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.

Episoder(3750)

Market View: Big Tech Pullbacks, Big Media Bidding Wars

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Money and Me: Are you making the most of your cash?

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It's the episode for us all to learn about how to make the most of the first tier of financial security - your stash of cash. Hosted by Michelle Martin, this episode features Walter de Oude, founder o...

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Market View: Who is profiting from the Denim Wars? New lead in the AI IPO  race & a glowing debut on Singapore's IPO scene

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A celebrity-fuelled denim war is reshaping retail - but what does it mean for markets? Hosted by Michelle Martin, this episode dives into how Levi’s, American Eagle, Gap, True Religion and more are ba...

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Money and Me: Singapore’s Mid-Cap Awakening - The SMID Surge Investors Can’t Ignore

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Singapore’s “forgotten” mid-caps may be turning into the market’s next big battleground.Hosted by Michelle Martin. With liquidity returning and MAS’s S$5B EQDP funneling fresh capital, long-ignored SM...

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Market View: Big money hits the Big Apple - and this company is right in the winner’s circle. Casinos, Code & Christmas 

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New York unlocks new casino licenses, AI market leaders shift, and Advent calendars get an unexpected economic twist. Michelle Martin and Ryan Huang look at Genting’s near-miss delisting and its renew...

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READ: Work Like a Monk — Ancient Stillness for a Modern Working Mind

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Can a 2,500-year-old monastic tradition teach us how to work and live better today? In this episode hosted by Michelle Martin, Shoukei Matsumoto - Pure Land Buddhist monk, Harvard-trained thinker, aut...

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Money and Me: Singapore’s Next Growth Hubs - What URA’s Master Plan Really Means for Investors

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Singapore’s urban map is being rewritten — but what does that mean for your money? In this episode hosted by Michelle Martin, we unpack the newly gazetted URA Master Plan 2025 and what decentralisatio...

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Market View: REIT Rebound, Japan’s Jolt & the Rise of the Kidult Economy

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Hosted by Michelle Martin with Ryan Huang, today’s Market View tracks the surge in the iEdge S-REIT Index and analyst calls on Lendlease Global Commercial REIT, Keppel REIT, Keppel DC REIT and Manulif...

2 Des 202521min

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