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.

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Read: Book your flight for the George Town Literary Festival (GTLF)!

Read: Book your flight for the George Town Literary Festival (GTLF)!

What if cities could remember — and literature was the witness? The George Town Literary Festival (GTLF) returns for its 15th edition, exploring “Urban Myths and Memories” in Penang. This bold, intern...

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Money and Me: The 4 trends Shaping China that Investors Are Eyeing

Money and Me: The 4 trends Shaping China that Investors Are Eyeing

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7 Nov 202531min

Market View: Billion-Dollar Banks and Trillion-Dollar Bets

Market View: Billion-Dollar Banks and Trillion-Dollar Bets

From Singapore’s banking results to Elon Musk’s trillion-dollar payday - markets are buzzing with big money moves. Singapore’s three big banks - DBS, OCBC, and UOB - are showing their hand this earnin...

7 Nov 202514min

Money and Me: The Truth About Private Credit - Myths vs Reality

Money and Me: The Truth About Private Credit - Myths vs Reality

The private-credit boom promises high returns and flexibility - but is the shine justified? Private credit is booming - but beneath its reputation for stability and diversification lies a more complic...

6 Nov 202514min

Market View: Banks Under Pressure - Tariffs, Tech & STI Movers

Market View: Banks Under Pressure - Tariffs, Tech & STI Movers

Big earnings shocks and tariff twists keep markets on edge. DBS and UOB headline today as Q3 earnings diverge, with UOB hit by a 72% plunge while DBS holds up better than expected. In the U.S., tariff...

6 Nov 202521min

Money and Me: The Great Wealth Transfer

Money and Me: The Great Wealth Transfer

Singapore’s inheritance expectations are rising - and so are the stakes. Over half of Singaporeans say they expect to receive or have already received an inheritance, with one in five anticipating a ...

5 Nov 202518min

Market View: Movers & Shakers

Market View: Movers & Shakers

Big brands, bold bets, and billion-dollar questions. Michelle Martin and Ryan Huang unpack Yum Brands’ plan to potentially sell Pizza Hut after a strong quarter led by Taco Bell and KFC. Plus, a check...

5 Nov 202518min

Money and Me: Should you refinance now?

Money and Me: Should you refinance now?

As interest rates tumble to three-year lows, Singapore’s homeowners are racing to refinance their HDB loans. Could now be the smartest time to switch from HDB’s 2.6% rate to a bank loan? Or are there ...

4 Nov 202526min

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