Singapore equities

HOCK LOCK SIEW

Can ST Engineering aspire to challenge DBS to be king of the local bourse?

Growing leading companies outside the banking sector will make the local stock market more vibrant

Workers displaced by AI could create new businesses, pursue artistic interests, set up social enterprises or launch community initiatives.
SENSE & CENTS

Scenario of AI-driven jobless economic growth need not scare investors and society

Singapore can win in the age of artificial intelligence, and this will benefit local equities

During World Cup years, the Straits Times Index has historically outperformed US and global equities.
BROKERS’ TAKE

AI predictions, consumer plays: Analysts offer SGX playbook for World Cup 2026

The recommendations go beyond the standard sportswear and beer bumps to feature less-obvious winners

Fears of the AI rally overheating have led to tech stocks taking a hit globally.

Tech rout sweeps Asia as AI rally jitters spark sell-off

The Kospi sinks 8.3%, led by steep losses in chipmakers

The Straits Times Index fell about 1% within the first 20 minutes of trading to about 5,086 points.

Singapore stocks slide as Iran ceasefire wavers, Fed rate hike fears grow

STI down 1%; DBS leads decline, dropping 1.3% to wipe out S$2.3 billion in market value

The broader Singapore market has enjoyed a much-needed uplift, riding a wave of renewed optimism and foreign inflows.
UNCOVERING THE SINGAPORE BOURSE

The S$6.5 billion mandate: How fund managers are shaking up Singapore equities

AR Capital’s blueprint differs from those of larger peers; Lion Global Investors scales up an established approach

Lam Min Hwui (left), investment director at AR Capital and lead analyst of the "AR Majulah SG Fund" and Millicent Lai, executive director for investment.

AR Capital to target AI beneficiaries, ‘dividend growers’ in new EQDP fund

Company says it stands out from the pack by having global analysts and fund managers work as a single integrated team

Codifying rules on investor relations may result in generic disclosures and box-ticking, rather than meaningful communication and engagement, says the writer.
THE SHARPE EDGE

Investor engagement: A road paved with good intentions, but where is it going?

Issuers should have some flexibility to explain their approach in a principles-based manner

The traditional "sell in May" narrative, which historically has only a 27% chance of yielding positive returns for the STI, is effectively a coin toss this year, says DBS.
BROKERS’ TAKE

DBS bets on AI, value stocks with STI set for choppy recovery

Forecast hinges on a base-case scenario where US-Iran talks yield a deal in Q2 and Strait of Hormuz opens by June

What can MAS and SGX do to keep home-grown tech-oriented companies in the local market?

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...