
Podcast
BT Mark To Market Podcast
120
0
Listen to logical analysis and insight on market trends and corporate issues in Singapore. Hosted by Ben Paul. A podcast of BT Correspondents.
Produced by BT Podcasts, The Business Times, SPH Media.
Listen to logical analysis and insight on market trends and corporate issues in Singapore. Hosted by Ben Paul. A podcast of BT Correspondents.
Produced by BT Podcasts, The Business Times, SPH Media.
S1E65: How the Value Unlock push will lift the market
Episode in
BT Mark To Market Podcast
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
---
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.
26:26
S1E64: What’s up with GIC and Temasek’s performance?
Episode in
BT Mark To Market Podcast
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
---
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.
16:10
S1E63: SGX’s new plan to draw new listings
Episode in
BT Mark To Market Podcast
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
---
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.
19:22
S1E62: Banking on the Singapore banks
Episode in
BT Mark To Market Podcast
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
---
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.
17:54
S1E61: STI 10,000: How the narrative on Singapore is changing
Episode in
BT Mark To Market Podcast
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.
18:13
S1E60: Putting the onus on boards for performance
Episode in
BT Mark To Market Podcast
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.
15:48
S1E59: Simba-M1 deal: Implications for investors
Episode in
BT Mark To Market Podcast
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.
17:28
S1E58: Broadening bullishness in Singapore
Episode in
BT Mark To Market Podcast
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.
13:19
S1E57: How IFAs influence take-private offers: BT Mark to Market
Episode in
BT Mark To Market Podcast
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.
18:09
S1E56: Are S-Reits losing their mojo? BT Mark to Market
Episode in
BT Mark To Market Podcast
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.
18:07
S1E55: Coping with Trump’s 'Liberation Day' fallout: BT Mark to Market
Episode in
BT Mark To Market Podcast
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.
15:47
S1E54: The big fight at CDL: BT Mark to Market
Episode in
BT Mark To Market Podcast
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.
22:25
S1E53: Can the Singapore market be revived? BT Mark to Market
Episode in
BT Mark To Market Podcast
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 Holistic approach, more measures to come
---
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
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.
16:25
S1E52: What’s next in the OCBC-Great Eastern saga? BT Mark to Market
Episode in
BT Mark To Market Podcast
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 Dissident minority investor makes another proposal
08:03 Always assess the intentions of majority shareholders
10:39 Why OCBC should distribute its Great Eastern shares
---
Send us 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.
16:49
S1E51: Exciting, risky markets await in 2025: BT Mark to Market
Episode in
BT Mark To Market Podcast
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 why the nervousness?
12:46 Bet on Singapore banks, Reits, value-unlocking plays
---
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
Engineered by: 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.
17:36
S1E50: Understanding DBS' recent share buyback and CEO's stock sale: BT Mark to Market
Episode in
BT Mark To Market Podcast
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 A more inclusive form of share buybacks
13:24 Report intrinsic value, tweak share-based pay
---
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
Engineered by: 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.
16:41
S1E49: The big takeover - Hanwha's high-stakes move on Dyna-Mac Holdings: BT Mark to Market
Episode in
BT Mark To Market Podcast
The IFA appointed by Dyna-Mac to assess the offer from the Hanwha group compared the deal to precedent “non-privatisation” transactions. Senior correspondent Ben Paul explains why this raises questions.
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:
00:57 A hot company being hotly pursued
05:10 Why intention not to delist mattered
08:40 Offer compared to lowly-priced MGOs
11:22 High valuation reflects high profitability
---
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
Engineered by: 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 Mark To Market at: bt.sg/btmark2mkt
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.
14:49
S1E48: How MAS plans to spark market magic: BT Mark to Market
Episode in
BT Mark To Market Podcast
A national effort to revive the Singapore market is now underway. But is the review group formed by MAS focusing on the right issues? Senior correspondent Ben Paul analyses the unfolding 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:
03:28 Review group focused on three areas
06:48 Why everyone blames everyone else
08:30 Foster local fund management industry
10:46 Push listed companies to unlock value
---
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
Engineered by: Joann Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market:
Channel: bt.sg/btmark2mkt
Amazon: bt.sg/m2mam
Apple Podcasts: bt.sg/4DJp
Spotify: bt.sg/4DJN
YouTube Music: bt.sg/m2myt
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.
14:11
S2Because great reads should be heard: BT Correspondents
Episode in
BT Mark To Market Podcast
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.
00:35
S1E47: Riding rate cuts with Reits: BT Mark to Market (Ep 47)
Episode in
BT Mark To Market Podcast
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
07:02 Lagged effect on local Reits, watch fundamentals
11:35 Get ready for surge in acquisitions, fundraisings
---
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
Engineered by: Joann Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market:
Channel: bt.sg/btmark2mkt
Amazon: bt.sg/m2mam
Apple Podcasts: bt.sg/4DJp
Spotify: bt.sg/4DJN
YouTube Music: bt.sg/m2myt
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.
14:34
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