Daily Brief Thematic (Sector/Industry): What Are Singapore’s Dividend Diamonds? and more

• Singapore stands out as a compelling market for income investing.
• Singapore has consistently offered superior dividend yields relative to its ASEAN peers and the broader MSCI Asia ex-Japan Index.
• Most global markets focus on capital appreciation. Singapore’s listed equities on the SGX (Singapore Exchange) have been favoured by investors seeking stable and rising income streams.

• S&P 500 +0.27% to 6,280; Nasdaq +0.09%; Dow +0.43% – all record highs
• Fast Retailing net profit rose 8% to ¥339bn (Sep–May), a four-year high; quarterly OP misses on China weakness
• Seven & i net profit jumped 2.3x to ¥49bn, boosted by Ito-Yokado asset sale, but core conbini sales declined

• Discussion with David Sparks about the challenges of investing in commodity players and natural resource companies for pod shops and multi strat funds like Citadel and Millennium
• David Sparks has experience working in multi strat hedge funds and now runs a discretionary strategy focusing on metals and mining at First New York
• Multi strat funds aim to optimize risk and returns by combining different investment strategies, requiring a unique approach for sectors like mining and energy due to their volatile nature.

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• In FY25, India Inc. showed strong resilience despite global challenges, with a sharp earnings rebound in Q4 offsetting earlier softness. 
• A standout trend was the clear earnings outperformance of mid- and small-cap (SMID) companies, which led in 15 out of 19 sectors. 
• Sectors like consumer durables, capital goods, and chemicals led SMID gains, and their momentum is expected to sustain in FY26 amid steady capex and demand.

• While tariff headlines may dominate, accumulate the miners on weakness
• The positive Supply and Demand drivers for copper are  still intact
• Latest tariffs add to the continued inflationary pulse around the world

• Chip tester Teradyne jumping on reports it has a new FA arm.
• Intel admitting its now not even in the top-10 chipmakers anymore.
• Estee lauder strength may help Shiseido with better trends in Hainan reported.