HK stocks Connections in Jurong East: Infrastructure, Groceries, and Everyday Charm
Strolling through Jurong East, Singapore, I noticed the quiet but visible presence of Chinese involvement in local infrastructure—$CHINA COMM CONS(01800)$ efforts have contributed to the expansion of Singapore’s MRT network. Nearby, a Chinese supermarket stocks familiar staples like $TINGYI(00322)$ instant noodles and soft drinks, catering to homesick expats and curious locals alike. Just around the corner, a $MNSO(09896)$ store displays an array of charming and affordable toys, adding a touch of playful color to the neighborhood.
I support Jiangxi Copper’s pursuit of SolGold—even at a higher acquisition price. Copper faces a profound structural imbalance between supply and demand over the next decade. We are entering an era defined by AI, electrification, and the green energy transition—all of which are incredibly copper-intensive. Think data centers, power grids, electric vehicles, and renewable energy infrastructure. According to open-source projections, global copper demand over the next 10 years could surpass the total amount of copper humanity has ever mined in history. On the supply side, however, investment in new copper mining capacity has significantly lagged over the past decade, largely due to prolonged bearish market conditions. Developing a new mine is a capital-intensive, time-consuming process—often