Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek podkast

Companies To Watch: CapitaLand Investment profit plunges as China drag weighs

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CapitaLand Investment reported a sharp 70% drop in full-year net profit after significant revaluation losses from its China portfolio weighed on earnings. While headline results disappointed, operating profit and fee income remained resilient as the group continues shifting toward an asset-light, recurring revenue model.

Dan Koh and Ryan Huang unpack what drove the weakness, how the dividend held up, and what investors should watch next.

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