42 episodes

Synopsis: Listen to logical analysis and insight on market trends and corporate issues in Singapore, in this new podcast series based on Ben Paul's weekly column in The Business Times.

Podcaster: Ben Paul

Produced by The Business Times, SPH Media.

BT Mark To Market The Business Times

    • Business
    • 4.6 • 21 Ratings

Synopsis: Listen to logical analysis and insight on market trends and corporate issues in Singapore, in this new podcast series based on Ben Paul's weekly column in The Business Times.

Podcaster: Ben Paul

Produced by The Business Times, SPH Media.

    Reits are under pressure. Is it time to invest? BT Mark to Market (Ep 42)

    Reits are under pressure. Is it time to invest? BT Mark to Market (Ep 42)

    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?

    14:46 Sponsor failures fuelling internalisation push

    19:41 One Reit that grew despite tough backdrop

    ---

    Now, we want to hear from you! Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. We’ll look into it for future episodes.

    ---

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

    With Raphael Lim, correspondent, The Business Times

    Edited by: Emily Liu & Lee Kim Siang

    Produced by: Ben Paul & Emily Liu

    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

    Google Podcasts: bt.sg/4D2E

    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.

    • 24 min
    Behind the minority-investor movement at Great Eastern: BT Mark to Market (Ep 41)

    Behind the minority-investor movement at Great Eastern: BT Mark to Market (Ep 41)

    A group of minority shareholders at Great Eastern have put through three resolutions to address their assessment of Great Eastern's shares. Their attempt to table these resolutions at the upcoming AGM has been rejected. What is next?

    BT's Ben Paul sits down with independent investor Ong Chin Woo to discuss his concerns and breakdown the resolutions proposed.

    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:

    01:21 Great Eastern’s board, minorities square off

    04:42 Resolutions to align interests, unlock value

    11:28 Shareholders of OCBC may stand to benefit

    19:48 Minorities must be reasonable, willing to fight

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

    With Ong Chin Woo, independent investor

    Edited by: Emily Liu & Claressa Monteiro

    Produced by: Ben Paul & Emily Liu

    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

    Apple Podcasts: bt.sg/4DJp

    Spotify: bt.sg/4DJN

    Google Podcasts: bt.sg/4D2E

    Website: bt.sg/mark2mkt

    Feedback to: btpodcasts@sph.com.sg

    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.

    • 21 min
    Is this the end for Cordlife? BT Mark to Market (Ep 40)

    Is this the end for Cordlife? BT Mark to Market (Ep 40)

    Cordlife Group is in big trouble. Last November, the Ministry of Health suspended the company’s operations after it found significant issues with its cord blood storage system. How did things get so bad? Can the company really come back from this crisis? Ben Paul sits down with reporter Megan Cheah to break it all down.  

    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:

    01:55 Board failed investors and customers

    06:05 More problems may come to light

    08:41 Stock may have bottomed for now

    14:52 Time to weigh options to unlock value

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

    With Megan Cheah, journalist, The Business Times

    Edited by: Emily Liu & Claressa Monteiro

    Produced by: Ben Paul & Emily Liu

    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

    Apple Podcasts: bt.sg/4DJp

    Spotify: bt.sg/4DJN

    Google Podcasts: bt.sg/4D2E

    Website: bt.sg/mark2mkt

    Feedback to: btpodcasts@sph.com.sg

    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.

    • 18 min
    Winning with Reits in 2024: BT Mark to Market (Ep 39)

    Winning with Reits in 2024: BT Mark to Market (Ep 39)

    How can Singapore’s Reits and property trusts adjust to the “new normal” of higher interest rates and slower growth? Especially since the outlook for economic growth - after all the monetary policy tightening that took place over the last two years - is rather uncertain. Ben Paul has some suggestions.  

    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:

    02:28 Reits seeing a reversal of fortunes

    04:40 Slower growth, higher interest rates

    07:57 Pressure on real estate valuations

    12:50 Time to cut debt, reposition portfolios

    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

    Apple Podcasts: bt.sg/4DJp

    Spotify: bt.sg/4DJN

    Google Podcasts: bt.sg/4D2E

    Website: bt.sg/mark2mkt

    Feedback to: btpodcasts@sph.com.sg

    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.

    • 15 min
    Property trust investors agitate for change: BT Mark to Market (Ep 38)

    Property trust investors agitate for change: BT Mark to Market (Ep 38)

    Minority investor fury at Manulife US Reit, Sabana Reit and Dasin Retail Trust has turned the spotlight on the effectiveness of the statutory protections under the external-manager model adopted by most Singapore Reits and business trusts. But switching to an internal-manager model is not a simple matter. 

    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:

    02:06 Perilous outlook for Reits, property trusts in 2024

    04:32 Manulife US Reit sponsor less than generous

    10:32 Sabana, Dasin unitholders want internal managers

    13:09 Manager-internalisation pathway will boost market

    16:30 Should investors bet on Manulife US Reit’s recovery?

    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 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

    Google Podcasts: bt.sg/4D2E

    Website: bt.sg/mark2mkt

    Feedback to: btpodcasts@sph.com.sg

    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.

    • 18 min
    How to fix Singapore’s stock market: BT Mark to Market (Ep 37)

    How to fix Singapore’s stock market: BT Mark to Market (Ep 37)

    The Singapore market’s poor performance and lack of exciting new listings are multifaceted problems that require simultaneous action on different fronts. Senior correspondent Ben Paul gets to grips with issues, and offers some possible solutions. 

    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:

    03:50 Private capital and the Magnificent Seven

    08:19 Diverse views on what’s dogging the market 

    12:26 Governance, performance are interconnected

    15:30 Timing, pricing of IPOs should be calibrated

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

    Edited by: Claressa Monteiro and Howie Lim

    Produced and edited by: Howie Lim

    Recording engineer: Joann Chai Pei Chieh

    Produced by: BT Podcasts, The Business Times, SPH Media

    Follow BT Mark To Market podcasts and rate us at:

    Channel: bt.sg/btmark2mkt

    Apple Podcasts: bt.sg/4DJp

    Spotify: bt.sg/4DJN

    Google Podcasts: bt.sg/4D2E

    Website: bt.sg/mark2mkt

    Feedback to: btpodcasts@sph.com.sg

    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.

    • 18 min

Customer Reviews

4.6 out of 5
21 Ratings

21 Ratings

Top Podcasts In Business

A Book with Legs
Smead Capital Management
Think Fast, Talk Smart: Communication Techniques
Stanford GSB
Money Stuff: The Podcast
Bloomberg
The Diary Of A CEO with Steven Bartlett
DOAC
声动早咖啡
声动活泼
In Good Company with Nicolai Tangen
Norges Bank Investment Management

You Might Also Like

The Business Times Podcasts
The Business Times
BT Money Hacks
The Business Times
PropertyBT
The Business Times
Your Money with Michelle Martin
MONEY FM 89.3
The Meb Faber Show
Meb Faber
Wall Street Breakfast
Seeking Alpha