Man-made recession if it really happens. Fighting inflation with monetary policies is fruitless especially when it's supply side issues. This inflation is caused by logistical supply chain issues like China lockdowns and Ukrainewar disrupting grains and energy supplies. Rising interest rates does nothing to solve these but instead increases cost of business and forcing them to raise prices instead. This inflation requires policy makers to reduce tariffs and improve supply chains with alternative sources. Reducing the cost of food and necessities such as energy. The risk of an induced recession is highly likely and arealready factored in by market.

Google is worthy as a long stock. Is just at what price should we buy? The business andprofits will be around for many years.

Yay! Xpeng turn in good results beating estimates!🎉🎉🎉

It's not eise to raise interest rate in March. The rocketing oil price cannot be resolved through higher interest rate. Might cause the recovery to slow down greatly, coupled with the geopolitical risk.

Can leave out FB Meta at the moment, if FBand Insta are leaving Europe. They are shooting at they feet. Negative publicity and declining active users especially the millennials Isnot good news for this company.

Xpeng has differentiated themselves from mass market low cost EV and positioning themselves as the equivalent of Tesla in China's luxury EV market, now expanding into Europe. They need to expand their production capacity to deliver breakeven and profits. Thedownside risk is the supply chain issues.

Inflation is going to stay high with the perfect storm of high crude, supply issues, shipping jams, and demands due to recovery with countries opening up. Don't think Fed hike is able to reign in inflation.

Sea is burning cash to gain market share Ontheir e-commerce front. Will this market share materialize into profits is still some distance away just like Grab. Even after dominating South East Asia's market for transport Grab is still trying very hard to turn profitable.

With more people going back to work, there will be less time for gamers. Garena is the crown jewel but is carrying the loss of Shopee. The high fuel price and inflation would have negative impact on the economy and expendable income. Probably need to wait out the oil crisis before stocking up on SEA.

Bad news, Fed will tighten harder and faster. But it's supply side inflation due to logistical cost and supply issues. 

Potential China's Tesla 

Agreed. Strong fundamentals and good business model, should be able to ride through this period of uncertainty.

Hope today is a raising one. End the week on a good note.

Hope the new models don't have any supply side problems. A good stock even during war risk in Ukraine.

Go go Xpeng! Recently started their showroom in Sweden and Norway. Hope they get more orders.

Going to be red today. Wonder if Russia willreally strike? If so, gold is a good bet.

Xpeng leading! Now those in China can buy Xpeng HK directly. Widening the pool of investors.