SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

Equity Bottom-Up

<ul><li>Success More Group sold 42 million China Sunsine shares for S$27.7 million, reducing its stake to 57.2%.</li><li>The iEdge Next 50 Index's technology stocks recorded S$179 million net institutional inflow in 2H25, led by iFAST.</li><li>China Sunsine's ADT increased to S$606k in 2025, with a 10.4% ROE and 7.6x P/E ratio.</li></ul>

Success More Group sold 42 million China Sunsine shares for S$27.7 million, reducing its stake to 57.2%.The iEdge Next 50 Index's technology stocks recorded S$179 million net institutional inflow in 2H25, led by iFAST.China Sunsine's ADT increased to S$606k in 2025, with a 10.4% ROE and 7.6x P/E ratio.

Growth in Motion: China Sunsine Married Deal & Next 50 Momentum

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

Thematic (Sector/Industry)

<ul><li>Swire plans to construct a new tower at Taikoo Place despite the ongoing downturn in Hong Kong's office market.</li><li>KKR has successfully acquired the Brisbane Logistics Complex for a total of $86.4 million in a recent transaction.</li><li>Goodman Data Centre Workbook is approaching a $10 billion valuation as it invests significantly in AI technology.</li></ul>

Swire plans to construct a new tower at Taikoo Place despite the ongoing downturn in Hong Kong's office market.KKR has successfully acquired the Brisbane Logistics Complex for a total of $86.4 million in a recent transaction.Goodman Data Centre Workbook is approaching a $10 billion valuation as it invests significantly in AI technology.

Asia Real Estate Tracker (27-May-2026): Swire plans new Taikoo Place tower amid office slump.

<ul>
<li>Frasers has completed the sale of a shopping center in Melbourne to HMC for $77.3 million.</li>
<li>GIC and Frasers-backed JustCo faced an 18% decline in their debut on the Singapore Exchange.</li>
<li>CapitaLand has initiated the $1.1 billion Geneo Life Sciences Hub at Singapore Science Park.</li>
</ul>


Frasers has completed the sale of a shopping center in Melbourne to HMC for $77.3 million.
GIC and Frasers-backed JustCo faced an 18% decline in their debut on the Singapore Exchange.
CapitaLand has initiated the $1.1 billion Geneo Life Sciences Hub at Singapore Science Park.


Asia Real Estate Tracker (26-May-2026): Frasers sells Melbourne shopping center for $77.3M.

Invest for a Sustainable Future, Impact Capital Asset Management

ICAM

Invest for a Sustainable Future

Impact Capital Asset Management

Established in August 2020, Impact Capital Asset Management Pte. Ltd. (ICAM) was conceived by seasoned professionals Deepak Mawandia and Atul Tetambe. Both have accumulated a wealth of knowledge and experience from their extensive tenures in the financial sector. In 2019, ICAM secured its RFMC license and subsequently introduced a technology-centric venture fund. By 2021, with the acquisition of its CMS license, ICAM witnessed steady growth in its assets under management. Presently, ICAM manages a portfolio exceeding USD 1 billion, diversified across various countries. Central to ICAM’s foundation is a commitment to offering a platform singularly dedicated to the best interests of its investor clients. The combined expertise of Deepak and Atul firmly establishes ICAM as a notable entity in the wealth management field.

<ul><li>Defence technology, surveillance and security systems exposure on SGX is real, but narrow.</li><li>The theme is not a pure drone screen and not a broad defence-stock screen. It covers systems used to detect, monitor, communicate, coordinate and respond across defence, public safety, airspace, ports and critical infrastructure.</li><li>The listed map has one broad anchor, several narrower operating routes and a small watchlist of boundary names. </li></ul>

Defence technology, surveillance and security systems exposure on SGX is real, but narrow.The theme is not a pure drone screen and not a broad defence-stock screen. It covers systems used to detect, monitor, communicate, coordinate and respond across defence, public safety, airspace, ports and critical infrastructure.The listed map has one broad anchor, several narrower operating routes and a small watchlist of boundary names. 

Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

<ul><li>DBS maintains StarHub's 'fully valued' rating after Ensign sale disappoints.</li><li>Keppel DC REIT plans asset enhancement for KDC SGP 1.</li><li>CGSI boosts bullish outlook on UMS Integration, raising target price.</li></ul>

DBS maintains StarHub's 'fully valued' rating after Ensign sale disappoints.Keppel DC REIT plans asset enhancement for KDC SGP 1.CGSI boosts bullish outlook on UMS Integration, raising target price.

Singapore Market Roundup (16-Apr-2026): DBS keeps StarHub's 'fully valued' rating after Ensign

Singapore

Boustead Singapore is an engineering services group and investment holding company. It specializes in infrastructure-related engineering services, including energy-related engineering and industrial real estate solutions, and provides geospatial technology solutions through the distribution of Esri geographic information systems. The company also has a Healthcare division offering niche medical solutions. Headquartered in Singapore, Boustead Singapore was founded in 1828.

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Boustead Singapore (BOCS SP)

Growth in Motion: China Sunsine Married Deal & Next 50 Momentum

Success More Group sold 42 million China Sunsine shares for S$27.7 million, reducing its stake to 57.2%. The iEdge Next 50 Index's technology...

Singapore Exchange Ltd (SGX)

Asia Real Estate Tracker (27-May-2026): Swire plans new Taikoo Place tower amid office slump.

Swire plans a new tower in Hong Kong, KKR buys Brisbane Logistics for $86.4M, IGIS and ACRE launch a $300M housing platform, and Goodman Data...

Asia Real Estate Tracker

Asia Real Estate Tracker (26-May-2026): Frasers sells Melbourne shopping center for $77.3M.

Frasers sold a Melbourne shopping center for $77.3M, while GIC and JustCo faced an 18% drop in Singapore; CapitaLand launched a $1.1B hub, and UI...

Asia Real Estate Tracker

Singapore Defence and Security Systems

Defence technology, surveillance and security systems exposure on SGX is real, but narrow. The theme is not a pure drone screen and not a broad...

ICAM

Singapore Market Roundup (16-Apr-2026): DBS keeps StarHub's 'fully valued' rating after Ensign

DBS keeps StarHub's 'fully valued' rating post-Ensign sale. Keppel DC REIT plans asset enhancement; CGSI raises UMS Integration target price amid...

Singapore Market Roundup

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