Wealth & Investing

MIND THE GAP

Glide-path portfolio for the CPF’s LRIS: an idea whose time has come

Here are six reasons to revive the Lifetime Retirement Investment Scheme with a mechanism that lets investors ratchet up or taper off risk-taking

While synthetic risk transfers are more standardised and transparent than pre-2008 collateralised debt obligations, their bespoke nature and limited public disclosure still make some observers uneasy about assessing the true distribution of risk.
INSIGHTS FROM CFA SOCIETY SINGAPORE

How scary are synthetic risk transfers?

The scepticism about them is a form of post-traumatic stress from the financial crisis; the moral hazard today is lower than before 2008

Mapletree Industrial Trust is a key beneficiary of structural demand tailwinds in the industrial and logistics sector.
INVESTING GLOBALLY & PROFITABLY

Pockets of strength in S-Reits

The tide is rising for S-Reits, but the recovery favours those with strong balance sheets and the right sector exposure

The picks and shovels of AI run on copper, not code or chips. A single 10-gigawatt data centre needs around 50,000 tonnes of copper.
CHART VIEW

Finding the signal in the noise: pay attention to copper

It is not just a ‘commodity’; it is the load-bearing metal of the modern world

The reason people struggle to beat the CPF Ordinary Account's 2.5% interest rate is typically because of human emotions and high costs.
SCIENCE OF WEALTH

Why not investing your CPF savings could be a greater risk

The real value of balances in the Ordinary Account has struggled to keep pace with the rising cost of living

Interest-rate policy uncertainty and doubts about the durability of AI-driven spending are weighing heavily on South Korea's technology stocks such as Samsung.

South Korea’s record-beating stock rally stumbles as risk-off wave hits

Some investors see the pullback as a correction necessary to power the market’s next leg up

SGX RegCo is holding consultations on reducing the standard board lot size for higher-priced shares, and facilitating the wider adoption of broker custody accounts.
MARK TO MARKET

Time for brokers to make bigger contribution to the revitalisation of the Singapore market

Reduced board lot sizes may largely benefit SGX and the brokers; custody accounts could be an opportunity to alleviate frictions of exercising shareholder rights

Many expected Singapore’s STI to drop 3-5%, instead, from Jan 12 to 20, the STI rose 2.2%.

In Singapore, dips aren’t plunges – they’re opportunities

Now, small and mid-cap stocks and ETFs are generating new momentum

With last month’s Singapore listing of UltraGreen.ai, a company that sells fluorescent dye used in surgical imaging, CEO Ravinder Sajwan has struck gold.

Singapore CEO’s family gains US$1.2 billion fortune from blockbuster IPO

One of Ravinder Sajwan’s most successful investments is a production company for 5-Hour Energy

Meta Platforms has been transparent about its AI revenue. Its recent earnings briefing showed that AI-powered ad tools generate a US$60 billion annual run rate.
A SMART LOOK AT INVESTING

Four telltale signs of an AI boom or bust

Check if firms are delivering durable revenue streams by looking out for things such as specific dollar figures