setia100
2022-07-03

My overall Portfolio is in RED 

a. Surprisingly my US stocks were still in little GREEN with the help of biotech & energy stocks.

b. HKE & SGX were all in REDs as I bought in mainly expecting funds would flow out of NYSE markets to this region like 2008. Unfortunately it was not happening. Many factors stopped that. China Covid lockdown, US-CHINA trade war, Ukraine war, chips shortages & etc

c. Going forward, I see Asian countries will be the engine of growth while US is in recession. I pin on to my perspective on the "return of Jedi " to HKE. Expecting many Chinese concept Stocks to be delisted from NYSE & listing in HKE & pools of IPO listing in HKE. My opinion, HKE is still in good shape to growth as HK's strength is a financial hub to raise funds as HK is flooded with money to roll on. SGX is in stagnant stage unless it has good reason in overtaking  HKE.

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Comments

  • DonnaMay
    2022-07-04
    DonnaMay
    Thanks for your excellent post.
    • setia100
      Hope we can make it through this recession together n be  smarter🫰
  • JC888
    2022-07-03
    JC888
    U dun think the root cause of funds not flowing into HK is due to int'l investors witnessing persecution unfold before our eyes n rising tension betw the 2 Titans? Who do u think owns int'l funds?
  • Lynn098
    2022-07-03
    Lynn098
    Looks like you have spotted some really strong biotech stocks. What are they ?
  • gme1xxx
    2022-07-04
    gme1xxx
    nice detailed journal of events. 👍
  • Yap0606
    2022-07-03
    Yap0606
    谢谢分享😊
  • LMSunshine
    2022-07-03
    LMSunshine
    Thanks for sharing 🤗
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