About this podcast
Listen to logical analysis and insight on market trends and corporate issues in Singapore. Hosted by Ben Paul. A podcast of BT Correspondents.
Produced by BT Podcasts, The Business Times, SPH Media.
Episodes
The newest 20 of 74 episodes
- S1E73: How to break Singapore’s IPO curse · 16 min · Season 1 Episode 73Newly listed companies may perform poorly for a variety of reasons, but the fact that nearly all of this year’s IPOs are underwater is itself a problem. Senior correspondent Ben…
- S1E72: Tiong Woon Corporation: Big profits in heavy lifting · 35 min · Season 1 Episode 72Crane owner Tiong Woon is reporting stronger earnings, boosting its capital expenditure and lifting its dividend. Its CEO Michael Ang and CFO William Tan sit down with BT’s Ben…
- S1E71: Rising bond yields and the Singapore market · 20 min · Season 1 Episode 71DBS, OCBC and UOB have soared this year while the real estate investment trusts have struggled. Will rising bond yields reinforce this divergence? Or, are the banks getting too…
- S1E70: Frasers Property’s hospitality revamp · 19 min · Season 1 Episode 70Frasers Property Ltd (FPL) is working with its controlling shareholder to lighten its balance sheet after taking its hospitality Reit private. Its chief financial officer (CFO)…
- S1E69: Navigating chaotic markets · 30 min · Season 1 Episode 69With a focus on macro fundamentals and careful asset allocation, Maybank chief investment officer (CIO) Eddy Loh is helping investors navigate uncertain markets. He talks to BT’s…
- S1E68: Marco Polo Marine powers on: A conversation with its CEO · 25 min · Season 1 Episode 68Marco Polo Marine has the wind in its sails as investor attention in the Singapore market turns to smaller cap stocks. Its CEO Sean Lee answers questions from BT’s Ben Paul about…
- S1E67: Can SGX draw both Reits and tech stocks? · 17 min · Season 1 Episode 67CICT’s acquisition of Paragon demonstrates the strength of the Reit sector, while Addvalue Tech’s value unlocking plan highlights the local market’s weakness in the growth space…
- S1E66: What the Iran war means for Reit investors · 17 min · Season 1 Episode 66The likelihood of higher interest rates weighing on Reits has risen with the Iran war. As investors become more selective in this once popular segment of the market, sponsor…
- S1E65: How the Value Unlock push will lift the market · 26 min · Season 1 Episode 65The recently launched Value Unlock scheme could be as significant as the S$5 billion Equity Market Development Programme in boosting local stocks. SGX’s Chan Kum Kong explains to…
- S1E64: What’s up with GIC and Temasek’s performance? · 16 min · Season 1 Episode 64The government has said GIC and Temasek have performed reasonably and within expectations given their mandates. Yet, their returns have trailed some of their global peers. Senior…
- S1E63: SGX’s new plan to draw new listings · 19 min · Season 1 Episode 63Several initiatives over the years to draw quality listings to Singapore have not worked. Will the SGX-Nasdaq dual-listing bridge be any different? Why are many recent IPOs…
- S1E62: Banking on the Singapore banks · 18 min · Season 1 Episode 62The surge in provisions that crushed UOB’s third quarter earnings might not be the lender’s only problem. Along with DBS and OCBC, it is also grappling with normalising net…
- S1E61: STI 10,000: How the narrative on Singapore is changing · 18 min · Season 1 Episode 61After a lost decade following the Global Financial Crisis, the Singapore market is finally reflecting the city-state’s economic dynamism and embrace of new technologies. Could…
- S1E60: Putting the onus on boards for performance · 16 min · Season 1 Episode 60The authorities are pushing companies to strengthen their businesses, optimise their capital structures, and engage with investors. Are corporate boards up to the task? What…
- S1E59: Simba-M1 deal: Implications for investors · 17 min · Season 1 Episode 59In a surprise twist, Simba rather than StarHub has emerged as the acquirer of M1’s telco business. Has the plucky upstart outflanked its more established competitor? Or, has…
- S1E58: Broadening bullishness in Singapore · 13 min · Season 1 Episode 58MAS has begun appointing fund managers under its S$5 billion Equities Market Development Programme, and plans to consult proposals to enable investors to seek recourse if they…
- S1E57: How IFAs influence take-private offers: BT Mark to Market · 18 min · Season 1 Episode 57IFAs play a big role in take-private offers, but their work is often criticised by investors. Senior correspondent Ben Paul looks at what they have done right and wrong in deals…
- S1E56: Are S-Reits losing their mojo? BT Mark to Market · 18 min · Season 1 Episode 56The rationale for Paragon Reit and FHT seeking to delist hold important lessons on the risks of investing in S-Reits, and how to ride the next upcycle. Senior correspondent Ben…
- S1E55: Coping with Trump’s 'Liberation Day' fallout: BT Mark to Market · 16 min · Season 1 Episode 55Just weeks after Donald Trump’s "Liberation Day", the S&P 500 has recovered almost all the ground it lost. But supply shocks in the US and demand shocks everywhere else could…
- S1E54: The big fight at CDL: BT Mark to Market · 22 min · Season 1 Episode 54CDL’s executive chairman called the recent appointment of two independent directors a boardroom “coup”, but changed his mind two weeks later. Is the fight really over? What…
