From Hormuz to the World Cup: Finding Market Winners
About this episode
The episode discusses the impact of geopolitical developments on global markets, focusing on Singapore's potential benefits and investment opportunities.
In this episode, our host and Head of Research, Thilan Wickramasinghe, discusses how optimism surrounding a US-Iran peace deal and the reopening of the Straits of Hormuz is easing inflation concerns and supporting risk assets globally. With oil prices falling and central bank pressures easing, he highlights why Singapore markets could be a key beneficiary, supported by strong liquidity, AI-driven growth and resilient domestic fundamentals. We begin with SGX, where Thilan explains why Maybank is raising its target price and maintaining a BUY call. He discusses how safe-haven inflows, market reforms and corporate restructuring activity are driving higher trading volumes, stronger derivatives activity and a structural improvement in market liquidity. Next, our Analyst, Xuan Hao Toh, shares his views on Singapore Investment and Finance following recent meetings with management. He discusses the company’s growth outlook, AI integration strategy and why he reiterates a BUY call on the stock. Thilan then turns to the World Cup, examining how Singapore equities have historically performed during tournament years and highlighting 10 stocks that could benefit from increased travel…
People in this episode
Host: Thilan Wickramasinghe
Guests: Xuan Hao Toh, Alex Furber
Topics covered
- US-Iran peace deal
- inflation concerns
- Singapore markets
- AI-driven growth
- World Cup impact
- market liquidity
- investment strategies
Mentioned in this episode
Organizations: Maybank
Places: Singapore, Straits of Hormuz
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