Tag: investment
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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.
