Billy Toh
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
Global Markets Week Ahead: Earnings, Economic Data, and Central Bank Signals to Define the Week Ahead
This week, NVIDIA's earnings, alongside Walmart, Target, and Lowe’s reports, will shape market sentiment and offer insights into consumer trends. Loan prime rate updates, trade
Singapore Market Week Ahead: Trade Data and Dividend Plays Take Center Stage
October's NODX figures will test Singapore's export resilience amid global headwinds. Singtel and SATS trade ex-dividend, rewarding income-focused investors. Nvidia earnings and China's economic updates
Amazon’s Strong Q3 Earnings: Key Insights for Investors
Amazon’s Q3 earnings exceeded expectations, showcasing strong performance across key business areas. Strong growth in e-commerce, cloud, and advertising highlights Amazon’s resilience. Despite risks,
Alphabet’s Strong Q3 Earnings: A Closer Look for Investors
Alphabet reported a strong 15% year-on-year revenue growth driven by search, cloud, and YouTube. Google Cloud saw impressive 35% revenue growth, enhancing Alphabet's AI
Investing in Apple: Should You Jump In After Recent Earnings?
Apple reported a record-breaking quarter but provided conservative guidance for Q1 2025. New AI features and a strong Services division are helping drive Apple’s