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Temasek International CIO warns of market risks from US capital spending surge

Temasek CIO Rohit Sipahimalani warns US capital spending surge poses market risks as the fund hits a record S$518 billion portfolio with no crypto exposure.

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cnbc.com

asia.nikkei.com

cryptobriefing.com

economictimes.indiatimes.com

malaymail.com

theregister.com

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AI · summaries

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Singaporean sovereign wealth fund Temasek thinks AI is going to pay off

Downer for doomers as conservative investor plans to lift portfolio exposure by 150 percent, and even more once it adds electrification ventures

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Timeline cronologica

mercoledì 8 luglio 2026·cnbc.com
Singapore's Temasek hits record portfolio value, eyes more investment in AI, infrastructure and private credit
Over the course of its financial year, Temasek recorded a gain of S$49 billion and a 10.5% total shareholder return.
mercoledì 8 luglio 2026·asia.nikkei.com
Singapore's Temasek to raise AI exposure 2.5-fold over 5 years
State investor bets on data centers, chips amid concerns over tech bubble

Temasek International CIO warns of market risks from US capital spending surge

Confronto fonti

Singaporean sovereign wealth fund Temasek thinks AI is going to pay off

Timeline cronologica

Singapore's Temasek hits record portfolio value, eyes more investment in AI, infrastructure and private credit

Singapore's Temasek to raise AI exposure 2.5-fold over 5 years

Temasek portfolio liquidity: Temasek keeps 25% of portfolio liquid to weather shocks and seize trends, CIO…

Singapore's Temasek boosts China exposure by $7.7 billion, biggest rise in five years, in AI-driven pivot

Singapore’s Temasek to triple AI investments by 2031, targets 15pc exposure

Singapore's Temasek to raise AI exposure 2.5-fold over 5 years

Temasek to triple AI investments to $75B by 2030

Singapore's Temasek boosts China exposure by $7.7 billion, biggest rise in five years, in AI-driven pivot

Temasek increases China investment by $8B, largest in five years, focusing on AI

Temasek boosts China exposure by $8B in AI-driven pivot

Temasek to triple AI investments to $75B by 2030

Temasek to triple AI investments to $75B by 2030, launches $8B credit platform

Temasek targets big jump in AI investments as value of portfolio hits record high - The Economic Times

Singapore’s Temasek to triple AI investments by 2031, targets 15pc exposure

Temasek International CIO warns of market risks from US capital spending surge

Singaporean sovereign wealth fund Temasek thinks AI has a future

Singaporean sovereign wealth fund Temasek thinks AI is going to pay off

Temasek portfolio liquidity: Temasek keeps 25% of portfolio liquid to weather shocks and seize trends, CIO says - The Economic Times