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

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

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Market Watch

AI Rally Broadens Beyond Mega-Cap Tech

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? We discuss with Geoff Howie, Market Strategist, Singapore Exchange.



Image Credit: Shutterstock

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? We discuss with Geoff Howie, Market Strategist, Singapore Exchange.Image Credit: Shutterstock

Singapore Banks Show Resilience in Uncertain Environment

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 rally?


Image Credit: Shutterstock

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 rally? Image Credit: Shutterstock

Markets Ride the AI Wave Amid Rising Global 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 investors and policymakers positioning for the rest of 2026?


Image Credit: Shutterstock

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 investors and policymakers positioning for the rest of 2026? Image Credit: Shutterstock

AI Rally Broadens Beyond Mega-Cap Tech

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