04/11/2026
📉 Where’s the value after October’s sell-off?
US tech shares fell as investors questioned when heavy spending would pay off. China had a tough month, and Singapore banks pulled back too. Has the dip made our local banks more attractive?
In my November Market Update, I look at what drove the sell-off, why US Treasury yields fell as expectations for rate hikes eased, and what I’m watching in Singapore bank valuations.
▶️ Watch the recording below. Would you buy US tech stocks, China stocks, or Singapore banks at these levels or wait for a better entry?