MAS says 32% of Singapore-listed companies could become financially vulnerable under a severe AI-investment downturn. But the more important number is 16% — and it changes what investors should worry about. Singapore’s artificial-intelligence boom has created an obvious investment narrative. AI is driving demand for semiconductors. Data centres need more electricity. Semiconductor equipment orders are
StarHub’s potential acquisition of M1 could reshape Singapore’s telecommunications industry, reducing the number of mobile network operators from four to three. But the investment story goes well beyond the headline of “telco consolidation”. The key question for investors is whether StarHub can acquire M1 at a price and financing structure that allows it to capture
StarHub’s M1 Deal: Can Singapore Telco Consolidation Finally Unlock Value? Read More »
Singapore’s stock market has spent years worrying about the number of companies listed on the Singapore Exchange. But SGX chairman Koh Boon Hwee says that may be the wrong question. In his latest annual letter, Koh argued that the number of listed companies is an “outdated metric” for judging the success of Singapore’s market. His
Singapore’s stock market is in an unusual position. The Straits Times Index (STI) is hovering close to record highs. Yet the Monetary Authority of Singapore (MAS) is continuing to pour billions of dollars into a programme designed to strengthen and rejuvenate the country’s equity market. On Sept 29, MAS announced that it will allocate another
Singapore property is entering a more complicated phase. HDB resale prices have started to soften, private residential price growth has slowed, mortgage financing costs are considerably lower than during the recent rate shock, and proposed changes to collective-sale rules could make redevelopment of older properties more viable. Together, these developments point to an important shift:
City Developments Limited (CDL) unveiled its long-awaited strategic review on Monday. Investors responded by selling the stock. The deeper story is why a property strategy that promises S$6 billion of divestments, S$5 billion of new investments and S$10 billion of assets under management failed to excite the market. There is perhaps no better way to
Singapore investors are increasingly choosing low-cost ETFs and digital investment platforms. The bigger investment story is not cheaper funds — it is the potential restructuring of how banks, advisers, platforms and asset managers make money from investors. For years, Singapore’s investment industry has operated on a relatively simple economic model. Banks and financial advisers distribute
Singapore’s ETF Boom Could Disrupt the Fund Industry — But Which Businesses Will Lose? Read More »
StarHub and Keppel are discussing a potential M1 transaction that could reduce Singapore’s mobile network operators from four to three. But the investment case is not simply about consolidation. The crucial questions are what StarHub pays, how it finances the deal and whether the combined company can finally escape Singapore’s structurally weak telco economics. Singapore’s
StarHub’s M1 Deal: Can Singapore Telco Consolidation Finally Unlock Value? Read More »
Suntec REIT is selling three Australian properties and redirecting its strategy toward Singapore. For investors, the bigger question is not whether Australia is being reduced — it is whether the capital released can generate better risk-adjusted returns and eventually lift DPU. Suntec Real Estate Investment Trust is becoming a different kind of REIT. The portfolio
Suntec REIT’s Australia Exit: Can a Singapore-Focused Strategy Unlock Value? Read More »
Singapore’s artificial-intelligence boom is beginning to show up in a place investors may not immediately associate with AI: the office market. OpenAI is reportedly in talks to lease about 100,000 square feet at Shaw Tower. Anthropic is establishing a Singapore office. Mistral AI has taken dedicated space at Asia Square, while other AI and technology
Singapore’s AI Boom Is Spilling Into Offices. Which REITs Can Actually Capture the Rent? Read More »