• th0mastanth0mastan
      ·2023-10-28
      The recent correction in Singapore stocks is a sign of fund moving out of the local market. STI has a relatively small market capital so it is very susceptible to external fund flows and market manipulation. Over the past 52 weeks, you can see insituation investors had sold more than twice the amount stocks than retail investors. This is more apparent in REITs with the rising interest environment. Tbills and bonds offer relatively decent yield (3-4%) with relatively low risk. In the likes of Tbills and SSBs, many Singaporeans would reckon that its zero risk. On that note, why would one enter into REITs for 5% yield with exposure to market volatility and potential recession risk. Another point to note is that the drawdown is across the board and not just concentrated yo a particular reit, t
      220Comment
      Report
    • AgxmAgxm
      ·2023-10-26
      Isit time to buy the bottom or avoid reit since it had been hit the hardest?
      164Comment
      Report
    • TigerongTigerong
      ·2023-08-20
      It's noteworthy that despite the United States boasting a significantly larger economy, its real estate developers do not surpass their Asian counterparts in terms of wealth. This implies that the pricing and demand for residential properties in the US might not be as lucrative as in Asia. Statistics show that approximately 66% of Americans are homeowners, whereas the homeownership  [Speechless] rate in China exceeds 90%. Another point worth noting is that in the United States, there is a preference for residing in suburban areas in detached, single-family homes, with commuting to urban centers for work being the norm. Following the onset of the post-Covid era, there is an increased inclination towards remote work. A significant portion of residential properties in the US consist
      173Comment
      Report
    • Ivan_GanIvan_Gan
      ·2023-08-03

      A potential stock market sell-off is imminent,A serious risk event lies ahead

      Entering August is the time window when the US market was expected to enter high risks.At present, although the economic data of the United States is still strong, the bearish voice of the market has gradually disappeared. Therefore, if some unexpected events happen in the future, it may lead to the overall correction of the market, so we must pay attention to it.The biggest news over the weekend was that Moscow was hit by Ukrainian drones. Although Russia has not responded with further actions, it is hard to say that things will not get worse. If the incident intensifies, pushing up oil prices and CPI rises again, will the trend come again as last year?First, the highlights of the US stock indexExcluding emergencies, the United States will meet non-agricultural data. The highlight of this
      2.34K1
      Report
      A potential stock market sell-off is imminent,A serious risk event lies ahead
    • ETF TrackerETF Tracker
      ·2023-07-27

      Returns Over 40%! Two Homebuilder ETFs Beat the Market Easily This Year

      The real estate market in the U.S. tends to be more active in the spring and summer. Many homebuyers are looking to settle in before the start of the new school year and take advantage of the number of new listings.However, it is worth noting that secondary home sales were down 3.3% in June compared to the last month. According to the National Association of Realtors, the seasonally adjusted annualized sales were 4.16 million units.There was a significant drop from June 2022 with sales declining 18.9%, which was the slowest sales rate since June in 2009.However, the current issue was not a lack of homebuyers, but rather the opposite. The ongoing shortage of available housing contributed to the continued weakness in the real e
      8.77K5
      Report
      Returns Over 40%! Two Homebuilder ETFs Beat the Market Easily This Year
    • 程俊Dream程俊Dream
      ·2023-07-25

      What Will Happen to the NASDAQ After the Special Rebalance? Maybe Nothing...

      On Monday, the Nasdaq 100 Index will undergo the final "special weight adjustment", and the overall weight of technology stock giants will be lowered. Will this affect the rhythm of long-term US stocks, and will it cause relatively large fluctuations in the day?According to the market value rebalancing rule, among the 100 constituent stocks of Nasdaq,The weight of a single component cannot exceed 24%; At the same time, the total weight of constituent stocks with a single weight exceeding 4.5% cannot exceed 48%, otherwise it will be reduced to 40%. Since its establishment, Nasdaq has only made two special power adjustments, namely December 1998 and May 2011. According to Goldman Sachs' previous forecast, the total weight of seven major technology stocks, including NVIDIA, which caught fire
      2.06K1
      Report
      What Will Happen to the NASDAQ After the Special Rebalance? Maybe Nothing...
    • SGX_StarsSGX_Stars
      ·2023-07-24

      Weekly Inflows and Outflows: SEMBCORP, Seatrium, SIA,Genting, DBS, UOB& Keppel

      Stocks with highest net institutional inflow in 2023Stocks with highest net institutional outflow in 2023Within the Singapore stock market,  $SEMBCORP INDUSTRIES LTD(U96.SI)$ and  $Seatrium(S51.SI)$ have booked the most net institutional fund inflows in the year to Jul 18.Source: TigerTradeSource: TigerTradeBoth stocks have been associated with pivots to sustainable infrastructure and have also ranked among Singapore’s most traded stocks over the period.Seatrium has been Singapore’s sixth most traded stock, while Sembcorp Industries has ranked among the 15 most traded stocks, up from ranking among the 30 most traded stocks in 2022.The next two stocks that have seen the next highest net insti
      5.93K1
      Report
      Weekly Inflows and Outflows: SEMBCORP, Seatrium, SIA,Genting, DBS, UOB& Keppel
    • SGX_StarsSGX_Stars
      ·2023-07-24

      REIT Watch - 17 S-Reits reporting earnings during the week

      Schedule of S-REITs & Property Trusts’ Earnings or Business UpdatesCompanyRelease dateRelease timePeriodType $SABANA INDL REIT(SBBSF)$ 19-JulReleasedHalf YearFinancial Results $KEPPEL DC REIT(AJBU.SI)$ 24-JulAfter MarketHalf YearFinancial Results $Frasers Centrepoint Trust(FRZCF)$ 25-JulAfter Market3QBusiness Update $KEPPEL REIT(K71U.SI)$ 25-JulAfter MarketHalf YearFinancial Results $MAPLETREE LOGISTICS TRUST(M44U.SI)$ 25-JulAfter Market1QFinancial Results $ESR LOGOS REIT(CGIUF)$ 26-JulBefore MarketHalf YearFinancial Res
      3.05K1
      Report
      REIT Watch - 17 S-Reits reporting earnings during the week
    • SGX_StarsSGX_Stars
      ·2023-07-17

      REIT Watch - 10 S-Reits which outperformed in H1

      SINGAPORE-LISTED real estate investment trusts (S-Reits) continue to hold up despite decelerating global growth, with the iEdge S-Reit Index generating 2.1 per cent in total returns in the first half of 2023, outperforming the $Straits Times Index(STI.SI)$ 1.2 per cent and the FTSE EPRA Nareit Asia ex Japan Index’s -1.7 per cent.In fact, 17 out of 40 actively traded S-Reits outperformed the iEdge S-Reit Index during the period.The top 10 best performing S-Reits in the first six months of the year generated over 9.3 per cent in total returns and average 6.2 per cent in distribution yield.The 10 S-Reits were  $KEPPEL DC REIT(AJBU.SI)$$Cromwel
      1.43K1
      Report
      REIT Watch - 10 S-Reits which outperformed in H1
    • SGX_StarsSGX_Stars
      ·2023-07-10

      REIT Watch - Retail investors net bought S$390m of S-REITs in 1H2023

      😎Hi Tigers,Be sure you read to the final word, you won't miss any surprises. 😎😃 @SGX_Stars will share out REIT Watch - Retail investors net bought S$390m of S-REITs in 1H2023. Please stay tuned.😃😃Note: All the below-mentioned stocks are not for trading advices directly, please seriously do your own part of research before you make any trading actions.S-Reits sub-segment net flows in H1 2023Top 5 institution/retail net buy/sell S-Reits in H1 2023In the first half of 2023, the iEdge S-REIT Index gai
      2.88K6
      Report
      REIT Watch - Retail investors net bought S$390m of S-REITs in 1H2023
    • 机构有话说机构有话说
      ·2023-06-09

      The falling price of copper is trying to tell us something about a recession

      From the domestic macro point of view, it is still unsatisfactory at present, but the price decline has already priced in some negative factors in stages. Considering that the overall decline of other industrial metals has been very considerable, and many of them have fallen near the cost or reduced production, so the weak recovery may start to price towards the end of recovery, and the price will rebound.1. Review of COMEX copper market last weekCOMEX copper price fluctuated and rebounded last week, and the operating center of gravity moved up. The resolution of the debt ceiling problem has given the market some room to risk on, and risky assets have generally rebounded. The weaker economic data in Europe was priced in the previous price decline, while the economic data in the United Stat
      4.03K5
      Report
      The falling price of copper is trying to tell us something about a recession
    • 顾明喆顾明喆
      ·2023-06-08

      3 Reasons Why You Should Buy US Stocks Now

      Even in the case of economic recession, the selling pressure on the stock market will not be as severe as in the past.Simon White, macro strategist at Bloomberg, believes that the excessive focus on economic recession stems from its impact on portfolio. The S&P 500 index fell an average of 5% before the recession began, and may fall a further 30% during the recession. But the price trend shows that stocks may not suffer such serious losses this time.However, first of all, the risk of recession has obviously increased, even if it is not an absolute certainty.One of the most comprehensive and reliable leading indicators for measuring economic recession is the recession gauge. It consists of 14 recession sub-indicators, covering a wide range of market and economic conditions. When at leas
      4.71K12
      Report
      3 Reasons Why You Should Buy US Stocks Now
    • KevinChenNYCKevinChenNYC
      ·2023-06-08

      8 Points of 2023 National REIT Conference: AI in REITs & Outlooks

      The first week of June is the National Real Estate Week, and Huisheng Financial was invited to participate in the National REIT Conference again.More than 300 REITs (Real Estate Trust Funds) and leading companies covering various subdivisions of the global real estate industry came to participate in the conference.The National REIT Association was born in September 1960, when US President Eisenhower signed a decree establishing the real estate trust fund industry. The day after he signed the law, the National REIT Association was established in Washington and began its annual meeting in New York.This meeting should be the 63rd annual meeting, comparable to the history of Mr. Buffett's Berkshire Hathaway shareholder meeting. Of course, unlike the general meeting of shareholders, which is fr
      1.37K3
      Report
      8 Points of 2023 National REIT Conference: AI in REITs & Outlooks
    • ETF TrackerETF Tracker
      ·2023-06-08

      Long-Term Investors Piling Into 1 Tech ETF

      Exchange-traded fund investors are skeptical of this year’s tech rally. A net $1.4 billion has come out of tech stock ETFs this year, even as the S&P Information Technology Sector Index has soared by 35%. Even the popular Invesco QQQ Trust (QQQ), which is often considered a tech proxy, has registered net outflows of $538 million, despite a 33% increase in the fund’s share price.  One ETF, however, is bucking the trend. The Invesco Nasdaq 100 ETF (QQQM) has pulled in $4.3 billion of new money so far in 2023, more than all but a dozen other ETFs.  The inflows, along with price gains, have led to a more than doubling in QQQM’s assets under management since the start of the year, from $5.7 billion to $12.3 billion.  The ETF’s ascent into the 11-figur
      1.32KComment
      Report
      Long-Term Investors Piling Into 1 Tech ETF
    • 程俊Dream程俊Dream
      ·2023-06-07

      Be careful in a rising market,Correction is Coming!

      The non-farm data released last weekend greatly exceeded expectations, which made the expectations of rate hike rise again in July. Despite this, Nasdaq, driven by AI speculation, still performed strongly and continued to close up for several weeks. Compared with the outstanding Nasdaq, although the S&P and Dow also rose, they failed to get out of the range obviously. For the US stock index, whether it is only a short-term glow of the Nasdaq or a new round of strong start has become the main focus of the market.The weekly chart of Nasdaq shown in the following figure shows that since bottoming out in October last year, the index has been fluctuating upward, and the trend in the early period is basically consistent with other stock indexes. The main relatively independent market appeare
      2.26K5
      Report
      Be careful in a rising market,Correction is Coming!
    • Ivan_GanIvan_Gan
      ·2023-06-06

      Are you ready for the gold's soar? I'm looking for $2,100 gold price in the near future

      Friday night's non-agricultural data was stronger than expected by the market. Although the unemployment rate rose, the gold market chose to believe that the Federal Reserve would continue the rate hike, which led to a sharp drop in gold prices. In the early morning of June 15th, the Federal Reserve will meet on interest rates. Obviously, the market is currently pricing in the results of the meeting and the words after the meeting, and gold has reached a key position.Important technical support of goldSince November last year, with the change of attitude of the Federal Reserve and a series of crisis events, the market has been strong in bullish sentiment, and the price of gold has also risen from around 1600 to 2100. As for whether the gold price is PRICE IN, there are still different opin
      1.90KComment
      Report
      Are you ready for the gold's soar? I'm looking for $2,100 gold price in the near future
    • REIT_TIREMENTREIT_TIREMENT
      ·2023-05-28

      United Hampshire US REIT Review @ 25 May 2023

      $UtdHampshReitUSD(ODBU.SI)$ Basic Profile & Key Statistics Main Sector(s): Retail & Logistics (Self-Storage) Country(s) with Assets: United States No. of Properties (exclude development/associate/fund): 23 Key Indicators Performance Highlight Gross revenue, NPI and distributable income increased YoY mainly due to contributions from Upland Square which was acquired in Jul 2022. Development Construction of the new store expansion on ST. Lucie West excess land has commenced site work and is expected to be completed in 2024. Related Parties Shareholding REIT Sponsor's Shareholding: Below median by 20% or more REIT Manager's Shareholding: ± 10% from median Directors of REIT Manager's Shareholding: Above median by 20% or more Lease
      1.72K5
      Report
      United Hampshire US REIT Review @ 25 May 2023
    • 程俊Dream程俊Dream
      ·2023-05-24

      Offshore Yuan Drops Past 7 Per Dollar for First Time Since 2020,What can we expect from it?

      The US Dollar Index's tepid rebound more or less made the market ignore the recent trend of RMB. After hitting the level of 6.7, RMB fluctuated and fell back, returning to the integer mark of 7 again. For foreign investors, the continuation of the exchange rate trend will affect the actual income.It is not difficult to find from the following figure that the US dollar/RMB exchange rate and the US Dollar Index have maintained a high positive correlation, but in this round of market, the depreciation of RMB is greater than that of the US dollar as a whole (the US Dollar Index has not yet broken through the previous high level). In other words, the market's judgment on the internal situation of RMB may be quietly changing. In macro monetary policy, the differences between China and the United
      1.91K6
      Report
      Offshore Yuan Drops Past 7 Per Dollar for First Time Since 2020,What can we expect from it?
    • REIT_TIREMENTREIT_TIREMENT
      ·2023-05-24

      Frasers Logistics & Commercial Trust Review @ 21 May 2023

      $FRASERS LOGISTICS & IND TRUST(BUOU.SI)$ Basic Profile & Key Statistics Main Sector(s): Office, Industrial & Logistics Country(s) with Assets: Australia, Singapore, Germany, England & Netherlands No. of Properties (exclude development/associate/fund): 107 Key Indicators Performance Highlight Gross revenue, NPI, distributable income and DPU declined YoY mainly due to mainly loss of income from Cross Street Exchange which was divested on 31 March 2022 and lower exchange rate for f AUD, EUR and GBP against the SGD. Rental Reversion Rent reversion for the latest quarter is at 3.6% for incoming vs outgoing and 23.2% for average vs average. Development The development of Ellesmere Port is targeted to be completed by Dec 2
      2.93K6
      Report
      Frasers Logistics & Commercial Trust Review @ 21 May 2023
    • Jason BrownJason Brown
      ·2023-05-06
      How long is it going to last?
      5457
      Report
    • th0mastanth0mastan
      ·2023-10-28
      The recent correction in Singapore stocks is a sign of fund moving out of the local market. STI has a relatively small market capital so it is very susceptible to external fund flows and market manipulation. Over the past 52 weeks, you can see insituation investors had sold more than twice the amount stocks than retail investors. This is more apparent in REITs with the rising interest environment. Tbills and bonds offer relatively decent yield (3-4%) with relatively low risk. In the likes of Tbills and SSBs, many Singaporeans would reckon that its zero risk. On that note, why would one enter into REITs for 5% yield with exposure to market volatility and potential recession risk. Another point to note is that the drawdown is across the board and not just concentrated yo a particular reit, t
      220Comment
      Report
    • TigerongTigerong
      ·2023-08-20
      It's noteworthy that despite the United States boasting a significantly larger economy, its real estate developers do not surpass their Asian counterparts in terms of wealth. This implies that the pricing and demand for residential properties in the US might not be as lucrative as in Asia. Statistics show that approximately 66% of Americans are homeowners, whereas the homeownership  [Speechless] rate in China exceeds 90%. Another point worth noting is that in the United States, there is a preference for residing in suburban areas in detached, single-family homes, with commuting to urban centers for work being the norm. Following the onset of the post-Covid era, there is an increased inclination towards remote work. A significant portion of residential properties in the US consist
      173Comment
      Report
    • ETF TrackerETF Tracker
      ·2023-07-27

      Returns Over 40%! Two Homebuilder ETFs Beat the Market Easily This Year

      The real estate market in the U.S. tends to be more active in the spring and summer. Many homebuyers are looking to settle in before the start of the new school year and take advantage of the number of new listings.However, it is worth noting that secondary home sales were down 3.3% in June compared to the last month. According to the National Association of Realtors, the seasonally adjusted annualized sales were 4.16 million units.There was a significant drop from June 2022 with sales declining 18.9%, which was the slowest sales rate since June in 2009.However, the current issue was not a lack of homebuyers, but rather the opposite. The ongoing shortage of available housing contributed to the continued weakness in the real e
      8.77K5
      Report
      Returns Over 40%! Two Homebuilder ETFs Beat the Market Easily This Year
    • AgxmAgxm
      ·2023-10-26
      Isit time to buy the bottom or avoid reit since it had been hit the hardest?
      164Comment
      Report
    • SGX_StarsSGX_Stars
      ·2023-07-24

      Weekly Inflows and Outflows: SEMBCORP, Seatrium, SIA,Genting, DBS, UOB& Keppel

      Stocks with highest net institutional inflow in 2023Stocks with highest net institutional outflow in 2023Within the Singapore stock market,  $SEMBCORP INDUSTRIES LTD(U96.SI)$ and  $Seatrium(S51.SI)$ have booked the most net institutional fund inflows in the year to Jul 18.Source: TigerTradeSource: TigerTradeBoth stocks have been associated with pivots to sustainable infrastructure and have also ranked among Singapore’s most traded stocks over the period.Seatrium has been Singapore’s sixth most traded stock, while Sembcorp Industries has ranked among the 15 most traded stocks, up from ranking among the 30 most traded stocks in 2022.The next two stocks that have seen the next highest net insti
      5.93K1
      Report
      Weekly Inflows and Outflows: SEMBCORP, Seatrium, SIA,Genting, DBS, UOB& Keppel
    • SGX_StarsSGX_Stars
      ·2023-07-24

      REIT Watch - 17 S-Reits reporting earnings during the week

      Schedule of S-REITs & Property Trusts’ Earnings or Business UpdatesCompanyRelease dateRelease timePeriodType $SABANA INDL REIT(SBBSF)$ 19-JulReleasedHalf YearFinancial Results $KEPPEL DC REIT(AJBU.SI)$ 24-JulAfter MarketHalf YearFinancial Results $Frasers Centrepoint Trust(FRZCF)$ 25-JulAfter Market3QBusiness Update $KEPPEL REIT(K71U.SI)$ 25-JulAfter MarketHalf YearFinancial Results $MAPLETREE LOGISTICS TRUST(M44U.SI)$ 25-JulAfter Market1QFinancial Results $ESR LOGOS REIT(CGIUF)$ 26-JulBefore MarketHalf YearFinancial Res
      3.05K1
      Report
      REIT Watch - 17 S-Reits reporting earnings during the week
    • Ivan_GanIvan_Gan
      ·2023-08-03

      A potential stock market sell-off is imminent,A serious risk event lies ahead

      Entering August is the time window when the US market was expected to enter high risks.At present, although the economic data of the United States is still strong, the bearish voice of the market has gradually disappeared. Therefore, if some unexpected events happen in the future, it may lead to the overall correction of the market, so we must pay attention to it.The biggest news over the weekend was that Moscow was hit by Ukrainian drones. Although Russia has not responded with further actions, it is hard to say that things will not get worse. If the incident intensifies, pushing up oil prices and CPI rises again, will the trend come again as last year?First, the highlights of the US stock indexExcluding emergencies, the United States will meet non-agricultural data. The highlight of this
      2.34K1
      Report
      A potential stock market sell-off is imminent,A serious risk event lies ahead
    • 程俊Dream程俊Dream
      ·2023-07-25

      What Will Happen to the NASDAQ After the Special Rebalance? Maybe Nothing...

      On Monday, the Nasdaq 100 Index will undergo the final "special weight adjustment", and the overall weight of technology stock giants will be lowered. Will this affect the rhythm of long-term US stocks, and will it cause relatively large fluctuations in the day?According to the market value rebalancing rule, among the 100 constituent stocks of Nasdaq,The weight of a single component cannot exceed 24%; At the same time, the total weight of constituent stocks with a single weight exceeding 4.5% cannot exceed 48%, otherwise it will be reduced to 40%. Since its establishment, Nasdaq has only made two special power adjustments, namely December 1998 and May 2011. According to Goldman Sachs' previous forecast, the total weight of seven major technology stocks, including NVIDIA, which caught fire
      2.06K1
      Report
      What Will Happen to the NASDAQ After the Special Rebalance? Maybe Nothing...
    • SGX_StarsSGX_Stars
      ·2023-07-10

      REIT Watch - Retail investors net bought S$390m of S-REITs in 1H2023

      😎Hi Tigers,Be sure you read to the final word, you won't miss any surprises. 😎😃 @SGX_Stars will share out REIT Watch - Retail investors net bought S$390m of S-REITs in 1H2023. Please stay tuned.😃😃Note: All the below-mentioned stocks are not for trading advices directly, please seriously do your own part of research before you make any trading actions.S-Reits sub-segment net flows in H1 2023Top 5 institution/retail net buy/sell S-Reits in H1 2023In the first half of 2023, the iEdge S-REIT Index gai
      2.88K6
      Report
      REIT Watch - Retail investors net bought S$390m of S-REITs in 1H2023
    • SGX_StarsSGX_Stars
      ·2023-07-17

      REIT Watch - 10 S-Reits which outperformed in H1

      SINGAPORE-LISTED real estate investment trusts (S-Reits) continue to hold up despite decelerating global growth, with the iEdge S-Reit Index generating 2.1 per cent in total returns in the first half of 2023, outperforming the $Straits Times Index(STI.SI)$ 1.2 per cent and the FTSE EPRA Nareit Asia ex Japan Index’s -1.7 per cent.In fact, 17 out of 40 actively traded S-Reits outperformed the iEdge S-Reit Index during the period.The top 10 best performing S-Reits in the first six months of the year generated over 9.3 per cent in total returns and average 6.2 per cent in distribution yield.The 10 S-Reits were  $KEPPEL DC REIT(AJBU.SI)$$Cromwel
      1.43K1
      Report
      REIT Watch - 10 S-Reits which outperformed in H1
    • REIT_TIREMENTREIT_TIREMENT
      ·2023-05-24

      Frasers Logistics & Commercial Trust Review @ 21 May 2023

      $FRASERS LOGISTICS & IND TRUST(BUOU.SI)$ Basic Profile & Key Statistics Main Sector(s): Office, Industrial & Logistics Country(s) with Assets: Australia, Singapore, Germany, England & Netherlands No. of Properties (exclude development/associate/fund): 107 Key Indicators Performance Highlight Gross revenue, NPI, distributable income and DPU declined YoY mainly due to mainly loss of income from Cross Street Exchange which was divested on 31 March 2022 and lower exchange rate for f AUD, EUR and GBP against the SGD. Rental Reversion Rent reversion for the latest quarter is at 3.6% for incoming vs outgoing and 23.2% for average vs average. Development The development of Ellesmere Port is targeted to be completed by Dec 2
      2.93K6
      Report
      Frasers Logistics & Commercial Trust Review @ 21 May 2023
    • 机构有话说机构有话说
      ·2023-06-09

      The falling price of copper is trying to tell us something about a recession

      From the domestic macro point of view, it is still unsatisfactory at present, but the price decline has already priced in some negative factors in stages. Considering that the overall decline of other industrial metals has been very considerable, and many of them have fallen near the cost or reduced production, so the weak recovery may start to price towards the end of recovery, and the price will rebound.1. Review of COMEX copper market last weekCOMEX copper price fluctuated and rebounded last week, and the operating center of gravity moved up. The resolution of the debt ceiling problem has given the market some room to risk on, and risky assets have generally rebounded. The weaker economic data in Europe was priced in the previous price decline, while the economic data in the United Stat
      4.03K5
      Report
      The falling price of copper is trying to tell us something about a recession
    • 顾明喆顾明喆
      ·2023-06-08

      3 Reasons Why You Should Buy US Stocks Now

      Even in the case of economic recession, the selling pressure on the stock market will not be as severe as in the past.Simon White, macro strategist at Bloomberg, believes that the excessive focus on economic recession stems from its impact on portfolio. The S&P 500 index fell an average of 5% before the recession began, and may fall a further 30% during the recession. But the price trend shows that stocks may not suffer such serious losses this time.However, first of all, the risk of recession has obviously increased, even if it is not an absolute certainty.One of the most comprehensive and reliable leading indicators for measuring economic recession is the recession gauge. It consists of 14 recession sub-indicators, covering a wide range of market and economic conditions. When at leas
      4.71K12
      Report
      3 Reasons Why You Should Buy US Stocks Now
    • REIT_TIREMENTREIT_TIREMENT
      ·2023-05-28

      United Hampshire US REIT Review @ 25 May 2023

      $UtdHampshReitUSD(ODBU.SI)$ Basic Profile & Key Statistics Main Sector(s): Retail & Logistics (Self-Storage) Country(s) with Assets: United States No. of Properties (exclude development/associate/fund): 23 Key Indicators Performance Highlight Gross revenue, NPI and distributable income increased YoY mainly due to contributions from Upland Square which was acquired in Jul 2022. Development Construction of the new store expansion on ST. Lucie West excess land has commenced site work and is expected to be completed in 2024. Related Parties Shareholding REIT Sponsor's Shareholding: Below median by 20% or more REIT Manager's Shareholding: ± 10% from median Directors of REIT Manager's Shareholding: Above median by 20% or more Lease
      1.72K5
      Report
      United Hampshire US REIT Review @ 25 May 2023
    • KevinChenNYCKevinChenNYC
      ·2023-06-08

      8 Points of 2023 National REIT Conference: AI in REITs & Outlooks

      The first week of June is the National Real Estate Week, and Huisheng Financial was invited to participate in the National REIT Conference again.More than 300 REITs (Real Estate Trust Funds) and leading companies covering various subdivisions of the global real estate industry came to participate in the conference.The National REIT Association was born in September 1960, when US President Eisenhower signed a decree establishing the real estate trust fund industry. The day after he signed the law, the National REIT Association was established in Washington and began its annual meeting in New York.This meeting should be the 63rd annual meeting, comparable to the history of Mr. Buffett's Berkshire Hathaway shareholder meeting. Of course, unlike the general meeting of shareholders, which is fr
      1.37K3
      Report
      8 Points of 2023 National REIT Conference: AI in REITs & Outlooks
    • 程俊Dream程俊Dream
      ·2023-05-24

      Offshore Yuan Drops Past 7 Per Dollar for First Time Since 2020,What can we expect from it?

      The US Dollar Index's tepid rebound more or less made the market ignore the recent trend of RMB. After hitting the level of 6.7, RMB fluctuated and fell back, returning to the integer mark of 7 again. For foreign investors, the continuation of the exchange rate trend will affect the actual income.It is not difficult to find from the following figure that the US dollar/RMB exchange rate and the US Dollar Index have maintained a high positive correlation, but in this round of market, the depreciation of RMB is greater than that of the US dollar as a whole (the US Dollar Index has not yet broken through the previous high level). In other words, the market's judgment on the internal situation of RMB may be quietly changing. In macro monetary policy, the differences between China and the United
      1.91K6
      Report
      Offshore Yuan Drops Past 7 Per Dollar for First Time Since 2020,What can we expect from it?
    • Ivan_GanIvan_Gan
      ·2023-06-06

      Are you ready for the gold's soar? I'm looking for $2,100 gold price in the near future

      Friday night's non-agricultural data was stronger than expected by the market. Although the unemployment rate rose, the gold market chose to believe that the Federal Reserve would continue the rate hike, which led to a sharp drop in gold prices. In the early morning of June 15th, the Federal Reserve will meet on interest rates. Obviously, the market is currently pricing in the results of the meeting and the words after the meeting, and gold has reached a key position.Important technical support of goldSince November last year, with the change of attitude of the Federal Reserve and a series of crisis events, the market has been strong in bullish sentiment, and the price of gold has also risen from around 1600 to 2100. As for whether the gold price is PRICE IN, there are still different opin
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      Are you ready for the gold's soar? I'm looking for $2,100 gold price in the near future
    • 程俊Dream程俊Dream
      ·2023-06-07

      Be careful in a rising market,Correction is Coming!

      The non-farm data released last weekend greatly exceeded expectations, which made the expectations of rate hike rise again in July. Despite this, Nasdaq, driven by AI speculation, still performed strongly and continued to close up for several weeks. Compared with the outstanding Nasdaq, although the S&P and Dow also rose, they failed to get out of the range obviously. For the US stock index, whether it is only a short-term glow of the Nasdaq or a new round of strong start has become the main focus of the market.The weekly chart of Nasdaq shown in the following figure shows that since bottoming out in October last year, the index has been fluctuating upward, and the trend in the early period is basically consistent with other stock indexes. The main relatively independent market appeare
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      Be careful in a rising market,Correction is Coming!
    • ETF TrackerETF Tracker
      ·2023-06-08

      Long-Term Investors Piling Into 1 Tech ETF

      Exchange-traded fund investors are skeptical of this year’s tech rally. A net $1.4 billion has come out of tech stock ETFs this year, even as the S&P Information Technology Sector Index has soared by 35%. Even the popular Invesco QQQ Trust (QQQ), which is often considered a tech proxy, has registered net outflows of $538 million, despite a 33% increase in the fund’s share price.  One ETF, however, is bucking the trend. The Invesco Nasdaq 100 ETF (QQQM) has pulled in $4.3 billion of new money so far in 2023, more than all but a dozen other ETFs.  The inflows, along with price gains, have led to a more than doubling in QQQM’s assets under management since the start of the year, from $5.7 billion to $12.3 billion.  The ETF’s ascent into the 11-figur
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      Long-Term Investors Piling Into 1 Tech ETF
    • REIT_TIREMENTREIT_TIREMENT
      ·2023-05-05

      Digital Core REIT Review @ 2 May 2023

      $DigiCore Reit USD(DCRU.SI)$ Basic Profile & Key Statistics Main Sector(s): Industrial Country(s) with Assets: United States & Canada No. of Properties (exclude development/associate/fund): 11 Key Indicators Performance Highlight Gross revenue has improved slightly YoY, however, NPI and distributable income declined YoY mainly due to higher property expenses, finance expenses as well as tax expenses. Related Parties Shareholding REIT Sponsor's Shareholding: Above median by 20% or more REIT Manager's Shareholding: Below median by 20% or more Directors of REIT Manager's Shareholding: Below median by 20% or more Lease Profile Occupancy: ± 5% from median WALE: ± 10% from median Highest Lease Expiry within 5 Years: Above medi
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      Digital Core REIT Review @ 2 May 2023