The MAS decision to maintain p

The MAS decision to maintain prevailing rate suggests SG is prioritising currency stability and inflation control. The Singapore market will become increasingly selective, opportunities concentrated in companies benefiting from structural earnings growth, strong cash flows and sustainable
returns.
5 key areas:
1. Banks and SGX — financial franchises with strong capital generation, valuations matter.
2.AI infrastructure and electrification — businesses with actual contracts supporting growth.
3.Selective REITs — those with improving gearing and sustainable distributions.
4.Defence, industrial and infrastructure companies — supported by longer-term spending.
5.Dividend-paying small and mid-caps - companies with conservative payout rations
Growth is still strong. MAS reported technology-related sectors led economic expansion, supported by global AI investment. Construction, financial services and real estate also remained firm. Inflation should eventually moderate from mid-2027.

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The Singapore market will become increasingly selective, opportunities concentrated in companies benefiting from structural earnings growth, strong cash flows and sustainable \n \n returns. \n \n5 key areas: \n \n1. Banks and SGX — financial franchises with strong capital generation, valuations matter. \n \n2.AI infrastructure and electrification — businesses with actual contracts supporting growth. \n \n3.Selective REITs — those with improving gearing and sustainable distributions. \n \n4.Defence, industrial and infrastructure companies — supported by longer-term spending. \n \n5.Dividend-paying small and mid-caps - companies with conservative payout rations \n \nGrowth is still strong. MAS reported technology-related sectors led economic expansion, supported by global AI investment. Construction, financial services and real estate also remained firm. Inflation should eventually moderate from mid-2027.</body></html>","htmlText":"<html><head></head><body>The MAS decision to maintain prevailing rate suggests SG is prioritising currency stability and inflation control. The Singapore market will become increasingly selective, opportunities concentrated in companies benefiting from structural earnings growth, strong cash flows and sustainable \n \n returns. \n \n5 key areas: \n \n1. Banks and SGX — financial franchises with strong capital generation, valuations matter. \n \n2.AI infrastructure and electrification — businesses with actual contracts supporting growth. \n \n3.Selective REITs — those with improving gearing and sustainable distributions. \n \n4.Defence, industrial and infrastructure companies — supported by longer-term spending. \n \n5.Dividend-paying small and mid-caps - companies with conservative payout rations \n \nGrowth is still strong. MAS reported technology-related sectors led economic expansion, supported by global AI investment. Construction, financial services and real estate also remained firm. Inflation should eventually moderate from mid-2027.</body></html>","text":"The MAS decision to maintain prevailing rate suggests SG is prioritising currency stability and inflation control. The Singapore market will become increasingly selective, opportunities concentrated in companies benefiting from structural earnings growth, strong cash flows and sustainable returns. 5 key areas: 1. 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