David Kuo, The Smart Investor

David Kuo, The Smart Investor

1907-EDT-540

19 July 2022
Market View: What can investors do amid the current volatilities?
The Central Bank’s approach to handle inflation is still the top concern of investors this week. Searching for stocks that produce a good level of dividends and the assessment of the whole market in Singapore will be looked into.

On Market View today, Chua Tian Tian continues her conversation with David Kuo, Co-founder The Smart Investor to find out more.

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Listen to his previous podcasts:

15 July 2022
Market View: How to invest in a bear market, and what are the implications of recent rate hikes by central banks around the world?
Around the world, policymakers in New Zealand, Canada, South Korea and Philippines have all announced rate hikes over the past week, fanning fears that policymakers could go too far and tip leading economies into a recession. Back home, the Monetary Authority of Singapore has made a surprise off cycle move to tighten its monetary policy, or put simply to strengthen the Singapore dollar and reduce imported inflation. What are the implications of these developments on global markets? And how should we invest in a bear market? In Market View, Prime Time’s Finance Presenter Chua Tian Tian spoke posed these questions to David Kuo, Co-Founder of The Smart Investor.

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1 July 2022
Why It Matters: Will the second half be better for markets?
David Kuo, Co-Founder, The Smart Investor, discusses why the coming months will be tough, and whether Chinese stocks may be a more attractive investment instead, as well as reviews the first half of the year for the Straits Times Index, which finished little changed year-to-date.

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2 June 2022
Market View: Pessimism in US economic growth and approach for investors of this market
Federal Reserve officials from both the hawkish and dovish wings of the US central bank are determined to raise interest rates, even if the report states that US economic growth is shifting into a lower gear. While stocks show a decline in recent weeks on optimism that inflation may be easing, many are still pessimistic.
In Market View, Prime Time’s Bharati Jagdish spoke with David Kuo, the Smart Investor to find out more.

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1 June 2022
Why It Matters: May winners & losers
How do we cope with volatile markets and inflation? What are the effects of the US dollar gaining strength and how should investors react? Is the Fed's decision to increase interest rates until inflation comes down feasible? Lastly, what are the benefits of Shanghai easing Covid-19 restrictions? David Kuo, co-founder, the smart investor helps us answer these questions, as well as looking at the winners and losers in the stock market over the past 5 months.

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26 May 2022
Market View: Update on the current inflation situation and how investors should face it
A war between Russia and Ukraine has profoundly affected the global economy including the current inflation issue. With more and higher interest rate hikes on the horizon, recalibrating investment portfolios is among the top concerns.

In Market View, Prime Time’s Bharati Jagdish spoke with David Kuo, Co-founder, The Smart Investor to find out more.

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18 May 2022
Market View: Updates on plans coping with inflation
Food prices and housing costs are on the rise due to global inflation. According to Federal Reserve Chair Jerome Powell, there is an expectation that inflation is in the process of retreat.

In Market View, Prime Time’s Bharati Jagdish spoke with David Kuo, Co-founder of The Smart Investor to find out more.

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4 May 2022
Why It Matters: April winners & losers
As stocks try to recover from the resulting drawdowns in April, how should investors react to the current economic climate? Moreover, what entails the value of a stock and how much risk should we take when investing? David Kuo, Co-Founder, The Smart Investor helps us answer these questions while diving into April's biggest winners and losers such as Jardine C&C and Keppel DC REIT respectively.

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1 April 2022
Why It Matters: March market highlights & US Inverted Yield curve
Wrapping up the month of March, David Kuo, Co-Founder, The Smart Investor joins us to talk about the possibility of the US going into recession in the face of an inverted yield curve, and his analysis on some of the top market winners and losers of the month.

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1 March 2022
Why It Matters: February winners & losers
David Kuo, Co-Founder, The Smart Investor shares if the recent Russia-Ukraine crisis should change the way we invest, the impact on growth outlook in view of pain and blowback from sanctions imposed on Russia, and some of February's top winners and losers.

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1 December 2021
Why It Matters: November winners & losers
David Kuo, Co-Founder, The Smart Investor, shares what investors should be doing differently – with the new Omicron variant being potentially more transmissible – and November’s biggest winners/losers on the Straits Times Index.

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1 November 2021
Why It Matters: October market highlights + November Lookahead
David Kuo, co-founder, The Smart Investor reflects on some of the highlights in the news for the month of October, along with his analysis on the top market winners and losers.

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1 October 2021
Why It Matters: Market Wrap - September market top winners and losers
David Kuo, Co-founder, The Smart Investor, gives an analysis of the main concerns mounting into the month of October, including elevated inflation, supply-chain bottlenecks, a global energy crunch and regulatory risks emanating from China. He also provides a breakdown of September's biggest winners/losers on the Straits Times Index.

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2 August 2021
Why It Matters: Market Wrap - July market top winners and losers
David Kuo, co-founder, The Smart Investor, gives an analysis of China’s recent clampdown on the private education sector, major market trends in the US, and July’s biggest winners/losers on the Straits Times Index.

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1 July 2021
Market Wrap: June market top winners and losers
David Kuo, Co-founder, The Smart Investor gives an analysis of how some of the major markets fared in 2021 so far and June's biggest winners/losers on the Straits Times Index.

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1 June 2021
Market Wrap: May market top winners and losers
David Kuo, co-founder, The Smart Investor breaks down the latest on the winners and losers from May, and his thoughts on PM Lee’s recent COVID-19 guidance.

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3 May 2021
Market Wrap: April market top winners and losers
David Kuo, Co-founder, The Smart Investor gives an analysis of April's biggest winners/losers on the Straits Times Index and some takeaways from the Berkshire Hathaway AGM.

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1 April 2021
Market Wrap: March market top winners and losers
David Kuo, co-founder, The Smart Investor reflects on some of the biggest news stories in March, and gives his analysis on the month's top market winners and losers.

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11 March 2021
Companies to Watch: Jardine Matheson
This week, Jardine Matheson announced its acquisition plans of its subsidiary Jardine Strategic, which is valued at approximately US$5.5 billion and is expected to become effective by the end of April. The deal will detangle its decades-old cross-holding group structuring. David Kuo, Co-Founder of The Smart Investor shares more about why the group was originally structured this way, and what the deal means for shareholders.

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1 March 2021
Market Wrap: February market top winners and losers
David Kuo, co-founder, the smart investor gives an analysis of the drop in bond yields from year highs of 1.6% to 1.41%, and some of the biggest winners and losers of February.

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1 February 2021
Market Wrap: January market top winners and losers
David Kuo, co-founder, The Smart Investor breaks down the latest of GameStop's outstanding stock performance as a result of a battle between short selling hedge funds and ordinary investors, and the winners and losers of January.

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4 January 2021
Market Wrap: 2020 market top winners and losers
David Kuo, Co-founder, The Smart Investor gives an analysis of the biggest winners and losers of 2020, and sectors that could possibly do well in 2021.

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1 December 2020
Market Wrap: November market top winners and losers
David Kuo, Co-founder, The Smart Investor gives an analysis of November's biggest winners/losers on the Straits Times Index.

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2 November 2020
Market Wrap: October market top winners and losers
David Kuo, Co-founder, The Smart Investor gives an analysis of October's biggest winners/losers on the Straits Times Index.

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1 October 2020
September market top winners and losers
David Kuo, Co-founder, The Smart Investor reflects on the biggest stories from September, and shares who were the biggest market winners and losers for the month.

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1 September 2020
August market top winners and losers
David Kuo, co-founder, The Smart Investor shares more about how the markets have done in August, as well as the top losers and gainers in the month.

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1 July 2020
June’s market winners and losers
David Kuo, co-founder of the Smart Investor breaks down the latest on the significance of the National Security Law on the markets in Hong Kong and the winners and losers in the first half of the year.

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1 June 2020
May's Market Winners & Losers & June's Outlook
David Kuo, co-founder, the Smart Investor analyzes the impact of President Donald Trump's intentions to revoke Hong Kong’s favored trade status with the United States and if it is time to think about reducing investments in companies with China or even Hong Kong exposure.

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4 May 2020
Market Wrap for April, Outlook for May 2020
David Kuo, Co-Founder, The Smart Investor gives his take on what lies ahead for dividend hunters as more companies cut back, and whether it's time to sell in May and go away.

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1 April 2020
Top markets winners & losers from March
David Kuo, Co-Founder, The Smart Investor breaks down the latest on a single winner in the Singapore markets in March, the possibility of dividends being cut in the near future, and more.

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2 March 2020
Market Wrap for Feb, Outlook for March 2020
David Kuo, Co-Founder of The Smart Investor looks back at some of the top STI winners and losers, and what to look out for in March after the sharp correction last week.

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13 January 2020
Money and Me: How you can pick the same stocks as David Kuo
Ever wished you could look at how an actual successful investor allocates his investment funds in real life? Well, now you can. Former Motley Fool David Kuo tells us how we can all take a peek his investment portfolios. It is a new subscription service that his brand new site smartinvestor.com.sg will be offering. Which stock bought 30 years ago, does he still holds today? Which regions in Asia is he optimistic about and why? Why does David think gold should not be a priority in your portfolio this year? And why is he not panicking in 2020? We find out with David Kuo, Co-founder of Smart Investor shares more.

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2 Jan 2020
Learning from 2019 to invest in 2020
As we welcome a brand new year and decade, David Kuo, co-founder, The Smart Investor breaks down the biggest risers and losers of 2019 and where to invest in 2020.

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2 December 2019
November's top winners/losers & market outlook
No doubt that November was a tough month for markets, with the London Bridge Attack to the Hong Kong Polytechnic University siege. David Kuo, co-founder, The Smart Investor breaks down for us the top winners and losers for the month which saw the STI lose 1.1%.

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1 November 2019
October's Straits Times Index top winners & losers
David Kuo, co-founder, The Smart Investor, shares what his new venture is about after moving on from Motley Fool Singapore. He also gives his take on US-China trade tensions, and wraps up October's STI's top gainers/losers.

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