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 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

What happened in China last week:

1. The U.S. banned new imports of Chinese humanoid, quadruped and other advanced robots.

2. That costs China's robotics firms a lucrative market at exactly the wrong moment, just as they move from R&D into commercialisation.

3. But China is still the factory of the world and these companies already have an enormous domestic market. The real question is whether robotics ends up as brutally competitive as EVs.

4. Europe barely has any air conditioning and the heat has changed that fast. Who benefits? Chinese makers like Midea, Haier and Gree.

5. Trip.com fined RMB5.2 billion, with the fine portion alone equal to 7.5% of its 2025 China revenue, for coercing hotels into offering their lowest prices on its platform.

6. China has tightened its grip on offshore trusts, which are now taxable. Interestingly, a handful of trust company stocks rose after the announcement.

7. Think baldness, think men. But hair loss treatment and transplants are increasingly a women's business, and China's largest chain has ridden that shift back into profit.

8. Read Growth Dragons Weekly for more insights [Premium]: https://growthdragons.substack.com/p/growth-dragons-weekly-us-bans-chinas

Yen's sudden jump puts traders on alert for further intervention

https://finance.yahoo.com/markets/currencies/articles/yens-sudden-jump-puts-traders-011311074.html

Yen rises sharply against Singdollar after warnings of more intervention

https://www.straitstimes.com/business/yen-traders-brace-themselves-for-more-intervention-with-us-at-japans-side

DeepSeek's new AI model is by far the cheapest of well-known models to run, research firm says
https://finance.yahoo.com/technology/ai/articles/deepseeks-ai-model-far-cheapest-054143251.html

#Bloomberg
https://vt.tiktok.com/ZS4UXYMPU/

China's WeRide enters Denmark, extending European footprint
https://finance.yahoo.com/technology/articles/chinas-weride-enters-denmark-extending-053524981.html

Mark Zuckerberg Just Announced Great News for Meta's Shareholders
https://finance.yahoo.com/markets/stocks/articles/mark-zuckerberg-just-announced-great-062000932.html

Elon Musk's $1 Trillion Pay Package Requires Tesla Stock to Grow Roughly Sixfold to an $8.5 Trillion Market Cap
https://finance.yahoo.com/markets/stocks/articles/elon-musks-1-trillion-pay-060500651.html

Alibaba releases new Qwen AI model with performance rivalling Anthropic’s Fable
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/alibaba-releases-new-qwen-ai-model-performance-rivalling-anthropics-fable

<Full-day Takeaway>HSI Closes at 26,009, Up 124 pts; HSTI Closes at 4,875, Up 46 pts; BABA Up over 7%; TENCENT Up over 3%; ANGELALIGN, ABLE DIGITAL, LEE & MAN PAPER, BANK OF E ASIA, DAH SING Hit New Highs; Market Turnover Rises
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1536271/top-news/AAFN

#HKMarketUpdate
<H Shrs>HSI Ends Up 124 Pts, Reclaims 26,000; BABA-W Leaps 7%; XINYI SOLAR Swells 13%+ Post-results
2026/08/03 16:48 GMT+08

The HSI opened 102 pts higher before briefly turning south, but later regained upward momentum. It closed the day at 26,009, up 124 pts or 0.48%, with full-day turnover reaching HKD255.179 billion. The HSTECH closed at 4,875, up 46 pts or 0.96%, while the HSCEI closed at 8,652, up 40 pts or 0.46%.

https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1536281/top-news/AAFN

Higher palm oil prices lift outlook for SGX-listed planters ahead of Q2 results
https://www.businesstimes.com.sg/companies-markets/higher-palm-oil-prices-lift-outlook-sgx-listed-planters-ahead-q2-results

Daily Debrief: What Happened Today (Aug 3)
https://www.businesstimes.com.sg/singapore/daily-debrief-what-happened-today-aug-3

#WeekAhead by Reuters, Investopedia & Yahoo Finance
#Chart of the Day by Yahoo Finance
#Earnings by Earnings Whisper
#USMarketUpdate by Reuters, CNBC and Yahoo Finance
#TradingDay #MarketMind by Reuters
#MarketsWrap by Bloomberg
#SgMarketUpdate by Business Times
#HKMarketUpdate by Reuters and Trading Economics

Stocks making the biggest moves premarket: Alibaba, Bristol-Myers Squibb, eBay

https://www.cnbc.com/2026/08/03/stocks-making-the-biggest-moves-premarket-baba-azn-ebay-more.html?__source=androidappshare

AMD to report Q2 earnings as chip stocks continue to waver
https://finance.yahoo.com/technology/article/amd-to-report-q2-earnings-as-chip-stocks-continue-to-waver-110000620.html

#SgMarketUpdate
Singapore shares fall as local banks end mixed; STI down 0.3%

Singapore stocks ended lower on Monday (Aug 3).

The benchmark Straits Times Index (STI) lost 0.3 per cent or 16.22 points to finish at 5,612.28.

Seatrium : 5E2 +3.72% led the gainers on Singapore’s blue-chip index, rising 3.7 per cent or S$0.08 to S$2.23.

The worst performer among STI constituents was Hongkong Land : H78 -3.08%, which fell 3.1 per cent or US$0.25 to US$7.87.

The three local banks ended mixed. DBS : D05 +0.58% rose 0.6 per cent or S$0.43 to S$74.45, while OCBC : O39 -0.89% finished 0.9 per cent or S$0.26 lower at S$28.87, and UOB : U11 -0.83% ended down 0.8 per cent or S$0.36 at S$43.04...

Across the broader market, gainers outnumbered losers 318 to 257, after 1.3 billion securities worth S$2.1 billion changed hands.

International Cement : KUO +18.18% was the most actively traded stock with 108.7 million shares changing hands. DBS was the most actively traded stock in terms of value, with a volume of 3.3 million shares worth S$246.6 million.

Key regional indices were mixed. Hong Kong’s Hang Seng Index gained 0.5 per cent and the FTSE Bursa Malaysia KLCI inched up 0.05 per cent. Meanwhile, Japan’s Nikkei 225 fell 0.9 per cent and South Korea’s Kospi was down 5.1 per cent...


https://www.businesstimes.com.sg/companies-markets/singapore-shares-fall-local-banks-end-mixed-sti-down-0-3?utm_source=web_share&utm_medium=referral&utm_campaign=article

Semiconductor stocks sink over fears of increased competition from China
https://finance.yahoo.com/markets/article/semiconductor-stocks-sink-over-fears-of-increased-competition-from-china-133938642.html

SpaceX's first-ever earnings report comes as stock hits new all-time low: Q2 preview
https://finance.yahoo.com/technology/article/spacexs-first-ever-earnings-report-comes-as-stock-hits-new-all-time-low-q2-preview-132323178.html

Tech stock investors have a $1 trillion problem that won't improve until at least 2028
https://finance.yahoo.com/markets/article/tech-stock-investors-have-a-1-trillion-problem-that-wont-improve-until-at-least-2028-120918848.html