Latest / Your Way Home with Hongbin Jeong

Under the Radar: Temasek Review 2023 – CFO Png Chin Yee on portfolio value and shareholder returns; Investments in unlisted assets amid falling deal values in APAC; Outlook for Singapore firms; Views on crypto sector after FTX investment; Focus in EMEA; Views on investing in US and China; Plans for second half of fiscal year 2023.
Our guest for today is no stranger to Singaporeans. Founded in 1974, Temasek is a global investment company with 12 offices across eight countries. The state investor has a long term horizon, where activities are guided by their views on long-term structural trends. It mostly invests in equities though it does not set limits for geographies, sectors or asset classes. The firm released its latest annual review for FY 2023 today, where its net portfolio value dropped to S$382 billion from the S$403 billion seen in 2022. Meanwhile, its 1-year total shareholder return was at negative 5% due to a…
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