Trading Matters by OCBC Securities

Episode 23: Macro market updates, revenge spending in a recessionary environment?


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In this episode 23 of Trading Matters by OCBC Securities, we're changing things up slightly with a special guest appearance by Vasu Menon, Executive Director, Investment Strategy, OCBC Bank. Along with host Reggie Koh (aka Chief Financial Coconut), they will discuss the current market conditions. How they are unprecedented with strong employment markets, revenge spending and strong corporate and consumer balance sheets, all co-existing with growing concerns of a recession. ESG is another sector that is making heat waves among investors apart from the tech sector and what can we expect moving forward? Get more exclusive market insights at www.iocbc.com/tradingmatters.

Key Themes

  • Monetary, fiscal, and the Covid-19 reopening stimulus
  • Technology and ESG sectors
  • Regulatory crackdown in China - how is this affecting the Chinese economy and stock market?
  • ...more
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    Trading Matters by OCBC SecuritiesBy OCBC Securities