Director and Founding Member, Corporate Monitor Limited

Tan Yee Peng

Director and Founding Member

Strengthening Corporate Performance

Corporate Monitor Limited

Corporate Monitor was established to encourage better performance of companies, particularly companies listed on the SGX, and hold their management and boards to account, for the benefit of their shareholders and stakeholders.

Keppel Infrastructure Trust is a listed business trust that provides investors with the opportunity to invest in a large and well-diversified portfolio of core infrastructure assets located in jurisdictions with well-developed legal frameworks that support infrastructure investment. The Trust aims to provide long-term, regular, and sustainable distributions to its unit holders.

<ul>
<li>Incentives drive behavior. Designing a good fee structure is paramount in managing potential conflicts of interests.</li>
<li>This is all the more important in Singapore’s REIT and Business Trust sector, where the use of external manager and Trustee Manager is the norm.</li>
<li>This is in sharp contrast to all for profit companies, where internal management teams manage the businesses for the benefit of all (or most) shareholders.</li>
</ul>


Incentives drive behavior. Designing a good fee structure is paramount in managing potential conflicts of interests.
This is all the more important in Singapore’s REIT and Business Trust sector, where the use of external manager and Trustee Manager is the norm.
This is in sharp contrast to all for profit companies, where internal management teams manage the businesses for the benefit of all (or most) shareholders.


Keppel Infrastructure Trust (KIT) – An Erosion of Trust

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>The Indian rupee strengthens to a three-month high, erasing 2025 losses amid foreign inflows and RBI’s forex swap auction.</li>
<li>Groww in talks to raise $200 million at a $6.5 billion valuation ahead of its IPO filing.</li>
<li>India exempts import duties on 35 items for EV batteries and 28 for mobile phones to boost domestic production.</li>
</ul>


The Indian rupee strengthens to a three-month high, erasing 2025 losses amid foreign inflows and RBI’s forex swap auction.
Groww in talks to raise $200 million at a $6.5 billion valuation ahead of its IPO filing.
India exempts import duties on 35 items for EV batteries and 28 for mobile phones to boost domestic production.


#127 India Insight: Rupee Hits 3-Month High, Groww Eyes $6.5B Valuation, India Cuts Import Duties

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

<ul>
<li>India’s electricity demand is witnessing a structural boom driven by rising temperatures, AC sales, urbanization, and smart tariff reforms, not just seasonal summer spikes.</li>
<li>Cooling demand alone could drive one-third of peak load by 2030, stressing grids, accelerating coal use, and challenging India’s clean energy transition.</li>
<li>The power story is no longer about generation alone, transmission, storage, smart meters, and efficient cooling are the real investment and policy frontiers to watch.</li>
</ul>


India’s electricity demand is witnessing a structural boom driven by rising temperatures, AC sales, urbanization, and smart tariff reforms, not just seasonal summer spikes.
Cooling demand alone could drive one-third of peak load by 2030, stressing grids, accelerating coal use, and challenging India’s clean energy transition.
The power story is no longer about generation alone, transmission, storage, smart meters, and efficient cooling are the real investment and policy frontiers to watch.


India’s Power Surge: What Is Fueling the Demand Boom in 2025?

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

Equity Bottom-Up

UOB-Kay Hian Holdings Limited is an investment holding company whose subsidiaries provide management services.  The Company provides stock broking, futures broking, investment trading, nominee services, margin financing, and research activities.

<ul><li>Southern Alliance Mining is diversifying from high-grade iron ore to rare earth elements and gold to expand operations.</li><li>The company is acquiring stakes in MCRE Resources and Paramount Synergy to enhance its rare earth mining capabilities.</li><li>SAM is engaging in cost mapping and supply chain management to mitigate risks from geopolitical events and material shortages.</li></ul>

Southern Alliance Mining is diversifying from high-grade iron ore to rare earth elements and gold to expand operations.The company is acquiring stakes in MCRE Resources and Paramount Synergy to enhance its rare earth mining capabilities.SAM is engaging in cost mapping and supply chain management to mitigate risks from geopolitical events and material shortages.

kopi-C with Southern Alliance Mining’s COO: Mining the future with rare earths and gold

<ul>
<li>India plans to cut tariffs on US imports to protect $66B in exports, negotiating trade deal amid Trump’s tariff threat.</li>
<li>
<a href="https://www.smartkarma.com/entities/meesho-inc" target="_blank" data-smartkarma-citation="entities:35872:1" rel="noopener">Meesho (1546271D IN)</a> plans $1 Bn IPO at $10B valuation, picking top bankers; aiming for Diwali 2025 listing, surpassing Flipkart.</li>
<li>
<a href="https://www.smartkarma.com/entities/temasek-holdings-pte-ltd" target="_blank" data-smartkarma-citation="entities:28816:1" rel="noopener">Temasek Holdings Pte Ltd (TMSK SP)</a> seeks CCI approval to acquire 10% stake in Haldiram Snacks at $10B valuation, aiming to fuel expansion.</li>
</ul>


India plans to cut tariffs on US imports to protect $66B in exports, negotiating trade deal amid Trump’s tariff threat.

Meesho (1546271D IN) plans $1 Bn IPO at $10B valuation, picking top bankers; aiming for Diwali 2025 listing, surpassing Flipkart.

Temasek Holdings Pte Ltd (TMSK SP) seeks CCI approval to acquire 10% stake in Haldiram Snacks at $10B valuation, aiming to fuel expansion.


#126 India Insight: India Plans US Tariff Cuts to Protect $66B, Meesho IPO, Temasek's Haldiram Stake

Singapore
Research on Singapore

Keppel Infrastructure Trust (KIT) – An Erosion of Trust

Incentives drive behavior. Designing a good fee structure is paramount in managing potential conflicts of interests. This is all the more important...

Corporate Monitor Limited

#127 India Insight: Rupee Hits 3-Month High, Groww Eyes $6.5B Valuation, India Cuts Import Duties

Indian rupee strengthens, Groww eyes $200M funding, India exempts import duties on EV batteries and mobile phones to boost domestic production.

Sudarshan Bhandari

India’s Power Surge: What Is Fueling the Demand Boom in 2025?

India's electricity demand is rising due to various factors, including cooling needs, urbanization, and smart tariff reforms, posing challenges...

Nimish Maheshwari

kopi-C with Southern Alliance Mining’s COO: Mining the future with rare earths and gold

Southern Alliance Mining is diversifying from high-grade iron ore to rare earth elements and gold to expand operations. The company is acquiring...

Singapore Exchange Ltd (SGX)

#126 India Insight: India Plans US Tariff Cuts to Protect $66B, Meesho IPO, Temasek's Haldiram Stake

India cuts tariffs on US imports to protect exports amid Trump's threats; Meesho plans $1B IPO, Temasek seeks CCI approval for Haldiram stake...

Sudarshan Bhandari

Keppel Infrastructure Trust (KIT) – An Erosion of Trust

Incentives drive behavior. Designing a good fee structure is paramount in managing potential conflicts of interests. This is all the more important...

Corporate Monitor Limited

#127 India Insight: Rupee Hits 3-Month High, Groww Eyes $6.5B Valuation, India Cuts Import Duties

​Indian rupee strengthens, Groww eyes $200M funding, India exempts import duties on EV batteries and mobile phones to boost domestic production.

Sudarshan Bhandari

India’s Power Surge: What Is Fueling the Demand Boom in 2025?

​India's electricity demand is rising due to various factors, including cooling needs, urbanization, and smart tariff reforms, posing challenges...

Nimish Maheshwari

kopi-C with Southern Alliance Mining’s COO: Mining the future with rare earths and gold

Southern Alliance Mining is diversifying from high-grade iron ore to rare earth elements and gold to expand operations. The company is acquiring...

Singapore Exchange Ltd (SGX)

#126 India Insight: India Plans US Tariff Cuts to Protect $66B, Meesho IPO, Temasek's Haldiram Stake

​India cuts tariffs on US imports to protect exports amid Trump's threats; Meesho plans $1B IPO, Temasek seeks CCI approval for Haldiram stake...

Sudarshan Bhandari

Indian rupee strengthens, Groww eyes $200M funding, India exempts import duties on EV batteries and mobile phones to boost domestic production.

India's electricity demand is rising due to various factors, including cooling needs, urbanization, and smart tariff reforms, posing challenges...

India cuts tariffs on US imports to protect exports amid Trump's threats; Meesho plans $1B IPO, Temasek seeks CCI approval for Haldiram stake...