Mark to Market
What the Iran war means for Reit investors
Market appetite for capital raising exercises has waned with the Iran war. BT senior correspondent Ben Paul explains what this means for Reit sponsors and investors.
SpaceX’s IPO may hold lessons for Singapore
When companies go public, their founders and managers should communicate a big vision rather than a plan to just deliver incremental gains
S-Reits pursuing growth as Iran war escalates risk poorly timed equity raising exercises
A greater focus on value unlocking moves versus acquisitions could go a long way in sustaining investor enthusiasm
MAS should require EQDP fund managers to express their views, flex shareholder power
An alignment of interests with minority investors could be a more constructive motivating force for IDs than their vaunted independence
Iran war may hasten Reits’ waning popularity
A more hawkish tone from the Fed this week could further weaken sentiment towards real estate investment trusts
Iran war: Soaring oil price will be a key driver of Fed policy; opportunities, risks for investors
While even the price of gold fell last week, shares of Big Oil companies sustained their upward momentum
How the Value Unlock push will lift the market
With approximately 120 companies already engaged, the new Value Unlock programme is off to a good start. BT senior correspondent Ben Paul finds out how the new initiative will work.
Citrini’s dystopian AI narrative may be wrong, but it could catalyse deeper thinking, policy change
The research firm imagined a tax on the use of AI, and the establishment of a public claim on the returns from AI infrastructure
DBS, OCBC, UOB may grab attention as Fed shifts stance, copes with new tariff uncertainty
Even if interest rates are bottoming, the normalisation of net interest margins at the three banks may continue through 2026
Positive reaction to market reforms opens door to broader enhancement of growth capital sector
The result could be a bigger pipeline of new listings, and some struggling listed companies going private