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alanyeoKeymaster
Thanks for the question.
As with every financial instruments, there is always risks involved. Good news is that we can always manage the risk.
As with the SG government bonds, its rather straight forward. The risks is the SG Government defaulting on its obligation. In this case, its close to none.
It is meant to be a fixed deposit alternative. For those who are always inclined to put their idle cash into FD, this is definitely one instrument that they can look at now. The SG Government bond is paying a giving a higher yield compared to the FD rates. Moreover, the risk of the local banks defaulting is definitely higher than that of the SG government. Therefore, if SG GOV Bond is used instead of FD, the return is better and yet the risk is lower.
Hope this is helpful.
alanyeoKeymasterThanks for joining!
alanyeoKeymasterI am attaching my views on Gold, another commodity that i have written about one year ago for your reading pleasure.
Gold hitting resistance, time to short gold at multi-year high?
alanyeoKeymasterI believe investors should look at the statistics and historical data to make some informed decisions. In the last 96 years, there were only 6 instances that the S&P closed more than 20% down. I had written about this and provide the link below.
Long term investors should look at buying some big tech names that is trading at a more fair valuation compared to 6 months ago. Names in the space that i personally am looking at are AAPL, AMZN, GOOG, MSFT, META, IBM, INTC.
As for commodities, i am actually bearish about it. I wrote about this, more on CPO prices back then towards the end of April and i attached the link for your reference.
alanyeoKeymasterWith the latest inflation numbers released, i seriously doubt that the FED will be aggressive hiking rates going forward. Not to forget, asset prices depression is also another factor that will curb demand and eventually, bring inflation down.
alanyeoKeymasterREITs is a very broad umbrella, there are different types of assets within different reits’ portfolio. Personally, i am positive about Ascott Reit, banking on the reopening play.
alanyeoKeymasterI think that the valuation of both China and HK market has been very depressed since the turn of the year. If i remember correctly, the forward PE of the hong kong market (HSI below 20,000) was -2 SD away from the mean which i believe is an opportunity for medium and long term investors to take positions. Ultimately, market always do mean reversion after extreme valuations. This second half of the year, i believe that the chinese government will be implementing fiscal policies to stimulate growth and support the economy aggressively to be as close to their target GDP growth target of 5.5% end of 2022.
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