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From defence to dividends: The best performing STI components are riding big global currents

Betting that laggards will quickly catch up with the leaders could be a mistake in the current thematic, growth-oriented market environment

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Ben Paul

Ben Paul

Published Mon, Sep 15, 2025 · 07:00 AM
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    • Deputy MAS chairman Chee Hong Tat called on corporate boards last week to do more to deliver shareholder value, and communicate better with investors
    • Deputy MAS chairman Chee Hong Tat called on corporate boards last week to do more to deliver shareholder value, and communicate better with investors PHOTO: BT FILE

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    [SINGAPORE] There was no shortage of worrying news headlines on the geopolitical front last week – from Poland shooting down Russian drones, to Israel attacking Hamas in Qatar.

    Yet, there was little sign of fear or pessimism in global financial markets. In fact, the possibility of a wider military conflict in Europe just seemed to stoke enthusiasm for hot defence stocks.

    BAE Systems, Rheinmetall and Rolls-Royce were up last week by 11.3 per cent, 8.7 per cent and 5.4 per cent, respectively. The Stoxx Europe 600 index ended last week more than 1 per cent higher.

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