Arun Pai, Flow

Arun Pai, Flow

4 June 2020
Money and Me: Singapore's SSF's, SGX, Neteast and Zoom's Boom
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss pro-democracy protests in Hong Kong marking the anniversary of Tiananmen Square despite restrictions by China and the impact of this on the market, NetEase planning a secondary listing on the Hong Kong Exchange and Zoom's earning results and will it continue.

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Listen to his previous podcasts:

28 May 2020
Money and Me: Singtel's fourth quarter profits, SGX and the MSCI equity index, silver and Singapore investment plays
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss the breakdown of Singtel's fourth quarter , Mike Pompei's statement that Hong Kong is "no longer autonomous", the SGX's relationship with the MSCI equity index futures and options contracts and the 33 billion SGD Fortitude Budget.

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21 May 2020
Money and Me: Bytedance valuation, investors figuring out PPS with gov intervention in financial markets and stocks to watch.
With Moderna rallying on hopes that a vaccine is successful, market conditions remain volatile. Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to make sense of news that matters to investors.

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14 May 2020
Money and Me: Negative interest rates? Capitaland Retail China Trust and office space
US Federal Reserve chair Jerome Powell is warning that the current economic downturn could turn into a deep and prolonged recession. Can we expect equities to slip and bonds to rise in this context? Trump wants negative interest rates, the Fed doesn’t -what do negative rates mean for traders? KGI is bullish on Capitaland Retail China trust, is China’s retail sector recovering? Yesterday we talked about the semiconductor industry, today an investor shares his survey of opportunities and risks there.

Michelle Martin puts these questions and more to Arun Pai, Chief Strategy Officer at Flow.

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8 May 2020
Money and Me: China US trade tensions, Disney Earnings, Airline stocks and Great Eastern Holdings
As markets grapple with the shocks of COVID-19, US-China trade tensions and dismal earnings results, investors have a lot to sieve through. Michelle Martin speaks with Arun Pai, Chief Strategy Officer at AsiaCollect to review these market movements and updates.

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30 April 2020
Money and Me: DBS Earnings, USO WTI contracts, earnings season and the tech war
We digest key earnings results and ask if tech investors can diversify risk. Also where is oil possibly heading? Michelle Martin is joined by Arun Pai, Chief Strategy Officer at AsiaCollect to sieve all this news and make sense of it for the investor.

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23 April 2020
Money and Me: The volatile oil market, MAGA tech stocks, SGX's performance, Healthcare stocks
With the historic crash in oil futures on Monday evening that has sustained itself through the week, the virus ravaging energy markets, volatility is a word that best describes this week. The MAGA Tech Giants have shed more than 1 trillion US Dollars in market value since February, showcasing that even the biggest companies are suffering from the pandemic. SGX stocks has come up as the top performance on the SGX. How are healthcare stocks faring this week? We discuss all this and more with Arun Pai, Chief Strategy Officer at AsiaCollect today.

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16 April 2020
Money and Me: Increased demand for oil storage? Singapore Banking Stocks, S-Reits and profits in market turmoil
Is a decline in oil likely to boost demand for storage and transport? Are any of the banks in Singapore in better shape than the others? Singapore REITS  -  what is their outlook for the year? And which investors have been profiting and which hit hardest by the market turmoil? Michelle Martin puts these questions to Arun Pai, Chief Strategy Officer at AsiaCollect.

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9 April 2020
Money and Me: Companies and fundraising during COVID-19, Softbank vs Wework, what's to come? China's recovery.
We make sense of what investors are talking about in layman terms! Funding may be drying up for many but not for some companies like Airbnb and Slack; why is that? What do investors now think of the start-up space? What does it take to raise money in a pandemic? Michelle Martin and Arun Pai,  Chief Strategy Officer at AsiaCollect also discuss holding value in the US dollar and China getting back on its feet economically.

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2 April 2020
Money and Me: AMAZON, MICROSOFT and local BANK SHARES ; how are they holding up?
More people are ordering online and video-confering from home so which companies' share prices are holding up? How are local bank counters doing in the context of calls to defer payments for businesses and homeowners? Arun Pai, Chief Strategy Officer at Asia Collect shares his thoughts

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26 March 2020
What to make of Bank Shares, SIA's trading halt and the Olympics being postponed
What does a veteren investor see when he looks out over the market today? Shares of local banks are trading below their book values right now, does this mean they are good buys?  SIA requested a halt in the trading of its shares this morning. What are some doing to keep their airlines afloat?

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19 March 2020
Money and Me: Market commentary with Arun Pai
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at AsiaCollect to discuss the impact of these world events on the local economy, the continining strains on the current financial situation and market sentiment.

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12 March 2020
Money and Me: Is Cash King Now?
Should you keep a portion of your assets in cash? What does the rational investor need to understand about Trump's travel ban, the fluctuations in oil prices, the STI dropping through the support level of 28-hundred? Michelle Martin breaks down the major market moves with Arun Pai, Chief Strategy Officer at AsiaCollect.

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5 March 2020
Money and Me: Effect of interest rate cut on US economy
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at AsiaCollect about how the Federal Reserve’s cut on interest rate would provide a meaningful boost to the US economy and who will benefit the most from it.

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27 February 2020
Money and Me: Weekly developments with Arun Pai
Stocks fell sharply this week as the number of coronavirus cases outside China surged, stoking fears of a prolonged global economic slowdown from the virus spreading. To add on, gold prices also fell more than 2% on Tuesday in Asia and is set to record their first decline in five days. Michelle Martin speaks to Arun Pai, Chief Kristals Officer at Kristal.AI to find out more.

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20 February 2020
Money and Me: Weekly developments with Arun Pai
Arun Pai, Chief Kristals Officer at Kristal.AI weighs in on some of the key highlights of Budget 2020, such as the delay in the GST hike to 9% and the support the government will provide for the five sectors most affected by Covid-19.

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13 February 2020
Money and Me: Weekly developments with Arun Pai
The COVID 19 Coronavirus Disease 2019 outbreak has now killed more than 1,350 people and infected over 45,000 people worldwide. Arun Pai, Chief Kristals Officer at Kristal.AI shares the impact the virus has on businesses and oil forecasts. He also weighs in on SoftBank results and the earnings reports for major US tech companies such as Apple, Facebook, Microsoft and Alphabet (Google).

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30 January 2020
Money and Me: Weekly developments with Arun Pai
The total number of confirmed deaths from the Wuhan coronavirus in China has now risen to 170. According to the China’s National Health Commission, the number of confirmed cases have increased to more than 7,700, with over an additional 12,000 suspected cases. Arun Pai, Chief Kristals Officer at Kristal.AI discusses the impacts of the Wuhan virus, Apple's latest earnings, UK’s decision to allow Chinese telecom giant Huawei to help create Britain’s 5G network, and how the grounding of Boeing’s 737 Max jets have hurt its earnings.

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23 January 2020
Money and Me: Weekly developments with Arun Pai
Arun Pai, Chief Kristals Officer at Kristal.AI lends his thoughts on major news that has markets talking today. Travel to and from Wuhan, the epicentre of the coronavirus has halted with a quarantine beginning today. A day before millions travel to celebrate the Lunar New Year, we look at the outbreak's potential market impact on China and particularly, Hong Kong. Back home, we ask what CapitaLand Integrated Commercial Trust - the third largest real estate investment trust in Asia and the biggest in Singapore - says about the REIT segment. And will the Tesla bull party continue and what are the highlights from the World Economic Forum in Davos so far?

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16 January 2020
Money and Me: Weekly developments with Arun Pai.
What are the key things to understand about the Phase 1 US-China trade deal? What's the prize for the digital banking race? And is 2020 the year or Bitcoin? Arun Pai, Chief Kristals Officer at Kristal.AI weighs in.

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19 December 2019
Money and Me: Investment Outlook 2020
What caused the biggest financial headwinds in 2019 and what can we expect in terms of investment outlook for 2020? From signals of inflation, to the clash of superpowers, here is a seasoned investors outlook for 2020 set within the context of the most important business stories of 2019. Arun Pai, Chief Crystals Officer at Krystal.AI weighs in.

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