Live Well with Michelle

Why Is Singapore's STI Outperforming Wall Street?

4 min · 22. heinä 2026
jakson Why Is Singapore's STI Outperforming Wall Street? kansikuva

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The Straits Times Index has quietly outperformed many major global markets this year, even as Wall Street continues to dominate headlines with artificial intelligence, Big Tech and record valuations. So what's driving the STI's resilience? Is this simply a rotation into value stocks and banks, or does it reflect stronger fundamentals in Singapore's market?  Michelle Martin speaks with Nirgunan Tiruchelvam, Head of Consumer and Internet Research at Aletheia Capital, to unpack what's behind the divergence between Singapore and US equities.  See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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jakson Money and Me:  Which of Singapore's blue chip champ stocks Still Deserve a Place in Your Portfolio? kansikuva

Money and Me:  Which of Singapore's blue chip champ stocks Still Deserve a Place in Your Portfolio?

Singapore is home to some of the market's most recognisable names, from SGX, Singtel and Singapore Airlines to Keppel, CapitaLand Investment and SATS. But while these companies are often seen as national champions, does that automatically make them great investments? Michelle Martin speaks with Alvin Chow, Co-founder of Dr Wealth, about how investors should distinguish between a great business and a great stock. They discuss whether strong companies can still disappoint if expectations are already priced in, and where overlooked opportunities may lie instead. The conversation examines the latest developments across Singapore's blue-chip names - from SGX's surge in trading activity and Singtel's capital recycling strategy, to CapitaLand Investment's asset-light transformation, SIA's record revenue but lower profits, SATS' global expansion, and Keppel's ongoing business reshaping. Alvin also shares which company offers the strongest long-term investment case today and the biggest mistake retail investors make when assuming a great company will automatically deliver great returns. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

22. heinä 202624 min
jakson Market View: Why Are Investors Looking Beyond Big Tech kansikuva

Market View: Why Are Investors Looking Beyond Big Tech

Markets are entering a new phase of the AI investment story. While demand for artificial intelligence remains exceptionally strong, investors are becoming more discerning about which companies will ultimately translate that demand into sustainable profits. Michelle Martin explores why TSMC's strong earnings still triggered a semiconductor sell-off, what Deutsche Bank says is the next big question for AI investing, and why money is rotating into healthcare and financials. Plus, Abbott Laboratories surges on strong earnings, Alphabet stumbles after another Gemini delay, and why oil fell despite escalating tensions in the Middle East. Three key investor takeaways round out today's Market View. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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