Trading Matters by OCBC Securities

In this episode 27 of Trading Matters by OCBC Securities, Samuel Wong, Trading Strategist, OCBC Securities and Elliott Danker, Senior Producer Presenter, MoneyFM 89.3, discuss about key market events, performance of various indicators and the market outlook amidst inflation and recession woes.

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.

In this episode 26 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut) and Ho Chan Keen, Markets Analyst at OCBC Securities look once again at inflation and several movers of the stock market. Has inflation truly peaked or is there more to worry about beneath the headline numbers? How are markets bracing themselves for the US Fed’s next move? Beyond inflation and broad market dynamics, are there other strategies playing out in the market? And how have various news events driven big moves in Twitter and Wuxi Biologics?

This show is jointly produced by the team at The Financial Coconut and OCBC Securities. If you enjoyed this episode, hit the like button and let us know what would you like to see next in the comments section. Subscribe to our channel so you don't miss any updates on our weekly stock market analysis. By following our weekly shows, we hope you become a more astute trader.

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.

In this episode 25 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut) and Troy Cheng, Markets Analyst at OCBC Securities dive into the latest China’s Party Congress and what is the market expectation on this congress? What is so interesting about the abolishment of President Xi on the abolishment of presidential term limit? The recent GDP expanded by only 0.4% in Q2 2022. Does the market expect China to come out with more economic stimulus? Is there hint of gradual reopening of China to balance between covid containment and economic growth?

This show is jointly produced by the team at The Financial Coconut and OCBC Securities. If you enjoyed this episode, hit the like button and let us know, what would you like to see next in the comments section. Subscribe to our channel so you don't miss any updates on our weekly stock market analysis. By following our weekly shows, we hope you become a more astute trader.

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.

In this episode 24 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut) and Troy Cheng, Markets Analyst at OCBC Securities dive into the latest China’s rate cut on both one-year and five-year loan prime rate, and whether it can meet government demand to pump more credit into an economy. Is it able to spur the demand for economic growth? Will the Chinese market meet its annual economic growth target? Which sectors have been most impacted? And how are stocks from China Merchants Banks to Country Garden impacted by rate cut? Get more exclusive market insights at www.iocbc.com/tradingmatters.

Key Themes

• China’s loan prime rate cut

• China Merchants Bank: CMB: China rate cuts have limited effect due to weak credit demand

• Country Garden: Mixed signals on government efforts bolstering sector

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

In this episode 22 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut), Ho Chan Keen and Troy Cheng, Markets Analysts at OCBC Securities discuss the recently passed US CHIPS Act and how it affects chipmakers from Micron to Nvidia. What do we need to know about the act? Which chipmakers stand to benefit the most? How will chipmakers balance policy support against falling PC demands? Get more exclusive market insights at www.iocbc.com/tradingmatters.

Key Themes

In this episode 21 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut) and Ho Chan Keen, Markets Analyst at OCBC Securities dive into the latest Taiwan tensions and what it means for markets. Is US House Speaker Nancy Pelosi’s visit to Taiwan a big event or a non-event? How have markets responded to the brewing tensions? Which sectors have been most impacted? And how are stocks from HKEX to SMIC impacted by these rising tensions in the Taiwan Strait? Get more exclusive market insights at www.iocbc.com/tradingmatters.

Key Themes

•  Geopolitics back to the forefront with all eyes on the Taiwan Strait

•  HKEX: US listed Chinese companies seek primary listing in Hong Kong

•  SMIC: Seen to benefit from US-China tensions

In this episode 20 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut) and Ho Chan Keen, Markets Analyst at OCBC Securities discuss macro matters and the latest in the financial markets. With 2 consecutive quarters of negative GDP growth in the US, are we officially in a recession? What did the US Fed say about upcoming rate hikes that caused markets to rally? Is volatility still elevated, or is it coming down? And with earnings season underway, what are some key areas to look out for?

This show is jointly produced by the team at The Financial Coconut and OCBC Securities. If you enjoyed this episode, hit the like button and let us know, what would you like to see next in the comments section. Subscribe to our channel so you don't miss any updates on our weekly stock market analysis. By following our weekly shows, we hope you become a more astute trader.

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.

Key Themes

#Recession #InterestRatesHike #EarningsSeason #OCBCSecurities

In this episode 19 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut) and Ho Chan Keen, Markets Analyst at OCBC Securities dive into the uncertainty plaguing the global financial markets. Is this a bear market rally or a stock market bottom? What are the key events the market is looking to for answers? And amidst the uncertainty, how have oil markets and stocks ranging from airlines to oil producers been affected?

This show is jointly produced by the team at The Financial Coconut and OCBC Securities. If you enjoyed this episode, hit the like button and let us know, what would you like to see next in the comments section. Subscribe to our channel so you don't miss any updates on our weekly stock market analysis. By following our weekly shows, we hope you become a more astute trader.

Key Themes

#CathayPacific #PetroChina #iOCBC #OCBCSecurities

In this episode 18 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut) and Ho Chan Keen, Markets Analyst at OCBC Securities look at two stocks in the EV and Biotech sectors in China. How do these two sectors feature when it comes to China’s policies? How did BYD overtake Tesla as the world’s biggest EV producer? How is Wuxi Biologics navigating US-China tensions? And with all the talk on inflation and recession, are investors turning more cautious?

This show is jointly produced by the team at The Financial Coconut and OCBC Securities. If you enjoyed this episode, hit the like button and let us know, what would you like to see next in the comments section. Subscribe to our channel so you don't miss any updates on our weekly stock market analysis. By following our weekly shows, we hope you become a more astute trader.

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•  Wuxi Biologics: A step closer to being taken off U.S. unverified trade list