Market View: From Bank Margins to Bull Runs - Who’s Really Winning This Rally?

Market View: From Bank Margins to Bull Runs - Who’s Really Winning This Rally?

Asia-Pacific markets are flashing mixed signals - from softer bank profits to roaring equity rallies, so where is the opportunity for investors?

DBS’ Q4 earnings remind investors that even best-in-class banks aren’t immune to margin pressure as interest rate tailwinds fade, even as wealth and fee income show resilience.

Japan’s markets surge as Prime Minister Sanae Takaichi secures a decisive election victory, fuelling optimism around fiscal stimulus, tax cuts, and a renewed equity bull case.

Wall Street stages a powerful comeback, with the S&P 500 and Nasdaq jumping as chipmakers rebound and investors debate whether this is a genuine reset or a classic dead-cat bounce.

Goldman Sachs spotlights selective opportunities - from nuclear energy plays linked to Meta’s power needs to under-the-radar biotech bets after a bruising year.

Closer to home, Singapore stocks hold onto weekly gains, with Keppel Corp and Singapore Airlines leading, even as Yangzijiang Shipbuilding drags.

All this and more - hosted by Michelle Martin with Ryan Huang.

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