Market Journal
What this report is about: EV makers face stiffening competition from traditional car makers. Valuations also seem stretched. Understand the five main segments of the EV ecosystem to gain exposure to each segment. Investors can also take positions on related industries that might benefit from or be hit by EV adoption. The world is pivoting…Read More
At a glance: China is facing immense political and economic pressures from many countries. US-listed Chinese companies face threats of delisting, a ban from doing business with American companies, or getting blacklisted from American investments. Chinese companies might think twice on listing on US Exchanges. China’s 14th Five-Year Plan focuses on self-strengthening, socio-economic development and…Read More
Despite its size and meteoric growth, the video-game industry still has room for development. It has been identified by many as one of the few winning sectors in this pandemic. For the past two years, business shutdowns and social distancing have limited people’s entertainment options, driving them to play video games at home. Game downloads…Read More
What this report is about: Understanding China’s economic evolutions of online gaming industry for the past 50 years. Analysing the motives behind the China’s crackdown on gaming companies. What are the strategies that companies use to counteract with China’s regulations? With the US National Video Games Day just around the corner, on 12 September 2021,…Read More
What this report is about: China’s crackdown on technology companies has created much unease in markets. Its technology sector remains attractive, given the country’s ambition to become a leading innovative country. Against headwinds for Chinese equities and challenges faced by foreign investors in picking Chinese stocks, get exposure to the sector through our newly launched…Read More
Summary Sony announced the launch of the PS5 in the holiday season of 2020 and the next-generation console is expected to shake up the gaming industry The new console will benefit video game companies, related technological and consumer discretionary sectors The emphasis on a subscription-based business model will help increase the average revenue per user…Read More
The following list showcases some of the most popular stocks – not in any order of ranking – traded by our POEMS clients in July, along with major news announcements on the stocks during the month. At a glance: All three major indices plummeted on 19 July due to COVID-19 variant concerns, before rebounding to…Read More
At a glance: Meme stocks have been known to produce overnight millionaires out of mom-and-pop investors. Meme investing, however, is extremely short-term and volatile, defying fundamental and technical analysis. While their rise is fast and steep, their decline can be just as sharp and swift. What are meme stocks? GameStop’s short squeeze in January 2021…Read More
By now, you should have built a resource library, opened an online brokerage account, and perhaps contemplated dipping your toes into some blue chips or ETFs. Are you then eager to start investing? Today’s Investing 101 introduces you to five basic investment strategies for beginners. As you digest the information, bear in mind that there…Read More
At a glance: Rising inflation has taken markets by surprise. While the Fed may label it as transitory, there is evidence of more persistent drivers of the price surge. Gold is a traditional inflation hedge but studies show it yields mixed results. Gold tends to underperform in times of inflation and appears more effective for…Read More

