Temasek +10.5%! Big Bets on AI! Should Singaporeans Be Excited?
Temasek has delivered another strong year, posting a +10.5% one-year return and growing its Net Portfolio Value to a record S$518 billion. But beyond the impressive headline numbers, one message stands out clearly:
Temasek is making BIG bets on Artificial Intelligence.
In this video, I'll break down Temasek's 2025/2026 results in simple language and explain what they really mean for Singaporeans, investors, CPF members, and the future of our economy.
We'll discuss:
✅ Why Temasek achieved a 10.5% annual return
✅ Net Portfolio Value reaches S$518 billion
✅ Why AI has become one of Temasek's highest-conviction investment themes
✅ Investments into leading AI companies including OpenAI and Anthropic
✅ How Temasek plans to increase AI exposure significantly over the coming years
✅ The strategy behind investing across the entire AI value chain—from semiconductors and data centres to cloud infrastructure and AI applications
✅ Major investments and divestments during the year
✅ Whether Temasek's AI strategy could shape Singapore's future competitiveness
✅ Risks, opportunities and what ordinary investors can learn from Temasek
Artificial Intelligence is no longer a future trend—it is rapidly becoming one of the world's biggest investment themes. Temasek's latest portfolio changes provide valuable insights into where one of the world's most respected sovereign investors believes long-term value will be created.
Whether you're interested in investing, Singapore's economy, or simply want to understand where Temasek is placing its biggest bets, this video will help you cut through the headlines and understand the bigger picture.
If you enjoy objective, data-driven analysis of investing, economics and Singapore's financial landscape, remember to Like, Subscribe, and Share this video!
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