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Saturday, December 19, 2020

China will surpass the US GDP in 2028 and exceed the combined GDP of the US & Japan by 2035.

http://www.dailynews.lk/2020/12/15/finance/236090/china-overtake-us-economy-2028-29-covid%E2%80%99s-wake-jcer

China will surpass the US GDP in 2028 and exceed the combined GDP of the US & Japan by 2035.  Therefore, we need to engage China in international trades and ride on the prosperity of China to boost our own economic growth.

Baltic dry index - 1325


 Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count - 813


 Related stock: Keppel Corp, Sembcorp Marine & Cosco.

Thursday, December 17, 2020

Singapore's Nodx declined 4.9% in November 2020.

https://www.channelnewsasia.com/news/business/singapore-nodx-falls-4-9-in-november-non-electronics-13789058

Year on year changes (YOY):

November 2020: -4.9%

October 2020: -3.1%

September 2020: 5.9%
August 2020: 7.7%
July 2020: 6%
June 2020: 16.1% (Revised to 13.9%)
May 2020: -4.6%
April 2020: 9.7%
March 2020: 17.6%
February 2020: 3% (Revised to 3.1%)
January 2020: - 3.3%
December 2019: 2.4%
November 2019: - 5.9%
October 2019: - 12.3%
September 2019: -8.1%
August 2019: - 8.9%
July 2019: -11.2%
June 2019: -17.3%
May 2019: -15.9%
April 2019: -10%
March 2019: -11.7%
February 2019: 4.9%
January 2019: -10.1%
December 2018: -8.5%
November 2018: -2.6%
October 2018: 8.3%
September 2018: 8.3%
August 2018: 5%
July 2018: 11.8% (Corrected)
June 2018: 1.1%
May 2018: 15.5%
April 2018: 11.8%
March 2018: -2.7%
February 2018: -5.9%
January 2018: 13%
December 2017: 3.1%
November 2017: 9.1%
October 2017: 20.9%
September 2017: -1.1%
August 2017: 16.7%
July 2017: 8.5%
June 2017: 8.2%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Jan 2017: 8.6%

Avarga - Stock calls

 


Asian Healthcare - Stock calls

 


Ascendas India Trust - Stock calls

 


Stock calls for 17 December 2020

 


Wednesday, December 16, 2020

Australia is just trying to act tough against China by putting up a farcical show.

https://sg.finance.yahoo.com/news/australia-ups-ante-china-trade-045502100.html

The Aussie is just putting up a show because the WTO appeal court has already shut down.

The appeal court is closed temporarily because it doesn't have at least 3 judges to preside over a case now.

Does the Aussie know this? Yes!  However, it still files an appeal despite knowing that the appeal court cannot accept the case.

Why does Australia do this then? It is just trying to act tough against China with a farcical show.

Ascott Residential Trust (ART) - Stock calls

 


ARA Logistics - Stock calls

 


ARA Hospitality - Stock calls