Thinking Aloud

THINKING ALOUD

The Hyundai that South Koreans can’t buy – and what it can teach the car industry

2026-09-08T23:00:00.000Z
Wall Street is effectively betting that US Federal Reserve chair Kevin Warsh will administer a small dose of monetary medicine without killing the patient.
THINKING ALOUD

Why Wall Street can keep rising even as the Fed turns hawkish

2026-09-07T23:00:00.000Z
Boards seldom destroy companies in a single meeting. They erode trust one choice at a time.
THINKING ALOUD

Boards need to pay attention to their invisible balance sheet

2026-09-02T23:00:00.000Z
Buoyant market conditions might encourage issuers to push valuations towards the upper limit.
THINKING ALOUD

When evaluating IPOs, retail investors should really resist Fomo

2026-09-01T23:00:00.000Z
The US Capitol in Washington, DC. A widely cited academic model for the coming US midterm elections predicts a loss of 28 seats for the Republicans.
THINKING ALOUD

Data points to big Republican losses in 2026 midterms

2026-08-31T23:00:00.000Z
Vertical solar panels integrated into buildings are cited as one of several examples of green pathways that data centres can adopt.
THINKING ALOUD

Singapore’s new data centres must use renewables. Can they overcome the hurdles?

2026-08-26T23:00:00.000Z
More than 50% of South Korea’s Kospi is made up of Samsung Electronics and SK Hynix.
THINKING ALOUD

Index-tracking funds may deliver more risk than investors bargained for

2026-08-25T23:00:00.000Z
AUM will inevitably remain a key metric to gauge the strength of a financial hub. But as the industry matures, the bigger question is what capabilities are being built alongside those trillions.
THINKING ALOUD

Beyond AUM, Singapore may need to redefine what it means to win the asset management race

2026-08-24T23:00:00.000Z
BYD is one of only three manufacturers out of 30 focused on electric and plug-in hybrid vehicles in China that turned a full-year profit in 2025, said AlixPartners.
THINKING ALOUD

The unexpected way out of the Chinese EV shakeout

2026-08-18T23:00:00.000Z
Whether trading pauses for lunch is unlikely to rank highly among retail investors’ priorities.
THINKING ALOUD

Should SGX follow Hong Kong’s lead on longer trading hours?

2026-08-17T22:30:00.000Z