James Cheo, HSBC Private Banking

James Cheo, HSBC Private Banking

01 September 2021
Across the ASEAN: The Regional Outlook for the Last 4 Months of 2021
We are officially in the last third of the year, and the outlook for ASEAN markets remain hazy given COVID-19 uncertainties. Meanwhile, Singapore's Straits Times Index trudges below 3100 despite many positive factors from a high vaccination rate to brighter GDP expectations. James Cheo, Southeast Asia CIO for Private Banking and Wealth Management at HSBC, spoke to us on Across the ASEAN to kick off the month of September, to share his outlook for regional markets.

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Listen to his previous podcasts:

30 June 2021
Across the ASEAN: Looking at What's in Store for the 2nd Half for ASEAN Markets
James Cheo, CIO for Southeast Asia at HSBC Private Banking, joined us on Across the ASEAN to look back at the 1st half for ASEAN markets, and to share what they're looking out for in the latter half of 2021.

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17 March 2021
Across the ASEAN: How Rising US Bond Yields are Shaping ASEAN Markets
Markets continue to talk about the rise in US bond yields and concerns about inflation. But what might this mean for broader Southeast Asian markets? James Cheo, Southeast Asia CEO for HSBC Private Banking and Wealth Management, joined us on Across the ASEAN to take stock of the recent bond selloff, and what it might mean for ASEAN bonds and equities. He also talked about why he likes Indonesian hard currency bonds, why he's seeing better days ahead for Singaporean markets, and what he makes of the recent uptick in retail investing across the ASEAN.

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27 January 2021
Across the ASEAN: The Changing Outlook for ASEAN Markets According to HSBC
James Cheo, Chief Market Strategist for Southeast Asia at HSBC Private Bank, joined us on Across the ASEAN to take stock of the first month of the new year for regional markets, and what may be in store for Southeast Asia under the new Biden administration in the US. He shared with us his outlook for regional markets, why they're a bit more positive on Singapore, and why there may be better opportunities in Chinese fixed income versus their ASEAN counterparts this year.

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28 October 2020
Across the ASEAN: Taking Stock of ASEAN Bonds, Credit Risks and Currencies
Though markets may be bracing themselves for the upcoming US elections, James Cheo, Chief Market Strategist for Southeast Asia at HSBC Private Banking, thinks that developments regarding the COVID-19 pandemic will matter more for ASEAN markets in the long run. He joined us on Across the ASEAN to also give us his assessment of opportunities in the ASEAN bond space, potential credit risks facing the region's banks, and which ASEAN currency he's watching closely as we near the end of the year.

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14 October 2020
Across the ASEAN: The Regional Outlook with HSBC Private Bank's James Cheo
Markets across the ASEAN have underperformed others for the most part, finding it difficult to match recovery gains in other regions. James Cheo, Chief Market Strategist for Southeast Asia at HSBC Private Bank, joined us on Across the ASEAN to talk about the major challenges hampering broader ASEAN markets, as well as what he made of Singapore's Advanced 3Q GDP figures.

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29 March 2019
US-China Trade, EM, Yield Inversion
James Cheo, Chief Market Strategist, Southeast Asia, HSBC Private Bank shares what investors should be keeping an eye on this week, including US-China Trade, Emerging Markets, and the yield inversion.

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