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Market View: Analysts turn bullish on consumer stocks - How strong will this trend play out in 2026?

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Singapore stocks are quietly making history, but are we about to test how solid that rally really is? The Straits Times Index has just pushed past the 4,700 mark, hitting a fresh all-time high even as geopolitical risks refuse to go away. At the same time, consumer stocks here are getting a second wind as costs cool, while halfway across the world, a brewing AI showdown, sparked by China’s Zhipu AI heading for an IPO, could ignite a global price war that shakes tech markets everywhere. So is this the calm confidence of a mature market… or the last leg before volatility kicks back in?

On Market View, Willie Keng speaks to Terence Wong, CEO, Azure Capital, for more details.

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