A new kind of ‘ceasefire’ between US and Iran where talks, strikes are part of the same process
The Iranians are trying to exert control over the Strait of Hormuz
The China-Davos challenge
Daryl Guppy - The Summer Davos, held in Dalian, passed almost without notice in much of the Western media. The meeting was significant for what it said about the development of the digital and technological economy in China. The outline bones of these aspirations are found in the 15th Five-Year Plan but Premier L ...
JustCo takes over master tenancy at OG Orchard Point building with push into co-living market
Ry-Anne Lim - JustCo Place integrates co-working, retail space with 123 apartments; Deloitte to fully occupy its co-working space
Singapore biotech startup Lucence expands across Asia, US as demand grows for preventive health tests
Benjamin Cher - It aims to make its tests for the detection of cancer and other diseases more accessible
Understanding comparable analysis, Part 2
Thiveyen Kathirrasan - Comparable analysis is a relative valuation method that compares a company’s financials to those of a group of peers in similar businesses. The financials compared can be either historical or projected and can be customised based on the investor’s priorities and investment goals. It also does no ...
Yen rises as Japan encourages pension funds to invest in domestic assets
The yen rose 0.6 per cent higher at 161.44 per dollar
Why disruption in Hormuz has put the Strait of Malacca in the spotlight
Philip J Heijmans, Chandra Asmara and Weilun Soon - Disruption to shipping through the Strait of Hormuz has shone a spotlight on another critical maritime corridor half a world away. The Strait of Malacca — a narrow stretch of water between Indonesia and Malaysia that funnels trade past Singapore — carries more than a fifth of global seaborne tra ...
Waking up from a ‘pleasant fiction’ to invest in an era of scarcity
Lin Daoyi - The world order has been ruptured, marking the ending of a “pleasant fiction”, declared Canadian Prime Minister Mark Carney in a Jan 20 speech. Speaking at the World Economic Forum, Carney shines a light on what most of the world recognises but is presumably not brave enough to articulate — th ...
Scarce investments
Lin Daoyi - As investors navigate a volatile, uncertain, complex and ambiguous (Vuca) world, analysts have shared their outlook for the second half of 2026, urging investors to stay the course and not panic-sell amid market volatility. The research reports also share strategies and identify opportunities. Drive ...
SK Hynix advisors win big fee windfall after modest SpaceX payday
July 10 : Global investment banks and brokerages leading SK Hynix's mega share sale earned nearly $260 million in fees, a boost for the industry which took in a relatively modest $500 million from SpaceX's record share sale last month.The fees equate to about 0.97 per cent of the total amo ...
OCBC keeps Singapore overweight for 2H2026 on steady yield and quality
Lynnette Tania Lee - Singapore may not have an AI champion of its own, but the city-state’s equity market quietly outran Wall Street in the first six months of 2026. It is against this backdrop that Oversea-Chinese Banking Corporation (OCBC) Investment Research is maintaining its overweight call on Singapore stocks fo ...
No rate changes for foreseeable future: Citi
Kwan Wei Kevin Tan - Most market watchers were anticipating further rate cuts in their 2026 forecasts. In December 2025, the Federal Reserve reduced rates by 25 basis points to a range of 3.50%-3.75%. Capital Group said in its 2026 market outlook that it expected rates to fall to 3%, arguing that a “dovish Fed is like ...
Global wealth rose over 10% in 2025, but Apac growth trailed: UBS
Khairani Afifi Noordin - In 2025, global personal wealth rose by 10.8% in US dollar terms, significantly exceeding the growth recorded in 2024 (4.6%) and 2023 (4.2%), according to UBS. Growth was strongest in Europe, the Middle East and Africa, where wealth increased by 17.5%, followed by the Americas at 8.5%. Although the ...
Oil heads for weekly gains as Middle East supply risks persist
LONDON, July 10 : Oil prices rose on Friday and were on track for weekly gains as renewed U.S.-Iran fighting disrupted shipping in the Strait of Hormuz, stoking concerns over supply disruptions.Brent futures were up 60 cents, or 0.8 per cent, at $76.90 a barrel by 1131 GMT. U.S. West Texas Intermedi ...
Oil heads for weekly gain as Middle East supply risks persist
NEW DELHI, July 10 : Oil prices rose on Friday and were set for weekly gains because of renewed fears of supply disruptions from the key Middle East producing region after renewed fighting between the U.S. and Iran this week curtailed shipping in the Strait of Hormuz.Brent futures were up 19 cents, ...
The contrarian trade no one is talking about
Felicia Tan - As the world enters a new phase, the playbook investors subscribed to two decades ago may no longer hold. The last 20 years of rapid globalisation led to disinflation and ultra-low interest rates. The period also saw the rise of US exceptionalism, a bull market in bonds, particularly in the late 199 ...
The coming electricity bill due
Wong Ming Wei - There is one number buried in Microsoft’s disclosures that tells the story of the AI trade in 2026. The company is sitting on a US$80 billion ($103 billion) backlog of Azure orders that it cannot fulfil, not for want of demand, capital or chips, but because it cannot secure enough power. That sing ...
Corporate actions continue to drive value-up theme
Smartkarma Research - The Straits Times Index (STI) pressed to fresh highs in June, with Singapore stocks attracting $611 million in net institutional inflow during the month. Concurrently, the steady cadence of divestments, buybacks and portfolio restructuring across Singapore-listed companies reflected an ecosystem int ...
Cashed-up QAF is daily bread for investors to chew on
The Edge Singapore - Bakery and food distributor QAF, listed on the Singapore Exchange, has the eye of Eng Tiam Choon of uSmart Research Institute. The company may have maintained a very low corporate profile and its shares are thinly traded. However, its products, led by the flagship Gardenia brand, are literally the d ...
Tencent in talks to become AI start-up Manus' largest shareholder, FT reports
July 9 : Tencent is in talks to become Manus' largest shareholder as investors seek alternatives after Beijing ordered Meta to unwind its $2 billion acquisition of the AI start-up, the Financial Times reported on Thursday, citing two sources.
RHB remains upbeat on Raffles Medical’s growth story, cites insurance unit as ‘overlooked’ catalyst
The Edge Singapore - The healthcare sector is always in the news for one reason or another. Just this week, Foundation Healthcare became the latest healthcare play to be listed on the Singapore Exchange. Raising some $242 million and giving it a market cap of around $1 billion, Foundation Healthcare is said to be the la ...
Broker's Digest: FCT, Parkway Life REIT, Sembcorp Industries, DFI Retail, Sheng Siong, HRnetGroup, China Sunsine
The Edge Singapore - Frasers Centrepoint TrustPrice target: UOB Kay Hian ‘buy’ $2.99 Divesting White Sands; AEI at NEX
Reality check on sustainability not necessarily a setback: OCBC’s Mike Ng
Janice Lim - The emphasis on economic viability will define the next phase of green finance, says the bank’s group CSO
China narrows AI gap with US as open-source shift could hit valuations: George Yeo
Jean Low - This could erode major LLM developers’ proprietary ‘moats’ and premium pricing power
Gold heads for weekly drop as Gulf attacks reinforce rate-hike bets
Spot gold holds its ground at US$4,122.09 per ounce as of 0047 GMT and heads for an over 1% weekly fall
Asian stocks extend gains on tech, yen strengthens
Driven by a 4.6% rally in South Korea’s Kospi, the MSCI Asia Pacific Index climbs 1.3% but is on track for a...
Asian stocks rise following chip rally, oil slips
The MSCI Asia Pacific Index climbs 0.5% but is on track for a weekly loss
Fast Retailing shares slide in Tokyo after Uniqlo operator's results, yen warning
TOKYO, July 10 : Shares in the Japanese owner of clothing brand Uniqlo slid sharply on Friday after the company raised its profit forecast but warned about the impact of the weak yen.Fast Retailing slid as much as 5.1 per cent in early Tokyo trading. After the bell on Thursday, the company announced ...
Japan signals pension push into domestic assets, sparking rally in yen, bonds
TOKYO, July 10 : Japan's finance minister said on Friday the government aims to steer the country's vast state pension funds to "substantially" lift investments in domestic assets, sparking gains in the yen and bonds as investors bet billions of dollars could be channelled into J ...
Japan will explore ways to encourage GPIF to boost domestic investment, minister says
TOKYO, July 10 : Japanese Finance Minister Satsuki Katayama said on Thursday the government wants to explore ways to encourage pension funds, including the Government Pension Investment Fund (GPIF), to increase their holdings of domestic financial assets."We would like to pursue measures that w ...
Japan will not convey in advance preference on BOJ policy, minister says
TOKYO, July 10 : Japan's government would never convey in advance its preference on how the central bank should set interest rates, Economy Minister Minoru Kiuchi said on Friday, brushing aside market concern over political interference in monetary policy.Concerns that dovish premier Sanae Taka ...
Stocks to watch: China Aviation Oil, Marco Polo Marine, Foundation Healthcare
Shikhar Gupta - [SINGAPORE] The following companies saw new developments that may affect trading of their securities on Friday (Jul 10):
Stocks to watch: China Aviation Oil, Marco Polo Marine
Shikhar Gupta - [SINGAPORE] The following companies saw new developments that may affect trading of their securities on Friday (Jul 10):
Pioneering aviator and astronaut trainee Wally Funk dead at 87
July 9 : Wally Funk, the trailblazing aviator who became the oldest person to fly to space some 60 years after first undergoing astronaut training with 12 other American women at the dawn of the Space Age, has died in Texas at age 87.Her death was announced in a statement posted on Thursday to socia ...