Indonesia is the 2nd worst-performing equity market in ASEAN, on a year-to-date basis after Thailand. This is despite the economy expanding strongly in 2023. We speak to Jerry Goh, Asean Equities Investment Manager, ABDRN as to what investment strategy to adopt and the re-rating catalyst to watch out for.



Image Credit: shutterstock.com

Indonesia is the 2nd worst-performing equity market in ASEAN, on a year-to-date basis after Thailand.&nbsp;This is despite the economy expanding strongly in 2023. We speak to Jerry Goh, Asean Equities Investment Manager, ABDRN as to what investment strategy to adopt and the re-rating catalyst to watch out for.Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://shutterstock.com">shutterstock.com</a>

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Market Watch

Time For A JCI Rerating?

The Singapore government released their GDP forecast and then narrowed their target for the year from 1-3% to 2-3%. We ask Carlos Casanova, Senior Economist, UBP if there is downside or upside risk to this data point. We also dive into the last PPI figures from Japan and how that will inform the BOJ's monetary policy.



Image Credit: shutterstock.com

The Singapore government released their GDP forecast and then narrowed their target for the year from 1-3% to 2-3%. We ask Carlos Casanova, Senior Economist, UBP if there is downside or upside risk to this data point. We also dive into the last PPI figures from Japan and how that will inform the BOJ's monetary policy.Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://shutterstock.com">shutterstock.com</a>

Upside Risk To Singapore's GDP

In the last month, the US dollar has declined by more than 1% against a basket of major currencies. With the Federal Reserve set to cut rates in September, does this mark the end of the King Dollar. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us his perspective whilst weighing in on the strength of the US consumer as consumption is still 70% of GDP.



Image Credit: shutterstock.com

In the last month, the US dollar has declined by more than 1% against a basket of major currencies. With the Federal Reserve set to cut rates in September, does this mark the end of the King Dollar. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us his perspective whilst weighing in on the strength of the US consumer as consumption is still 70% of GDP.Image Credit: shutterstock.com

There Is No Alternative, US Dollar Is Still King 

US markets have almost recouped all their losses from last week. So was that the beginning of a market correction or just a technical blip? Kingsley Jones, Chief Investment Officer, Jevons Global gives us his perspective and ideas for a defensive portfolio.



Image Credit: shutterstock.com

US markets have almost recouped all their losses from last week. So was that the beginning of a market correction or just a technical blip? Kingsley Jones, Chief Investment Officer, Jevons Global gives us his perspective and ideas for a defensive portfolio.Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://shutterstock.com">shutterstock.com</a>

Time For A JCI Rerating?

In 1 playlist(s)

Market Watch

Social links

Follow podcast

Recent clips