SG Market: Small/Mid-Cap Trends

Summary

Our previous SMID cap picks delivered mixed performance amid continued market volatility, with selected names outperforming on the back of visible earnings growth and improving investor sentiment. This reinforces our view that stock selection remains critical in the current market environment. Join us this July as we explore a new set of compelling SMID cap opportunities backed by long-term growth drivers and attractive valuations. We will discuss themes including the recovery in marine engineering and maintenance activities, the multi-year pipeline of infrastructure and coastal protection projects, consumer brands benefiting from expansion across emerging markets, and manufacturers leveraged to growing semiconductor and AI-related demand. While geopolitical and macroeconomic uncertainties are likely to persist, we believe investors should focus on companies with earnings visibility, strong market positions and sustainable competitive advantages that can drive long-term shareholder returns.