MAS partners finance industry players to develop safeguards for AI agents
Chloe Lim - The move comes as these entities increasingly carry out tasks autonomously
More Asia investors turning to Europe for diversification in multi-polar world, says DWS
Jean Low - They are also looking at themes beyond the first wave of investments into AI
‘Generational’ investment opportunity in green economy: LSEG
Lin Daoyi - Green equities delivered a compound annual growth rate of 18% between 2015 and 2025, compared with 12% for the global equities index, notes the Investing in the Green Economy 2026 report by London Stock Exchange Group (LSEG). The data was drawn from the FTSE Environmental Opportunities All Share (EO ...
Relocation specialist Chasen rides chip growth; eyes more solar panel projects
Teo Zheng Long - The ongoing AI-led capex has resulted in positive spillovers for business sectors far and wide. As semiconductor-related firms invest in new capacity across various localities, their very expensive and somewhat fragile equipment has to be moved by specialised companies, such as Singapore-listed Chas ...
How global value chains are reconfiguring in the Age of Brutal Geonomics
Andrew Sheng - The geoeconomic world, where geopolitics trumps business, is divided into clusters of manufacturing, services/software and tech resource blocs that are connected via global value or supply chains (GVCs). The Strait of Hormuz illustrates vividly how chokepoints can disrupt not only energy supply but ...
Vertiv bets on Johor as AI infrastructure boom shifts from data centres to manufacturing
Tan Ai Leng - While 75% of production from its Senai facility caters to Malaysia, the remainder will serve other markets
India allows four Chinese-linked power equipment firms to bid for government projects
NEW DELHI, July 3 : India has allowed four Chinese power equipment manufacturers with factories in the country to participate in government tenders for critical power projects, according to a government order.TBEA Energy, Nanjing Electric India, New Northeast Electric India and Taikai Electric (Indi ...
World Cup defies the doubters, but is football feeding a monster?
Bob Holmes - As was fervently hoped, but seriously doubted, football has come to the rescue of the most damned, expensive and extravagant World Cup in history. Unprecedented in scale and price, the 23rd edition kicked off against a backdrop of war, indifference among the hosts and a mix of outrage and trepidatio ...
Investing in the anti-AI trade
Nirgunan Tiruchelvam - I’ve met a few fund managers over the years, but none as quirky as Mark Lightbown, the former portfolio manager of the Genesis Fund. He is a polite Englishman with a talent for languages and numbers. He speaks French, Spanish and the language of accounting. That mix has helped him spot undervalued ...
AI and irrational exuberance in South Korea
Assif Shameen - Former US Federal Reserve chairman Alan Greenspan, who led the American central bank for 19 years, passed away last week. He left behind a chequered legacy because many blame him for the subprime housing loans crash that triggered the 2008 Global Financial Crisis. Greenspan is best remembered for hi ...
Singapore banks set for healthy lending through 2H
Sarah Jane Malmud and Alison Hor/ Bloomberg Intelligence - Banks in Singapore, from DBS to HSBC and Standard Chartered's Trust, are poised for healthy lending through 2H after total loans rose 10.5% year over year in May, beating estimates, according to Monetary Authority of Singapore data. The potential for new business opportunities as supply chains ...
India's HCLTech wins $1.14 billion deal with European firm
BENGALURU, July 3 : India's HCLTech has won a $1.14 billion deal with a major European firm, the software services exporter said on Friday.HCLTech's shares opened 4.6 per cent higher on Friday after the announcement, boosting gains on the Nifty IT index, which was up 2.5 per cent.Here are ...
Thai exports seen up 8% to 10% this year, shippers' group says
BANGKOK, July 3 : Thailand's exports are expected to rise by 8 per cent to 10 per cent this year, a shippers' group said on Friday, raising its forecast from a rise of 2 per cent to 4 per cent made in January.• Exports are expected to continue growing in the second half of 2026, although ...
How one breached AI robot can disrupt an entire fleet
Nurdianah Md Nur - In 2024, a clip of a small robot called Erbai appearing to persuade 12 larger robots to leave a Shanghai showroom went viral. While the episode was a planned test, it raises a serious question for companies deploying connected robots: could hackers who breach one machine, or the systems that s ...
Resilient aluminium prices set to boost Asia’s smelters over global rivals: analysts
Benicia Tan - Cheaper power and easier access to raw materials can benefit low-cost producers in China, India, Indonesia
Bain, KKR, KV Asia shortlisted for Malaysia’s Avisena Healthcare stake sale as valuation hits US$368 million: sources
South-east Asia healthcare assets draw strong investor interest amid rising incomes and ageing populations
Understanding comparable analysis, Part 1
Thiveyen Kathirrasan - Comparable analysis is an effective tool to value stocks and investments. This is a relative valuation method that compares current or projected financials and ratios against historical figures or those of peers in similar businesses. Essentially, this valuation method aims to determine where a comp ...
Malaysia eyes regional leadership in low-altitude economy as drone rules take shape
Kang Siew Li - Malaysia has the necessary building blocks in place to become a regional hub for the emerging low-altitude economy (LAE), but success will depend on how quickly it can draw up regulations, deepen engineering capabilities and attract investment, industry leaders say. The Civil Aviation Authority of M ...
Why Guinness keeps growing while beer sales worldwide fizz out
Anna Peele / Bloomberg Businessweek - Gráinne Wafer is embarking on the surprisingly intricate task of pulling a perfect pint of Guinness. First step: inspecting the cleanliness of the glass. It’s Guinness-branded, as it should be at every bar where the Irish stout is served on draft. Wafer, a senior executive at Guinness’s parent ...
At its 250th, Pax Americana still has wings and tentacles
Kwan Wei Kevin Tan - What animal do you think best represents the US? For many, it’s the bald eagle, which has served as the country’s national symbol since 1782. A less flattering option would be the squid. The multi-limbed creature, with its all-encroaching tentacles, is perhaps a more fitting symbol of the US giv ...
Canada PM Carney taps state-owned firm to build oil pipeline for growing Asian demand
Selling more oil to Asian markets such as India and China will allow Canada to get better prices per barrel
Sustainable investors now more ‘pragmatic’ with trend towards energy and climate transition: Amundi
Lin Daoyi - Sustainable investing is becoming more focused in recent times, with investors allocating more capital to certain sectors while decreasing in others, according to Paris-headquartered asset manager Amundi. “The market is just becoming more pragmatic on different investment themes, so energy and cli ...
Why the real investment opportunities for the AI boom lie outside the ‘big names’
Chez Anbu - There’s no avoiding the AI boom. So all-encompassing is its reach today that many proactive governments across the world are setting out frameworks to ready their societies for its use. Singapore’s National AI Strategy 2.0 carves out an ambition that goes beyond developing artificial intelligenc ...
India issues notice to Telegram, Signal on concerns over usernames, source says
July 3 : India has issued notices to messaging platforms Telegram and Signal over concerns that their username features could facilitate impersonation and other forms of misuse, a government source said on Friday, escalating the country's scrutiny of user-anonymity tools on digital platforms.He ...
Lamborghini-driving boss of Eminent Frog Porridge charged with S$3.8 million tax evasion, money laundering
Shikhar Gupta - Assets linked to alleged crimes include Lamborghini, landed property and S$2.4 million in cash
Sats’ rally to above pre-war levels prompts divergent views
The Edge Singapore - From a recent low of $3.21 on May 18, the share price of ground-handling operator Sats has surged by more than 40% to around $4.50, prompting differing views among analysts. Ada Lim of OCBC Group Research has maintained her fair value for Sats at $4.20 but downgraded her call from “buy” to a “ ...
SGX enjoys higher target prices again with volume surge
Felicia Tan - Analysts from DBS Group Research and RHB Bank Singapore have raised their target prices on Singapore Exchange (SGX) as they see the Equity Market Development Programme (EQDP) continuing to anchor the exchange’s securities daily average value (SDAV). On June 10, SGX reported an SDAV of $2.4 billion ...
Analysts stay positive as ThaiBev’s beer IPO remains in the works
Lin Daoyi - Two major entities controlled by Thailand’s Sirivadhanabhakdi family made their respective presence felt in Singapore last week. Frasers Property announced an asset reshuffling involving its controlling shareholders to improve its financial metrics as a listed entity. In contrast, Thai Beverage’ ...
Asian markets rise as beaten tech stocks enjoy respite from selling
Oil prices edged up but held recent losses fuelled by increased traffic through the Strait of Hormuz and on hopes for progress in US-Iran talks.
Alibaba, Tencent join US$2 billion funding for Kuaishou’s Kling AI
The company may potentially raise as much as about US$3 billion as more investors may take part in future
Broker's Digest: OUE REIT, HPH Trust, JustCo, CapitaLand Investment, Addvalue, CICT
The Edge Singapore - OUE REITPrice targets: DBS Group Research ‘buy’ 45 cents Maybank Securities ‘buy’ 45 cents OCBC Group Research ‘buy’ 41 cents Divestment of Crowne Plaza Changi Airport
Microsoft mobilises 6,000 workers to help customers adopt AI
The division will help customers deploy AI more efficiently and inform Microsoft’s product development decisions
New landmarks under Greater Sentosa expected to open from early 2030s
Elysia Tan - Sentosa Development Corporation shares the next steps of its master plan at a public exhibition launch
Private credit keeps US$14 billion trapped in bid to outlast storm
Second-quarter exit requests exceed those of the prior three-month period