Vasu Menon, OCBC Bank

Vasu Menon, OCBC Bank

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18 May 2021
Bigger Picture: Impact of COVID-19 tightened measures
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank, discusses how tightened COVID-19 restrictions will impact market sentiment, and his outlook for US inflation and China's recovery.

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Listen to his previous podcasts:

27 April 2021
Wealth Insights with the OCBC Wealth Panel: The case for ESG investing (Episode 6)
ESG is more than just socially responsible investing or sustainable investing. Hear what Vasu Menon, Executive Director, Investment Strategy at OCBC, has to say.
Click here to read more relevant articles from the OCBC Wealth Panel.

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Click here to listen to more episodes from Wealth Insights with the OCBC Wealth Panel

20 April 2021
Bigger Picture: SPAC fever showing signs of fading
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses if the SPAC frenzy has run its course and howmuch bond yields will run up in the coming months.

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6 April 2021
Wealth Insights with the OCBC Wealth Panel: Is Asia ex-Japan a risky investment proposition? (Episode 3)
What is the market outlook for a risky region like Asia ex-Japan for the year ahead? Get the latest insights from Vasu Menon, Executive Director of Investment Strategy, OCBC Bank.
Click here to read more relevant articles from the OCBC Wealth Panel.

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Click here to listen to more episodes from Wealth Insights with the OCBC Wealth Panel

23 March 2021
OCBC Wealth Insights: Should investors get out of equity market and tech stocks (Episode 1)
Are stock markets too high and poised for a sharp fall? Hear what Vasu Menon, Executive Director of Investment Strategy, OCBC Bank has to share.
Click here to read more relevant articles from the OCBC Wealth Panel.

Download the podcast.

Click here to listen to more episodes from Wealth Insights with the OCBC Wealth Panel

17 March 2021
Bigger Picture: Markets trade cautiously ahead of FOMC meeting
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses how much the Federal Reserve will rock the boat on inflation expectations, as well as how investors should approach investing in US & China amid diverging policies.

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23 February 2021
Bigger Picture: Asset allocation as yields hit one-year highs
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank, discusses how investors should be positioned as 10 Year-bond yields rise to one-year highs.

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26 January 2021
Bigger Picture: Are the markets in a bubble?
IG Senior Market Strategist Pan Jingyi speaks to Vasu Menon, Executive Director, Investment Strategy, OCBC Bank who shares his thoughts on whether the markets are in a bubble, the trajectory of the US Fed and whether investors should take note. Plus, shines a light on interesting trends from the markets.

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18 January 2021
In The Spotlight: What to watch in the week ahead
Prime Time's Rachel Kelly speaks to Vasu Menon, Executive Director, Investment Strategy at OCBC Bank on the key headlines he will be tracking in the week ahead - and what they mean for markets.

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29 December 2020
Bigger Picture: Stimulus relief sends Wall Street to new records
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank talks about the lessons learnt from 2020, and how markets will continue to be lifted by further stimulus in 2021.

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15 December 2020
Market View: Moving into Phase 3, COVID-19 Vaccines in Singapore, electoral college confirms Joe Biden as president and online hacks
Michelle Martin and Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discuss Singapore's transition into Phase 3, COVID-19 vaccines soon to be available in Singapore, Singapore blue chips, Joe Biden confirmed as the next president of the USA, new listings in the US (Airbnb and DoorDash) and online hacks.

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11 December 2020
In The Spotlight: How prepared are you for retirement?
The OCBC Financial Wellness Index, which launched in 2019, has dipped to 61 this year, down from 63, with the unprecedented Covid-19 pandemic and resulting global economic slump causing a drag on Singaporeans’ financial wellness. To help us understand what this means - and to provide some insight on investment strategy in the year ahead, Prime Time's Rachel Kelly spoke to Vasu Menon, executive director, investment strategy at OCBC.

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1 December 2020
Bigger Picture: Overweight on equities as uncertainties recede
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank shares why he has shifted from neutral at the start of November to a overweight on equities, and whether Bitcoin is a "buy" amid its record-breaking rally.

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18 November 2020
Market View: What will shape investment strategies for the rest of 2020, outlook for travel, office and retail and the US dollar
On Market View, Michelle Martin speaks with Vasu Menon, Executive Director, Investment Strategy, OCBC Bank to discuss the narratives shaping investment strategy, interest rates at record lows and the impact on stocks, travel and office spaces in the year ahead, retail sales, Citigroup's predictions that the USD might fall as much as 20 percent in the year ahead and the outlook for gold and other commodities.

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3 November 2020
Bigger Picture: Markets rise on US Elections eve
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank talks about why the US dollar is likely to see more pressure post-Elections.

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23 October 2020
Bigger Picture: US jobs recovery, elections & Ant Group IPO impact
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank looks at how positive investors should get around the US initial jobless benefits claims reaching its lowest levels since March, and the buzz and risks around the upcoming Ant Group IPO.

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6 October 2020
Bigger Picture: Markets rise as Trump leaves hospital
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses how Trump's health situation is affecting market sentiment and how much cyclical stocks will benefit from Singapore's progress towards Phase 3 re-opening of the economy.

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8 September 2020
Bigger Picture: Geopolitical tensions to watch
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank talks about the geopolitical tensions between the US and China, Australia and China, Brexit,  as well as whether the tech-led momentum is at risk.

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13 August 2020
Market View: Vaccines, Gold, and Bitcoin
Markets responded earlier this week to news of a potential vaccine from Russia - brushing off poor economic data.
Vasu Menon - Executive Director, Investment Strategy at OCBC bank shares with us how he is navigating the current market and his outlook for gold.

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28 July 2020
Bigger Picture: COVID-19 - What strategy should investors take?
US Republicans unveiled their latest $1 trillion coronavirus stimulus bill, and the price of safe-haven gold hit record highs. This is all on the back of geopolitical tensions, which are still on the rise between the US and China. So, with all this going on, what strategy should investors take? Vasu Menon, Executive Director, Investment Strategy OCBC Bankgives his take.

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2 June 2020
Bigger Picture: How much support for markets as economies reopen?
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses if the signs of stabliization in recent manufacturing PMIs are enough to help push markets higher, where investors are looking forward to economies reopening.

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19 May 2020
The Bigger Picture: Race to produce a COVID-19 vaccine
Markets rallied overnight on the back of positive news of a COVID-19 vaccine trial, yet with an unpredictable timeline on when one might be available worldwide, can markets keep up the momentum? Vasu Menon, Executive Director, OCBC Bank gives his insight, and shares what can be expected from US Federal Reserve Bank chairman Jerome Powell this week.

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21 April 2020
Bigger Picture: Oil prices trade under $0 for first time ever
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank, explains why oil prices went negative and what this means for financial markets.

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31 December 2019
Bigger Picture: Profit-taking on last day of 2019
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank talks about how markets are closing early today and the outlook for Eurozone & Japan on #TheBiggerPicture.

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18 December 2019
Bigger Picture: U.S Markets and impact on local markets within ASEAN
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank breaks down what impact of the phase one US-China trade deal will have on local markets, performance of the UK pound and where he sees opportunities for long, medium and short term investors.

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3 December 2019
Bigger Picture: Profit-taking as trade disputes escalate on new fronts
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank reviews the odds of a phase 1 US-China trade deal and how the REITs sector looks with M&A activity picking up with the proposed merger between FLT & FCOT.

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19 Nov 2019
Bigger Picture: US-China trade war not yet benefitting SEA economies, markets
Mixed signals around the US-China trade progress are keeping investors guessing. The latest to complicate the picture are reports that China is pessimistic, and US politicians are calling for President Trump to weigh in on the Hong Kong unrest. Vasu Menon, Executive Director, Investment Strategy, OCBC Bank breaks it all down.

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22 October 2019
Bigger Picture: S&P 500 hits one-month high, where next?
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank explains what to look out as markets appear to price in more optimism on the Brexit front and progress of US-China trade talks.

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8 October 2019
Bigger Picture: US blacklists 8 China tech firms
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank shares how much of an obstacle to the upcoming trade talks Washington's move in the name of human rights violations will have.

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24 September 2019
Bigger Picture: Markets digest weak Eurozone PMIs
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank gives his take on where investors should park their money against a backdrop of weak PMIs from Germany and Europe pointing to further downside in the economy.

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10 September 2019
Bigger Picture: Search for yield in Singapore markets
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank shares out his outlook for gold and stock markets on the poor HK tourism numbers for August.

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27 August 2019
Bigger Picture: Trade, technical recession and G7 backing Hong Kong
Vasu Menon, Executive Director, Investment Strategy, OCBC discusses how markets are being affected by softened stances in the US-China trade war, the chances of a technical recession in Singapore, as well as how would the backing of Hong Kong's autonomy by G7 leaders affect the fragile situation there.

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6 August 2019
Bigger Picture: Currency war spooking markets
Vasu Menon, Executive Director for Investment Strategy, OCBC Bank discusses how markets have been affected by the Chinese Yuan rising over 7 to the dollar for the first time in decades and pushing record lows,, as well as the current outlook for safehaven assets and currencies.

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16 July 2019
Bigger Picture: China Q2 GDP & Earnings Season
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses how China is facing its slowest growth in nearly 3 decades with Q2 GDP at 6.2%, and what Singapore markets will be focused on.

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5 July 2019
Bigger Picture: NFP Preview & Safe Haven Flows
Vasu Menon, Executive Director for Investment Strategy, OCBC Bank shares more about how the non-farm payroll numbers will affect markets if they disappoint, as well as an outlook on bonds and gold prices.

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4 Jun 2019
BIGGER PICTURE: TECH STOCKS, FED-RATE CUTS
Vasu Menon, Senior Investment Strategist, OCBC Bank discusses how recent headlines such as technology stocks, interest rates, US-China tensions escalating and China's PMI data.

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7 May 2019
Bigger Picture: 7 May 2019
Vasu Menon, Senior Investment Strategist, OCBC Bank discusses the impact of US - China trade talks and how Asian markets will react especially with Japanese markets reopening after 10 days of holiday.

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23 Apr 2019
Bigger Picture: Black and Yellow Gold
Vasu Menon, Senior Investment Strategist, OCBC Bank shares more about how headlines regarding rising oil prices which just hit a six month high could affect markets.

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9 Apr 2019
Bigger Picture: Oil Prices Hit 5-Month High
Vasu Menon, Senior investment strategist, OCBC Bank shares more about how escalation of fighting in Libya would affect oil supply and prices, as well as preview of the earnings season.

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26 Mar 2019
Bigger Picture: Apple, Yield Inversion & Brexit
Vasu Menon, Senior Investment Strategist, OCBC Bank shares what investors should be keeping an eye on in the markets, including Apple's announcement on its latest service offerings, the Yield inversion, and Brexit.

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12 Mar 2019
Bigger Picture: Apple, US Budget & Brexit
Vasu Menon, senior investment Strategist, OCBC Bank breaks down some of the biggest headlines and shares how it might impact markets.

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26 Feb 2019
Bigger Picture: Effects Of Trump-Kim Summit On The Markets
Vasu Menon, Senior Investment Strategist, OCBC Bank explains what to expect from the markets especially since the Trump-Kim summit 2.0 in Vietnam will take place this week.

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12 Feb 2019
Bigger Picture: Emerging, Asian Markets & US-China Trade Talks
Vasu Menon, Senior Investment Strategist, OCBC Bank discusses the prospects for Asian markets this year, especially with the US Fed Reserve looking to slow down its rate hike plans. We also had a look ahead on what to expect from the markets especially with the US-China trade talks this week

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9 Jan 2019
Bigger Picture: Warnings Over China Growth
Vasu Menon, Senior Investment Strategist, OCBC Bank shares what investors should keep on their radar today including, warning signals from Apple and Samsung, China growth worries and the upcoming FOMC meeting.

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