Much ado about nothing
Chew Sutat - On Jan 20, 2025, Donald Trump was inaugurated for the second time. As the president of the world’s largest economy, Trump would, over the following year, to the aghast of allies, assert America’s new role as the world’s latest hegemon. One year on, Prime Minister Mark Carney of Canada, one of ...
RWS ‘better positioned’ to win back high-rollers from MBS: DBS
Deon Loke - Integrated resort on Sentosa could attract higher-value traffic after renovations, launch of luxury hotel
Indonesia stock exchange chief resigns after MSCI shock triggers market turmoil
Elisa Valenta - The sell-off has drawn swift reactions from global investors
Will capital allocation shifts favour regional markets?
Manu Bhaskaran - Economic growth and asset valuations are driven by capital flows, which have been reshaped by the seismic shifts of the past year. The global political order has been upended, prompting countries and companies to reduce risk. As a result, supply chains are being reconfigured and new trade alliances ...
Trump says he’ll announce Fed chair pick on Friday morning
He reiterated that the next leader of the central bank would lower interest rates
China strategy without a touch of madness
Daryl Guppy - In the 36 Strategies of the Chinese, strategy 27 suggests a person should pretend to be insane while remaining smart. Knowingly or not, President Trump seems to follow this strategy particularly well. Business does not operate at the level of geopolitics, but the effects of this strategy create a di ...
Asean: A dynamic gateway to income and growth
UOB Asset Management - Asean’s rising economic and geopolitical clout has rarely been more visible than in recent months. In October 2025, several world leaders including US President Donald Trump and Chinese Premier Li Qiang attended the 47th Asean Summit in Kuala Lumpur, engaging Asean leaders on issues from trade coo ...
Seatrium — engineering the future of global energy
Raphael Lim - Seatrium and its subsidiaries deliver innovative engineering solutions across the global offshore marine and energy sectors. Headquartered in Singapore, the group brings over 60 years of experience in designing and building rigs, floaters, offshore platforms and specialised vessels, alongside ship r ...
RHB keeps ‘buy’ on HRnetGroup, citing its ability in ‘adding more value to customers’
Teo Zheng Long - RHB Group Research’s Alfie Yeo is reiterating his “buy” call on HRnetGroup (SGX: CHZ ) with an unchanged target price of 85 cents. HRnetGroup recently announced that its human resources technology brand, Octomate, secured two contracts from Outward Bound Singapore (OBS) and Sentosa Development ...
Basics of gold investing
Thiveyen Kathirrasan - In the previous article of this series, a general introduction to commodities was discussed. This article will focus on investing in gold and the key points investors should note before investing in this commodity. Gold is classified as a precious metal and a tradable commodity. In the context of in ...
UBS’s Iqbal Khan says 2026 is going to be a year at the crossroads
Kwan Wei Kevin Tan - For most investors, 2025 was a year that ended better than expected. There was a lot to worry about, whether it be the impact of President Donald Trump’s “Liberation Day” tariffs or the geopolitical uncertainties that came from Israel and Hamas or Russia and Ukraine. All those concerns proved ...
Penang’s rising horizon: E&O’s RM60 billion Andaman project moves from homes to hubs
Tan Ai Leng - Malaysian state’s Gurney Drive gains a new neighbour with the opening of a second bridge linking the artificial island to George Town
Penang’s rising horizon: E&O’s RM60 billion Andaman Island moves from homes to hubs
Tan Ai Leng - Penang’s iconic Gurney Drive gains a new neighbour with the recent opening of a second bridge linking Andaman to George Town
Foo of DBS raises target price for GuocoLand to $3.30
The Edge Singapore - Tabitha Foo of DBS Group Research has raised her target price for GuocoLand from $3 to $3.30 after it reported a 14% y-o-y jump in its 1HFY2026 earnings. At $85 million, GuocoLand's bottom line was 64% of Foo's full-year projection. She attributes this to lower-than-expected financing cost ...
JPMAM urges portfolio rebalancing as 2026 tests investors
Samantha Chiew - Just when the market thought 2025 had been turbulent, 2026 is expected to be just as unsettled, if not more so. Even so, opportunities remain for investors who stay disciplined and anchored to sound fundamentals. “We are still talking about a very constructive backdrop,” says Raisah Rasid, globa ...
Sandisk forecasts profit surge, secures supply deal as AI fuels storage demand
SAN FRANCISCO, Jan 29 : Sandisk on Thursday predicted profits and sales well above Wall Street estimates and extended a major supply agreement, riding a surge in artificial-intelligence-driven demand for data storage.The data storage firm forecast fiscal third-quarter revenue with a midpoint of $4.6 ...
The time has come to shutter the World Economic Forum
Katharina Pistor - Canadian Prime Minister Mark Carney delivered a near-flawless speech about the past, present and future of the current world order. It is a text that will almost certainly be cited by future historians. The only problem was the venue: the World Economic Forum’s annual gathering of the rich and pow ...
Festive cheers and new recycling scheme cast spotlight and shadow on beverage producers
Teo Zheng Long - With the upcoming festive celebrations, consumer spending could see an uplift. Besides tossing yusheng, more cans and bottles will be cracked open not only at dinner tables but also during house visits, boosting seasonal sales for beverage producers. However, in the name of sustainability, the gover ...
UOL reaches record level with earnings upside, with residential sales plus value unlock opportunities
The Edge Singapore - Property stocks have been making decent gains amid prospects of further rate cuts, buoyed by a strong Singapore market. UOL Group, a component of the Straits Times Index, stands out for its gain of more than a quarter in the past month alone, reaching a record of $11.18 on Jan 27, following a call b ...
ST Engineering gets a wave of higher target prices as order book hits new high
The Edge Singapore - Singapore Technologies Engineering (STE) on Feb 27 will report lower earnings in FY2025 ended Dec 31, 2025. Still, several analysts have further raised their target prices for this stock to new levels in tandem with an order book reaching a new record. The company ended last year with yet another bu ...
Singapore may be ‘small’ by land, but big for Rolls-Royce
Lionel Lim - The city-state is responsible for about 90% of all the engine blades the British manufacturer makes annually
Brokers' Digest: Info-Tech Systems, Centurion Corp, Raffles Medical Group, Coliwoo Holdings, Seatrium
The Edge Singapore - Info-Tech Systems Price target: CGS International ‘add’ $1.10 ‘Strong re-rating potential’ following post-IPO drop CGS International (CGSI) analysts Meghana Kande and Tan Jie Hui have maintained their bullish view of Info-Tech Systems, assigning an “add” rating and a $1.10 target price. ...
Raffles Education unit’s land in China to be acquired by government for urban planning
Therese Soh - The group says it cannot currently assess the impact of the proposed respossession
Stocks to watch: MPACT, Keppel DC Reit, NetLink NBN, CapitaLand Ascott, GuocoLand, Starhill Global, CDLHT, SGX
Therese Soh - [SINGAPORE] The following companies saw new developments that may affect trading of their securities on Friday (Jan 30):
Mapletree Pan Asia Commercial Trust Q3 DPU rises 2.5% to S$0.0205
Jessie Lim - [SINGAPORE] Mapletree Pan Asia Commercial Trust (MPACT) on Friday (Jan 30) posted a distribution per unit (DPU) of S$0.0205 for the third...
CDLHT’s FY2025 DPS down by 9.8% y-o-y to 4.8 cents
Felicia Tan - CDL Hospitality Trusts (CDLHT) has reported a distribution per stapled security (DPS) of 4.8 cents for the FY2025 ended Dec 31, 2025, 9.8% lower y-o-y, due to the decline in overall net property income (NPI). DPS for the 2HFY2025 inched up by 0.4% y-o-y to 2.82 cents. Total distribution to stapled s ...
CDLHT posts 0.4% rise in H2 DPS to S$0.0282
Deon Loke - Gross revenue for the half-year period is up 7.2 per cent at S$142.5 million
California wealth tax would cause rich to flee, Newsom warns
At least half a dozen billionaires have left California
California wealth tax would cause rich to flee, governor Newsom warns
At least six billionaires have already left the state ahead of the Jan 1 residency cut-off
Keppel DC Reit H2 DPU up 7.1% at S$0.05248 on the back of acquisitions, strong portfolio reversion
Navene Elangovan - It posts a record full-year DPU of S$0.10381
Keppel DC Reit H2 DPU up 7.1% at S$0.05248
Navene Elangovan - It posts a record full-year DPU of S$0.10381
Core inflation in Tokyo slows, still on track to hit BOJ goal
TOKYO, Jan 30 : Core inflation in Japan's capital slowed to a 15-month low in January due to the effects of gasoline subsidies and easing price pressure on food, data showed on Friday, a sign consumers were getting some respite from the rising cost of living.But an index stripping away the effe ...
Core inflation in Japan's capital slows in January
TOKYO, Jan 30 : Core consumer prices in Japan's capital rose 2.0 per cent in January from a year earlier, data showed on Friday, slowing from the previous month but matching the central bank's target.The increase in the Tokyo core consumer price index, which excludes volatile costs of fres ...
Keppel DC REIT's DPU rises 9.8% in FY2025 after setting aside capex and ULP reserves
The Edge Singapore - Keppel DC REIT’s distribution per unit (DPU) rose 9.8% y-o-y to 10.381 cents in FY2025 for the 12 months to Dec 31, 2025. Distributable income rose by 55.2% y-o-y to $268.1 million for FY2025. The increase was mainly driven by contributions from the acquisitions of Keppel DC Singapore 7 and 8 and ...
