2023 Jan Portfolio Update

January portfolio update. Currently @ 1.1m. Notch up 1% from the previous month. It’s heartening to see the Chinese stocks slowly recovering, turning red to green. However, at the same time, my US related REITs are pretty affected by the Manulife REI...

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Jan 20, 2023
The new world of Decentralized finance (DeFi)

Decentralized finance (DeFi) Decentralized finance (DeFi) refers to the world of digital assets that are traded in a decentralized manner, without a central bank or other financial institution. It’s analogous to the traditional financial system, but...

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Jan 20, 2023
On Timing, Sizing and Sell Discipline

Today, let’s spend some time to talk about some of the important nitty gritty of investing. This is not the usual fun and games – big ideas, cheap value names or best-in-class companies. Everyone loves ideas, what to buy, deep dives. But what actuall...

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Jan 20, 2023
10 things I learned from the 2023 Top Glove AGM

Top Glove is the world’s largest glove manufacturer. Founded in 1991, the company has grown from a single production line and 100 employees to 812 production lines and 15,000 employees. Top Glove was recently removed from the FTSE Bursa Malaysia KLCI...

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Jan 20, 2023
Bonds are back (Part I)

Market commentators are seeing a strong case for investing in bonds, reflecting a yield reset in 2022 and as an economic downturn is looking likely this year, notes PIMCO. Here is a list of commentaries from fund managers on why they think bonds are...

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Jan 20, 2023
Bonds are back (Part II)

With market commentators rallying investors to “bring on bonds”, which sectors or markets should investors be looking at? We bring together some ideas from fund houses. Singapore bonds: A low risk diversifier amid uncertainty  Eastspring Investments ...

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Jan 20, 2023