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 TayJuly 30, 2026
0

6 things I learned from the 2026 Singapore Airlines AGM

There are few companies Singaporeans watch as closely as Singapore Airlines (SIA). Its aircraft carry the Singapore flag around the…
Read More »
Singapore

Kenji TayMay 12, 2026
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,…
Read More »
Singapore

Kenji TayApril 28, 2026
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…
Read More »
Singapore

Kenji TayApril 20, 2026
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…
Read More »
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…
Read More »
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.…
Read More »
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:…
Read More »
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…
Read More »
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…
Read More »
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…
Read More »