Stocks

THINKING ALOUD

Fundamentally weighted indices are worth considering

The EQDP’s focus has been on incentives, listings and disclosure, but index construction deserves some attention

If the Wall Street forecasters are correct in 2026, stocks are heading for their longest stretch of annual gains since the lead-up to the global financial crisis.

Every Wall Street analyst is predicting a stock rally in 2026

Sell-side strategists are marching in lockstep optimism, with the average year-end S&P 500 forecast implying a 9% gain this year

Across the broader market, advancers outnumber decliners 249 to 209, as 824.1 million securities worth S$660.5 million change hands.

Singapore shares slip 0.2% on final trading day of the year; STI up 22.7% in 2025

The iEdge Singapore Next 50 Index sheds 0.1% or 1.36 points to end at 1,450.13

Kioxia’s shares have risen around 540 per cent year-to-date, outperforming all other members of the MSCI World Index and making it the top stock in Japan’s Topix benchmark for 2025.

AI memory demand propels Kioxia to world’s best-performing stock

[TOKYO] Artificial intelligence’s insatiable appetite for data storage has delivered Japanese memory chipmaker Kioxia Holdings world-beating stock gains this year, a sign that the AI boom is alive and...

While signs point to an advanced-stage bubble in AI, history shows that there is no exact point at which a bubble bursts under its own weight, the writer notes.

The four ‘O’s that shape a bubble

And what this test tells us about the artificial intelligence wave

Clean-energy stocks are among this year’s best performers across regions, with some players' gains exceeding the rally in US tech heavyweights.

Green stocks are big winners as tech boom drives energy demand

Lower interest rates have also improved the outlook for debt-heavy clean-power counters

An Amazon Web Services AI data centre in the US. As long as companies such as Amazon see AI spending as existential, they will continue to invest, and that will continue to fuel the boom in artificial intelligence, says the writer.

Are we in an AI bubble?

The perspective of an investor and former telecom analyst who witnessed the bursting of the tech bubble in the late 1990s

By sector, more than 20% of these undervalued, high-quality class are industrials, followed by financials and consumer discretionary.
THE BOTTOM LINE

The best time to buy quality stocks is now

It is a generational opportunity in otherwise bubbly markets

Recent valuation fretting is misguided, but good news. False fears add bricks to the “wall of worry” that bull markets legendarily climb.
COMMENTARY

Why you should cheer PE pessimism

Valuations do not predict stocks’ direction as decades of history prove present fears false