Can Sats sustain growth amid global supply chain disruption?
Teo Zheng Long - Looking at Sats’s latest results, the company appears to tick all the boxes financially. For the year ended March 31, revenue was at a record high of $6.3 billion, which represents a growth of 9% y-o-y, while its ebitda margin improved 0.3 percentage points to 18.1%. Patmi rose 17% y-o-y to $285.2 ...
Don’t just look at the debutantes
The Edge Singapore - One point is a random occurrence, two points are a straight line, but when there are three points or more, that is a trend. At this point, that is when impressions will be left deep, and change can only come about with much difficulty, if at all. For years, Singapore has not been known as the most c ...
Yen back in danger zone as Tokyo officials keep investors on edge
The currency has been battered by the three-month-long Middle East crisis
Room for new ideas: Private-sector players eye opportunities in Singapore’s senior-living space
Benicia Tan - Options such as intergenerational co-living are emerging, but obstacles to take-up remain, say observers
Singapore’s Sea sets up AI investment team as part of tech pivot beyond e-commerce
Sea has been embedding AI in small ways like through product recommendations and seller tools
Singapore’s Sea sets up AI investment team as part of pivot beyond e-commerce
Sea has been embedding AI in small ways like through product recommendations and seller tools
AI’s impact on jobs won’t be clear-cut, says Nobel laureate Michael Spence
Kwan Wei Kevin Tan - CEOs and business executives looking to evangelise the benefits of AI may want to think twice, if recent events are anything to go by. While the term was once greeted with excitement for its potential to improve efficiency, these days, AI is seen as a way to justify layoffs and hiring freezes. Eric ...
Geo Energy takes the high road to recurring income
Felicia Tan - Previously shunned by the ESG crowd, Charles Antonny Melati is pushing ahead to grow its coal-mining business For decades, the coal industry was seen to be in decline as governments and companies looked to pivot to cleaner energy sources. Yet, if the series of unforeseen (and frankly, unfortunate) e ...
KPMG Australia CEO and audit head quit over whistleblower investigation
The accounting firm audits some of Australia’s biggest companies, including major banks
Zero-cost 10-min sustainability disclosure for SMEs, potential Scope 3 solution for listed firms: Green 100
Lin Daoyi - SMEs can now take their first steps in sustainability reporting at no cost by completing a simplified disclosure that takes approximately 10 minutes, under the newly launched Green 100 initiative. Announced on May 21 during Ecosperity Week by Singapore’s ambassador for climate action, Ravi Menon, ...
The tourism tug-of-war – concerts, cash and culture wars in Malaysia
Tan Ai Leng - The industry is booming again, but so are tensions over culture and identity
Standard Chartered wants AI to do more than dress up digital banking
Nurdianah Md Nur - For decades, banks have used new technology to make traditional banking more accessible. When the internet appeared, many banks simply put their branch forms online. Later, as smartphones became popular, they adapted the same processes for smaller screens. This made banking more convenient, but the ...
Agentic AI and a new world order for chips
Assif Shameen - Last October, I wrote about an artificial intelligence (AI) bubble in the stock market that was about to pop. By the time 2026 came around, the “bubble” narrative had faded, in part because key AI-related stocks were no longer rising at the giddy pace they were months earlier. At the end of Marc ...
Aggressive Asia hikes show few signs of stabilising currencies
Policymakers in developed nations are also signalling aggressive moves
AI and the human compact
Kay Pang - This month, commencement season in the US produced an unusual spectacle. Speakers who invoked artificial intelligence (AI) as the defining opportunity of our time were met not with applause, but with sustained booing from graduating classes. Eric Schmidt, former CEO of Google, was among several to b ...
Mitsubishi Motors unveils pickup, Kei-car collaboration with Nissan
TOKYO, May 29 : Mitsubishi Motors will undertake a joint pickup vehicle project with Nissan Motor in North America, the company said on Friday in its new mid-term business plan.In Japan, the two companies will also carry out joint development and production of Kei-class small cars, which can be eith ...
A booming SGX masks a harder truth about Singapore’s economy
Frankie Ho - Singapore’s stock market has never been worth more. It edged past Indonesia this past week to become Southeast Asia’s largest bourse, Bloomberg reported, with its total market cap rising to US$645 billion ($824 billion) against Jakarta’s US$618 billion. The Straits Times Index (STI), which fir ...
Night and day in the Milky Way of IPOs
Chew Sutat - The IPO stars of 2026 are rapidly lining up as the universe aligns to conjure the holy triumvirate of our AI future in US markets. Officially filed on May 20, Elon Musk’s SpaceX is set to kick off its roadshow on June 8 and begin trading on June 11. And after the traditional summer break, the IPOs ...
Singapore’s income engine is misfiring
Lee Ooi Keong - In 2025, retail investors in Singapore were net buyers of S-REprITs to the tune of $961 million. Over the same period, institutional investors were net sellers of $1.3 billion. Retail investors have been consistent net buyers of the sector every year since 2019. That is not a short-term positioning ...
Foxconn has immense confidence in growth momentum due to AI, chairman says
The company is Nvidia’s biggest server maker and Apple’s top iPhone assembler
Can Singapore equities sustain momentum?
Carmen Lee - Rising share prices on higher trading volume are among the classic indicators favoured by market participants, reflecting healthy price momentum and increasing interest.. This is exactly what has played out in the Singapore market in the last 15 months since the Equity Development Programme (EQDP) w ...
A cold shower for the AI mania
Raghuram G Rajan - AI tools will undoubtedly transform the nature of work. Large language models (LLM) can already generate referee reports for my own research papers that rival those of human referees. Unlike humans, who are always pressed for time, an LLM “knows” or can access much more of the literature in an i ...
Ordinary Americans deserve a fair shot at IPOs
Nicolas S. Rohatyn - This year, two of the most consequential companies in America are expected to go public. SpaceX, which released its initial public offering prospectus last week, is targeting a valuation of at least US$1.75 trillion, the largest debut in market history. OpenAI, whose technology has already altered h ...
India's Wipro rises after expanded partnership to scale AI adoption
May 29 : Shares of Wipro rose 4.67 per cent before the market bell on Friday, after the IT services company said it had expanded its partnership with U.S.-based software provider ServiceNow to deploy agentic AI workflows across core enterprise functions.
India's Wipro up 4% after expanded partnership to scale AI adoption
May 29 : Shares of Wipro rose as much as 4 per cent on Friday, after the IT services company said it had expanded its partnership with U.S.-based software provider ServiceNow to deploy agentic AI workflows across core enterprise functions.The stock later pared gains to trade 2.60 per cent higher at ...
Buying the dip: When are lower prices an opportunity and when are they a trap?
Brian See Toh - A common investing strategy among retail investors is “Buying the dip”. A share price falls, an index pulls back, or a familiar company suddenly appears cheaper than it did just a few weeks earlier, and the instinctive reaction for savvy investors is to view it as an opportunity. Over the long t ...
OUE REIT: The case for prime assets in a volatile world
Julian Wong - OUE REIT CEO Han Khim Siew spent three years overhauling the REIT he inherited, from capital structure and portfolio to strategy. The transformation of a flagship Orchard Road hotel reflects a broader conviction: in an era of persistent uncertainty, the right assets in the right locations can turn v ...
China’s de-dollarisation and the QR code
Daryl Guppy - The idea of de-dollarisation is sometimes promoted as implying the collapse of the US dollar. The move away from the US dollar for everyday transactions and international trade settlement displaces it from its sole dominant position. International trade settlement now has a genuine choice about how ...
China’s ‘slow bull’ financial sector overhaul
Tan Kong Yam - China is building a stronger, more stable and more strategic capital market as part of its next stage of development. One of the aims is to transform the equity market into a tool that can support technological upgrading, provide households with an alternative to excessive reliance on property, and ...
Asia’s energy shock: Who is resilient, who is not?
Nigel Foo - The war involving Iran has raised concerns that Asia will be among the hardest-hit regions, due to its dependence on imported energy. Consumers are already feeling the impact through higher fuel and electricity prices. Looking ahead, however, the economic fallout will vary sharply across countries, ...
From lab to market: Navigating value in a changing biotech landscape
Damien Ng - The global biopharmaceutical landscape is shifting in ways that matter for investors. Disease burdens are rising, and Asia, particularly China, is playing a larger role in shaping research and development. These forces are redefining where innovation happens and how investors should think about the ...
AI giant Anthropic reaches near-trillion dollar valuation, surpassing OpenAI
SAN FRANCISCO: Artificial intelligence company Anthropic said Thursday (May 28) it had raised US$65 billion in a new funding round that values the Claude maker at US$965 billion, more than its archrival OpenAI, the maker of ChatGPT.The latest fundraising round confirms Anthropic's place as one ...
GIC-backed Coda Payments secures MAS major payment institution licence
Deon Loke - It can conduct multiple transactions without being subject to certain threshold limits on volume or float
Singtel maintains prospects of higher dividends; ramps up bid to capture AI growth
The Edge Singapore - From the recent peak of $5.21 in March, the share price of Singapore Telecommunication (Singtel) has dropped by around 14% to close at $4.48 on May 26, including 10% lost after its FY2026 report on May 21. The downtrend contrasts with Singtel’s doubling over the last two years, following the launc ...
