$SPDR S&P 500 ETF Trust(SPY)$
Jacob X
Made in Japan🍙, living in Australia 🦘. Long-term investor, focused on fundamentals.
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The AgriTech industry has huge potential going forward 👍
@yourcelesttyy:Carbon Farming🌱📈 : Unlocking Sustainable Agriculture and Carbon Sequestration in 2025
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@Global X ETFs:[For Hong Kong Investor Only] Global X AI & Innovative Technology Active ETF (3006) ’s investment objective is to achieve long term capital growth by primarily investing in equities of exchange-listed companies globally, which fall within the investment theme of artificial intelligence and innovative technologies. The Fund will invest primarily in equity securities and equity-related, global depositary receipts of companies which create, design and develop, or benefit from the advancement of, AI and Innovative Technologies Companies. Global X ETFs Hong Kong invites ETF Specialist Gloria Mak Sze Man and our Senior Investment Analyst Edward CHAN Tsz Wang to discuss the following: 00:25 – Investment objectives of the Global X AI & Innovative Technology Active ETF (3006) 01:10 – Active
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@Global X ETFs:[For Hong Kong Investor Only] In the current volatile market environment, the performance of small and mid-cap stocks is particularly pronounced, especially for those companies supported by government policies and related to China's economic transformation, known as "specialized, refined, unique, and innovative". When investors focus on small and mid-cap stocks, they should particularly consider the potential of these "little giants." As China's economic structure continues to transform and its industrial chain upgrades, these companies not only enhance their own innovation and profitability but also offer relatively substantial returns for investors. Global X ETFs Hong Kong invited Ms. Nam Yeejee (Ruby), an ETF strategist from Global X ETFs Hong Kong, along with ETF research analyst Liu Z
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@Global X ETFs:[For Hong Kong Investor Only] The recent approval by the Standing Committee of the National People's Congress for 10 trillion yuan of local government debt swap aligns closely with market expectations. However, the meeting did not announce additional policies related to real estate and consumption that the market had anticipated. We believe that, based on the Chinese government's policy decision process, further policies concerning real estate, bank, and consumption are likely to be revealed at the Central Economic Work Conference and the Politburo Standing Committee meeting in December, as well as next year's Two Sessions. As the U.S. elections conclude, we contend that China's stimulus policies will continue to be a decisive factor for the performance of the Chinese market. The overall d
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@Global X ETFs:Insights from the Fund Manager: Navigating 2025 Technology Investment Trends （For Hong Kong Investors Only） 00:27 - How has the competitive landscape of the generative AI industry evolved since the launch of ChatGPT over two years ago? 01:44 - What will be the key focus areas in the AI sector in 2025? 02:25 - What is the current state of large model applications in downstream industries, and what are your views on commercial opportunities for large models in 2025? 03:46 - What returns have tech giants seen from their substantial capital expenditures in the AI field? 05:45 - What is the investment strategy for the Global X AI & Innovative Tech Active ETF (3006) in 2025? Discover future technology investment trends and opportunities to stay ahead of the market! #TechInvestment #Artificia
Fear and Fundamentals: Why Bearish Sentiment Could Signal Buying Opportunities
Fear and Fundamentals: Why Bearish Sentiment Could Signal Buying Opportunities
Singapore Banks: A Compelling Investment Case for 2025
$iShares MSCI Singapore ETF(EWS)$ In a world of elevated valuations and uncertain growth prospects, Singapore's banking sector stands out as a rare combination of growth, value, and income. Despite strong performance over the past year, several structural factors suggest there's more room to run. Here's why global investors are increasingly turning their attention to Singapore, particularly its three banking giants: DBS, OCBC, and UOB. Attractive Valuations in an Expensive World Let's start with the numbers that catch every value investor's eye. Singapore's big three banks currently trade at price-to-earnings (PE) ratios between 10-11x while offering dividend yields of 5-6%. To appreciate how attractive these valuations are, let's look at th
Singapore Banks: A Compelling Investment Case for 2025
Skyworks Solutions (SWKS): Navigating Beyond Apple and China for Long-Term Growth
$Skyworks Solutions(SWKS)$ has recently witnessed a significant stock price drop of 24.67% to $65.60, primarily due to news of reduced content in Apple's upcoming iPhone models. Historically, Apple has been a cornerstone of Skyworks' revenue, contributing around 72% in recent quarters. Additionally, China, through companies like Huawei and sales of Apple products in the region, has been a crucial market, potentially adding another 20-30% to its revenue pie. However, with this dependency now under scrutiny, the current market cap of $10.49B might not reflect the full growth potential of Skyworks. For investors focusing on long-term growth, here's how Skyworks is positioned to thrive beyond its reliance on Apple and China
Skyworks Solutions (SWKS): Navigating Beyond Apple and China for Long-Term Growth
Are we ready for prime time? $ARK Innovation ETF(ARKK)$
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Palantir Enters Stage Where Output Exceeds Investments, CEO Says -- Market Talk
The Self-Perpetuating Profit Machine: Why Palantir's 388 P/E Might Be "Cheap"
Wall Street analysts often miss the forest for the trees. While they fixate on traditional metrics like P/E ratios, they might be overlooking something extraordinary developing at $Palantir Technologies Inc.(PLTR)$
The Self-Perpetuating Profit Machine: Why Palantir's 388 P/E Might Be "Cheap"
European Equities: A Surprising Market Leader of 2025?
$Vanguard FTSE Europe ETF(VGK)$ As European stock markets reach record highs, many investors are puzzled by this performance against a backdrop of technical recession. Here's why the STOXX 600's strength might be more sustainable than it appears at first glance. 1. The "Best Recession Ever"? Europe's current economic situation defies traditional recession patterns. Despite technically being in a recession, unemployment remains remarkably low at 6.3% - down from 7.4% in March 2021. Core inflation has stabilized around 2.7%, suggesting the worst of the inflation crisis is over. This unique combination of stable employment and moderating inflation has created a goldilocks scenario for many companies, particularly in the industrial and fin
European Equities: A Surprising Market Leader of 2025?
ON Semiconductor: Powering the EV Revolution from the Sidelines
The Hidden Tech Giant Wall Street Is Overlooking? From a peak of $110 in July 2023 to the current price of $53 (as of 31 Jan 2025), $ON Semiconductor(ON)$
ON Semiconductor: Powering the EV Revolution from the Sidelines
Here's my draw! My goal for 2025... keep cool, be patient and stay invested 😉
$SPDR S&P Semiconductor ETF(XSD)$ I don't think the sell-off in semiconductor names really changes the AI narrative at all. AI training costs are falling precipitously - something like 90% a year - so it is only natural that companies can gradually produce equal or better AI models at cheaper prices. This time, there just happens to be a Chinese team who were very clever in doing it, but it is more of a sign to come - and something to just get used to - rather than a thesis-breaker. Today, the market is pricing in the cost decline, but not the explosive productivity gains that we will eventually see. On other occasions in the future, the opposite will occur. The volatility may be scary, but tech stocks are inherently volatile,
Bullish for Circle's USDC. $Coinbase Global, Inc.(COIN)$
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Qualcomm (QCOM): Bullish on Connecting the Future Beyond Smartphones
$Qualcomm(QCOM)$
Qualcomm (QCOM): Bullish on Connecting the Future Beyond Smartphones
$iShares MSCI Israel ETF(EIS)$ One of the strongest stock markets at the moment
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@Barcode:$S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ 📈🅱️ U͎ L͎ L͎ I͎ S͎ H͎💸 🗳️💸📈 Money Moves: The S&P 500, Market Psychology, and Cash Inflows 📈💸🗳️ As we navigate the financial landscape during this critical time, political transitions, earnings seasons, and market psychology are converging to shape capital flows and investor sentiment. Alongside historical election trends, the recent surge in cash inflows into money market funds reveals how participants are positioning amidst heightened uncertainty and anticipation. 🧠 🔑 Key Insights from the Data • BIGGEST Inflows to Cash Since April 2020: Recent data highlights a dramatic surge in money market fund flows, with approximately $140 billion in inf
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