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, […]
Battleground In A Decoupled World – Ivan’s Investment Reflection in July 2021
“Ivan’s Reflection” is my monthly investment note. The purpose of this article is to document my thought on stocks markets and investment ideas at this specific moment so I can review if they are right and wrong in the future. The strategy I use is called Global Momentum Compass which I have developed over the […]
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 […]
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 […]
How Do Rising Interest Rates Affect Stock Market?
Recently, I wrote an article to caution the readers about the euphoria in the innovational technology stocks. In less than two weeks, many such stocks have crashed more than 20%, led by the stock market darlings such as Tesla, Square and Roku. So what happened? You may not realize that the driver behind is the […]
Kuaishou IPO Mega Listing – What It Means To The Stock Market?
Hong Kong IPO fever is not over, yet. Kuaishou, the biggest rivalry of TikTok, is looking to raise US$5.4bn in Hong Kong IPO this week. Because of the failure of Alibaba’s ANT IPO which was valued at US$313 billion, Kuaishou’s IPO is going to be the world’s biggest internet IPO since Uber’s $8.1 billion U.S. […]