AI demand remains strong, but markets are becoming more selective as rising capex, valuations and cash-flow concerns shape the next phase of the AI trade.
SG upgraded GDP outlook keeps the market environment supportive, particularly for banks and companies linked to AI, infrastructure and manufacturing. Stronger AI demand, electronics and precision engineering activity continue to support growth.
Market participants are closely monitoring interest rates, inflation, valuations and upcoming corporate earnings for potential risks.With the STI near record highs, investors may want to stay selective and look for opportunities on pullbacks rather than chase the rally
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