The Monetary Authority of Singapore’s decision to leave monetary policy unchanged on 14 October caught much of the market off guard. MAS Has Paused Its Tightening Cycle. But Singapore Investors Should Not Assume the Worst Is Over. Seventeen of the 20 economists in a Bloomberg poll had expected the central bank to tighten further by
Indonesia’s stock market has suffered its steepest one-day plunge in 28 years, raising uncomfortable questions about investor confidence, foreign capital flows and market valuations. For Singapore investors watching DBS, OCBC, UOB and the Straits Times Index (STI), the crash offers three important lessons that go well beyond Indonesia. A stock market can look attractive until
Singapore Investors Can Now Access More of the AI Boom. But Is SGX the Real Winner? Singapore investors have another way to participate in the global artificial intelligence boom. On 16 October 2026, the Singapore Exchange introduced five new Singapore Depository Receipts, or SDRs, tracking TSMC, SK Hynix, Montage Technology, Zhongji Innolight and Z.AI. The
Temasek opening offices in Riyadh and Abu Dhabi may look like a relatively small geographical expansion for a S$518 billion investment company. It isn’t. The more interesting question is what Temasek wants to do with the relationships those offices create. The Singapore investment company plans to establish its first physical presence in the Middle East
Singapore investors are facing an unsettling combination of developments. Singapore REITs have come under pressure from interest-rate concerns, DBS, OCBC and UOB have suffered sharp declines, and AEM Holdings has been caught in a sell-off affecting semiconductor and AI-related stocks. Three different investment themes — dividend income, banking blue chips and AI-driven growth — are
AEM, DBS, OCBC, UOB: Four Major Singapore Stocks Under Pressure. Is the STI Next? Read More »
For years, one of the easiest ways to describe Singapore equities has been through what investors think the market lacks: growth, liquidity, new listings and international attention. But there is another problem that receives less attention. Some companies may have too much capital — and too little imagination about what to do with it. That
MAS has stress-tested Singapore’s corporate sector against a severe AI investment shock. For investors, the next question is more practical: which AI beneficiaries have enough financial resilience to withstand a slowdown? The biggest mistake investors can make with Singapore’s AI trade is to treat all beneficiaries as the same. They are not. A semiconductor equipment
The AI Trade Has Two Sides: Which Singapore Stocks Can Survive a Capex Downturn? Read More »
Grab is spending US$1.49 billion to acquire 60 per cent of Atome Financial. The strategic logic is compelling. But for investors, the harder question is whether Grab can turn that faster route into financial-services growth without sacrificing capital discipline or taking on too much credit risk. Grab is trying to do something that would otherwise
Grab’s US$1.5 Billion Atome Deal: Growth Engine or Expensive Shortcut? Read More »
Singapore’s stock market has spent years worrying about the number of companies listed on the Singapore Exchange. But SGX chairman Koh Boon Hwee says that may be the wrong question. In his latest annual letter, Koh argued that the number of listed companies is an “outdated metric” for judging the success of Singapore’s market. His
Singapore investors are increasingly choosing low-cost ETFs and digital investment platforms. The bigger investment story is not cheaper funds — it is the potential restructuring of how banks, advisers, platforms and asset managers make money from investors. For years, Singapore’s investment industry has operated on a relatively simple economic model. Banks and financial advisers distribute
Singapore’s ETF Boom Could Disrupt the Fund Industry — But Which Businesses Will Lose? Read More »