Navigating Crosscurrents: STI Stocks Hold Firm as War, Tariffs and Inflation Reshape the Investment Landscape

Navigating Crosscurrents: STI Stocks Hold Firm as War, Tariffs and Inflation Reshape the Investment Landscape

Weekly STI Investment Commentary — 30 March to 2 April 2026

The Straits Times Index (STI) navigated a turbulent but ultimately constructive trading week from 30 March to 2 April 2026, with the benchmark index edging higher amid a complex backdrop of geopolitical conflict, persistent tariff uncertainty and rising energy costs. An analysis of the Excel data covering all 30 STI constituent stocks and the SPDR Straits Times Index ETF reveals that the majority of counters posted modest gains over the four-day period, with the ETF itself rising from $4.90 to $4.945, a gain of approximately 0.92 per cent. The resilience of the index, despite significant headwinds, suggests that investors are selectively positioning in quality names while remaining cautious about sectors exposed to global supply chain disruptions.

Middle East Conflict and the Energy Shock

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👉 Time-Saver! Commentary based on Precompiled SGX STI Companies Stocks Statistics