It is your time [财迷] 

So happen that I watched a news before saying that Korea may be the first country to disappear due to the sharp reduced in birth rates so if Coupang only limit its business at Korea, would it affect its business in long term? Something we need to consider about.

Lol.. the investors aren’t afraid of the rising yields because anyhow it will raise eventually toabove 2%. What we concern is that the yield is rising so RAPIDLY in such a SHORT time. [惊讶] 

The speed of 10-year yield rising is concerning indeed. However, we should not be too conservative sometimes and should always remember that the rising yield indicates stronger economy activity.While we look at the 1-year Treasury yield which reflects the liquidity of the market cashflow, it does not seem to be worrying. Before the state would declare the raise in the interest rates, we shall see less fiscal stimulus as a sign of balance sheet reduction. The rise of interest rates would be super harmful and impact thefast growing companies which currently still under a loss from operation.Also, recent sector rotation is good for the market to prevent the burst of some tech bubble.It is also a good chance for those high valuation company to come to adjust their high P/E and e

Gotcha! As predicted, from my previous comment, the Fed wouldn’t help the bank when The Wall Street Journal has shown how much bank could be profited from piles and piles of cash[财迷]