Kenji Tay

Kenji Tay is the chief marketing officer and a co-founder of The Fifth Person. Like many of us here, he's an avid long-term investor after being forced to listen to countless two-hour investment conversations between Victor and Rusmin at the dinner table. It kinda rubs off eventually.

Singapore

Kenji Tay22 hours ago
0

Built on steel: The quiet duopoly powering Singapore’s construction boom

In 2018, two of Singapore’s largest reinforcing steel fabricators became one. BRC Asia spent S$200 million to acquire its rival,…
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Singapore

Kenji Tay2 weeks ago
0

8 things I learned from the 2026 Wilmar International AGM

In 2025, Wilmar paid US$709 million for a mistake made in 2021. That’s not a typo. Indonesia’s Supreme Court found…
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Singapore

Kenji Tay3 weeks ago
0

8 things I learned from the 2026 OCBC AGM

Every AGM has two versions. The first is the official version: slides, speeches, resolutions, dividend declarations. The second is the…
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Analysis

Kenji TayApril 1, 2026
0

The accidental monopoly: How Singapore’s least glamourous real estate company became a high-margin cash machine

Most investors who followed Centurion Corp last year checked one box and moved on. The CAREIT IPO happened. The stock…
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Singapore

Kenji TayMarch 3, 2026
2

Built to wait: How Boustead Singapore turns time into an asset

Most investors hate waiting. Most investors like businesses that are easy to explain, grow steadily, and move with the market.…
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Analysis

Kenji TayFebruary 5, 2026
0

The Geopolitical Pivot: How a “Russian” Coffee Company Quietly Rebalanced Its Business

For much of the past three years, Food Empire Holdings (SGX: F03) has been viewed through a single dominant lens:…
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U.S.

Kenji TayJanuary 6, 2026
0

AI in 2026: The Year of “Show Me the Money”

If 2024 was the year of hype and 2025 the year of building, then 2026 will be remembered for something…
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U.S.

Kenji TayDecember 16, 2025
4

How the AI bubble may actually burst (if it ever does)

AI stocks are expensive. But expensive stocks alone don’t crash a market. Because if high valuations were truly fatal… Amazon…
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U.S.

Kenji TayDecember 2, 2025
0

When the AI hype ends: The investor playbook for what comes next

You open your app. Your portfolio is down 60%. The company you were sure would define the next decade has…
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U.S.

Kenji TayNovember 21, 2025
2

How to survive the AI hype… without missing the next Amazon

March 15, 2000. Jeff Bezos sits in his Seattle office, reading the morning headlines. The dream is over. His company’s…
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