Tag: investment
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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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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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The SRS Fund Mar 2025
The SRS Fund had its fair share of its misses. Two mistakes of omission were particularly costly in which yours truly sold iFast for a 20% gain at $1.20 and Propnex at 65 cents a little while after its IPO.
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The SRS Fund Feb 2025
As we head towards the end of the current government term, Singapore was pleasantly surprised with a budget surplus as its economy grew by 4.4% in 2024.
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The SRS Fund Jan 2025
As the new US president gets to work. The world is anticipating his policies that will likely impact many businesses and countries.
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The SRS Fund Dec 2024 Update
The SRS Fund had its best return in a year since its inception in 2024. SRS Fund value was up 19.4%, excluding new contributions. However, the SRS Fund underperformed its benchmark STI index which drums up a whopping 22% (Dividend included).
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The SRS Fund Nov 2024 Update
The US Presidential Election took centre stage for the month of November. Global stocks then rallied on the back of Donald Trump’s return to the white house. The euphoria took place across all asset classes, led by crypto, as bitcoin rallied past the 100k mark.
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The SRS Fund Oct 2024 Update
As the enthusiasm for the Fed interest rate cut and announced China stimulus subsided during October, the focus has now turned to upcoming earnings seasons.
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The SRS Fund Sep 2024 Update
In last month’s review, I pointed out that the STI benchmark will be hard to beat going forward and any outperformance of the SRS fund will likely be contributed by our China-related holdings.
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