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Market View: Analysts turn bullish on consumer stocks - How strong will this trend play out in 2026?

Singapore stocks are quietly making history, but are we about to test how solid that rally really is? The Straits Times Index has just pushed past the 4,700 mark, hitting a fresh all-time high even as geopolitical risks refuse to go away. At the same time, consumer stocks here are getting a second wind as costs cool, while halfway across the world, a brewing AI showdown, sparked by China’s Zhipu AI heading for an IPO, could ignite a global price war that shakes tech markets everywhere. So is this the calm confidence of a mature market… or the last leg before volatility kicks back…

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