Will the US-Iran Truce Actually Save Your SGX Dividends? | EP1657🦖
Will the US-Iran Truce Actually Save Your SGX Dividends? | EP1657🦖
Everyone is cheering this US and Iran “peace deal” because oil dropped and Asia ripped higher overnight, but that is not how balance sheets work. A framework is not a treaty, and a lower oil headline does not rewind the last hundred days of costs companies have already swallowed. Forensic investing means asking who paid the time and money tax while the Strait of Hormuz was effectively shut, not just who looks cheap on your price screen today.
Before you celebrate this rally, map your SGX names into those three buckets from the episode and ask which ones actually earned a place above your CPF Special Account, and which ones just got lucky with a headline.
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