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

$Broadcom(AVGO)$Wireless, broadband, industrial segments and infrastructure software complete the repertoire: Broadcom also counts wireless, broadband, industrial and infrastructure software as its core business. For the wireless segment, Broadcom is the major supplier of radio frequency semiconductor components to Apple. With higher semiconductor content in smart devices as well as newer 5G and Wi-Fi 6 technologies, there are scope for Broadcom to expand its customer base. For the industrial segment, Broadcom could extend its market share into factory automation, renewable and automotive segments over time as these end markets grow due to secular demand trends. Finally with infrastructure software segment, Broadcom is amassing a portfolio of infr

$Li Auto(LI)$  Li Auto stock is trying to recover after a volatile year. Li Auto (LI) and other China EV stocks are showing tremendous sales growth, and Li is starting to show profitability. After a rough 2022, production is rebounding with a new model on tap. Is Li Auto stock a buy now? Founded in 2015, the Beijing-based company competes directly with Tesla (TSLA) and Nio (NIO) in the high-end EV market. The company debuted its first model, an electric hybrid SUV called the Li ONE, in December 2019. That vehicle carries a price tag ranging from $29,000 to $76,000 and was one of China's top-10 sellers across all fuel types in 2020. Covid shutdowns hit production, logistics and demand for Li Auto and other EV makers las

$OUE COMMERCIAL REIT(TS0U.SI)$An opportunity for all?OUE Commercial REIT (OUECT) announced its 1Q22 business update. Revenue fell 20.3% year-on-year (YoY) to SGD59.5m, while net property income (NPI) dropped 21.5% YoY to SGD48.0m during the quarter, mainly attributable to the divestment of a 50% stake in OUE Bayfront and partially offset by lower rental rebates and property expenses. As of 31 Mar 2022, committed occupancy of commercial portfolio fell 0.3 percentage points (ppt) QoQ to 91.2%, due to weaker office committed occupancy in Singapore (-0.4 ppt to 90.8%) while Mandarin Gallery’s committed occupancy increased 2 ppt QoQ to 88.7%. Leasing demand in Shanghai was affected by the Chinese New Year and the Covid-19 outbreak. Management is lik

$Accenture PLC(ACN)$Beneficiary of the current golden age in tech evolution: Accenture is one of the largest IT consulting and outsourcing services companies in the world that is benefiting substantially from this current tech evolution. It was benefiting from many new secular growth trends prior to the pandemic such as IoT, 5G, artificial intelligence, e-commerce, cloud computing services, business process automation, smart manufacturing and logistics. The pandemic prompted digitalization and and government services which in turn is amplifying demand trends for Accenture. With its broad knowledge across multiple domains, geographical reach and partnerships with global technology vendors, ACN sits in a very strong position to help their clients sho

$Tesla Motors(TSLA)$There is never a dull moment when it comes to Tesla Chief Executive Elon Musk. On one day, he's launching space capsules to the International Space Station. On another, he's opening a new auto manufacturing plant. And on another, he's jousting with Twitter (TWTR) in his bid to acquire the social media company. With all that, is Tesla stock a buy?Tesla recently completed a 3-for-1 stock split, with the shares distributed on Aug 24, approved at the company's annual shareholder meeting.The benefit of stock split is it makes investments easier for company employees and enthusiastic retail investors. They're generally seen as a bullish sign that implies strong execution from a business perspective. It will

$Alphabet(GOOG)$I think the recent declineis a good buying opportunity for Google. First geopolitical conflict will not affect it muchas Google's presence in Russia is limited given the censorship issues. Second, the increases in Fed rates would not affect Google much as it does not have significant amount ofdebts. Third, its revenue streams remain robust and it is investing in data centers which are expected to be a huge revenue source inthe future, especially given the forays by many companies into the metaverse etc. Theseendevours would ultimately demand the use of data centers. Lastly, its P/E ratio is not that high compared to other tech giants yet its fundamentals are stable. I will continue toDCA this stock despite the stock price decline a

$Occidental(OXY)$. There is a reason why this is the media darling. Warren Buffett has invested heavily in it. It has high cash flows and given the high oil prices, it will likely see a strong quarter earnings. This will likely result in a higher dividend. Will I be buying it? Yes. However, I am waiting for the price to weaken till $53 before jumping in. The price now is a little too high given the recent surge.Downside risks include a slowdown in China's economy due to the lockdowns as that would dampen the price and demand of oil. Nonetheless, I remain upbeat about this stock. Will also look at $Exxon Mobil(XOM)$given its robust dividend, which has been rising over the years. It's current dividend rate is

I would recommend buying $NETLINK NBN TRUST(CJLU.SI)$as it is a recession proof stock. It has proven to be able to weather storms such as the COVID-19 and it has a strong dividend rate of at least 4%. Given the high inflation rates and the risks of recessions, this stock is perfect for any portfolio with very low risks. It focuses on broadband and data which are in demand currently and would not be dampened by recession fears.

$Zoom(ZM)$Yes, consumers flocked to Zoom Video Communications (ZM) during the coronavirus emergency. Profits soared for ZM stock, which outperformed the S&P 500. That big run is long over. Can Zoom stock thrive once again as the company refocuses on corporate clients?Standing in the way is Microsoft (MSFT) and its Teams communications tools for large companies and small businesses."The video conferencing market is a two-headed race between Microsoft Teams and Zoom," Morgan Stanley analyst Meta Marshall said in a recent note to clients.One possible catalyst for ZM stock is the upcoming customer conference called Zoomtopia. It's slated for Nov. 8 to Nov. 9. Zoom Video could roll out new products and provide updates, analysts say.Zoom Stock: 2023 O

$Walt Disney(DIS)$Do you still believe in the magic?Disney serves as a ‘consumer tracker’ amid recession watch. When recession hits, discretionary spend will likely fall which implies that visits to theme parks would decline. Whilethey have seen a pickup in the visits to theme parks due to the travel recovery, many headwinds still persist such as high inflation and the China lockdown which threaten growth!While their Disney+ managed to add subscribers unlike Netflix, I am skeptical about howlong this can keep up. It is already planning an ad supported subscription to boost revenues.Given the headwinds, I do not think I am entering the stock as yet. It may decline to its pandemic levels soon if there are no bright spots.DYODD