Date 24 Sep 25 (Wed) : My Favorite Things

6 sectors should not miss out in your watchlist!

AI & Technologies Funds are diverifying from expensive US Tech to China Tech

Battle for AI Domination is heated up Chip Makers

Demand keeps surging Defence China showcased its military strength in pararde, ignite anxiety of gear up defence nationwide Gold Safe Haven during economic uncertainties

Energy and Commodities Inflation, Climate changes, Currency Fluctuations Properties and Reits (mid-term till 2026)

Further downside on Interest rate despite of the risk of higher inflation

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YESTERDAY :

Fed Chief Powell says stock prices appear ‘fairly highly valued’ https://www.cnbc.com/2025/09/23/fed-powell-stock-prices-appear-fairly-highly-valued.html 

TODAY:

Alibaba Cathie Wood buys Alibaba after four years in China comeback [The Edge] Alibaba shares leap on Nvidia partnership, data center plans [Reuters]

RECAP last week : 1. Singapore NODX (Non-Oil Domestic Exports) dropped 11.3%, disappoint the market [ST][BT]

2. U.S. Fed cut 25 bps as expected and end quantitative tightening. And market seem already priced in [CNBC}

3. Market start to pull back for coming inflation data

United States ====================== The Fed announced lowered interest rates for the first time since December to support America's faltering labor market. The central bank cut its benchmark lending rate by a quarter point to a new range of 4% to 4.25%. Market focus is shifting from inflation data to job and employments

Federal Reserve has room for three more rate cuts as US growth slows, says OECD

Fed can’t ignore the risk of higher inflation, Powell says [CNN]

Speech by Chair Powell on the economic outlook :Overall effects of Tariffs on Economic activities & inflation remain to be seenNear-term risks to inflation tilted to the upside[Reuters]

U.S. Housing Challenges: In August 2025, U.S. single-family housing starts declined to a nearly 2.5-year low of 890,000 units. Fannie Mae and Freddie Mac high possibility to relist soon

=== Trump's State Visit to U.K. with serveral U.S. Business Leaders Blackstone, Prologis and Palantir reveal new Investments in U.K. Big Tech companies (Microsoft, OpenAI, Nvidia....) announced new deals with U.K. involvement billion dollars

China

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Alibaba’s AI chip goes head-to-head with Nvidia H20 in state-backed benchmark demo [link]

China Chipmaker and robotic related counters:

HK: 1347 ; Hua Hong Semiconductor

HK : 0981 ; SMIC

HK : 2050 ; Zhejiang Sanhua Intelligent Cntrl Co Ltd

HK : 2432 ; Shenzhen Dobot Corp Ltd

HK : 9660 ; Horizon Robotics

Should know :

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Meta launched Ray-Ban smart glass that come with build-in display [CNA]

Nvidia makes investment in Intel for $5 billion

SGX Group joins FOMO Group’s shareholder base Goldman Sachs initiates coverage on Yangzijiang Shipbuilding stock with Buy rating [link] Alibaba slashes its 11.3% stake in SingPost by more than half, ceases to be substantial shareholder Zijin Gold said to plan US$3 bil Hong Kong IPO in world’s biggest listing since CATL China says preliminary probe shows Nvidia violated anti-monopoly law US, China reach framework deal on TikTok with U.S.

Cold Facts :

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The Nvidia RTX6000D is a specialized, China-exclusive AI chip, but it has received lukewarm demand due to being perceived as expensive for its performance, which reportedly lags behind the grey market RTX5090.