Kelvin Wong, OANDA

Kelvin Wong, OANDA

Kelvin Wong

14 February 2024
Bigger Picture: Nikkei 225 breaks above 38,000, what's next?
Kelvin Wong, Senior Market Analyst at OANDA, discusses what's driving Japanese stocks higher, and how crucial a weak yen will be to sustain the momentum.
Presenter: Sean Cheong

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Listen To His Previous Podcasts:

6 February 2024
Market View: China pledges to stabilise markets after rout; Freefall in Alibaba’s shares; McDonald’s said to open 1,000 more outlets in China; DPU of CapitaLand Integrated Commercial Trust, Paragon Reit; UBS Q4 earnings beat expectations amid acquisition of Credit Suisse; US, Europe banking sector outlook
Singapore stocks began trading in negative territory this morning, following overnight losses in global equity markets.
In early trade, the Straits Times Index (STI) declined 0.2 per cent to 3,128.97 points after 112 million securities changed hands in the broader market.
CapitaLand Integrated Commercial Trust is in focus today after it posted a distribution per unit (DPU) of S$0.0545 (5.45 Singapore cents) for the second half ended December 2023, up 1.7 per cent from the previous corresponding period.
Meanwhile from McDonald’s deepening its presence in China to more on e-commerce giant Alibaba, more international and corporate headlines are in store.
On Market View, The Evening Runway’s finance presenter Chua Tian Tian unpacked the developments with Kelvin Wong, Senior Market Analyst, OANDA.

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2 January 2024
Bigger Picture: Key drivers for US stock market performance in 2024
Kelvin Wong, Senior Analyst, OANDA, recaps the performance of the US stock market (equities, bonds, rates) for 2023; discusses key drivers of stock market performance in the new year; the chances of a potential recession; key events to watch out for this week; and what could drive a recovery in Chinese markets in 2024.
Presented by Willie Keng
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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13 December 2023
Bigger Picture: Hong Kong's market hits new lows; how can investors navigate this?
Kelvin Wong, Senior Market Analyst, Oanda, weighs in on the state of the global economy in light of recent data and earnings reports; whether the market's alleged "greed" will continue to push stocks higher; Hong Kong's markets hitting new lows and how investors should position themselves against this backdrop.
Presented by: Sean Cheong
Podcast edited by: Emaad Akhtar (eakhtar@sph.com.sg)

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6 November 2023
Bigger Picture: Have DBS' rising net interest margins peaked?
Kelvin Wong, Senior Market Analyst, OANDA, dissects DBS' third quarter earnings results. He weighs in on whether the numbers outperformed expectations; whether rising net interest margins have peaked; how higher interest rates will impact the outlook for loans; the momentum in the wealth management and cards segment; and how investors should approach the digital disruptions that DBS has been facing.
Presented by Ryan Huang
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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25 September 2023
Bigger Picture: What the sweet spots for investing in bonds?
Kelvin Wong, Senior Market Analyst, OANDA weighs in on bonds with the 10-year Treasury yields its highest level since 2007, the sweet spot for investing in bonds and whether it is a good idea to diversify your bond portfolio across different durations to manage risks.
Presented by Willie Keng
Podcast edited by Anthea Ng (nganthea@sph.com.sg)

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21 August 2023
Bigger Picture: Why investors are watching Jackson Hole Symposium
Kelvin Wong, Senior Market Analyst, OANDA discusses what to look out for when Fed Chair Jerome Powell makes his speech to wrap up the Jackson Hole Symposium on Friday, as well as how much rate cuts by Chinese policy makers will help the economy.

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4 August 2023
Bigger Picture: OCBC Q2 profit rises 34%; dividend of 40 cents declared
Kelvin Wong, Senior Market Analyst, OANDA discusses if net interest margins can continue to fuel growth for banks in the coming quarters, and how much we should be concerned about a loans growth slowdown.

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4 July 2023
Market View: Singapore’s PMI figures; Sats and SingPost explores strategic partnership on e-commerce transhipment hub in Singapore; China to control exports of metals used in semiconductor industry; Hong Kong’s aviation sector to recover sooner than expected; Meta Platforms to launch Threads
Singapore stocks opened little changed today, following overnight losses in Europe and a muted performance on Wall Street.
In early trade, the Straits Times Index (STI) edged down 0.01 per cent to 3,206.69 points after 42.4 million securities changed hands across the broader market.
In terms of companies to watch for today, we have Sats and SingPost, after news that both parties are exploring a strategic partnership in the potential establishment of an e-commerce transhipment hub in Singapore.
Elsewhere, from Singapore’s latest factory activity numbers to Hong Kong’s aviation recovery and China restricting chipmaking exports – more international news continue to make the headlines. Not to mention – Meta to launch Twitter-like app Threads.
On Market View, the Drive Time team unpacked these developments with Kelvin Wong, Senior Market Analyst, OANDA.

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26 June 2023
Bigger Picture: Wagner Group vs Russia - how markets are reacting
Kelvin Wong, Senior Market Analyst, OANDA explains how markets are reading into the internal strife in Russia, and the key events this week to watch out for including US inflation and jobs data.

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29 May 2023
Bigger Picture: Markets set to bounce on US debt ceiling deal
Kelvin Wong, Senior Market Analyst, OANDA discusses the market implications as US President Joe Biden reaches an agreement in principle with House Speaker Kevin McCarthy to suspend the debt ceiling till 2025.

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15 May 2023
Market View: Thai elections impact on currency and equity, SNP 500, Newcrest Mining, China equities, Alternative investments, STI, Tech stocks
Are International investors concerned at all about how elections in Thailand and Turkey play out? Is it time to think of alternative investments - what are your choices? Will China’s recovery continue to boost US and other Asian companies? How will the US debt crisis impact equity prices? Michelle Martin and Kelvin Wong dive into the issues that matter.

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4 May 2023
US Markets Wrap: May the Fed be with you, says OANDA's Kelvin Wong
Stocks fell after the Federal Reserve raised rates by 25 basis points, as widely expected. Rates were raised by another quarter-point to a target range of 5% to 5.25%, the highest level since 2007.
Kelvin Wong, Senior Market Analyst at OANDA shares his take on the notable movers overnight, the risk of a recession and whether he thinks the banking sector is healthy at this point.

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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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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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