5 Singapore Stocks to Watch During the Geopolitical Storm

Core Insights - Rising geopolitical tensions, such as the US-Iran conflict, lead to increased market volatility and higher oil prices, impacting global growth through supply chain disruptions and inflation [1] - Investors are advised to focus on high-quality, defensive stocks that can withstand market uncertainties [2] Company Summaries - Parkway Life REIT (SGX: C2PU): A healthcare REIT with a stable demand for services, it has consistently grown distributions to unit holders since 2007, supported by inflation-linked leases and a low gearing ratio of 33.4% as of December 31, 2025 [3][4] - Singapore Telecommunications Limited (SGX: Z74): As a provider of essential connectivity, Singtel's core operations contribute nearly 80% of revenue and 90% of EBITDA, ensuring stability during macroeconomic shifts [5][6] - Nam Cheong Limited (SGX: 1MZ): Positioned in the offshore energy supply chain, Nam Cheong benefits from elevated oil prices, as oil majors increase capital expenditures, leading to higher day rates and fleet utilization [7][8] - China Sunsine Chemical Holdings Limited (SGX: QES): With a strong balance sheet featuring RMB 2.3 billion in cash and no debt as of December 31, 2025, China Sunsine has maintained regular annual dividends since 2007, allowing it to navigate industry cycles effectively [9][10] - CSE Global Limited (SGX: 544): A growth leader in critical infrastructure, CSE Global operates across 14 countries, benefiting from the expansion of AI and data centers, providing a buffer against regional volatility [11][12]