Rewards Out There 03 (Jun 16 - Dec 25)

[winston]

The fact is that 2024 is shaping up to be a perfect storm: strong seasonal factors, fizzling inflation, an improving earnings environment, an accommodative Fed, falling interest rates, an economic growth resurgence and a presidential election cycle.

Source: Investor Place

[winston]

My Five Predictions for the Final Half of 2024

by Louis Navellier

Prediction #1: A More Accommodative Central Bank
Prediction #2: A Soft Economic Landing
Prediction #3: Falling Treasury Yields
Prediction #4: Presidential Election Year = Bullish Markets
Prediction #5: A Second Wave of the AI Boom

Source: Market 360

[winston]

Five supertrends shaping the investment landscape

They will fundamentally influence how investors navigate markets and allocate capital

by Eli Lee

Supertrend 1: A new world order with fragmentation and higher inflation
Supertrend 2: Rethinking long-term capital allocation
Supertrend 3: AI as the next frontier
Supertrend 4: Pragmatism prevails on climate change
Supertrend 5: Building the way with infrastructure

Source: Business Times

https://www.businesstimes.com.sg/wealth ... -landscape

[winston]

Where to find the best market opportunity right now?

Gold probably represents the best opportunity now.

Investment-grade corporate bonds – in developed economies.

Asia high-yield and Indian investments.

Asia hardware technology companies

AI value chain:-
1. AI infrastructure
2. Software services
3. Applications

Generative AI PCs and smartphones and AI-enhanced internet of things devices.

Source: Business Times

https://static1.businesstimes.com.sg/bt ... IxNTEzOTAy

[winston]

Major stock themes to target in 2025

by Michael Sheldon

Artificial Intelligence
Defense
Onshoring
Robotics
Cybersecurity

Source: The Street

https://www.thestreet.com/investing/inv ... m_content=

[winston]

My Five Predictions for 2025

by Louis Lavellier

Prediction No. 1: Global Central Banks Set to Continue to Cut Key Interest Rates
Prediction No. 2: U.S. Remains Economic Growth Engine
Prediction No. 3: Trump 2.0 Should Boost the Oil & Gas Industry
Prediction No. 4: Earnings Set to Hit the Gas
Prediction No. 5: The Third Stage of the AI Revolution Begins

Source: Market 360

[winston]

What 2025 Has In Store

by Luke Lango

The S&P 500 will surge by over 20% again

Growth stocks will maintain their dominance

AI/tech will remain Wall Street’s hottest theme

Speculative tech stocks could have a stellar year

AI Appliers will outshine AI Builders

Autonomous Vehicle stocks will skyrocket

eVTOL (“flying car”) stocks will take off

Quantum AI stocks will continue to excel

Bitcoin will aim for $200,000

Altcoins will soar, reminiscent of 2021

Source: Hypergrowth Investing

https://investorplace.com/hypergrowthin ... -for-2025/

[winston]

Julius Baer sees end to S&P 500’s bull run; positive on US banks

Swiss private bank also positive on equities in Japan, China and India

by Wong Chia Peck

WITH inflation again becoming a point of concern for the US Federal Reserve, investors should broaden their portfolios beyond the Magnificent Seven tech stocks and consider sectors such as banking.

Also sees value in Chinese equities, particularly as home sales show signs of stabilising, which could arrest the fall in property prices over the past three years.

Comments from Fed officials earlier this month, emphasising the need to finish off the fight against inflation, have reinforced the view that the central bank will be more cautious in cutting interest rates this year.

As tariffs could lead to an intermediate spike in inflation, Julius Baer now forecasts zero interest rate cuts from the Fed for this year. That’s from an October 2024 outlook of two reductions.

With interest rates projected to stay higher for longer, banks will benefit, particularly as the US economy is likely to stay robust.

Source: Business Times

https://www.businesstimes.com.sg/compan ... e-us-banks