Josephine Teo: GIC, Temasek won't take more risks

[Blueray]

Temasek seeks partnerships to deploy up to $6.6b a year in India

https://www.straitstimes.com/business/temasek-seeks-partnerships-to-deploy-up-to-66b-a-year-in-india

[Volvobrick]

https://www.channelnewsasia.com/singapore/temasek-review-portfolio-value-us-india-china-investment-4465621

Total shareholder returns of....... 

 

 

 

1.6%.

 

Anyone here in MCF beat this number last 1 year? Can move and work there to help the gahmen budget!

Edited July 10, 2024 by Volvobrick

[Kona_rider]

On 7/10/2024 at 9:19 AM, Volvobrick said:

https://www.channelnewsasia.com/singapore/temasek-review-portfolio-value-us-india-china-investment-4465621

Total shareholder returns of....... 

 

 

 

1.6%.

 

Anyone here in MCF beat this number last 1 year? Can move and work there to help the gahmen budget!

MCFers are all big huat kuey so they prolly won't work there lah...

1.6% very big lei...any how put FD also can beat the number...

[Didu]

From the long term perspective(look at the orange line above), the returns are declining. Takes a lot of guts for economic commentator to say Temasek not doing its job.  😁 (See below from 00:40 to 1:02)

 

[Volvobrick]

On 7/10/2024 at 12:00 PM, Didu said:

From the long term perspective(look at the orange line above), the returns are declining. Takes a lot of guts for economic commentator to say Temasek not doing its job.  😁 (See below from 00:40 to 1:02)

 

Last year negative. This year 1.6%.

They say rising tide lifts all boats. Obviously not true. Tamasick boat must be made of lead, can't be lifted! 

[inlinesix]

Be prepared for GST increase lo

🤭

[Stary]

del

 

 

Edited July 10, 2024 by Stary

[Throttle2]

On 7/10/2024 at 9:19 AM, Volvobrick said:

https://www.channelnewsasia.com/singapore/temasek-review-portfolio-value-us-india-china-investment-4465621

Total shareholder returns of....... 

 

 

 

1.6%.

 

Anyone here in MCF beat this number last 1 year? Can move and work there to help the gahmen budget!

Temasek is well known in the industry to be made up of scholars. 
on paper talk soldier very good but real investment returns are mediocre at best. I think they should fire 50% of all portfolio managers in Temasek GIC,  maciam jiak liao bee on our money.

KNN.  Stupid. 

[Throttle2]

On 7/10/2024 at 12:31 PM, Volvobrick said:

Last year negative. This year 1.6%.

They say rising tide lifts all boats. Obviously not true. Tamasick boat must be made of lead, can't be lifted! 

That boat got holes. 
too many jiak liao bee

pwui

[mersaylee]

Upping their exposure in jippun...yen weak wanto anyhow chiong jippun...kena naked sexposure then they know 😂

[Arogab]

大事化小，小事化无。。。大事当小事，小事当无事 🤣🤣🤣

[Volvobrick]

On 7/10/2024 at 2:23 PM, mersaylee said:

Upping their exposure in jippun...yen weak wanto anyhow chiong jippun...kena naked sexposure then they know 😂

It can predict very well. It can only mean one thing - Jipun has peaked!