The three main US indices – Dow Jones, S&P500 and Nasdaq have now all reached all-time peak high in 2021 and have consistently rotated among themselves in contention for the best performer in 2021.
So far, all the three indices have hit double digit gains this year and adding that with the gains from the previous pandemic year, they have done remarkably well in what to be considered as one of the toughest periods of this new century.
Unfortunately, not all companies and sectors have contributed to the same number of gains relative to the indices they are in. For example, while there are rotational sectors such as the banks, airlines and cruises that were benefiting from the recovery, others such as e-commerce, cloud stocks are taking a retreat after an eventful year in 2020.
There are also trends and signs of inflation this year and the saga surrounding the Chinese administration and restrictions further adds to the uncertainty.
InvestingNote and MooMoo Futu have kindly organized a mid-year outlook and invited participants from their various industries and years of experience to provide a glimpse of what investors should look out for in the second half of the year.
There will be 4 grand investment themes that will be addressed which are all relevant to us:
Inflationary environment is one aspect which concerns most of the people out there because they are directly related to the core cost of living that impacted us.
Imagine a scenario where the cost of healthcare, food and groceries and housing increases overnight while the money that you are holding are losing in value. This will cause the purchasing power parity of an individual to be lower and can be detrimental to the economy if this runs in rampant.
I have also previously shared my views on inflationary environment which you can read here in detail if you are interested.
We have seen the crackdown melt of both the cryptocurrency as well as Chinese crackdown this year which dominated the headlines.
In fact, both sectors are so dominant in their own respective positions that trillions of dollars have been wiped out in the first half of this year, potentially brewing a calamity in the making.
In this session, the speaker will cover both the risks of investing into these sectors and what are some of the key expectations you have to look out for as an investor.
The transition theme looks into the up-and-coming industry that will be the future of tomorrow.
Technology adoption and clean and environmental sustainability of going green have been one of the important agendas of the G7 summit and each nation has commitments towards delivering a better climate contribution to the world.
The last theme will touch upon the potential growth areas or sectors of investing opportunities.
This includes the reviving of financing vehicle such as “SPACS” where companies that wanted to go public can hasten their process of registering their interests by partnering with a SPAC vehicle.
There are also ample opportunity in the EV space which will be the topic that everyone wants to know more.
If you are interested in any of these themes, be sure to sign up for these 3 hours compact sessions which will be held on the 31st July on a Saturday morning/afternoon.
To sign up, simply click in the link here which will direct you straight to the registration page.
The sessions are free, and it only takes less than a minute to register so do so quickly which it lasts.