21 March 2023
Bigger Picture: Credit Suisse AT1 bonds write off means for banking sector
Yeap Junrong, Market Strategist, IG discusses the implications of the precedent set by regulators who chose to allow Credit Suisse Additional Tier 1 Bondholders to have their investments written off, while paying out shareholders.

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14 January 2023
Bigger Picture: DBS Q4 net profit up 69%, announces special dividend
Yeap Junrong, Market Strategist, IG discusses if the upside in Net Interest Margins has already been priced in, with DBS guiding for peak NIMs of 2.25% (from current levels of 2.05%), alongside a warning of potential downside risk from outflows to Treasury bills, a stronger Singapore dollar and higher treasury market funding costs.

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27 January 2023
Bigger Picture: US Q4 GDP reflects warning signs
Yeap Junrong, Market Strategist, IG, discusses the mixed data around the US economy as consumers appear to cut back, which is also reflected in the earnings reports from Visa, Mastercard and Intel.

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19 January 2023
Bigger Picture: Microsoft to cut 10,000 jobs, intensifying tech layoffs
Yeap Junrong, Market Strategist, IG discusses how much more pain is expected for the technology sector or if the worst if over, and also what to takeaway from some signs of the latest inflation and retail sales figures easing.

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20 December 2022
Money and Me: Influence of EU's natural gas cap on market prices, Can China save oil markets, Is Gold still a good hedge against inflation
The European Union has agreed to limit natural gas prices in an effort to combat the energy crisis. But this begs the question, how might this policy have an impact on Europe's ability to attract gas supplies in price-competitive global markets and its overall energy security?
Find out with Zia-ul Raushan and Dan Koh as they speak to Yeap Jun Rong, Market Strategist, IG about the influence of EU's “dynamic” cap on natural gas on market prices, and his outlook for oil and gold prices moving into 2023.

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22 July 2022
Market View: Can the airline sector cope? European Central Bank's jumbo rate hike, Snap, Barbie, Didi
With United Airline's 2nd quarter, record-high earnings being unable to stop its shares from plummeting due to high costs, what does this mean for the airline sector now? Are Asian carriers coping better than Western carriers? Also, what does the European Central Bank's latest big rate hike mean for EU, US and other equities? Why have Snap shares plunged overnight and what does this signal further trouble ahead for social media companies? Michelle Martin talks to Yeap Jun Rong, Market Strategist, IG to answer these burning questions and more.

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20 July 2022
Market View: MAS S$7.4 billion loss, Didi Global US$1 billion fine, China's loan prime rate, US earnings season
With the Monetary Authority of Singapore recording a loss of S$7.4 billion for FY2021/22, what does this suggest about how core inflation is evolving in the country? And is China's latest move to fine Didi Global more than US$1 billion before wrapping up a year-long probe into the ride-hailing giant a light to the end of the tech crackdown tunnel? Melissa Hyak asks Yeap Jun Rong, Market Strategist, IG.

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19 July 2022
Market View: Bank Indonesia sells government bond holdings, AAPL, China's liquidity injection, Brent Crude Oil
With Bank Indonesia having sold 390 billion rupiah worth of government bond holdings in the secondary market, what can we expect from the pace of increase in rate hike in the near term? And given Apple's plans to limit their expenditures and job growth at some of its divisions, what does this suggest about the outlook of the upcoming tech earnings season? Melissa Hyak and Yeap Jun Rong, Market Strategist, IG find out more.

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18 July 2022
Market View: SGD bond issuance volume remains resilient, New Zealand inflation accelerates, EURUSD outlook
What's fuelling the demand in Singapore dollar-denominated bond issuances despite the challenging macroeconomic environment of inflation and tightening monetary policy? And how much more downside is there to the EURUSD after making headlines for hitting parity for the first time in two decades? Melissa Hyak investigates with Yeap Jun Rong, Market Strategist, IG.

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25 February 2022
Weekly Wrap Up: Implications of Russian-Ukraine crisis on prices in Singapore
On Thursday, Russian President Vladimir Putin launched a full-scale invasion of Ukraine, killing dozens and forcing hundreds to flee for their lives in the pro-Western neighbour. This had led to Western governments retaliating with sanctions on the likes of those in Russia's defence, banking and financial sector. Yeap Jun Rong, Market Strategist, IG shares some of the potential implications for Singapore and investors and how the spike in commodity prices would impact Singapore’s economic growth.

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16 February 2022
Bigger Picture: UOB reports 48% profit surge in Q4
In UOB's fourth quarter earnings, it reported a net profit growth of 48 per cent from the previous year on higher net interest income (NII) on the back of strong loan growth. Yeap Junrong, Market Strategist, IG tells us how they have managed to improve from the previous quarter, some potential headwinds to expect, and his opinions on current banks valuations trading at near record highs,

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14 February 2022
Market View: DBS, StarHub, Thomson Medical, First REIT, Olam, Russia-Ukraine tensions, Federal Reserve debate
Michelle Martin is joined by Yeap Jun Rong, Market Strategist, IG to digest the latest in corporate earnings here in Singapore, plus what the Olam demerger may mean for shareholders and why the STI is outperforming its peers. They then discuss the latest in the Russia-Ukraine tensions, a lookahead to markets for the week, debates over the Feds' move to hike interest rates and thoughts on the US earnings season so far.

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3 November 2021
Bigger Picture: UOB & OCBC 3Q net profit beats expectations
Yeap Jun Rong, Market Strategist, IG, discusses how further declines in provision for loan losses and lower credit costs helped boost earnings for OCBC and UOB, and how attractive bank stock valuations are after a strong run this year.

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