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Mark to Market

Ben Paul

The Business Times
The Business Times
Business
Enjoy Ben's logical analysis and insights on market trends and corporate issues in Singapore.

Episodes

1 Sep 2026
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20m 21s
4 Aug 2026
S1E70: Frasers Property’s hospitality revamp
Frasers Property Ltd (FPL) is working with its controlling shareholder to lighten its balance sheet after taking its hospitality Reit private. Its chief financial officer (CFO) Loo Choo Leong talks to BT’s Ben Paul about the deal, the group’s capital recycling strategy, and its plans to lift its ROE and share price. Highlights of the podcast: 03:26 Should investors support the revamp? 07:09 Capital recycling amid higher rates 09:29 Waning excitement, sagging ROEs 14:52 Shares at “unjustifiably” low valuation? --- Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.  --- Written and hosted by: Ben Paul (benpaul@sph.com.sg) With Loo Choo Leong, chief financial officer, Frasers Property Ltd Edited by: Nicole Teo & Claressa Monteiro Produced by: Ben Paul, Nicole Teo & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp 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 BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.
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18m 45s
7 Jul 2026
S1E69: Navigating chaotic markets
With a focus on macro fundamentals and careful asset allocation, Maybank chief investment officer (CIO) Eddy Loh is helping investors navigate uncertain markets. He talks to BT’s Ben Paul about the next leg of the AI theme, what geopolitical tensions mean for markets, the role of gold as a risk mitigator, and why he is optimistic about Singapore and Malaysia. Highlights of the podcast: 05:37 AI theme: Looking beyond the chip boom 07:53 Geopolitics: Energy, defence and China 15:22 Mitigating risk: Gold versus US Treasuries 21:20 Asean: Betting on Singapore and Malaysia --- Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.  --- Written and hosted by: Ben Paul (benpaul@sph.com.sg) With Eddy Loh, chief investment officer for Group Wealth Management, Maybank Edited by: Howie Lim & Claressa Monteiro Produced by: Ben Paul, Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp 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 BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.
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30m 10s
2 Jun 2026
S1E68: Marco Polo Marine powers on: A conversation with its CEO
Marco Polo Marine has the wind in its sails as investor attention in the Singapore market turns to smaller cap stocks. Its CEO Sean Lee answers questions from BT’s Ben Paul about how he is steering the group into North Asia, why separate listings for its wind energy platform and shipyard have been proposed, and what the group will look like in 10 years. Highlights of the podcast: 03:23 New market, new platform, new vessels 08:05 Wind energy unit, shipyard to be listed 13:09 How the offshore energy sector changed 17:47 Shareholder value through fast growth --- Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.  --- Written and hosted by: Ben Paul (benpaul@sph.com.sg) With Sean Lee, CEO, Marco Polo Marine Edited by: Howie Lim & Claressa Monteiro Produced by: Ben Paul, Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp 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 BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.
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24m 40s
5 May 2026
S1E67: Can SGX draw both Reits and tech stocks?
CICT’s acquisition of Paragon demonstrates the strength of the Reit sector, while Addvalue Tech’s value unlocking plan highlights the local market’s weakness in the growth space. Senior correspondent Ben Paul looks at how the Singapore market could be strengthened as a hub for both yield and growth. Highlights of the podcast: 03:30 Big Singapore Reits drive sector liquidity 05:43 Local growth stocks still drawn to Nasdaq 09:02 Mergers would strengthen the Reit sector 13:34 Will SGX-Nasdaq tie-up lift growth stocks? --- 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 & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp 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 BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.
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16m 52s
3 Mar 2026
S1E65: How the Value Unlock push will lift the market
The recently launched Value Unlock scheme could be as significant as the S$5 billion Equity Market Development Programme in boosting local stocks. SGX’s Chan Kum Kong explains to BT senior correspondent Ben Paul how this latest initiative will work and why companies should seize the opportunity. Highlights of the podcast: 07:35 How magic can happen in the local market 11:25 Grants disbursed after results are delivered 14:10 Market rebound is an opportunity for issuers 18:20 Carrot and stick approach right for local market --- Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.  --- Written and hosted by: Ben Paul (benpaul@sph.com.sg) With Chan Kum Kong, head of capital market development, SGX Edited by: Howie Lim & Claressa Monteiro Produced by: Ben Paul, Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp 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 BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.
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26m 27s
3 Feb 2026
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16m 11s
2 Dec 2025
S1E62: Banking on the Singapore banks
The surge in provisions that crushed UOB’s third quarter earnings might not be the lender’s only problem. Along with DBS and OCBC, it is also grappling with normalising net interest margins and soft net interest income. Meanwhile, non-interest income can be volatile and hard to forecast. BT’s Ben Paul offers his views on the outlook for the three Singapore banks. Highlights of the podcast: 00:24 Banks’ performance now cooling, diverging 05:21 Surging net interest margins are normalising 08:31 Did UOB’s big provisions spook the market? 14:19 How to position the banks in your portfolios --- 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 & Emily Liu 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 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/btlensonSee omnystudio.com/listener for privacy information.
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17m 55s
Listen to logical analysis and insight on market trends and corporate issues in Singapore. Hosted by Ben Paul. A podcast of BT Correspondents. Produced by BT Podcasts, The Business Times, SPH Media.

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