Charmaine Tan
Finding value beyond the Big Three banks as STI hits record highs
Certain sectors such as property developers and financials stand out as prime beneficiaries
Capture yield via high-quality US dollar bank bonds
They offer a compelling blend of income and resilience amid a complex macroeconomic landscape
Bright spots in industrial, logistics and data centre Reits
Amid macro volatility, investors should focus on well-managed Reits with resilient balance sheets and the capability to capitalise on structural tailwinds
Dividend appeal of Singapore banks remains compelling
Sora is forecast to stay above the pre-pandemic level of 2%, providing a supportive macroeconomic environment for the local lenders
Market fears are overblown
Investors should avoid overreacting to weak US labour numbers and consider the bigger picture
Is it time to load up on S-Reits? Caution is warranted in higher-rate environment
Investors should be selective when investing in them as it is an interest rate-sensitive sector
Will the Federal Reserve cut rates this year?
The sustained increase in inflation cannot be dismissed as a temporary fluctuation
Navigating challenges in US commercial real estate
Higher interest rates and a structural shift in how people work post-pandemic are issues faced by the US office property sector
Downside of investing in the new spot Bitcoin ETFs
Bitcoin has no intrinsic value and is a hotbed for fraudsters and money launderers. Investors should stay away from the new ETFs
Singapore to benefit from upturn in global semiconductor cycle
Various initiatives, including AI developments, are likely to enhance the Republic’s status as a tech hub
