升烟

Took a beating for a few days, but finally eating good today! Even though the STI is gathering steam to break through the 5,100 psychological barrier, OCBC has seen five straight days of net capital outflows. Still, it feels a bit safer compared to DBS. I’m cautiously bullish—what’s your take?@Bridge Buzz SG

@Bridge Buzz SG I originally wanted to go all in on OCBC and DBS, but let’s be real—even the best banking stonks hit a P/E ceiling eventually. So I’m allocating some into ES3. For the long haul, I’m leaning towards G3b because the logic is simple: lower expense ratios mean I theoretically scoop up an extra 0.8% a year. But honestly, with the current macro, doing absolutely nothing is the best play. Just sitting tight and waiting for the market to blast past 5200. Am I huffing too much hopium, or is that a pretty modest ambition?

Singapore’s market is offering a terrible bet right now. STI sits at 5025，aproaching MA10，20. Meanwhile, GDP forecasts got slashed (3.9% Q2 vs 4.5%  prior forcast), inflation revised UP to 2.3%.  Three consecutive losing days, weak level since May 12. The math says wait. The big money is not in the buying and selling, but in the waiting. So do my small money.  Patient is my theme in June.@Bridge Buzz SG

Not too worried about the current STI correction, but June is looking incredibly shaky. I feel like declining liquidity, Fed uncertainty, and the gravitational pull of a technical pullback will likely spark a major sell-off in the US AI sector. If that happens, other Asian markets—particularly South Korea and Taiwan—will inevitably follow. How much can the STI actually hold its ground? I’m playing it safe and staying on the sidelines for now.@Bridge Buzz SG