From a sharp tech sell-off and an unexpected drop in US private jobs to mixed results at Singapore’s big banks and the STI hitting fresh highs, investors face a lot of moving parts.

Dan Koh hosts Abhilash Narayan, Investment Strategist at HSBC Private Banking, for a deep dive into valuation pressures, economic signals, what Singapore’s latest trio of banks' earnings results tell us about the economy, what’s behind the STI’s record highs, and how global investors should position from here.