Thinking Aloud

THINKING ALOUD

The BYD boast that shareholders didn’t like

While Toyota’s chairman feels lonely at the top, BYD’s is remarkably optimistic

SpaceX will list at US$135 per share. Morningstar has valued the stock at US$63, a 53% discount to the IPO price.
THINKING ALOUD

SpaceX and other giga-listings could raise indices’ risks

Retail investors would do well to note that an IPO is mainly an exit avenue for insiders, who will profit handsomely

More than half of Americans believe US President Donald Trump is using his office for personal gain, according to a poll.
THINKING ALOUD

Trump’s sliding approval ratings weigh on Republicans’ prospects in US midterms

The GOP could lose control of the House and Senate as voters sour on his presidency

Maritime vessels off Singapore's waters. The war on Iran, which has disrupted global supply chains, entered its 100th day on Jun 6.
THINKING ALOUD

In a world of long-drawn crises, ‘wait and see’ may be a decreasingly tenable stance

The end of optimism in a post-common-sense era of geopolitics

Brent crude, the global benchmark, was trading at about US$96 a barrel on Jun 3.
THINKING ALOUD

Why oil prices have defied US$200 forecasts despite Hormuz closure

An oil glut, emergency release of reserves, a US shale boom and China’s absence in the market have played a part

Ordinary people need cars. Yet, the fundamental flaw of the COE system is that it ignores this human element.
THINKING ALOUD

How to fix the COE system

What kind of COE you bid for should depend on what kind of person you are

Exposing secondary or tertiary level students to the fundamentals of investing early presents them with a key investing advantage: time.
THINKING ALOUD

As investing becomes more accessible, should financial education evolve?

Young adults have no shortage of content on the topic online, but often lack the confidence to navigate it

Toyota may be the world's biggest car company by volume, but it has hardly set the world of EVs alight, mainly because it has continued to bet heavily on hybrids such as the Vellfire Hybrid.
THINKING ALOUD

In the EV race, Japan’s most dangerous rival could be closer to home than China

Chinese carmakers may have pulled ahead in tech and value, but something else is holding the Japanese back

Beyond policies that make business exits easier, Singapore needs a mindset change that makes them more acceptable.
THINKING ALOUD

Economic Strategy Review makes a case not just for staying the course, but also knowing when to quit

Under certain proposals, companies need to know when to wind up, and some workers may need to accept lower pay

To be a trusted wealth adviser, private banks and advisory firms have to extend themselves into areas not traditionally the domain of banking and investments.
THINKING ALOUD

How advisers can play a trusted role in families’ ‘great wealth transfer’

They must take on a stewardship role, just as families must themselves serve as stewards of their assets and legacy