18 August 2022
Breakfast Brief: 'OPEC not to blame for soaring inflation'
In today's Breakfast Brief, we discuss with Kelvin Wong, Analyst, CMC Markets on his view on the latest FOMC minutes, UK inflation hitting a new 40-year high and new OPEC Secretary-General Haitham Al Ghais latest inflation comment.

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Listen to his previous podcasts:

4 August 2022
Market View: DBS earns big, Market impact of Pelosi's trip, REITS, Gold
Another bank earnings report is on Michelle's radar today as DBS reports a 7 per cent rise in net profit for the second quarter. Michelle Martin invites Kelvin Wong, Analyst, CMC Markets to share more on his views on the prospects for DBS and other Singaporean banks. They also discuss the global market impact from Nancy Pelosi's trip to Taiwan, give an overview of the performance of REITS and discuss the outlook on Gold as inflation mounts.

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3 August 2022
Bigger Picture: OCBC Earnings
Bigger Picture: OCBC Q2 profit jumps 28 percent on rising rates
Kelvin Wong, Analyst, CMC Markets discusses the bright spots and weaknesses for OCBC in its latest earnings, and whether rising rates could potentially slow down loans growth.

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23 June 2022
Bigger Picture: China EV plays looking fundamentally attractive
Kelvin Wong, Analyst, CMC Markets, discusses how the support from Chinese policymakers will help prop up the sector, which will also get a lift potentially from a rebound in broader Chinese markets.

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2 June 2022
Stocks To Watch: Bunge and Archer Daniels Midland
DBS Group, OCBC and United Overseas Bank recorded monthly losses for May. Global food and supply shortages make US agriculture commodities trading stocks such as Bunge and Archer Daniels Midland (ADM) attractive. We speak to Kelvin Wong, Analyst, CMC Markets more about this.

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29 April 2022
Bigger Picture: Singapore banks Q1 net profit fall 10%
Kelvin Wong, Analysts, CMC Markets discusses if the drags from high base effects and market volatility will persist, as well as whether bright spots like loans growth and rising NIMs can drive share prices.

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24 March 2022
Stocks to Watch: NIO & Wilmar
Joining us on our Stocks to Watch segment this week is Kelvin Wong, Market Analyst, CMC Markets, who gave an analysis of the sustainability of China's leading EV maker, NIO, current market rally, and the outlook of Wilmar on the backdrop of higher commodities prices.

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14 February 2022
Bigger Picture: DBS Q4 earnings results
Kelvin Wong, Analyst, CMC Markets joins us on the Bigger Picture to discuss the highlights of DBS Bank’s fourth quarter earnings report, its alignment with analysts expectations and potential headwinds for the year ahead.

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13 December 2021
Bigger Picture: Blockbuster week of central bank meetings
Kelvin Wong, Analyst, CMC Markets gives his preview of the FOMC, Bank of England, and Bank of Japan meetings.

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11 October 2021
The Bigger Picture: Winners and losers from rising bond yields, expanded VTL arrangements
Kelvin Wong, Analyst, CMC Markets discusses how rising bond yields will set up the outlook for the third quarter earnings season, as well as how much of a lift Singapore's expanded Vaccinated Travel Lane arrangements will be for local stocks.

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29 September 2021
Bigger Picture: Risk of failing to raise US debt ceiling
Kelvin Wong, Analyst, CMC Markets discusses what is the impact and potential risk of a failure to raise the US debt ceiling for markets.

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14 September 2021
Bigger Picture: China says it has too many EV companies
Kelvin Wong, Analyst, CMC Markets, talks about how the scrutiny on the electric vehicle industry will pan out for the leading companies, and if the Chinese market is still too risky to invest in.

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19 August 2021
Companies to Watch: Nvidia Earnings Report
Tech giant Nvidia has just released its second-quarter earnings results, beating Wall Street estimates because of strong graphics card sales. But the company’s cryptocurrency chip product, CMP, had lower sales, at $266 million, than the $400 million the company predicted in May. Kelvin Wong, Market Analyst, CMC Markets gives an analysis of the hits and misses of Nvidia's earnings report and their plans to tackle graphics cards supply disruptions and keep their earnings positive.

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7 May 2021
Bigger Picture: OCBC Q1 profit more than doubles to record S$1.5b
OCBC Bank's net profit for the first three months of 2021 stood at S$1.5 billion, compared with S$698 million in the same period last year. The earnings beat the S$1.08 billion estimates by Refinitiv. Kelvin Wong, Analyst, CMC Markets gives his analysis of the numbers.

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23 September 2020
Bigger Picture: Investors buy technology shares on the dip
Kelvin Wong, Market Analyst, CMC Markets discusses what's driving technology shares, the negative feedback loop weighing on financial stocks, and whether Tesla is overvalued at over 1,000 times P/E ratio, or there is more upside on the back of its Battery Day event.

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