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Major banks have already kicked off reporting their earnings results - with the latest being Morgan Stanley and Goldman Sachs group. While the results so far have been mixed, analysts remain optimistic on earnings despite economic growth weakening, inflation remaining elevated, and liquidity declining. Some say this earnings season will be critical for stocks after a rough start to the year. What...

2023 may have seen a spotlight cast on controversy around ESG investing. Greenwashing and confusing terminology may have punched a dent in ESG’s credibility. Could this give way to greater clarity around language, goals and intentions in the year ahead? MSCI ESG Research’s Sustainability and Climate Trends for 2024 is hot off the press.  Rachel Kelly speaks to Yu Ishihara, Executive Director, MSCI...

The final quarter of 2023 saw a rally in seemingly everything, which caught most investors off-guard, especially in fixed income markets. The US 10 year Treasury yield had peaked near 5% back in October, before falling to around 3.9% by the end of 2023. Some investors hope that the momentum from the fourth quarter of 2023 will accelerate in the new year. So is the bond market poised to skyrocket i...

Since last week, the first US ETFs that invest directly in Bitcoin have begun trading. Billions of dollars changed hands, with the token briefly surging past $49,000 following the US SEC approval of such ETFs. But now, Bitcoin has posted its worst streak in about a month, dropping for four straight days - the worst such run since mid-December. So has the ETF optimism now evaporated? On Money in th...

A recent report by the Institute of Chartered Accountants in England and Wales and Oxford Economics found that South-East Asia will see a resilient economic momentum this quarter, including in Singapore. However, the outlook ahead remains cautious due to falling private consumption and slow global growth. Growth is expected to grow by 4.3% in 2023 and 4.2% in 2024, below the pre-pandemic average o...

On The Afternoon Update, Hongbin Jeong is joined by   Jihye Lee, Research Analyst at the SGX for a market wrap of the week. They dive into how the STI performed in the past; the biggest movers on the STI; the latest development with Keppel and whether it can outperform again in 2024; what the latest US CPI signals; as well as a new AI-powered ETF that's set to be launched later this month. See omn...

It’s official, 2023 was the hottest year on record. That’s according to the latest findings from the Copernicus  2023 Global Climate Highlights report. And not only was 2023 the hottest, 2023 was the first year on record where all days were in excess of 1°C above pre industrial leves, with two days exceeding 2°C for the first time. Rachel Kelly has the details in this episode of Eco Money. See omn...

Markets are in somewhat of a “wait-and-see mode” as all eyes are on the start of earnings season, which is  kicking off this Friday over in the US with big banks. So what can we expect? And other than big banks, what other sectors should we be looking out for? On Money in the Market, Hongbin Jeong speaks to  Too Juncheong, Equity Dealer, Moomoo Singapore , to find out more about the latest market...

Investors betting on a revival in Chinese stocks this year are seeing their resolve tested. Chinese stocks recorded their worst opening week of trading in 21 years. The CSI 300 Index tumbled 3 per cent last week. Meanwhile, Hong Kong stocks also tumbled, compounding the local market’s worst start to a year since 2005. So with Chinese stocks relatively cheap, is now the time to invest in the market...

Despite ending 2023 with its first loss versus the euro and a basket of currencies since 2020, the US dollar had its strongest start in more than a decade. The Japanese yen, on the other hand, had its worst week against the US dollar in 16 months. On Money in the Market, Hongbin Jeong speaks to  Sim Moh Siong, Currency Strategist, Bank of Singapore , offering insights into the recent highs and low...

A reversal from the everything rally in the final months of 2023. All major asset classes fell in the holiday-shortened week to kick off the new year. Usually, the year tends to play out in January. So will the downbeat mood set the tone for the rest of the year for markets? On Money in the Market, Hongbin Jeong speaks to Wong Kok Hoong, Head of Equity Sales Trading, Maybank Securities to find out...

What do you need to look out for in the year ahead when it comes to sustainable business and investing? And, now that the dust has settled on COP28, which key dates do you need to highlight in your diary?  Eco Money's Rachel Kelly takes a look at reports from Allianz Global investors and MUFG Research for key themes and what to watch in the year ahead. See omnystudio.com/listener for privacy infor...

Asian stocks began the new year with little enthusiasm, following a modest setback in US stocks, which fell from near-record highs. This hiccup came as a surprise to a market that had been on its longest weekly gain since 2004. On Money in the Market, Hongbin Jeong speaks to  Jonathan Woo, Senior Research Analyst at Phillip Securities Research , about the market's trajectory in 2023 and what to lo...

This week, the Straits Times Index traded mostly in the green territory. On the last trading day of the year, it edged higher at the opening bell, tracking overnight gains on Wall Street. It continued that positive momentum after the mid-day trading break, looking set to close the year in the green. So will this positive resilience continue into the new year? For a 2024 market outlook and to discu...

From bank bonds, cryptocurrencies to AI-related stocks, a slew of trades either rocketed higher or surged against expectations this year. The overarching theme of this year was, of course, inflation and interest rates, added with big events impacting our financial markets, such as the higher-for-longer interest rates, the banking crisis and geopolitical tensions.  So what asset classes were the to...

This year, which saw roaring inflation and rising interest rates moving markets, currency pairs have hit historic highs. In fact, 2023 saw a strong start for the US dollar. But with interest rate cuts on the table for next year, how low can the US dollar go? Will it erase all the gains it saw in the past two years?  What about the Japanese yen? What’s next for the yen amid the possibility that the...

Several commodities saw notable moves this year, including gold, which reached record highs. Despite that, key commodities indexes are on track to record their biggest losses in the last five years, led by declines in natural gas, coal and grains. So who were the biggest winners and losers in the commodity market this year? On Money in the Market, Hongbin Jeong speaks to  Priyanka Sachdeva, Senior...

Against all odds, 2023 has been a splendid year for markets. Markets were fueled by an unexpectedly strong economy, the Magnificent 7 dominating, and lately, the prospect of interest-rate cuts in the year ahead. So as 2023 beat all expectations, what’s in store for 2024? Will 2024 continue to ride on this recent bull market? Are analysts seeing more gains for the year ahead? On Money in the Market...

Investors are now hoping that 2024 will bring stabilisation and normalisation. While 2023 was the year of rising interest rates, potential rate cuts are now on the cards for major central banks next year. So how should investors allocate their assets ahead of the new year? What asset class should investors look out for? On Money in the Market, Hongbin Jeong speaks to  Gautam Chadda, Head of Invest...

On The Afternoon Update, Hongbin Jeong is joined by  Geoff Howie, Market Strategist at the SGX , for a market wrap of the week. They discuss how the STI fared in the past week; the biggest movers on the STI; how healthcare-related stocks fared on the back of a new COVID-19 wave; how SGX delistings slowed in 2023; as well as Singapore’s economic outlook for 2024 and its potential impact on markets....

Real estate is considered one of the safest and profitable investments.  But some find challenges in investing in real estate without substantial amounts of money.  When tokenisation comes into play, the value of real estate is converted into a token that is maintained on a blockchain, allowing for digital ownership and transfer.  So what is tokenised real estate? Does it provide better returns th...

Major economies, including the US, are likely to see sharply slower growth and sliding inflation in 2024. With that, equity and bond markets are expected to start the new year on a positive note amid growing expectations of central bank policy shifting. But investors should still be cautioned about the macro winds shift towards a harder landing. So with this backdrop, how should investors balance...

Market watchers are raising their bets for more interest rate cuts from global central banks. They even expect them to kick in early 2024. In fact, the question about rate cuts has changed from whether they will to a matter of when they will. But some policymakers are saying rate cut bets are premature,and  markets have eased too much. So is it all over? Or are we being too optimistic? On Money in...

Global investment banks collectively expressed optimism about the Chinese market at this time last year. Nevertheless, a notable 14% decrease in the MSCI China Index dashed their hopes. Is there still uncertainty ahead or will 2024 bring about positive changes? On Money in the Market, Hongbin Jeong speaks to  Ishika Mookerjee, Deputy Team Leader for Asia Stocks at Bloomberg , about China's 2024 ou...

The Hong Kong market has seen a large sell-off which resulted in the country's economic difficulties and withdrawal of foreign investments. With a 22% decrease in year-to-date performance, the Hang Seng Index is among the worst performing in Asia. Are there still viable investment opportunities in Hong Kong stocks? What should investors look out for? On Money in the Market, Sean Cheong speaks to W...