#btopinion

#BTOpinion: Upcoming Fed rate cuts may not have major implications for the next MAS decision Domestic considerations will continue to dominate Singapore’s upcoming monetary policy move in October.

#BTOpinion: Singapore’s Nasdaq-listed companies attracting all the wrong attention MoneySmart’s founder and chief executive officer Vinod Nair said that the offer was “unsolicited”, and the company followed up with its o…

#BTOpinion: Silverlake Axis should ask IFA to push the boundaries in assessing take-private offer This will underscore the board’s independence on the matter, and signal its confidence in the value creation capacity of t…

#BTOpinion: HDB should push on with tough task of addressing affordability while serving groups with widely varying buying power In a world where many societies are fracturing, common experiences provided by the local ed…

#BTOpinion: MAS review group should build on market’s track record, seek to strengthen big local companies While investors should not be shielded from the risk of losing money, their apparent lack of confidence in the lo…

#BTOpinion: How the Fed will help Singapore Reits outshine banks Will landlords step into the spotlight as banks retreat? With monetary easing in sight, Singapore REITs may see better days ahead.

#BTOpinion: Chinese EV makers outpace Tesla in South-east Asia’s electric car race The real question now is whether Tesla can adjust its strategy to regain ground, or if South-east Asia’s EV future will increasingly see…

#BTOpinion: Fed rate cuts have mixed impact on stocks, so don’t get carried away Investors should carefully examine the thesis for any purchases, especially since equities have been on a generally upward trajectory for t…

#BTOpinion: Market’s contrasting reactions to Grab’s and Sea’s financials show that growth alone is not enough Talking up macroeconomic tailwinds that could raise top and bottom line growth hasn’t swayed investors.

#BTOpinion: Subdued bidding for housing sites will persist if sales at new condo launches are tepid Modest take-up rates at new home launches spell trouble for developers. And developers will temper housing land bids whe…

#BTOpinion: New dawn for S-Reits as Fed cuts get underway As interest rates gradually fall and market sentiment turns more positive on S-Reits, investors should be prepared for a surge in fundraising and acquisitions.

#BTOpinion: Lessons to grow the local stock market from fantasyland’s Great Eastern-Income Insurance union Will business owners sacrifice near-term value to help develop Singapore’s bourse?

#BTOpinion: Tighter HDB loan limit will cool resale flat prices; choice units should still see firm demand Being forced to borrow less can be a blessing when a homeowner loses a job or enrols in a full-time course to ret…

#BTOpinion: Rallying the nation with hope, not fear Lawrence Wong’s first National Day Rally eschewed technical policy justifications in favour of a personal framing.

#BTOpinion: Property groups should sell low-yielding investment properties, go slow in raising debt Is borrowing for low-yield properties wise? Perhaps property groups should consider asset divestment and housing develop…

#BTOpinion: CEO change at DBS unfolding at an uncertain time As an investor, I would be wary of betting on DBS continuing to deliver peer-beating returns as Gupta bows out, says BT's Ben Paul.

#BTOpinion: MAS review group or not, boards and directors need to be more dynamic Even as directors manage business risks and are careful not to fall foul of the rules and regulations, getting the right balance with the…

#BTOpinion: In providing re-employment support, will Singapore’s fourth-generation leadership remain wary of giving too much? Recent scrutiny of errant doctors and healthcare insurance may signal continued caution.

#BTOpinion: Will the HDB resale market, land tenure and senior living feature at this year’s NDR? Will there be major changes to public housing in PM Lawrence Wong’s maiden National Day Rally speech on Aug 18? The strong…

#BTOpinion: MAS review group needs to bring stakeholders together, and find a way to realign their interests What if global market turmoil persists in the months ahead? Will that result in any recommendations by the revi…

#BTOpinion: Has the AI bubble finally popped? The AI bull market began only in October 2022 – less than two years ago; the only thing that can save it is the US Federal Reserve.

#BTOpinion: DBS’ incoming CEO should make light of filling big shoes and grow the next leadership core Winning over the confidence of stakeholders is tough when one succeeds a long-serving, highly regarded and charismati…

#BTOpinion: GoTo investors may need a more exciting growth story GoTo’s improving financials should be a positive factor, but investors remain lukewarm. Its share price has fallen 85.2% since its US$1.1 billion IPO in 20…

#BTOpinion: Sats is prudent to hold off food hub construction It says disruptions in the global supply chain have amplified the rise in materials pricing while construction and labour costs surge on inflationary pressure…

#BTOpinion: Takeaways from a S$93.9 million Tanglin Hill GCB deal Rather than build a boutique condominium with 50 flats and gross development value (GDV) of close to S$100 million, a developer may be better off building…

#BTOpinion: Should ThaiBev’s minority shareholders support the proposed FPL-F&N share swap? Frasers Property and F&N are plainly undervalued, but ascribing a precise fair value to a company can be tricky.

#BTOpinion: Proposed changes to leverage limits for S-Reits make sense given Manulife US Reit’s experience On the face of it, these proposals are a loosening of the current rules. Will the proposed rule changes undermine…

#BTOpinion: Grab’s failed Trans-cab acquisition highlights challenge of solving structural issue of driver supply Driver supply has been tight in Singapore: with long wait times and increasing prices of a ride. The Singa…

#BTOpinion: Singapore’s gravity-defying property prices hurt productivity, innovation and diversity A healthy property market is good for the economy. However, a lack of price correction in line with the rest of the worl…

#BTOpinion: Give developers more time – up to 7 years – to complete and sell homes in large projects Give the residential en bloc market a boost by encouraging developers to take on collective sales of old developments o…