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We saw a reversal in trends in stock markets in the month of February. There was nowhere for investors to hide in February's market reversal. But how did the STI withstand all of this? And what will March bring us? Will it be full of madness? For a market wrap of the week, Hongbin Jeong speaks to Geoff Howie, Market Strategist at the SGX to take a look back at what February was like for the STI an...

Stocks in Asia started 2023 in a bull market. Investors have been cheered by China’s pivot away from its zero-Covid policy, the ending of its crackdown on tech companies and Beijing’s renewed commitment to growing the world’s second biggest economy. But now it seems like that optimism has already been priced in. In February we saw a reversal of trend in the stock market, leaving us with the questi...

Certain credit factors have always been a part of credit risk analysis. But as ESG factors have been known to impact companies, their relative importance with respect to credit has been increasing. On Money in the Market, Hongbin Jeong speaks to Philipp Buff, Investment manager of Developed Markets Credit at Pictet Asset Management  to find more about what sustainable credit is, and what it covers...

As Wall Street faced some heavy sell-offs in recent days, Asian markets followed suit, despite seeing a huge rally in the beginning of the year due to the optimism of China’s faster-than-expected reopening. So what’s moving Asian markets at the moment? And how do the current state of Asian stock markets compare to other global stock markets? On Money in the Market, Hongbin Jeong finds out more wit...

For the time being, the tug-of-war between bulls and bears remains centred on the trends in inflation, monetary policy, and the economy. After a challenging 2022, investors anticipated that 2023 will start on a similar tone but so far this year, financial markets have benefited from the conjunction of miracles which have prompted investors to discount that we are once again in a ‘’Goldilocks’’ env...

On The Afternoon Update, Geoff Howie, Market Strategist at the SGX, joins Hongbin Jeong for a wrap of markets for the week; including how the STI performed; the biggest movers of the week; UOB and OCBC earnings; what the FOMC minutes is signally; as well as what to look out for in the week ahead.  See omnystudio.com/listener for privacy information.

The Singapore dollar has outperformed nearly all Group-of-10 currencies so far this year. But investors seem to be returning to placing bearish bets on all Asian currencies - including the Singdollar -  shortly after on the increasing likelihood that the U.S. Federal Reserve would continue hiking rates for longer, helping the dollar regain its lost momentum. On Money in the Market, Hongbin Jeong s...

Singapore’s inflation rose across the board in January, but came in slightly under economist estimates. Consumer prices in Singapore rose at a faster pace in the first month of 2023, pushed up by Chinese New Year buying and the higher goods and services tax that had just kicked in. Headline consumer price index (CPI), or overall inflation, also edged up, on the back of higher  accommodation inflat...

With the faster-than expected reopening of China, both stock markets and commodity markets rallied. But it seems like that reopening rally is fizzling out in stock markets. But how are commodity markets performing? Are they still benefiting from the reopening? On Money in the Market, The Afternoon Update’s Hongbin Jeong speaks to Priyanka Sachdeva, market analyst at Phillip Nova , to find out more...

Against a backdrop of extraordinary market conditions and ongoing global challenges, environmental, social and governance issues remain a key focus for companies and investors. So what are some of the trends when it comes to sustainability investing? What are some specific sectors we should be looking out for? On Money in the Market, Hongbin Jeong speaks to Thomas Hohne-Sparborth,  Head of Sustain...

Kazuo Ueda has been nominated as the new governor of the Bank of Japan, succeeding Haruhiko Kuroda in April. The question remains whether he will stick to Japan’s ultra-loose policy. He’s already been dubbed neither as dove nor a hawk, but an owl. What does that mean? What will be his stance on monetary policy? Will he change course? And what’s next for the Japanese yen? On Money in the Market, Th...

This week - we’ve seen a lot happening, with Singapore’s GDP numbers kicking off the week, and of course the long awaited Valentine’s Day gift from Finance Minister and Deputy Prime Minister Mr Lawrence Wong- The Budget 2023 announcement. So how did the STI perform this week amid this backdrop? Who were the biggest movers? To give us a market wrap of the week, Candace Li, Research Analysts from th...

TikTok’s e-commerce foray has made serious inroads in ASEAN. But what does this mean for the incumbents GoTo, Sea and Lazada? On Money in the Market, Hongbin Jeong speaks to  Nirgunan Tiruchelvam, Head of Consumer and Internet at Alētheia Capital, and the author of the book "Investing In The COVID Era" , to find out more. See omnystudio.com/listener for privacy information.

Some experts say investors may be able to benefit from leaning towards private markets for better future returns instead of sticking to the traditional 60:40 portfolio this year. On Money in the Market, The Afternoon Update's Hongbin Jeong speaks to David Z Wang, CEO of Helicap , to find out whether there are opportunities in private markets that offer institutional investors to tap into untapped...

Markets seem to be shifting their focus away from inflation towards growth. And according to a recent report by Europe’s leading asset manager Amundi, it believes that there are opportunities to play some rotations with a selective approach. So where do these opportunities currently lie? And how should investors play these market rotations? On Money in the Market, The Afternoon Update’s Hongbin Je...

S-REITs have gotten off to a strong start this year, and many expect Reits to continue 'hopping' higher for the rest of the year. On Money in the Market, The Afternoon Update’s Hongbin Jeong spoke to Kum Soek Ching, Head of APAC Research at Credit Suisse , to find out whether this year offers a more benign yield background for Singapore REITs.   Highlights: 00:57 - What factors have contributed th...

With the growing interest in private markets amidst market volatility and portfolio diversification, more than two thirds of institutional investors are continuing to grow their allocation to private markets in line with current targets. That’s according to the latest survey on private markets by State Street. On Money in the Market, The Afternoon Update’s Hongbin Jeong speaks to Eric Chng, Senior...

For market wrap of the week, Hongbin Jeong speaks to Emelia Tan, research analysts at the SGX  to find out how the STI performed in the past week; the biggest movers on the STI; what to expect from local banks as they report earnings in the following weeks; a look at US initial jobless claims and what it signals; whether there has been a shift in market optimism that rate hikes are going to end by...

Investor sentiments seem to be improving despite the slowing down of the global economy, especially in Asia. But what’s driving this positive sentiment? And will this bullish tone of markets continue?  On Money in the Market, The Afternoon Update’s Hongbin Jeong speaks to Olivier d’Assier, Head of Applied Research, APAC at Qontigo to find out more. See omnystudio.com/listener for privacy informati...

We’re only in the second month of the year, and we’ve already seen an impressive year-to-date rally in the stock market to kick off the year. But will this momentum continue? Will 2023 be a repeat of 2022 or something different? On Money in the Market, The Afternoon Update’s Hongbin Jeong speaks to Samuel Rhee, Chairman & Chief Investment Officer, Endowus to find out whether or not right now i...

While the dollar has eased after Jerome Powell’s latest speech failed to offer fresh signs of a hawkish pushback against a resilient labour market in the United States, the dollar had seen a rally prior following Friday's blockbuster jobs report- which sent the U.S. dollar index to a one-month high. But was this a short-lived rally? Or is it signally more gains for the dollar are to come? On Money...

It’s been a long, hard struggle for emerging-market equities. Since peaking in late 2010, emerging markets have underperformed global developed equities amid a confluence of macroeconomic and market headwinds. But, in the beginning of this year -  emerging market equities have rallied more than a fifth from their October trough. So could this emerging-market equities’ rebound rally extend througho...

The stock rout in Gautam Adani’s indebted conglomerate has entered a third week. And the continued selloff is indicating growing concerns about the conglomerate’s access to funding after Adani Enterprises shelved a key bond sale plan, less than a week after it abruptly abandoned a record domestic stock offering. On Money in the Market, Hongbin Jeong spoke to Suvashree Ghosh, Finance Reporter for A...

On The Afternoon Update, Geoff Howie, Market Strategist at the SGX, joins Hongbin Jeong for a wrap of markets for the week; including how the STI performed; the biggest movers of the week; financial results from several REITs; Keppel Corp shares following its earnings; how the latest US Fed rate hike affects local bank shares; as well as what to look out for in the week ahead.  See omnystudio.com/...

The Federal Reserve has raised its target interest rate by a quarter of a percentage point, yet policy makers have continued to promise “ongoing increases” in borrowing costs. But despite another warning that rate hikes are here to stay for longer - investors took heart from the chair’s remarks acknowledging that price pressures have started to ease. On Money in the Market, Hongbin Jeong speak to...