Stocks

While signs point to an advanced-stage bubble in AI, history shows that there is no exact point at which a bubble bursts under its own weight, the writer notes.

The four ‘O’s that shape a bubble

And what this test tells us about the artificial intelligence wave

Clean-energy stocks are among this year’s best performers across regions, with some players' gains exceeding the rally in US tech heavyweights.

Green stocks are big winners as tech boom drives energy demand

Lower interest rates have also improved the outlook for debt-heavy clean-power counters

An Amazon Web Services AI data centre in the US. As long as companies such as Amazon see AI spending as existential, they will continue to invest, and that will continue to fuel the boom in artificial intelligence, says the writer.

Are we in an AI bubble?

The perspective of an investor and former telecom analyst who witnessed the bursting of the tech bubble in the late 1990s

By sector, more than 20% of these undervalued, high-quality class are industrials, followed by financials and consumer discretionary.
THE BOTTOM LINE

The best time to buy quality stocks is now

It is a generational opportunity in otherwise bubbly markets

Recent valuation fretting is misguided, but good news. False fears add bricks to the “wall of worry” that bull markets legendarily climb.
COMMENTARY

Why you should cheer PE pessimism

Valuations do not predict stocks’ direction as decades of history prove present fears false

The new system will require stocks and bonds to settle within one business day instead of two, with proponents saying it will cut counterparty risk and improve market efficiency.

UK financial sector makes slow progress on preparations for new settlement system

40% of respondents in a survey say they will miss an interim deadline of Dec 31, 2026

Nvidia founder and CEO Jensen Huang reported the company's record-high quarterly revenues on Nov 19. The next day, its share price fell 3%.
THE BOTTOM LINE

Why investors are increasingly fatalistic

Everyone knows share prices have a long way to fall. Even so, getting out now might be a mistake

As sentiment weakened, Bitcoin slid below US$90,000 for the first time in seven months.

Bitcoin drops to a 7-month low while global stocks sell off; bonds rally

The drop in the cryptocurrency’s value comes as investors pulled back from riskier bets amidst uncertainty over interest rates and tech earnings

By building on existing information compiled for SGTI reporting, a Governance Leaders Index can be constructed with minimal additional reporting burden, says the writer.
THINKING ALOUD

Governance-based market indices are worth exploring

A Singapore Governance Leaders Index would reward transparency, responsibility and board quality while enabling meaningful distinction between firms