06/12/2025 08:56 am MYT
In last week's i Capital, we shared that on Monday, 24 Nov, Tan Teng Boo gave a talk in Hong Kong on the future of China and the outlook for Chinese stocks. This was an update on his talk in Hong Kong in Jan this year. On both occasions, his views can be summed up in this manner. He said he is maximum bullish on China and Chinese stocks (Tan Teng Boo actually gave this bullish outlook for the first time on Saturday, 7 Sep 2024)
Since Jan 2025, there have been many major events. The most significant is Trump's tariff imperialism and the fierce US-China political economic war. Despite such global headwinds, Tan Teng Boo is still maximum bullish on China. Last week's i Capital presented the first part of this small series.
China Has Succeeded
Note from Publisher
Subscribers of i Capital come from all kinds of background. Some are rookies in stock investment, some are seasoned investors, some are from the accounting, finance or economics background and are better equipped technically to comprehend the contents of i Capital, while some are from other professions or not well educated where investment terminologies are foreign to term. Regardless of their background, these subscribers want to invest in the stock markets and are looking for a trusted adviser to guide them.
i Capital recognises the different characteristics of its subscribers and has been trying its best to cater to their various needs. In order to make investment easier for those who are not so technically savvy or do not have the time to read every issue of i Capital carefully, we set up five portfolios for subscribers to follow. These five portfolios have different investment objectives, time horizons, and use different investment approaches.
In light of the current fever over artificial intelligence and the strategic importance of semiconductors, starting with this issue, i Capital will feature a new portfolio, called ICAPSEMI Portfolio.
This new portfolio will invest globally in any listed stock that is part of the entire semiconductor ecosystem, including AI-related stocks. Subscribers may follow the transactions of ICAPSEMI Portfolio and benefit from this unprecedented technology-driven boom. We are aware that many investors and subscribers are excited about semiconductor stocks but do not know which one to choose from.
PORTFOLIOS

CORE VALUES
In The Media
STOCK SELECTIONS
KLSE | 1 day, 3 hours ago
HKEX | 5 days, 16 hours ago
KLSE | 1 week, 1 day ago
HKEX | 1 week, 5 days ago
KLSE | 2 weeks, 1 day ago
Corporate News
Acquisition
Joint venture
Material litigation
3Q Results
3Q results