Hong Kong’s financial revival is beginning to show up in places investors can actually measure: IPO proceeds, foreign investment, hiring, office demand and falling vacancy. But the bigger opportunity may not be the IPO boom itself. It is the possibility that Hong Kong is rebuilding its role as the offshore financial infrastructure for Chinese capital.
Keppel DC REIT is often treated as a straightforward bet on AI and data-centre demand. But its investment case may depend on something less obvious: how quickly its leases can be repriced when data-centre rents rise. With 74.1% of rental income coming from fully-fitted colocation assets, the REIT has substantial exposure to shorter lease cycles
Keppel DC REIT: Is Its Shorter-Lease Strategy the Hidden AI Advantage? Read More »
DBS, OCBC and UOB remain among Singapore’s most profitable and closely watched stocks. But the investment case for the three banks is changing. As interest rates fall and traditional net interest margins come under pressure, the next phase of banking growth could increasingly depend on wealth management, insurance, transaction banking, technology and capital-light fee income.
DBS, OCBC or UOB: Which Singapore Bank Is Best for the Next Decade? Read More »
Japan Could Be the Next Growth Engine for Singapore’s Data Centre REITs — But There Is a Catch For years, the data centre investment thesis was relatively straightforward. More cloud computing. More AI. More servers. More demand for data centres. For Singapore-listed data centre REITs expanding into Japan, however, the scarce commodity is increasingly not
Brent crude has surged above US$100 again while the US 10-year Treasury yield approaches 5%. For Singapore REIT investors, the bigger threat is not oil itself — it is the possibility that an inflation shock delays the lower-rate environment the sector had been counting on. Singapore REIT investors had begun to see a familiar recovery
Oil Hits US$110: Are Singapore REITs’ Rate-Cut Hopes Falling Apart? Read More »
Citi has initiated coverage of CSE Global with a Buy rating and S$1.70 target price. But the target price is not the most interesting part. The bigger story is whether this Singapore-listed engineering company is quietly becoming a picks-and-shovels beneficiary of the AI data-centre boom. When investors think about AI infrastructure, the obvious names are
CSE Global: Singapore’s Overlooked AI Infrastructure Stock? Read More »
Radiant World Is a Warning for Singapore Bank Investors: The Next Commodity-Finance Problem May Be Invisible For Singapore’s banks, commodity finance has always been a business of apparent certainty. There is supposed to be something tangible behind the loan: oil in a tank, iron ore on a vessel, inventory in a warehouse or a shipment
The sudden closure of True Fitness, True Yoga, TFX and Yoga Edition has left members and employees facing an uncertain few days. Here is what is known so far — and what affected customers and former staff should watch for next. For many people, the news that True Fitness has closed in Singapore is about
True Fitness Singapore Has Closed: What Happens to Members and Staff Now? Read More »
Cashback used to be the ultimate customer-acquisition weapon. Spend S$1,000, get S$10 back. Simple. Now Singapore’s financial platforms are trying something more ambitious: turning the S$1,000 you spend into a reason to keep investing with them. That is the significance of the emerging “stockback” model being adopted by Trust Bank and Tiger Brokers. The obvious
Should Investors Use Stockback Cards? The Hidden Battle for Singapore’s Retail Investors Read More »
OCBC Indonesia strategy could be far more important to Singapore investors than simply another overseas expansion story. As Indonesia’s population, middle class and wealth grow, OCBC is positioning itself to capture rising demand for wealth management, insurance, investments and cross-border financial services. In this video, we examine why Indonesia could become an increasingly important growth
Why OCBC’s Indonesia Push Matters More Than Many Investors Realise? Read More »