Commentary
Companies must act as market and regulatory forces align
Large buyers need accurate emissions data to meet their own reporting obligations, and that pressure is cascading down the supply chain
5 key issues confronting investors now
Tariff fears, reshoring and AI bubble among worries for those on both sides of the Pacific
Climate reporting timelines have been extended but progress remains on track
The extra time is not about lowering the bar, but allowing smaller listed companies build the needed capabilities at a more manageable pace
Even after explosive run, European defence stocks may still have firepower left
Increased nationalist spending by governments could mean that valuations of these companies could march higher
How the US market fell from 4th to 41st for returns – and what it means for stocks in 2025
Trump’s vacillations over trade tariffs and the lead taken by non-US stocks could provide opportunities for investors
Singapore’s sovereign wealth investors GIC, Temasek find adaptation potential
Reports by the two suggest that adaptation opportunities are still undervalued, and that it pays to invest early
How to unlock Europe’s super strong stock market year
Always use a benchmark, analyse its components – sector weightings, country weightings, style tilts – and how they intersect
Why Europe will power a big and beautiful 2025 for stocks
European sentiment is much uglier than reality warrants
Building a resilient business collective by empowering SMEs in uncertain times
They provide a livelihood for more vulnerable workers, and are instrumental in the development of local infrastructure and strengthening of community resilience
Issue over HDB rental rate shows need for data integrity
Accurate information will keep our marketplaces fair and transparent, and help people with decision-making
