MAS will farm out S$5 billion to fund managers as part of a national plan to boost the Singapore market. Will the programme succeed? What more needs to happen? BT senior correspondent Ben Paul analyses the latest developments. 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: 04:51 MAS review group beats low expectations 08:23 STI lifted by value unlocking, repositioning 10:54 Many market watchers are still sceptical 13:32 ..read more

OCBC’s offer for Great Eastern resulted in the insurer being suspended from trading. But the remaining minority shareholders of the insurer haven’t yet given in. And, one of them has made an interesting proposal. Senior correspondent Ben Paul examines the investment and regulatory implications of the story. 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: 00:48 Great Eastern is suspended, but the story isn’t over 04:29 Di ..read more

Solid US economic performance and Fed rate cuts provide a strong underpinning for the markets, despite the risks posed by Trump 2.0. BT senior correspondent Ben Paul offers views on how to invest in 2025. 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: 02:40 US economic resilience is still surprising forecasters 04:12 Analysts’ target prices point to further gains for S&P 500 08:21 Trump’s victory sparked a rally, so ..read more

Is the problem simply the timing of the CEO’s share sales? Or, should we also be concerned that share-based pay does not properly incentivise top executives? Why do companies repurchase their shares in the first place? Senior correspondent Ben Paul offers some answers. 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: 02:29 What exactly did DBS and its CEO do wrong? 05:49 Share buybacks should be done at right price 09:56 ..read more

If you’ve been a fan of the podcasts Mark to Market, Wealth BT and Property BT - they are moving to a new listing!  BT Correspondents! Look for episodes every Tuesday from October! All the insights and analysis in market trends, property, wealth and soon mobility too. Powered by The Business Times journalism of Genevieve Cua, Leslie Yee, Ben Paul and Derryn Wong. Because great reads SHOULD be heard! BT Correspondents. Find BT Correspondents wherever you listen to podcasts. See omnystudio.com/listener for privacy information ..read more

Reits have been struggling with soaring debt costs and concerns about the deflating value of their property portfolios. But these trends reverse as major central banks cut rates. Senior correspondent Ben Paul explains how investors should position themselves. 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: 01:30 Rising rates did not stop the S&P500’s advance 04:14 Rate cuts will support stocks, drive funds to Asia 07 ..read more

Singtel had to cut its dividend during the pandemic and pursue a strategic reset. Now, its shares are bouncing back. Ben Paul explains what happened, and corrects an epic blunder he made in a recent column. 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: 00:46 Correcting a big mistake about CEO pay 04:45 Singtel shares surged four months ago 06:51 New direction, unlocking value, private equity 09:58 Introduction of a “va ..read more

Shifting economic thinking and geopolitical tensions is making the world more dangerous for big companies and investors. But Fed rate cuts, reverse globalisation and value-unlocking restructurings could spur relatively undervalued stocks in Singapore. Ben Paul explains why. 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: 03:46 Status quo under threat from inequality and debt 07:10 Major central banks cutting rates, Fed y ..read more

SGX RegCo is trying to remove impediments to shareholder-requisitioned EGMs, to subject companies to greater market discipline. Its CEO Tan Boon Gin talks to BT’s Ben Paul about how this aligns with the larger goal of boosting shareholder value and creating a more vibrant market. 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: 01:54 Regulation to support shareholder value creation 06:17 Proposed EGM rules empower minorit ..read more

Higher interest rates and the reduced availability of debt is weighing on the whole Reit sector. Should investors look for winners among the biggest losers in the sector? Or, among the ones that have sustained their performance? BT’s Ben Paul and Raphael Lim offer some answers. 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: 01:45 Higher debt costs driving the whole sector 04:46 Should Kore have halted its distributions ..read more