Singapore Banks Show Resilience in Uncertain Environment

A recent report by the Singapore Exchange noted that combined non-interest income for Singapore’s banking trio hit a record S$5.16 billion in 1Q26, driven by a surge in wealth management and fee income that now accounts for nearly 40% of their total earnings mix - what does this mean for the sector…

Markets Ride the AI Wave Amid Rising Global Risks

Global markets continue to rally on AI optimism, with gains broadening beyond major tech names into smaller-cap stocks and Asian markets. But as oil prices remain elevated, geopolitical tensions persist, and inflation risks re-emerge, what could challenge the momentum behind this powerful market ra…

Markets Navigate Shifting Rates, Oil and Growth Risks

Stronger-than-expected US labour data, a leadership change at the Federal Reserve, resilient Chinese trade figures, and elevated oil prices are all shaping the outlook for global markets. As inflation pressures build across ASEAN and Malaysia prepares to release its latest GDP figures, how are inve…

Bitcoin’s Rally Revives the Crypto Debate

Bitcoin’s surge back above US$80,000 has reignited debate over the next phase of the crypto market, driven by institutional inflows, regulatory developments, and its growing role as a geopolitical hedge. As stablecoin legislation advances and attention turns to broader digital asset adoption, what …

Global Stagflation Risks on the Horizon

Markets seesawed on the back of a possible peace deal between the US and Iran, but the lack of certainty kept crude oil prices elevated. Can major economies escape the risks of stagflation if the crisis is prolonged? We discuss the market outlook with independent analyst Laurent Lequeue. Image C…

More Upside to Semiconductors and AI Infrastructure

Momentum in chip stocks continues to drive the Nasdaq and S&P500 higher - but is the rally sustainable? And are cyclicals like airlines back on the table? We discuss with Tony Nash, CEO, Complete Intelligence. Image Credit: Shutterstock

US Markets Shrug Off Energy Cost Concerns

According to Bloomberg, consensus earnings growth for the S&P 500 this year is 21% despite the economic volatility resulting from the Middle East conflict. Could investor buoyancy take a hit if global energy costs remain elevated? We discuss the outlook for US markets with Joseph Sroka of NovaPoint…

AI Rally Broadens Beyond Mega-Cap Tech

Tech-led earnings remain strong, with AI investment broadening beyond the biggest US names into a wider set of industrial and hardware beneficiaries, suggesting the rally is becoming more diversified rather than concentrated in mega-cap stocks. Image Credit: Shutterstock

Are US Markets Underpricing Inflation?

The S&P 500 saw a dramatic rebound of 10.4% in April and hit record highs last Friday, despite oil prices remaining elevated. Are markets underpricing inflation risks? We discuss the sustainability of the stock rally and central bank policy direction with Kingsley Jones of Jevons Global. Image Cre…

Decoding Powell’s Last Fed Message

The Federal Reserve has held US interest rates steady after Jerome Powell's final meeting as chair of the central bank, and with Kevin Warsh set to take over next. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his takeaways on Powell's speech, along with the impact of Brent cr…