I thonk SG housing market can be expected to remain strong in 2026, with private home prices projected to rise by a moderate ~5%. S-REITs are poised for a pivotal recovery year in 2026 - analysts forecast an earnings upgrade cycle and potential price upside. S-REITs can continue to push to new highs in 2026, supported by attractive valuations and the income generating appeal to investors rotating from other asset classes. The potential for a 10-15% price upside is anticipated as yields normalize. However, performance will likely be mixed across different sub-sectors and individual REITs, emphasizing the need for selective investing focused on quality, balance sheet strength, and exposure to secular growth trends. Look at the long term rather than the short.
If 2025 was bad, 2026 has started on a much worser note. In the very first fortnight of Jan 2026, geopolitical risk has become the primary catalyst driving gold toward the $5,000/oz milestone. Recent developments with respect to Greenland and the EU-US standoff suggest that further escalation of the current "trade war" and leadership crises could very well propel gold an additional 15% to 30% from current levels defined by three critical geopolitical and macroeconomic drivers viz. Tariff Escalation through the 10% set for 1-Feb rising to 25% in June if US bid for Greenland is blocked; risk of retaliation by EU & impact on gold:m due to eroding confidence in the dollar. To add to this confusion, we have the threat on Powell, again cause by Trump. Also the targeting
I think storage pricing momentum is expected to carry the stock through the first half of 2026, but significant concerns regarding demand destruction may emerged for the latter half of the year. Further the present surge is driven by a "strategic reallocation" of manufacturing capacity toward high-margin AI components like High Bandwidth Memory (HBM), which is starving the supply of conventional DRAM and NAND for PCs and smartphones. This could boomerang too. But general consensus is that $Micron Technology(MU)$ could touch $500 in 2026. So, keeping fingers crossed & a prayer on the lips.
My personal opinion: given the significant rally in anticipation of the Jan' 22 earnings report and tge overall mixed signals, INTC's stock movement is highly uncertain biz. It could either jump on further earnings surprise or experience a sell the news pullback. Overall I think it is overvalued, increasing volatility risk. Point also to note is that Intel's post-earnings performance is historically volatile: sometimes seeing sharp gains & at other times seeing significant drops, depending heavily on whether results and forward guidance meet expectations.
Lion-OCBC Hang Seng Tech ETF (HST) is where I am presently working investing my money as of now. I intend to further add SPDR Straits Times Index ETF (ES3) in 2026 as well.