Скачать или смотреть 2025 Year in Review: Singapore’s "Hollow Boom" – Who is Actually Making Money?

Singapore's economy posted 4% growth in 2025, but for the average resident and SME owner, it feels like a recession. This video investigates the "Vibecession"—a disconnect where AI and Banks (the "Upper K") thrive while local businesses face a 47% surge in insolvencies. We break down the K-Shaped recovery, the risks of "Singapore Washing" in the US-China trade war, and why the Johor-Singapore SEZ is the new economic lifeboat for 2026.

Timestamps
00:00 - Intro: The "Golden Lifeboat" vs. Reality
01:04 - What is a "Vibecession"? (GDP vs. Mood)
01:34 - The Hollow Boom: AI Server Farms & Pharma
02:32 - The $109,500 COE: Symbol of the Squeeze
02:54 - K-Shaped Recovery: A Tale of Two Markets
03:31 - The Winners: DBS & The Wealth Fortress
04:00 - The Losers: The SME Insolvency Crisis (+47%)
04:21 - Geopolitics: The "Switzerland of the East" Risk
05:00 - "Singapore Washing": The US Tariff Threat
05:30 - The Great Escape: The Johor-Singapore SEZ Strategy
06:15 - 2026 Outlook: Survival over Growth
06:33 - Investment Thesis: Buying Defensive Yields (NetLink, Sheng Siong)
Analysis generated by AI; Visuals & Audio via NotebookLM.
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