Why securitised credit is gaining relevance

Cash flows from securitised credit are generated by the underlying assets that back them, tying performance to asset-level fundamentals

China's strategic and commercial stockpiles of oil are estimated at around 1.2 billion barrels.
INVESTING GLOBALLY & PROFITABLY

Why the oil shock can be China’s buying moment

Today, oil and petrol account for roughly 30% of the country’s primary energy mix, a share that has been steadily declining

Rickesh Kishnani, co-founder and chairman of Rare Whisky Holdings, expects the first fundraising round to close by September.

Whisky fund uncorks US$50 million play on casks after scams rattle market

The Platinum Whisky Investment Fund II draws lessons from its first iteration, will have a more active foreign exchange hedging strategy

Razer, founded by Tan Min-Liang and dual-headquartered in Singapore and California, is one of the world’s leading gaming peripheral brands by revenue.
DUE DILIGENCE

Creative, Razer, Secretlab – What’s the playbook for building a global brand from Singapore?

For founders who know how to use the right levers, Singapore arguably offers a manufacturing story that few other locations in the world can replicate

The Strait of Hormuz is serving as one giant chessboard, and there is a growing sense that the endgame in the Iran war is in sight.
RETHINKING MATTERS

Will the Iran conflict end in checkmate or stalemate?

Much is uncertain, now with the Strait of Hormuz’s vulnerability apparent and key issues still unresolved

Switzerland is becoming a top choice for relocation for some wealthy individuals, families and investors.

Wealthy Middle East residents are house-hunting in Europe to escape war

Investors who might have ploughed money into the most popular Gulf property markets are also examining alternatives

Much like the equity market prior to EQDP, the SGD fixed income market has remained in a state of relatively low liquidity and insufficient supply issuance.
INSIGHTS FROM CFA SOCIETY SINGAPORE

Revitalising Singapore’s bond market

A vibrant bond market is essential to match the liabilities of insurance and pension funds, as well as to finance the growth of local firms

In the long term, if you pick the right stock and the business improves, you can expect the stock price to follow, says the writer.
A SMART LOOK AT INVESTING

Letter to the 20-year-old investor

Give your investments the time they deserve, and give yourself the life you deserve

Boards and management teams of listed entities should always think of small, loyal shareholders, including retirees
SENSE & CENTS

A loyal shareholder reflects on riding through tough times in equities markets

Holding onto Singapore stocks may be irrational, but the hope is that doing so will pay off in the long term

The closure of the Strait of Hormuz has tightened the noose around global oil supplies and trade routes.
CIO CORNER

War and peace: portfolio ramifications

Investors should retain core investment exposures, complemented by hedges to reduce portfolio volatility