Skate to where the puck is going to be – the value chain profits in the electric vehicle (EV) revolution will be shifting towards addressing the bottleneck in the critical charging infrastructure, as evident from how the Nordic countries are leading the way when it comes to the adoption of EVs, led by Norway and Sweden. Norway is…
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The battering ram of the steepening yield curve has mercilessly pummelled the gilded castle of havens and defensives during the week, with gold, bonds, REITS and yield-based structured-notes products down significantly in a blood bath rout – and the downward trend that portend further losses looks likely to continue at least till mid-2021. Gold slumped…
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Markets rose to new highs in a choppy U.S. session even as 10-year Treasury yields steepened further this week to 120 bps after Fed’s Powell pledge of a ‘patiently accommodative’ policy to boost the pandemic-ridden US labour market. Gold fell after Powell moved to damp down inflation expectations by saying that any rise in prices…
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It’s bigger and more social than ever! At US$180 billion in revenue, videogames have grown exponentially to become a bigger moneymaker than the global movie and sports industries combined, evolving from being a fringe activity for teenagers into a mainstream form of entertainment as they become a gathering place for friends and families to stay in…
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U.S. markets jumped to recover from last week’s Reddit-induced losses and the largest hedge fund de-grossing in a decade on Biden’s push of his proposed US$1.9 trillion stimulus plan, as the Senate voted 51-50 on Friday to approve the massive fiscal stimulus package with vice president Kamala Harris casting the tiebreaker. MSCI ACWI All World…
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Markets collapsed in the worst and most volatile week since October 2020 as hedge funds had to carry out forced selling of their long positions to offset heavy losses incurred from their heavily-shorted stock positions that were short-squeezed by the hordes of retail day traders on Robinhood ganging up in Reddit and other social media…
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Where do doctors, surgeons, oncologists and medical professionals go to learn about the latest medical practices and information? In Japan, they have formed a habit to sign into their Netflix-like paid-subscription account to stream thousands of fun and useful video programs by leading lecturers who are active at the forefront of clinical practice explain information useful in…
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“We will have a few weeks of extra money and a few weeks of putting your last, desperate chips into the game, and then an even more spectacular bust. When you have reached this level of obvious super-enthusiasm, the bubble has always, without exception, broken in the next few months, not a few years,” GMO’s…
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During the time in teaching management accounting at the Singapore Management University (SMU), I would ask the class to think of an example of a global monopoly so as to illustrate the dynamics between cost/profit behavior, capex budgeting, innovation and the total addressable market. Sure, there are market leaders like Google in search engine and…
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Macroeconomic Commentary U.S. markets experienced its largest weekly decline since 30 Oct 2020, the week before the presidential elections, after the euphoria over Biden’s $1.9 trillion fiscal stimulus plan that was unveiled on Thursday fizzled with growing doubts on how much of the package will realistically and ultimately get passed by Congress, and over the…
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From a single store in Finland’s Tampere, Europe’s largest lake district wedged between two beautiful lakes, this quiet innovator has held firm to its mission “to support and safeguard the furry everyday life of pet lovers” to grow to become Nordic’s #1 pet care e-commerce and omni-channel retailer. The first store that was opened in 1988…
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During the week ended 8 Jan 2021, the the Portfolio of Global Dividend-Yielding Innovators gained around 0.8% nett in SGD, vs MSCI ACWI All World index +3%, S&P 500 +1.8%, Gold -2.6%, Microsoft -1.3%, Apple -0.5%, Facebook -2.1%, Amazon -2.3%, Adobe -3%, Visa -1.5%, Nestle -2.8%. Since the recent inception on 28 August 2020, the Portfolio…
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“There are simply no answers to some of the great pressing questions. You continue to live them out, making your life a worthy expression of leaning into the light.” – Barry Lopez Since her recent inception on 28 August 2020, the Portfolio of Global Dividend-Yielding Innovators has generated double-digit returns in SGD terms and overall…
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Goodbye virus-ridden 2020, Hello hopeful 2021. As we cross into the new year, the virus is still raging, with new infections near peaks in the U.S. and much of Europe, where millions of people are living under strict lockdowns. Yet, global stocks added around US$15 trillion in market cap in 2020, pushing above US$100 trillion…
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Open to scholars from all cultures, the Library of Alexandria, one of the Seven Wonders of the Ancient World, epitomized the zenith of learning and knowledge for over six centuries. Built by the Ptolemaic kings of Egypt, successors of Alexander the Great, they had a staggering ambition: to house all of the books ever written…
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During the week ended 25 December 2020, the the Portfolio of Global Dividend-Yielding Innovators gained over +0.9%, vs MSCI ACWI All World index -0.2%, S&P 500 -0.2%, NASDAQ 100 -0.2%, NYFANG -2.9%, Hang Seng -0.4%, Topix -0.8%, FTSE -0.4%, DAX -0.3%, Facebook -3.3%, Amazon -0.9%, Alibaba -14.6%, Tencent -4.1%, China Mobile -2.3%, Nestle -1%, Unilever -0.9%,…
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Behold the marvel of rail trains and buses of over 500 transport operators in Germany and Europe who are punctual and running smoothly for annual ridership by the billions with the world-famous German-like efficiency and precision – all because they are relying on the software solutions developed by a quiet digital innovator who commands over…
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During the week ended 18 December 2020, the the Portfolio of Global Dividend-Yielding Innovators gained over +4%, vs MSCI ACWI All World index +0.7%, S&P 500 +1.25%, Hang Seng -0.03%, FTSE -0.3%, Google -2.9%, Intel -4.6%, Alibaba -1.7%, Tencent -1.4%, Meituan -5.2%, JD.com -1.3%, Unilever -1.6%, GSK -4%, Merck -4.1%. Since the recent inception on 28…
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Who could have foreseen that Europe’s largest and probably the most successful home electronics store with 35,000 square meters of retail space, around the size of 5 soccer fields, is in a former cargo port-turned-modern district in Jätkäsaari, situated on the southwestern tip of Central Helsinki facing the open sea? The Jätkäsaari store also features Finland’s largest and free…
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During the week ended 11 December 2020, the the Portfolio of Global Dividend-Yielding Innovators gained +0.3%, vs MSCI ACWI All World index -0.6%, S&P 500 -1%, Nasdaq -0.7%, Nasdaq 100 -1.2%, Euro Stoxx -1.5%, German DAX -1.4%, China CSI 300 index -3.5%, Hang Seng -1.2%, Microsoft -0.5%, Amazon -1.5%, Facebook -2.2%, Google -2.5%, Visa -3%, Mastercard…
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“Our company runs one of the largest image sharing networks in the world. In the UK alone, where virtually all hospitals are connected to our solutions, more than 35 million medical images are shared every week. One of our growth initiatives in Imaging IT Solutions is digital pathology. At an early stage, our company was…
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During the week ended 4 December 2020, the the Portfolio of Global Dividend-Yielding Innovators gained +2.3%, vs MSCI ACWI All World index +1.4%, S&P 500 +1.7%, Microsoft -0.4%, Amazon -1%, Nestle -3.2%, Unilever -5.7%, Keppel DC REIT -3.9%, NetLink Trust -2%, Sheng Siong -1.3%. Since the recent inception on 28 August 2020, the Portfolio of Global…
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“When flying, you must not forget how difficult it was to take off.” – Mr. A From the alleys and cobbled streets of Växjö in Småland, southern Sweden, emerged an idea in 2001 so innovative that the market took years to catch up. Guided by its down-to-earth culture and values, the Nordic SaaS innovator has transformed that…
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During the week ended 27 November 2020, the the Portfolio of Global Dividend-Yielding Innovators gained +3.9%, vs MSCI ACWI All World index +2.4%, S&P 500 +2.3%, Apple -0.6%, Nestle -1.3%, Gold (physical spot in USD) -4.5% as the VIX crashes below 20 to February lows during the week. Notably, Gold is heading for its 3rd straight weekly…
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A stunning and little-known fact is that buildings are responsible for 40% of worldwide energy consumption and climate-damaging CO2 emissions. 40% of the energy used in buildings by HVAC (heating, ventilation & air-conditioner). With proper building controls systems, energy savings of up to 50% can be achieved compared to buildings without. And technical and sustainable…
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During the week ended 20 November 2020, the the Portfolio of Global Dividend-Yielding Innovators gained +1.4%, vs MSCI ACWI All World index +0.4%, S&P 500 -0.8%, Gold (physical spot in USD) -1%. Since the recent inception on 28 August 2020, the Portfolio of Global Dividend-Yielding Innovators maintained her positive absolute returns, during which MSCI ACWI All…
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All of Japan’s top critical industrial high-tech machinery – from industrial robots, semiconductor equipment and the computer control system of the nuclear power plant, to the trajectory control system of the satellite, biotechnology and pharmaceutical inspection scientific equipment – needed one essential product and solution to befit the “Made-in-Japan” world-class quality status to sell effectively…
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During the week ended 13 November 2020, MSCI ACWI All World index +2.5%, NYSE FANG+ index -4.1%, Gold (physical spot in USD) -3.2%. Since the recent inception on 28 August 2020, MSCI ACWI All World index +3.8%, S&P 500 +2.2%, Euro Stoxx Tech index -5.8%, Shanghai Composite index -2.8%, Gold (physical spot in USD) -3.9%,…
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A dog in Sweden’s northernmost province Lapland had positively influenced the dental health of over 500 million pet dogs and cats around the world in giving them fresh breath and healthy gum. The most reoccurring health issue among pets for pet owners is dental hygiene, with more than 80% of dogs and 70% of cats…
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The Portfolio of Dividend-Yielding Global H.E.R.O. Innovators maintained her overall outperformance against major world indexes for the 9th consecutive week since her recent inception on 28 August 2020. During the week ended 6 November 2020, MSCI ACWI All World index surged +7.4%, S&P 500 +7.3%, NASDAQ +9%, DAX +8%, Euro Stoxx +6.7%, STI +6.3%, Gold (physical…
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