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 »
At first glance, Aspial Lifestyle’s latest results look like the kind of numbers that can make a small-cap stock suddenly interesting. Revenue hit a record S$464.2 million. Net profit jumped 88% to S$52.4 million. Earnings per share rose 92%. And the interim dividend increased a remarkable 125%, from S$0.004 to S$0.009 per share. But investors
Nepal flood assistance is urgently needed after devastating flash floods near the Nepal-China border left communities facing loss of life, missing loved ones and widespread destruction. For those of us in Singapore, this is a moment to count our blessings — and to help our fellow brothers and sisters who are facing unimaginable hardship. Sometimes,
Nepal Flood Assistance: How You Can Help Flood Victims | Singapore Red Cross Read More »
The investment story: Singapore’s biggest strength could become its biggest constraint Singapore has spent decades building something that many financial centres would love to have: a reputation for stability, regulatory credibility and trust. But former DBS chief executive Piyush Gupta has raised an uncomfortable question. Could Singapore become too good at protecting what it has
Singapore Exchange is one of those companies that investors can easily misunderstand precisely because they see too much of it. The familiar SGX is the exchange on which Singapore companies list, Singapore investors buy shares and Singapore brokers execute trades. The investment opportunity, however, increasingly lies elsewhere. SGX is becoming less like a traditional national
SGX’s Real Growth Story May Have Very Little to Do With Singapore IPOs Read More »