The STI has just crossed 5,000 for the first time, and Budget 2026 may be adding fresh fuel to the rally. From a S$1.5 billion boost to deepen equity participation, to a new National AI Council and fresh consumer support, the policy signals are clear.

Dan Koh speaks with Sarah Jane Mahmud, Senior Industry Analyst at Bloomberg Intelligence to break down the real winners, the overlooked sectors, and whether Singapore stocks can sustain their record run.