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(3754)

Read with Michelle: Grooving Through the Generations with Josephine Chia

Read with Michelle: Grooving Through the Generations with Josephine Chia

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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

Market View: Ong Beng Seng’s Guilty Plea, Palantir’s Profits, and the REITs to Watch

Market View: Ong Beng Seng’s Guilty Plea, Palantir’s Profits, and the REITs to Watch

A Singapore billionaire pleads guilty, but his company’s shares are soaring—what gives? In today’s Market View, Michelle Martin and Ryan Huang unpack the latest market-moving headlines. From Ong Beng ...

5 Aug 202520min

Influence: Building Singapore’s Wellness Empire — The Kinohimitsu Story

Influence: Building Singapore’s Wellness Empire — The Kinohimitsu Story

What does it take to lead a wellness empire with both structure and soul? Hosted by Michelle Martin, this episode of Influence features Chong Kawee, CEO and Co-Founder of Kinohimitsu. From pioneering ...

4 Aug 202520min

Money and Me: Running Hot — Trump, Trade Wars & Tactical Trades with Simon Ree

Money and Me: Running Hot — Trump, Trade Wars & Tactical Trades with Simon Ree

Is Trump stoking the economic furnace ahead of the midterms—and what does that mean for your portfolio? Hosted by Michelle Martin, this episode of Money and Me features veteran trader Simon Ree, found...

4 Aug 202513min

Market View: Buffett, Apple, and AI TV — Big Bets, Big Questions

Market View: Buffett, Apple, and AI TV — Big Bets, Big Questions

What’s going on with Warren Buffett’s Berkshire Hathaway — and is its golden era fading? Hosted by Michelle Martin with Ryan Huang, this episode of Market View dives into underwhelming earnings, Kraft...

4 Aug 202524min

Money and Me: Relooking China - why it matters now

Money and Me: Relooking China - why it matters now

Is China uninvestible—or a misunderstood giant in your portfolio strategy? Michelle Martin dives deep with Seow Kek Wee, CIO of Unicorn, to uncover the real story behind China’s markets. Despite headl...

1 Aug 202524min

Market View: Apple vs Amazon, Local Blue Chips, and Tariff Tremors

Market View: Apple vs Amazon, Local Blue Chips, and Tariff Tremors

Apple surprises Wall Street, but Amazon stumbles—what’s behind the market mood swing? Michelle Martin and Ryan Huang dive into Apple’s $24B quarter, Amazon’s cloudy outlook, and Singapore earnings fro...

1 Aug 202526min

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