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  • S1E67: Can SGX draw both Reits and tech stocks?
    2026/05/04

    CICT’s acquisition of Paragon demonstrates the strength of the Reit sector, while Addvalue Tech’s value unlocking plan highlights the local market’s weakness in the growth space. Senior correspondent Ben Paul looks at how the Singapore market could be strengthened as a hub for both yield and growth.

    Highlights of the podcast:

    03:30 Big Singapore Reits drive sector liquidity

    05:43 Local growth stocks still drawn to Nasdaq

    09:02 Mergers would strengthen the Reit sector

    13:34 Will SGX-Nasdaq tie-up lift growth stocks?

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    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.

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    17 分
  • S1E66: What the Iran war means for Reit investors
    2026/04/06

    The likelihood of higher interest rates weighing on Reits has risen with the Iran war. As investors become more selective in this once popular segment of the market, sponsor groups may have to adjust their strategies, suggests BT senior correspondent Ben Paul.

    Highlights of the podcast:

    00:47 Bad timing trips up two small Reits

    04:39 A big Reit undeterred by the Iran war

    08:49 Reits no longer offer the best returns

    11:35 Time for sponsors, investors to adjust

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    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.

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    17 分
  • S1E65: How the Value Unlock push will lift the market
    2026/03/02

    The recently launched Value Unlock scheme could be as significant as the S$5 billion Equity Market Development Programme in boosting local stocks. SGX’s Chan Kum Kong explains to BT senior correspondent Ben Paul how this latest initiative will work and why companies should seize the opportunity.

    Highlights of the podcast:

    07:35 How magic can happen in the local market

    11:25 Grants disbursed after results are delivered

    14:10 Market rebound is an opportunity for issuers

    18:20 Carrot and stick approach right for local market

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

    ---

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

    With Chan Kum Kong, head of capital market development, SGX

    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.

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    不明
  • S1E64: What’s up with GIC and Temasek’s performance?
    2026/02/02

    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 returns raised in Parliament

    04:17 Mandates, portfolios and performance

    08:47 US mega-caps now dominate indices

    09:41 Was GIC wrong to tamp down risk?

    12:17 Temasek’s big exposure to Singapore

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    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.

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    16 分
  • S1E63: SGX’s new plan to draw new listings
    2026/01/05

    Several initiatives over the years to draw quality listings to Singapore have not worked. Will the SGX-Nasdaq dual-listing bridge be any different? Why are many recent IPOs underwater? Senior correspondent Ben Paul delves into the matter.

    Highlights of the podcast:

    02:53 Singapore's long battle for quality listings

    07:00 SGX-Nasdaq link may be a game changer

    10:11 New listings upstaged by hot STI stocks?

    16:55 Delivering results key to drawing investors

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    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: Emily Liu & Claressa Monteiro

    Produced by: Ben Paul, Emily Liu & 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.

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    19 分
  • S1E62: Banking on the Singapore banks
    2025/12/01

    The surge in provisions that crushed UOB’s third quarter earnings might not be the lender’s only problem. Along with DBS and OCBC, it is also grappling with normalising net interest margins and soft net interest income. Meanwhile, non-interest income can be volatile and hard to forecast. BT’s Ben Paul offers his views on the outlook for the three Singapore banks.

    Highlights of the podcast:

    00:24 Banks’ performance now cooling, diverging

    05:21 Surging net interest margins are normalising

    08:31 Did UOB’s big provisions spook the market?

    14:19 How to position the banks in your portfolios

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    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 & Emily Liu

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

    Follow BT Mark To Market:

    Channel: bt.sg/btmark2mkt

    Apple Podcasts: bt.sg/4DJp

    Spotify: bt.sg/4DJN

    Website: bt.sg/mark2mkt

    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

    WealthBT: bt.sg/btwealthbt

    PropertyBT: bt.sg/btpropertybt

    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.

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    18 分
  • 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

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    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.

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    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

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    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.

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    16 分