Keep calm and carry on, in Singapore: BT Mark to Market (Ep 45)
Shifting economic thinking and geopolitical tensions is making the world more dangerous for big companies and investors. But Fed rate cuts, reverse globalisation and value-unlocking restructurings could spur relatively undervalued stocks in Singapore. Ben Paul explains why. Synopsis: Listen to sen…
ARA H-Trust, Cromwell E-Reit get new sponsors: BT Mark to Market (Ep 44)
Control of ARA H-Trust and Cromwell E-Reit has passed to new sponsor groups. What drove the transactions? Will the deals boost the depressed market value of the two property trusts? Senior correspondent Ben Paul delves into the story. Synopsis: Listen to senior correspondent Ben Paul's analysis an…
SGX RegCo focuses on shareholder value: BT Mark to Market (Ep 43)
SGX RegCo is trying to remove impediments to shareholder-requisitioned EGMs, to subject companies to greater market discipline. Its CEO Tan Boon Gin talks to BT’s Ben Paul about how this aligns with the larger goal of boosting shareholder value and creating a more vibrant market. Synopsis: Listen …
Reits are under pressure. Is it time to invest? BT Mark to Market (Ep 42)
Higher interest rates and the reduced availability of debt is weighing on the whole Reit sector. Should investors look for winners among the biggest losers in the sector? Or, among the ones that have sustained their performance? BT’s Ben Paul and Raphael Lim offer some answers. Synopsis: Listen t…
Behind the minority-investor movement at Great Eastern: BT Mark to Market (Ep 41)
A group of minority shareholders at Great Eastern have put through three resolutions to address their assessment of Great Eastern's shares. Their attempt to table these resolutions at the upcoming AGM has been rejected. What is next? BT's Ben Paul sits down with independent investor Ong Chin Woo t…
Is this the end for Cordlife? BT Mark to Market (Ep 40)
Cordlife Group is in big trouble. Last November, the Ministry of Health suspended the company’s operations after it found significant issues with its cord blood storage system. How did things get so bad? Can the company really come back from this crisis? Ben Paul sits down with reporter Megan Cheah…
Winning with Reits in 2024: BT Mark to Market (Ep 39)
How can Singapore’s Reits and property trusts adjust to the “new normal” of higher interest rates and slower growth? Especially since the outlook for economic growth - after all the monetary policy tightening that took place over the last two years - is rather uncertain. Ben Paul has some suggestio…
Property trust investors agitate for change: BT Mark to Market (Ep 38)
Minority investor fury at Manulife US Reit, Sabana Reit and Dasin Retail Trust has turned the spotlight on the effectiveness of the statutory protections under the external-manager model adopted by most Singapore Reits and business trusts. But switching to an internal-manager model is not a simple …
How to fix Singapore’s stock market: BT Mark to Market (Ep 37)
The Singapore market’s poor performance and lack of exciting new listings are multifaceted problems that require simultaneous action on different fronts. Senior correspondent Ben Paul gets to grips with issues, and offers some possible solutions. Synopsis: Listen to senior correspondent Ben Paul'…
Rising costs bring the bears back: BT Mark to Market (Ep 36)
Rising oil prices and stubbornly resilient economic activity may prompt the Fed and other central banks to keep monetary policy tighter for longer than expected. This could be bad news for US tech stocks, Singapore real estate investment trusts and regional economies with weak current accounts. S…