AI and chips are turning Malaysia into Asia’s growth standout
https://www.straitstimes.com/business/ai-and-chips-are-turning-malaysia-into-asias-growth-standout
https://www.straitstimes.com/business/ai-and-chips-are-turning-malaysia-into-asias-growth-standout
The Straits Times
AI and chips are turning Malaysia into Asia’s growth standout
Malaysia is now one of the world’s four largest net exporters of AI-related hardware. Read more at straitstimes.com. Read more at straitstimes.com.
Oil tumbles as Trump cancels attack on Iran to reach nuclear deal
https://www.straitstimes.com/business/oil-tumbles-as-trump-cancels-attack-on-iran-to-reach-nuclear-deal
https://www.straitstimes.com/business/oil-tumbles-as-trump-cancels-attack-on-iran-to-reach-nuclear-deal
The Straits Times
Oil tumbles as Trump cancels attack on Iran to reach nuclear deal
Brent crude futures slipped US$5.52, or 6.28 per cent. Read more at straitstimes.com. Read more at straitstimes.com.
While You Were Sleeping: 5 stories you might have missed, Aug 3, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-aug-3-2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-aug-3-2026
The Straits Times
While You Were Sleeping: 5 stories you might have missed, Aug 3, 2026
While You Were Sleeping: 5 stories you might have missed, Aug 3, 2026. Read more at straitstimes.com. Read more at straitstimes.com.
From old bungalows to chic cafes: How the RTS is reshaping JB neighbourhoods - The Business Times
https://www.businesstimes.com.sg/international/asean/old-bungalows-chic-cafes-how-rts-reshaping-jb-neighbourhoods
https://www.businesstimes.com.sg/international/asean/old-bungalows-chic-cafes-how-rts-reshaping-jb-neighbourhoods
The Business Times
From old bungalows to chic cafes: How the RTS is reshaping JB neighbourhoods
There are concerns about a rise in rental prices ahead of the RTS Link opening Read more at The Business Times.
Has gold’s bear market run its course? https://www.businesstimes.com.sg/companies-markets/has-golds-bear-market-run-its-course?utm_source=web_share&utm_medium=referral&utm_campaign=article
The Business Times
Has gold’s bear market run its course?
As long as the US$3,960 support zone holds, the bullish bias remains intact Read more at The Business Times.
DBS raises target price on Sheng Siong to S$3; expects earnings to ease once SG60 vouchers expire
https://www.businesstimes.com.sg/companies-markets/dbs-raises-target-price-sheng-siong-s3-expects-earnings-ease-once-sg60-vouchers-expire
https://www.businesstimes.com.sg/companies-markets/dbs-raises-target-price-sheng-siong-s3-expects-earnings-ease-once-sg60-vouchers-expire
The Business Times
DBS raises target price on Sheng Siong to S$3; expects earnings to ease once SG60 vouchers expire
The vouchers will lapse in end-December this year Read more at The Business Times.
Australia’s housing market worsens with falls getting steeper
https://www.businesstimes.com.sg/property/australias-housing-market-worsens-falls-getting-steeper
https://www.businesstimes.com.sg/property/australias-housing-market-worsens-falls-getting-steeper
The Business Times
Australia’s housing market worsens with falls getting steeper
Prices across the country are down 0.7%, with Sydney leading dips in many major cities Read more at The Business Times.
👎1
CXMT’s US$1 trillion target gap flags high stakes in chip battle
https://www.businesstimes.com.sg/companies-markets/cxmts-us1-trillion-target-gap-flags-high-stakes-chip-battle
https://www.businesstimes.com.sg/companies-markets/cxmts-us1-trillion-target-gap-flags-high-stakes-chip-battle
The Business Times
CXMT’s US$1 trillion target gap flags high stakes in chip battle
Forecast see its valuation in the next 12 months ranging from US$160 billion to US$1.1 trillion Read more at The Business Times.
Singapore office Reits deliver robust H1 performance on strong occupancy and higher rents
https://www.businesstimes.com.sg/companies-markets/singapore-office-reits-deliver-robust-h1-performance-strong-occupancy-and-higher-rents
https://www.businesstimes.com.sg/companies-markets/singapore-office-reits-deliver-robust-h1-performance-strong-occupancy-and-higher-rents
The Business Times
Singapore office Reits deliver robust H1 performance on strong occupancy and higher rents
SINGAPORE’S real estate investment trusts (S-Reits) with meaningful office exposure delivered a robust showing for the first half as operating performance remained strong, even as borrowing costs decl... Read more at The Business Times.
High fuel prices to endure as global conflicts hit refining capacity, warn Exxon and Chevron
https://www.businesstimes.com.sg/companies-markets/energy-commodities/high-fuel-prices-endure-global-conflicts-hit-refining-capacity-warn-exxon-and-chevron
https://www.businesstimes.com.sg/companies-markets/energy-commodities/high-fuel-prices-endure-global-conflicts-hit-refining-capacity-warn-exxon-and-chevron
The Business Times
High fuel prices to endure as global conflicts hit refining capacity, warn Exxon and Chevron
Nearly 10% of the world’s ability to refine crude oil is effectively offline Read more at The Business Times.
👏1
The most anticipated #earnings releases for the week of August 3, 2026, are @SanDisk $SNDK, @PalantirTech $PLTR, @AMD $AMD, @SpaceX $SPCX @EliLillyandCo $LLY, @conocophillips $COP, @dwavequantum $QBTS, Western Digital $WDC, and @AppLovin $APP.
earningswhispers.com/calendar
#MostAnticipated #earnings #EarningsSeason #earningswhispers #Palantir #SanDisk #SpaceX #EliLilly #dwave #WesternDigital #AppLovin #earningswhisper
https://x.com/i/status/2084073968546304182
earningswhispers.com/calendar
#MostAnticipated #earnings #EarningsSeason #earningswhispers #Palantir #SanDisk #SpaceX #EliLilly #dwave #WesternDigital #AppLovin #earningswhisper
https://x.com/i/status/2084073968546304182
X (formerly Twitter)
Earnings Whispers (@eWhispers) on X
The most anticipated earnings releases for the week of August 3, 2026, are @SanDisk $SNDK, @PalantirTech $PLTR, @AMD $AMD, @SpaceX $SPCX @EliLillyandCo $LLY, @conocophillips $COP, @dwavequantum $QBTS, Western Digital $WDC, and @AppLovin $APP.
h…
h…
#WeekAhead
Wall St Week Ahead Teetering US stock market faces jobs report, big earnings week | Reuters
SUMMARY
Nonfarm payrolls report due August 7, job growth of 83,000 seenOne-fourth of S&P 500 results due, including Lilly, AMD, PalantirElon Musk's SpaceX set to give first quarterly report
NEW YORK, July 31 (Reuters) - U.S. employment data and a batch of corporate results this coming week will keep equity investors on edge over the direction of the stock market, which has been buffeted by geopolitical tensions, uncertain interest-rate policy and sizable moves in heavyweight technology shares.
The S&P 500 (.SPX), opens new tab gained for the week, after some big daily swings, and was roughly 1.6% below the benchmark index's June 2 record high.
https://www.reuters.com/business/wall-st-week-ahead-teetering-us-stock-market-faces-jobs-report-big-earnings-week-2026-07-31/
#QuarterChart
https://vt.tiktok.com/ZS4UH77u8/
Wall St Week Ahead Teetering US stock market faces jobs report, big earnings week | Reuters
SUMMARY
Nonfarm payrolls report due August 7, job growth of 83,000 seenOne-fourth of S&P 500 results due, including Lilly, AMD, PalantirElon Musk's SpaceX set to give first quarterly report
NEW YORK, July 31 (Reuters) - U.S. employment data and a batch of corporate results this coming week will keep equity investors on edge over the direction of the stock market, which has been buffeted by geopolitical tensions, uncertain interest-rate policy and sizable moves in heavyweight technology shares.
The S&P 500 (.SPX), opens new tab gained for the week, after some big daily swings, and was roughly 1.6% below the benchmark index's June 2 record high.
https://www.reuters.com/business/wall-st-week-ahead-teetering-us-stock-market-faces-jobs-report-big-earnings-week-2026-07-31/
#QuarterChart
https://vt.tiktok.com/ZS4UH77u8/
Loss-making private home resale deals on the rise in Q2 as price growth moderates
Resale transactions at The Scotts Tower account for the top five biggest losers by percentage in Q2, making losses of S$902,270 to S$1.4 million, or 36 to 43% of their original prices.
https://bt.sg/hG5f
Resale transactions at The Scotts Tower account for the top five biggest losers by percentage in Q2, making losses of S$902,270 to S$1.4 million, or 36 to 43% of their original prices.
https://bt.sg/hG5f
Singapore, Thai stocks are 2026’s top picks, El Nino a mixed bag for Asean food stocks: Macquarie https://bt.sg/58caP
The Business Times
Singapore, Thai stocks are 2026’s top picks, El Nino a mixed bag for Asean food stocks: Macquarie
Analysts pick Singapore’s tech supply chain stocks and Malaysian palm oil planters to outperform Read more at The Business Times.
These two weeks made China's self sufficiency in chips and AI feel very real. Memory maker CXMT rallied 466% on day one and Apple is testing its chips for its own devices. China is ramping its own immersion DUV machines capable of 7nm class chips without ASML, and Moonshot's Kimi K3 matches Claude and ChatGPT at a fraction of the cost. Three fronts, all moving at once. Read more: https://growthdragons.substack.com/p/chinas-self-sufficiency-drive-has
Substack
China's Self Sufficiency Drive Has Never Looked So Good
A few years ago the consensus was simple.
Renting out a flat? Holding property stocks? This one's for you.
The 15 month wait out for private owners buying HDB flats. Scrapped. Effective immediately.
Downgraders get their purchasing power back. Landlords lose the captive demand that's propped up their rents for years.
Winners and losers, broken down. Full analysis below.
https://drwealth.com/no-more-15-month-wait-out-how-will-this-impact-the-singapore-property-market/
The 15 month wait out for private owners buying HDB flats. Scrapped. Effective immediately.
Downgraders get their purchasing power back. Landlords lose the captive demand that's propped up their rents for years.
Winners and losers, broken down. Full analysis below.
https://drwealth.com/no-more-15-month-wait-out-how-will-this-impact-the-singapore-property-market/
Dr Wealth
No More 15-Month Wait-Out: How Will This Impact the Singapore Property Market? | Dr Wealth
In September 2022, as the Singapore property market emerged from the pandemic with alarming momentum, the government deployed a highly targeted cooling measure: a 15-month wait-out period for private property owners (PPOs) intending to purchase a non-subsidised…
The recent AI selldown took down a hedge fund manager. And plenty of Korean retail investors too. What they had in common was leverage. Alvin learnt that one the hard way more than ten years ago. Two lessons here: https://finbiteinsights.substack.com/p/right-about-ai-wrong-about-leverage
Substack
Right About AI, Wrong About Leverage.
Two months ago I wrote about Leopold Aschenbrenner and his hedge fund Situational Awareness LP, and I ended with this.