Suresh Tantia, Credit Suisse

Suresh Tantia, Credit Suisse

24 June 2020
Bigger Picture: COVID-19 driving split for new vs old economy stocks
Suresh Tantia, Senior Investment Strategist, Credit Suisse explains why there is still upside for sectors such as IT, healthcare and energy, as well as what high frequency data - coal consumption and car sales - is telling him about the economic recovery.

Download the podcast

Listen to his previous podcasts:

9 January 2020
Bigger Picture: Markets rebound on US-Iran tensions de-escalating
Suresh Tantia, Senior Investment Strategist, Credit Suisse gives his base case scenario on how the US-Iran conflict will affect investors, Iran's role in the oil supply chain, and if war can provide a boost to stock markets.

Download the podcast

11 December 2019
The Bigger Picture: Supertrends for investors to watch in 2020
Suresh Tantia, Senior Investment Strategist, Credit Suisse gives his take on whether Dec 15 US tariffs on China will be avoided, and a couple of supertrends that investors can ride on in 2020 such as 5G.

Download the podcast.

8 Nov 2019
Bigger Picture: US & China agree to roll back tariffs
Suresh Tantia, senior investment strategist, Credit Suisse talks about how much more support US-China trade progress will lift markets, as well as why he thinks Indian markets are a great opportunity despite a slowing economy and falling currency.

Download the podcast.

26 June 2019
The Bigger Picture: Fed mixed signals, Trump-Xi Meeting and Gold
Suresh Tantia, Senior Investment Strategist, Credit Suisse discusses more about the Fed being not as dovish as expected, what to expect from the Trump-Xi meeting at the G20 Summit and Gold prices.

Download the podcast.

17 May 2019
The Bigger Picture: 17 May 2019
Suresh Tantia, Senior Investment Strategist, Credit Suisse shares how he's positioned amid the flare up in US-China trade tensions, Chinese stocks, aviation sector following Singapore Airline's weaker earnings and the latest drop in Singapore export numbers for April.

Download the podcast

17 Apr 2019
The Bigger Picture: China Data Dump And Indonesia Elections
China is releasing Q1 GDP, factory numbers and retail sales, along with Indonesia's elections. Suresh Tantia, Senior Investment Strategist, Credit Suisse explains his views on how markets could be affected.

Download the podcast

20 Mar 2019
Fedex, Brexit & GBP
Suresh Tantia, Investment Strategist, Credit Suisse shares what investors should be keeping an eye on this week, including Fedex, which released weaker than expected numbers, Brexit and the British Pound.

Download the podcast.

1 Feb 2019
The Bigger Picture: January Recap, China Slowdown & GBP
Suresh Tantia, Senior Investment Strategist, Credit Suisse shares what investors should be keeping an eye on including a recap of January, the China slowdown and the latest movements on the British Pound.

Download the podcast.

Listen
Download SPH RADIO APP
Last Played
Last Played