I have made quite hefty losses in the first half of this year by buying many China equities such as $Alibaba(09988)$ and $JD.com(JD)$ . Also I lost out on housing stocks and i liquidated My tech stocks early such as $Apple(AAPL)$  [Cry]  Typically, when the stock market falls, bonds provide the ballast to your portfolio as investors rush into the safety of fixed income. Last year, however, the decline in stocks happened in part because of what’s been going on in the bond market. The Fed aggressively raised interest rates to help fight the highest inflation in four decades. Since bonds were starting from such a low yield, the

$SINGAPORE AIRLINES LTD(C6L.SI)$  Singapore Travel – Looking forward to a better 2023 As the first ASEAN country to reopen its borders, Singapore led the tourism recovery among its ASEAN peers. In 2022, Singapore welcomed 6.3 million visitors, recovering to 33% of pre-Covid levels. This was also stronger than Singapore Tourism Board’s (STB) initial estimates of 4-6 million. On the back of this strong recovery in visitor arrivals, Singapore hotels’ revenue per available room (RevPAR) almost doubled year-on-year (YoY) to SGD181 in 2022, reaching 94% of its pre-Covid level. According to STB’s latest estimates, visitor arrivals to Singapore are expected to reach 12 million to 14 million in 2023 (63-73% of 2019), suppo

$Qualcomm(QCOM)$Inventor of mobile communication standards secures market leadership: Qualcomm has been leading the development for mobile communication standards and owns multiple patents and intellectual property across 5G/4G/3G standards. Besides monetizing the technology know how through licensing, Qualcomm also offers various connectivity solutions and products for smartphone makers, automotive customers, Internet of Things device makers and companies in the networking industries. It is No.1 in the supply of radio frequency + modem chips and No.2 in the supply of processor chips for the smartphone industry. It is the market leader in the supply of telematics solutions to the automotive industry and is building out the connected car ecosystem.

$FRASERS CENTREPOINT TRUST(J69U.SI)$Frasers Centrepoint Trust (FCT) had established a strong track record of delivering positive distribution per unit (DPU) growth every year since its listing in Jul 2006 to FY19. However, this impressive track record was broken in FY20 given unprecedented measures introduced by the Singapore government to tackle the Covid-19 pandemic, such as mandatory rental relief to tenants. FY21 saw a firm rebound in DPU back to FY19 levels, which i believe can be attributed to FCT’s portfolio of suburban malls in Singapore which are relatively more defensive and resilient in nature given their dominant positions in their respective catchment areas. Looking ahead, i expect FCT to largely benefit from Singapore’s reope

$BANK OF CHINA(03988)$  BOCHK’s latest quarterly results outperformed its peers with stronger-than-expected net interest margin expansion (NIM), sequential fee income recovery, strong operating leverage & stable asset quality. With more interest rate hikes expected, we expect NIM can expand further in 4Q22 & 1H23. Its relatively high dividend yield of 5.6% & 7.1% in 2022E & 2023E respectively, is higher than its peers, which would lend further support to share price outperformance in the near-term. We reiterate our preference to BOCHK being the favoured play among HK domestic banks given a relatively more attractive valuation. Return-on-equity is estimated to expand to 9.1% & 11.2% in 2022E & 2023E respectively. Yet,

$Coca-Cola(KO)$Leading beverage company with unparalleled brand recognition worldwide. In 2021, Coca-Cola was estimated to have a brand value of cUSD75bn (Statista), making it the most valuable soft drink beverage brand globally with Red Bull trailing in second place with a brand value of USD14.9bn. Globally, Coca-Cola was the sixth most valuable brand overall, behind Apple, Google, and Amazon. Coca-Cola was ranked the top carbonated soft drink in the US with a market share of 45%, with Pepsi-Co far behind in second place with c25% of the US market.Innovation in the carbonated soft drinks (CSD) segment and pivot to healthier drink alternatives. KO is one of the top innovators in the beverage market and remains highly focused on refreshing its produc

$CSPC PHARMA(01093)$  CSPC Pharmaceutical (CSPC) is a vertically integrated pharmaceutical company in China with a diversified portfolio focusing on cardiovascular diseases and oncology, strong sales team of ~10k sales people in China and a solid research & development (R&D) pipeline to support a future stream of new drug additions. The firm has invested significantly in research & development (~15% of finished drug revenue or CNY3b was spent on R&D in 2021) to increase its focus on innovative drugs. Major product brands include NBP, Duomeisu, Jinyouli and Keaili. For bulk drugs, key products include Vitamin C, caffeine and antibiotics. Over the medium term, we expect organic earnings growth to be supported by the company’s f

$Midea Group Co.,Ltd.(000333)$ Midea Group was established in 1968 but it was in the 1980s when the company entered into home appliance manufacturing. Today, the group is one of China’s top white goods/home appliances manufacturer but it has set its sights to venture into more segments such as robotics & automation, ventilation and building systems, as well as medical equipment. I like Midea for its diverse product range that have been historically well-received by consumers, and it is also well-positioned to capitalise on the growing acceptance of internet-connected appliances over the longer-term. DYODD :)

$Walt Disney(DIS)$Should I DCA this stock given its low price? It has plummeted from its previous high in part due to the Spillover effects from Netflix. While I still believe in thepower of Disney+, I am still uncertain on whether to enter now. The theme parks will likely recover given the recovery in travel and the pent up demand. Further, price revisions are made to theme park attractions which willboost profits. On the other hand, major markets such as China are still in lockdown which would stymie the recovery. While I am beieve in this stock, I am still hesitant to enter atthis price.

$Occidental(OXY)$  My last trade this year is this oil stock. While the recession is likely to dampen demand for this stock, I believe that the reopening ofChina's borders is likely to push this oil stock higher. I don't think the conflict between Russia and Ukraine will be resolved any time soon so there is not much room for oil prices to decline. Further, the OPEC has remained committed to keep oil prices elevated and have kept production levels low.  Speaking to CNBC, Sen predicted that the economy will show "green shoots" from March onwards and throughout Q2. This will point to much better global growth in the second half of 2023 as demand for oil will surge after China reopens. "Right now, COVID is rampant but once they come out of i