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Stocks have been in rally mode after the Nasdaq Composite had its best first six months of year in four decades, and the S&P 500 gained 16% during the same period. So where are stocks headed in the second half of 2023? Some experts expect them to be "fat and flat," warning investors to beware of the bust that follows the boom. So are US stocks still an attractive option for us? On Money in the Market, Hongbin Jeong speaks to Jonathan Woo, Senior Research Analyst from Phillip Securities Research, to find out more.  Highlights: 01:11 - How have markets performed in the first half of the year?  02:14 - What’s the outlook of the US stock market in the second half of the year?  02:41 - Can the S&P 500 likely climb above 2022 high? 03:40 - Will the 'Magnificent 7"  continue to drive up markets for the second half?  06:14 - Are US stocks still an attractive option for Singaporeans?

It’s earnings season.  Over in the US, big banks kicked off the season with JPMorgan Chase, Wells Fargo , and Citigroup all reported quarterly results that topped analyst estimates. And Asia’s earnings kick off this week, with tech companies in the limelight. So what can we expect and what should we be looking out for? On Money in the Market, Hongbin Jeong speaks to Felix Tam, Breaking News Editor at Bloomberg, to find out more. 

Most Asian currencies have strengthened, while the dollar languished at 15-month lows after weaker-than-expected US inflation data spurred bets that the Federal Reserve was close to hitting peak interest rates. So who were the biggest gainers on the back of the weaker dollar? And are the best days for the greenback over? On Money in the Market, Hongbin Jeong speaks to Peter Chia, Senior FX Strategist at UOB to find out more. 

On The Afternoon Update, Hongbin Jeong speaks to Candace Li, Research Analyst from the SGX for a market wrap of the week. They discuss STI's performance in the past week; stocks that saw heavy trading this week, including Thomson Medical and Yangzijiang Shipbuilding; as well as how Singapore's economy has avoided a technical recession. 

The recent market rally we saw in June presented some enticing opportunities for profit-taking. So what were some trends we saw amongst Singaporean investors? Were there more net buyers of equities or net sellers? And how did they differ from other global investors? And what type of stocks did investors favour in June? On Money in the Market, Hongbin Jeong speaks to AJ Kahling, Head of International Education at TD Ameritrade to find out more.

The beginning of July was the hottest week on record for the planet, after a series of scorching days saw global temperature records tumble. And that’s the effects of El Niño. The hot weather not only gives us sweats, but the changing weather patterns also have an effect on our crops - and thus, moving commodity markets. On Money in the Market, Hongbin Jeong speaks to Priyanka Sachdeva, Market Analyst, Phillip Nova to take a closer look at how the hot weather has affected commodity prices thus far, as well as what the outlook for commodity market is for the rest of the year. 

Singapore-listed CapitaLand Investment’s portfolio spans the globe. The real estate investment player has operations in more than 40 countries and more than 220 cities.  And with such a significant global footprint, it’s no surprise that its keeping an eye on a different footprint. carbon footprint. CLI recently refreshed its sustainability master plan - integrating its 2050 net zero carbon emissions commitment. To find out more, Rachel Kelly spoke with Mr Vinamra Srivastava, CLI’s Chief Sustainability Officer.

In the first half of 2023, we’ve witnessed a slowdown in the global economy, a regional banking crisis in the US, and a disappointing reopening of the Chinese economy. But financial markets have shown resilience despite all those events.  In fact, the S&P 500 has performed well, primarily driven by large-cap technology stocks and investor interest in artificial intelligence related stocks. On Money in the Market, Hongbin Jeong speaks to Laurent Lequeu, Head of Portfolio Management & Research at Lumen Capital Investor, to find out more about how the first half was like for the financial markets and what we can expect for the second half of the year. Highlights: 00:53 - How did financial markets fare in the first half of the year? 01:38 - What was the performance of equities primarily driven by? 05:06 - What factors could affect the market from seeing a further rally?  05:40 - What's the outlook for the second half of the year? 07:11 - How should investors allocate their portfolios to protect themselves from further risks that may come in the coming months? 

J&T Express, a leading e-commerce logistics company in Southeast Asia & China, has recently filed for an IPO listing in the Hong Kong Stock Exchange. Although no details of the fundraising size and timeline has been revealed, sources say the proposed sale share is expected to raise between $500 million to $1 billion. This would make it one of the largest Hong Kong issues in 2023. J&T Express is the market leader in ASEAN and is a fledgling player in China. And this IPO, if successful, could be viewed as a proxy for TikTok’s e-commerce ascent. On Money in the Market, Hongbin Jeong speaks to Nirgunan Tiruchelvam, Head of Consumer and Internet at Alētheia Capital, and the author of the book "Investing In The COVID Era", to find out more about the significance of this listing. 

Basel IV will be a game changer for banks. The regulation, a finalisation of Basel III, will overhaul global bank capital requirements, including reforms to the standardised approach for credit risk. But what exactly is Basel IV? And how will this affect our local banks here in Singapore? On Money in the Market, Hongbin Jeong speaks to Rena Kwok, Credit Analyst of Asian Financials at Bloomberg Intelligence, to find out more.