UOL

The CPI came in as expected and some say milder. So that is a good thing for inflation I guess. The markets had a good lift out of it.

Hahaha My local semiconductor-related stocks are up again. The AI infrastructure story is real but the market is made up of investors who vacillate and those out for quick profits. Long term investors should do thorough research so that they can have the conviction.

AI related stocks having a good time with their earnings and stock prices. Unstoppable currently. But still a downside risk given how volatile they are and whether Fed will hike rate or not..

sg banks stocks are having a little pullback, but nothing major yet. little is going on with the war in the middle east, yet oil prices are moving around from baseless sentiments.

Well inflation turns out benign after all and puts less pressure on the Fed to hike. Honestly don’t care much about the yields and don’t think the US will sacrifice the stock market for that. If need to, they will do yield curve control. IMHO, they are going to devalue the dollar.

Seen to me that the renewed appetite for the US AI trade canibalises the SG stocks that are roped for picking, e.g. the banks stocks.

The market has been hesitant to break 8000 while it has shown signs of weakness and dipping to pullback mode. Expect big moves soon so take caution when investing. DCA if you really like to get into the stocks long term(5-10 years). Do not go all in when the market is uncertain yet greedy.

The Chinese tech basket is generally undervalued as compared with their US counterparts. For those who can stomach the constant sell down of Chinese tech, there is a chance of enjoying the fruit when they gets the hot money when market is risk-on.

Looks like Singapore is very much an important cog of the AI supply chain and the exports data shows that clearly. As well Singapore is considered friendly to the US so that should support our GDP.

Singapore’s AI beneficiaries have rallied quite a bit to be honest. Much like their US counterparts, a breather is much required and a healthy outcome.

AI tech spending is still going strong, and AI is a real game changer, really impacting real life. now is the lull (sell in May & go away) but it is not dead, just stoop lower to jump higher

China is recovering, it's been so many years since the real estate bubble pop. Time to go long into China companies and believe in the Chinese will. Tech is definitely a focus!

Singapore M&A is picking up, however regulators are very picky about this. There is significant regulator risk hence play it safe, no point looking for arbitrage.

Alot of news coming out of China, however I will remain cautious as they are facing huge deflationary problem till now. You can see from the huge numbers of China F&B in Singapore! They have to export out their services.

Singapore electronics manufacturing and export has always been robust and steady. There is without a doubt in my mind that longing SG semi names are a must, look at how much they sky rocket!