Singapore borrowing costs remain unusually low even as US rate-hike expectations have returned. For S-REIT investors, the first risk may not be higher interest expense — it may be valuation compression. And the REIT that looks most exposed isn’t necessarily the one with the most floating-rate debt. Why should an investor care? The latest market
Five brokers are calling Sembcorp Industries’ post-MSCI-deletion weakness a buying opportunity. But underlying profit is down a real 25% year-on-year, leverage has stepped up, and the index story is arguably a symptom, not the cause. Sembcorp got dropped. So what? On 12 August 2026, MSCI announced that Sembcorp Industries (SGX: U96) would be removed from
Singapore Wants More Investment Products. The Real Risk Is Not Leverage — It Is What Investors Do With It Singapore’s plan to broaden the range of investment products available to retail investors sounds like an uncomplicated win. More choice should mean deeper markets. More ETFs should mean better access. More sophisticated products should make Singapore’s
Singapore ETF Boom: Will More Retail Investment Products Help or Hurt Investors? Read More »
Keppel DC REIT’s latest Japan expansion looks impressive on an asset-value basis. But the more important question for investors is whether the acquisition can generate enough growth per unit to justify the equity dilution and higher leverage. Keppel DC REIT is making another major bet on Japan’s data-centre market, agreeing to acquire an 88.62% effective
Keppel DC REIT Is Buying S$1.55bn of Japan Data Centres. Why Does DPU Rise Just 2.6%? Read More »
Singapore Airlines’ Air India Problem Is Bigger Than Another S$500 Million Cheque For investors in Singapore Airlines, the most important question is no longer whether Air India will need more money. It almost certainly will. The more important question is whether Singapore Airlines is still getting enough strategic value from its 25.1% stake to justify
The most important thing investors need to understand about the Federal Reserve’s latest hawkish turn is that Singapore is not necessarily on the same interest-rate cycle as the US. That sounds obvious. It is not. When Federal Reserve chairman Kevin Warsh delivered his first Jackson Hole speech on Aug 28, markets rapidly increased the probability
Fed September Rate Hike: Should Investors Sell Singapore Banks and REITs? Read More »
S-Reits Are Falling While Singapore Stocks Rally. The Real Question Is Whether Investors Are Being Paid Enough to Wait The most interesting thing about Singapore’s REIT sell-off is not that S-Reits are falling. It is where the money is going instead. Since the start of 2026, the S-Reit sector has declined about 7.1%, while the
S-Reits Are Down 7%: Is This a Buying Opportunity or a Value Trap? Read More »
Singapore Is Removing the Gold Cap. The Real Opportunity May Not Be Gold Itself Singapore’s decision to remove the 5% limit on physical precious-metal holdings for qualifying funds and family offices looks, at first glance, like a niche tax-policy adjustment. It is not. The more interesting question for investors is whether Singapore is quietly building
Singapore Gold Hub: Should Investors Bet on Singapore’s Precious Metals Boom? Read More »
Olam’s S$1.9 Billion Profit Is Almost the Least Important Number in Its Results A company reporting S$1.9 billion of net profit would normally expect investors to celebrate. Olam Group did not get that reaction. Its shares fell as much as 8.5% after the results before closing 7.7% lower at S$1.20. That tells investors something important.
Olam Stock: Is the Agribusiness Spin-Off Finally Unlocking Shareholder Value? Read More »
Singapore could be entering a new infrastructure investment cycle — but this time, the opportunity extends far beyond traditional construction. Government spending on transport and public infrastructure, the rapid expansion of data centres and the growing use of green financing are coming together to create a much broader investment theme. For investors, this means the
Singapore Infrastructure Stocks: 3 Mega Trends Driving the Next Growth Cycle Read More »