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: : From 99-1 Crackdowns to Prime & Plus Restrictions – Time to relook your property playbook?

Money and Me: : From 99-1 Crackdowns to Prime & Plus Restrictions – Time to relook your property playbook?

Tighter rules are reshaping the property game in Singapore. From the High Court ruling that 99-1 ownership splits can be deemed tax evasion, to the Housing Development Board’s new Prime and Plus flat ...

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Market View: Trump Targets Intel CEO, Genting’s Profit Slide, and a Lunar Power Play

Market View: Trump Targets Intel CEO, Genting’s Profit Slide, and a Lunar Power Play

A geopolitical jolt, corporate earnings swings, and a moonshot in energy — this Market View has it all. US President Donald Trump is calling for Intel CEO Lip-Bu Tan’s resignation, stoking US-China te...

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Money and Me: Pharma Tariffs, AI Divergence & Palantir’s Billion-Dollar Momentum

Money and Me: Pharma Tariffs, AI Divergence & Palantir’s Billion-Dollar Momentum

Will your favourite pharma players suffer greatly because of Trumps' proposed massive pharma tariffs? Will embodied AI bring China ahead in the AI race vs the West? Can Palantir's monster results cont...

7 Aug 202524min

Market View: DBS Beats, UOB Slips, Disney Delivers, and Tariff Tensions Rise

Market View: DBS Beats, UOB Slips, Disney Delivers, and Tariff Tensions Rise

DBS hits above expectations while UOB disappoints - Michelle Martin and Ryan Huang unpack what’s driving profits at Southeast Asia’s top banks. Over in the U.S., Disney doubles its earnings as theme p...

7 Aug 202527min

Money and Me: From Pharmacist to Property Investor Earning USD$17K/Month in Student Rentals

Money and Me: From Pharmacist to Property Investor Earning USD$17K/Month in Student Rentals

Ryan Chaw ate many Subway 5-foot long sandwiches and worked two jobs as he built his property empire. Now retired at age 31, he went from working as a pharmacist to real estate millionaire through stu...

6 Aug 202524min

Market View: Trump Tariffs, Pfizer Profits & Fast Food Signals — A Mixed Bag for Markets

Market View: Trump Tariffs, Pfizer Profits & Fast Food Signals — A Mixed Bag for Markets

Pfizer smashes expectations — but can it keep going as Trump eyes 250% tariffs on drugs and semiconductors? Hosted by Michelle Martin with Ryan Huang, this Market View dives into what’s powering Pfize...

6 Aug 202527min

Read with Michelle: Grooving Through the Generations with Josephine Chia

Read with Michelle: Grooving Through the Generations with Josephine Chia

What do pop lyrics, kaya toast, and kampung kitchens have in common? They’re all portals into the Merdeka Generation.In this episode of Read with Michelle, host Michelle Martin sits down with award-wi...

5 Aug 202522min

Money and Me: Sinkholes, Acts of God, and Climate-Proofing Singapore

Money and Me: Sinkholes, Acts of God, and Climate-Proofing Singapore

What if the ground beneath your feet gave way—are you covered? A sinkhole along Tanjong Katong South Road jolted Singaporeans into asking tough questions: if you fall victim to such an event, will ins...

5 Aug 202523min

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