Trading Matters by OCBC Securities

In this episode 17 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut) and Ho Chan Keen, Markets Analyst at OCBC Securities continue to focus on China. How are the new developments and regulations in the Chinese housing and banking sectors affecting the Chinese market? How does the Chinese government perspective of the real estate sector impact the broader property outlook? As the third biggest bank in the world in terms of assets, how was Agricultural Bank of China impacted by the Evergrande saga and the subsequent repercussions interlinked with the real estate sector?How significant are the Chinese banks in evaluating the global financial health?

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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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.

Key Themes

In this episode 16 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut) and Ho Chan Keen, Markets Analyst at OCBC Securities continue their dive into China. In a big week for global central banking policy, how have Hong Kong and Chinese stocks performed? How are banks like BOC HK adjusting to this interest rate environment? And how is an insurer like Ping An Insurance impacted by the broader stock markets of Mainland China? Get more exclusive market insights at www.iocbc.com/tradingmatters.

Key Themes

- BOC HK: Higher mortgage rates fuel bank margin gains

- Ping An Insurance: Premium Income in Jan-May exceeds US$54 billion

In this episode 15 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut) and Ho Chan Keen, Markets Analyst at OCBC Securities turn to China and explore new developments from reopening to regulation. What’s the latest for China’s Covid-Zero situation? Have there been any developments in China’s regulatory crackdown? And how have Meituan and Starbucks been dealing with issues ranging from lockdowns and reopening to rising prices and inflation? Get more exclusive market insights at www.iocbc.com/tradingmatters.

Key Themes

•  China reopening, more divergence across China and the US

•  Meituan: Chinese food delivery withstood lockdowns in cities

•  Starbucks: Reopening its Shanghai stores in lockdown rebound

In this episode 14 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 current market climate and focus on the topic of food inflation. What caused the food inflation? Why is food inflation important or significant to investors? And how have food-related stocks fared against the broader market? Get more exclusive market insights at www.iocbc.com/tradingmatters.

Key Themes

In this episode 13 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut) and Ho Chan Keen, Markets Analyst at OCBC Securities take a look at two stock exchanges in Asia: SGX and HKEX. Is global and US inflation over? What are indicators showing on market sentiment and recession risk?  And with volatility picking up in the US, how will it affect SGX and HKEX in Asia? Get more exclusive market insights at www.iocbc.com/tradingmatters.   

In this episode 12 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut) and Ho Chan Keen, Markets Analyst at OCBC Securities take a look at two Singapore companies riding on broader macro themes. How is First Resources dealing with high palm oil prices and Indonesia’s export ban? What about Singtel, the reopening trade and the digital banking boom? And what are the latest fears in the market on the broader macro environment? Get more exclusive market insights at www.iocbc.com/tradingmatters.

In this episode 11 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut) and Ho Chan Keen, Markets Analyst at OCBC Securities explore the theme of inflation and the latest US Fed’s moves to combat it. What caused the current inflation problem? What has the Fed said and done about it? Will the recent double rate hike, the first in 22 years, be enough to stop it? And how are markets positioning themselves for what lies ahead? Get more exclusive market insights at www.iocbc.com/tradingmatters.

In this episode 10 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut) and Ho Chan Keen, Markets Analyst at OCBC Securities revisit the China stock market one month on from the epic rout and rally in March 2022. How has progress on China’s tech crackdown been? What are analysts in the market looking forward to? And with the renewed Shanghai lockdowns and battle against Covid-19, what other headwinds lie ahead for Chinese companies? Get more exclusive market insights at www.iocbc.com/tradingmatters.

In this episode 9 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut) and Ho Chan Keen, Markets Analyst at OCBC Securities take a look at what’s happening in the global bond market. The largest bond rout on record, surpassing the 2008 Financial Crisis. A hawkish US Fed with plans for successive rate hikes at every subsequent meeting in 2021. With yield curves inverting and rising recession risks, what does all of this mean for the stock market? Get more exclusive market insights at www.iocbc.com/tradingmatters.

In this episode 8 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut) and Ho Chan Keen, Markets Analyst at OCBC Securities explore more trading opportunities in Hong Kong. The past week saw record volatility after one of the most brutal selloffs in China’s stock market history, followed by massive double digit rebounds for the Hang Seng TECH Index. Why was there panic selling? What sparked the rebound? And now, what are traders looking for to trade this market? Get more exclusive market insights at www.iocbc.com/tradingmatters.