[Live With Kenny Loh & Edward Pye] Beyond the 5,000 Milestone: Navigating Singapore's Equity Re-Rati
The Singapore market has quietly moved from a steady, dividend-paying backwater to one of the most resilient performers in a volatile world. The STI crossing 5,000 — and pushing toward 5,620 — isn't just a number. It's the payoff of 60 years of foundations, reforms and tailwinds compounding into a genuine structural re-rating. Institutional desks from JPMorgan to DBS are now setting targets well above the milestone, retail money is flowing in through ETFs, SRS and CPF-IS, and the S$6.5bn EQDP programme is channeling fresh capital into small- and mid-caps. The signal underneath all of it is the same: the Singapore equity story is entering a new chapter, and understanding it — before the crowd fully prices it in — is a competitive necessity.
We're bringing in Kenny Loh, SGX Academy Trainer, Founder of REITsavvy & Wealth Advisory Director (CFP), alongside Edward Pye, Intermediary Distribution Director at Amova Asset Management, to unpack how Singapore's market re-rating is unfolding and where the next opportunities sit — from index level to individual portfolio.
📅 Date: 4 August 2026
⏰ Time: 20:00 SGT (Tuesday)
🔗 Register: Navigating the 5,000 STI Milestone
Navigating the 5,000 STI Milestone — Why 60 years of foundations, reforms and structural tailwinds have driven the STI's re-rating to record highs, and how to read institutional forecasts and valuations to position for the next leg.
The Case for Singapore Equities — How Singapore has stayed resilient through global volatility, underpinned by the highest dividend yield among major markets (~4.4%) and still-modest valuations (~17.5x P/E), with a confluence of macro strength, structural reform and mid-small-cap value driving alpha potential.
SGX ETFs & Passive-Income Access — How record ETF assets (S$21B AUM, +121% daily turnover) across Equity, REIT and Gold, combined with SRS and CPF-IS eligibility, let investors build reliable, tax-efficient passive-income streams.
Precision Portfolio Building — A "client-first" framework for building a portfolio that outlasts the market: needs discovery, risk calibration, glide-path asset allocation, and deep diversification across geography, sector and style for a retirement-focused approach.
📅 Date: 4 August 2026
⏰ Time: 20:00 SGT (Tuesday)
🔗 Register: Navigating the 5,000 STI Milestone
🏠 Kenny Loh: REITsavvy | YouTube: @KennyLohFinancialWisdom | Tothemoon: Kenny_Loh / REITsavvy
🏠 Edward Pye: Amova Asset Management | LinkedIn Profile:linkedin.com/in/edward-pye-679a2a66
Whether you're actively trading the Singapore re-rating or building a long-term, dividend-anchored retirement portfolio, understanding the macro logic beneath the tape is no longer optional. Major trends don't end in a day or a week — it takes time for their internal logic to fully unfold. Such is the gravity of a structural bull market.
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