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 »
The AI data-centre boom is creating enormous demand for infrastructure — but there is another question investors need to ask: who will finance all that infrastructure, and at what valuation? Blackstone-backed AirTrunk is reportedly preparing a potential Singapore-listed REIT, alongside plans to raise about S$2 billion of debt financing. If the transaction proceeds, it could
AirTrunk’s Singapore REIT IPO Could Reveal What AI Data Centres Are Really Worth Read More »
Singapore investors are used to looking at DBS, OCBC and UOB for a combination of earnings growth, dividends and wealth-management exposure. But if the goal is to identify potential long-term growth stories, the opportunity set extends well beyond the banks. In this video, we examine three very different Singapore-linked growth stories: Aspial Lifestyle, Grab and
Beyond the Singapore Banks: 3 Growth Stocks That Could Win the Next Decade Read More »
Should Investors Buy CDL Stock? The Strategic Review Could Unlock Hidden Value CDL’s September 28 strategic-review announcement could be more important than its latest earnings. The real question is whether management can turn a sprawling global property portfolio into a more focused business with better capital allocation, stronger cash generation and a higher valuation. For
Should Investors Buy CDL Stock? The Strategic Review Could Unlock Hidden Value Read More »