Sea (Shopee) shares plunge 19% in 4 days to multi year low after announcing AI business — I hold this stock. Will I sell, or buy more? The price action in Sea Ltd this week was ugly. Down 9% on Tuesday, on almost 4 times the normal volume. Totalling 19% in 4 trading days, and the stock is now down 60% from its September 2025 high. The trigger was a 700-word email from founder Forrest Li to his staff, marking 9 years since the IPO – saying that Monee (the fintech arm) may go for its own IPO, and that Sea will start selling its internal cloud to outside customers as “Sea Cloud”. So… was the

CPF LIFE Standard or Escalating — S$1,780 a month for life, or S$1,380 rising 2% a year? Why the break-even age of 90 is the wrong number to look at Okay so a reader wrote in recently asking if I could do a piece on the CPF LIFE Standard Plan vs the Escalating Plan. Before we get into it, one thing that I think is important to note. The CPF LIFE premium is the same whichever plan you pick, and MOM has confirmed in Parliament that the interest rate and mortality assumptions behind the payouts are the same for both plans too. In plain English – the Escalating Plan doesn’t pay you less money.

Mapletree Industrial Trust falls 47% from highs and pays a 7% dividend yield — why isn’t the AI data centre boom helping, and will I buy? When Mapletree Industrial Trust (MIT) bought the huge data centre portfolio in 2021, I shared back then that I was not a fan. The US market is brutally competitive – I just didn’t see the competitive advantage a Singapore REIT had in buying 50% exposure to US data centres. Real estate is a local business, you just don’t have the expertise to compete with the locals over a longer time period. So back in 2021 I sold my entire position in MIT, and in hindsi