Mark to Market
Silent kingmakers: Market index providers are driving public investors into SpaceX and Big AI
This may sustain demand for AI hardware powering the best performing Asian markets, and perhaps lift some of the worst laggards too
Have we become too optimistic about stocks?
With the major banks funnelling resources into their wealth franchises, investors could be about to face an avalanche of sales calls
Marco Polo Marine powers on: A conversation with its CEO
Marco Polo Marine’s CEO Sean Lee talks to BT’s Ben Paul about the group’s pivot to the wind energy sector, imminent corporate action involving its key units, and what current geopolitical tensions mea...
New dynamism: Singapore needs a market index without Reits to support passive flows
ETFs a means of riding market’s revitalisation while neutralising risk of picking the wrong companies, abandoning strong performers too early
Nacho versus Taco: Are these Tex-Mex themes about to give investors in Singapore indigestion?
Mega-cap listing aspirants may draw liquidity away from less exciting companies around the world
Is Jardine C&C likely to be taken private?
Most of its value resides in Jakarta-listed Astra International, while its own parent has secondary listing in Singapore
Power of payouts: A big chunk of the STI has just gone ex-dividend. What’s next?
The big question is whether the core businesses of the STI’s constituents can support its next leg up as the impact of major capital return initiatives wanes
Can SGX draw both Reits and tech stocks?
Two corporate transactions have been quietly telling a bigger story about Singapore’s market this week. One involves a landmark S$3.9 billion deal that puts one of Orchard Road’s most recognisable ass...
Addvalue should rethink value-unlocking move
The business it plans to spin off may garner a lofty valuation on Nasdaq, but its own shares may be plagued by a holding company discount
SGX RegCo stiffens its back with proposal for enhanced disclosures to drive value creation
The frontline market regulator should ask boards for more transparency on their thinking on capital management