Posts by Stephanie Irvin
Fixed income prioritised by stability and yield-seeking Asian investors in 2025
[SINGAPORE] Fixed income funds topped net inflows in 2025 among Asian investors prioritising stability and yield, based on data from funds network Calastone released on Tuesday (Jan 20). Net inflows for fixed income funds hit US$28.2 billion, ahead of equity and multi-asset funds. This was more than half of the US$43.4 billion net inflows by…
Read MoreLutnick warns some South Korean, Taiwanese firms may face 100% chip tariffs unless they invest in US
[NEW YORK] US Commerce Secretary Howard Lutnick said South Korean memory chipmakers and Taiwanese companies that are not investing in the US may face up to 100 per cent tariffs unless they commit to increased production on American soil, as the Trump administration ramps up calls for additional foreign investment. Following a groundbreaking ceremony for…
Read MoreNet institutional inflow continues; QAF, XMH, JEP directors raise their stakes
[SINGAPORE] For the five trading sessions spanning Jan 9 to 15, institutions were net buyers of Singapore stocks, with net institutional inflow of S$208 million. This extended the S$63 million in net inflow for the preceding five sessions. Stocks that had the highest net institutional inflow included OCBC , Hongkong Land , ST Engineering ,…
Read MoreStop Worshiping ROAS, Start Building Brands
I’m Erik Huberman, and I have a simple opinion that ruffles feathers: our industry’s obsession with ROAS is hurting marketing. ROAS looks clean on a dashboard. It makes us feel in control. But it often tells the wrong story and leads teams to chase short wins while the brand withers. Here’s what I mean. For…
Read MoreNvidia H200 chip parts suppliers halt output after China blocks shipments, FT reports
SUPPLIERS of parts for Nvidia’s H200 have paused production after Chinese customs officials blocked shipments of the newly approved artificial intelligence processors from entering China, the Financial Times reported on Friday. Reuters could not immediately verify the report, which cited two people with knowledge of the matter. Nvidia did not immediately respond to a request…
Read MoreGoogle asks US judge to defer order forcing it to share data with rivals while it appeals
ALPHABET’S Google asked a judge on Friday to postpone making the company share data with rivals while it challenges a ruling that the company holds an illegal monopoly in online search, according to court papers. US District Judge Amit Mehta in Washington ruled in 2024 that the company used unlawful tactics to maintain its dominance…
Read MoreUS stocks: Wall Street ends little changed before long weekend
[NEW YORK] US stocks ended nearly flat on Friday in a choppy session ahead of the long weekend, and all three major indexes posted losses for the week as fourth-quarter earnings season kicked off. Healthcare fell 0.8 per cent and led declines for the day among S&P 500 sectors. Shares of chipmakers rose, with an index of…
Read MoreMaybank applies to place Dasin Retail Trust’s manager under judicial management
This comes after four subsidiaries received court summonses over Companies Act breaches [SINGAPORE] Maybank has applied to place the trustee-manager of Dasin Retail Trust under judicial management. In a bourse filing on Friday (Jan 16), trustee-manager said it received legal notice that Maybank had filed the application in the High Court on Thursday. The trustee-manager…
Read MoreMitsubishi to buy Texas, Louisiana shale gas assets for US$7.5 billion
This will give it a substantial natural gas operation near the US Gulf Coast and the energy export facilities developed there [TOKYO] Japanese trading house Mitsubishi will buy the US shale production and infrastructure assets of Aethon Energy Management for US$7.5 billion, it said on Friday (Jan 16), in its largest deal yet as it…
Read MoreAbout 30 SGX listcos show early interest in Value Unlock programme to lift valuations
Market participants say weak disclosure and poor investor engagement often drive mispricing on the exchange – gaps the initiative aims to close [SINGAPORE] Around 30 Singapore Exchange (SGX)-listed companies have made early inquiries into the newly launched Value Unlock programme, underscoring growing interest in efforts to lift valuations by sharpening corporate strategy and investor communication.…
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