Ben Paul
SENIOR CORRESPONDENT
Ben Paul joined The Business Times in 2020, after nearly three decades of covering financial markets as an analyst and journalist. He writes and produces the BT’s Mark To Market column and podcast.
From butter to guns: Why defence stocks are outperforming the S&P 500
If the new dual-listing bridge attracts companies that fail to perform, it may erode rather than enhance the vibrancy of the Singapore market
SpaceX’s IPO may hold lessons for Singapore
When companies go public, their founders and managers should communicate a big vision rather than a plan to just deliver incremental gains
Are CEOs paid too much? An NUS study offers insights that hopefully changes more than rules
Investors should look out for the shortcomings in remuneration practices highlighted by the study in the companies in which they own shares
S-Reits pursuing growth as Iran war escalates risk poorly timed equity raising exercises
A greater focus on value unlocking moves versus acquisitions could go a long way in sustaining investor enthusiasm
MAS should require EQDP fund managers to express their views, flex shareholder power
An alignment of interests with minority investors could be a more constructive motivating force for IDs than their vaunted independence
Iran war may hasten Reits’ waning popularity
A more hawkish tone from the Fed this week could further weaken sentiment towards real estate investment trusts
Iran war: Soaring oil price will be a key driver of Fed policy; opportunities, risks for investors
While even the price of gold fell last week, shares of Big Oil companies sustained their upward momentum
Citrini’s dystopian AI narrative may be wrong, but it could catalyse deeper thinking, policy change
The research firm imagined a tax on the use of AI, and the establishment of a public claim on the returns from AI infrastructure
DBS, OCBC, UOB may grab attention as Fed shifts stance, copes with new tariff uncertainty
Even if interest rates are bottoming, the normalisation of net interest margins at the three banks may continue through 2026
How to invest in the Year of the Fire Horse
Investors should be prepared to ride the momentum wherever it unfolds in 2026, and change horses when necessary