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(3759)

Little Luxuries: Lady Gaga will be in Singapore from May 18th for 4 nights only

Little Luxuries: Lady Gaga will be in Singapore from May 18th for 4 nights only

MIchelle Martin breaks down Gaga-nomics. Will Lady Gaga's visit to Singapore in 13 years come May 18th give Singapore's economy another boost?See omnystudio.com/listener for privacy information.

10 Mar 20253min

Money and Me: Market Tops, Volatility, and the U.S. Sovereign Wealth Fund

Money and Me: Market Tops, Volatility, and the U.S. Sovereign Wealth Fund

Hosted by Michelle Martin, this episode dives into the biggest market-moving forces shaping investor sentiment. With geopolitical tensions rising, a fresh wave of U.S. tariffs hitting global trade, an...

10 Mar 202521min

Market View: Nvidia, Hewlett Packard, McDonald’s, Yum! Brands, Domino’s, Starbucks, Centurion, Olam, UOB, Tesla, Alibaba, Meta, Intuitive Machines, Hongkong Land, ST Engineering, UOL Group

Market View: Nvidia, Hewlett Packard, McDonald’s, Yum! Brands, Domino’s, Starbucks, Centurion, Olam, UOB, Tesla, Alibaba, Meta, Intuitive Machines, Hongkong Land, ST Engineering, UOL Group

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode unpacks the latest market swings, from Nvidia and Hewlett Packard’s struggles to the record-breakin...

10 Mar 202525min

Influence: Are million dollar flats the new norm?  Key insights for buying Singapore property in 2025

Influence: Are million dollar flats the new norm? Key insights for buying Singapore property in 2025

Masterplan 2025 will soon be unveiled and Budget 2025 is behind us; Michelle Martin features voice of influence Eugene Lim, Key Executive Officer at ERA to help us understand the key forces shaping th...

7 Mar 202518min

Market View: JD.com, Alibaba, Marvell Technology, Broadcom, Amazon, Nvidia, CrowdStrike, SiTime, Logitech, Seven & I, WalgreensBootsAlliance, NetLink NBN Trust, ComfortDelGro, SATS, ST Engineering, Wilmar International, Seatrium, City Developments

Market View: JD.com, Alibaba, Marvell Technology, Broadcom, Amazon, Nvidia, CrowdStrike, SiTime, Logitech, Seven & I, WalgreensBootsAlliance, NetLink NBN Trust, ComfortDelGro, SATS, ST Engineering, Wilmar International, Seatrium, City Developments

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading lower following Wall Street’s decline, with Tokyo leading losses. Hosted by Michelle Martin with Ryan Huang, the discussio...

7 Mar 202525min

Money and Me: Ladies, It’s Time to Invest!

Money and Me: Ladies, It’s Time to Invest!

Hosted by Michelle Martin, this International Women’s Day special is all about getting more women to invest with confidence! Daphne Tan, Director of Business Development at CMC Markets Singapore, shar...

7 Mar 202519min

Money and Me: What’s Next for CDL’s Minority Shareholders, what could US isolationalism augur for the financial world, could the US crypto reserve actually be bullish

Money and Me: What’s Next for CDL’s Minority Shareholders, what could US isolationalism augur for the financial world, could the US crypto reserve actually be bullish

As CDL’s leadership battle and stock plunge unsettle investors, we explore potential merger outcomes and what they could mean for minority shareholders. Meanwhile, global markets react to Trump’s esca...

6 Mar 202522min

Market View: Foot Locker, Nike, Mandarin Oriental, Marvell Technology, Disney, Seven & i, Apple, City Developments, Jardine Cycle & Carriage, DFI Retail

Market View: Foot Locker, Nike, Mandarin Oriental, Marvell Technology, Disney, Seven & i, Apple, City Developments, Jardine Cycle & Carriage, DFI Retail

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode covers Foot Locker’s earnings and its implications for Nike, the latest U.S. job market data, and t...

6 Mar 202522min

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