Commentary

COMMENTARY

Why stocks will reward patient bullishness in 2026

Markets should stay positive in 2026, but slower gains and higher volatility lie ahead

Co-living operators fill a clear gap by serving foreign students and foreign professionals working in Singapore.
NEWS ANALYSIS

Co-living operators could thrive even as property curbs, regulations crimp rental market

They offer a way to invest in property and benefit from rental income, without having to deal with the restraints on short to mid-term stays

Creative Technology's Zen line of MP3 players once enjoyed a strong foothold in Singapore and Asia.
COMMENTARY

Creative’s new CEO is no Sim Wong Hoo – but he shouldn’t strive to be

New chief Sim Li Ern’s main task is to convince investors that the company still has viable businesses

No matter what you foresee for 2026 stocks, this tactic won’t help you.
COMMENTARY

‘Buy the dip’ might be the worst advice you’ve ever heard

In both bull and bear markets, this tactic might be hazardous to investors

Beyond climate reporting, the market can also drive broader corporate governance reforms.
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

Should Singapore’s US$1.4 billion in IPO proceeds in the year to Sep 25 – a 40-fold increase over 2024’s full-year total – scare you? No. That jump is a return to health.
COMMENTARY

5 key issues confronting investors now

Tariff fears, reshoring and AI bubble among worries for those on both sides of the Pacific

Sustainability reporting in Singapore has come a long way since it was introduced by SGX in 2016. In 2026, a decade after its introduction, all listed companies will be reporting their Scope 1 and 2 GHG emissions in addition to their climate-related disclosures.
COMMENTARY

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

Between 2005 and 2022, an average of 80% of Germany's defence purchases came from domestic firms.
COMMENTARY

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

The uncertainty surrounding President Donald Trump's trade policies are making funds flee America. Stocks are seeing through the smoke and mirrors, argues the writer.
COMMENTARY

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

Global mitigation efforts have been insufficient so far to keep warming on track to stay below 1.5 deg C, a threshold past which catastrophic climate change becomes significantly more probable.
COMMENTARY

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