Tag: mutual-funds
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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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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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MyNest US Fund Mar 25
The long-awaited drawdown of the US stock market finally arrived. Not since 2022 had the US market seen any significant drawdown of sorts.
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DBS 2024 Annual Report Breakdown
DBS had a standout year in 2024, achieving record-breaking financial performance, deepening its digital transformation, and strengthening its commitment to sustainability and community impact.
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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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MyNest US Fund Feb 25
Tariff was the key word of the month. Despite the use of the word in every financial media and conversations, the details and any impact tariff may create is still up in the air.
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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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MyNest US Fund Jan 25
2025 started with a furry of news and activities that may have further implacations on companies in the portfolio. The 2 key events I kept my eyes on was the following.
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Jumbo Group Annual Report Review
Jumbo group was a position initiated into the SRS Fund due to my revenge travel boom thesis in Jun 2023. Back then I concluded that Jumbo is well positioned to take advantage of Singapore’s reopening to tourism. 18 months later, business was indeed brisk
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