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 »
DBS, OCBC and UOB have just completed live Singapore-dollar interbank transactions using tokenised deposits on Swift’s blockchain-based ledger. The bigger investment question is not whether blockchain works — it is which bank could eventually capture the economics of always-on, programmable banking. Singapore’s three largest local banks have just crossed an important line in the development
DBS, OCBC or UOB: Which Singapore Bank Could Win From Tokenised Deposits? Read More »
The S$1.298 billion claim against DBS looks alarming. But for shareholders, the crucial question is not the size of the lawsuit — it is whether the claim eventually becomes a real financial liability. A S$1.298 billion lawsuit against Singapore’s largest bank would normally be enough to make investors sit up. But there is an important
DBS Faces a S$1.3 Billion 1MDB Lawsuit. What Could It Really Cost Shareholders? Read More »
Your Retirement Portfolio Can Lose Money Without Falling in Value For a retiree, one of the most dangerous investment losses is the one that never appears on a brokerage statement. A portfolio containing S$1 million in cash, fixed deposits and low-risk products can remain worth exactly S$1 million for years. Yet if living costs rise
The STI Is Not Really a Bet on Singapore. That May Be Its Biggest Advantage The Straits Times Index has just turned 60. That sounds like a reason to look backwards. For investors, it may actually be a reason to look forward. The most important thing about the STI today is not that it contains