Vasu Menon, Managing Director, Investment Strategy, OCBC Bank, reviews the performance of global markets in 2023 and the key events that influenced them, such as the rally led by the mega cap tech stocks, the SVB crisis, the increasing attractiveness of Japanese equities and China's real estate woes.
What's next for the OPEC following Angola's exit from the bloc, and to what extent will the ongoing crisis in the Red Sea continue to disrupt global supply chains?
What else should investors keep an eye out for in 2024?
Find out on the Bigger Picture.
Presented by Emaad Akhtar
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)