I was interviewed by Lianhe Zaobao: Here are 3 things I told them about the STI rally that most headlines missed

Source: LianHe Zao Bao

 

You read the Lianhe Zaobao headline. Click here. Now read what I actually think. 

Source: https://www.zaobao.com.sg/.../singa.../story20260529-9125523

Being quoted in the paper means choosing every word carefully. My newsletter has no such constraint.

Here is what is waiting for you in this week's ConvictionCompass:

📌 The takeaway no one is talking about: Yes, risk appetite improved Friday. But funding stayed selective. Banks and cyclicals led. That tells you exactly where smart money is rotating next. 

📌Eric’s market commentary and why it matters.

👉 If you want to stop trading headlines and start building a repeatable market framework, you will enjoy this read.

Final word:

Being quoted by Lianhe Zaobao is an honour. But my real goal is to turn those 15 seconds of airtime into long-term value for you – through disciplined, judgment-driven commentary.

At Eric Wealth Advisory:

✅ We decode complex strategies into actionable insights and we handle the execution for you. Most importantly, we free up your time to pursue your other passions or spend quality time with your loved ones.

✅ We bridge the gap between investors and management.

✅ We turn exclusive access into your competitive edge.

1️⃣ Follow me for REIT or SGX deep dives (next: What's trending, data centre REITs disruption, industrial, top leadership and management moves, etc).

2️⃣ DM me to discuss how real estate, equities or reits can diversify your income portfolio.

👉 Connect at ohlh@phillip.com.sg

📲 View my profile: https://lnkd.in/dWxD6Vb

👉 Eric Wealth Advisory Website: https://bit.ly/EricWA

📩 [Subscribe: The Conviction Compass]: https://lnkd.in/gt_MTnaT

***This is not financial advice or recommendation but for general sharing of my personal takeaways. See less

Three things I learned at PhillipCapital Gala dinner that no trading screen could ever teach me. 😊

Phillip Gala

It was an honor to attend the PhillipCapital Gala Dinner. Between the handshakes and the speeches, three quiet truths landed hard.

1. Mr Luke Lim's vision** 

50% of clients investing via dollar cost averaging (RSP). My take: Wealth is not built overnight. It is built in small, boring, repeatable habits. 

2. Lisa's question** 

"Do you want to be a big fish in a small pond—or a small fish in a big pond?"*

My take: It depends. Have you reached your objective? Protect. Still chasing? Accept more competition for more upside. Know your destination before you choose your pond.

3. Professional networking** 

Over dinner, sponsors and partners shared nuance you will never find in a report. Shifts in positioning. Changes in risk appetite. And the reminder to *celebrate the wins*.

Investing is long and lonely. Community matters. Ideas compound just like capital.

👉 Full reflections in my *Conviction Compass* newsletter: Click on the link:https://bit.ly/ericshareEp51_Galadinner

*Veterans know when to pause, listen, and celebrate.*

👉 Connect at ohlh@phillip.com.sg

📲 View my profile: https://lnkd.in/dWxD6Vb

👉 Eric Wealth Advisory Website: https://bit.ly/EricWA

📩 [Subscribe: The Conviction Compass]: https://lnkd.in/gt_MTnaT

Edition 49: BT The Singapore equities market is buzzing 6/5/2026 https://lnkd.in/gZNhbDuf 

Edition 50: Meeting EQDP Fund managers https://lnkd.in/gfpYZgXC 

Meeting EQDP Fund managers- Singapore in Focus

 

From PhillipCapital

Group selfies with from Left: PSPL Head and Chief investment director Daryl and fund managers Hock Fai (Manulife) and Kenneth Tang (Amova)

Just sat through one of the most useful fireside chats on Singapore equities in months. Great to connect with veterans and fellow practitioners.

PhillipCapital brought together Chan Hock Fai (Manulife) and Kenneth Tang (Amova) to talk "Singapore in Focus: Global Macro Trends Reshaping the Market."

My three raw takeaways—no sugarcoating:
1. Singapore as a safe haven
Lower volatility than the S&P 500 + attractive dividend yield = better risk-adjusted returns. Not exciting. Just effective.

2. Structural change is real
Share buybacks, dividends, and divestments of non-core assets (Singtel, Keppel cited). CEOs finally acting like owners.

3. EQDP is the quiet trigger
Not just policy. A behavioral shift for listed companies, investors, and intermediaries. Institutional shadows are returning.

The bottom line: Singapore won't be a growth rocket. But for patient capital seeking yield and stability? The scaffolding is finally there.

Click on link below to see my full breakdown.

https://bit.ly/ericshareEP50_SGMacroEQDP