The big picture of Growth vs Value, why QE may not result in lower yields and higher stock prices, and Tesla’s fivefold market cap change since start of year caught our attention this week.
Alibaba, Xiaomi and Meituan Dianping will be added to the Hang Seng indices on 7 Sep. Historically, index inclusions appear to have an effect. Just not in the way you might expect!
Temasek will NOT be proceeding with the partial offer for Keppel Corp shares. This results in a change to our investment thesis, as we no longer see a near-term bullish catalyst.
We think Temasek will likely revise the partial offer price downwards, as opposed to walking away from the deal. With a potential revised offer price of S$6.90, Keppel looks cheap to us!
Big Tech’s blockbuster earnings results, Trump’s intention to ban TikTok from the US and 85% of S&P 500 companies beating 2Q earnings estimates caught our attention this week.
Structured Notes are complex products for sophisticated investors. They are not without potential benefits, but it is crucial to take time to learn about them and the risks involved – before investing.