BT Mark To Market
BT Mark To Market
Playlist by BT Mark To MarketListen 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.Follow the podcast:
63 clip(s) in playlist
Banking on the Singapore banks
The 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 interest margins and soft net interest income. Meanwhile, non-interest income can be volatile and hard to forecast. BT’s Ben P…
17:54
STI 10,000: How the narrative on Singapore is changing
After 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 the STI hit 10,000 by 2040 as suggested by DBS? Senior correspondent Ben Paul explains what the changing narrative on Singa…
18:13
Putting the onus on boards for performance
The authorities are pushing companies to strengthen their businesses, optimise their capital structures, and engage with investors. Are corporate boards up to the task? What might stop them from effecting the necessary changes? How can the interests of boards and minority shareholders be aligned? S…
15:48
Simba-M1 deal: Implications for investors
In 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 StarHub dodged a bullet? Are Singapore’s telco stocks attractive? Senior correspondent Ben Paul delves into the implications …
17:28
Broadening bullishness in Singapore
MAS 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 suffer losses due to market misconduct. Senior correspondent Ben Paul explains how this might reshape the market. Highligh…
13:19
How IFAs influence take-private offers: BT Mark to Market
IFAs 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 involving Sinarmas Land, Dyna-Mac and Great Eastern. Highlights of the podcast: 03:28 Major shareholders versus minorit…
18:09
Are S-Reits losing their mojo? BT Mark to Market
The 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 Paul offers his views on how investors should position themselves. Highlights of the podcast: 03:14 Real estate requires…
18:07
Coping with Trump’s 'Liberation Day' fallout: BT Mark to Market
Just 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 shake the markets again. Senior correspondent Ben Paul explores what it all means for investors. Highlights of the podcast:…
15:47
The big fight at CDL: BT Mark to Market
CDL’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 should investors do? Senior correspondent Ben Paul offers some views. Synopsis: Listen to senior correspondent Ben Paul's ana…
22:25
Can the Singapore market be revived? BT Mark to Market
MAS will farm out S$5 billion to fund managers as part of a national plan to boost the Singapore market. Will the programme succeed? What more needs to happen? BT senior correspondent Ben Paul analyses the latest developments. Synopsis: Listen to senior correspondent Ben Paul's analysis and insigh…
16:25