#btopinion

#BTOpinion: Singapore needs global perspective to be a philanthropy hub To become a regional philanthropy hub, Singapore must engage in the most important issues, and some of the biggest harms do not respect borders such…

[#BTOpinion] FTX fallout: Does Temasek have to be on bleeding edge of tech to get best returns? Temasek only had a 1% stake in FTX and no board seat. Couldn’t it have learnt everything it needed to know about FTX through…

#BTOpinion: Higher rates inflict pain on borrowers but economy, not just banks, benefits As Singapore's three local banks benefit from higher interest rates, they can do more to create jobs, retain talent, invest in tech…

#BTOpinion: Fixing the economy will be the real test for Malaysia’s new prime minister Veteran politician Anwar Ibrahim comes onboard at a critical juncture in Malaysian history, when its politics is arguably the most fr…

#BTOpinion: Hyflux criminal charges: Investors won’t be made whole, but may feel sense of justice being done While investigating potential wrongdoing more proactively may not save investors from losing money on the likes…

#BTOpinion: Hotels a bright spot for Singapore property groups, for now Missing from the action, however, are visitors from China, once the biggest source of tourist arrivals. China remains a wild card for the Singapore…

#BTOpinion: Tipping Singapore into a recession to ease labour market tightness would be a very bad idea Singapore is now in a two-speed economy - externally oriented sectors are hit by sharp slowdowns in global growth wh…

#BTOpinion: Investors should watch inflation and regulatory impact amid Grab’s cost cuts Grab is still burning through a great deal of cash. It used up US$783 million in net cash from operations for the nine months to Se…

#BTOpinion: Crypto investors should look in the mirror when apportioning blame Retail investors were, perhaps, seduced by the possibility of making a life-changing fortune by trading cryptocurrencies.

#BTOpinion: Paying rent in the interim makes sense for would-be first time home buyers As one pays rent, one’s savings in the CPF Ordinary Account, which pays an interest rate of at least 2.5% per annum, could be buildin…

#BTOpinion: Banks are raising interest rates even as investors have been piling into stocks – what happens now? CPF could be on the brink of adjusting Special Account interest rates, as 10-year Singapore government bond…

#BTOpinion: Mass lay-offs in Big Tech are an old-guard mistake Twitter, Meta and Amazon are repeating what history has proved to be a deeply risky strategy, weakening companies in the long term for short-term savings.

#BTOpinion: Tone down expectations post-Party congress, but hold on to hope in a slower-growing China Can China be secure and stable if its economy grows in the low single digits? Will unrest brew if there are insufficie…

#BTOpinion: Purpose-bound money, still searching for its purpose Underwhelming and unwieldy is how BT's Kelly Ng described the process of paying for lunch using “purpose-bound digital Singapore dollars”.

#BTOpinion: Reits can withstand debt costs resetting to much higher levels Carrying out asset enhancement works to help grow income, such as what Mapletree Pan Asia Commercial Trust is doing at VivoCity, can help Reits f…

#BTOpinion: Hong Kong and Singapore: What it takes to be a leading crypto hub While Hong Kong may have loosened some regulations on retail crypto, Singapore has instead tightened these regulations and chosen to focus on…

#BTOpinion: S-Reits’ Q3 results a preview of the potential horror show at the next earnings season With the full impact of the interest rate hikes not yet included into the S-Reits’ cost of debt, and interest rates likel…

#BTOpinion: Singtel, StarHub lack clear enterprise strategy to drive longer-term performance While both telcos still have very substantial and profitable consumer operations, margins on consumer services have been hit as…

#BTOpinion: Gear’s break-up and delisting lowballs minority investors and does nothing for the environment More galling than the miserly exit offer, Golden Energy and Resources (Gear) has rationalised the whole corporate…

#BTOpinion: ST Engineering’s US marine venture shows a rich order book is not always profitable More companies would do well to follow in ST Engineering’s footsteps, and conduct regular portfolio reviews to focus on busi…

#BTOpinion: To restore confidence in Sats, its board and management should buy the stock This is not a big ask, says BT's Ben Paul. "By demonstrating their willingness to invest a meaningful amount of their personal mone…

#BTOpinion: Investors must make their voices heard in current consultation on listing rule changes SGX should look into ways to ensure that independent directors appointments do not become cushy sinecures for senior corp…

#BTOpinion: 10 years minimum occupancy and clawback of resale proceeds – no sweat! PLH flats can be good buys For a new HDB home, perhaps one can do just as well with buying a PLH unit versus a non-PLH one, says senior c…

#BTOpinion: Massive share buybacks not the answer; Hongkong Land needs restructuring to unlock value Despite spending millions on repurchasing shares, leading landlord Hongkong Land continues to see its share price trade…

#BTOpinion: Betting on a new social trend: A love story While BT's Ben Paul may not have found "the one" via dating apps, he does find opportunities, however, to invest in the long-term growth of some of the world's most…

#BTOpinion: Companies’ nonchalance toward SGX queries on pay shows why mandatory disclosure may be necessary Disclosures are becoming increasingly necessary in the global competition for investors’ dollars, as large inst…

#BTOpinion: Smoothing the way for O&M merger must also be about paving a green highway for Sembmarine? Will taking a unit off Keppel’s hands put Sembmarine in a position to outmanoeuvre Keppel in the green energy space i…

#BTOpinion: Firm property prices are a silver lining as rising interest rates batter listed property plays The equities market may be more than adequately pricing in the headwinds from higher interest rates – provided de…

#BTOpinion: Hydrogen the key puzzle piece for Singapore’s decarbonisation It is the most abundant element in the universe, but the ability to produce and transport the fuel at an affordable scale requires more investment…

#BTOpinion: Value could be emerging for some S-Reits after the sell-off A dozen S-Reits hit their 52-week lows last Friday (Oct 21), including CapitaLand Integrated Commercial Trust, Mapletree Industrial Trust and Fraser…