HeyJaredBT Mark To Market
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.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Aug 31, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
S1E71: Rising bond yields and the Singapore market (opens the original)
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DBS, OCBC and UOB have soared this year while the real estate investment trusts have struggled. Will rising bond yields reinforce this divergence? Or, are the banks getting too expensive? Why are bond yields rising in the first place? BT senior correspondent Ben Paul explains what’s happening. Highlights of the podcast: 00:55 Big trends driving long term bond yields 04:51 Struggling Reits may continue struggling 09:55 Why the banks have soared year-to-date 16:05 Bank valuations stretched, risks
S1E70: Frasers Property’s hospitality revamp (opens the original)
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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”
S1E69: Navigating chaotic markets (opens the original)
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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
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