Money and Me: Singapore’s Market Renaissance - Structural Shift or Late-Cycle Euphoria?

Money and Me: Singapore’s Market Renaissance - Structural Shift or Late-Cycle Euphoria?

Is Singapore witnessing a durable capital markets revival - or the final act of a liquidity-driven surge?

In this episode, hosted by Michelle Martin, we examine whether the STI’s charge past 5,000 marks a structural re-rating of Singapore equities or a cyclical rebound fuelled by policy tailwinds.

With Jason Saw, Group Head of Investment Banking at CGS International, we unpack Budget 2026’s S$1.5 billion EQDP top-up and the new Anchor Fund - and what they mean for price discovery and pre-IPO pipelines.

We explore how improving breadth - with more small- and mid-cap counters trading above S$1 million daily - signals deeper liquidity and broader participation.

The conversation turns to sector leadership: banks, offshore oil & gas, construction, AI-linked plays, and real estate - where fundamentals and sentiment intersect.

We assess whether rising IPO activity and corporate actions point to sustainable issuer confidence across primary and secondary markets.

Finally, we ask how investors can “read” momentum cycles to gauge when expansion gives way to consolidation.

See omnystudio.com/listener for privacy information.

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Market View: AI Winners, Gold Fever & a Streaming Power Play

Market View: AI Winners, Gold Fever & a Streaming Power Play

Tech stocks lift Wall Street, but AI is creating both breakout winners and deep value traps. Investors grapple with whether laggards like Adobe, Salesforce and GoDaddy are bargains or warnings. Gold a...

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Read: The Art of Spending Money by Morgan Housel

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Listen in on a conversation around a practical approach to managing your wealth while finding meaning in life. Michelle Martin speaks with Craig Pearce publisher of "The Art of Spending Money " by Mo...

22 Joulu 202512min

Market View: From Keppel REIT’s Pivot to TikTok, Tesla Pay and Snoopy’s Comeback

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Asia-Pacific markets kick off the week on a strong footing - and beneath the surface, capital is quietly rotating, power is concentrating, and old franchises are finding new life. In today’s Market Vi...

22 Joulu 202522min

READ : Epic Disruptions 

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Great disruptions don’t arrive with a bang - they begin quietly, on the margins. From the iPhone to Pampers, history shows that world-changing innovations rarely look revolutionary at first. In this e...

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Money and Me: Positioning for 2026 - US, EM and the Search for Alpha

Money and Me: Positioning for 2026 - US, EM and the Search for Alpha

Do markets still have room to rally - and where should investors really be positioned for 2026? After a strong run for equities in 2025, global wealth manager Lombard Odier lays out how investors shou...

19 Joulu 202516min

Market View: Is This Micron’s Nvidia Moment?

Market View: Is This Micron’s Nvidia Moment?

Micron just delivered a blowout quarter - and investors are asking whether this is the next Nvidia-style AI trade. Micron Technology posts blockbuster earnings as AI-driven demand for high-bandwidth m...

19 Joulu 202522min

Money and Me: S-REITs at the Turning Point - Income, Opportunity and the New Owners of Property

Money and Me: S-REITs at the Turning Point - Income, Opportunity and the New Owners of Property

S-REITs are on track for their strongest year since 2019, delivering double-digit returns as borrowing costs ease and yields remain compelling, but looking ahead, what do investors need to keep an eye...

17 Joulu 202519min

Market View: From Bubble Tea to Blue Chips - Who’s Thriving as Singapore Hits 4,600?

Market View: From Bubble Tea to Blue Chips - Who’s Thriving as Singapore Hits 4,600?

Singapore’s food scene is shrinking, Wall Street may never sleep, and the STI just brushed a historic high - but not everyone is celebrating. Market View cuts through the noise as Michelle Martin and ...

17 Joulu 202523min

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