As of writing on the 12th of March 2026, the iShares software ETF (IGV) is down over 27% year-to-date, and since its September 2025 peak, has fallen by more than 30% — erasing upwards of $2 trillion in market cap. For the first time in the modern era, software stocks now trades at or below…
Author: brianhalim
3 Ways to Play the China Stocks
It’s been a while since I last did an update of the blog again as I recently joined another firm which keeps me busy, and I was restricted to make too much exposure on the blogging front due to the nature of my role. In any case, I just wanted to take this opportunity to…
Active Trading Tournament 2024 – With Prizes to be Won!
Are you ready to prove your trading skills and compete against the very best fund managers out there in the industry? Whether you’re a seasoned pro or just starting out, this is your chance to shine in the Active Trading Tournament 2024 which will be held from the 12 – 30 August 2024. The tournament…
McDonald’s Valuation is Still Lofty at This Price
If you haven’t heard of McDonald today in this era, you are probably living in a cave. Founded in 1940, the chain business was once a hamburger stand, which later turned into a very successful franchise business. At its core, McDonald Corporation today is one of the world’s largest fast-food chains, known for its burgers,…
3 Stocks For The Gold Medal for the Paris Olympics 2024
The Olympics fever are finally back here again! According to a study by the National Bureau of Economic Research, they found that stock markets in host countries particularly often show positive abnormal returns in the lead-up to the Olympics, reflecting increased economic activity and investor confidence. The Grand Paris Express Project is a prime example,…
Lululemon Athletica Inc (“LULU”) Has Never Traded This “Cheap” From a Valuation Standpoint
Lululemon has caught the attention of many value investors lately, as it has fallen almost half from the start of this year (since hitting the peak in Dec last year) due to the slower growth and weak spending consumption, impacting many other consumer discretionary and luxury stocks particularly this year. With the stock currently trading…
Yixin Group Limited (HKG: 2858) – Auto Financing Company at only 7.5x P/E Valuation
Yixin Group Limited (HKG: 2858) shares have had an impressive past couple of months, gaining +16.2% YTD after a shaky period beforehand. This outperforms the HSI index which at the moment YTD has only gained +2.5%. The stock is currently under consolidation mode for about a month now going directionless. With the recent rebound in…
Foodpanda Launches Brilliant Curated Meals with “Meal for One” for Solo Diners
Foodpanda, famously known for its cute looking pink panda logo and operating as a leading brand under Delivery Hero for online food and grocery platform – has launched a brilliant strategy for solo diners out there with its curated meals “Meal for One”. With a Meal For One, customers can now order single-person meals on…
CrowdStrike Documented Worst Day as Outage Could Be World’s Largest Ever
Imagine if there’s a day that technology would brought the entire world to a pausing halt. That was yesterday. CrowdStrike Holdings has long dominated the market for cloud-based software which is meant to protect customers’ networks from hackers, but a botched software update has other plans that brought businesses from airlines to banks to a…