Written by Terence

Ray Dalio built Bridgewater Associates into the world’s largest hedge fund, managing over US$150 billion in assets. A widely respected thought leader, his book Principles reached #1 on the New York Times bestseller list. Ray hosted a fireside chat for university students to an overwhelming response — attendees came armed with questions, and copies of … Read more

At yesterday’s Securities Investors​ Association (Singapore) Market Outlook, I delivered the opening address and joined the panel discussion. The big question from the floor: should investors sell amid the Middle East crisis? I shared this story. When Russia attacked Ukraine, I called Food Empire founder Tan Wang Cheow. Both countries were the coffee manufacturer’s top … Read more

I first met Steven Chong more than 25 years ago when I started out as an analyst. He was then the Managing Director of Seksun Engineering, the world’s largest supplier of top covers to the hard disk drive industry. Today, he sits on the boards of three SGX-listed companies — Multi-Chem (Board Chairman), AIMS APAC … Read more

Caught up with Loi Pok Yen, the former CEO of CWT. In 2004, his family acquired a majority stake in the warehouse operator, and Pok Yen took the helm. During his tenure, the EY Entrepreneur of the Year grew the company’s valuation more than tenfold, building it into one of the largest logistics companies listed … Read more

I participated in a panel discussion on the global market outlook, though it was largely focused on the US. At every opportunity, I steered the conversation toward the Singapore market and local stocks. Many in the audience were clearly unaware of the excitement on the SGX, with small caps up 44% since last August. My … Read more

Congrats Eugene Lim on the listing of The Assembly Place (TAP). What an impressive journey, growing from 6 keys in 2019 to becoming the largest co-living operator with over 3,400 keys across 100 properties! Wishing you every success as you charge toward the 10,000-key milestone by 2030.

Tan Wang Cheow, Chairman of Food Empire, walked my daughter/intern Aurora through his journey from roving salesman to managing a $1.5 billion coffee empire. His share price hit a record high today. I also recently caught up with Wang Cheow’s son Daxter, who was my first intern when I managed DMG’s research team 20 years … Read more

Eric Low, best known for steering property firm Oxley Holdings, will see another of his companies list on the SGX. The Assembly Place (TAP), Singapore’s leading co-living operator founded by Eugene Lim and seeded by Eric, will be listing this Friday. I first met Eric when he was the CEO of Hafary Holdings, the go-to … Read more

Having taken Grab from start-up to unicorn, very little surprises founder Anthony Tan. Until tonight. One of our friends booked her very first Grab — and Anthony had to walk her through the app. Given it’s dominant market share, it has been years since he had met a first-time user. The pickup location? Anthony and … Read more

Meet the man behind the Prime Minister’s “voice”. For the past 17 years, MediaCorp veteran EG Yik Fan has been providing live interpretation for National Day Rally speeches. When the PM delivers the Malay segment of his speech each year, Yik Fan immediately interprets it into Chinese for Channel 8 viewers. I first met Yik … Read more