“China Tech Crackdown”, this headline phrase has frequently appeared in the financial news lately and it has turned the stock market upside down. Many familiar names such as Alibaba, Tencent, Meituan, and JD.com, have dropped 40% to 50% from their peak. Didi, which presented an IPO one month ago, lost half of its value and […]
How Will Inflation Affect Your Investment Returns in 2021?
Believe it or not, inflation is the most important factor driving the financial markets right now, and yet there are vastly different views on what we can expect. While some investors believe that inflationary pressure will prove transient, others believe we are on the verge of a structural shift in the financial markets. I belong […]
3 Things You Don’t Know About Investment Performance – Part I
A few days ago, Temasek published details of its investment performance. Temasek reported that it delivered a 24.5% shareholder return in the past financial year. I saw some interesting comments in the forum. Some people say the Temasek manager is lousy, his average return is better; some say by just investing in S&P 500 ETF, […]
How I Use moomoo For Stock Research
My readers always ask me if there are any free platforms for stock research and portfolio monitoring. As you can imagine, the free ones always have limited features unless you are a paid subscriber. However, people tend to overlook that they can get useful data for free via their stock trading platform. But if you […]
Riding on Animal Spirits – Ivan’s Investment Reflection in June 2021
Since March, many people started to worry about the risk of a potential stock market crash. People are rightfully fearing high stock market valuation and inflation risks. The current P/E ratio of S&P 500 is nearly 30 and Nasdaq’s PE is at 88, this is a level that is above the long-term average. Nevertheless, I […]
Optimism is The Virtue of Capitalism – Ivan’s Investment Reflections for May 2021
Lately, stock markets have been getting jittery. Asian markets continued trading sideways while the US and European stock markets struggled to move higher in a zigzag manner. It seems to me that the stock markets have less concern over the resurgence of the number of Covid cases globally than the recent US policy initiatives. “Ivan’s […]