Columns

The great software stock meltdown

Sell-off may be overdone, but companies need to move faster to respond to AI

Analysts believe construction players such as Soilbuild will be key beneficiaries of Singapore's public housing mandate.
HOCK LOCK SIEW

Barging blindly into Singapore’s construction boom could be a bust for some investors

Those dipping their toes in now are no longer buying the boom, but betting that these companies can manage their costs

Prime Minister Mark Carney of Canada is stepping up its courtship of Asia; the campaign was readily apparent in Singapore last week with a conference devoted to stronger ties with South-east Asia.
THE BOTTOM LINE

To win over Asia, Canada needs more than nice speeches

CANADA is on a public-relations roll. Prime Minister Mark Carney wowed Davos elites by declaring a “rupture” with the American-led financial and industrial system that has prevailed for decades. 

Tracking the growth in private home prices against household market income shows that the exuberance in the housing market is not irrational.
THE LEVEL GROUND

Market income supports home affordability, but ensuring prices grow in line with wages still matters

Should the HDB income ceiling account for non-employment income as well?

When rooms are in demand, the top of every hour ushers in the same scene: people rising from their desks and walking around with water bottles.

The excruciating quest for a meeting room

A tale of territorial ambition, power dynamics and water bottles

It is still too early to know how AI usage affects young people’s ability to learn. But research suggests that students using AI do not read as carefully when doing research, and that they write with diminished accuracy and originality.
THE BROAD VIEW

AI companies are eating higher education

The battle between bots and brains has already begun, and educators can see how it might end

While Budget 2026's policy direction applies across the economy, outcomes will become more uneven, with stronger firms better able to absorb volatility, and weaker ones exposed more quickly.
PERSPECTIVE

How policy-driven growth shifts investment risk

As Singapore Budget 2026 accelerates internationalisation and AI adoption, investors must focus on firms’ execution quality

A digital bridge is rapidly connecting rural communities across Asia's hinterlands. The next half-billion Internet users will mostly come from Asia's villages and small towns in the next few years.

Galloping across the digital bridge: rural Asia’s ‘fire horse’ transformation

The momentum behind the region’s digital bridge is now unmistakable

Chinese EV players such as BYD have transformed their brands and quality levels.

Three AI investment opportunities outside the indices

For those concerned about an AI bubble, the answer is not to retreat from global equities, but to look beyond the giants

The problematic Just Energy Transition Partnership’s financing packages are far short of what is needed, researchers say.
ESG INSIGHTS

Issue 182: Private equity targets coal; Singapore’s carbon tax realism

This week in ESG: Eastspring, Reviva launch coal phase-out strategy; Singapore Budget 2026 signals caution on carbon tax