There are some news we learned in our daily life. Some of these news are significant to economy. If we can relate these news to our investment, there are actually a lot of good opportunities.
Here are some examples of such news. Are you able to catch these opportunities? If not, maybe these are lessons learned for the future.
Vacinnation & Healthcare Industry
Covid-19 broke out around Jan/Feb 2020. A lot of things happened since then, such as closing up of borders, shutting down of cities, vaccinations, change of human habits such as online meetings, etc. See what opportunities we have possibly missed out:
Pfizer
bioNTech
Moderna
Resuming Normal Life from Covid-19 in 2023
Back in around end of 2022, vaccination against covid-19 were much covered worldwide. Shutting down stopped and shops re-opened. Rebounce of economy was expected.
US Market
Japan Market
Taiwan Market
Online Activities Becoming Popular
Starting from 2020 when the covid-19 started around the world, the need for change from face-to-face into online activities became a strong need. Zoom was one of the company benefit from this because it was easy-to-use. Their stock went up rapidly during that time, getting more and more popular around the world.
Zoom
Lessons Learned
Reviews of these histories are actually tips how we can grap the opportunities in the future. By nature of these news, they are just around us in our life and we were aware of it. However, if you can take the opportunity and think about what you can do in terms of investment, you already can get pretty good returns probably much better than your MPF performance.
Of course, you need to have things ready before these incidences occurred and act quickly and accordingly. These tools need to be ready when you need them, and there are learnings along with them. They are not difficult.
The relationship between the China and US Government started to become observable in the market. The China government made several trips to the US for negotiation. The outcome did not appear optimistic. Things became clear on the attitude of the US Government. It could be observed that US investment in the China market will be withdrawn as a result of manufacturing chains would move out of China for de-risking.
As a result, some manufacturing originally in China would move over to countries like India and Vietnam. Taiwan was receive close attention because of advance of their semiconductor industry. Hot money were observed to flow into Taiwan and other countries.
US Market
Taiwan Market
Lessons Learned
Reviews of these histories are actually tips how we can grap the opportunities in the future. By nature of these news, they are just around us in our life and we were aware of it. However, if you can take the opportunity and think about what you can do in terms of investment, you already can get pretty good returns probably much better than your MPF performance.
Of course, you need to have things ready before these incidences occurred and act quickly and accordingly. These tools need to be ready when you need them, and there are learnings along with them. They are not difficult.
Quite some manufacturing had moved over to India from China as a strategic plan for de-risking by the western countries. India became the beneficiary. Modi visited US on July 1 and was well received by both the US government and the industries.
Modi Visit to US
Taiwan Election
Lessons Learned
Reviews of these histories are actually tips how we can grap the opportunities in the future. By nature of these news, they are just around us in our life and we were aware of it. However, if you can take the opportunity and think about what you can do in terms of investment, you already can get pretty good returns probably much better than your MPF performance.
Of course, you need to have things ready before these incidences occurred and act quickly and accordingly. These tools need to be ready when you need them, and there are learnings along with them. They are not difficult.
重點
- 港股在2024年1月累計跌幅超過9%，強積金虧損2.1%，當月強積金投資虧損共235億元，積會明強積金計劃成員平均虧損約五千元
- 強積金2023年投資回報約3.5%，是三年來首次錄得正回報，當年人均賺 8,000元，亦即是說過去三年都錄得虧蝕
Lessons Learned
Reviews of these histories are actually tips how we can grap the opportunities in the future. By nature of these news, they are just around us in our life and we were aware of it. However, if you can take the opportunity and think about what you can do in terms of investment, you already can get pretty good returns probably much better than your MPF performance.
Of course, you need to have things ready before these incidences occurred and act quickly and accordingly. These tools need to be ready when you need them, and there are learnings along with them. They are not difficult.
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