Singapore market reforms may lift sentiment in 2026 despite geopolitical, trade uncertainty

[SINGAPORE] Back in early June, I mentioned feeling a tinge of seller’s remorse after liquidating a small portfolio of US stocks that I had held since the global financial crisis. Looking back now, it was probably the right move.

While the S&P 500 index has continued marking new all-time highs in the face of controversial US trade tariffs and continued geopolitical tensions, markets close to home – where I have been investing – have also performed quite well.

Since the beginning of the year, the S&P 500 has advanced 16.2 per cent. The Stoxx Europe 600 index has performed almost in line, rising 15.7 per cent.