Singapore
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8 things I learned from the 2026 Keppel DC REIT AGM
Keppel DC REIT is a Singapore-listed real estate investment trust focused on data centre assets. Since its listing on the…
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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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10 things I learned from the 2026 CapitaLand Integrated Commercial Trust AGM
As Singapore’s largest REIT for commercial real estate, CapitaLand Integrated Commercial Trust (CICT) owns a diversified portfolio of high-quality retail…
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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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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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10 things I learned from the 2026 DBS Group AGM
DBS Group is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in…
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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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Top 10 Singapore REITs that made you money if you invested from their IPOs (updated 2026)
The S-REIT sector saw a genuine recovery in 2025, moving past the false starts of 2024. While the Trump administration…
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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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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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