$General Mills(GIS)$ Didn't realise the brands it had until now when I read the company profile. Wow that's a huge set of consumer brands they have. Should be a resilient company and the rate cuts should benefit the consumer and the company.
Great. Indian economy is doing good. Dont see challenges with Trump administration for India. Singapore government and CapitaLand Investment (9CI) is looking more investments there as I understand. Rupee seems to be somewhat stronger over tge last couple of months against Sing dollar. Financially CY6U / CLINT seems to be doing good FCF per share, EPS wise as I see.
Very important for children to understand about money. It prepares them in budgeting skills, avoiding debt, building confidence and understanding of finance and economy. Schools should build some curriculum around it and teach. Valuable life skills to have according to me.
9CI, CY6U should see growth because of low rates and more investments coming in. CY6U has diverse portfolio of logistics, data centre, business parks in a market that is growing at 7% to 8%. 9CI expecting to double investments in India by 2028. https://www.capitaland.com/en/about-capitaland/newsroom/news-releases/international/2024/september/CLI_to_more_than_double_investments_in_India_by_2028.html A17U, diversified portfolio should see growth. C6L and Z74 should also benefit because of reduced debt servicing costs I believe. So with rate cuts these stocks should benefit.
My opinion, I believe market has already priced 25 bps. If that is the cut that happens then it is a small cut. REITs will surely benefit. Bank share prices would depend on how fast and often (example, would they cut 25 basis points each month until end of the current year /early next year). I think the US Fed cut will be slow measured as the US economy still seems strong and inflation can come back.
Trading and Investing buy/sell indicators and basis of decisions would be different since one is short term (hours, days, weeks, months) and other long term (years). Buy some to hold long term and some to trade. Market sentiment I think plays when you trade since it is a short term and you have that decision made to trade and you know that the stock was not bought with a mindset to hold for a long term. I generally research the company whether to invest or trade.