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.

Avsnitt(3745)

Money and Me: Budget 2026, CPF 864% Growth & The AI Property Play

Money and Me: Budget 2026, CPF 864% Growth & The AI Property Play

Can your child’s $10,000 today really turn into $86,000 - and what does Budget 2026 have to do with it?Michelle Martin unpacks the latest Budget goodies - from CDC vouchers and CPF top-ups to corporat...

13 Feb 27min

Influence: Ashish Chordia on the AI-Powered Longevity Revolution  

Influence: Ashish Chordia on the AI-Powered Longevity Revolution  

Tucked away at Raffles Hotel is a new start-up with a hefty six figure annual fee for members. It aims to help its members live longer, healthier lives with preventive health checks and premium thera...

13 Feb 18min

Market View: AI Scare Trade, STI at 5,000 & When Pop Turns Portfolio  

Market View: AI Scare Trade, STI at 5,000 & When Pop Turns Portfolio  

Is artificial intelligence about to upend trucking, property, and even your portfolio playbook? A former karaoke firm, Algorhythm Holdings, sparks an “AI Scare Trade” after unveiling its SemiCab logis...

13 Feb 24min

Money and Me: ASK CPF! Navigating the 3 CPF LIFE Plans

Money and Me: ASK CPF! Navigating the 3 CPF LIFE Plans

You asked for it! Michelle Martin sits down with Dion Thong, Senior Manager, Retirement Withdrawals Department, CPF Board, to demystify CPF LIFE with questions listeners sent in. They tackle common fe...

12 Feb 18min

Market View: Grab’s Profit Pivot, Budget 2026 Bets & The AI Crosscurrents

Market View: Grab’s Profit Pivot, Budget 2026 Bets & The AI Crosscurrents

From red ink to record profits - but how are Grab investors reacting? Grab posts its first full-year profit of US$268 million - and launches a US$500 million buyback - even as shares slide on concerns...

12 Feb 21min

Money and Me: What Budget 2026 could help Singaporeans with.

Money and Me: What Budget 2026 could help Singaporeans with.

What if Budget 2026 could change the way you use your SRS , own your first home and teach your children about money? Ahead of Prime Minister Lawrence Wong’s statement, we unpack ideas that could meani...

11 Feb 22min

Market View : Toy Titans, Earnings Whiplash & the Price of Reinvention

Market View : Toy Titans, Earnings Whiplash & the Price of Reinvention

Hasbro soars, Mattel stumbles - and the gap between winners and losers has never looked wider. From a tale of two toymakers to sharp earnings surprises across global giants, today’s Market View unpack...

11 Feb 23min

Money and Me : When Gold is So High, Should you Buy?

Money and Me : When Gold is So High, Should you Buy?

Hosted by Michelle Martin, this is the show that keeps your peace of mind at the heart of the wealth chase. When everything feels chaotic - wars, inflation, de-dollarisation fears and gold is rising -...

10 Feb 19min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
uppgang-och-fall
rss-svart-marknad
avanzapodden
fill-or-kill
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
bathina-en-podcast
dynastin
lastbilspodden
rss-kort-lang-analyspodden-fran-di
borsmorgon
rss-dagen-med-di
24fragor
kapitalet-en-podd-om-ekonomi
tabberaset