Carmen Lee, Bank of Singapore & OCBC Bank

Carmen Lee, Bank of Singapore & OCBC Bank

16Sep_Carmen_5.45PM

16 September 2022
Market View: Fed's rate hike expectation after red-hot CPI data, China keeping rates unchanged, Impact of rate decisions on Singapore's economy and stock market
Global equity markets have been rather volatile mid-week after stronger-than-expected US inflation data triggered fears of more aggressive rate hikes by the US Federal Reserve. But where exactly would the Fed go? While the US is expected to be tackling inflation head on, China is holding its key rate or the one-year medium-term lending facility unchanged at 2.75% - what does this mean for its economy? But how will all of that weigh on the economy and stock market in Singapore? On Market View, Prime Time's Finance Presenter Chua Tian Tian spoke with Carmen Lee, Head of OCBC Investment Research to find out.

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Listen to her previous podcasts:

1 August 2022
Bigger Picture: Impact of rising rates, slowdown on earnings
Carmen Lee, Head of OCBC Investment Research, discusses what worries about an economic slowdown will mean for corporate earnings, and how rising interest rates will impact various sectors.

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5 January 2022
Bigger Picture: Singapore stock returns projected to moderate to single digit
Carmen Lee, Head of OCBC Investment Research shares her outlook for Singapore markets and how investors should reposition themselves around emerging themes.

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26 August 2021
A Review of Singapore's Recent Earnings Season
Carmen Lee, Managing Director of Equity Research at OCBC, joined us once more on Prime Time to help recap Singapore's recent earnings season, and discuss which sectors impressed. She also touched on signs of rising price pressures weighing on profits, the outlook for Singapore's aviation sector, and which sectors might be more vulnerable to rising rate pressures.

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26 August 2021
A Review of Singapore's Recent Earnings Season
Carmen Lee, Managing Director of Equity Research at OCBC, joined us once more on Prime Time to help recap Singapore's recent earnings season, and discuss which sectors impressed. She also touched on signs of rising price pressures weighing on profits, the outlook for Singapore's aviation sector, and which sectors might be more vulnerable to rising rate pressures.

Download the podcast.

10 June 2021
Market View: Taking Stock of Singapore Equities Heading into the 2nd Half
Solid gains booked by Singapore equities since the start of the year hit a bit of a snag with the Phase 2 HA measures being implemented last May. But Carmen Lee, OCBC's Head of Equities Research, thinks that this may be a temporary setback. She joined us on Prime Time to share their outlook for local stocks, assessed potential headwinds from COVID risks and skilled labour shortages, as well as their outlook on the country's REITs.

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20 April 2021
Wealth Insights with the OCBC Wealth Panel - Singapore Residential Property - Physical assets or stocks? (Episode 5)
Investing in property is not just about buying the property itself. Hear what Carmen Lee, Head of OCBC Investment Research, has to say.
Click here to read more relevant articles from the OCBC Wealth Panel.

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Click here to listen to more episodes from Wealth Insights with the OBCC Wealth Panel

30 March 2021
Wealth Insights with the OCBC Wealth Panel -  What can we expect from Singapore’s stock market this year (Episode 2)
Hear what Carmen Lee, Head of OCBC Investment Research, thinks of undervalued stocks and if they could be coming back into focus.
Click here to read more relevant articles from the OCBC Wealth Panel.

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Click here to listen to more episodes from Wealth Insights with the OBCC Wealth Panel

23 March 2021
Market View: Taking Stock of Singapore's Recent Earnings Season and Capitaland's Restructuring
Carmen Lee, Head of Investment Research at OCBC, joined us on Prime Time to discuss her impressions of Singapore's recent earnings season, but she also shared her thoughts on Capitaland's major restructuring plans, and what it might mean for shareholders.

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16 July 2020
OCBC Bank's Outlook for Singapore Equities
The second quarter rebound for global equities showed signs of stalling, with questions over the valuations of some tech stocks in the US. But in the case of Singapore, The Straits Times Index may not see more losses and trade range-bound with slight gains. OCBC's Head of Investment Research Carmen Lee joined us to discuss their outlook on valuations and whether a rotation from growth to value stocks might occur in the coming months.

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1Q Earnings Wrap with OCBC's Carmen Lee
How did Singaporean companies fare in the first quarter earnings-wise? OCBC's Head of Equity Research Carmen Lee thinks that there weren't too many surprises, but is keeping tabs of how the trade war might impact earnings down the road. She also spoke to us about whether there are bargains to be found amidst the prolonged pullback in equities.

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