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Memos & Musings

Read more about the article 🛡️ Cybersecurity Stocks Are Falling: Buy the Dip or Stay Away?

🛡️ Cybersecurity Stocks Are Falling: Buy the Dip or Stay Away?

  • Post published:July 24, 2026

As AI becomes more powerful, cyber threats are also becoming more sophisticated. In this episode of Money & Joy, we explore the growing connection between Artificial Intelligence and Cybersecurity, and why Cybersecurity remains one of the most significant long-term investment themes to watch.

Continue Reading🛡️ Cybersecurity Stocks Are Falling: Buy the Dip or Stay Away?
Read more about the article What Most Investors Are Missing In US-China AI Race? | H2 2026 Market Outlook

What Most Investors Are Missing In US-China AI Race? | H2 2026 Market Outlook

  • Post published:July 13, 2026

Artificial Intelligence is reshaping the stock market. But is the biggest investment opportunity in the US, China or both? In this replay video of our recent Half-time Investing Playbook: Winning 2H 2026 in Stock Markets session, we revealed the 3 biggest investment themes.

Continue ReadingWhat Most Investors Are Missing In US-China AI Race? | H2 2026 Market Outlook
Read more about the article Live Investment Case Study: Booking Holdings (Opportunity or Risk?)

Live Investment Case Study: Booking Holdings (Opportunity or Risk?)

  • Post published:June 19, 2026

With the stock down over 20% from its previous highs, investors are panicking about AI disruption. But has the market massively overreacted, or is this a genuine warning sign for Booking Holdings?

Continue ReadingLive Investment Case Study: Booking Holdings (Opportunity or Risk?)
Read more about the article 📈 AI Market Uncertainty: Where to Invest Your Money Today?

📈 AI Market Uncertainty: Where to Invest Your Money Today?

  • Post published:June 13, 2026

With the recent software sell-off, semiconductor boom and rising inflation, artificial intelligence and technology stocks are facing massive volatility. In this episode of Money & Joy, we break down macro uncertainty and walk you through how to position your portfolio for the rest of 2026.

Continue Reading📈 AI Market Uncertainty: Where to Invest Your Money Today?
Read more about the article Interview With Money FM 89.3 – Who are China’s Next Tech Giants Beyond Alibaba and Tencent?

Interview With Money FM 89.3 – Who are China’s Next Tech Giants Beyond Alibaba and Tencent?

  • Post published:June 9, 2026

Earlier today, I joined Michelle Martin on MoneyFM for a conversation on the evolving landscape of China’s technology sector. China’s growth narrative is no longer defined solely by familiar internet giants such as Alibaba and Tencent.

Continue ReadingInterview With Money FM 89.3 – Who are China’s Next Tech Giants Beyond Alibaba and Tencent?
Read more about the article China’s Hidden AI Giants: How to Invest in China’s Silicon Valley

China’s Hidden AI Giants: How to Invest in China’s Silicon Valley

  • Post published:May 27, 2026

When most investors think about “China Tech”, the immediate association is often with familiar internet platforms and consumer-facing applications such as Tencent’s WeChat, Alibaba’s Taobao, or Meituan’s food delivery ecosystem...

Continue ReadingChina’s Hidden AI Giants: How to Invest in China’s Silicon Valley
Read more about the article 🌏 Dividend Investing in 2026: Navigating Volatility with S-REITs & China Plays

🌏 Dividend Investing in 2026: Navigating Volatility with S-REITs & China Plays

  • Post published:May 17, 2026

With geopolitical tensions in 2026, is there a way to stay invested and get paid while navigating the storm? Join us in this episode as Bruce Zhang (CSOP AM) and Samuel Tay (AlphaJoy Private Wealth) unpack the roadmap for dividend investing.

Continue Reading🌏 Dividend Investing in 2026: Navigating Volatility with S-REITs & China Plays
Read more about the article Microsoft Stock Down 30%: Opportunity or Risk?

Microsoft Stock Down 30%: Opportunity or Risk?

  • Post published:April 3, 2026

MSFT share price down more than 30% from all-time-high. Is this an opportunity, or a warning sign? Has AI changed the fundamentals for Microsoft?

Continue ReadingMicrosoft Stock Down 30%: Opportunity or Risk?
Read more about the article Live Investment Case Study: Alibaba’s Long-Term Growth Story

Live Investment Case Study: Alibaba’s Long-Term Growth Story

  • Post published:March 28, 2026

Alibaba’s share price has seen a significant recovery over the last two years, but the path has been anything but smooth. With high volatility still in play, many investors are asking...

Continue ReadingLive Investment Case Study: Alibaba’s Long-Term Growth Story
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