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)

Money and Me: Global Tariffs, Recession Fears, and Where Investors Should Look Next?

Money and Me: Global Tariffs, Recession Fears, and Where Investors Should Look Next?

Are global markets taking an optimistic breather? Hosted by Michelle Martin with guest Cheng Chye Hsern, Head of Investment at Providend, this episode examines the global economic impact of rising tar...

28 Apr 202515min

Market View: Alphabet Soars, Keppel Shines, and are REITs moving up or down?

Market View: Alphabet Soars, Keppel Shines, and are REITs moving up or down?

Big Tech, bold earnings, and billion-dollar resorts – it's a packed morning. Hosted by Michelle Martin with Ryan Huang, this episode dissects Alphabet’s 46% earnings jump and YouTube’s $500B valuation...

25 Apr 202526min

Money and Me: Investor Psychology and Trump Tariffs - The Singaporean perspective

Money and Me: Investor Psychology and Trump Tariffs - The Singaporean perspective

What are tactical wealth moves to make from right here in Singapore amidst all this volatility? Investor hopes were dashed as the U.S. walked back on tariff cuts — sending Asian markets into a slide. ...

25 Apr 202523min

Influence: What to invest in the Middle East and North Africa region?

Influence: What to invest in the Middle East and North Africa region?

What are the opportunities and risks for investors looking to invest in the Middle East and North Africa region? Michelle Martin finds out more from Julien Plouzeau, Senior Partner, Oraseya Capital.Se...

25 Apr 202517min

Money and Me: Wealth Secrets from Singapore’s Millionaires

Money and Me: Wealth Secrets from Singapore’s Millionaires

Want to build wealth like the rich? Start by thinking like them. Hosted by Michelle Martin, this episode dives deep into how Singapore’s millionaires grow, protect, and sustain their fortunes. Michell...

24 Apr 202514min

Market View: REIT Realities, Boardroom Dramas & Meme Coin Madness

Market View: REIT Realities, Boardroom Dramas & Meme Coin Madness

Four REITs, one key takeaway — which sector’s holding up in a jittery market? Hosted by Michelle Martin with Ryan Huang, this episode breaks down fresh data from Digital Core REIT, Mapletree Logistics...

24 Apr 202528min

Money and Me: Can Business and Nature Truly Coexist? A conversation with Roche's Andre Hoffman

Money and Me: Can Business and Nature Truly Coexist? A conversation with Roche's Andre Hoffman

Hosted by Michelle Martin, this episode explores how businesses can redefine prosperity by putting nature on the balance sheet. André Hoffmann, Vice-Chairman of Roche and author of The New Nature of B...

23 Apr 202531min

Money and Me: Big Tech Breakups, Dollar on the Edge, and Bumpy Trades

Money and Me: Big Tech Breakups, Dollar on the Edge, and Bumpy Trades

Start your day understanding a historic courtroom drama that could shake up Big Tech. Join Michelle Martin on Money and Me, where we unpack Google’s antitrust battle and what it means for search, smar...

22 Apr 202524min

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