Which Bank Stocks Will Perform Best in 2025? Here’s my take, blending data and a bit of intuition: Top Pick: JPMorgan Chase (JPM) JPMorgan’s dominance, diversified revenue streams, and ability to capitalize on both NII growth and investment banking make it the safest bet for outperformance. Its 56% gain in 2024 shows momentum, and it’s best positioned for a “cyclical inferno” (as BofA’s Savita Subramanian calls it) driven by Fed cuts, deregulation, and profit acceleration. Strong Contender: Bank of America (BAC) BAC offers a compelling mix of value and growth. At $47, it’s trading below some analyst targets (e.g., $52), and its NII forecast ($15.7 billion by Q4) plus a 2.51% dividend yield suggest total returns could hit 20-27% in 2025, per some X sentiment. It’s less flashy than JPM but a
Nvidia (NVDA) Why to Watch: Nvidia is hosting its GPU Technology Conference (GTC) from March 17-21, with CEO Jensen Huang delivering a keynote on March 18. Updates on its Blackwell Ultra chip and Vera Rubin architecture could impact its stock, especially after a big drop in 2025. The conference would give investors a glimpse of Blackwell capabilities and show Nvdia as the clear leader in AI space
Key Drivers for 2025 Performance Oil Prices and Demand Bull Case: Oil demand remains robust, supported by economic recovery and tight supply. OPEC+ cuts and geopolitical tensions (e.g., Russia-Ukraine) could keep Brent crude above $80/barrel, boosting ExxonMobil’s upstream earnings. Analysts like those at LongForecast project oil stabilizing at $60-$80, with spikes possible, aligning with ExxonMobil’s historical earnings sensitivity (EPS ~$13 at $100 oil per InvestorPlace, October 2023). Bear Case: Global supply increases (e.g., non-OPEC production) and a potential demand peak (ExxonMobil’s own 2050 Outlook) could cap oil at $60-$70, pressuring margins. J.P. Morgan’s November 2024 warning of trade war volatility adds downside risk. Financial Strength 2024 Results: ExxonMobil reported $33.7
Alibaba Why it might outperform: Alibaba has been a focal point for investors due to its dominant position in e-commerce and cloud computing. Analysts, like those from Goldman Sachs (October 2024), have raised price-to-earnings targets for MSCI China companies, suggesting stocks like Alibaba could benefit from policy support and undervaluation (forward P/E around 9.07 as of mid-2024). KraneShares also emphasized internet companies as potential outperformers in their 2025 outlook. Risks: Regulatory pressures and competition remain concerns, but its low valuation might attract contrarian investors.
There’s no single stock guaranteed to deliver a retirement-sized win in one shot—anyone claiming otherwise is either lucky or selling you something. High-risk, high-reward plays like leveraged ETFs (e.g., $TSLL tied to Tesla) get hyped for their potential to explode, especially if Tesla’s growth keeps defying gravity. A big win there could theoretically 10x your money in a few years if stars align—think $100k turning into $1M. But the flip side’s brutal: volatility can wipe you out just as fast, and most don’t have the stomach for it. Historically, stocks like Amazon or Apple have turned small bets into retirement nest eggs, but those were decades-long grinds, not one-hit wonders. For a shorter horizon, speculative names in tech or biotech—say, a small-cap AI firm or a drug company a
Better stock trading skills might boost family harmony by easing financial stress. It brings stability or extra cash. But if it turns into an obsession, risks savings, or steals family time, it could backfire with tension or blowout fights. Success = peace; failure = chaos. Thoughts?
Nasdaq plunge have resulted in the index in correction territory . What’s Driving the Plunge? The immediate trigger appears to be escalating trade tensions following the Trump administration’s rollout of new tariffs—25% on imports from Canada and Mexico, and doubled duties on Chinese goods—implemented earlier this week. These moves sparked retaliatory threats from affected nations, injecting volatility into an already jittery market. Tech stocks, heavily reliant on global supply chains, took the brunt of the hit. For instance, automakers like Ford and General Motors, with intricate North American operations, dropped 2.9% and 4.6%, respectively, on March 4, while chipmakers like Marvell Technology saw a 17% plunge after a lackluster outlook. Beyond tariffs, broader concerns are at play. Hig
Mixue appeals to budget constraint consumers. Thus I think it will be more popular in lower income countries such as Indonesia, Thailand. Chagee will continue to be popular with price insensitive consumers such as Singaporean and malaysian
Visa ticker V Visa Inc. (NYSE: V) is a global leader in digital payments, processing over $15 trillion in total volume annually across more than 200 countries. Strong Financial Performance: In fiscal 2024, Visa reported revenue of $35.93 billion, up 10% year-over-year, and net income of $19.46 billion, a 14.5% increase. This growth is driven by a 9% rise in payments volume and a 16% surge in cross-border volume, reflecting robust consumer spending and travel recovery. Wide Economic Moat: Visa’s dominance in the payment processing market, with a scalable network (VisaNet) capable of handling 65,000 transactions per second, creates a significant competitive advantage. Its brand and partnerships with financial institutions reinforce this position. Growth Opportunities: The shift from cash to
NVDIA a market leader in AI chips and GPU. From a broader perspective, NVIDIA’s fundamentals are strong: it’s a leader in the AI boom, with revenue growth outpacing rivals and a market cap around $3.29 trillion. Yet, its valuation is lofty, and corrections like this aren’t uncommon for a stock that’s tripled in value over the past year. The question is timing—buying after a dip could be a bargain if you believe in the long-term AI narrative, but short-term volatility could persist if macroeconomic pressures (e.g., rising Treasury yields) or competition intensify. Critically, the “buy” case leans on NVIDIA’s unmatched position in AI infrastructure, but the bearish view warns of overvaluation and potential stumbles in execution (e.g., Blackwell delays). If you’re a long-term investor, the co
Jardine Cycle and carriage a play on SEA growing economy. Company Overview JCC’s core strength lies in its majority stake in Astra International, an Indonesian conglomerate that dominates the automotive sector in Southeast Asia, particularly with brands like Toyota, Daihatsu, and Honda motorcycles. Astra also has exposure to financial services, mining, and infrastructure, making it a heavyweight in Indonesia’s economy. The Direct Motor Interests segment includes Cycle & Carriage dealerships in Singapore, Malaysia, and Myanmar, alongside Tunas Ridean in Indonesia. Other Strategic Interests cover stakes in companies like Vietnam’s THACO, Refrigeration Electrical Engineering Corporation (REE), and Vinamilk, diversifying JCC’s footprint across the region. This structure gives JCC a blend o
A solid but slow compounder of wealth. I don't expect much value adding activity but you can expect your money to be safe as it is trading well below book value. Haw Par recently released its FY2024 results, sparking renewed interest among investors. As of the latest closing price on February 21, 2025, the stock traded at S$11.45, though posts on X suggest it has climbed higher (around S$13.75) following the results announcement. Here are the key takeaways: Earnings and Dividends: The company reported solid profitability, with posts on X citing a direct earnings per share (EPS) of S$1.03 and an underlying EPS of S$1.86, reflecting the contribution of its investment holdings. More notably, Haw Par declared a special dividend of S$1.00 per share on top of its usual final dividend of S$0.20 p
I have been investing in VT for my children education fund and my time horizons is 20 years from now. Here's a short analysis of VT First off, VT’s biggest draw is its diversification. With one investment, you’re getting a slice of nearly every investable stock market worldwide—large caps, mid-caps, and small caps included. For a Singaporean investor, this means exposure beyond the local Straits Times Index (STI), which is relatively narrow and heavy on financials and real estate. VT gives you U.S. tech giants, European industrials, and emerging market growth stories, all in one go. If your goal is long-term growth and you want to spread your risk across the globe, this is a compelling feature. Plus, its expense ratio is a razor-thin 0.07%, which is hard to beat for such broad coverage. Ov
ETFs are professionally managed funds traded on stock exchanges, like the Singapore Exchange (SGX), tracking indices such as the Straits Times Index (STI), S&P 500, or even thematic sectors like technology or sustainability. For Singaporeans, they provide an accessible entry point into investing without the steep fees of actively managed funds or the complexity of picking individual stocks. The low cost—often with expense ratios below 0.5%—makes them especially attractive in a high-cost-of-living environment like Singapore. Another draw is diversification. A single ETF, such as the SPDR STI ETF, gives exposure to Singapore’s top 30 companies, reducing risk compared to betting on a single stock. For those eyeing global opportunities, ETFs tracking the MSCI World Index or emerging market