In Focus
Silicon 'AI Bomb' divides analysts on MAS policy path
Silicon 'AI Bomb' divides analysts on MAS policy path
Maybank signals an April slope steepening whilst RHB bets on policy stability through June.
OCBC and UOB to reverse year-long NIM slide in Q4
DBS Group Research forecasta a quarter-on-quarter margin improvement for two of the big three.
Singapore supply costs plunge 3.3% as oil index plummets
Total annual domestic supply prices for 2025 rose by nearly 1% despite the year-end dip.
Singapore growth to slow to 2.6% as UOB warns export boost fades
UOB flags GDP momentum fades after 2025 hit 5% full-year.
Telcos aggressive 5G pivot intensifies amidst looming M1S merger
Operators are bundling unlimited roaming across Asia and 165 countries into new postpaid offerings.
Manufacturing prices slump 2.2% as oil rout deepens
The decline follows a much stronger 5.4% YoY increase recorded in November 2025.
2,400 firms forecast $12.3b revenue lift under EnterpriseSG projects
The government announces plans to further strengthen its support for Singapore firms.
Digital demand doubles as AI replaces foundational work tasks
Nearly a quarter of tasks can be significantly aided by the application of AI.
HDB resales sink 27.2% in Q4 as buyers switch to new flats
Quarterly transactions hit lowest level since 2020 amid year-end slowdown
Youth jobless rate climbs as employers demand day-one readiness
Academic foundations fail to prepare graduates for unwritten workplace nuances, EHL says.
Equities eye 2026 bull run after 22.7% STI surge
UOB Kay Hian identifies sustained momentum following record outperformance in 2025.
Industrial production jumps 8.7% on aerospace surge
General manufacturing output fell 7.8% in 2025 as factory growth becomes increasingly concentrated.
Business vs. Household: PM Wong weighs 4.8% growth against relief in Budget 2026
RHB expects a strategic balance between short-term relief and economic competitiveness.
Singapore bank wealth fees surge 44% to defy NIM squeeze
Overall fee income is expected to expand at a double-digit rate of 31% this quarter.
IPO market rebounds to $2.54b in 2025, driven by ‘blockbuster’ REITs
Deloitte highlights two secondary listings, regulatory reforms.
Investors chase shorter leases as industrial prices outrun rents
Trade and political risks force a shift toward factories with less than 30 years remaining on leases.
Higher development costs squeeze property developer margins to 8–15%
Developers are expected to prioritise sales volumes over aggressive pricing.
Commentary
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