{"id":93724,"date":"2026-08-26T08:00:52","date_gmt":"2026-08-26T00:00:52","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=93724"},"modified":"2026-08-26T08:42:10","modified_gmt":"2026-08-26T00:42:10","slug":"weekly-securities-newsletter-26-august-2026","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-26-august-2026\/","title":{"rendered":"Weekly Securities Newsletter: 26 August 2026"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"93724\" class=\"elementor elementor-93724\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-796300cb elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"796300cb\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2949b35f\" data-id=\"2949b35f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-27cf6c8c elementor-widget elementor-widget-heading\" data-id=\"27cf6c8c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">WEEKLY SECURITIES NEWSLETTER<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-676e5e19 elementor-widget elementor-widget-heading\" data-id=\"676e5e19\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"top\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Weekly Securities Newsletter: 26 August 2026<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-79519aad elementor-widget elementor-widget-text-editor\" data-id=\"79519aad\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p style=\"font-family: Montserrat; font-size: 13px; font-weight: 600; background: #e8f4ff; padding: 12px 18px; margin-top: 16px;\"><span style=\"color: #15a4ff;\"><a href=\"#mr\">MARKET RECAP<\/a><\/span> \u00a0|\u00a0 <span style=\"color: #15a4ff;\"><a href=\"#wt\">WHAT&#8217;S TRENDING<\/a><\/span> \u00a0|\u00a0 <span style=\"color: #15a4ff;\"><a href=\"#if\">IN FOCUS<\/a><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-2470cf3a e-flex e-con-boxed e-con e-parent\" data-id=\"2470cf3a\" data-element_type=\"container\" data-e-type=\"container\" id=\"mr\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-4241bcf4 e-con-full e-flex e-con e-child\" data-id=\"4241bcf4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1d6f5bca elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"1d6f5bca\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Market Recap<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4fab274e e-flex e-con-boxed e-con e-parent\" data-id=\"4fab274e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-2eb35c3d e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"2eb35c3d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInLeft&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-b4cb945 e-con-full e-flex e-con e-child\" data-id=\"b4cb945\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7faf9ce0 elementor-widget elementor-widget-heading\" data-id=\"7faf9ce0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">MARKET RECAP 1<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-123effa9 elementor-widget elementor-widget-heading\" data-id=\"123effa9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">U.S.-Iran Tensions Resurface, Fueling Equity Volatility and Pressuring Tech<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4c377fbf elementor-widget elementor-widget-text-editor\" data-id=\"4c377fbf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>The 60-day U.S.-Iran ceasefire expired without further negotiations, prompting Trump to take a tougher stance while the Strait of Hormuz remains partially blockaded. U.S. Vice President Vance said: 1) the U.S. will no longer pursue intensive strikes and does not expect a swift ceasefire; 2) the priority has shifted to stabilizing U.S. oil prices rather than reopening the Strait of Hormuz; and 3) preventing Iran from obtaining nuclear weapons remains a strategic, but not immediate, priority. This suggests economic containment may replace military strikes, pushing global oil prices higher. The U.S. 30Y Treasury yield rose to 5.3%, the highest since 2007, while the 10Y yield reached its highest since Jan 2025. Meanwhile, heavy debt issuance by tech giants to fund AI capex has increased valuation-reset and rebalancing risks for growth stocks. High-valuation tech and semiconductor stocks sold off sharply, driving greater global equity volatility.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8243a38 e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"8243a38\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInRight&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-0e62ed4 e-con-full e-flex e-con e-child\" data-id=\"0e62ed4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-20d6b52f elementor-widget elementor-widget-heading\" data-id=\"20d6b52f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">MARKET RECAP 2<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5eafb8a4 elementor-widget elementor-widget-heading\" data-id=\"5eafb8a4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Global Bond Yields Surge; Trump Pushes Crypto Bill as Digital Assets Rebound<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-75aa0526 elementor-widget elementor-widget-text-editor\" data-id=\"75aa0526\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>A U.S. Treasury selloff drove global government bond yields higher, with Japan\u2019s 30Y yield briefly reaching 4.16% and Germany\u2019s 30Y yield hitting 3.76%, the highest since 2011. Amid the global bond selloff, U.S. Treasury Secretary Bessent announced plans to increase long-term Treasury buybacks from US$2bn to at least US$4bn, targeting 10Y\u201330Y bonds to stabilize market confidence. Global yields subsequently eased but remained elevated as U.S. debt concerns persisted. Asian IG bonds and EM local-currency bonds gained.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-227fc786 e-flex e-con-boxed e-con e-parent\" data-id=\"227fc786\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-52472515 elementor-widget elementor-widget-heading\" data-id=\"52472515\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\"><a href=\"#top\">^ Back to Top<\/a><\/p>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-22ea739c e-flex e-con-boxed e-con e-parent\" data-id=\"22ea739c\" data-element_type=\"container\" data-e-type=\"container\" id=\"wt\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-e6d6c50 e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"e6d6c50\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInUp&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-394c7515 elementor-widget__width-inherit elementor-widget elementor-widget-heading\" data-id=\"394c7515\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">WHAT'S TRENDING<\/h6>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8b64ac3 e-con-full e-flex e-con e-child\" data-id=\"8b64ac3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fffa3f8 elementor-widget elementor-widget-heading\" data-id=\"fffa3f8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">WHAT'S TRENDING 1<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-55763c4 elementor-widget elementor-widget-heading\" data-id=\"55763c4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">What Are the Impacts of Rising U.S. Long-Term Treasury Yields?<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2632116 elementor-widget elementor-widget-text-editor\" data-id=\"2632116\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>The U.S. federal deficit surged to US$432.3bn in July, the highest monthly level in over five years. Outstanding government debt has reached about US$40tn, with annual interest expense at US$1.2tn. Rising Treasury supply and fiscal deficits have pushed investors to demand higher term premiums. Key drivers of higher long-term yields include: 1) worsening U.S. fiscal conditions, 2) heavy debt issuance by AI tech giants creating a crowding-out effect, and 3) renewed Middle East tensions lifting oil prices.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d7b4d77 e-con-full e-flex e-con e-child\" data-id=\"d7b4d77\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e35bcac elementor-widget elementor-widget-heading\" data-id=\"e35bcac\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">WHAT'S TRENDING 2<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4a01877 elementor-widget elementor-widget-heading\" data-id=\"4a01877\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Software Earnings Diverge; Buy Cybersecurity and Data Infrastructure on Dips\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cdb859a elementor-widget elementor-widget-text-editor\" data-id=\"cdb859a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>2Q software earnings were mixed. Beyond booming cloud demand at the four major CSPs, 64% of non-CSP e-commerce, travel and lifestyle services stocks and 56% of enterprise software stocks gained post-earnings, averaging +5% and +4%, respectively, outperforming ad\/subscription and fintech\/payment names. Stock selection should increasingly shift from AI themes toward companies delivering sustainable growth and measurable AI benefits.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3b7817f2 e-flex e-con-boxed e-con e-parent\" data-id=\"3b7817f2\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-46e0f942 elementor-widget elementor-widget-heading\" data-id=\"46e0f942\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\"><a href=\"#top\">^ Back to Top<\/a><\/p>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-46eb91e2 e-flex e-con-boxed e-con e-parent\" data-id=\"46eb91e2\" data-element_type=\"container\" data-e-type=\"container\" id=\"if\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-ba10b1 e-con-full e-flex e-con e-child\" data-id=\"ba10b1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-77adc379 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"77adc379\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">In Focus<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-27b31edb e-flex e-con-boxed e-con e-parent\" data-id=\"27b31edb\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-4de98680 e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"4de98680\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInLeft&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-39ab8fa e-con-full e-flex e-con e-child\" data-id=\"39ab8fa\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5eb7fb38 elementor-widget elementor-widget-heading\" data-id=\"5eb7fb38\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">IN FOCUS 1<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c49876d elementor-widget elementor-widget-heading\" data-id=\"5c49876d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">AI Infrastructure Expansion Boosts Copper Demand and Mining Profits\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3520bbe9 elementor-widget elementor-widget-text-editor\" data-id=\"3520bbe9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Rapid AI infrastructure expansion is driving strong copper demand as large data centers, cloud platforms and high-performance computing capacity continue to scale. Demand for copper foil, high-speed copper cables, connectors and related materials is rising, alongside sustained copper consumption in electronics and energy storage. Coupled with improving global mfg. PMI, tight refined copper supply-demand conditions are keeping copper prices elevated and supporting strong mining earnings.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e9a4e26 e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"e9a4e26\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInRight&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-fe2fb06 e-con-full e-flex e-con e-child\" data-id=\"fe2fb06\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-297459c0 elementor-widget elementor-widget-heading\" data-id=\"297459c0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">IN FOCUS 2<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2af91d0c elementor-widget elementor-widget-heading\" data-id=\"2af91d0c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Cooling Inflation and Jobs Ease Fed Hike Expectations, Favoring Range Trading in Gold\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-15f13ca5 elementor-widget elementor-widget-text-editor\" data-id=\"15f13ca5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Gold has fallen nearly 30% from its YTD high of US$5,599\/oz to US$4,000\/oz, mainly reflecting a shift in rate-futures pricing from Fed cuts to hikes this year. However, with U.S. inflation easing and employment cooling, expectations for further Fed hikes by year-end have declined. Rate futures now imply at most one 25 bps hike, with a possibility of no hike. Headwinds for gold are therefore fading. Recent liquidity provision by the U.S. Treasury has also pushed U.S. real yields lower and weakened the dollar. As the dollar typically moves inversely with most commodities, gold prices have rebounded.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-716c4c7f e-flex e-con-boxed e-con e-parent\" data-id=\"716c4c7f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-70922362 elementor-widget elementor-widget-heading\" data-id=\"70922362\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\"><a href=\"#top\">^ Back to Top<\/a><\/p>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-59d1b613 e-flex e-con-boxed e-con e-parent\" data-id=\"59d1b613\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6337b7e8 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"6337b7e8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1e9732d8 e-flex e-con-boxed e-con e-child\" data-id=\"1e9732d8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1edefe98 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"1edefe98\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm elementor-animation-shrink\" href=\"https:\/\/www.kgieworld.sg\/securities\/resources\/ck\/files\/docs\/Weekly%20Securities%20Newsletter\/KGI_Global%20Markets%20Weekly%20Kickstart_24%20Aug_2026_Client.pdf\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">READ FULL REPORT<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2f58e83f elementor-align-center elementor-widget elementor-widget-button\" data-id=\"2f58e83f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm elementor-animation-shrink\" href=\"https:\/\/www.kgieworld.sg\/securities\/contact-us\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">CONTACT US TO FIND OUT MORE<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-636800f9 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"636800f9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>U.S.-Iran Tensions Resurface, Fueling Equity Volatility and Pressuring Tech. The 60-day U.S.-Iran ceasefire expired without further negotiations, prompting Trump to take a tougher stance while the Strait of Hormuz remains partially blockaded. U.S. Vice President Vance said: 1) the U.S. will no longer pursue intensive strikes and does not expect a swift ceasefire; 2) the priority has shifted to stabilizing U.S. oil prices rather than reopening the Strait of Hormuz; and 3) preventing Iran from obtaining nuclear weapons remains a strategic, but not immediate, priority. This suggests economic containment may replace military strikes, pushing global oil prices higher. The U.S. 30Y Treasury yield rose to 5.3%, the highest since 2007, while the 10Y yield reached its highest since Jan 2025. Meanwhile, heavy debt issuance by tech giants to fund AI capex has increased valuation-reset and rebalancing risks for growth stocks. High-valuation tech and semiconductor stocks sold off sharply, driving greater global equity volatility.<\/p>\n","protected":false},"author":17,"featured_media":93725,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"footnotes":""},"categories":[35],"tags":[],"class_list":["post-93724","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-global-markets-weekly-updates"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.1.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"U.S.-Iran Tensions Resurface, Fueling Equity Volatility and Pressuring Tech. The 60-day U.S.-Iran ceasefire expired without further negotiations, prompting Trump to take a tougher stance while the Strait of Hormuz remains partially blockaded. U.S. Vice President Vance said: 1) the U.S. will no longer pursue intensive strikes and does not expect a swift ceasefire; 2) the priority has shifted to stabilizing U.S. oil prices rather than reopening the Strait of Hormuz; and 3) preventing Iran from obtaining nuclear weapons remains a strategic, but not immediate, priority. This suggests economic containment may replace military strikes, pushing global oil prices higher. The U.S. 30Y Treasury yield rose to 5.3%, the highest since 2007, while the 10Y yield reached its highest since Jan 2025. Meanwhile, heavy debt issuance by tech giants to fund AI capex has increased valuation-reset and rebalancing risks for growth stocks. High-valuation tech and semiconductor stocks sold off sharply, driving greater global equity volatility.\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Enya Tan\"\/>\n\t<meta name=\"keywords\" content=\"global markets weekly updates\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-26-august-2026\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 5.0.1.1\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"KGI Singapore Research \u2022 Singapore&#039;s leading broker offering Futures, FX, Equities and Wealth Management.\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"Weekly Securities Newsletter: 26 August 2026 \u2022 KGI Singapore Research\" \/>\n\t\t<meta property=\"og:description\" content=\"U.S.-Iran Tensions Resurface, Fueling Equity Volatility and Pressuring Tech. The 60-day U.S.-Iran ceasefire expired without further negotiations, prompting Trump to take a tougher stance while the Strait of Hormuz remains partially blockaded. U.S. Vice President Vance said: 1) the U.S. will no longer pursue intensive strikes and does not expect a swift ceasefire; 2) the priority has shifted to stabilizing U.S. oil prices rather than reopening the Strait of Hormuz; and 3) preventing Iran from obtaining nuclear weapons remains a strategic, but not immediate, priority. This suggests economic containment may replace military strikes, pushing global oil prices higher. The U.S. 30Y Treasury yield rose to 5.3%, the highest since 2007, while the 10Y yield reached its highest since Jan 2025. Meanwhile, heavy debt issuance by tech giants to fund AI capex has increased valuation-reset and rebalancing risks for growth stocks. High-valuation tech and semiconductor stocks sold off sharply, driving greater global equity volatility.\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-26-august-2026\/\" \/>\n\t\t<meta property=\"og:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<meta property=\"og:image:secure_url\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2026-08-26T00:00:52+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2026-08-26T00:42:10+00:00\" \/>\n\t\t<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/KGIAsiaSingapore\/\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"Weekly Securities Newsletter: 26 August 2026 \u2022 KGI Singapore Research\" \/>\n\t\t<meta name=\"twitter:description\" content=\"U.S.-Iran Tensions Resurface, Fueling Equity Volatility and Pressuring Tech. The 60-day U.S.-Iran ceasefire expired without further negotiations, prompting Trump to take a tougher stance while the Strait of Hormuz remains partially blockaded. U.S. Vice President Vance said: 1) the U.S. will no longer pursue intensive strikes and does not expect a swift ceasefire; 2) the priority has shifted to stabilizing U.S. oil prices rather than reopening the Strait of Hormuz; and 3) preventing Iran from obtaining nuclear weapons remains a strategic, but not immediate, priority. This suggests economic containment may replace military strikes, pushing global oil prices higher. The U.S. 30Y Treasury yield rose to 5.3%, the highest since 2007, while the 10Y yield reached its highest since Jan 2025. Meanwhile, heavy debt issuance by tech giants to fund AI capex has increased valuation-reset and rebalancing risks for growth stocks. High-valuation tech and semiconductor stocks sold off sharply, driving greater global equity volatility.\" \/>\n\t\t<meta name=\"twitter:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<script type=\"application\/ld+json\" class=\"aioseo-schema\">\n\t\t\t{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"BlogPosting\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-26-august-2026\\\/#blogposting\",\"name\":\"Weekly Securities Newsletter: 26 August 2026 \\u2022 KGI Singapore Research\",\"headline\":\"Weekly Securities Newsletter: 26 August 2026\",\"author\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/enya-tankgi-com\\\/#author\"},\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2026\\\/08\\\/Screenshot-2026-08-25-at-1.28.09-PM.png?wsr\",\"width\":1048,\"height\":587},\"datePublished\":\"2026-08-26T08:00:52+08:00\",\"dateModified\":\"2026-08-26T08:42:10+08:00\",\"inLanguage\":\"en-US\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-26-august-2026\\\/#webpage\"},\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-26-august-2026\\\/#webpage\"},\"articleSection\":\"Global Markets Weekly Updates\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-26-august-2026\\\/#breadcrumblist\",\"itemListElement\":[{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/global-markets-weekly-updates\\\/#listItem\",\"name\":\"Global Markets Weekly Updates\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/global-markets-weekly-updates\\\/#listItem\",\"position\":2,\"name\":\"Global Markets Weekly Updates\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/global-markets-weekly-updates\\\/\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-26-august-2026\\\/#listItem\",\"name\":\"Weekly Securities Newsletter: 26 August 2026\"},\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"name\":\"Home\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-26-august-2026\\\/#listItem\",\"position\":3,\"name\":\"Weekly Securities Newsletter: 26 August 2026\",\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/global-markets-weekly-updates\\\/#listItem\",\"name\":\"Global Markets Weekly Updates\"}}]},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\",\"name\":\"KGI Research Singapore\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"email\":\"info.sg@kgi.com\",\"telephone\":\"+6562021188\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2026\\\/08\\\/KGI-Logo_with-text.png?wsr\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-26-august-2026\\\/#organizationLogo\",\"width\":1080,\"height\":1080},\"image\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-26-august-2026\\\/#organizationLogo\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/KGIAsiaSingapore\\\/\",\"https:\\\/\\\/www.youtube.com\\\/@KGISecuritiesSingapore\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/kgisingapore\\\/\",\"https:\\\/\\\/www.investsg.asia\\\/users\\\/kgisingapore\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/enya-tankgi-com\\\/#author\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/enya-tankgi-com\\\/\",\"name\":\"Enya Tan\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-26-august-2026\\\/#authorImage\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/4f09a39c9a5aa4debb9941c1ec24d69ad141e38f63db32b2779cc8567ab1f843?s=96&d=mm&r=g\",\"width\":96,\"height\":96,\"caption\":\"Enya Tan\"}},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-26-august-2026\\\/#webpage\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-26-august-2026\\\/\",\"name\":\"Weekly Securities Newsletter: 26 August 2026 \\u2022 KGI Singapore Research\",\"description\":\"U.S.-Iran Tensions Resurface, Fueling Equity Volatility and Pressuring Tech. The 60-day U.S.-Iran ceasefire expired without further negotiations, prompting Trump to take a tougher stance while the Strait of Hormuz remains partially blockaded. U.S. Vice President Vance said: 1) the U.S. will no longer pursue intensive strikes and does not expect a swift ceasefire; 2) the priority has shifted to stabilizing U.S. oil prices rather than reopening the Strait of Hormuz; and 3) preventing Iran from obtaining nuclear weapons remains a strategic, but not immediate, priority. This suggests economic containment may replace military strikes, pushing global oil prices higher. The U.S. 30Y Treasury yield rose to 5.3%, the highest since 2007, while the 10Y yield reached its highest since Jan 2025. Meanwhile, heavy debt issuance by tech giants to fund AI capex has increased valuation-reset and rebalancing risks for growth stocks. High-valuation tech and semiconductor stocks sold off sharply, driving greater global equity volatility.\",\"inLanguage\":\"en-US\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-26-august-2026\\\/#breadcrumblist\"},\"author\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/enya-tankgi-com\\\/#author\"},\"creator\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/enya-tankgi-com\\\/#author\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2026\\\/08\\\/Screenshot-2026-08-25-at-1.28.09-PM.png?wsr\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-26-august-2026\\\/#mainImage\",\"width\":1048,\"height\":587},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-26-august-2026\\\/#mainImage\"},\"datePublished\":\"2026-08-26T08:00:52+08:00\",\"dateModified\":\"2026-08-26T08:42:10+08:00\"},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"name\":\"KGI Singapore Research\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"inLanguage\":\"en-US\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"}}]}\n\t\t<\/script>\n\t\t<!-- All in One SEO -->\n\n","aioseo_head_json":{"title":"Weekly Securities Newsletter: 26 August 2026 \u2022 KGI Singapore Research","description":"U.S.-Iran Tensions Resurface, Fueling Equity Volatility and Pressuring Tech. The 60-day U.S.-Iran ceasefire expired without further negotiations, prompting Trump to take a tougher stance while the Strait of Hormuz remains partially blockaded. U.S. Vice President Vance said: 1) the U.S. will no longer pursue intensive strikes and does not expect a swift ceasefire; 2) the priority has shifted to stabilizing U.S. oil prices rather than reopening the Strait of Hormuz; and 3) preventing Iran from obtaining nuclear weapons remains a strategic, but not immediate, priority. This suggests economic containment may replace military strikes, pushing global oil prices higher. The U.S. 30Y Treasury yield rose to 5.3%, the highest since 2007, while the 10Y yield reached its highest since Jan 2025. Meanwhile, heavy debt issuance by tech giants to fund AI capex has increased valuation-reset and rebalancing risks for growth stocks. High-valuation tech and semiconductor stocks sold off sharply, driving greater global equity volatility.","canonical_url":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-26-august-2026\/","robots":"max-image-preview:large","keywords":"global markets weekly updates","webmasterTools":{"miscellaneous":""},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"BlogPosting","@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-26-august-2026\/#blogposting","name":"Weekly Securities Newsletter: 26 August 2026 \u2022 KGI Singapore Research","headline":"Weekly Securities Newsletter: 26 August 2026","author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/enya-tankgi-com\/#author"},"publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-25-at-1.28.09-PM.png?wsr","width":1048,"height":587},"datePublished":"2026-08-26T08:00:52+08:00","dateModified":"2026-08-26T08:42:10+08:00","inLanguage":"en-US","mainEntityOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-26-august-2026\/#webpage"},"isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-26-august-2026\/#webpage"},"articleSection":"Global Markets Weekly Updates"},{"@type":"BreadcrumbList","@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-26-august-2026\/#breadcrumblist","itemListElement":[{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","position":1,"name":"Home","item":"https:\/\/www.kgieworld.sg\/research","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/global-markets-weekly-updates\/#listItem","name":"Global Markets Weekly Updates"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/global-markets-weekly-updates\/#listItem","position":2,"name":"Global Markets Weekly Updates","item":"https:\/\/www.kgieworld.sg\/research\/category\/global-markets-weekly-updates\/","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-26-august-2026\/#listItem","name":"Weekly Securities Newsletter: 26 August 2026"},"previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","name":"Home"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-26-august-2026\/#listItem","position":3,"name":"Weekly Securities Newsletter: 26 August 2026","previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/global-markets-weekly-updates\/#listItem","name":"Global Markets Weekly Updates"}}]},{"@type":"Organization","@id":"https:\/\/www.kgieworld.sg\/research\/#organization","name":"KGI Research Singapore","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","url":"https:\/\/www.kgieworld.sg\/research\/","email":"info.sg@kgi.com","telephone":"+6562021188","logo":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/08\/KGI-Logo_with-text.png?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-26-august-2026\/#organizationLogo","width":1080,"height":1080},"image":{"@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-26-august-2026\/#organizationLogo"},"sameAs":["https:\/\/www.facebook.com\/KGIAsiaSingapore\/","https:\/\/www.youtube.com\/@KGISecuritiesSingapore","https:\/\/www.linkedin.com\/company\/kgisingapore\/","https:\/\/www.investsg.asia\/users\/kgisingapore\/"]},{"@type":"Person","@id":"https:\/\/www.kgieworld.sg\/research\/author\/enya-tankgi-com\/#author","url":"https:\/\/www.kgieworld.sg\/research\/author\/enya-tankgi-com\/","name":"Enya Tan","image":{"@type":"ImageObject","@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-26-august-2026\/#authorImage","url":"https:\/\/secure.gravatar.com\/avatar\/4f09a39c9a5aa4debb9941c1ec24d69ad141e38f63db32b2779cc8567ab1f843?s=96&d=mm&r=g","width":96,"height":96,"caption":"Enya Tan"}},{"@type":"WebPage","@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-26-august-2026\/#webpage","url":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-26-august-2026\/","name":"Weekly Securities Newsletter: 26 August 2026 \u2022 KGI Singapore Research","description":"U.S.-Iran Tensions Resurface, Fueling Equity Volatility and Pressuring Tech. The 60-day U.S.-Iran ceasefire expired without further negotiations, prompting Trump to take a tougher stance while the Strait of Hormuz remains partially blockaded. U.S. Vice President Vance said: 1) the U.S. will no longer pursue intensive strikes and does not expect a swift ceasefire; 2) the priority has shifted to stabilizing U.S. oil prices rather than reopening the Strait of Hormuz; and 3) preventing Iran from obtaining nuclear weapons remains a strategic, but not immediate, priority. This suggests economic containment may replace military strikes, pushing global oil prices higher. The U.S. 30Y Treasury yield rose to 5.3%, the highest since 2007, while the 10Y yield reached its highest since Jan 2025. Meanwhile, heavy debt issuance by tech giants to fund AI capex has increased valuation-reset and rebalancing risks for growth stocks. High-valuation tech and semiconductor stocks sold off sharply, driving greater global equity volatility.","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-26-august-2026\/#breadcrumblist"},"author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/enya-tankgi-com\/#author"},"creator":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/enya-tankgi-com\/#author"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-25-at-1.28.09-PM.png?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-26-august-2026\/#mainImage","width":1048,"height":587},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-26-august-2026\/#mainImage"},"datePublished":"2026-08-26T08:00:52+08:00","dateModified":"2026-08-26T08:42:10+08:00"},{"@type":"WebSite","@id":"https:\/\/www.kgieworld.sg\/research\/#website","url":"https:\/\/www.kgieworld.sg\/research\/","name":"KGI Singapore Research","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","inLanguage":"en-US","publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"}}]},"og:locale":"en_US","og:site_name":"KGI Singapore Research \u2022 Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","og:type":"article","og:title":"Weekly Securities Newsletter: 26 August 2026 \u2022 KGI Singapore Research","og:description":"U.S.-Iran Tensions Resurface, Fueling Equity Volatility and Pressuring Tech. The 60-day U.S.-Iran ceasefire expired without further negotiations, prompting Trump to take a tougher stance while the Strait of Hormuz remains partially blockaded. U.S. Vice President Vance said: 1) the U.S. will no longer pursue intensive strikes and does not expect a swift ceasefire; 2) the priority has shifted to stabilizing U.S. oil prices rather than reopening the Strait of Hormuz; and 3) preventing Iran from obtaining nuclear weapons remains a strategic, but not immediate, priority. This suggests economic containment may replace military strikes, pushing global oil prices higher. The U.S. 30Y Treasury yield rose to 5.3%, the highest since 2007, while the 10Y yield reached its highest since Jan 2025. Meanwhile, heavy debt issuance by tech giants to fund AI capex has increased valuation-reset and rebalancing risks for growth stocks. High-valuation tech and semiconductor stocks sold off sharply, driving greater global equity volatility.","og:url":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-26-august-2026\/","og:image":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr","og:image:secure_url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr","article:published_time":"2026-08-26T00:00:52+00:00","article:modified_time":"2026-08-26T00:42:10+00:00","article:publisher":"https:\/\/www.facebook.com\/KGIAsiaSingapore\/","twitter:card":"summary","twitter:title":"Weekly Securities Newsletter: 26 August 2026 \u2022 KGI Singapore Research","twitter:description":"U.S.-Iran Tensions Resurface, Fueling Equity Volatility and Pressuring Tech. The 60-day U.S.-Iran ceasefire expired without further negotiations, prompting Trump to take a tougher stance while the Strait of Hormuz remains partially blockaded. U.S. Vice President Vance said: 1) the U.S. will no longer pursue intensive strikes and does not expect a swift ceasefire; 2) the priority has shifted to stabilizing U.S. oil prices rather than reopening the Strait of Hormuz; and 3) preventing Iran from obtaining nuclear weapons remains a strategic, but not immediate, priority. This suggests economic containment may replace military strikes, pushing global oil prices higher. The U.S. 30Y Treasury yield rose to 5.3%, the highest since 2007, while the 10Y yield reached its highest since Jan 2025. Meanwhile, heavy debt issuance by tech giants to fund AI capex has increased valuation-reset and rebalancing risks for growth stocks. High-valuation tech and semiconductor stocks sold off sharply, driving greater global equity volatility.","twitter:image":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr"},"aioseo_meta_data":{"post_id":"93724","title":"#post_title #separator_sa #site_title","description":"#post_excerpt","keywords":null,"keyphrases":{"focus":[],"additional":[]},"primary_term":null,"canonical_url":null,"og_title":null,"og_description":null,"og_object_type":"default","og_image_type":"default","og_image_url":null,"og_image_width":null,"og_image_height":null,"og_image_custom_url":null,"og_image_custom_fields":null,"og_video":"","og_custom_url":null,"og_article_section":null,"og_article_tags":null,"twitter_use_og":false,"twitter_card":"default","twitter_image_type":"default","twitter_image_url":null,"twitter_image_custom_url":null,"twitter_image_custom_fields":null,"twitter_title":null,"twitter_description":null,"schema":{"blockGraphs":[],"customGraphs":[],"default":{"data":{"Article":[],"Course":[],"Dataset":[],"FAQPage":[],"Movie":[],"Person":[],"Product":[],"ProductReview":[],"Car":[],"Recipe":[],"Service":[],"SoftwareApplication":[],"WebPage":[]},"graphName":"BlogPosting","isEnabled":true},"graphs":[]},"schema_type":"default","schema_type_options":null,"pillar_content":false,"robots_default":true,"robots_noindex":false,"robots_noarchive":false,"robots_nosnippet":false,"robots_nofollow":false,"robots_noimageindex":false,"robots_noodp":false,"robots_notranslate":false,"robots_max_snippet":"-1","robots_max_videopreview":"-1","robots_max_imagepreview":"large","priority":null,"frequency":"default","local_seo":null,"breadcrumb_settings":null,"limit_modified_date":false,"ai":{"faqs":[],"keyPoints":[],"schemas":[],"titles":[],"descriptions":[],"socialPosts":{"email":{"subject":"","preview":"","content":""},"linkedin":[],"twitter":[],"facebook":[],"instagram":[]}},"created":"2026-08-25 05:08:30","updated":"2026-08-26 00:42:10","seo_analyzer_scan_date":null,"focus_keyword":null,"additional_keywords":null,"truseo_locale":null},"_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/93724","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=93724"}],"version-history":[{"count":6,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/93724\/revisions"}],"predecessor-version":[{"id":93731,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/93724\/revisions\/93731"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/93725"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=93724"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=93724"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=93724"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}