Mkoh
Mkoh
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avatarMkoh
12-24 12:49
Definitely choose IAUM. lowest fees for exposure to Gold plus the ETF have direct physical replication. Though AUM is on the small side the liquidity in this ETF is enough
avatarMkoh
12-23 22:43

Top Investment Trends to Watch as We Close Out 2025 and Head into 2026

The stock market has been on an incredible three-year bull run, with the S&P 500 delivering strong gains amid AI hype, resilient economic growth, and shifting Fed policies. As of late December 2025, major indices are near all-time highs, but investors are asking: What's next?Here are the hottest investment trends dominating headlines and portfolios right now:AI Dominance Continues Massive capex from tech giants is fueling the AI buildout, with questions about whether revenues will catch up. Sectors like semiconductors, cloud computing, and software are still leading the charge. Clean Energy & Infrastructure Boom Global R&D spending and government incentives are pouring into renewables, grids, and advanced manufacturing. Defensive real estate (healthcare REITs, towers) and utili
Top Investment Trends to Watch as We Close Out 2025 and Head into 2026
avatarMkoh
12-20

Cyber security next engine of growth

In the rapidly evolving digital landscape of 2025, cybersecurity has shifted from a "nice-to-have" IT expense to a non-discretionary "survival cost." With the global cybersecurity market projected to grow from $245 billion in 2024 to over $500 billion by 2030, investors are increasingly looking at the two "Goliaths" of the industry: Palo Alto Networks (PANW) and CrowdStrike (CRWD).   While both are leaders, they represent two distinct philosophies of security and investment profiles. The Growth Thesis: Why Cybersecurity Now? The investment case for cybersecurity rests on three pillars: The AI "Arms Race": Generative AI has lowered the barrier for hackers to create sophisticated phishing and malware. Conversely, companies must use AI-driven security to defend at machine speed.&nbs
Cyber security next engine of growth
avatarMkoh
12-20
$iShares Bitcoin Trust(IBIT)$ Building position in my portfolio 
avatarMkoh
12-19
avatarMkoh
12-18

Safe Investing" starting to feel a bit... risky?

I spent years following the "standard" advice: dump everything into an index fund, don’t look at it for 30 years, and enjoy your 7%. But looking at the market lately, I’ve started to feel like that "set it and forget it" mindset might be leaving a lot on the table—or worse, leaving us exposed to a market that’s way more volatile than it used to be. Here’s the shift I’m making in my own portfolio right now: Stopping the "Index Overdose" Don't get me wrong, I love a good ETF. But when the top 5-10 stocks are carrying the entire weight of the market, are we actually "diversified"? I’ve started carving out about 15% of my portfolio for high-conviction plays. For me, that’s meant looking at the AI "Underbelly"—not the big software names everyone talks about, but the boring stuff like specialize
Safe Investing" starting to feel a bit... risky?
avatarMkoh
12-17
$iShares Bitcoin Trust(IBIT)$ Adding to bitcoin exposure 
avatarMkoh
12-17
I only hold OCBC and DBS indirectly via ETF. so far it has been very rewarding with good capital appreciation and dividend collected along the way boosting returns. I see more upside with the focus on wealth management paying off and strict capital structure position the local banks for future success
avatarMkoh
12-17
$NVDA 20251219 160.0 PUT$ Close out position
avatarMkoh
12-16
This is a market for the selective and the patient. For those considering BTD, the prevailing sentiment is to stick to high-conviction assets—primarily Bitcoin and Ethereum—which are seeing institutional inflows, rather than smaller, more speculative altcoins. Investor Takeaway: Don't bet the farm. Employ Dollar-Cost Averaging (DCA) rather than attempting to guess the exact bottom. Only deploy capital you can afford to lose and be prepared for potential further downside. Volatility is high, and a "market bottom is never an exact point but rather a range."
avatarMkoh
12-15
$NVDA 20251219 160.0 PUT$ Selling for premium
avatarMkoh
12-15
avatarMkoh
12-13
This isn't a full-blown market correction , but rather a short-term shakeout driven by profit-taking and sector shifts—similar to the minor dips seen earlier in the year that quickly resolved into rebounds. Fundamentals remain supportive: steady consumer spending, improving corporate earnings, and anticipation of a Federal Reserve rate cut this month are poised to reignite momentum into 2026. Sentiment indicators also flash contrarian buy signals, with volatility presenting opportunities rather than alarm bells.For long-term investors, this dip qualifies as a prime time to add positions, particularly in quality growth names like those in tech or the Magnificent Seven, which have led the year's gains but are now trading at modest discounts. Historically, S&P 500 corrections  have d
avatarMkoh
12-13
avatarMkoh
12-12

SpaceX's Galactic Leap: Is the 2026 IPO a Launchpad for Investors or a High-Stakes Gamble?

As of December 2025, Elon Musk has confirmed that SpaceX is gearing up for what could be the most ambitious initial public offering (IPO) in history, targeting mid-to-late 2026 with a valuation potentially soaring to $1.5 trillion. This comes on the heels of a recent secondary share sale that already pegged the company at around $800 billion, fueled by explosive growth in its Starlink satellite internet division and Starship rocket program.  With projected revenues climbing from $15 billion in 2025 to $22-24 billion in 2026—largely driven by Starlink subscriptions—the IPO could raise over $30 billion to bankroll Musk's visions of Mars colonization, orbital data centers, and AI infrastructure in space. For investors, the question is tantalizing: Does this represent a once-in-a-lifetime
SpaceX's Galactic Leap: Is the 2026 IPO a Launchpad for Investors or a High-Stakes Gamble?
avatarMkoh
12-12
avatarMkoh
12-11

🇸🇬 Singapore REITs: The Dawn of the Yield Hunter's Era?

With the US Federal Reserve poised to cut interest rates, Singapore Real Estate Investment Trusts (S-REITs), long under pressure, are showing signs of a compelling turnaround. The anticipated drop in borrowing costs and a renewed "yield hunt" make S-REITs an increasingly attractive proposition for income-focused investors.   The high-interest-rate environment of the past few years has been a significant headwind for S-REITs. Their heavy reliance on debt to finance acquisitions and operations meant rising borrowing costs squeezed margins and led to declines in Distribution Per Unit (DPU) for many. The Triple Tailwind from Rate Cuts The impending rate cuts create a powerful three-pronged tailwind for S-REITs:   Lower Borrowing Costs: This is the most direct and impactful
🇸🇬 Singapore REITs: The Dawn of the Yield Hunter's Era?
avatarMkoh
12-10

Four Underestimated Investment Themes Poised for Strong Performance in 2025

With 2025 drawing to a close, several structural trends appear significantly underpriced relative to their long-term fundamentals. Below are four areas that, in my view, remain attractive despite recent market rotation. Uranium and the Next Phase of Nuclear Deployment Major hyperscalers (Amazon, Microsoft, Google) have signed power purchase agreements for new nuclear generation, while governments in the U.S., Canada, UK, and Europe have reaffirmed nuclear as a core component of net-zero strategies. Small modular reactor (SMR) projects are moving from demonstration to firm orders. Spot uranium remains around $80/lb, yet the incentive price for new primary supply is widely estimated at $90–$110/lb. Leading producers with low-cost, permitted assets include Cameco (CCJ), Uranium Energy Corp (U
Four Underestimated Investment Themes Poised for Strong Performance in 2025
avatarMkoh
12-10
$NVDA 20251212 170.0 PUT$ counting down to expiry date
avatarMkoh
12-09
$NVDA 20251212 170.0 PUT$ Collecting some premium 

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