As 2025 draws to a close, markets have delivered strong gains. Global equities are up sharply, Singapore stocks have hit record highs, and gold has surged on geopolitical and rate-cut expectations. But beneath the headline numbers, questions remain about growth, valuations, and what lies ahead in 2026.

Dan Koh speaks with Vasu Menon, Managing Director of Investment Strategy at OCBC Bank, to break down the winners and losers of 2025, the chances of a Santa Claus rally, what US growth figures reveal about the economy, and how investors can prepare their portfolios for risks and opportunities in the year ahead.

As 2025 draws to a close, markets have delivered strong gains. Global equities are up sharply, Singapore stocks have hit record highs, and gold has surged on geopolitical and rate-cut expectations. But beneath the headline numbers, questions remain about growth, valuations, and what lies ahead in 2026.
Dan Koh speaks with Vasu Menon, Managing Director of Investment Strategy at OCBC Bank, to break down the winners and losers of 2025, the chances of a Santa Claus rally, what US growth figures reveal about the economy, and how investors can prepare their portfolios for risks and opportunities in the year ahead.

From current affairs and social issues to lifestyle trends and community voices, each segment offers a different lens on what’s happening — and what’s worth your attention.

Start your day with the stories shaping Singapore — and your place in it.

Join Neil Humphreys and Audrey Siek as they cover the biggest headlines, trending topics, and everyday conversations, unpacked through fresh perspectives, expert insights, and engaging discussion. From current affairs and social issues to lifestyle trends and community voices, each segment offers a different lens on what’s happening — and what’s worth your attention.

And it’s not just talk — it’s your voice. Through polls, messages, and live call-ins, listeners are part of the conversation, sharing their views and shaping the discussion in real time. With a mix of clarity, curiosity, and personality, Let’s Talk, Singapore keeps you informed, connected, and ready for the day ahead.

Start your day with the stories shaping Singapore &mdash; and your place in it.
Join Neil Humphreys and Audrey Siek as they cover the biggest headlines, trending topics, and everyday conversations, unpacked through fresh perspectives, expert insights, and engaging discussion. From current affairs and social issues to lifestyle trends and community voices, each segment offers a different lens on what&rsquo;s happening &mdash; and what&rsquo;s worth your attention.
And it&rsquo;s not just talk &mdash; it&rsquo;s your voice. Through polls, messages, and live call-ins, listeners are part of the conversation, sharing their views and shaping the discussion in real time. With a mix of clarity, curiosity, and personality, Let&rsquo;s Talk, Singapore keeps you informed, connected, and ready for the day ahead.