Reset with Lynlee

Asian currencies have been feeling the pain as the US dollar continues its winning streak since mid-July, which is the greenback’s longest such run in nearly a decade. And this is on the back of the US Federal Reserve’s “higher for longer” interest rate policy and increasing Treasury yields.  But what about Asian stocks? What effect does a stronger dollar have on Asian markets?  On Money in the Market, Hongbin Jeong speaks to Paul Chew, Head of Research, Phillip Securities Research, to find out more.

October - usually known as the month when stocks tend to see heavy declines - is coming to an end. So how did this year’s spookiest month fare?  It seems like with the volatility index VIX hitting 20, stocks on the brink of its worst October in five years, and the bond market throwing a fit every other day, markets have been under turmoil.  But can we see an upside in markets by the end of the year? On Money in the Market, Hongbin Jeong speaks to Wong Kok Hoong, Head of Equity Sales Trading, Maybank Securities to find out more.

The complacency that has helped investment markets to do well in the first half of this year has given way.  Financial markets are now roiled with the realisation that US inflation remains sticky despite significant Fed rate hikes, the US jobs market still remains very resilient, the Fed funds rate will stay high for longer, and a possible US recession that has been delayed but not averted. So how should investors be readjusting their portfolios to these new realities? On Money in the Market, Hongbin Jeong speaks to Vasu Menon, Managing Director, Investment Strategy, OCBC, to find out more. 

On The Afternoon Update, Hongbin Jeong is joined by Geoff Howie, Market Strategist, SGX for a market wrap of the week. The discuss how the STI performed in the past week; the biggest movers; how UOB shares reponded to the latest business update; some things to note from the earnings results so far; as well as some economic data including Singapore inflation numbers that was released earlier this week. 

We’re just about a week ahead of the next US Fed interest rate decision. While it’s widely expected that interest rates will stand pat once again, more clues on the policy path will be provided post-decision.  So how is the US dollar faring ahead of this decision? Can we expect more volatility? What are some of the risks FX traders should be looking out for?On Money in the Market, Hongbin Jeong speaks to Simon Harvey, Head of FX Analysis at MonFX, to find out more about the outlook of the greenback. 

Since the start of the Israel Hamas war on October 7th, market reaction to the conflict has been limited, mostly to small moves in haven assets. But any future financial impact depends on escalation risks and potential changes to crude oil supply. So, how should investors mitigate their assets to protect themselves from such a worst case scenario? What assets can investors seek safety in? Should they stay away from equities? On Money in the Market, Hongbin Jeong speaks to Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered, to find out more. Highlights: 1:07 - What are some of the near-term effects of the Israel-Hamas conflict on markets?  2:56 - What assets would be at most risk if tensions escalate? 4:15 - How should investors then mitigate their assets to protect themselves from a worst-case scenario?  5:25 - Is it too late for investors to invest in gold now?  8:24 - Should investors stay away from equities for the time being given the recent volatility? 

US equities have seen a strong performance over the past 15 years. And this has changed investor dynamics. The US is sitting a record high 63% of the world’s traded market cap.  But is this a sustainable dynamic? Should investors be considering “cheaper” markets outside of the US instead?  On Money in the Market, Hongbin Jeong speaks to Audrey Ho, Investment Counsellor at Citibank Singapore, to explore the possible opportunities present. 

Oil prices have advanced about 8% since the Oct. 7 attack on Israel by Hamas, and that's on concerns that the conflict will drag in other nations including Lebanon, Iran and even the US. The Middle East supplies around a third of the world’s crude. So if the current conflict further escalates, how much higher can oil prices go? Some experts warn prices could even reach US$140 per barrel in a worse case scenario. On Money in the Market, Hongbin Jeong speaks to Serene Cheong, Team Leader of Oil Trading (Asia) at Bloomberg, to find out more.

Is India the new China? Or is it the new US?  India’s stock market is seeing an uptrend, with the market hitting an all-time high valuation of US$3.8 trillion last month. In fact, some say there’s further room to grow for Indian stocks.  So what’s making the country’s stock market so attractive at the moment? Is this a new dawn for Indian stocks?  On Money in the Market, Hongbin Jeong speaks to Prashant Kothari, Senior Investment Manager, Emerging Equities team, Pictet Asset Management to find out more.

On The Afternoon Update, Hongbin Jeong speaks to Geoff Howie, Market Strategist, SGX, for a market wrap of the week. The discuss how the STI performed in the past week; some of the biggest movers; earnings reports from several REITs; and what to expect for the week ahead.