Panellists at The Business Times' market outlook forum highlighted the importance of corporate restructurings and AI plays for investors. They discussed the impact of interest rate trajectory on cyclical winners and losers, emphasizing the need for value creation. The panel included Song Seng Wun from CGS International, Krishna Guha from Maybank Securities, and Gerald Wong from Beansprout.
Singapore's evolving economy has led companies to restructure and focus on new avenues of growth. Companies like Keppel Offshore & Marine and Sembcorp Marine merged to compete globally. The discussion also touched on the significance of interest rates for Singapore's stock market, particularly affecting banks, Reits, and property developers.
Channel NewsAsia Singapore 13month
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