Insights

Singapore REITs currently offer attractive headline income. But a high yield does not automatically mean a REIT is cheap. S-REITs yield about 6.2% on average, while Singapore’s 10-year government bond yield is around 2.36%. That leaves a sizeable income premium for taking REIT risk. The important question is: Is that extra yield compensation for an…

DBS, OCBC and UOB are all major Singapore banks—but interest-rate changes do not affect them in exactly the same way. Higher rates can improve lending margins. Lower rates can squeeze them. But today’s banks also earn heavily from: That means the real question is: Which bank is most dependent on interest income—and which has the…

Singapore does not have its own Nvidia or TSMC—but it occupies several increasingly valuable parts of the global AI chip supply chain. The city-state specializes in areas such as: Those activities become more important as AI chips grow more complex and expensive. Singapore secured about S$30 billion of semiconductor investment between 2022 and 2025, and…

AI is becoming dramatically cheaper to use. That could create more—not less—demand for chips. Silicon Data’s benchmark for the cost of one million AI tokens stood at about $0.97 on August 31, down from roughly $2.07 in May. That is a decline of more than 50% in only a few months. The important question is:…

Singapore stocks have had a powerful 2026—but the strength is not evenly spread across the market. The Straits Times Index closed at 5,718.02 on September 14, gaining 0.4% for the session. Yangzijiang Shipbuilding led the blue-chip gainers, while DBS, OCBC and UOB all finished higher. Yet across the wider market, 312 stocks fell versus 235…

Singapore-listed data center REITs are increasing their exposure to Japan as AI and cloud demand collide with a shortage of power-ready facilities. Keppel DC REIT recently proposed buying two Tokyo data centers, while Digital Core REIT increased its stake in an Osaka facility. The opportunity looks attractive. But the same power shortage supporting asset values…

Singapore Exchange is pushing deeper into institutional crypto trading. SGX already offers Bitcoin and Ethereum perpetual futures, launched in November 2025. Now it is preparing to offer those contracts to U.S. institutional investors, after filing with the Commodity Futures Trading Commission in August 2026. That matters because perpetual futures have traditionally been dominated by crypto-native…

Singapore income investors have an interesting choice in 2026: S-REITs or bank stocks? S-REITs currently yield about 6.2% on average, compared with roughly 4% for Singapore’s three major banks—DBS, OCBC and UOB. That makes REITs look more attractive on headline yield. But yield alone does not tell you which investment offers the better risk-reward. Educational…

Singapore semiconductor stocks have become some of the SGX’s strongest performers in 2026. AEM, UMS Integration and Frencken have surged as investors bet that artificial intelligence will drive another wave of semiconductor spending. The Business Times reported that the three stocks had gained roughly 65% to more than 400% this year by early September. The…