Small/ Mid-Cap Trends – SG & HK Market

Our top picks in the previous webinar have all shown positive return due to improving market sentiment from the start of the year Capricorn effect. CSE (+5%) was the top performer, while SingPost, China Sunsine and Marco Polo Marine delivered around 2% return.

The ongoing geopolitical uncertainties, including those arising from the new US president and interest rate direction, continue to weigh on the market. Although we are seeing some green shoots as Trump’s policies appear to be more pro-market, volatility is likely to persist due to multiple geopolitical factors. Therefore, it is crucial to stay selective and focus on stocks on high-quality stocks with strong fundamentals and attractive valuations.

We will be revealing a property-related stock that will benefit from the rising price and transaction volume of the Singapore property market.

This month, we have invited our Hong Kong analyst to share an idea in the consumer sector. With the threat of a trade war, we would prefer to keep a domestic orientation in our stock selection. This naturally drives us towards stocks and sectors that are beneficiaries of policy. So far, the government’s efforts from 2H24 have focused on promoting the consumption of key durables.

Come join us as we reveal more small/mid cap gems that could potentially outperform the STI Index.