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Build your edge with insights from the team of economists and analysts from OCBC Treasury Research & Strategy. Stay ahead of trends and developments on the economies and asset classes including FX... more
FAQs about OCBC Treasury Research and Strategy - Podcast:How many episodes does OCBC Treasury Research and Strategy - Podcast have?The podcast currently has 137 episodes available.
April 07, 2020Singapore’s Solidarity Budget: 3 is more powerful than 1? (Selena Ling)Singapore just announced its third budget in two months. This comes on the eve of the one month circuit breaker which will see the closures of all schools and many firms except for essential services to flatten the covid-19 curve. With 3 budgets amounting to $59.9b (12% of GDP), will this do the trick of saving the Singapore economy? (Recorded April 6) ...more5minPlay
April 03, 2020'Lazy' investing a possible strategy for 'noob' investorsOur Head of Wealth Advisory, Kelvin Goh, tells us how being a 'lazy' investor and adopting dollar cost averaging as an investment strategy could work well for newer investors. If you suffer from investment inertia, consider monthly investment plans that put your investments on 'autopilot'. ...more12minPlay
April 02, 2020Care Package: Malaysia's big stimulus measures (Wellian Wiranto)Malaysia has launched an unprecedented stimulus package, slated to be worth 17% of GDP. We discuss the implications here....more5minPlay
April 01, 2020Credit Views for April - A Month to Remember, For All the Wrong Reasons (Andrew Wong)Our OCBC Credit Research team shares their views on whether government and central bank stimulus will alleviate the pain in credit markets today and what lies ahead. They also point out where investors may be able to find shelter in this storm and note four key fundamental calls....more7minPlay
March 31, 2020Covid-19 and why the Gold Standard can't make a comeback (Howie Lee)Gold remains an important investment asset to investors, but should the Gold Standard return? We think not. The Covid-19 episode has seen massive support policies from governments around the world - which would likely have been much smaller if the Gold Standard was still in place....more5minPlay
March 31, 2020Restarting the economy without compromising efforts to contain Covid-19 (Tommy Xie)Imposing a city-wide lockdown is important in the initial stages of dealing with an infectious disease, so as to "flatten the curve" and prevent one's healthcare systems from being overrun. But it is not the magic solution when the disease has evolved into a global pandemic. Our global economy has ground to a halt, and is not sustainable. How can we balance the need to restart the economy without compromising efforts to contain the outbreak? ...more4minPlay
March 30, 2020MAS' latest monetary policy statement: Stability is key (Terence Wu)In this podcast, we break down the policy decisions by the MAS in its Monetary Policy Statement released on 30 March 2020. Overall, the decisions were in line with our expectations, especially when it comes to the slight re-centre of the policy band. (Recorded 30 March 2020) ...more7minPlay
March 27, 2020Singapore’s fiscal bazooka to the rescue! (Selena Ling)Singapore’s 1Q20 GDP contraction of 2.2% y-o-y was double expectations and marked the worst performance since 2009. Hence it came as no surprise that a mega-sized Resilience Package of $48 billion was unveiled. Will this be sufficient to ward off the imminent recession?...more6minPlay
March 27, 2020Singapore REITs: Falter but not Fall (Seow Zhi Qi)What are the operating and credit metrics that can offer us some insights amid this turbulent period? How can REITs, which typically do not hold much cash, boost its liquidity if needed? Credit research analyst Seow Zhi Qi believes it's reasonable to expect pockets of opportunity to pick up bullet bonds issued by quality REITs at slashed prices - though she discourages panic selling. Investors who have the holding power can also continue to hold on to their existing high-grade REIT bullet bonds as long as the fundamentals of the REITs remain intact. ...more5minPlay
March 25, 2020Why fiscal support could be the silver lining in a time of turmoil (Carmen Lee)The rapidly changing Covid-19 pandemic situation has caused market volatility and recession fears, with a lack of earnings clarity adding uncertainty to Asian markets. Ms Carmen Lee, Head of OCBC Investment Research, highlights how fiscal policy and stimulus from key countries are expected to provide some comfort in Q2 2020. This podcast was recorded on 23/03/2020 https://anchor.fm/ocbc...more2minPlay
FAQs about OCBC Treasury Research and Strategy - Podcast:How many episodes does OCBC Treasury Research and Strategy - Podcast have?The podcast currently has 137 episodes available.