【Livestream Clip 2|Kenny Loh & Edward Pye: STI Rallied Hard — But Is It Still Cheap?】

【LIVESTREAM RECAP|Celebrating Singapore's Independence: Navigating the 5,000 STI Milestone】

Hi Tigers! In this session we celebrated a real milestone — Singapore's Straits Times Index crossing 5,000. We traced STI's near-60-year path and its recent breakout, unpacked the capital flows sparked by MAS's market-revitalization program, dug into the explosive growth in ETF assets, walked through institutional forecasts for 6,000 and beyond, and closed on the next chapter of the "Singapore Story" — from safe haven to a magnet for global capital. Clear, layered, and full of substance. 🇸🇬
Full replay 👉 Celebrating Singapore's Independence: Navigating the 5,000 STI Milestone

【ABOUT THE GUEST】

Our speakers are Kenny Loh & Edward Pye. Kenny Loh is a Wealth Advisory Director, founder of Rate Savvy, and a prominent SGX Academy trainer with deep expertise in Singapore REITs and the local market. Edward Pye is Intermediary Distribution Director at amova Asset Management (formerly Nikko Asset Management, rebranded last September). One brings the local REIT and SGX-ecosystem lens; the other brings the asset-management and "Singapore Story" institutional view — two scarce perspectives on one stage.

【HIGHLIGHTS】

1. Life after STI 5,000: a full map of institutional forecasts — from 6,000 to a bold 10,000 by 2040.

2. Where the money really is: ETF AUM at S$21B, retail at 42% — who's buying and what they're buying.

3. The new chapter of the "Singapore Story": why capital doesn't just arrive here — it stays, grows, and compounds.


Live Recap>>>
Live Recap 1: Singapore's Quiet Rally — Inside the Road to the 5,000 STI Milestone
Live Recap 2: The Sleep-Well Portfolio — Kenny Loh's Framework for Allocating to Singapore
Live Recap 3: From Safe Haven to Investment Magnet — The Case for Singapore
Live Recap 4: Hunting for Alpha — Amova's Small & Mid-Cap Playbook and New Fund Suite

【THIS CLIP】

STI rallied hard — but is it still cheap? Edward's answer lands on a point many overlook: income quality. Even after a strong rally, Singapore keeps delivering dividend yields above 4%, and its lead over global peers has widened, not narrowed. Why it's worth watching: he makes it click that "dividends aren't a byproduct of returns — they're a core driver." Beyond price gains, that's Singapore's real differentiator in a portfolio.

We genuinely recommend watching the full replay — many viewers fix on the index level and miss the deeper story: capital structure, dividend quality, and Singapore reinventing itself. Kenny and Edward fill in all those missing pieces in the full session.

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(For education only, not investment advice.)

Full replay 👉 Celebrating Singapore's Independence: Navigating the 5,000 STI Milestone

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  • Jerry Lam
    ·08-05 19:15
    我最大的收获是:新加坡市场的核心优势不只是估值,而是可持续的收入质量。

    即使STI经历强劲反弹,股息收益率仍维持在4%以上,说明投资回报并非完全依赖股价上涨。银行、公用事业、电信和REITs等板块提供的稳定现金分配,使新加坡市场在波动环境中更具防守价值。

    我的配置思路是把STI及高质量股息资产作为长期底仓,但不会只看收益率,还要检查派息覆盖率、自由现金流和负债水平,避免落入“高息陷阱”。

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