Mark to Market
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
Time to introduce a Japan, Korea-style value-up programme, to drive Singapore market’s next leg-up
This move may be a crucial part of the ongoing holistic approach to restoring the vibrancy of the local market
What’s up with GIC and Temasek’s performance?
GIC and Temasek’s trailing performance has been a hot topic of discussion in Singapore. Senior correspondent Ben Paul sifts through key issues.
Time for brokers to make bigger contribution to the revitalisation of the Singapore market
Reduced board lot sizes may largely benefit SGX and the brokers; custody accounts could be an opportunity to alleviate frictions of exercising shareholder rights
Will UOB climb higher after its big rebound?
Softer rates are squeezing NIMs at the 3 Singapore banks, but also spurring excitement about the potential for valuations to rise and converge