With news of Evergrande’s debt problems adding to the downward pressure on China Tech stocks still reeling from government crackdowns, I think it’s time to re-evaluate our positions in Chinese
Author: Calvin Lo

Sea Limited (SE) on 9th September 2021 announced another round of fundraising, and this time they are looking to raise as much as $6.3B through the sale of 11M American
August was a nice positive month for all portfolios. There was also a nice opportunity to add to growth stocks during the dip around mid-month, though it was very short-lived.

Sea Limited (SE) just reported Q2 2021 earnings on 17th August 2021 (before market open). The company reported a rare revenue beat but EPS missed forecasts. Investors cheered the results,
July was a somewhat flattish month, though we did get a nice little dip mid-month. Added more to index funds on the dip but sadly the dip didn’t last long.

Another brand new ETF focused on the China market will be coming online on the Singapore Exchange (SGX) this coming Monday 2nd August 2021. Lion Global Investors and OCBC Securities
Growth stocks came back with a vengeance in June. That benefitted the portfolio since I’ve been swapping value stocks for growth stocks over the past year. However, the portfolio has

Chinese technology stocks have been stuck in a downtrend since the big sell-off in mid-Feb 2021, but appear to be breaking out last week. Could this be the start of
S&P 500 was down ~2%, Dow was the hardest hit down ~3% and Nasdaq managed to end the week only slightly underwater. High growth stocks actually performed pretty well. ARKK

It’s actually simpler than you think. But definitely not an easy plan to stick to. Keep It Simple, Stupid (KISS) We are our own enemy when it comes to building