Asian stock market outlook 2026

AirTrunk’s Singapore REIT IPO Could Reveal What AI Data Centres Are Really Worth

/

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 growth stocks

Beyond the Singapore Banks: 3 Growth Stocks That Could Win the Next Decade

/

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 »

AirTrunk Singapore REIT IPO

AirTrunk’s Singapore REIT IPO Could Reveal What AI Data Centres Are Really Worth

/

Blackstone-backed AirTrunk is reportedly seeking about S$2 billion of debt as it prepares a potential Singapore REIT listing. The deal could do more than create another data-centre REIT: it may test how much public-market investors are willing to pay for AI infrastructure at a time when banks are becoming more selective about financing the sector.

AirTrunk’s Singapore REIT IPO Could Reveal What AI Data Centres Are Really Worth Read More »

Singapore stocks 2027

From S$100 to Private Banking: Why Singapore Banks Want Your Investment Journey

/

Singapore retail investors bought S$888 million of local stocks in just eight trading sessions after the STI hit a record high. At the same time, OCBC’s Blue Chip Investment Plan investor base grew 35% in 1H26, with more than one in four investors under 35. The bigger story may not be a new generation of

From S$100 to Private Banking: Why Singapore Banks Want Your Investment Journey Read More »

Grab Atome acquisition

DBS, OCBC or UOB: Which Singapore Bank Will Win the Next Generation of Wealth?

/

Singapore’s younger investors are moving into affluent wealth tiers earlier, creating a potentially valuable new battleground for DBS, OCBC and UOB. The real prize is not today’s young investor — it is the decades of deposits, investments, insurance, lending and wealth-management fees that could follow. Singapore’s three major banks have traditionally competed for customers based

DBS, OCBC or UOB: Which Singapore Bank Will Win the Next Generation of Wealth? Read More »

Hong Kong stocks

Should Investors Buy Hong Kong Property and Financial Stocks? The IPO Revival Changes the Investment Case

/

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.

Should Investors Buy Hong Kong Property and Financial Stocks? The IPO Revival Changes the Investment Case Read More »

Singapore stock market 2027

Keppel DC REIT: Is Its Shorter-Lease Strategy the Hidden AI Advantage?

/

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 »

Capitaland China Trust

DBS, OCBC or UOB: Which Singapore Bank Is Best for the Next Decade?

/

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 »

Scroll to Top