MAS review group

HOCK LOCK SIEW

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 said a review of the Code of Corporate Governance is under way to place more emphasis on shareholder value creation and investor engagement.
MARK TO MARKET

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

The  iEdge S-Reit Index has delivered a total return of less than 4% since the beginning of 2020, while the STI has returned 97.1%.
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

Anthropic says it could lose “multiple billions of dollars” in revenue this year from its fallout with the US government.
HOCK LOCK SIEW

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

The Monetary Authority of Singapore (MAS) and the Singapore Exchange (SGX) have launched the Value Unlock programme to help companies strengthen investor engagement.

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.

Japan and Korea have a significant share of companies that report persistently negative returns. In Singapore, a potential area of concern could be the Catalist board with more than 80 per cent trading below their initial public offer price.

SGX must find ‘sweet spot’ in culling underperforming firms as regional peers tighten curbs: market experts

The challenge lies in balancing market quality with competitiveness, say market observers

Eleanor Seet, president and head of Asia ex-Japan at Amova Asset Management, sees both opportunities and challenges for Singapore’s equities markets over the next five to 10 years.

Amova bets on ‘new Singapore sectors’ as MAS expands EQDP

It believes these industries represent the structural future of the country’s economy

As the Straits Times Index breached the 5,000 mark last week, MAS said the EQDP would be expanded from S$5 billion to S$6.5 billion.
MARK TO MARKET

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

Minister for National Development Chee Hong Tat says: "We are not trying to go for a silver bullet that can, on its own, solve all the problems. There is no magic pill."
MARK TO MARKET

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

MAS deputy chairman Chee Hong Tat says MAS has adopted a framework that allows for greater risk-taking in its review of the equities market.

How to make Singapore equities great again? Step up investor education, says Chee Hong Tat

Guardrails will be put in place where necessary to protect against downside risk, the Monetary Authority of Singapore deputy chairman adds