Trading Matters by OCBC Securities

Trading Matters by OCBC Securities

By OCBC SecuritiesBusinessInvesting
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Trading Matters by OCBC Securities episodes

  • Episode 45: US debt ceiling on market uncertainty

    In this episode 45 of Trading Matters by OCBC Securities, we have Aaron Chwee, Head of Wealth Advisory, OCBC Bank, Samuel Wong, Trading Strategist, OCBC Securities, and Elliott Danker, Senior Producer Presenter, MoneyFM 89.3 dive into topics surrounding the US debt ceiling and the layover effects of the US debt ceiling on market uncertainty, trading flows and financial markets around the world.

     

    With the longstanding history of the US debt ceiling and the default date fast approaching, global markets await the outcome of whether the US federal debt ceiling will be increased. Coupled with the high interest rate environment, the ongoing discussions between the White House and Congress relay market uncertainties that may affect investor confidence on top of other implications. The uncertain nature constructs a market of volatility, and this poses the question of how financial markets can navigate through these waters. How can investors mitigate the risks and position themselves strategically? 

     

    Find out more in this Trading Matters podcast.

     

    Join our ecosystem and get more exclusive market insights at www.iocbc.com/tradingmatters

     

    Disclaimer: Contents of this podcast are intended for general information only and should not be construed as a recommendation or solicitation to invest in any financial product. All investments are subject to risk. Before investing, you should conduct your own self-assessment and seek independent financial advice.

    14 min
  • Episode 44: Gold, Recession & the US corporate reporting season: What to expect? | #TradingMatters

    In this episode 44 of Trading Matters by OCBC Securities, we have Samuel Wong, Trading Strategist, OCBC Securities, and Elliott Danker, Senior Producer Presenter, MoneyFM 89.3 dive into topics surrounding interest rates, Gold, the US Q1 2023 corporate reporting season, and the US 2Y Treasury Bill. 

     

    Global uncertainties are gaining momentum and intensifying since 2022, with the ongoing Russia-Ukraine war and global central bankers unrelentlessly continuing rate hikes. In such times of uncertainties, it is believed that precious metal like Gold is a good hedge against inflation. On top of inflationary and recessionary concerns, what can we expect from the US first quarter corporate reporting season of 2023 given the market volatility that we are already seeing? 

     

    Find out more in this Trading Matters podcast.

     

    Join our ecosystem and get more exclusive market insights at www.iocbc.com/tradingmatters. 

     

    Disclaimer: Contents of this podcast are intended for general information only and should not be construed as a recommendation or solicitation to invest in any financial product. All investments are subject to risk. Before investing, you should conduct your own self-assessment and seek independent financial advice.

    8 min
  • Episode 43: Chinese economy outlook and impact on Singapore’s economic forecast for 2023

    In this episode 43 of Trading Matters by OCBC Securities, we have Samuel Wong, Trading Strategist, OCBC Securities, Lim Yuin, Chief Investment Strategy, Lion Global Investors and Elliott Danker, Senior Producer Presenter, MoneyFM 89.3 dive into topics surrounding global recessionary woes, the Chinese market and economy outlook and the impact on Singapore's economic forecast for 2023.  


    Economic growth in developed markets like the US and Europe may taper down in 2023 from last year’s record pace of rate hikes. We have started to see things breaking like the failure of Silicon Valley Bank recently in the US. Amidst global uncertainties, how will the Chinese economy be affected? What can investors expect? What are the benefits of ETFs and what should investors be paying attention to for China-focused ETFs such as the Lion-OCBC Securities Hang Seng TECH ETF and China Leaders ETF? 


    Find out more in this Trading Matters podcast. 


    Join our ecosystem and get more exclusive market insights at www.iocbc.com/tradingmatters. 


    Disclaimer: Contents of this video are intended for general information only and should not be construed as a recommendation or solicitation to invest in any financial product. All investments are subject to risk. Before investing, you should conduct your own self-assessment and seek independent financial advice.

    13 min
  • Episode 42: Is ChatGPT ailing global tech stocks?

    Before, we had Siri and Alexa. Today, we have ChatGPT, the latest addition to the family of chatbots. Artificially intelligent chatbots are here to revolutionise our way of life and if artificial intelligence can affect businesses, it can too, affect the stock market. But in what way?  


    Hear it from Troy Cheng, Markets Analyst, OCBC Securities together with Adam and Rusmin from The Fifth Person in this Trading Matters episode as they discuss more about ChatGPT and the chatbot market. With this latest development in artificial intelligence and global government policies such as the US CHIPS act and shift in Chinese government policy to better support the tech sector, what can we expect from the tech companies such as Google and Microsoft moving forward? 


    Timestamps

    00:45 – ChatGPT: its origins, development and impact on global markets

    04:34 – Google and Microsoft: ChatGPT’s impact 

    11:23 – US and China: How might the race between US and China in the technology front possibly tip the balance either way? Find out more in this Trading Matters podcast. 


    Join our ecosystem and get more exclusive market insights at www.iocbc.com/tradingmatters. 

    Disclaimer: Contents of this video are intended for general information only and should not be construed as a recommendation or solicitation to invest in any financial product. All investments are subject to risk. Before investing, you should conduct your own self-assessment and seek independent financial advice.

    17 min
  • Is Singapore a boring market? The US Debt Ceiling as the next tidal wave?

    Key market indices suffered double-digit losses in 2022 due to key market events such as the high interest rate environment, US-China tension, and the Russian-Ukraine war, among others. Market sentiments were only recovered late last year after news of China reopening and hope for interest rates pivoting sufficed. Will there likely be a turn of events this year? How have other indicators been performing?

    Join Samuel Wong, Trading Strategist, OCBC Securities as he discusses about market events and how they affect the performance of key indicators, impending tidal waves, the Singapore market and more.

    Timestamps

    02:10 - Taking a step back for a recap of key global market events, how did they affect the major indices and are there any upcoming tidal waves that we can expect ahead?

    12:50 - Zooming into micro aspects - The US news flows about high interest rates, debt ceiling and global trade flows

    17:55 - Singapore indices, how have they performed? Is Singapore a boring market? What are the key global events to watch for the coming weeks?

    Follow us on OCBC Securities channels for more informed trading decisions on shares/stocks based on upcoming events and the current market.

    Webpage: https://lnkd.in/gNv65CXc

    Podcast: https://lnkd.in/gqfH5qTJ

    YouTube: https://lnkd.in/gjeBsrZ4

    Disclaimer: Contents of this video are intended for general information only and should not be construed as a recommendation or solicitation to invest in any financial product. All investments are subject to risk. Before investing, you should conduct your own self-assessment and seek independent financial advice.

    #TradingMatters #OCBCSecurities #MarketUpdate

    30 min
  • Episode 41: Are things good when the US Fed reduce the pace of rate hike?

    In this episode 41 of Trading Matters by OCBC Securities, host Adam Wong, Editor-in-Chief at The Fifth Person, Troy Cheng, Markets Analyst at OCBC Securities and Jayzee Poh, FX dealer at OCBC Securities look at the latest FOMC pace of interest rate hikes. They touch on themes such as the expectation misalignment between the FED and the streets, and whether the US Dollar favoured from the interest rate hike.

    Find out more in this Trading Matters podcast.

    Key Themes

    01:12 – What is the market expecting of upcoming FOMC meetings?

    06:28 – Are there concerns about the FED pivoting?

    10:24 – Will things change for the Tech sector?

    #TradingMatters #OCBCSecurities #FOMC #FEDPivot #Tech

    Join our ecosystem and get more exclusive market insights at www.iocbc.com/tradingmatters.

    Disclaimer: Contents of this video are intended for general information only and should not be construed as a recommendation or solicitation to invest in any financial product. All investments are subject to risk. Before investing, you should conduct your own self-assessment and seek independent financial advice.

    15 min
  • Episode 40: Hyperinflationary concerns and recession through various asset classes

    In this episode 40 of Trading Matters by OCBC Securities, we have Samuel Wong, Trading Strategist from OCBC Securities and Elliott Danker, Senior Producer Presenter from MoneyFM 89.3. The themes covered include hyperinflationary concerns and recession through various asset classes. What is the current global fund flow movements? Key market indices such as S&P 500 and the Hang Seng Index were down by double-digit losses in 2022 and fund flow movement shifted to the Chinese market. Was this market direction catalysed by global market events? What are the markets concerns with the ongoing hyperinflationary environment and the geopolitical events being carried forward to this year?

    Find out more in this Trading Matters podcast.

    Join our ecosystem and get more exclusive market insights at www.iocbc.com/tradingmatters.

    Disclaimer: Contents of this video are intended for general information only and should not be construed as a recommendation or solicitation to invest in any financial product. All investments are subject to risk. Before investing, you should conduct your own self-assessment and seek independent financial advice.

    15 min
  • Performance of asset classes beyond equities | #TradingMatters

    What are the S&P 500 and Hong Kong Hang Seng Index saying about the performance of the US and HK markets in the short term? What do VIX, Gold and the US dollar indicate about short-term market volatility? What about the fund flow movements, how are the global markets performing?   


    Join Ho Chan Keen, Markets Analyst, OCBC Securities, as he discusses more about global markets, price charts of key indicators and latest market events to watch.   


    01:45 – S&P 500 & HK HSI: What are the price charts saying about the US and HK markets? 

    07:05 – Looking beyond Equities: What are VIX, Gold and the USD indicating? 

    14:25 – Diving deeper into the sectors in the US and beyond, how did they perform?   


    Follow us on OCBC Securities channels for more informed trading decisions on shares/stocks based on upcoming events and the current market.   Webpage: https://lnkd.in/gNv65CXc    Podcast: https://lnkd.in/gqfH5qTJ   YouTube: https://lnkd.in/gjeBsrZ4     


    Disclaimer: Contents of this video are intended for general information only and should not be construed as a recommendation or solicitation to invest in any financial product. All investments are subject to risk. Before investing, you should conduct your own self-assessment and seek independent financial advice.

    34 min
  • Episode 39: Interest rate hikes, inflation, recession and China reopening

    In this episode 39 of Trading Matters by OCBC Securities, Samuel Wong, Trading Strategist, OCBC Securities and Elliott Danker, Senior Producer Presenter, MoneyFM 89.3, touched on themes such as interest rate hikes, inflation, recession, and China reopening.

    Global central bankers have raised interest rates, will we see this momentum carry on in 2023? Jerome Powell hinted that inflation is hardly over, how might this affect trading? Would the easing of the zero Covid policy and signs of more prominent reopening of China lead to an increase in fund flow interests for China and Hong Kong in this new year? What could be the directional flow of indices and how might the US, Europe and Asia markets perform heading into 2023? Tune in to this episode to find out more.

    Join our ecosystem and get more exclusive market insights at www.iocbc.com/tradingmatters.

    Disclaimer: Contents of this video are intended for general information only and should not be construed as a recommendation or solicitation to invest in any financial product. All investments are subject to risk. Before investing, you should conduct your own self-assessment and seek independent financial advice.

    14 min
  • Episode 38: China’s Covid Zero policy: Any signs of a pivot or reopening in sight?

    In this episode 38 of Trading Matters by OCBC Securities, host Adam Wong, Editor-in-Chief at The Fifth Person, Samuel Wong, Trading Strategist at OCBC Securities and Ho Chan Keen, Markets Analyst at OCBC Securities look at the latest in China. Three years on from the first Covid case in Wuhan, how has the pandemic impacted the Chinese economy? With 40k new cases daily and reports of protests on the streets, are there any signs of a pivot away from Covid-Zero in China? What is the market sentiment and expectation for an economic reopening? And which sectors potentially could be impacted the most? 

    Join our ecosystem and get more exclusive market insights at https://lnkd.in/gNv65CXc.

    Apple Podcast: https://lnkd.in/g9xgYsDM

    Spotify Podcast: https://lnkd.in/gT-2Fqzs

    YouTube: https://lnkd.in/gpjbjXT3

    #TradingMatters #OCBCSecurities #ChinaCovidZero #ChinaMarket #ChinaReopen

    23 min

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