4M65
06-09

In 2026, the equity market remains in a mature bull phase characterized by solid corporate earnings but also lingering inflation and geopolitical uncertainty. Avoid chasing fads; instead, build a diversified portfolio, prioritize fundamental metrics, and consider the steady, resilient stock below.


💡 Highlighted Recommendation: Singtel (SGX: Z74)

For a localized buying opportunity, I'm considering Singapore's leading telecommunications provider.Why it's a solid buy: Singtel has shifted into a highly shareholder-friendly phase. Backed by record underlying profits, the company is executing a clear value-realization plan.Income generation: Singtel has raised its core dividend, offering investors a reliable and strong dividend yield alongside share buybacks, making it an excellent buffer against market volatility.


Are you buying? 

Geopolitics and Inflation Hammer Markets: Hold or Exit?
Nasdaq fell another 2%, the 3x semiconductor ETF plunged 10.43%, Nvidia dropped 3.73%, and Broadcom slid 5.12%, as a rebound attempt failed once again. Three simultaneous pressures are weighing on markets: renewed U.S.-Iran tensions in the Strait of Hormuz, hotter-than-expected inflation dimming rate-cut hopes, and Oracle's post-earnings selloff stoking fears over AI spending returns. With geopolitics, rates, and AI valuations all pressing down, will you keep buying the dip or step aside?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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