Selective momentum defines 1H2026 as liquidity stays tight, large caps lead, and investors focus on technically strong stocks with clear catalysts rather than broad market or sector rallies. The local equity market enters 1H2026 with confidence, but not comfort. Momentum is real, yet participation is narrow. Liquidity remains tight as capital is absorbed by a … Continue reading Momentum Over Breadth: How Selective Leadership Shapes 1H2026