Everyone is watching the Singapore Blue Chips. But what if the more interesting story is one layer below?
For much of Singapore's recent market rally, the spotlight has understandably been on the big boys.
The banks have hit record highs. The STI has repeatedly broken new ground. And Singapore equities are finally getting more attention.
So, the next question is,
what other opportunities exist elsewhere in the Singapore market?
Sitting just below our largest blue chips is another group of companies that we probably don't talk about enough: the 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐍𝐞𝐱𝐭 𝟓𝟎.
And the numbers are interesting.
Over a one-year period, 85% of the Next 50 stocks delivered positive returns, with a median return of around 30%. Yet beneath that strong headline, individual stock performance varied enormously.
That tells me two things.
— There may be opportunities one layer below the blue chips.
— But being in the right segment is only half the battle. You still need to own the right stocks.
And that is why the launch of the 𝐂𝐆𝐒 𝐅𝐮𝐥𝐥𝐠𝐨𝐚𝐥 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐍𝐞𝐱𝐭 𝟓𝟎 𝐀𝐜𝐭𝐢𝐯𝐞 𝐄𝐓𝐅 (𝐐𝟓𝟎) caught my interest. It isn't just about gaining exposure to the Next 50, it also tries to address the other side of the equation: stock selection.
I share my thoughts, what I like, and what investors should understand about Q50 in my latest article.
We have spent years asking how high the STI can go.
Maybe the more interesting question now is: who gets to join it?
👇 Read the full article below.
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