Hazelle
in Memos & Musings · 3 min read
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:
- Artificial Intelligence (AI)
- US-China tech race
- Interest rates and geopolitical tensions
Discover why Nvidia’s latest earnings could signal the next phase of AI adoption, how the AI race between the US and China is evolving, what rising inflation and geopolitical developments could mean for investors in H2 2026.
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What We Cover:
What Nvidia’s latest earnings reveal about the next phase of Artificial Intelligence
The US-China AI & Tech Race: Why investors shouldn’t think in terms of a single winner
How geopolitical tensions and interest rates could shape investment opportunities
What gold’s recent rally and pullback teach us about investing during market uncertainty
Practical portfolio construction principles for navigating an uncertain market
One of the biggest mistakes investors make is believing they need to accurately predict every market event. In reality, successful investing is less about predicting the future and more about positioning your portfolio to perform across multiple possible outcomes.
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Timestamps
0:00 – Why Predicting the Stock Market Doesn’t Work
05:05 – Artificial Intelligence (AI): The Next Wave of AI Adoption
12:14 – US-China Tech Race: Who Is Really Winning?
19:36 – Portfolio Construction Strategies for Uncertain Markets
23:45 – Inflation, Interest Rates & Geopolitical Risks
26:15 – Gold Investing: A Lesson on Market Narratives
About Hazelle
Hazelle is the Chief Trainer and the Co-Founder of The Joyful Investors—a financial education firm committed to helping investors level up their portfolios and achieve financial independence (F.I.R.E). A first-class Accountancy graduate from Nanyang Technological University (NTU), she began her career in audit at one of the Big Four firms, where she honed her skills in financial analysis and business fundamentals.
To Hazelle, financial freedom isn’t just about retiring early—it’s about having the freedom to pursue what truly matters. She also heads TJ Academy, which runs the Moneyball Investors Playbook and Options Investors Playbook programs alongside other investor training workshops.
As an SGX Academy Trainer and SIAS Speaker, she actively supports financial education initiatives and regularly shares her insights on long-term investing, portfolio building, and market cycles.
Hazelle’s commitment to impacting the lives of investors extends beyond coaching sessions. She has spoken at prominent investment fairs internationally including MooFest, REITs Symposium and Invest Fair in Singapore and Malaysia, as well as at Baiduri Bank in Brunei. She has also conducted sharing sessions with investment clubs in local and overseas universities.
Important Information
This document is for information only and does not constitute an offer or solicitation nor be construed as a recommendation to buy or sell any of the investments mentioned. Neither The Joyful Investors Pte. Ltd. (“The Joyful Investors”) nor any of its officers or employees accepts any liability whatsoever for any loss arising from any use of this publication or its contents. The views expressed are solely the opinions of the author as of the date of this document and are subject to change based on market and other conditions.
The information provided regarding any individual securities is not intended to be used to form any basis upon which an investment decision is to be made. The information contained in this document, including any data, projections and underlying assumptions are based upon certain assumptions and analysis of information available as at the date of this document and reflects prevailing conditions, all of which are accordingly subject to change at any time without notice and The Joyful Investors is under no obligation to notify you of any of these changes.
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