Reset with Lynlee

On The Afternoon Update, Hongbin Jeong is joined by Dan Chang C S, Trading Rep, Phillip Securities, for a market wrap for the week. They discuss how the STI performed in the past week, whether it was a quiet week given a midweek holiday, biggest movers on the STI, what’s been moving Seatirum shares, and what to look out for in the latest earnings season. 

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“Are risk assets overly exuberant?” is one question that remains on investors’ minds as markets continue to rally on. Tech stocks have led the rally in equities, but can the rally broaden out to other asset classes? Or is the rally set to lose momentum soon? On Money in the Market, Hongbin Jeong speaks to Hou Wey Fook, Chief Investment Officer, DBS Bank, to find out more.

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In a capitalist world, can profits still be attained while leaders pursue purpose? Can a balance between environmental needs with those of corporations be struck?

Rachel Kelly speaks with Rajeev Peshawaria, CEO, Stewardship Asia Centre and author of the book Sustainable Sustainability to discuss  the role corporates play in tackling climate change and how steward leadership can help us combine profits and purpose.

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There’s still uncertainty surrounding markets when it comes to interest rates. Strong economic data and worries over sticky inflation are pushing investors to reassess how deeply the Federal Reserve will be able to cut interest rates this year. So how is this impacting fixed income markets? What kind of investment approach should investors take to navigate this complex landscape? On Money in the Market, Hongbin Jeong speaks to Christy Tan, Investment Strategist, Franklin Templeton Institute, to find out more. 

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Some market watchers believe that the current US stock market rally is poised for a breather, even if it remains unclear whether equities are in a bubble or a strong bull run. Yet some investors believe the market's nearly uninterrupted ascent means a pullback is due. So are we in a bubble? And will it burst soon? Or will we see a continuous bull run? On Money in the Market, Hongbin Jeong speaks to Paul Chew, Head of Research, Phillip Securities Research, to find out more.

Highlights:

1. What are some key factors that are driving the recent surge in stock markets globally? - 1:17

2. How would you rate the resilience of stocks so far this year? What sectors are thriving? - 4:50

3. What are some indicators that investors should look out for to assess the likelihood of a market bubble forming or bursting? - 7:52

4. What advice would you have for investors on incorporating big secular shifts like AI? How can they shield themselves from risks of placing too much exposure on AI related stocks? - 10:36 

5. What other sectors or assets can investors diversify their portfolios with at the moment? - 11:32

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On What’s Trending, we find out why Hermes got into a lawsuit. Also, Bulgari dethroned Richard Mille's thinnest watch. And lastly, a 13-year-old teen might be getting a free meal from Gordon Ramsey.

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The “buy India, sell China” equities strategy was a popular one last year. But this year, it looks like it’s reached an inflection point for some investors. Some banks have pared exposure to India after a record-breaking rally, and pivoting to former favourite China. What does signal? Why are investors turning away from India? And if this continues, what will this mean for India’s stock market? On Money in the Market, Hongbin Jeong speaks to Abhishek Vishnoi, Senior Asia Equities Reporter at Bloomberg, to find out more. 

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On What’s Trending, we talk about the new trend of Chinese Gen Z’s wearing gross clothes to work in China. We also talk about the recent launch of the coffee-table book, Barbie: The World Tour.

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On The Afternoon Update, Hongbin Jeong is joined by Geoff Howie, Market Strategist at the SGX, for a market wrap of the week. They discuss how the STI performed in the past week, the biggest movers, Singtel’s trading halt, and AEM’s fabulous week. They also touch on the latest retail sales data out of Singapore today as well as what to look out for in the weeks ahead, including earnings season.

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China published a set of new rules earlier last month that would tighten scrutiny over IPOs. According to the new rules, regulators will vet IPOs more closely, crack down hard on securities fraud, and encourage listed firms to increase dividend payouts and buy back shares. So what does this mean for the stock market? Will this deter companies away from listing in China? On Money in the Market, Hongbin Jeong speaks to Prof Rick Marchese, Professor of Management Practice at ESSEC Asia-Pacific, to find out more.

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