Temasek Holdings, a worldwide funding firm wholly owned by the Singapore authorities, manages a portfolio value S$389 billion as of 31 March 2024. Headquartered in Singapore, it operates 13 places of work in 9 international locations. The annual Temasek Assessment, the place executives focus on the fund’s efficiency, funding methods, portfolio allocation, and market outlook, gives beneficial insights, particularly amidst rising competitors and geopolitical tensions. We had been invited to attend to grasp Temasek’s course and the way they’re navigating these challenges. Listed below are seven issues I realized from Temasek Assessment 2024. 1. Temasek’s internet portfolio worth (NPV) elevated by S$7 billion, rising from S$382 billion to S$389 billion. This progress was pushed by returns from investments within the U.S. and India, regardless of underperformance of their China investments. Supply: Temasek Holdings If unlisted firms had been marked to market (MTM), Temasek’s MTM internet portfolio worth can be S$420 billion, a rise of S$9 billion from…
