Checking out what's the latest political move... may tell us where the money goes
US Banks yesterday break-down
Few keypoints this week:
- Ukraine
Trump calls Zelensky a 'dictator without elections' ; and US wants to strike mineral deal with Zelensky, demands for a share of its rare earth minerals
- Europe
US Vice President JD Vance blasts Europe over free speech, lax migration
While Denmark to boost defence spending by €6.7bn over next two years, the Trump administration orders Pentagon to plan for sweeping budget cuts... draw up plans to cut 8% from the defense budgeet over each of the next 5 years
- Russia
US-Russia talks: Key takeaways as Trump pushes for Ukraine peace deal
[https://www.reuters.com/world/key-takeaways-trump-putin-talks-ukraine-energy-nato-sanctions-2025-02-20/]
- India
Qatar commits to investing $10bn in India
India, Saudi Arabia prepare for third ‘Al-Mohed Al-Hindi’ naval exercise
- China
Diplomatically, China always wants 'Win-Win' Solution to ease the trade tension.
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My Observation:
Trump's political move is getting obvious, and likely will take the almost 180 degrees U-turn from the last administration office managed by Biden. Trump 2.0 is obviously very different from Trump 1.0, and this time China doesn't seem to be the main target... but Nato. And today HSI up another 600 over points, tell us that funds are continue to buy into the "suppressed" China Tech under the heat wave of DeepSeek.
Dear Investors, the situation now is obviously very different from last year. Tech stocks and Energy counters are still my favourite this year. But the fund flows are really sensitive towards Trump political move and moving fast. We needs to be more open-mind today as stepping into 2025... many things will change include U.S. interest rate will not cut further for the coming FOMC
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