Marketwise Asia

Home
Singapore
Singapore
Marketwise Asia

Telegram Channel: https://t.me/marketwiseasia

Marketwise Asia is an event organiser that brings local and overseas speakers across regional markets to share their outlook, and to make informed decisions for your financial future.

09/06/2026

Visa Is NOT a Bank… So How Does It Make Billions?

Most people think Visa is a bank.

It isn’t.

Visa doesn’t lend money.
It doesn’t hold deposits.
And it doesn’t take the credit risk when cardholders don’t pay.

So what does it do?

It owns the network in the middle.

Every time you tap, swipe, or pay online, Visa helps connect the banks, clears the transaction, and takes a tiny fee.

That tiny toll adds up fast.

In FY2025, Visa processed 258 billion transactions, handled US$14 trillion in payments volume, generated US$40 billion in revenue, and earned US$20.1 billion in net income.

That’s the beauty of the business model.

The banks take the lending risk.
Visa keeps the network.

And the bigger the network gets, the stronger it becomes.

More cardholders attract more merchants.
More merchants attract more cardholders.
That’s the moat.

This is why Visa is one of the clearest examples of a powerful network-effect business.

Swipe through the carousel for the full breakdown.

08/06/2026

Most people still think of China as the world’s factory.

But that story is changing.

China is no longer just competing on cheap manufacturing.

It is pushing harder into EVs, batteries, smartphones, and robotics and trying to build the next wave of global brands.

That matters for a few reasons.

It means more competition for Western companies.

It could mean lower prices and faster innovation for consumers.

And it also shows how economic power is gradually shifting.

But here’s the catch.

Not every company will win. Competition will get tougher. And geopolitics still matters a lot.

This is bigger than just one stock or one headline.

It’s a bigger trend the market is starting to watch closely.

07/06/2026

Stop trading obvious chart patterns by themselves.

A double top.

A head and shoulders.

A hammer candle.

A shooting star.

Most retail traders have seen the same videos, the same diagrams, and the same textbook examples.

That is the problem.

When a setup is too obvious, everyone is watching the same level.

Everyone sees the same breakout.

Everyone waits for the same confirmation.

And many times, that is exactly where the trap happens.

The pattern breaks out, retail traders pile in… then price reverses.

Does that mean chart patterns and candlesticks never work?

No.

But the pattern alone is not the edge.

Context matters.

Trend matters.

Market regime matters.

Volume matters.

Risk management matters.

A chart pattern can be a clue.

But it is not a complete trading strategy.

The real takeaway:

Pattern ≠ edge.

Context does.

Swipe through the carousel for the simple breakdown.

06/06/2026

Money does not stay in one place.

In the stock market, leadership keeps changing.

Sometimes tech leads.

Sometimes financials wake up.

Sometimes defensive sectors like healthcare, staples, or utilities start attracting money.

That is sector rotation.

It is not about predicting every move perfectly.

It is about asking:

Where is money flowing now?

Which sectors are gaining strength?

Which industries inside those sectors are leading?

And which stocks are benefiting from that shift?

This is why traders should not get stuck on yesterday’s winners.

The market rotates.

Leaders change.

And if you can follow where strength is moving, you may get a better read on where the next opportunities are forming.

Swipe through the carousel for the simple breakdown.

05/06/2026

SpaceX may be about to rewrite the IPO playbook.

The company reportedly set its IPO price at US$135 per share before the roadshow even started.

That alone is unusual.

But the numbers are even bigger:

SpaceX is aiming to raise US$75 billion, which could make it the largest IPO ever.

The deal could value the company at around US$1.75 trillion, instantly placing it among the biggest publicly listed companies in the US.

But here’s the catch.

SpaceX is growing fast, but it also posted a US$4.94 billion net loss in 2025.

So investors are not just buying today’s business.

They are buying the future of rockets, satellites, Starlink, defence contracts, and Elon Musk’s ability to keep pushing boundaries.

The hype is enormous.

The raise is historic.

But the expectations will be just as massive.

Swipe through the carousel for the full breakdown.

31/05/2026

Taiwan just overtook India to become the world’s 5th largest stock market.

The gap is small... but the message is big.

Taiwan’s market value reached about US$4.95T, while India stood at around US$4.92T.

The main driver?

TSMC + AI chips.

TSMC has been one of the biggest winners of the AI hardware boom, and it now makes up a huge part of Taiwan’s stock market.

Meanwhile, India has slipped out of the top 5 as foreign outflows, higher energy costs, and slower earnings growth weighed on sentiment.

But here’s the interesting part.

India’s economy is still much bigger than Taiwan’s.

This shows that stock market size is not just about GDP.

It is also about where the world’s most important listed companies are concentrated.

Right now, the AI trade is reshuffling global market power.

29/05/2026

What really moves the stock market?

Most people look at tariffs, inflation, interest rates, unemployment, retail sales and headlines.

But those things are not the final driver.

They matter because they affect one thing:

Earnings potential.

A stock is just a small piece of a company.

And every company has a simple equation:

Revenue minus expenses equals net income.

Divide that by shares outstanding, and you get earnings per share.

That’s why the market is always asking:

Can this company earn more in the future?
Are costs going up or down?
Is the consumer still spending?
Are profit margins under pressure?
Has the stock price moved too far ahead of earnings?

This is also why macro data matters.

Tariffs can raise costs.
Higher interest rates can increase debt expenses.
Inflation can hurt consumer spending.
Layoffs can reduce demand.
Lower taxes or lower rates can improve earnings potential.

In the end, the stock market is just a collection of companies.

And prices move when the market changes its view on how much those companies can earn.

27/05/2026

Most people think AI is all about agents, chatbots, code, digital art, and productivity tools.

But the next big AI race may not be happening only on screens.

It may be happening on the factory floor.

This is the idea behind embodied AI... AI that does not just think, write, or generate.

It moves.

It lifts.

It sorts.

It assembles.

It builds.

And that changes the game completely.

Because to train a real robot, you need more than smart software.

You need physical training data.

Gravity. Friction. Balance. Weight. Speed. Mistakes. Messy factory floors. Unexpected obstacles.

These are things that cannot be fully simulated inside a clean software lab.

And this is where China may have a major advantage.

China has one of the densest manufacturing ecosystems in the world.

Factories, warehouses, EV supply chains, drone suppliers, sensors, batteries, motors, actuators... all sitting close to one another.

That means robotics companies can build, test, fail, adjust, and improve much faster.

In the US, the AI “brain” may be stronger.

But in China, the “body” is being built at massive scale.

That’s why embodied AI is such an important story.

The real value of AI may not just come from intelligence behind a screen.

It may come from physical ex*****on in the real world.

And if AI is going to replace or support human labor in factories, warehouses, logistics, and manufacturing…

The country with the best physical testing ground may have a serious edge.

26/05/2026

Most people think a recession simply means 2 negative GDP quarters.

But that’s only a rule of thumb.

A real recession is bigger than that.

It’s about a significant decline in economic activity that is deep enough, widespread enough, and long enough to matter.

And here’s the part many people miss:

Recessions are usually called in hindsight.

The NBER looks at the turning points in the business cycle, which means by the time a recession is officially called, people often have already been feeling it.

Business spending falls.
Consumers spend less.
Layoffs rise.
Unemployment climbs.

Then eventually, lower rates or fiscal stimulus can help kick-start recovery.

So if you want the simple version:

A recession is not just about one headline or one GDP print. You have to look at the total picture

22/05/2026

Microeconomics and macroeconomics sound similar.

But they look at the economy from very different angles.

Micro is the small picture.

It studies how individuals, consumers, and businesses make decisions.

Why does coffee cost more?
Why do rents rise?
Why does a company produce more or less?

Macro is the big picture.

It studies the economy as a whole.

GDP growth.
Inflation.
Unemployment.
Interest rates.

In simple terms:

Micro looks at the parts.

Macro looks at the system.

And if you want to understand business, markets, or policy better, you need both perspectives.

Address

45 Middle Road #06/01
Singapore
188954

Website

https://marketwiseasia.com/

Alerts

Be the first to know and let us send you an email when Marketwise Asia posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Want your business to be the top-listed Finance Company in Singapore?