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Stocks to watch: OCBC, Seatrium, CapitaLand Investment, Yoma https://bt.sg/L8iy
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1. International: Few exits, limited investor appetite to test South-east Asia’s PE managers https://bt.sg/ji7W
2. Companies: China AI chip firms downgrading designs to secure TSMC production: sources https://bt.sg/EtLi
3. Property: (Opinion) Companies should carry hotels and properties held for own use at fair value https://bt.sg/KYu7
