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: The Tariff effect spreads to services

Market View: The Tariff effect spreads to services

Big moves, bold bets, and market mayhem - what’s driving investor sentiment today? We break down the market’s biggest stories - and what they mean for your portfolio. Tariffs or not, some bold compani...

11 Huhti 202523min

Money and Me: How are S-REIT's doing amidst the Tariffs Turnaround?

Money and Me: How are S-REIT's doing amidst the Tariffs Turnaround?

How have S-Reit's fared amist the global market turmoil? We saw this during COVID — a sharp drop followed by a V-shaped recovery in S-REITs,” says REIT specialist Kenny Loh. What are investors on the ...

10 Huhti 202520min

Market View: Trump Blinks, Markets Soar – Is It a Dead Cat Bounce?

Market View: Trump Blinks, Markets Soar – Is It a Dead Cat Bounce?

Asia-Pacific markets are roaring back, with Tokyo up 8% and Wall Street logging one of its best days in history. Host Michelle Martin and Ryan Huang, break down Trump’s abrupt tariff pause and what i...

10 Huhti 202526min

Money and Me: Are Your Savings Accounts Still Worth It? Plus, Ray Dalio’s All-Weather ETF Decoded

Money and Me: Are Your Savings Accounts Still Worth It? Plus, Ray Dalio’s All-Weather ETF Decoded

Singapore banks are slashing rates on their flagship savings accounts — should you stick, switch, or invest? The VIX fear gauge is spiking, but fear isn't a strategy. Michelle Martin dives into what r...

8 Huhti 202522min

Market View: STI’s 7.5% Dive – Is It Panic or Opportunity? Which industrial metal is gaining attention?

Market View: STI’s 7.5% Dive – Is It Panic or Opportunity? Which industrial metal is gaining attention?

Asia-Pacific markets are rallying this morning - but Singapore just saw its biggest one-day drop since 2008. The Straits Times Index plunged 7.5%, with marine and property stocks leading the fall. Is ...

8 Huhti 202525min

Money and Me: What do Tariffs mean for the Property Investor? ( A Singaporean Perspective)

Money and Me: What do Tariffs mean for the Property Investor? ( A Singaporean Perspective)

What kind of homes remain resilient in unprecedented challenging times? How could unemployment impact rental yields in the UK, Singapore, and beyond? Where is there demand for smaller homes and social...

7 Huhti 202529min

Market View: Markets are down, where are the opportunities?

Market View: Markets are down, where are the opportunities?

What a sea of red! There is a duality in in crisis - a time of danger is when opportunity arises. Asia-Pacific markets are trading sharply lower following one of the worst two-day routs in S&P 500 hi...

7 Huhti 202516min

Read: The Lee Ek Tieng Story – A Quiet Force in Contrast to Strongman Leadership

Read: The Lee Ek Tieng Story – A Quiet Force in Contrast to Strongman Leadership

His is a story of quiet power in the strongman era. Who was the Singapore civil servant with a human touch who led Singapore's GIC for 18 years? Michelle Martin reads Lee Ek Tieng: The Green General o...

4 Huhti 202525min

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