Remainder of 2024: SG's GDP outlook

1Q results: Major takeaways

What Singapore is gaining from now

Johor-Singapore SEZ: Why it could succeed

Investing in SG & SEA markets v US markets

Thilan's top stock picks in Singapore

"Why invest in Singapore, when you can invest in the US?" Our guest expert counters this argument with facts and his opinion.

Synopsis: Every third Monday of the month, senior columnist Ven Sreenivasan offers you an extra edge in managing your hard-earned money.

In this episode, Ven hosts Thilan Wickramesinghe - regional head of research at Maybank Securities - to look at the investment outlook from our vantage point in Singapore, at the halfway mark of June, in 2024.

This also comes against the backdrop of the new Prime Minister Lawrence Wong sworn in on May 15, taking over from Mr Lee Hsien Loong, now Senior Minister.

They also cover opportunities that include bringing to fruition nascent projects such as the Johor-Singapore Special Economic Zone (SEZ). Ideas mooted under the zone include a passport-free QR code system to speed up immigration clearance and a one-stop business and investment service centre in Johor to make it easier for Singapore businesses to set up shop there.

Highlights (click/tap above):

1:11 What is the outlook for Singapore’s GDP for the rest of the year? 

6:06 The 1Q 2024 results season just concluded: Major takeaways

8:32 There is a new PM and Cabinet for Singapore in place: How Singapore is benefitting from safe haven flows and a strong ecosystem for start-ups and innovation

11:10 On the Johor-Singapore SEZ: After previous attempts, what is different this time round and what are the opportunities?

13:55 "Why invest in Singapore, when you can invest in the US?": Is this a valid statement and how should investors think about South-east Asian markets?

16:26 Discover Thilan's top stock picks in Singapore at the halfway mark of 2024 and reasons for his choices

Produced by: Ven Sreenivasan (ven@sph.com.sg), Ernest Luis, and Teo Tong Kai

Edited by: Teo Tong Kai

Follow ST's Your Money & Career Podcast channel here:

Channel: https://str.sg/wB2m

Apple Podcasts: https://str.sg/wuN3

Spotify: https://str.sg/wBr9

SPH Awedio app: https://www.awedio.sg/

Website: http://str.sg/stpodcasts

Feedback to: podcast@sph.com.sg

Read Ven Sreenivasan's articles: https://str.sg/wuQe

Get business/career tips in ST's HeadSTart newsletter: https://str.sg/headstart-nl

---

Discover more ST podcast channels:

All-in-one ST Podcasts channel: https://str.sg/wvz7

The Usual Place: https://str.sg/wEr7u

In Your Opinion: https://str.sg/w7Qt

COE Watch: https://str.sg/iTtE

Asian Insider: https://str.sg/JWa7

Health Check: https://str.sg/JWaN

Green Pulse: https://str.sg/JWaf

Your Money & Career: https://str.sg/wB2m

Hard Tackle: https://str.sg/JWRE

#PopVultures: https://str.sg/JWad

Music Lab: https://str.sg/w9TX

---

ST Podcast website: http://str.sg/stpodcasts

ST Podcasts YouTube: https://str.sg/4Vwsa

---

Special edition series:

True Crimes Of Asia (6 eps): https://str.sg/i44T

The Unsolved Mysteries of South-east Asia (5 eps): https://str.sg/wuZ2

Invisible Asia (9 eps): https://str.sg/wuZn

Stop Scams (10 eps): https://str.sg/wuZB

Singapore's War On Covid (5 eps): https://str.sg/wuJa

---

Get The Straits Times' app, which has a dedicated podcast player section:

The App Store: https://str.sg/icyB

Google Play: https://str.sg/icyX

---

Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.

#moneycareer

"Why invest in Singapore, when you can invest in the US?" Our guest expert counters this argument with facts and his opinion.
Synopsis: Every third Monday of the month, senior columnist Ven Sreenivasan offers you an extra edge in managing your hard-earned money.
In this episode, Ven hosts Thilan Wickramesinghe - regional head of research at Maybank Securities - to look at the investment outlook from our vantage point in Singapore, at the halfway mark of June, in 2024.
This also comes against the backdrop of the new Prime Minister Lawrence Wong sworn in on May 15, taking over from Mr Lee Hsien Loong, now Senior Minister.
They also cover opportunities that include bringing to fruition nascent projects such as the Johor-Singapore Special Economic Zone (SEZ). Ideas mooted under the zone include a passport-free QR code system to speed up immigration clearance and a one-stop business and investment service centre in Johor to make it easier for Singapore businesses to set up shop there.
Highlights (click/tap above):
1:11 What is the outlook for Singapore’s GDP for the rest of the year? 
6:06 The 1Q 2024 results season just concluded: Major takeaways
8:32 There is a new PM and Cabinet for Singapore in place: How Singapore is benefitting from safe haven flows and a strong ecosystem for start-ups and innovation
11:10 On the Johor-Singapore SEZ: After previous attempts, what is different this time round and what are the opportunities?
13:55 "Why invest in Singapore, when you can invest in the US?": Is this a valid statement and how should investors think about South-east Asian markets?
16:26 Discover Thilan's top stock picks in Singapore at the halfway mark of 2024 and reasons for his choices
Produced by: Ven Sreenivasan (<a href="mailto:ven@sph.com.sg">ven@sph.com.sg</a>), Ernest Luis, and Teo Tong Kai
Edited by: Teo Tong Kai
Follow ST's Your Money &amp; Career Podcast channel here:
Channel: <a href="https://str.sg/wB2m">https://str.sg/wB2m</a>
Apple Podcasts: <a href="https://str.sg/wuN3">https://str.sg/wuN3</a>
Spotify: <a href="https://str.sg/wBr9">https://str.sg/wBr9</a>
SPH Awedio app: <a href="https://www.awedio.sg/">https://www.awedio.sg/</a>
Website: <a href="http://str.sg/stpodcasts">http://str.sg/stpodcasts</a>
Feedback to: <a href="mailto:podcast@sph.com.sg">podcast@sph.com.sg</a>
Read Ven Sreenivasan's articles: <a href="https://str.sg/wuQe">https://str.sg/wuQe</a>
Get business/career tips in ST's HeadSTart newsletter: <a href="https://str.sg/headstart-nl">https://str.sg/headstart-nl</a>
---
Discover more ST podcast channels:
All-in-one ST Podcasts channel:<a href="https://str.sg/wvz7"> https://str.sg/wvz7</a>
The Usual Place:<a href="https://str.sg/wEr7u"> https://str.sg/wEr7u</a>
In Your Opinion:<a href="https://str.sg/w7Qt"> https://str.sg/w7Qt</a>
COE Watch:<a href="https://str.sg/iTtE"> https://str.sg/iTtE</a>
Asian Insider:<a href="https://str.sg/JWa7"> https://str.sg/JWa7</a>
Health Check:<a href="https://str.sg/JWaN"> https://str.sg/JWaN</a>
Green Pulse:<a href="https://str.sg/JWaf"> https://str.sg/JWaf</a>
Your Money &amp; Career:<a href="https://str.sg/wB2m"> https://str.sg/wB2m</a>
Hard Tackle:<a href="https://str.sg/JWRE"> https://str.sg/JWRE</a>
#PopVultures:<a href="https://str.sg/JWad"> https://str.sg/JWad</a>
Music Lab:<a href="https://str.sg/w9TX"> https://str.sg/w9TX</a>
---
ST Podcast website:<a href="http://str.sg/stpodcasts"> http://str.sg/stpodcasts</a>
ST Podcasts YouTube:<a href="https://str.sg/4Vwsa"> https://str.sg/4Vwsa</a>
---
Special edition series:
True Crimes Of Asia (6 eps):<a href="https://str.sg/i44T"> https://str.sg/i44T</a>
The Unsolved Mysteries of South-east Asia (5 eps):<a href="https://str.sg/wuZ2"> https://str.sg/wuZ2</a>
Invisible Asia (9 eps):<a href="https://str.sg/wuZn"> https://str.sg/wuZn</a>
Stop Scams (10 eps):<a href="https://str.sg/wuZB"> https://str.sg/wuZB</a>
Singapore's War On Covid (5 eps):<a href="https://str.sg/wuJa"> https://str.sg/wuJa</a>
---
Get The Straits Times' app, which has a dedicated podcast player section:
The App Store:<a href="https://str.sg/icyB"> https://str.sg/icyB</a>
Google Play:<a href="https://str.sg/icyX"> https://str.sg/icyX</a>
---
Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.
#moneycareer

Synopsis: Every first and third Monday of the month, get a headstart in your personal finance and career with The Straits Times.

Podcasters: Sue-Ann Tan & Tay Hong Yi

Produced & edited by: Amirul Karim

Executive producers: Ernest Luis & Lynda Hong

A podcast by The Straits Times, SPH Media.

Synopsis: Every first and third Monday of the month, get a headstart in your personal finance and career with The Straits Times.
Podcasters: Sue-Ann Tan &amp; Tay Hong Yi
Produced &amp; edited by: Amirul Karim
Executive producers: Ernest Luis &amp; Lynda Hong
A podcast by The Straits Times, SPH Media.

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