I have always believed in Chinese tech and have kept my position in Tencent though I have also traded to lock in profits or to average down on my position cost. It was tough keeping to it when the US stocks were soaring for the past few years post covid and especially when rate cuts took place. Moving into 2026, I remain convicted that Chinese tech stocks will continue to shine as the Chinese compete with the US not just to play catch up but to be the next world leader and the Chinese do have it going for them with their hunger to lead and the expertise that they have. With geopolitical tensions, I don’t think the Chinese government will impose restrictions on them as they too need the Chinese tech to shine. Maybe I do regret missing out on the gold rally but this is an asset class I do
It’s hard to tell if gold will really hit $5000 in 2026. It will require all the stars to align where geopolitical risks remain high, US debts continue to deepen, consistent buying by both retail investors and the central banks, high risk of economic recession and Japan raise rates. Rate cuts might help with the US debt. If these fade off then gold prices should start to fall. Personally, my preference has always been to trade ETFs as it carries the least risk compared to futures and leveraged ETFs. I also do not have to try to predict future events and gives me the flexibility of trading when the prices are right with less fear even in situations where I unfortunately become a bag holder. @SPOT_ON
I think trump’s liberation day and the related taco trades really defined 2025. The stock market responded in fear and dropped rapidly, bringing back to memories of Covid and the market crash that was still fresh in many minds. Of course, his taco also brought the stock market to the later upswings and dips again when the so-called trade talks failed and tariffs were introduced or heightened. I think the taco trades really taught me the most this year. It taught me to really depend on fundamentals yet also allowed me to capitalise on the market volatility to trade on top of just investing. It taught me to be really convicted about fundamentals and to block out all noise and fear to continue to add to my positions. Of course, when the fear subsided and the stock prices rebounded, I took pro