🟩 Is your portfolio ready for the "Strategic Divergence" coming in 2026? While the markets are quiet for the holidays, massive moves are happening under the hood that could redefine your dividend income next year. A surprising beat in US GDP—hitting 4.3% against expectations—is threatening to keep interest rates "Higher for Longer," putting immediate pressure on Singapore REITs and mortgage holders just as we head into the new year.
In this special Christmas Eve breakdown, we unwrap three critical stories reshaping the SGX landscape. We analyze Sembcorp’s bold but debt-heavy acquisition in Australia, dissect why City Developments Limited (CDL) suddenly popped 6% in a sleepy market, and expose the "Valley of Death" cash flow trap facing Genting Singapore. Plus, we reveal why major analysts like JPMorgan are finally upgrading Singapore equities to "Overweight" despite global volatility.
Don't let the holiday lull lull you into complacency. Watch the full analysis to find out which blue-chip stocks are now "Buys" for their defensive moats, which value plays are finally unlocking, and which popular dividend favorites you need to avoid as we enter a high-Capex environment. It’s time to separate the winners from the traps before the market reopens on Thursday.
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