Reset with Lynlee
About
Take a step back, refocus, and Reset with Lynlee. Every weekday, Lynlee Foo speaks with the people behind the biggest stories in business, technology and society to help you understand not just what's happening—but why it matters and what's coming next. From AI and consumer behaviour to leadership, geopolitics and the economy, Reset cuts through the headlines with intelligent, engaging conversations that help you make sense of a rapidly changing world. Featuring Viewpoint, Industry Insight and Suite Talk, each episode offers practical insights, fresh perspectives and meaningful conversations with experts, business leaders and decision-makers.
DEC 20, 2023
20/12/23 - Money in the Market: Key investment lessons to learn from 2023Major economies, including the US, are likely to see sharply slower growth and sliding inflation in 2024. With that, equity and bond markets are expected to start the new year on a positive note amid growing expectations of central bank policy shifting. But investors should still be cautioned about the macro winds shift towards a harder landing. So with this backdrop, how should investors balance their portfolios ahead of the new year? So what are some lessons we can draw from this year? What mistakes can we learn from? On Money in the Market, Hongbin Jeong speaks to Steve Brice, Chief Investment Officer at Standard Chartered Bank, to find out more about the market outlook for 2024.
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10:03
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DEC 19, 2023
19/12/23 - Money in the Market: Are we being too optimistic about how soon interest rate cuts will come?Market watchers are raising their bets for more interest rate cuts from global central banks. They even expect them to kick in early 2024. In fact, the question about rate cuts has changed from whether they will to a matter of when they will. But some policymakers are saying rate cut bets are premature,and markets have eased too much. So is it all over? Or are we being too optimistic? On Money in the Market, Hongbin Jeong speaks to Shamik Dhar, Chief Economist, BNY Mellon Investment Management to find out more.
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11:36
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DEC 18, 2023
18/12/23 - Money in the Market: Will China outperform and drive regional stocks higher in 2024?Global investment banks collectively expressed optimism about the Chinese market at this time last year. Nevertheless, a notable 14% decrease in the MSCI China Index dashed their hopes. Is there still uncertainty ahead or will 2024 bring about positive changes? On Money in the Market, Hongbin Jeong speaks to Ishika Mookerjee, Deputy Team Leader for Asia Stocks at Bloomberg, about China's 2024 outlook.
Highlights:
Has Chinese stocks been dropping weaker than usual? What’s leading to the weakness? - 1:30
What are China’s recovery plans in 2024? - 2:46
What are experts expecting from Chinese stocks now? - 7:43
Is there still optimism for Chinese markets for some? - 8:40
What else should we be looking out for in the couple weeks that could move Chinese markets? - 10:43
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12:06
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DEC 15, 2023
15/12/23 - Money in the Market: Is there still room for profit in Hong Kong's stocks?The Hong Kong market has seen a large sell-off which resulted in the country's economic difficulties and withdrawal of foreign investments. With a 22% decrease in year-to-date performance, the Hang Seng Index is among the worst performing in Asia. Are there still viable investment opportunities in Hong Kong stocks? What should investors look out for? On Money in the Market, Sean Cheong speaks to William Tsang, Portfolio Manager at Chartwell Capital Limited, about Hong Kong's market issues, possibilities, and risks in the face of economic difficulties.
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07:30
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DEC 15, 2023
15/12/23 - Market Wrap: How can the Fed's interest rate decisions affect the stock performance of Singaporean banks?The STI has dropped by 0.3 percent to 3,113 points. This contrasts with the overnight rally on Wall Street, when the Nasdaq soared, fueled by strong performances from key technology stocks. On the Afternoon Update, Sean Cheong speaks to Emelia Tan, Research Analyst at SGX, for a comprehensive overview of the week's market activities.
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12:02
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DEC 14, 2023
14/12/23 - Money in the Market: What are the key challenges faced by Japan’s positive momentum?Japanese market indices have soared to their greatest levels in decades, with the Nikkei reaching a 33-year high this year. This growing trend is being driven by strong profitability, a depreciated yen, and improvements in corporate governance. Can this positive momentum sustain and result in a long-term transformation in the economic landscape? On Money in the Market, Willie Keng speaks to Syetarn Hansakul, Senior Analyst at Economist Intelligence Unit, about the essence of Japan's economic resurgence.
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09:45
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DEC 13, 2023
13/12/23 - Money in the Market: How will the Federal Reserve December 2023 meeting impact US equity markets?The Federal Reserve's final meeting of the year, which could signify a shift in policy makers' approach to inflation during the last two years. What might happen at the FOMC meeting in terms of interest rate decisions? What effect might this have on the equity markets? On Money in the Market, Willie Keng speaks to Danish Lim, Investment Analyst at Phillip Nova, about the Fed's recent advancements.
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10:49
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DEC 12, 2023
12/12/23 - Money in the Market: What are the opportunities in US stocks?Stocks in the US have risen, with investors anticipating the market's next move in light of the new inflation figures. Despite fears of a recession, the rally has been remarkably strong. With talks of a likely rate decrease in 2024, can the market's alleged "greed" continue to push stocks higher? On Money in the Market, Willie Keng speaks to Chong Ser Jing, Co-founder and Portfolio Manager at Compounder Fund, on the overview of the US stock market.
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11:35
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DEC 11, 2023
11/12/23 - Money in the Market: Will potential rate cuts next year affect Singapore bank’s performance?Last Friday, US equities surged in anticipation of critical signals from the Federal Reserve's last meeting of 2023, which hinted at probable interest rate declines. What main factors should investors be wary of? And who are the key market movers shaping the week ahead? On Money in the Market, Willie Keng speaks to Thilan Wickramasinghe, Head of Research at Maybank Securities, about the market's status for this week.
Highlights:
1. What do you think is affecting Singapore bank shares’ year-to-date performance? - 3:01
2. How has Singapore’s banks in the latest 3Q2023 fared? - 4:15
3. Do you think Singapore’s banks will be affected by the potential rate cuts coming in 2024? - 5:11
4. What opportunities we are seeing in the different sectors? - 6:32
5. What are some of the risks investors should look out for? - 8:36
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09:49
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DEC 8, 2023
08/12/23 - Market Wrap: What’s driving S-REITs’ strong performance?The STI has increased by 1% to 3,100 points, inspired by overnight advances on Wall Street, particularly the Nasdaq, which has seen significant growth due to strong performances in heavyweight tech firms. Who were the key drivers of the STI's movements this week? Do you think the recent boom in Singapore REITs will last with interest rate cuts expected next year? On The Afternoon Update, Willie Keng speaks to Candace Li, Research Analyst at SGX, about the performance of the markets this week.
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13:10
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