Hello Macao!
Last week, the SJM team took a trip to Macau to perform channel checks and assess the impact of China's reopening. We like what we saw!...
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Mixed Authors
- Feb 10
- 2 min
Stellar James freshly sponsored Mambas victorious in season opener
Updated: Feb 22, 2021 Round 1: Singapore Touch League - Men's 30s Mandai Mambas 9 (5) Rebels B 6 (5) A green Mandai Mambas outfit staged...
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Mixed Authors
- Feb 10
- 1 min
Q3 MACROECONOMIC & GEOPOLITICAL OVERVIEW
Disclaimer You understand that no content published on this site constitutes a recommendation that any particular security, portfolio of...
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Mixed Authors
- Feb 10
- 3 min
Market Commentary - February 2022
· Global equities (-2.7%) fell for the 2nd consecutive month (last seen in 2020) - The selloff triggered by 1.) A higher than...
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Mixed Authors
- Feb 10
- 2 min
Monthly Update - 30Apr22
· Markets came under pressure as an increasingly hawkish Fed drove the worlds discount rate higher (US 10-year treasury yields...
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- Feb 10
- 1 min
Q2 2022 Quarterly Update Letter
Disclaimer You understand that no content published on this site constitutes a recommendation that any particular security, portfolio of...
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Mixed Authors
- Feb 10
- 1 min
Q3 2022 Quarterly Update Letter
Disclaimer You understand that no content published on this site constitutes a recommendation that any particular security, portfolio of...
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Mixed Authors
- Feb 10
- 1 min
Investment Analyst hire
Welcome Adrian to Stellar James - looking forward to collaborating and creating a special culture with lots of learning & success....
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Mixed Authors
- Feb 10
- 1 min
Senior Investment Analyst and trainee Portfolio Manager hire
Welcome Kayleigh Goh, CFA to Stellar James as Senior Analyst and Trainee Portfolio Manager. Look forward to a successful 2023!...
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Mixed Authors
- Sep 1, 2021
- 3 min
Market commentary - August 2021
· The equity market (+2.4%) ascent continued, and the bears have headed for an early hibernation (usually occurs between October...
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Mixed Authors
- Aug 26, 2021
- 1 min
Sohu.com (SOHU) - A potential 3x
Disclaimer You understand that no content published on this site constitutes a recommendation that any particular security, portfolio of...
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Mixed Authors
- Aug 23, 2021
- 3 min
Market Commentary - July 2021
· At a headline level global equities delivered a mediocre +0.6% for July – under the surface we saw a lot more turbulence and...
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Mixed Authors
- Jul 14, 2021
- 1 min
Principles - Ray Dalio
Quality book and foundation for any individual or investor. Chapters 2 & 3 are very relevant to current times - with many parallels to...
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Mixed Authors
- Jul 12, 2021
- 1 min
Stellar James - Shirtliff Venture granted SG tax exemption for resident funds under section 13R
<iframe src="https://www.linkedin.com/embed/feed/update/urn:li:ugcPost:6819474796540256256" height="687" width="504" frameborder="0"...
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Mixed Authors
- Jun 26, 2021
- 1 min
Global Macro Factsheet - 30 June 2021
Disclaimer You understand that no content published on this site constitutes a recommendation that any particular security, portfolio of...
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Mixed Authors
- Apr 22, 2021
- 1 min
Has the Bubble Already Popped?
BY SVEN HENRICH ON APRIL 21, 2021 Some great charts and historic parallel's in the article below https://northmantrader.com/2021/04/21/ha...
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Mixed Authors
- Jan 8, 2021
- 2 min
AIA for Q1'21
Asian Quality Compounder AIA is a leading Asian life insurer with significant operations in China, Hong Kong, Thailand, Singapore, &...
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Mixed Authors
- Jan 8, 2021
- 1 min
2020 RETURNS
+52.5% vs the MSCI ACWI +14.3% Avg. equity exposure 75% JD.com & Freeport primary positive contributors Concentrated portfolio of 3~5...
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Mixed Authors
- Sep 21, 2020
- 1 min
The Portfolio of 5 + Freeport (FCX)
Freeport (FCX-US) - SeekingAlpha report below, outlines the investment case nicely GOLD + COPPER Current price hasn't caught up to...
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Mixed Authors
- Aug 17, 2020
- 1 min
Tiffany (TIF-US) offering an attractive 8% spread to LVMH takeover price of $135
https://seekingalpha.com/article/4363740-tiffany-co-investors-white-knuckling-through-merger-closing Seeking Alpha article above explains...
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