Markets are moving beyond AI hype, with greater focus on execution and measurable outcomes from AI investments. Companies that convert AI spending into sustainable revenue, earnings and cash flow are being rewarded, while those with uncertain returns face more demanding standards.

Singapore stocks pulled back as profit-taking in the banking sector weighed on the STI, but the move appears to be a healthy consolidation rather than a trend reversal. Singapore equities continue to offer long-term value, supported by stable earnings, attractive dividends and sound economic fundamentals.Fundamentals drive long-term performance, with patient investors using market pullbacks as opportunities to accumulate quality stocks