The three main US indices – Dow Jones, S&P500 and Nasdaq have now all reached all-time peak high in 2021 and have consistently rotated among themselves in contention for the best performer in 2021.
So far, all the three indices have hit double digit gains this year and adding that with the gains from the previous pandemic year, they have done remarkably well in what to be considered as one of the toughest periods of this new century.
Unfortunately, not all companies and sectors have contributed to the same number of gains relative to the indices they are in. For example, while there are rotational sectors such as the banks, airlines and cruises that were benefiting from the recovery, others such as e-commerce, cloud stocks are taking a retreat after an eventful year in 2020.
There are also trends and signs of inflation this year and the saga surrounding the Chinese administration and restrictions further adds to the uncertainty.
Global Mid-Year Market Outlook 2021
InvestingNote and MooMoo Futu have kindly organized a mid-year outlook and invited participants from their various industries and years of experience to provide a glimpse of what investors should look out for in the second half of the year.
There will be 4 grand investment themes that will be addressed which are all relevant to us:
- Inflation
- Risk
- Transition
- Growth
Inflation
Inflationary environment is one aspect which concerns most of the people out there because they are directly related to the core cost of living that impacted us.
Imagine a scenario where the cost of healthcare, food and groceries and housing increases overnight while the money that you are holding are losing in value. This will cause the purchasing power parity of an individual to be lower and can be detrimental to the economy if this runs in rampant.
I have also previously shared my views on inflationary environment which you can read here in detail if you are interested.
Risk
We have seen the crackdown melt of both the cryptocurrency as well as Chinese crackdown this year which dominated the headlines.
In fact, both sectors are so dominant in their own respective positions that trillions of dollars have been wiped out in the first half of this year, potentially brewing a calamity in the making.
In this session, the speaker will cover both the risks of investing into these sectors and what are some of the key expectations you have to look out for as an investor.
Transition
The transition theme looks into the up-and-coming industry that will be the future of tomorrow.
Technology adoption and clean and environmental sustainability of going green have been one of the important agendas of the G7 summit and each nation has commitments towards delivering a better climate contribution to the world.
Growth
The last theme will touch upon the potential growth areas or sectors of investing opportunities.
This includes the reviving of financing vehicle such as “SPACS” where companies that wanted to go public can hasten their process of registering their interests by partnering with a SPAC vehicle.
There are also ample opportunity in the EV space which will be the topic that everyone wants to know more.
Sign Up – It’s Free
If you are interested in any of these themes, be sure to sign up for these 3 hours compact sessions which will be held on the 31st July on a Saturday morning/afternoon.
To sign up, simply click in the link here which will direct you straight to the registration page.
The sessions are free, and it only takes less than a minute to register so do so quickly which it lasts.
uncle168,
as more and more fully vaccinated ends up in o2 icu uplorry the gov vaccination narrative becomes like the emperor new clothes.
i suspect more people uplorry after vaccination from injury then from covid.
b1617 spreads rapidly making testing and tracing useless.
that is why there is so many unlinked cases.
by the time the case is detected it would have spread to many people.
the strategy is to have army facilities with o2 and steroids to handle the expected surge in serious cases.
using the tuas waste incineration plant to cremate mass covid deaths should daily up lorry cases surge.
the long term strategy is to keep the border closed , wfh, taobao forever to spread out the death rate as natural selection means those who are old and weak will eventually up lorry with or without vaccine.
elective surgery postponed make a lot of elderly suffer needing knee replacement and cataract surgery just to reserve covid beds is silly.
the army should be the reserve for covid beds not the public hospitals.
using the army for ndp when this resource should be redeployed for covid shows the gov put its pride above its people.
the army can reduce the load from public hospital.
the trend shows o2 and icu is rising despite a lockdown as essential services are still running a pathway for covid transmission.
by the end of the year most people who uplorry will be fully vaccinated.
the statistics shows more than 70% with covid were vaccinated.
the vaccine actually helped covid to spread rapidly without detection.
when the cure is worst than the disease, the gov kept silence on the vaccinated injuries.
the only way to stop covid is isolation and focus on domestic labour, consumption, farming.
the gov kept dreaming of returning to precovid opening up but that illusion blinds them from looking at reality and caused the frequent ding dong in measures.
phuket and israel have shown opening is impossible.
soon us and uk will close up again.
only china is on the right path of closing up completely.
the emperor surrounded by yes men would mean more ding dong measures.
lky would have closed our border, tell people the vaccination pros and injuries, toughen up and rely on ourselves to do the manual jobs foreigners do.
the gov road map is a wet dream that will turn into a nightmare.
covid is like fighting a war, people will die, the gov must be firm and decisive and not play with stinkies lives.
god speed
keekeekee
uncle168,
the gov should release the data on how many people died 30d, 60d, 90d, 180d after 1st dose & 2nd dose vaccine and their age group existing chronic illnesses irregardless whether it is linked to the vaccine or not as it is difficult to prove the real reason of death.
us cdc already say old people very likely to die with or without vaccine so why take the risk of vaccine injury or even death when the odds of dying of covid in sg is so low with only 37 case in 2 years?
the gov should lay out the facts and let people decide themselves whether they want to take the risk.
covid is not the gov fault.
it is an act of god.
the gov job is to save as many lives as possible and not fulfil their own kpi at the expense of its people’s lives
god speed
keekeekee
It’s not as simple as that, we have so little knowledge about this virus and little solution to cure…..a responsible gov would not allowed a small group of “kamikaze” to get themselve infected, worst asymptomatic and spread to the community, at the end it is the gov that to clear the mess….unless this small group of people willing to stay on a ship or in St John island for as long as the pendemic with no contact with anyone else…but I doubt that’s possible, we are all human and we will get in touch with each other regardless what
uncle168,
its unlikely shareholders will vote for the spinoff of the media business as many brought sph at $4.
shareholders knows the gov will not let sph die as it is the mouth piece.
keppel will have to up the offer to $3.88 all cash offer then got chance as the 999 year paragon is worth much more than its current nav of $2.1.
no way sph shareholders will let go at nav.
the gov don”t allow dine in then all the poor elderly eat at the benches at heartbeat@bedok as polyclinic not open until 1.30pm like beggars.
then elderly has to walk 1 big round to enter the market like fools.
like tat is care for the elderly meh?
tuck u lah pap
keekeekee