[Premium] Market Outlook 2H2020

I’ve been really busy lately replying messages and moving money around. Still, I wanted to post quickly my thoughts on how I will be investing for the second half of 2020. It seems like COVID-19 will be with us much longer than I expected. Travel this year is out of…

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  1. Right,, tech is the theme of today market, and i do not think it will end so soon. U still can ride the rally to the end of the year. The last tech bubble take 2 yrs to end, And we have just started, I was in in early April , lucky me, Join me,

  2. Hi FI,

    We already know we shared the same tech stocks interest. And I think they are really safe havens for now. Like you, I do not believe in Banks and REITs that much for now. But in China, I heard from all my friends that everyone is back shopping the malls like in the past. Seems like such a big country is doing much better than a smaller SG in dealing with Covid.

    How about Gold and Silver? – Safe Havens also?

    The Tech in HKSE is still cheap in my opinions, because Asian investors are less aware or less interest of tech stocks as compared to US. So maybe it is good to look into HK.

    Ant Financial is going IPO soon. This company is going to be crazy considering the fact that China only has average income of USD10K+ pa – now. Do we not think China will have average income of USD20 or 30K one day?

    Then can you imagine the Tech Stocks explosion in China?

    1. China I am honestly a bit scared to invest. The information they provide is not up to the same standards. Can collapse anytime. I shun the Chinese banks and insurers cause frankly speaking many assets are likely made up. Their market is very speculative also.

      Gold and silver I’m not familiar with, but ya I think it’s worth exploring.

      I want to consider HK too, but uncomfortable with holding HKD. Alot of talk about their currency not able to keep the USD peg.

      Ant Financial is very interesting. I tend to shy away from IPOs but their products are very good. I think I will go in for that.

      Thanks for opening my eyes Rolf

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