Software stocks shudder as AI threat looms, KKR, Singtel acquire STT GDC for S$6.6 billion

Market news for February 4, 2026: AI fears trigger software stock sell-off; Japan gears up for lower house elections; Gold rebounds back to $5,100; Bitcoin falls to $72,000; KKR, Singtel buy STT GDC for S$6.6 billion in one of Asia’s largest data centre deals. Synopsis: Market Focus Daily is a clo…

US-EU Mineral Deal Targets China; UK Eyes Advanced Nuclear and Bitcoin Slumps

Headline news for February 4, 2026: EU and US cut a deal on minerals to curb China; Britain to develop advanced nuclear reactors; bitcoin continues to slide and New Zealand’s jobless rate at its highest.  Synopsis: A round up of global headlines to start your day by The Business Times.  Written b…

Beyond the dollar: Rethinking the US-heavy portfolio

The US-centric portfolio is out. The multipolar world is in. But how do you navigate the shift? What are actionable diversification strategies, from overlooked European value to high-grade Emerging Market (EM) debt and non-US innovation hubs? Barclays Private Bank’s Ken Sze dissects the compelling …

AI leads Asian stocks, gold rebound, Singtel mulls US$10 billion data centre acquisition

Market news for February 3, 2026: Japan's Nikkei jumps near 4%, closes at record high; Australia raises rates for first time in two years; Gold rebounds more than 3% after sharp sell-off; Trump cuts India tariffs in trade deal; Kore rises 8.3%, Singtel up 4.5%. Synopsis: Market Focus Daily is a cl…

US and India Strike Tariff Deal as Markets React

Headline news for February 3, 2026: President Trump and India clinch a deal cutting US tariffs to 18% as New Delhi halts Russian oil purchases and expands trade ties; cryptocurrencies slump, gold rebounds and South Korean inflation eases.  Synopsis: A round up of global headlines to start your day…

Buy, build, or both? Rethinking growth in a tougher market

Corporate growth used to be straightforward. Now it’s a strategic balancing act. In this episode of Ask PwC Singapore, Claressa Monteiro speaks with Richard Eu, Satoshi Yoshida and Ling Tok Hong about how Eu Yan Sang is navigating ownership change, digital transformation and expansion — while pres…

What’s up with GIC and Temasek’s performance?

The 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 correspondent Ben Paul delves into dissonance, and offers some suggestions. Highlights of the podcast: 00:43 Trailing …

Gold tumbles 10% as Trump picks the next Fed Chairman

Market news for February 2, 2026: Gold falls 1.5% on firm US dollar; SGX-listed gold-linked counters lose steam on yellow metal’s decade-worst retreat; Indonesian stocks fall after last week’s dramatic shake-up, US$80 billion rout. Synopsis: Market Focus Daily is a closing bell roundup by The Busi…

Iran Warns of Conflict; Asia Factories Accelerate; Singapore Rental Cars Surge

Headline news for February 2, 2026: Iran threatens regional conflict as Washington boosts its military presence. Manufacturing gauges in South Korea and Japan strengthen. U.K. sentiment steadies, while Singapore’s rental car fleet climbs to a record share. Synopsis: A round up of global headlines …

Investing discipline in the age of algorithms

Artificial intelligence (AI) promises market nirvana, but is it a silver bullet or just another risk factor? Does AI really democratise knowledge and accelerate trading? How come it fails to conquer the ultimate portfolio killer: human indiscipline? Join Howie Lim and OANDA's Philip Waters as they …