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)

Read: Ismail Gafoor on self-worth, money and success

Read: Ismail Gafoor on self-worth, money and success

He looks at numbers differently. They tell him stories. How did this self-made CEO build his billion-dollar property empire? Ismail Gafoor, Co-founder and Executive Chair of PropNex, shares his journ...

29 Aug 202525min

Market View: Buffett, BYD, and the Bulls

Market View: Buffett, BYD, and the Bulls

Warren Buffett’s Berkshire Hathaway is doubling down on Japan’s trading houses — but what does the Oracle of Omaha see that others might miss? Tech stocks continue to power Wall Street, lifting indice...

29 Aug 202517min

Money and Me: What investors need to know about the chip wars and the blind box frenzy

Money and Me: What investors need to know about the chip wars and the blind box frenzy

Nvidia smashes earnings with US$26 billion in revenue, but markets still sell the stock — what does that tell us about investor nerves around AI? Hosted by Michelle Martin, this episode dives into Was...

28 Aug 202515min

Market View: A Billion-Dollar Listing

Market View: A Billion-Dollar Listing

A billion-dollar REIT and Nvidia’s market riddle, — markets are firing on all cylinders. Hosted by Michelle Martin with Ryan Huang, this episode unpacks JD.com’s consortium-led listing in Singapore, N...

28 Aug 202521min

Money and Me: How are budget friendly consumers using food delivery platforms differently?

Money and Me: How are budget friendly consumers using food delivery platforms differently?

Are you saving as much as 40 % with your food delivery platform? Michelle Martin speaks with Raphael Zennou, VP Quick Commerce, foodpanda to find out how food delivery platforms are evolving with chan...

27 Aug 202519min

Read: Man Up! 

Read: Man Up! 

A hopeful new book filled with stories about men bravely surviving serious medical battles will soon hit bookshelves in Singapore. Men are more likely to service their cars than schedule a health chec...

27 Aug 202516min

Market View: SEA vs DBS – A Changing of the Guard

Market View: SEA vs DBS – A Changing of the Guard

Who holds the crown as Singapore’s most valuable company — DBS or Sea Limited? Hosted by Michelle Martin with Ryan Huang, we dive into the rivalry between banking and e-commerce giants. We unpack the ...

27 Aug 202522min

Money and Me: Private Equity Outlook for Singapore and South-East Asia

Money and Me: Private Equity Outlook for Singapore and South-East Asia

Private equity is at a turning point in 2025, and investors are watching closely. Globally, deal value has jumped 19% in the first half, signaling renewed momentum. Here in Southeast Asia, while fundr...

26 Aug 202524min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
utbytte
pengepodden-2
pengesnakk
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
finansredaksjonen
lederpodden
liberal-halvtime
rss-markedspuls-2
rss-impressions-2
rss-andelige-tanker-med-camillo