MAS review group
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
BlackRock launches Asean equity strategy under EQDP, with a small and mid-cap focus
Half of the portfolio is allocated to Singapore equities, with a focus on small and mid-cap companies
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
SGX RegCo’s disclosure push may strain smaller firms, raise box-ticking risk, analysts warn
Ultimately, how companies approach the exercise will decide if the proposed rules will improve transparency and accountability, they add
‘Boring’ is the new black: The stars are aligning for a Singapore stock market revival
The benchmark Straits Times Index has outperformed the S&P 500 – in both USD and SGD terms – in recent years
Ring the bell: Could Singapore be a victim of its own S-Reit success?
What’s in the pipeline of new Reit listings is a welcome sign. But SGX’s deeper challenge is far harder to solve
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
Will GIC and Temasek’s investments in blacklisted AI firm Anthropic backfire?
Not necessarily; corporate governance – not unconstrained profit – could be the new alpha generator
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.
