\n<\/p>\n
Tech now makes up 57% of portfolios as OpenAI and Anthropic eye stock market listings.<\/strong><\/p>\n Semiconductor and chipmaker firms emerged as retail investors\u2019 top pick for capturing artificial intelligence (AI)-led gains, with 68% confident in the local economy amidst a near 95% surge in electronics exports.<\/p>\n Large technology platforms integrating AI followed at 39%, whilst specialised AI-first companies were cited by 35% of investors, according to an eToro report.<\/p>\n It showed 51% of investors expect AI-related stock prices to increase this year, up from 49% in the first quarter (Q1).<\/p>\n Technology also stayed as the top intended investment sector for the fourth straight quarter, with tech holdings rising to 57% from 54% in Q4 2025.<\/p>\n The sentiment comes as electronics non-oil domestic exports (NODX) rose 94.8% year-on-year in May,<\/a> accelerating from 66.7% in April, as shipments of integrated circuits, disk media, and PCs rose amidst AI-led demand.<\/p>\n The broader economy has remained firm, with the official growth forecast kept at 2% to 4% this year after GDP expanded 6% in the first quarter, exceeding an earlier estimate of 5.8%.<\/p>\n Economists in the Monetary Authority of Singapore\u2019s June survey trimmed<\/a> their 2026 growth projection to 3.5% from 3.6%. Nomura, however, expects the economy to grow 4.6%,<\/a> after overall NODX rose 38.4% in May.<\/p>\n \u201cThe sector had a remarkable run, and that held even against a backdrop of tariff noise and geopolitical uncertainty,\u201d said Zavier Wong, eToro market analyst.<\/p>\n \u201cWith SpaceX freshly listed and OpenAI and Anthropic both signalling public debuts later this year, there is a visible pipeline coming to market that will continue to attract investor attention,\u201d Wong added.<\/p>\n Meanwhile, more than half, or 58%, of respondents kept their portfolios steady in the second quarter, whilst 36% increased their allocations despite global market volatility. Only 6% reduced exposure.<\/p>\n Geopolitical risks remained the top external concern, although worries eased from the previous quarter. About 26% cited international conflict as the biggest external risk to their investments, down from 34% in the first quarter.<\/p>\n International conflict is now nearly level with other major risks, with 25% citing the state of the global economy and 24% pointing to inflation as their biggest external concern.<\/p>\n Only 35% were confident in the global economy.<\/p>\n \u201cInvestors have moved past the initial shock of geopolitical disruption and are now repositioning around the opportunities emerging in its wake,\u201d Wong said.<\/p>\n The survey was conducted by Opinium from 14 to 29 May, covering 11,000 retail investors across 13 countries, including 1,000 respondents in Singapore.<\/p>\n<\/p><\/div>\n Tech now makes up 57% of portfolios as OpenAI and Anthropic eye stock market listings. Semiconductor and chipmaker firms emerged as retail investors\u2019 top pick…<\/p>\n","protected":false},"author":1,"featured_media":67550,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","footnotes":""},"categories":[2611],"tags":[],"class_list":["post-67549","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-buzz-headlines","wpcat-2611-id"],"_links":{"self":[{"href":"https:\/\/sgbuzz.com\/index.php?rest_route=\/wp\/v2\/posts\/67549","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sgbuzz.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sgbuzz.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sgbuzz.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sgbuzz.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=67549"}],"version-history":[{"count":0,"href":"https:\/\/sgbuzz.com\/index.php?rest_route=\/wp\/v2\/posts\/67549\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sgbuzz.com\/index.php?rest_route=\/wp\/v2\/media\/67550"}],"wp:attachment":[{"href":"https:\/\/sgbuzz.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=67549"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sgbuzz.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=67549"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sgbuzz.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=67549"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\n
\n
Read Full Article At Source <\/a>
\n