Five areas to watch as renewed US-Iran hostilities rattle global markets
Capital is rotating into defensive, domestically oriented equities, including healthcare and consumer services
US, Iran trade attacks for a second day, undermining shaky ceasefire; Teheran says it closed Hormuz
Strikes were complete about four hours after they began, soon after midnight in Teheran, says the US
Software sell-off: Singapore’s private wealth gets more discerning on AI-era technology exposure
Family offices and allocators are pivoting away from generic softwares towards deep data moats and structural resilience
Thai farm debt crisis deepens in early test for Anutin’s government
Government subsidy measures fall short as rising costs linked to Iran conflict worsen debt burden
Malaysia’s stability dividend faces its next test as state elections loom
The polls will ask: Can PH and BN remain partners in Putrajaya while competing at state level?
Global junk debt flashes warning on growing risk of stagflation
Credit funds are bracing for even greater stress in higher-risk loans and private credit

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BT Plus
The best insights across SPH Media
Opinion
Singapore
Applied Materials boosts Singapore manufacturing operations with US$500 million campus to meet AI chip demand
Asia accounts for more than 80% of the American firm’s revenue
Deloitte’s Lee Boon Teck, new Isca chief, urges accountants to be fluent in accounting and tech
He tells BT that he will also use his term to help accountants new and experienced to build career resilience
CICT’s S$3.9 billion Paragon buy draws scrutiny over timing, funding at EGM
Still, unitholders vote overwhelmingly in favour of the proposed acquisition, with 99.96% of votes for it
The Leadership Playbook
‘Our moat is our people’: GXBank CEO backs passion-driven teams to serve Malaysia’s underserved
About half of the bank’s customers are low-income Malaysians earning under RM4,000 a month
The Singaporean turning Vietnam's Techcombank into an AI-first lender
The private bank’s first-ever chief data officer bets on cross-ecosystem data sets, proprietary AI models
The cybersecurity boss who never uses airport Wi-Fi: ITSEC Asia CEO on risk and the weakest link
Avoiding public Wi-Fi reflects CEO Patrick Dannacher’s risk discipline and how he shaped ITSEC Asia
SpaceX and other giga-listings could raise indices’ risks
Retail investors would do well to note that an IPO is mainly an exit avenue for insiders, who will profit handsomely
Asean
Malaysia’s SD Guthrie working with Indonesia on palm oil plantation seizures: CEO
The firm says 2% of its land has been seized by the Indonesian task force, amounting to around 2,800 ha
Indonesian bonds resume decline as market confidence stays weak
Indonesian markets remain volatile
Thailand, Malaysia clash over seafood trade curbs
The row begins as Thailand steps up testing of Malaysian seabass shipments

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International
Oil rises more than US$1 as escalation in US-Iran strikes unnerve traders
Global oil consumption is roughly 100 million barrels per day
China’s nascent medical tourism lures foreign patients with cutting-edge, cheap medical care
The country has rapidly emerged as an important player in global medical research and innovation
Half of Americans fear AI could put someone in their household out of work: Reuters/Ipsos poll
Many of the announced job cuts have come at tech firms
