$Tencent Music(TME)$$Alibaba(BABA)$$JD.com(JD)$Chinese equities have contracted a fair bit since their highs earlier this year. Should you beworried? In my opinion, this correction is only healthy as the levels reached prior was not supported by fundamentals. There are 2 key reasons for this pull-back: (i) the possible tightening of financial conditions in China and (ii) the rising regulatory scrutiny (both domestically and externally) on the Chinese Technology sector. These it seems dampened investor sentiment considerably post-Chinese New Year. However such fears may be overblown if you consider the growth potential in the demand for Chinese goods in th
$Histogenics(OCGN)$If you are thinking of selling OCGN at this price after the amazing news yesterday, why? Are you perhaps of the opinion that there is limited upside even if OCGN-Bharat vaccines get approved and rolled out? [疑问]
$SINGTEL 10(Z77.SI)$So I have read and heard some people talk about buying into Singtel (Z77) listed on the SGX for dividend and (gasp) even growth play. The most common reasons cited are as follows: (1) “It is a GLC! [Govt-linked corporation] sure can make it!”(2) “With 5G roll out and digital-banking license Singtel will do well in future”. Before you jump into the bandwagon and think Singtel is good for dividend play or growth play. Please consider whether this teleco (that is its major business) has hope of growth. If we look at it’s historical average, it seems to be on a downward trend (more or less). Why is this so? While Singtel is GLC, it has been slow to adapt to the advent of technological changes. With a relativ