Singapore's blue-chip stocks have enjoyed a strong run, but where might investors find the next source of market-beating returns?

Michelle Martin speaks with John Cheong, Head of Small & Mid Cap Research at UOB Kay Hian, about four Singapore-listed companies that have made the firm's conviction list.

They discuss what separates a high-quality small-cap from a value trap, whether there's a common investment theme linking the picks, and why Beng Kuang Marine has emerged as one of the team's more compelling ideas.

John also explains the catalysts, execution risks and characteristics he looks for when identifying companies with the potential to deliver outsized long-term growth.

Singapore's blue-chip stocks have enjoyed a strong run, but where might investors find the next source of market-beating returns?
Michelle Martin speaks with John Cheong, Head of Small &amp; Mid Cap Research at UOB Kay Hian, about four Singapore-listed companies that have made the firm's conviction list.
They discuss what separates a high-quality small-cap from a value trap, whether there's a common investment theme linking the picks, and why Beng Kuang Marine has emerged as one of the team's more compelling ideas.
John also explains the catalysts, execution risks and characteristics he looks for when identifying companies with the potential to deliver outsized long-term growth.

Start your day on a positive note with Live Well with Michelle Martin.

Start your day on a positive note with Live Well with Michelle Martin.

The show explores wellbeing in all its dimensions — from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas — from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.

In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint — with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.

Start your day on a positive note with Live Well with Michelle Martin.
The show explores wellbeing in all its dimensions &mdash; from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas &mdash; from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.
In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint &mdash; with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.