Episodes

  • S1E48: How MAS plans to spark market magic: BT Mark to Market
    Sep 30 2024

    A national effort to revive the Singapore market is now underway. But is the review group formed by MAS focusing on the right issues? Senior correspondent Ben Paul analyses the unfolding 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:

    03:28 Review group focused on three areas

    06:48 Why everyone blames everyone else

    08:30 Foster local fund management industry

    10:46 Push listed companies to unlock value

    ---

    Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

    ---

    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

    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.

    Show more Show less
    14 mins
  • S2Because great reads should be heard: BT Correspondents
    Sep 10 2024

    If you’ve been a fan of the podcasts Mark to Market, Wealth BT and Property BT - they are moving to a new listing!

    BT Correspondents! Look for episodes every Tuesday from October! All the insights and analysis in market trends, property, wealth and soon mobility too. Powered by The Business Times journalism of Genevieve Cua, Leslie Yee, Ben Paul and Derryn Wong.

    Because great reads SHOULD be heard! BT Correspondents. Find BT Correspondents wherever you listen to podcasts.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    1 min
  • S1E47: Riding rate cuts with Reits: BT Mark to Market (Ep 47)
    Sep 8 2024

    Reits have been struggling with soaring debt costs and concerns about the deflating value of their property portfolios. But these trends reverse as major central banks cut rates. Senior correspondent Ben Paul explains how investors should position themselves.

    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:

    01:30 Rising rates did not stop the S&P500’s advance

    04:14 Rate cuts will support stocks, drive funds to Asia

    07:02 Lagged effect on local Reits, watch fundamentals

    11:35 Get ready for surge in acquisitions, fundraisings

    ---

    Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

    ---

    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

    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.

    Show more Show less
    15 mins
  • S1E46: Singtel calling: BT Mark to Market (Ep 46)
    Aug 11 2024

    Singtel had to cut its dividend during the pandemic and pursue a strategic reset. Now, its shares are bouncing back. Ben Paul explains what happened, and corrects an epic blunder he made in a recent column.

    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:

    00:46 Correcting a big mistake about CEO pay

    04:45 Singtel shares surged four months ago

    06:51 New direction, unlocking value, private equity

    09:58 Introduction of a “value realisation” dividend

    ---

    Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

    ---

    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

    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.

    Show more Show less
    13 mins
  • S1E45: Keep calm and carry on, in Singapore: BT Mark to Market (Ep 45)
    Jul 7 2024

    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

    ---

    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 & 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.

    ---

    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.

    Show more Show less
    15 mins
  • S1E44: ARA H-Trust, Cromwell E-Reit get new sponsors: BT Mark to Market (Ep 44)
    Jun 9 2024

    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

    ---

    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

    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.

    Show more Show less
    13 mins
  • S1E43: SGX RegCo focuses on shareholder value: BT Mark to Market (Ep 43)
    May 12 2024

    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.

    Show more Show less
    24 mins
  • S1E42: Reits are under pressure. Is it time to invest? BT Mark to Market (Ep 42)
    Apr 7 2024

    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.

    Show more Show less
    24 mins