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. 😁
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