According to Geoff Howie, market strategist at the Singapore Exchange Group (SGX:S68
) , this is where the opportunities lie for Singapore and Southeast Asia, as digitalisation is accelerating due to AI and the shift from generative chat to agentic AI. “Therefore, we are pretty optimistic for 2026, not just the cyclical reasons, but also some of these strong structural reasons. The Singapore dollar, of course, has been in demand as well,” adds Howie.
On March 24, The Edge Singapore and State Street Investment Management organised Shaping Tomorrow’s Markets: ETF Strategies and Economic Outlook to help investors understand the need for portfolio diversification and risk mitigation at a time of geopolitical tensions and shifting trade policies. Here are excerpts.
Despite broader economic uncertainties, Singapore’s economy has maintained strong growth momentum. The city-state has also maintained a strong structural foundation, including a robust, liquid banking system and long-term, credible fiscal planning. Apart from that, Singapore is seeing an increase in exports of digital and commercial services in recent times.
