Singapore - GIC, Temasek, MAS, MoF & CPF 03 (Aug 11-Feb 20)

Re: Singapore - GIC, Temasek, MAS, MoF & CPF 03 (Aug 11-Dec

Postby winston » Wed Jun 20, 2018 12:08 pm

Temasek-linked firms, namely, Singapore Airlines, ST Engineering, CapitaLand, DBS, Keppel Corp, SATS Ltd, Sembcorp Industries,and Singtel, will payout a record combined dividend of S$9.3 billion this year, up 38% YoY.

Source: Phillips
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Re: Singapore - GIC, Temasek, MAS, MoF & CPF 03 (Aug 11-Dec

Postby behappyalways » Tue Jul 10, 2018 5:55 pm

Temasek records highest-ever net portfolio value of S$308 billion. This means it’s richer than ever.
https://mothership.sg/2018/07/temasek-r ... 8-results/
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Re: Singapore - GIC, Temasek, MAS, MoF & CPF 03 (Aug 11-Dec

Postby behappyalways » Thu Jul 12, 2018 4:50 pm

The US may face a recession in a few years — even without a trade war, says closely watched investor
https://www.cnbc.com/2018/07/11/temasek ... china.html
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Re: Singapore - GIC, Temasek, MAS, MoF & CPF 03 (Aug 11-Dec

Postby winston » Mon Aug 06, 2018 10:03 am

Singapore’s Temasek launches $3.6b medium-term note programme

Source: Deal Street Asia

https://www.dealstreetasia.com/stories/ ... 69cc61b4c8
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Re: Singapore - GIC, Temasek, MAS, MoF & CPF 03 (Aug 11-Dec

Postby behappyalways » Wed Jan 09, 2019 7:32 pm

Why is Temasek selling Watsons? It's elementary
https://www.theedgesingapore.com/why-te ... elementary
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Re: Singapore - GIC, Temasek, MAS, MoF & CPF 03 (Aug 11-Dec

Postby behappyalways » Thu Mar 21, 2019 2:16 pm

淡馬錫放售屈臣氏持股
傳騰訊阿里競購
https://hk.finance.appledaily.com/finan ... 1/20638129
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Re: Singapore - GIC, Temasek, MAS, MoF & CPF 03 (Aug 11-Dec

Postby behappyalways » Thu Mar 28, 2019 7:49 pm

Tatas, GIC, SSG to invest $1.6 bil in India's GMR Airports
https://www.theedgesingapore.com/tatas- ... r-airports
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Re: Singapore - GIC, Temasek, MAS, MoF & CPF 03 (Aug 11-Dec

Postby behappyalways » Sun Jun 30, 2019 6:21 pm

Temasek to buy US$300 mil stake in logistics unit: Li & Fung
https://www.theedgesingapore.com/news/m ... it-li-fung
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Re: Singapore - GIC, Temasek, MAS, MoF & CPF 03 (Aug 11-Dec

Postby behappyalways » Wed Jul 03, 2019 9:16 am

GIC, Brookfield to buy US freight railroad company for US$6.4 bil in cash
https://www.theedgesingapore.com/news/s ... 4-bil-cash
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Re: Singapore - GIC, Temasek, MAS, MoF & CPF 03 (Aug 11-Dec

Postby winston » Thu Jul 04, 2019 8:02 am

Singapore's GIC cuts equities as view on outlook darkens

by DOUGLAS APPELL

Singapore sovereign wealth fund GIC Private Ltd.'s latest annual report, released Wednesday, painted an increasingly pessimistic picture of the global economic and market outlook, even as the fund's most recent performance benchmark — for annualized returns over the rolling 20-year period through March 2019 — held steady from the year before at 3.4%.

The recent shift by major central banks to more accommodative policies may limit downside risks but should do little at this point to spur solid growth, the report said.

"We are observing high risk asset valuations that mask weak market fundamentals and growing economic uncertainties," wrote Lim Chow Kiat, GIC's CEO.

Should policy uncertainty lead to a deeper economic slowdown, meanwhile, "major markets such as Europe and Japan would have little policy ammunition to respond and are therefore likely to experience a more protracted downturn," he said.

GIC's latest asset allocation figures show the sovereign wealth fund now playing defense.

The fund's 39% allocation to bonds and cash — up from 37% the year before and 35% as of March 2017 — stands 9 percentage points above the top of GIC's 25% to 30% target range for that asset segment, while its 19% allocation to developed market equities — down from 23% the year before and 27% as of March 2017 — has dropped below its 20% to 30% range.

In an email, a GIC spokesman said the fund's rising allocations to bonds and cash reflect its concerns about "stretched valuations amid heightened uncertainty," justifying a shift towards a slightly more conservative portfolio mix.

Source: Pensions & Investments

https://www.pionline.com/sovereign-weal ... ok-darkens
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