- Driven by our small-mid cap picks, our Singapore Stocks Alpha Picks portfolio outperformed in March 2025, increasing 3.4% m-o-m on an equal-weighted basis and beating the STI by 1.4ppt.
- - Read this at SGinvestors.io -
Market review.
- Global markets were yet again lower in March 2025 as a flurry of tariffs announcements from the US coupled with mounting concerns over slowing global economic growth and rising recession fears dampened global investor sentiment.
- Despite higher near-term inflationary expectations and uncertainty over the US Fed rate policy, the banks outperformed in March 2025, pushing the STI higher by 2.0% m-o-m.
Performance of our portfolio
- - Read this at SGinvestors.io -
- For 1Q25, the STI rose by 4.9% q-o-q, beating our Alpha Picks portfolio by 5.1ppt on an equal-weighted basis.
Broad-based outperformance in March 2025 from our small-mid cap picks.
- Read more at SGinvestors.io.
