It's not the end of the world. Negative prices on WTI on Monday (April 20) were a result of diminishing storage in the US, not a market meltdown. Besides, only one particular contract saw negative prices. Negative prices might come round again until we have a pickup in demand, or the US cuts its oil output. Also, it is unlikely petrol pumps will pay consumers money to fill their cars. (Recorded April 21) 

China posted a GDP growth contraction in Q1. However, macro indicators have suggested a gentle rebound is underway. Key commodity indicators suggests that this may be indeed true.

China reported its first economic contraction in the first quarter. But the equity market ended the day higher. What does this mixed reaction tell us? What are the silver linings? Is it too early to expect a V-shape recovery in China?

The IMF has slashed their 2020 global growth forecast to -3% assuming the Covid-19 pandemic fades and containment efforts are gradually unwound in 2H20. However, downside risks still remain. Decisive and sizeable policy stimulus have help to stabilize investor sentiments recently and market liquidity has also improved somewhat. The turbocharge from coordinated global policy easing will work at some point. Look for opportunities to dribble in if investor sentiments continues to back away from extreme risk-off levels going ahead, even if 2Q20 growth remains dire. (Recorded April 15, 2020)

It is difficult to have any near term market outlook clarity due to the evolving situation on the Covid-19 front. With current sharp volatility and persistent concern of a lack of liquidity in the market, it is prudent for investors to take a long-term view on equities. Ms Carmen Lee, Head of OCBC Investment Research, explains why fundamentally sound companies with established business track records and consistent dividend payouts are still favoured. This podcast was recorded on 13/04/2020.

Oil prices suffered a rout in March but OPEC+ has since convened on an emergency meeting to cut supply. What does this mean for the markets and you as a consumer? (Recorded on April 14, 2020) 

While the aviation sector regularly makes headlines and has garnered financial support from governments globally, less attention has been paid on the hospitality sector. Our credit analysts take an in-depth look at the credit impact on Ascott Residence Trust, Frasers Hospitality Trust and Shangri-La being key hospitality issuers in the SGD bond market.

With Covid-19 cases on the rise, the Indonesian government has announced big stimulus package to bulk up the healthcare sector and strengthen the social safety net. We discuss the challenges they face and some silver linings here. (Recorded April 9, 2020)

The Covid-19 pandemic has changed the way business is conducted worldwide and one clear trend has emerged. People still need to stay connected. Telecommunications and telecommuting will remain a key trend and will likely persist even after this crisis is over. Ms Carmen Lee, Head of OCBC Investment Research, highlights some possible entry points which have emerged in the technology sector. This podcast was recorded on 06/04/20.