I opened $NVIDIA(NVDA)$  ,Picking up shares when it is down. My believe that nvdia is the front and center of AI 

The first quarter of 2025 saw a volatile yet generally positive performance across global stock markets, with significant regional divergences. The U.S. markets, represented by the S&P 500, likely posted modest gains of around 3-5%, buoyed by a resilient economy and corporate earnings growth, though tempered by high valuations and policy uncertainty. European markets, tracked by indices like the MSCI Europe, possibly lagged with flat or slightly negative returns, reflecting slower economic growth and trade concerns. In Asia, Japan’s Nikkei 225 may have risen by 4-6%, driven by export strength and a weaker yen, while China’s CSI 300 could have declined by 2-4%, weighed down by structural challenges and U.S. tariff threats. Emerging markets as a whole likely saw mixed results, with an av

The 90-day tariff pause between the U.S. and China, announced on May 12, 2025, significantly reduced tariffs—U.S. tariffs on Chinese imports dropped from 145% to 30%, and Chinese tariffs on U.S. goods fell from 125% to 10%. This temporary truce has notable effects on China’s economy and the global economy, though uncertainty persists. Effects on China’s Economy Relief for Export-Oriented Industries: The tariff reduction to 30% eases pressure on Chinese exporters, particularly in manufacturing, electronics, and textiles, previously facing near-embargo-level duties. Factories can resume shipments, with businesses frontloading orders to leverage lower tariffs. However, the 30% tariff, plus existing duties (e.g., 97.5% on some footwear), remains costly, forcing companies to raise prices or abs

$Blackstone Group LP(BX)$ Diversified private equity giant. Definitely one to hold when public markets are going south

I opened $Visa(V)$  ,picking up some shares when sentiments are bad. solid company with good future

Rationale for the Rights Issue The rights issue aligns with FCT’s growth-oriented strategy and financial prudence: Funding the Northpoint City South Wing Acquisition: The S$1.17 billion deal increases FCT’s ownership of Northpoint City to 100%, consolidating its control over one of Singapore’s largest suburban retail complexes (combined NLA of ~1.1 million sq ft). This acquisition taps into a stable, necessity-driven shopper base in Yishun, enhancing portfolio resilience. Portfolio Synergies: Owning both North Wing (already 100% owned) and South Wing allows FCT to optimize leasing, marketing, and asset enhancement strategies across the integrated complex, potentially boosting rental income and operational efficiency. Maintaining Financial Flexibility: With gearing at 36.1% post-divestments

Nucor Corporation (NUE - NYSE) Why Invest: A leading U.S. steel producer, Nucor thrives under tariffs that protect domestic steel from cheap imports (e.g., Section 232 tariffs). Rising infrastructure spending amplifies this. Upside: Strong pricing power and U.S. focus. Risk: Steel price corrections. Caterpillar Inc. (CAT - NYSE) Why Invest: Caterpillar’s heavy machinery benefits from reduced foreign competition and potential U.S. infrastructure boosts tied to tariff-driven domestic growth. Upside: Global reach with U.S.-centric gains. Risk: Trade war escalation hurting exports. ExxonMobil (XOM - NYSE) Why Invest: If tariffs disrupt Canadian or Mexican oil imports, ExxonMobil’s domestic production and refining capacity could see higher utilization and profits. Upside: Energy price stability

I opened $NVIDIA(NVDA)$  ,Added more Nvdia. 

Nvidia (NVDA) Why to Watch: Nvidia is hosting its GPU Technology Conference (GTC) from March 17-21, with CEO Jensen Huang delivering a keynote on March 18. Updates on its Blackwell Ultra chip and Vera Rubin architecture could impact its stock, especially after a big drop in 2025. The conference would give investors a glimpse of Blackwell capabilities and show Nvdia as the clear leader in AI space

$SHENG SIONG GROUP LTD(OV8.SI)$SS has shown it's ability to growth profits in good times and bad. A stable cash cow

I opened $Microsoft(MSFT)$  ,Reinvesting the dividend received 

$SINGTEL(Z74.SI)$Singtel have been actively recycling assets to become asset light. Looking to boost ROE

Since Chagee, a Chinese premium tea chain, filed for its U.S. IPO on March 25, 2025, aiming to list on Nasdaq under the ticker "CHA," let’s break down the key factors to assess its potential as an investment. Chagee has shown impressive growth. In 2024, its net revenue nearly tripled to $1.71 billion USD (12.41 billion Chinese yuan) from $638 million USD (4.64 billion yuan) the previous year, with net income surging 213.3% to $344.5 million USD (2.51 billion yuan). Its gross merchandise value (GMV) also jumped 172.9% to $4.05 billion USD (29.46 billion yuan), reflecting strong consumer demand. The company operates 6,440 teahouses globally as of December 31, 2024, with 6,284 in China, and plans to use IPO proceeds to expand further in China and internationally, including its first U.S. stor

Which Bank Stocks Will Perform Best in 2025? Here’s my take, blending data and a bit of intuition: Top Pick: JPMorgan Chase (JPM) JPMorgan’s dominance, diversified revenue streams, and ability to capitalize on both NII growth and investment banking make it the safest bet for outperformance. Its 56% gain in 2024 shows momentum, and it’s best positioned for a “cyclical inferno” (as BofA’s Savita Subramanian calls it) driven by Fed cuts, deregulation, and profit acceleration. Strong Contender: Bank of America (BAC) BAC offers a compelling mix of value and growth. At $47, it’s trading below some analyst targets (e.g., $52), and its NII forecast ($15.7 billion by Q4) plus a 2.51% dividend yield suggest total returns could hit 20-27% in 2025, per some X sentiment. It’s less flashy than JPM but a

$THE HOUR GLASS LIMITED(AGS.SI)$management embarking on massive buyback to return excess cash to shareholder. 

$DigiCore Reit USD(DCRU.SI)$100% portfolio occupancy and 50% of debt hedge to fixed rate, DCRU looks to have found a bottom

SDRs are financial instruments traded on the Singapore Exchange (SGX) that represent ownership in shares of foreign companies, such as those listed in Thailand or Hong Kong. They allow Singapore-based investors to invest in overseas stocks conveniently, with trades settled in Singapore dollars (SGD), avoiding direct foreign exchange costs and overseas trading fees. Potential Benefits Convenience and Cost Savings: SDRs are traded in SGD, so you don’t need to deal with currency conversions or international brokerage accounts, which can reduce costs. Access to Regional Markets: SDRs provide exposure to growing companies in markets like Thailand (e.g., Airports of Thailand, CP All) and Hong Kong (e.g., Tencent, BYD), which might not be easily accessible otherwise. Diversification: They allow y

$Lendlease Global Commercial REIT(JYEU.SI)$AAfter the rights issue and successful acquisition of JEMS, I believe Lendlease REIT can be a stable and dependable REIT in a challenging environment 

$Starbucks(SBUX)$Seems like Starbucks is a winner even in a inflationary environment. Starbucks rewards look to lock in customers for the long run

$DigiCore Reit USD(DCRU.SI)$one of 2021 hottest IPO not doing too well. Investors are concern about bankruptcy of one tenant and rising interest rate