Private credit keeps US$14 billion trapped in bid to outlast storm
https://www.businesstimes.com.sg/companies-markets/banking-finance/private-credit-keeps-us14-billion-trapped-bid-outlast-storm
https://www.businesstimes.com.sg/companies-markets/banking-finance/private-credit-keeps-us14-billion-trapped-bid-outlast-storm
The Business Times
Private credit keeps US$14 billion trapped in bid to outlast storm
With redemption wave unlikely to ease, funds lock up around US$1.70 for every US$1 an investor reclaims Read more at The Business Times.
#HKMarketUpdate
<Full-day Takeaway>HSI Up 295 pts; HSTI Up 44 pts; HORIZONROBOT-W Up over 9%; HSBC HOLDINGS Hit New Highs; Market Turnover Rises
2026/07/03 16:12 GMT+08
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1531763/latest-news/AAFN
<Full-day Takeaway>HSI Up 295 pts; HSTI Up 44 pts; HORIZONROBOT-W Up over 9%; HSBC HOLDINGS Hit New Highs; Market Turnover Rises
2026/07/03 16:12 GMT+08
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1531763/latest-news/AAFN
Sembcorp shares fall after Citi cuts profit forecasts
https://www.straitstimes.com/business/companies-markets/sembcorp-shares-tumble-after-citi-cuts-profit-forecasts
https://www.straitstimes.com/business/companies-markets/sembcorp-shares-tumble-after-citi-cuts-profit-forecasts
The Straits Times
Sembcorp shares fall after Citi cuts profit forecasts
Citi cut its recurring profit forecast for Sembcorp for the next three years by 6 to 11 per cent. Read more at straitstimes.com. Read more at straitstimes.com.
🔥1
China quant funds draw billions as AI trounces human traders
https://www.straitstimes.com/business/companies-markets/china-quant-funds-draw-billions-as-ai-trounces-human-traders
https://www.straitstimes.com/business/companies-markets/china-quant-funds-draw-billions-as-ai-trounces-human-traders
The Straits Times
China quant funds draw billions as AI trounces human traders
Ubiquant, one of the top players, raised 2.6 billion yuan (S$495 million) in less than two hours for a new fund. Read more at straitstimes.com. Read more at straitstimes.com.
China ramps up matcha production, seeks to surpass Japan in global market
https://www.straitstimes.com/asia/east-asia/china-ramps-up-matcha-production-seeks-to-surpass-japan-in-the-global-market
https://www.straitstimes.com/asia/east-asia/china-ramps-up-matcha-production-seeks-to-surpass-japan-in-the-global-market
The Straits Times
China ramps up matcha production, seeks to surpass Japan in global market
The birthplace of tea is seeking to dominate the global matcha market. Read more at straitstimes.com. Read more at straitstimes.com.
HEV, BEV, PHEV and EREV: Unpacking electric vehicle acronyms
https://www.straitstimes.com/life/motoring/hev-bev-phev-and-erev-unpacking-electric-vehicle-acronyms
https://www.straitstimes.com/life/motoring/hev-bev-phev-and-erev-unpacking-electric-vehicle-acronyms
The Straits Times
HEV, BEV, PHEV and EREV: Unpacking electric vehicle acronyms
Extended-range electric vehicles may be just the technology to convince petrol vehicle drivers to make the switch. Read more at straitstimes.com. Read more at straitstimes.com.
Oil could drop to US$60 by year-end as Hormuz shock fades way: Citi analysts
https://www.straitstimes.com/business/companies-markets/oil-could-drop-to-us60-by-year-end-as-hormuz-shock-fades-way-citi-analysts
https://www.straitstimes.com/business/companies-markets/oil-could-drop-to-us60-by-year-end-as-hormuz-shock-fades-way-citi-analysts
The Straits Times
Oil could drop to US$60 by year end as Hormuz shock fades away: Citi analysts
Brent crude sank by 30 per cent in the second quarter of 2026 – unwinding all of the gains seen during the Iran war. Read more at straitstimes.com. Read more at straitstimes.com.
#CNA
How investors can ride on Singapore’s role in the AI boom | Money Talks.
The AI boom is lifting Singapore's electronics exports, but does that mean there are good investment opportunities in local companies? Veteran markets and business journalist Ven Sreenivasan joins Andrea Heng to discuss which sectors could benefit from the global AI surge and whether you should add them into your long-term investment portfolio.
Highlights:
00:00 Why Singapore's exports are surging
01:19 Singapore's role in the global AI supply chain
02:42 The risks of riding the AI boom
04:11 How Singapore prepared for today's AI economy
05:44 Five clusters of AI-linked Singapore companies
09:07 Which sectors face the biggest AI risks?
10:04 Singapore stocks versus US tech giants
12:57 What could derail the AI investment story?
14:00 Why AI is different from the dot-com era
17:24 How investors should evaluate AI opportunities
https://youtu.be/JvTd_p5mFvY?is=Og4-Vi6U7HsUUY5D
How investors can ride on Singapore’s role in the AI boom | Money Talks.
The AI boom is lifting Singapore's electronics exports, but does that mean there are good investment opportunities in local companies? Veteran markets and business journalist Ven Sreenivasan joins Andrea Heng to discuss which sectors could benefit from the global AI surge and whether you should add them into your long-term investment portfolio.
Highlights:
00:00 Why Singapore's exports are surging
01:19 Singapore's role in the global AI supply chain
02:42 The risks of riding the AI boom
04:11 How Singapore prepared for today's AI economy
05:44 Five clusters of AI-linked Singapore companies
09:07 Which sectors face the biggest AI risks?
10:04 Singapore stocks versus US tech giants
12:57 What could derail the AI investment story?
14:00 Why AI is different from the dot-com era
17:24 How investors should evaluate AI opportunities
https://youtu.be/JvTd_p5mFvY?is=Og4-Vi6U7HsUUY5D
#HKMarketUpdate
<H Shrs>HSI Mounts 295 pts for Day as ZIJIN Leaps 9%, HSBC Sets New High, BYD Jumps 7%+ More
2026/07/03 16:22 GMT+08
The HSI closed at 23,350, up 295 pts or 1.28%, with full-day turnover at HKD304.954 billion. The HSTECH closed at 4,499, up 44.72 pts or 1%, while the HSCEI closed at 7,699, up 87 pts or 1.15%.
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1531774/top-news/AAFN
<H Shrs>HSI Mounts 295 pts for Day as ZIJIN Leaps 9%, HSBC Sets New High, BYD Jumps 7%+ More
2026/07/03 16:22 GMT+08
The HSI closed at 23,350, up 295 pts or 1.28%, with full-day turnover at HKD304.954 billion. The HSTECH closed at 4,499, up 44.72 pts or 1%, while the HSCEI closed at 7,699, up 87 pts or 1.15%.
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1531774/top-news/AAFN
#SgMarketUpdate
Singapore shares close higher amid softer US job growth; STI up 0.5%
Singapore stocks ended higher on Friday (Jul 3), as softer job growth in the US dented expectations of a US Federal Reserve rate hike.
The benchmark Straits Times Index (STI) gained 0.5 per cent or 27.14 points to finish at 5,244.29.
Yangzijiang Shipbuilding : BS6 +3.19% led the gainers on Singapore’s blue-chip index, rising 3.2 per cent or S$0.11 to S$3.56.
The worst performer among STI constituents was Sembcorp Industries : U96 -3.39%, falling 3.4 per cent or S$0.21 to close at S$5.98.
The three local banks all ended higher. DBS : D05 +0.5% gained 0.5 per cent or S$0.33 to S$66.76, OCBC : O39 +0.92% rose 0.9 per cent or S$0.23 to S$25.31, and UOB : U11 +0.42% was up 0.4 per cent or S$0.17 at S$40.24...
Across the broader market, gainers beat losers 384 to 177, after 1.2 billion securities worth S$1.7 billion changed hands.
Key regional indices were positive. Hong Kong’s Hang Seng Index gained 1.3 per cent, Japan’s Nikkei 225 index rose 1.5 per cent, South Korea’s Kospi was up 5.8 per cent and the FTSE Bursa Malaysia KLCI advanced 1 per cent...
https://www.businesstimes.com.sg/companies-markets/singapore-shares-close-higher-amid-softer-us-job-growth-sti-0-5
Singapore shares close higher amid softer US job growth; STI up 0.5%
Singapore stocks ended higher on Friday (Jul 3), as softer job growth in the US dented expectations of a US Federal Reserve rate hike.
The benchmark Straits Times Index (STI) gained 0.5 per cent or 27.14 points to finish at 5,244.29.
Yangzijiang Shipbuilding : BS6 +3.19% led the gainers on Singapore’s blue-chip index, rising 3.2 per cent or S$0.11 to S$3.56.
The worst performer among STI constituents was Sembcorp Industries : U96 -3.39%, falling 3.4 per cent or S$0.21 to close at S$5.98.
The three local banks all ended higher. DBS : D05 +0.5% gained 0.5 per cent or S$0.33 to S$66.76, OCBC : O39 +0.92% rose 0.9 per cent or S$0.23 to S$25.31, and UOB : U11 +0.42% was up 0.4 per cent or S$0.17 at S$40.24...
Across the broader market, gainers beat losers 384 to 177, after 1.2 billion securities worth S$1.7 billion changed hands.
Key regional indices were positive. Hong Kong’s Hang Seng Index gained 1.3 per cent, Japan’s Nikkei 225 index rose 1.5 per cent, South Korea’s Kospi was up 5.8 per cent and the FTSE Bursa Malaysia KLCI advanced 1 per cent...
https://www.businesstimes.com.sg/companies-markets/singapore-shares-close-higher-amid-softer-us-job-growth-sti-0-5
The Business Times
Singapore shares close higher amid softer US job growth; STI up 0.5%
Yangzijiang Shipbuilding leads the gainers on the blue-chip index Read more at The Business Times.
The AI trade is losing one of its key signals
https://finance.yahoo.com/technology/ai/articles/ai-trade-losing-one-key-061343277.html
https://finance.yahoo.com/technology/ai/articles/ai-trade-losing-one-key-061343277.html
Yahoo Finance
The AI Trade Is Losing One of Its Key Signals
(Bloomberg) -- At a time when markets are growing uneasy over whether the enormous sums being poured into artificial intelligence will ever pay off, the prices the sector commands for each unit of usage are drifting lower.Most Read from BloombergExxon to…
Chip industry urges US to avoid worsening the memory squeeze
https://finance.yahoo.com/technology/articles/chip-industry-urges-us-avoid-235959366.html
https://finance.yahoo.com/technology/articles/chip-industry-urges-us-avoid-235959366.html
Yahoo Finance
Chip Industry Urges US to Avoid Moves That Distort Memory Market
(Bloomberg) -- Government attempts to address the global memory chip shortage by influencing prices or production capacity would worsen a historic squeeze on supply driven by the artificial intelligence boom, a semiconductor industry group warned the Trump…
5 takeaways from President Donald Trump's interview with CNBC
https://www.cnbc.com/2026/07/02/5-takeaways-from-president-donald-trumps-interview-with-cnbc.html?__source=androidappshare
https://www.cnbc.com/2026/07/02/5-takeaways-from-president-donald-trumps-interview-with-cnbc.html?__source=androidappshare
CNBC
5 takeaways from President Donald Trump's interview with CNBC
The president defended his family's business and said he feels bad that the presidency creates a conflict of interest in any of his children's investments.
Oil has powered the US for 75 years. That's about to change.
https://finance.yahoo.com/energy/articles/america-runs-on-natural-gas-fuel-set-to-surpass-oil-as-us-top-energy-source-by-2030-150606911.html
https://finance.yahoo.com/energy/articles/america-runs-on-natural-gas-fuel-set-to-surpass-oil-as-us-top-energy-source-by-2030-150606911.html
Yahoo Finance
America Runs on Natural Gas: Fuel Set to Surpass Oil as US Top Energy Source by 2030
(Bloomberg) -- For 75 years, petroleum has been the energy source that has powered the US more than any other. That's about to change.Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business…
#Soloway
Major Trendlines Break, Semiconductor Trade Implodes, Institutions Got You! Here's The Target
The semiconductor trade just gave the single most bearish candle signal you can get, and it happened at all-time highs. In this video I break down the reversal engulfing candle on the SOX, the Micron and SanDisk breakdowns, where the S&P and NASDAQ bull-market trend lines actually break, and how capital is rotating out of semis into beaten-down names and crypto. I also cover the exact levels where I would step in as a buyer, and why I'm still patient here.
CHAPTERS
00:00 Have the semis officially topped out?
00:57 The big SOX drop and the warning signs
01:19 Reversal engulfing candle: the king of bearish signals
03:35 SanDisk breakdown and the scene of the crime
04:25 Micron: the reversal nobody wanted to see
06:30 Analyst upgrades as topping signals (FOMO exit liquidity)
08:00 Being the casino, not the gambler
09:30 Why the S&P held up: rotation of capital
10:50 The bull-market trend lines that matter
12:25 Micron buy zones I'm watching
14:20 SanDisk levels, crypto rotation, and the wrap
#Semiconductors #Micron #StockMarket #TechnicalAnalysis #GarethSoloway #Sandisk
https://youtu.be/DDCYFlDeBZ8?is=qh3asGUC6gFUoRbd
Major Trendlines Break, Semiconductor Trade Implodes, Institutions Got You! Here's The Target
The semiconductor trade just gave the single most bearish candle signal you can get, and it happened at all-time highs. In this video I break down the reversal engulfing candle on the SOX, the Micron and SanDisk breakdowns, where the S&P and NASDAQ bull-market trend lines actually break, and how capital is rotating out of semis into beaten-down names and crypto. I also cover the exact levels where I would step in as a buyer, and why I'm still patient here.
CHAPTERS
00:00 Have the semis officially topped out?
00:57 The big SOX drop and the warning signs
01:19 Reversal engulfing candle: the king of bearish signals
03:35 SanDisk breakdown and the scene of the crime
04:25 Micron: the reversal nobody wanted to see
06:30 Analyst upgrades as topping signals (FOMO exit liquidity)
08:00 Being the casino, not the gambler
09:30 Why the S&P held up: rotation of capital
10:50 The bull-market trend lines that matter
12:25 Micron buy zones I'm watching
14:20 SanDisk levels, crypto rotation, and the wrap
#Semiconductors #Micron #StockMarket #TechnicalAnalysis #GarethSoloway #Sandisk
https://youtu.be/DDCYFlDeBZ8?is=qh3asGUC6gFUoRbd
YouTube
Major Trendlines Break, Semiconductor Trade Implodes, Institutions Got You! Here's The Target
The semiconductor trade just gave the single most bearish candle signal you can get, and it happened at all-time highs. In this video I break down the reversal engulfing candle on the SOX, the Micron and SanDisk breakdowns, where the S&P and NASDAQ bull-market…
While You Were Sleeping: 5 stories you might have missed, July 4, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-july-4-2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-july-4-2026
The Straits Times
While You Were Sleeping: 5 stories you might have missed, July 4, 2026
While You Were Sleeping: 5 stories you might have missed, July 4, 2026. Read more at straitstimes.com. Read more at straitstimes.com.
Apple Is About 4% Away From Overtaking Nvidia as the World's Most Valuable Company. Could It Happen This Month?
https://finance.yahoo.com/markets/stocks/articles/apple-4-away-overtaking-nvidia-214300122.html
https://finance.yahoo.com/markets/stocks/articles/apple-4-away-overtaking-nvidia-214300122.html
Yahoo Finance
Apple Is About 4% Away From Overtaking Nvidia as the World's Most Valuable Company. Could It Happen This Month?
Two giants are separated by a gap that a single earnings report could close.
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks - 24/7 Wall St.
https://247wallst.com/investing/2026/07/03/michael-burry-shorts-micron-adding-to-his-nvidia-and-applied-materials-short-bets-against-chip-stocks/?__cf_chl_f_tk=UjXexGPni7XK.JaUo7EJ8ubrb3UCRT2IeUYd8g9NGms-1783123575-1.0.1.1-_MCs1m.Qp.rF2EExsJYCVevu6FQ9QVMtZBCA1nY52ug
https://247wallst.com/investing/2026/07/03/michael-burry-shorts-micron-adding-to-his-nvidia-and-applied-materials-short-bets-against-chip-stocks/?__cf_chl_f_tk=UjXexGPni7XK.JaUo7EJ8ubrb3UCRT2IeUYd8g9NGms-1783123575-1.0.1.1-_MCs1m.Qp.rF2EExsJYCVevu6FQ9QVMtZBCA1nY52ug
24/7 Wall St.
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU | MU Price Prediction) in a Substack post dated July 2. Burry stated that the puts “seemed expensive,” so he…
🐳 WhalePool Traders Journal
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