Hou Wey Fook, DBS Bank

Hou Wey Fook, DBS Bank

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7 July 2022
Bigger Picture: Bullish on China with view on 3 C's
Hou Wey Fook, CIO, DBS discusses why he feels investors should raise their exposure to China now, in view of the 3 C's: Cheap, Clarity, Catalysts, as well as why he has shifted his recommendation on Japan from neutral to overweight despite the weakening yen.

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Listen to his previous podcasts:

8 April 2022
Bigger Picture: Increasing exposure to Chinese stocks
Hou Wey Fook, Chief Investment Officer, DBS Bank explains why he's upgrading his view on Chinese stocks, as well as whether investors should liquidate their portfolio now as markets come under pressure amid the negative headlines around Ukraine, rising rates and inflation concerns.

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11 January 2022
Bigger Picture: Eyeing healthcare and metaverse in Q1
Hou Wey Fook, CIO, DBS Bank discusses why he's raising his exposure to the healthcare and metaverse sectors, and shares his earnings outlook for the first quarter.

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1 October 2021
Bigger Picture: I.D.E.A stock selection framework
Hou Wey Fook, CIO, DBS Bank discusses how investors can use the I.D.E.A. stock selection framework to pick potential winners in a digitalising world and his Q4 market outlook.

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6 July 2021
Bigger Picture: OPEC+ talks fail, pushing oil prices to 3-year highs
Hou Wey Fook, CIO, DBS Bank, discusses his view on investing in the energy sector, as well as Chinese technology stocks which are under pressure amid a regulatory crackdown on Didi Chuxing.

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31 March 2021
Bigger Picture: Increasing market returns with covered calls
Hou Wey Fook, CIO, DBS Bank shares how Q2's theme is 'Back on track' transitioning from Q1's 'A new hope', as well as explaining how a buy-write strategy works.

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15 October 2020
Bigger Picture: Institutional investors missed out on this year's rally, is it too late?
Hou Wey Fook, Chief Investment Officer, DBS Bank talks about how the recent rally saw smart money staying away more than retail investors, making it one of the most "unloved" rallies by institutional investors.

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3 July 2020
Bigger Picture: Post-Pandemic Winners
Hou Wey Fook, CIO, DBS Bank gives his outlook for Q3 trends, and which are the likely winners to emerge, as well as his view on whether a bubble is forming amidst the rally in technology stocks.

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15 October 2019
The Bigger Picture: Where should investors look for yield?
In recent months, we have been seeing central banks around the world jumping on the easing bandwagon. The latest has been the Monetary Authority of Singapore yesterday - easing its policy for the first time in 3 years. Hou Wey Fook, Chief Investment Officer, DBS Bank, tells us where investors should head to in order to generate a positive return.

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