Singapore state investor sees opportunity in undervalued Chinese equities, life sciences and AI despite recent market headwinds
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For the fiscal year ended March 31, Temasek reported a net portfolio value of S$518 billion and a one-year total shareholder return of 10.5%. Photo: VCG
Temasek is repositioning its China portfolio toward AI-related hardware and infrastructure, robotics, biotech, energy transition.
Temasek boosted China investments by $7.7 billion, hitting a record $324 billion portfolio, with plans to triple AI allocations…
Over the course of its financial year, Temasek recorded a gain of S$49 billion and a 10.5% total shareholder return.
Strong performance by Singapore-based listed companies and gains from key divestments boosted Temasek’s portfolio.
Temasek boosts China investment by $8B, its largest in five years. China's 2026 GDP growth below 1% at 0.1% YES.
Temasek, which owns stakes in Anthropic and OpenAI, also said its net portfolio value climbed to S$518 billion ($400 billion)…
