BT Mark To Market The Business Times

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 yet to move
10:35 Impact of reverse globalisation, fractious world
12:20 Singapore, Asian markets to benefit as rates fall
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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.
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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
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.
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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.

Control of ARA H-Trust and Cromwell E-Reit has passed to new sponsor groups. What drove the transactions? Will the deals boost the depressed market value of the two property trusts? Senior correspondent Ben Paul delves into 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:
01:21 How the two property trusts changed hands
03:40 Pandemic, interest rates have taken their toll
06:41 Weak investor appetite for the property trusts
08:22 Sponsors may not be inclined to unlock value
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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)
Edited by: Howie Lim & Lee Kim Siang
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
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.

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 minority investors
11:42 EGMs versus AGMs: the Great Eastern case 
15:59 How Sabana Reit’s activists have wielded EGMs
19:36 Should Singapore follow Japan, South Korea?
---
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 Tan Boon Gin, CEO, Singapore Exchange Regulation
Edited by: Emily Liu, Lee Kim Siang & Claressa Monteiro
Produced by: Ben Paul & Emily Liu
Engineered by: Joann Chai Pei Chieh & Claressa Monteiro
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
YouTube Music: bt.sg/m2myt
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.

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.

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.

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.