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3 Books to help you (geographically) Diversify your Portfolio for success in 2022

3 Books to help you diversify your Portfolio in 2022

One of the most significant investment mistakes ever made in the Early Retirement Masterclass (ERM) occurred in the first training batch I conducted in 2018. The investment process flagged Ascendas India Trust as a possible investment option for the portfolio. However, the team that did the research rejected the counter. In 2019, the counter went … Read more

MAMAA stocks outlook for 2022

mamaa-outlook-2022

What is MAMAA? For the uninitiated, MAMAA is an acronym for the top five tech stocks listed in the US. Together, they have a total market capitalisation of around US$10 Trillion and carry an approximate 21% weight in the S&P 500 index. The five tech stocks that form the MAMAA acronym are Meta Platforms (Meta), … Read more

Semiconductor market outlook 2022: Will TSMC deliver?

In recent years, the need for semiconductors has risen as the world has become increasingly digitalised. This trend has accelerated in the last two years since the pandemic began. More and more businesses are realising the need for digital transformation and are scrambling to go digital. Demand for medical equipment, data centres, and computers increased … Read more

China Stocks Outlook 2022

2021 had been an eventful year for China and the rest of the world. The year started off well across most major stock exchanges, with growth stocks rising in February 2021, coupled with a hopeful outlook as various pharmaceuticals announced their successful COVID-19 vaccine trials. Despite this, the year is expected to end very differently. … Read more