Listen to his previous podcasts:

21 April 2023
Bigger Picture: US aims for more tech investment curbs on China
Eddy Loh, Chief Investment Officer, Maybank Singapore's Group Wealth Management, discusses how Washington's aim to step up restrictions on grounds of national security, plus the EU's Chips Act will impact markets.

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22 March 2023
Market View: Janet Yellen reiterates support for lenders; NIO’s CFO confident of doubling sales to 250,000 EVs this year; Merger of Credit Suisse and UBS on concentration; Possibility of more landmines for banks to come; US Fed’s rate decision and chances of a rate pauseMAR MARKET VIEW EDDY LOH MAYBANK PODCAST
Singapore shares opened on a healthy footing, following overnight gains in the US and Europe.
The Straits Times Index rose 0.6 per cent in early trade to 3,194.3 points, after 77.9 million securities changed hands.
In terms of companies to watch for today, we have automaker NIO, after the company’s CFO said it’s “very confident” of meeting its target of doubling sales to 250,000 electric vehicles this year.
Elsewhere, investors cheered comments from US Treasury Secretary Janet Yellen reiterating support for lenders after the collapse of two regional banks earlier this month, and set their sights on the latest Federal Reserve policy decision due on Wednesday. But how likely is a rate pause?
On Market View, the Drive Time team sat down with Eddy Loh, Chief Investment Officer, Maybank Group Wealth Management for more.

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23 February 2023
Market View: Clues from latest FOMC minutes, REIT earnings, Singapore’s NODX down 25% from high year-ago base, Outlook for export oriented sector, Baidu-backed WM Motor Holdings cutting costs to survive and impact on China’s booming EV market
Singapore stocks started the day on a softer note, after markets in the US and Europe fell overnight. Local banks and index counters also started the morning mixed.
The Straits Times Index headed down 0.1 per cent in early trade to 3,296.24 points after 91 million securities changed hands.
In terms of companies to watch for today, we have UOB, which reported a 24 per cent climb in profits in the second half of the year ended December. But what is the outlook for the banking sector after the latest Fed minutes indicated that rates will likely be higher for longer?
We’re also tracking the property sector today, after CapitaLand Investment reported a 33.8 per cent on-year drop in net profit to S$428 million for the six months ended December. But what’s next for the property sector?
On Market View, the Drive Time team spoke with Eddy Loh, Chief Investment Officer, Maybank Group Wealth Management for more.

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23 February 2023
Market View: Clues from latest FOMC minutes, REIT earnings, Singapore’s NODX down 25% from high year-ago base, Outlook for export oriented sector, Baidu-backed WM Motor Holdings cutting costs to survive and impact on China’s booming EV market
Singapore stocks started the day on a softer note, after markets in the US and Europe fell overnight. Local banks and index counters also started the morning mixed.
The Straits Times Index headed down 0.1 per cent in early trade to 3,296.24 points after 91 million securities changed hands.
In terms of companies to watch for today, we have UOB, which reported a 24 per cent climb in profits in the second half of the year ended December. But what is the outlook for the banking sector after the latest Fed minutes indicated that rates will likely be higher for longer?
We’re also tracking the property sector today, after CapitaLand Investment reported a 33.8 per cent on-year drop in net profit to S$428 million for the six months ended December. But what’s next for the property sector?
On Market View, the Drive Time team spoke with Eddy Loh, Chief Investment Officer, Maybank Group Wealth Management for more.

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17 January 2023
Bigger Picture: What's not yet priced into earnings season
Eddy Loh, Chief Investment Officer, Maybank Group Wealth Management discusses how the earnings season will fare amid more warnings of a recession this year, and how to approach investing in China as it reopens.

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14 December 2022
Bigger Picture: Cooler than expected US inflation gives Fed breathing room
Eddy Loh, Chief Investment Officer, Maybank Group Wealth Management talks about the how much the latest moderation of US inflation data will allow the Federal Reserve to dial back on its rate hike campaign, as well as why he's underweight equities in the US, alongside Europe and India.

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28 September 2022
Bigger Picture: Markets continue to sink into a bear market
Eddy Loh, Chief Investment Officer, Maybank Group Wealth Management discusses his views on the movement of a few currencies and what to expect from the upcoming China PMI numbers.

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26 August 2022
Bigger Picture: Hawkish drumbeat ahead of Jackson Hole speech
Eddy Loh, Chief Investment Officer Maybank Group Wealth Management, discusses what's driving Fed officials to lean towards higher rates, and whether China's latest round of stimulus measures will be enough to revive its economy.

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26 July 2022
Bigger Picture: Walmart cuts outlook as consumer spending patterns shift
Eddy Loh, Chief Investment Officer, Maybank Group Wealth Management, discusses the main takeaways of the earnings season so far with Walmart the latest to flag more pressure on margins, as well as how investors should read Singapore's latest inflation reading at 14 year highs in June.

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22 June 2022
Bigger Picture: Downside risks for markets in 2H2022
Eddy Loh, Chief Investment Officer, Maybank Group Wealth Management, discusses how investors can reduce their risk exposure and why he is underweight on equities as an asset class.

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22 March 2022
Bigger Picture: Powell signals potentially bigger rate hikes
Eddy Loh, Senior Investment Strategist, Maybank Group Wealth Management discusses why Fed Chair Jerome Powell is already sounding more hawkish less than a week after the FOMC kicked off the rate hike cycle, and what it means for investors.

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