Category: Value Investing
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The SRS Fund Aug 2025
Singapore Banks, namely DBS, UOB and OCBC had a nice run up over the past 2 years as short-term interest rates heightened after record inflation due to record money printing during the Covid Pandemic
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MyNest US Fund Aug 25
I am happy to report that the fund has returned to keep pace with our benchmark the S&P500 index, despite it being structured to be a more resilient portfolio.
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The SRS Fund Jul 2025
The government drummed that a world class financial sector should include a vibrant stock market. In the month of July this was finally put into action as 2 funds were appointed to invest in the Singapore stock market.
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MyNest US Fund Jul 25
This earnings season has turned out rather well so far, as Google led the way to dispel investors’ concerns about its search monopoly. The company also made inroads into segments including cloud and YouTube.
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The SRS Fund Jun 2025
Cash savers will know that it is increasingly difficult to get a decently high interest rate in the mid of 2025. It was not long ago that yields on T-bills and high savings accounts, etc, were giving out in excess of 3% in returns.
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MyNest US Fund Jun 25
Generative AI is increasingly giving knowledge workers the leverage to be more and more productive. As we embrace the use of ChatGPT, Gemini, Grok etc
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The SRS Fund May 2025
Singapore has a vibrant local food & beverage industry. From local hawkers to upscale Michelin-star restaurants, there is no shortage of options for local consumers to indulge. However, in recent times, the industry as a whole is facing multiple challenges simultaneously.
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MyNest US Fund May 25
Generative AI is increasingly giving knowledge workers the leverage to be more and more productive. As we embrace the use of ChatGPT, Gemini, Grok etc
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The SRS Fund Apr 2025
How will Trump’s tariffs affect Singapore and the rest of the world? Initially, Mr Market said it would be a full-blown trade war, then he changed his mind and is calling bluff on Trump.
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MyNest US Fund Apr 25
The month of April will likely go down in history as one of the most significant as the United States abandoned the World Trade Order that it painstakingly built since the 2nd World War.
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