Feb 24, 2025 In recent financial news, there has been a discussion on T-Bill yields potentially going back up to 3.0%. Comparisons were made between the yields of T-Bills and fixed deposits, with T-Bills currently offering a higher yield. This has led to considerations on where to park cash for
Feb 23, 2025 I recently learned that private credit has become a thriving industry, with individuals in this sector now making up a significant portion of the superwealthy. Unlike the more traditional roles of hedge fund managers or corporate raiders, these individuals are involved in the business of providing loans
Feb 22, 2025 I recently learned that the stock market is currently considered expensive, with most S&P 500 valuation metrics above historical averages. However, Bank of America suggests that there is a bullish case that has not been fully priced in yet. Despite the high valuations, investors are still buying
Feb 21, 2025 I recently heard that the S&P 500 reached another record high, with more stocks participating in the upward momentum compared to last year. Trader Simon Ree highlighted the importance of market breadth and how focusing on a wider range of stocks can uncover opportunities. He pointed out
Feb 20, 2025 I recently came across news about significant investments in renewable energy insurance by MSIG Asia and RiskPoint, in anticipation of a potential $3 trillion investment in power generation in the Asia-Pacific region by 2033. Additionally, global insurtech funding hit a seven-year low in 2024, with Australia experiencing
Feb 19, 2025 Last week, the stock market shifted its focus towards growth rather than inflation, with value stocks and smaller stocks being highlighted as smart plays by Neuberger Berman. The S&P; 500 had its best week in a while, despite some hot inflation reports. The co CIOs at Neuberger
Feb 18, 2025 I recently learned about the defense forum that focused on the ASEAN-Japan security ties in 2025. The Japan-ASEAN defense vice-ministerial forum brought together all current full members of the grouping, except Myanmar, highlighting Tokyo’s growing regional interactions. The meeting provided insights into key developments and details in
Feb 17, 2025 I recently read an article discussing the financial challenges facing China, with concerns raised about the possibility of deflation and the risk of entering a lost-decade scenario similar to Japan. The comparison to Japan’s past struggles has raised questions about the future of investing in China and
Feb 16, 2025 The U.S. Consumer Price Index (CPI) experienced a 0.47% increase in January 2025 compared to December 2024, marking the largest one-month change since August 2023. This rise indicates an annualized growth rate of nearly 6%, following a trend where businesses typically implement their annual price increases early
Feb 15, 2025 European stocks have been performing well this year, with the STOXX Europe 600 index hitting a record high and Germany’s DAX index reaching a fresh peak. The valuation gap between European stocks and the S&P 500 is significant, with Europe’s forward price to earnings ratio lower than