Charu Chanana, Saxo Singapore

Charu Chanana, Saxo Singapore

Charu Chanana

8 April 2024
Bigger Picture: Converging the bifurcations between stocks & commodities
Q2 has started with a bifurcation between stocks and commodities, as stocks go down while commodities go up.
There is also bifurcations with Tesla and the rest of the market as the stock remains 33% lower year to date while overall markets are higher.
Sean Cheong and Charu Chanana, Saxo Singapore, discuss these bifurcations.
Presented and edited by Sean Cheong

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Listen To Her Previous Podcasts:

25 March 2024
Bigger Picture: Have the markets "gotten ahead of themselves"?
Different central banks around the world made a slew of announcements and data releases last week; and the markets generally reacted well, especially the US, Japan and even China.
With records being broken and some markets at an all-time high, Sean Cheong speaks to Charu Chanana, Market Strategist, Saxo Singapore on whether the market is getting too far ahead of itself.

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4 March 2024
Bigger Picture: Taylor Swift - how big a boost will she be for Singapore's economy?
Charu Chanana, Head of FX Strategy & Market Strategist, SAXO Singapore, discusses Taylor Swift's concert tour and its likely impact on Singapore's economy; expectations for Fed Chair Jerome Powell's testimony and the upcoming US jobs report; and expectations for China's two sessions and whether market momentum will continue.
Presented by Ryan Huang
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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29 January 2024
Bigger Picture: MAS keeps policy unchanged for a 3rd time
Charu Chanana, Head of FX Strategy & Market Strategist, SAXO Singapore discusses why the MAS is staying pat and what to look out for from the FOMC when it is in action later in the week. She also previews some of the big tech earnings on tap this week.

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11 December 2023
Bigger Picture: Is the U.S. economy still poised for a soft landing?
Charu Chanana, Market Strategist, SAXO Markets weighs in on the latest US jobs report and whether it suggests a soft landing is around the corner; expectations for the ECB's monetary policy outlook; the latest inflation numbers coming out of China; and the Fed's upcoming decision on interest rates.
Presented by: Sean Cheong
Podcast edited by: Emaad Akhtar (eakhtar@sph.com.sg)

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27 November 2023
Bigger Picture: Will this week's PCE deflator numbers be an obstacle for stock market bulls?
Charu Chanana, Market Strategist, Saxo Singapore, discusses expectations for US PCE deflator data as well as inflation numbers set to be released in the Eurozone and Australia; whether China's PMI will turn positive after unexpectedly contracting in October; and the key agenda items for the OPEC+ and COP28 meetings.
Presented by Emaad Akhtar
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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18 September 2023
Bigger Picture: Fed likely to keep rates unchanged in September
Charu Chanana, Market Strategist, SAXO Singaporediscusses the week's central bank meetings, with the FOMC widely expected to keep rates unchanged, the Bank of England likely to hike for a 15th straight time, and the Bank of Japan closely watched for any hawkish signals

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4 September 2023
Bigger Picture: More signs of moderating US growth
Charu Chanana, Market Strategist, Saxo Singapore discusses where the US economy after average hourly earnings growth cools and the unemployment rate hits a 1 year high in August. She also looks ahead to the week where China stimulus measures are in focus as Country Garden's debt repayment struggles weigh on sentiment.

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24 July 2023
Bigger Picture: Central banks and tech earnings to steer week's sentiment
Charu Chanana, Market Strategist, Saxo Singapore discusses the likelihood of any surprises from the FOMC, ECB and BOJ as they decide on rate settings, and if tech earnings will surprise on the upside.

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21 June 2023
Bigger Picture: Markets bracing for Powell's testimony in Congress
Charu Chanana, Market Strategist, Saxo Singapore discusses what Fed Chair Jerome Powell will likely say in his semi-annual testimony in congress, and how markets are likely to react.

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15 May 2023
Bigger Picture: Cross Currents in the Markets - US Retail Sales Data, Jobless Claims and the Debt Ceiling
Friday saw yet another day in the red with the S&P 500 and the Dow finishing the week lower for the second straight week.
But as the new week starts, Sean Cheong looks ahead at what investors need need to look out for and the impact of food inflation with Charu Chanana, Market Strategist, Saxo Singapore.

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10 April 2023
Bigger Picture: Will MAS tighten policy for a 6th straight meeting?
Charu Chanana, Market Strategist, Saxo Markets Singapore, preview the week's key market agenda items including the monetary policy decision by MAS as well as the Q1 GDP advance estimates.

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27 March 2023
Bigger Picture: Is Deutsche Bank the latest victim of irrational market in the current banking crisis?
The banking crisis is casting a shadow over markets – Silicon Valley Bank, and Signature Bank crisis, First Republic Bank and the latest to join the list - Deutsche Bank.
Shares of the German bank plunged the most in three years on Friday, suggesting that a week of soothing words from central bankers and politicians have failed to calm broad worries about the financial sector.
What can we make of what's happening in the banking sector?
Plus what to look ahead this week, Willie Keng finds out from Charu Chanana, Market Strategist, Saxo Capital Singapore.

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13 March 2023
Bigger Picture: Asian markets brace for SVB fallout
Charu Chanana, Market Strategist, Saxo Capital Singapore, discusses the level of contagion from Silicon Valley Bank's collapse as well as a what to expect from US CPI, ECB's expected rate hike and China data dump this week.

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6 February 2023
Bigger Picture: Robust US jobs data, RBA rate decision, Adani earnings
Charu Chanana, Market Strategist, Saxo Capital Markets, Singapore discusses what will steer markets this week including investors reading into the latest robust jobs data lending more support for the Fed to hike rates higher for longer, as well as the Australian central bank's likely move to hike rates by 25 bps, and possibly give guidance on whether it is ready to pause.

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16 January 2023
Bigger Picture: Japan rate decision, Netflix earnings, Commodities to watch
Charu Chanana, Market Strategist, Saxo Capital Markets, Singapore discusses what surprises we might be able to expect from the Bank of Japan in its rate decision this week, what commodities are making big moves around China's reopening story, as well as a preview of earnings for Netflix and P&G.

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12 December 2022
Bigger Picture: Fed's last meeting of 2022 to drive markets this week
Charu Chanana, Market Strategist, Saxo Capital Markets, Singapore shares her forecast for the FOMC to dial back rate hikes to 50 basis points - though inflationary pressures persist that could mean some upside risks. She also outlines some of her outrageous predictions for next year.

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7 November 2022
Bigger Picture: US and China inflation figures to steer sentiment this week
Charu Chanana, Market Strategist, Saxo Capital Markets, Singapore previews the slew of data out this week including the US consumer price index, as well as what to look out for from earnings by Disney, Adidas and EV makers.

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3 October 2022
Bigger Picture: Economic data to look out for
Charu Chanana, Market Strategist, Saxo Capital Markets, Singapore discusses economic data we should be looking out for and corporate earnings season, companies or sectors to watch out for.

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19 September 2022
Bigger Picture: Blockbuster week of central backs in action
Charu Chanana, Market Strategist, Saxo Capital Markets, Singapore discusses what's in store in the FOMC, Bank of England and Bank of Japan's policy meetings, as well as the significance of COVID-19 restrictions being lifted in Chengdu.

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5 September 2022
Bigger Picture: EU calls for emergency meeting amid energy crisis and soaring gas prices
Charu Chanana, Market Strategist, Saxo Capital Markets, Singapore discusses the market sentiments around Europe with the upcoming ECB meeting, the European Union(EU)'s emergency meeting to address the energy crisis brought on by Russia's invasion of Ukraine as well as the soon to be announced, new British Prime Minister.

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17 August 2022
Money in the Market: Market downturns and increasing uncertainty - should we panic?
With political and economic uncertainty, markets have been volatile in recent months- with the stock market flashing red day after day in some days. But why have Singapore stocks bucked the regional downward trend and are still up year-to-date? And how can Singaporean investors protect their portfolio and manage risk during times of uncertainty? On Money in the Market, Charu Chanana, Market Strategist at Saxo Markets, answers these questions and provides more insights into how the STI is performing amidst inflation and interest rate hikes.

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21 July 2022
The Breakfast Brief: Tesla profits jump despite production disruptions
On today's The Breakfast Brief, we discuss the latest earnings headlines from a few companies like Tesla and the possibility of the first rate hike in more than a decade at ECB's policy meeting with Charu Chanana, Markets Strategist, Saxo Markets Singapore.

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04 July 2022
Bigger Picture: Markets increasingly focused on recession risks
Charu Chanana, Markets Strategist, Saxo Markets Singapore discusses how the narrative for markets will be fixated on recession risks until the next earnings season mid-July, and discusses what investors need to keep an eye on for the rest of the week.

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