Billy Toh
Global Markets Week Ahead: US Inflation and Key Earnings to Watch Out
US inflation data and key earnings from Oracle, Adobe, and Broadcom will shape market sentiment ahead of the Federal Reserve's December meeting. China’s trade and
Singapore Market Week Ahead: Key Drivers and Opportunities to Watch
GP Industries and ICBC CSOP ETF offer tactical ex-dividend opportunities for income-seeking investors. China's trade data and US inflation trends are key drivers shaping Singapore's
The Global Semiconductor Race: Key Developments, Risks, and Opportunities for Investors
U.S. Export Controls Tighten: Stricter rules target China's access to advanced chip technologies, impacting global supply chains. Global Investments Surge: Massive funding in domestic semiconductor
US Tightens Export Controls on China: Challenges and Opportunities in the Tech Race
US Expands Export Controls: New rules target China's advanced chipmaking capabilities, adding restrictions on key technologies and firms. Market Resilience Prevails: Anticipation, diversification, and policy
Global Markets Week Ahead: Jobs Report, PMI Data, and Earnings to Watch
US November jobs report to shape market expectations on Fed policy. China’s PMI data to offer insights into economic recovery efforts. ASEAN nations release
Singapore Market Week Ahead: Key Data and Global Developments in Focus
Singapore's Manufacturing PMI and Retail Sales: Key data to assess industrial activity and consumer spending trends. US Jobs Report and China PMI: Global updates
Trump’s Economic Shake-Up: Top Stocks and Sectors Poised to Win Under Trump 2.0
Trump’s policies reshape the economic landscape with a focus on energy, AI, and infrastructure. Energy, financials, and technology sectors are set to thrive. Top performers
Trump’s Second Term: What Investors Need to Know?
Aggressive tariffs aim to reshape trade and boost American businesses. Deregulation sparks M&A activity and growth in banking and energy industries. Defense spending surges, but
Global Markets Week Ahead: US Corporate Earnings and Key Data Take Center Stage
US corporate earnings and inflation data will drive global sentiment, influencing Southeast Asia's key economies. China’s industrial profits and PMI readings will be pivotal
Singapore Market Week Ahead: Inflation and Industrial Production Data Take Center Stage
Singapore’s inflation and industrial production data will provide key insights into economic resilience and manufacturing recovery. US inflation data and FOMC minutes will shape
NVIDIA’s Earnings Highlights: Key Takeaways for Investors
NVIDIA's Q3 2025 earnings reported record-breaking data center revenue of $30.8 billion, up 112% YoY. The company forecasted its slowest revenue growth in seven quarters,
Walmart’s Earnings Reveal Big Wins in Consumer Spending Trends
Walmart's U.S. comparable sales rose 5.3%, driven by grocery and e-commerce growth. E-commerce sales surged 27%, with delivery and pickup services gaining strong traction. Membership