R Sivanithy

Wall Street continues climbing to fresh highs despite the ongoing Iran conflict and the very real possibility that sustained high oil prices could reignite inflation.
THINKING ALOUD

Markets are ignoring warning signs

Investors may be willing to buy into the Singapore growth story, but without ample market-wide liquidity, many will hesitate.
THINKING ALOUD

To complement the SGX-Nasdaq listings bridge, should market making be compulsory?

As AGM season gets under way, shareholders planning to attend should make full use of this valuable resource in preparing for those meetings.
THINKING ALOUD

Sias’ questions to listed companies are a valuable resource for all investors

History suggests that when energy costs surge, the consequences rarely remain confined to the pump.
THINKING ALOUD

The growing odds of a US stagflation trap

The new wave of S-chips must have a market cap of at least S$1 billion and raise at least S$200 million or 10% of their market cap.
THINKING ALOUD

The second coming of S-chips is different

Are the market gains seen in February built on durable fundamentals or, to borrow a famous phrase from former US Federal Reserve chairman Alan Greenspan, on “irrational exuberance"?
THINKING ALOUD

Dow at 50,000, STI at 5,000, Singtel at S$5 – what’s next?

Converting policy-driven momentum into a durable ecosystem ought to be underpinned by recognition that markets do not function as theory dictates.
THINKING ALOUD

Why was EQDP necessary in the first place?

 A differentiated approach to governance – accounting for size – would provide smaller companies relief from overly prescriptive requirements designed for larger outfits.
THINKING ALOUD

Should the Code of Corporate Governance be refreshed to complement the EQDP?

The STI is market cap-weighted and therefore heavily influenced by the largest components, namely the three banks, Singtel and property heavyweights.
THINKING ALOUD

Fundamentally weighted indices are worth considering

When it comes to the outlook for 2026, the “known unknowns" far outnumber what is known, says the writer.
THINKING ALOUD

Investors must reckon with unknowns