- Home
- Strategy & Stock Picks 3Q2026
Strategy & Stock Picks Q3 2026
4 Jul 2026
Key Highlights
- The AI Infrastructure Supercycle: Despite geopolitical tensions, global capital continues to flow into AI, defense, and energy, fueling a massive "build-out" cycle that remains the primary engine for tech and semiconductor growth.
- Singapore as Asia’s Safe Haven: Backed by a AAA sovereign rating and stable currency policy, Singapore remains the region’s anchor. Local banks are set to benefit from higher-for-longer interest rates, while selective REITs offer a strategic rebound play.
- ASEAN Stock Picking (ID & TH): Growth opportunities remain selective. Indonesia rewards long-term focus on fundamentally strong, undervalued firms, while Thailand’s market is becoming increasingly attractive due to new policy support and a reliable dividend-based safety net.
- Japan’s Policy & Tech Tug-of-War: Market focus is split between the Bank of Japan's interest rate strategy and the semiconductor sector's ability to maintain high AI-driven returns despite domestic economic headwinds.
- US Tech & Market Resilience: The "Magnificent 7" remain the core drivers of sentiment. Investors are currently weighing the prospects of high-tech growth against the risks of sticky inflation and potential geopolitical shocks that could impact global market volatility.
REGIONAL COVERAGE
Stock Picks
Across 7 Markets
Stock Picks Across 7 Markets
Expert analysis from regional specialists
Popular Market

Singapore
Paul Chew
Head of Research,
Phillip Securities Research
| 04 JUL | |
| 10:00AM-12:00PM SGT |

China,
Hong Kong
Louis Wong
Director
Phillip Securities HK
| 07 JUL | |
| 12:00PM-2:00PM SGT |

United States
United
States
Glenn Thum
Research Manager
Phillip Securities Research
| 07 JUL | |
| 7:30PM-9:00PM SGT |
Emerging Markets
Malaysia
Shahira Rahim
Head of Equity Strategy
Phillip Research Sdn Bhd
06 JUL
1:00PM-2:00PM SGT
Thailand
Chutikan Santimetvirul
Head of Equity Strategy
Phillip Research (Thailand) PCL
08 JUL
1:00PM-2:00PM SGT
Indonesia
Jasa Adhimulya
Senior Equity Analyst
Phillip Sekuritas Indonesia
09 JUL
1:00PM-2:00PM SGT
Japan
Tomoyuki Misumi
Research Analyst
Phillip Securities Japan
10 JUL
1:00PM-2:00PM SGT
What’s Coming in Strategy & Stock Picks 4Q2026
Join us for the next edition of Strategy & Stock Picks as head into the final quarter of 2026.

Market Outlook
H2 2026 projections

Opportunities to Watch
Emerging themes

Regional Focus
Deep-dive markets

Sector Analysis
Top picks by sector

Expert Panels
Industry leaders

Live Q&A
Interactive sessions
Market Outlook
H2 2026 projections
Opportunities to Watch
Emerging themes
Regional Focus
Deep-dive markets
Sector Analysis
Top picks by sector
Expert Panels
Industry leaders
Live Q&A
Interactive sessions
Past Strategy & Stock Picks
See what insights our experts have shared
Q3 2025
+5.7%
Strategy & Stocks Picks Q2 2026
11 Apr 2026
- Focus on AI infrastructure
- US Equities
- Emerging markets and energy
Q1 2026
+12.3%
Strategy & Stocks Picks Q1 2026
15 Jan 2026
- Tech sector recovery strategies
- Asian market opportunities
- Portfolio rebalancing tactics
Q4 2025
+12.3%
Strategy & Stocks Picks Q4 2025
12 Oct 2025
- Global economic outlook
- Defensive positioning
- Currency hedging strategies









