Reset with Lynlee

The recent market rally we saw in June presented some enticing opportunities for profit-taking. So what were some trends we saw amongst Singaporean investors? Were there more net buyers of equities or net sellers? And how did they differ from other global investors? And what type of stocks did investors favour in June? On Money in the Market, Hongbin Jeong speaks to  AJ Kahling, Head of Internatio...

The beginning of July was the hottest week on record for the planet, after a series of scorching days saw global temperature records tumble. And that’s the effects of El Niño. The hot weather not only gives us sweats, but the changing weather patterns also have an effect on our crops - and thus, moving commodity markets. On Money in the Market, Hongbin Jeong speaks to Priyanka Sachdeva, Market Ana...

Singapore-listed CapitaLand Investment’s portfolio spans the globe. The real estate investment player has operations in more than 40 countries and more than 220 cities.  And with such a significant global footprint, it’s no surprise that its keeping an eye on a different footprint. carbon footprint. CLI recently refreshed its sustainability master plan - integrating its 2050 net zero carbon emissi...

In the first half of 2023, we’ve witnessed a slowdown in the global economy, a regional banking crisis in the US, and a disappointing reopening of the Chinese economy. But financial markets have shown resilience despite all those events.  In fact, the S&P 500 has performed well, primarily driven by large-cap technology stocks and investor interest in artificial intelligence related stocks. On...

J&T Express, a leading e-commerce logistics company in Southeast Asia & China, has recently filed for an IPO listing in the Hong Kong Stock Exchange. Although no details of the fundraising size and timeline has been revealed, sources say the proposed sale share is expected to raise between $500 million to $1 billion. This would make it one of the largest Hong Kong issues in 2023. J&T E...

Basel IV will be a game changer for banks. The regulation, a finalisation of Basel III, will overhaul global bank capital requirements, including reforms to the standardised approach for credit risk. But what exactly is Basel IV? And how will this affect our local banks here in Singapore? On Money in the Market, Hongbin Jeong speaks to  Rena Kwok, Credit Analyst of Asian Financials at Bloomberg In...

On The Afternoon Update, Hongbin Jeong speaks to Geoff Howie, Market Strategist from the SGX to discuss how markets fared in the past week. They discuss STI''s performance and whether the STI is set to close to its lowest level since early November; whether this week's optimism in SingPost shares can last; whether Taylor Swift has an effect on UOB's performance going forward; as well as some of th...

Diversify your portfolio. That’s the constant advice we hear from experts when it comes to investments. So when compared to investors who stick to one specific market, how does one with various other assets perform? How much more have they been profitable? And does holding your investments for longer really make a difference? On Money in the Market, Hongbin Jeong speaks to Daniela Hathorn, Senior...

The Accounting and Corporate Regulatory Authority and Singapore Exchange Regulation have joined forces  to launch a public consultation on the recommendations by the Sustainability Reporting Advisory Committee with one goal in mind - to advance climate reporting here. The recommendations require Listed Issuers to lead the way and report International Sustainability Standards Board -aligned climate...

Palm oil can be found in roughly 50% of products on supermarket shelves.  But, this extremely versatile product is also a highly contentious one.  That is because of the way sustainability and ethical concerns surrounding palm oil farming. Golden Agri Resources is a global leader in palm oil production, it says that sustainability is at the heart of its daily operations, and has been for more than...

The airline sector starts the second half of the year with investors looking for the recent hot streak in share prices to extend. US airline shares saw big gains in June - but was the same case for Asia? Shares of Singapore Airlines were also rallying earlier this year, but saw a recent slump after a block of shares amounting to nearly 3% of the float were traded. So has the rally in SIA shares fi...

Following a historical high level of central bank gold buying, gold continues to be viewed favourably by central banks as a reserve asset. And that’s according to the World Gold Council. But why this strong demand? What factors in the current market are leading central banks to rely on gold? On Money in the Market, Hongbin Jeong speaks to  Shaokai Fan, Head of Asia-Pacific (ex-China) & Global...

The recent political instability in Russia marginally impacted commodities. Which commodities were impacted the most? And how are commodity markets faring at the moment? On Money in the Market, Hongbin Jeong speaks to Stephen Stapczynski, Energy and Commodities Reporter at Bloomberg , to find out more.  See omnystudio.com/listener for privacy information.

As city dwellers, we spend about 90% of our time indoors. But, have you ever wondered about the sustainability of the building around you? From the energy used to the carbon footprint - there are now tools available to help business calculate the sustainability of a building. Corporate Facility Partners or CFP Green Buildings, a green real estate company from the Netherlands, has unveiled its inno...

Home Credit is a global consumer finance provider, and they’ve released its third group sustainability report, covering the year 2022. The report highlights the company’s progress in serving its customers and communities in a sustainable way, through the promotion of responsible finance and digital empowerment across its markets. On Money in the Market, Hongbin Jeong speaks to Jan Ruzicka, Chief E...

On The Afternoon Update, Hongbin Jeong is joined by Geoff Howie, Market Strategist from the SGX for a market wrap of the week. They discuss STI's performance in the past week; the biggest movers; whether the tumble SIA shares is only a short term; Singapore’s manufacturing output data; if Singapore's in for a technical recession; the impact of the recent Russia's crisis on Singapore markets; the o...

In its midyear outlook, HSBC Asset Management said the U.S. will enter a downturn in the fourth quarter, followed by a “year of contraction and a European recession in 2024.” These recessionary fears, coupled with geopolitical uncertainties, haven't been music to the ears of US equities, which posted their worst week since March last week. So can we expect US equities to rebound? Asian markets as...

Singapore’s Economic Development Board (EDB) revealed a downturn in the nation’s manufacturing output in its latest report released yesterday. The data shows a 10.8% decrease in manufacturing output in May 2023 compared to the same period last year.  This represents eight straight months of decline and has prompted economists to once again warn of a heightened risk of a technical recession. What a...

Merger and Acquisition deal volumes in Asia for 2023 have been at the lowest levels since 2013, with Refinitiv data showing M&A value for January through June dropping 41 percent to reach $362 billion. So why have deal volume suffered so much in the first half of 2023? Narrowing in on the tech sector, what do these M&A numbers mean for growth prospects within the tech ecosystem? On Money i...

2023 has been a good year for global equities, which in USD terms have risen over 9 percent as of the middle of May.  This despite the uncertain macroeconomic environment, including a crisis surrounding US regional banks, high inflation, and recessionary fears. So what is the outlook like for equities and fixed income assets for the remainder of the year, both in the emerging and developed market...

Stocks of Sembcorp Industries on Tuesday plunged 9.2% after the Energy Market Authority’s announcement that it will cap wholesale power prices that had soared as much as 3,000% this year. Equity analysts said the slide was overdone and that it would have minimal impact on its earnings. Should investors be concerned? And how did Singapore shares react to US Federal Reserve Chair Jerome Powell's two...

US Federal Reserve Chairman Jerome Powell's congressional testimony this week was billed as a potential market mover. Investors looked ahead to Powell's two-day testimony before Congress, starting with the U.S. House Financial Services Committee, which occurred overnight, which will be scrutinized for clues regarding how long the central bank will keep its restrictive policy in place. So did the f...

How often do you conduct a financial transaction online or on your mobile phone? This luxury isn't available to everyone.  In Southeast Asia for example, 225 million people lack access to a bank account, and 350 million do not have access to formal credit.  Micro, small and medium enterprises are also facing a significant funding gap as a result of being underbanked. In fact, 39 million micro, sma...

It seems over the past few years that countries have been rolling out net zero goals faster than you can say - decarbonisation. But the clock is ticking towards these targets and it is time for action. According to the latest report by Bain & Company, Temasek, GenZero and Amazon Web Services  - Governments across Southeast Asia have set climate ambitions, but not enough action has been taken t...

The Japanese stock market is attracting eyeballs from around the world, with the benchmark Nikkei breaching the 33,000 mark, hitting a 33-year high in recent times.  The latest surge has even caught the attention of billionaire investor Warren Buffet, whose investment company Berkshire Hathaway just this week purchased additional shares in five major Japanese trading houses, sending its average ow...