Marcuschew
Marcuschew
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$S&P 500(.SPX)$  Taking into consideration that S&P, Nasdaq and Dow Jones are all ar their record high. We prefer to take a conservative Approach by holding back on taking new position And will take advantage on Any pull back and correction.
$S&P 500(.SPX)$  Taking into consideration that S&P, Nasdaq and Dow Jones are all ar their record high. We prefer to take a conservative Approach by holding back on taking new position And will take advantage on Any pull back and correction. 
when we look deep into it, we are in the opinion that not all SG REITs will 100% benefit from the fed rate cut. We should taking into consideration that major SG REITs hedge against their interest rate from floating fix.  How many percentage they hedged and when is the expiry date of these hedging will be the key to determine if they would able to enjoy the lower financing cost. 
Due to the uncertainty of the global market, the current stock market is too sensitive with any negative prospect or forecast from these Growth stocks. Although we have seen some of the big tech stocks experienced the same but they seem to be able to rebound to previous stock price level quite fast. 
Change battery station will be the key catalyst For NIO. Other than that, the EV market in China id already too competitive which may further erode the profit margin of the market players 
avatarMarcuschew
2021-08-24
Here I come tiger!

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