Small/ Mid-Cap Trends - SG & HK Market

Our top picks delivered robust return as the market continues to advance on easing tariff and geopolitical risks. Food Empire delivered 8% return as coffee price continues to fall. On the other hand, Frencken and Valuetronics recorded 8% and 4% return from improved sentiment for tech manufacturing stocks, as US and China agree on more trade deals.

The ongoing geopolitical uncertainties appear to be easing. In addition, the Singapore stock market could potentially benefit as the government attempts to improve stock market performance via S$5 billion Equity Market Development Programme (EQDP). Regardless of the positive developments, it is important stay selective on quality stocks with good fundamentals as the global geopolitical developments remain fluid.

We will be sharing about a company that holds the biggest global market share in the auto-related industry. Also, the company offers an attractive dividend yield of above 5.5% and has a robust balance sheet.

Looking ahead to 2H25, following the uncertainties brought on by the tariff war, China's recent macroeconomic data indicate that the growth momentum has slowed. However, at the same time, much fiscal room remains for the Chinese government to provide further support. The Chinese stocks may re-rate back to a higher level upon further positive news from trade negotiations and with the help of global funds inflow into emerging market assets. But fundamentally, there is a risk to the downside for the EPS forecast. Given that we are not in a buy-and-hold environment, which sectors and names should we focus on? This webinar will help you develop your investment strategy.