Market Watch: 4Q25 Singapore Equity Strategy - Follow the Money скачать в хорошем качестве

Market Watch: 4Q25 Singapore Equity Strategy - Follow the Money

In this episode of PhillipCapital’s Market Watch, Paul Chew, Head of Research at Phillip Securities Research, shares our Singapore Equity Strategy for 4Q25 — and why the theme “Follow the Money” may define the next market cycle. Discover how falling inflation, a productivity boom driven by AI, and record inflows of liquidity are reshaping Singapore’s investment landscape. With interest rates down by almost 200 basis points and central bank initiatives channelling billions into local equities, the stage may be set for renewed upside. 00:00 – Introduction 00:25 – The End of Stagflation: Why tariffs won’t derail disinflation 01:08 – Productivity Boom: How AI is driving growth, not headcount 01:49 – Liquidity Surge: Singapore’s reserves and safe-haven appeal 02:18 – Rates Collapse: Why falling SORA boosts equity valuations 03:20 – Conclusion: Key catalysts and sectors to watch in 4Q25 -------------------------------- New to the markets or just looking to brush up on your skills? We offer a range of resources to help you find opportunities to take your trading to the next level: Read our Market Journals: http://bit.ly/mktjournal Join our Free webinar / seminar for the latest tips, strategies and insights: http://bit.ly/phillipcapitalevents Don't miss out! Follow us on: Facebook:   / phillipcapital   Instagram:   / phillipcapital   Linkedin:   / phillip-securities-pte-ltd   Podcast: https://www.poems.com.sg/podcast/ ------------------ This programme is brought to you by PYTCH — Reimagining finance Discover financial literacy through insightful content and engaging interviews, mastering the art of understanding money. Connect with PYTCH: Youtube: https://tinyurl.com/PMediaYT LinkedIn: https://tinyurl.com/PMediaLI Facebook: https://tinyurl.com/PMediaFB Instagram: https://tinyurl.com/PMediaIG