I remain bullish on the
$Straits Times Index(STI.SI) despite its strong run. The +24% YTD gain is impressive, but I believe the rally is increasingly backed by fundamentals — strong banks, resilient GDP growth, infrastructure investment and AI-related demand. The rotation from semiconductors into banks, REITs & industrials also shows that capital is still finding opportunities in Singapore.
$YZJ Shipbldg SGD(BS6.SI)$ is a great example of this earnings-driven rally, with record H1 results and a strong order book. Going forward, I think investors will become more selective and focus on companies that can genuinely convert structural tailwinds into earnings growth.
A short-term pullback would not change my bullish view. In fact, I would see any meaningful correction as an opportunity to accumulate quality names rather than a reason to turn bearish. For me, the key is to stay invested but avoid chasing stocks after sharp rallies.
@SGX_Stars @Tiger_comments @TigerStars @TigerClub
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments