Market Outlook

📉📈 Is the Bull Market Built on Solid Ground… or the Next Bubble?

Markets have staged a remarkable recovery.

The U.S.-Iran ceasefire has eased geopolitical tensions, crude oil has fallen sharply from US$119 to around US$68, inflation fears have moderated, and Wall Street is once again trading near record highs.

But beneath the surface, a much bigger question is emerging…

Is the AI Boom Creating the Next Market Bubble?

The U.S. earnings season is just beginning, and investors are starting to ask the question few dare to confront:

Can the massive AI spending be justified?

The four major hyperscalers are expected to spend more than US$700 billion on AI infrastructure this year alone.

This unprecedented AI arms race has fuelled the stock market rally, powered economic growth, and driven technology stocks to extraordinary valuations.

However:

• AI capital expenditure is consuming an ever-growing share of hyperscalers’ cash flow.
• ⁠More of this spending is increasingly financed by debt.
• ⁠Investors are beginning to demand proof that these enormous investments will generate meaningful returns.

Has the AI capex cycle reached its peak? Or is this only the beginning?

The answers could determine the direction of global markets over the next several years.

China & Hong Kong: Opportunity or Value Trap?

China continues to post record trade surpluses, reinforcing its dominance in global manufacturing.

Yet domestic consumption remains weak, and Beijing has so far stopped short of introducing the aggressive stimulus measures many investors have been waiting for.

Key questions include:

• ⁠Will China finally launch stronger consumption-boosting policies?
• ⁠Can Hong Kong stocks continue their recovery?
• ⁠Which sectors stand to benefit if stimulus arrives?
• ⁠Is this the start of a new bull market—or merely another bear market rally?

Join Veteran Trader Robin Ho

In this exclusive in-person seminar, Robin Ho will cut through the noise and explain what really matters.

Drawing on decades of market experience, Robin will share how he is positioning for today’s rapidly changing investment landscape—and the opportunities he believes lie ahead.

What You’ll Learn

✅ The key macro trends driving global markets

✅ Is AI the next revolutionary investment theme—or the next technology bubble?

✅ Where the best opportunities are emerging in the U.S., China, and Hong Kong markets

✅ How to identify high-probability trading opportunities in uncertain markets

✅ Practical strategies for both short-term traders and long-term investors

✅ Risk management techniques to protect your portfolio during periods of heightened volatility

Whether you’re an active trader or a long-term investor, you’ll leave with a clearer understanding of where markets may be heading—and how to position yourself ahead of the crowd.

The biggest opportunities often appear before the headlines catch up.

Reserve your seat today and gain the insights that could shape your investment decisions for the rest of 2026.

Event Details

📅 Date: Friday, 17 July 2026
🕡 Time: 6:30 PM – 9:00 PM
📍 Venue: SGX Auditorium, Level 2
SGX Centre 1, 2 Shenton Way, Singapore