Total Assets
CommemorativeFed’s dovish is shifting short term sentiment, creating a tactical risk on window. Not a full pivot yet,so stay long quality growth but keep macro hedges in place
Tesla TERAFAB – Moving into ultra scale compute fits the AI capex boom, where global demand is surging. For now, it’s a high beta narrative play, with execution risk still the main swing factor.
Singapore retains solid growth supported by strong manufacturing and AI driven exports, showing underlying resilience despite external risks.
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