![[Webinar] Semiconductor Sell-Off, Singapore Stand-Out: What Smart Money Is Watching Now](assets/images/default.jpg)
If the past month left you double-checking your portfolio, you're not alone. Asian semiconductor stocks just went through their worst stretch in years — a sell-off that caught many investors off guard, especially given that the companies at the centre of it all reported some of their strongest earnings on record.
So what gives? When the numbers are good but the share prices fall anyway, it's rarely about the business itself — it's about sentiment, positioning, and macro noise colliding all at once. On 19 August, 7pm, join You Weiren as he breaks down what actually drove the recent semiconductor rout, separates the noise from the signal, and explains why conviction in this space hasn't wavered despite the turbulence. If you've been wondering whether this is a buying opportunity or a warning sign, this session will help you make sense of it.
Closer to home, a different story is playing out.
While global markets swing wildly around the AI investment theme, Singapore has held its ground — and for good reason. Attractive dividend yields, strong diversification benefits, and an ongoing market revitalisation push have kept the local market resilient, even as volatility elsewhere grabs the headlines.
In the second half of the webinar, Adeline Gao explores why Singapore continues to offer both defensive ballast and genuine upside for investors looking beyond the AI hype cycle. From income stability to re-rating potential, she'll unpack what makes this market worth a closer look right now.
Two markets. Two very different stories. One evening to make sense of both.
Whether you're trying to decide if the semiconductor dip is your entry point, or you're looking for steadier ground amid the volatility, this webinar brings you the perspectives you need to navigate what's ahead.
Details
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Date |
Wednesday, 19th August 2026 |
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Time |
7:00 PM |
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Language |
English |
Speakers’ Profile
You Weiren, CFA
Senior Portfolio Manager, Research & Portfolio Management, iFAST Singapore
You Weiren joined iFAST in 2015 and currently serves as Senior Portfolio Manager of the firm’s discretionary managed portfolios, overseeing asset allocation decisions and the investment management process. He also heads the iFAST Research Team, which is responsible for investment research and analysis across asset classes, investment strategies, and geographical regions. Besides contributing his views to the local media, including Capital 95.8FM, Lianhe Zaobao and Channel News Asia, Weiren also speaks frequently at investment seminars and events. He sits on the firm’s investment committee, steering investment decisions for discretionary managed portfolios in Singapore and Malaysia.
Adeline Gao Yuanhui
Research Analyst, Research & Portfolio Management, iFAST Singapore
Adeline Gao Yuanhui is a Research Analyst with the iFAST Research & Portfolio Management Team, where she covers global macroeconomic trends and equity markets, with a key focus on Singapore. She has been actively involved in research related to the Equity Market Development Programme (EQDP). In addition to publishing research articles for iFAST, Adeline has also shared her market insights through local media platforms such as Lianhe Zaobao, The Business Times and CNA938. She holds a Bachelor of Business Administration (Honours) degree with a double major in Finance and Economics from the National University of Singapore (NUS).
