Chin Hui Leong

Sales of software-as-a-service firms such as Salesforce have pulled back sharply, as a new breed of agentic AI is seen to encroach upon the territory of established platforms.
A SMART LOOK AT INVESTING

Code is cheap. Trust is not

The durable edge in investing has always been in what is hard to see: trust, relationships, switching costs and institutional knowledge

As investors, we should always ask: Are we reacting to what has happened, or to what we fear might happen?
A SMART LOOK AT INVESTING

The SaaS apocalyse: When fear does the thinking

THE stock market can’t make up its mind. On the one hand, it is fretting over the hundreds of billions of dollars...

Meta Platforms has been transparent about its AI revenue. Its recent earnings briefing showed that AI-powered ad tools generate a US$60 billion annual run rate.
A SMART LOOK AT INVESTING

Four telltale signs of an AI boom or bust

Check if firms are delivering durable revenue streams by looking out for things such as specific dollar figures

The Straits Times Index is off to a strong start this year, surpassing 4,700 for the first time.
A SMART LOOK AT INVESTING

Should you still buy stocks at market highs?

Instead of chasing the next hot tip, focus on your priorities and stay true to your goals

Speed kills portfolios, but patience builds wealth.
A SMART LOOK AT INVESTING

2025’s biggest investing lesson – slow down

It is not about ignoring information but about refusing to let urgency override judgment

The risk of a stock market decline is real. Singapore's STI has experienced falls of 10 per cent or more in eight out of every 10 years.
A SMART LOOK AT INVESTING

The stock market will eventually fall. Here are your options

Your success isn’t measured against the market or your neighbour’s portfolio; it’s measured against your own goals

DBS Research predicted the Straits Times Index could hit 10,000 by 2040, but just 10 companies control 77 per cent of STI's weight.
A SMART LOOK AT INVESTING

STI at 10,000 by 2040: Which companies will do the heavy lifting?

Pretty much the same 10 companies doing it now. The question is if they can continue to do well, doling out steady,...

You need to understand the business first, make your judgment, then use the checklist to confirm you haven’t missed anything crucial.
A SMART LOOK AT INVESTING

The successful investor’s checklist

A good checklist won’t make you Warren Buffett, but it will prevent you from being consistently wrong

Sats, Singapore's ground handling and catering services provider, organised a Capital Markets Day in 2024 to provide deeper insights into strategy.
A SMART LOOK AT INVESTING

What Trump’s semi-annual reporting push really means for investors

It is not the frequency with which results are posted that matter; the real issue is whether one has chosen companies that...

Amazon founder Jeff Bezos embraces the brutal math of innovation. Given a 10% chance of a pay-off of 100 times, you should take that bet every time, he argues, even though you’ll be wrong nine times out of 10.
A SMART LOOK AT INVESTING

From flops to fortune: How tech’s biggest failures create tomorrow’s winners

This holds lessons for patient investors too: today’s billion-dollar write-off may be tomorrow’s trillion-dollar business