The sharp sell-off in DBS, OCBC and UOB has put Singapore investors on alert. But as bank valuations come under renewed scrutiny, could Singapore REITs offer a more attractive opportunity for income investors? With S-REITs offering an average distribution yield of around 6.2%, compared with approximately 4% for Singapore’s three major banks, the yield gap
Singapore Banks Sell-Off: What’s Next for Singapore REITs? Read More »
Singapore’s three major banks now account for more than half of the Straits Times Index. After DBS, OCBC and UOB suffered another sharp sell-off, the bigger question is no longer simply whether bank stocks are cheap. It is whether continued weakness in the banks could trigger a broader correction across Singapore equities. The sell-off in
DBS, OCBC and UOB Are Falling: Could Singapore’s STI Be Next? Read More »
After years of strong gains, Singapore’s three major banks have suddenly been hit by a sharp two-day sell-off. The obvious question for investors is: has the correction finally made DBS, OCBC and UOB attractive again? The answer is more complicated than simply saying that the stocks are “cheaper”. As of October 8, 2026, DBS closed
DBS, OCBC and UOB Have Fallen Sharply: Are Singapore Bank Stocks Finally Cheap? Read More »
What began as a sharp sell-off in OCBC shares on Wednesday has turned into something much bigger. OCBC plunged 5.9% on October 7 after Citi downgraded the stock to “Sell”. Then, on Thursday, October 8, the selling intensified. OCBC fell another 4.3% to S$29.00. But this time it wasn’t alone. DBS fell 4.7% to S$73.85,
OCBC shares plunged 5.9% on October 7, but the bigger story may not be about OCBC alone. The sell-off spread across Singapore’s three major banks, with DBS falling 1.4% and UOB declining 2.9% on the same day. The result was a 1.6% decline in the Straits Times Index, which fell 93 points to 5,608.44. For
For years, one of the easiest ways to describe Singapore equities has been through what investors think the market lacks: growth, liquidity, new listings and international attention. But there is another problem that receives less attention. Some companies may have too much capital — and too little imagination about what to do with it. That
At first glance, the potential listing of a Mapletree India office REIT looks like another property-market transaction. Four office parks go into a trust. Investors buy units. Mapletree raises capital. The properties become publicly traded. But that misses the more important investment story. Mapletree may be demonstrating how a Singapore-based property group can turn India’s
MAS has stress-tested Singapore’s corporate sector against a severe AI investment shock. For investors, the next question is more practical: which AI beneficiaries have enough financial resilience to withstand a slowdown? The biggest mistake investors can make with Singapore’s AI trade is to treat all beneficiaries as the same. They are not. A semiconductor equipment
The AI Trade Has Two Sides: Which Singapore Stocks Can Survive a Capex Downturn? Read More »
Singapore’s REIT market may have reached an uncomfortable stage in its evolution. There are plenty of assets. There is still income. Balance sheets are generally healthier than during the 2022–24 rate shock. Yet many trusts remain stuck below book value, unable to issue equity economically and therefore unable to grow without taking on more expensive
S-Reits Consolidation: Could Higher Interest Rates Finally Force a Shake-Up? Read More »
Grab is spending US$1.49 billion to acquire 60 per cent of Atome Financial. The strategic logic is compelling. But for investors, the harder question is whether Grab can turn that faster route into financial-services growth without sacrificing capital discipline or taking on too much credit risk. Grab is trying to do something that would otherwise
Grab’s US$1.5 Billion Atome Deal: Growth Engine or Expensive Shortcut? Read More »