With the rate cycle on its dow

With the rate cycle on its downward trend until 2027, couple with global trades and supply chains uncertainties, 2026 will mark the end of bull cycle for banks with progressive revaluations and/or corrections towards realistic fundamentals. $OCBC Bank(O39.SI)$ may have additional uncertainty given its insurance income component which has been evident in its Y25Q4 result. As an investor, it is time to assess trims and capital recycling if not already embarked on this journey. 😁

DBS Up 2%! Are Sellers Done, or Will the Downtrend Resume?

DBS has been sliding after its earnings report and recently fell below SGD 55 amid geopolitical pressures. However, the fundamentals remain solid. DBS has emerged as the laggard year-to-date, with its share price down 2.4%, contrasting with OCBC’s 5.8% gain. This pullback has pushed DBS’s dividend yield to an attractive 5.9%. Do you think DBS is now more appealing than the other two banks? Has this downward trend ended, or is further weakness still ahead?

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