エピソード

  • S1E61: STI 10,000: How the narrative on Singapore is changing
    2025/11/03

    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 Singapore means for investors.

    Highlights of the podcast:

    00:54 DBS paints alluring picture of local market

    05:19 Big investments, AI among drivers of STI

    10:08 STI’s composition may change as it climbs

    15:48 Tread carefully with small, less liquid Reits

    ---

    Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

    ---

    Written and hosted by: Ben Paul (benpaul@sph.com.sg)

    Edited by: Howie Lim & Claressa Monteiro

    Produced by: Ben Paul, Howie Lim & Chai Pei Chieh

    A podcast by BT Podcasts, The Business Times, SPH Media

    Follow BT Correspondents:

    Channel: bt.sg/btcobt

    Amazon: bt.sg/btcoam

    Apple Podcasts: bt.sg/btcoap

    Spotify: bt.sg/btcosp

    YouTube Music: bt.sg/btcoyt

    Website: bt.sg/btcorresp

    Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.

    ---

    Discover more BT podcast series:

    BT Money Hacks: bt.sg/btmoneyhacks

    BT Podcasts: bt.sg/pcOM

    BT Market Focus: bt.sg/btmktfocus

    BT Lens On: bt.sg/btlenson

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    18 分
  • S1E60: Putting the onus on boards for performance
    2025/10/06

    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? Senior correspondent Ben Paul offers some views..

    Highlights of the podcast:

    01:55 Directors ought to be catalysts for value creation

    03:25 Market benchmarks are recognition mechanisms

    09:13 Controlling shareholder backing required for change

    12:48 Align interests of boards and minority shareholders

    ---

    Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

    ---

    Written and hosted by: Ben Paul (benpaul@sph.com.sg)

    Edited by: Howie Lim & Claressa Monteiro

    Produced by: Ben Paul, Howie Lim & Chai Pei Chieh

    A podcast by BT Podcasts, The Business Times, SPH Media

    Follow BT Correspondents:

    Channel: bt.sg/btcobt

    Amazon: bt.sg/btcoam

    Apple Podcasts: bt.sg/btcoap

    Spotify: bt.sg/btcosp

    YouTube Music: bt.sg/btcoyt

    Website: bt.sg/btcorresp

    Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.

    ---

    Discover more BT podcast series:

    BT Money Hacks: bt.sg/btmoneyhacks

    BT Podcasts: bt.sg/pcOM

    BT Market Focus: bt.sg/btmktfocus

    BT Lens On: bt.sg/btlenson

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    16 分
  • S1E59: Simba-M1 deal: Implications for investors
    2025/09/01

    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 of the deal.

    Highlights of the podcast:

    03:46 Does consolidation mean less competition?

    05:16 How the telcos have jostled for market share

    08:12 Simba’s ASX-listed parent tapping investors

    13:25 StarHub prepares to fight, reduces guidance

    ---

    Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

    ---

    Written and hosted by: Ben Paul (benpaul@sph.com.sg)

    Edited by: Howie Lim & Claressa Monteiro

    Produced by: Ben Paul, Howie Lim & Chai Pei Chieh

    A podcast by BT Podcasts, The Business Times, SPH Media

    Follow BT Correspondents:

    Channel: bt.sg/btcobt

    Amazon: bt.sg/btcoam

    Apple Podcasts: bt.sg/btcoap

    Spotify: bt.sg/btcosp

    YouTube Music: bt.sg/btcoyt

    Website: bt.sg/btcorresp

    Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.

    ---

    Discover more BT podcast series:

    BT Money Hacks: bt.sg/btmoneyhacks

    BT Podcasts: bt.sg/pcOM

    BT Market Focus: bt.sg/btmktfocus

    BT Branded Podcasts: bt.sg/brpod

    BT Lens On: bt.sg/btlenson

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    17 分
  • S1E58: Broadening bullishness in Singapore
    2025/08/04

    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.

    Highlights of the podcast:

    02:28 A S$5 billion boost to smaller-cap stocks

    04:36 EQDP fund managers should press for change

    07:49 Reducing “friction” to seeking civil recourse

    10:43 Boardroom or courtroom? Try the public square

    ---

    Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

    ---

    Written and hosted by: Ben Paul (benpaul@sph.com.sg)

    Edited by: Howie Lim & Claressa Monteiro

    Produced by: Ben Paul, Howie Lim & Chai Pei Chieh

    A podcast by BT Podcasts, The Business Times, SPH Media

    Follow BT Correspondents:

    Channel: bt.sg/btcobt

    Amazon: bt.sg/btcoam

    Apple Podcasts: bt.sg/btcoap

    Spotify: bt.sg/btcosp

    YouTube Music: bt.sg/btcoyt

    Website: bt.sg/btcorresp

    Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.

    ---

    Discover more BT podcast series:

    BT Money Hacks: bt.sg/btmoneyhacks

    BT Podcasts: bt.sg/pcOM

    BT Market Focus: bt.sg/btmktfocus

    BT Branded Podcasts: bt.sg/brpod

    BT Lens On: bt.sg/btlenson

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    13 分
  • S1E57: How IFAs influence take-private offers: BT Mark to Market
    2025/07/01

    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 minorities

    06:04 Lowball offers draw heightened scrutiny

    10:15 Consider private market value of assets

    13:30 Hew to the thinking of minority investors

    ---

    Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

    ---

    Written and hosted by: Ben Paul (benpaul@sph.com.sg)

    Edited by: Howie Lim & Claressa Monteiro

    Produced by: Ben Paul, Howie Lim & Chai Pei Chieh

    A podcast by BT Podcasts, The Business Times, SPH Media

    Follow BT Correspondents:

    Channel: bt.sg/btcobt

    Amazon: bt.sg/btcoam

    Apple Podcasts: bt.sg/btcoap

    Spotify: bt.sg/btcosp

    YouTube Music: bt.sg/btcoyt

    Website: bt.sg/btcorresp

    Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.

    ---

    Discover more BT podcast series:

    BT Money Hacks: bt.sg/btmoneyhacks

    BT Podcasts: bt.sg/pcOM

    BT Market Focus: bt.sg/btmktfocus

    BT Branded Podcasts: bt.sg/brpod

    BT Lens On: bt.sg/btlenson

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    18 分
  • S1E56: Are S-Reits losing their mojo? BT Mark to Market
    2025/06/02

    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 periodic reinvestment

    04:48 Higher debt costs, lower market valuations

    08:46 Sponsor groups adapt to changing market

    13:04 Turnaround coming; go for biggest S-Reits

    ---

    Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

    ---

    Written and hosted by: Ben Paul (benpaul@sph.com.sg)

    Edited by: Howie Lim & Claressa Monteiro

    Produced by: Ben Paul, Howie Lim & Chai Pei Chieh

    A podcast by BT Podcasts, The Business Times, SPH Media

    ---

    Follow BT Correspondents:

    Channel: bt.sg/btcobt

    Amazon: bt.sg/btcoam

    Apple Podcasts: bt.sg/btcoap

    Spotify: bt.sg/btcosp

    YouTube Music: bt.sg/btcoyt

    Website: bt.sg/btcorresp

    Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.

    ---

    Discover more BT podcast series:

    BT Money Hacks: bt.sg/btmoneyhacks

    BT Podcasts: bt.sg/pcOM

    BT Market Focus: bt.sg/btmktfocus

    BT Branded Podcasts: bt.sg/brpod

    BT Lens On: bt.sg/btlenson

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    18 分
  • S1E55: Coping with Trump’s 'Liberation Day' fallout: BT Mark to Market
    2025/05/05

    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:

    01:03 Trump blinked amid bond market turmoil

    03:47 Get ready for demand and supply shocks

    08:00 Triffin dilemma leading to Trump disaster

    12:45 Hold cash and wait for new opportunities

    ---

    Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

    ---

    Written and hosted by: Ben Paul (benpaul@sph.com.sg)

    Edited by: Howie Lim & Claressa Monteiro

    Produced by: Ben Paul, Howie Lim & Chai Pei Chieh

    A podcast by BT Podcasts, The Business Times, SPH Media

    ---

    Follow BT Correspondents:

    Channel: bt.sg/btcobt

    Amazon: bt.sg/btcoam

    Apple Podcasts: bt.sg/btcoap

    Spotify: bt.sg/btcosp

    YouTube Music: bt.sg/btcoyt

    Website: bt.sg/btcorresp

    Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.

    ---

    Discover more BT podcast series:

    BT Money Hacks: bt.sg/btmoneyhacks

    BT Podcasts: bt.sg/pcOM

    BT Market Focus: bt.sg/btmktfocus

    BT Branded Podcasts: bt.sg/brpod

    BT Lens On: bt.sg/btlenson

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    16 分
  • S1E54: The big fight at CDL: BT Mark to Market
    2025/03/31

    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 analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.

    Highlights of the podcast:

    02:05 Short-lived fight was ostensibly about governance

    10:12 Why market regulators will probably do nothing

    12:30 Minorities have to accept the Kweks are in charge

    18:08 Grill each of the directors, and vote accordingly

    ---

    Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

    ---

    Written and hosted by: Ben Paul (benpaul@sph.com.sg)

    Edited by: Howie Lim & Claressa Monteiro

    Produced by: Ben Paul, Howie Lim & Chai Pei Chieh

    A podcast by BT Podcasts, The Business Times, SPH Media

    ---

    Follow BT Correspondents:

    Channel: bt.sg/btcobt

    Amazon: bt.sg/btcoam

    Apple Podcasts: bt.sg/btcoap

    Spotify: bt.sg/btcosp

    YouTube Music: bt.sg/btcoyt

    Website: bt.sg/btcorresp

    Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.

    ---

    Discover more BT podcast series:

    BT Money Hacks: bt.sg/btmoneyhacks

    BT Podcasts: bt.sg/pcOM

    BT Market Focus: bt.sg/btmktfocus

    BT Branded Podcasts: bt.sg/brpod

    BT Lens On: bt.sg/btlenson

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    22 分