Iran war is “over” – How would I invest $1 million today for the recovery? Buy bank stocks, AI, REITs?

Well, in case you missed it – the Iran war is “over”.

For stock markets, the Iran war being “over” has been all but priced in since Trump chickened out in early April.

But this week, with the signing of the MOU, oil markets finally got the memo.

And yet because oil price has been high for so long, markets have shifted from pricing in rate cuts at the start of the year, to now pricing in rate hikes.

With big implications for markets.

So… with all that is in play, how would I invest $1 million today?

It’s been ages since I’ve done a no holds barred macro piece tying into how to invest my own portfolio.

Exactly what I wanted to do today.

https://financialhorse.com/iran-war-is-over-how-would-i-invest-1-million-today-for-the-recovery-buy-bank-stocks-ai-reits/

Why you should put S$1 into SRS before 1 July — Before the Retirement Age rises to 64

On 1 July 2026, Singapore’s statutory retirement age increases from 63 to 64.

Your SRS withdrawal age – the age at which you can access your SRS savings without penalty – is fixed at the statutory retirement age prevailing at the time of your first contribution.

From 1 July 2026, that age becomes 64.

In plain English – if you open an SRS account and contribute a minimum of S$1 by 30 June 2026, you lock in the current withdrawal age of 63 – for life.

That gives you penalty-free access to your SRS savings a full year earlier, regardless of when you actually start contributing in earnest.

For $1, I think that’s a no brainer.

In this article, I wanted to discuss how the SRS works, why the withdrawal age lock-in matters, and why I think the S$1 top-up before the deadline is worth doing even if you have no immediate plans to use the SRS.

https://financialhorse.com/why-you-should-put-s1-into-srs-before-1-july-before-the-retirement-age-rises-to-64/

SGX shares Doubled in 2 years — Better buy than DBS Bank today?

Singapore Exchange (SGX) shares are absolutely on fire.

This stock has more than doubled over the past 2 years – outperforming even DBS Bank.

Some of you have asked me for my views on SGX stock.

So I wanted to take a closer look in today’s article.

Is SGX a better buy than DBS Bank?

https://financialhorse.com/sgx-shares-doubled-in-2-years-better-buy-than-dbs-bank-today/

This week’s top reads from The Straits Times, June 20, 2026

https://str.sg/EYA6

Cerebras vs. SpaceX: Which Is the Better AI IPO Stock to Buy and Hold for the Next 10 Years?
https://finance.yahoo.com/technology/ai/articles/cerebras-vs-spacex-better-ai-124300908.html

Kevin Warsh is already changing the Fed's vibe
https://finance.yahoo.com/markets/article/the-feds-warsh-era-clearly-has-a-new-vibe--and-thats-not-all-bad-for-investors-110147708.html

Trump's deal gets major blowback from everyone — except markets
https://finance.yahoo.com/markets/article/trumps-iran-deal-is-getting-major-blowback-from-everyone-except-the-markets-181657742.html

Iran says Hormuz is closed again as fighting flares
https://finance.yahoo.com/energy/articles/iran-says-hormuz-closed-again-as-talks-with-us-set-to-open-154814863.html

While You Were Sleeping: 5 stories you might have missed, June 21, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-june-21-2026

Morning Briefing: Top stories from The Straits Times on June 21, 2026

https://str.sg/FJaC

Copper wires are quietly becoming an AI problem. Photonics is the fix, and a new ETF is betting on it [Premium]: https://finbiteinsights.substack.com/p/a-new-etf-to-bet-on-ai-photonics

SingPost was once the kind of stock every Singapore investor knew. You bought stamps, you sent letters, and somewhere in the background the stock quietly paid you a dividend.

That was 10 years ago. The stock is down 80% since then.
S$1.59 in June 2016. S$0.33 today. A decade of dividends cannot come close to offsetting that kind of capital destruction.

So what went wrong? And more importantly — can it ever recover?
https://drwealth.com/singpost-down-80-in-the-last-10-years-can-it-ever-recover/

Three of China's hottest stocks. All down 30 to 50% from their peaks. All still growing revenues aggressively. So are they cheap now? Read more:
https://growthdragons.substack.com/p/xiaomi-pop-mart-laopu-gold-from-highflyers

The government is deploying S$6.5 billion into Singapore stocks. 5 new funds just launched to capture that wave.

But which one actually belongs in your portfolio?

If you already hold a lot of bank stocks or STI ETF, the answer isn't the one with the most DBS and OCBC. It's the one that adds what you don't already have.

Read more: https://drwealth.com/5-new-eqdp-singapore-equity-funds-how-different-are-they/

In a single week the market got tested by three major events, namely Trump's Iran peace deal, Kevin Warsh's first meeting as the new Fed chair, and SpaceX's IPO, the biggest in history. Here's what each one means for the markets: https://finbiteinsights.substack.com/p/markets-cleared-the-iran-peace-deal

What happened in China this week:

1. MSCI China entered bear market territory, falling 20% from its October 2025 peak.

2. Meanwhile the AI-heavy STAR 50 and ChiNext indices kept surging, gaining more than 9% in this week alone.

3. That AI wins, others lose dynamic played out in dramatic fashion. Optical networking firm Innolight overtook Moutai in market cap for the first time.

4. In Hong Kong, Zhipu AI and Kingboard Laminates surged 85% and 29% respectively in a single week.

5. PCB direct imaging equipment maker CFMEE wants to ride the AI wave with a Hong Kong listing, looking to raise up to HK$3.2 billion.

6. Yum China is buying the Pizza Hut China brand outright for US$1.2 billion. No more royalty fees. Full control.

For more insights, read [Premium]: https://growthdragons.substack.com/p/growth-dragons-weekly-ai-stocks-soar

Evening Update: Today’s headlines from The Straits Times on June 21, 2026

https://str.sg/FaUq

Oil glut bets back in play as crude sinks after US-Iran deal
https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-glut-bets-back-play-crude-sinks-after-us-iran-deal

Soaring profits in emerging markets build the case for a raging bull market
https://www.businesstimes.com.sg/companies-markets/soaring-profits-emerging-markets-build-case-raging-bull-market

Ray-Ban heir escalates fight for control of family fortune
https://www.businesstimes.com.sg/companies-markets/ray-ban-heir-escalates-fight-control-family-fortune

Italian PM Meloni’s G7 photo spat with Trump shows readiness to risk a bigger fight
https://www.businesstimes.com.sg/international/italian-pm-melonis-g7-photo-spat-trump-shows-readiness-risk-bigger-fight