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(3752)

Money and Me: Are Some Older Properties Golden Opportunities?

Money and Me: Are Some Older Properties Golden Opportunities?

Are selected older properties hidden gems in today’s market? Hosted by Michelle Martin with Daniel from Golden Goose, this episode dives into the dynamics of investing in aging real estate. Learn how ...

10 Sep 202523min

Market View: Alibaba Cuts SingPost Stake, Oracle’s Cloud Pop, Apple’s Big Reveal

Market View: Alibaba Cuts SingPost Stake, Oracle’s Cloud Pop, Apple’s Big Reveal

Wall Street climbs to fresh record highs as investors cheer tech and retail momentum. Alibaba slashes its stake in SingPost by more than half, losing its status as a substantial shareholder -what does...

10 Sep 20253min

Read: Swimming Downstream – How to Stop Wasting Money on Broken Marketing

Read: Swimming Downstream – How to Stop Wasting Money on Broken Marketing

Is traditional marketing facing an uphill swim? How much money have you lost in marketing that doesn’t work? Join Michelle Martin as she dives into Swimming Downstream by Judd Labarthe, a strategist w...

9 Sep 202523min

Money and Me:  Investing in Singapore's IPO Resurgence and you the investor

Money and Me:  Investing in Singapore's IPO Resurgence and you the investor

Singapore’s small- and mid-cap IPO market is roaring back, powered by MAS liquidity measures and a wave of fresh listings. Join us as Vincent Toe, Co-founder and MD of ICH Group, shares how anchor inv...

9 Sep 202515min

Market View: Murdoch Succession, Cloud Winners & Asia’s Political Shakeups

Market View: Murdoch Succession, Cloud Winners & Asia’s Political Shakeups

Power struggles, cloud disruptors, and political shocks are moving markets. Hosted by Michelle Martin in this solo edition of Market View, dive into Lachlan Murdoch’s takeover of the Fox and News Corp...

9 Sep 202512min

Money and Me : Where is Crypto adoption accelerating?

Money and Me : Where is Crypto adoption accelerating?

The 2025 Chainalysis Global Crypto Adoption Index shows APAC grew 69% year-over-year, adding nearly US$1 trillion in transaction volume. India, Vietnam, and Pakistan are driving grassroots adoption, w...

8 Sep 202520min

Market View: Invest Like Goldman Sachs – Stocks With Staying Power

Market View: Invest Like Goldman Sachs – Stocks With Staying Power

Want to know which companies Goldman Sachs says have real staying power? Hosted by Michelle Martin we break down Goldman’s picks: Walmart, Ollie’s Bargain Outlet, T-Mobile, Charles Schwab, and Porch ...

8 Sep 202517min

Influence:  Lucas Lu, Head of Asia, Zoom on future proofing with AI in the region

Influence:  Lucas Lu, Head of Asia, Zoom on future proofing with AI in the region

A new Zoom study shows that while Singapore’s 18–24-year-olds value AI speed and efficiency, 92% still want the option of escalating to a human agent. What does this paradox reveal about the limits of...

4 Sep 202525min

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