OCBC Research Insights

2021-07-03 06:20:39 OCBC Research Insights pinned «Disclaimer: Any content posted on this Telegram channel is solely for information purposes only and should not be construed as an offer or solicitation for the subscription, purchase or sale of the securities/instruments mentioned. No warranty whatsoever is…» Open / Comment

2021-07-03 06:20:32 Disclaimer:
Any content posted on this Telegram channel is solely for information purposes only and should not be construed as an offer or solicitation for the subscription, purchase or sale of the securities/instruments mentioned. No warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of the recipient or any class of persons acting on such information, opinion or estimate. Open / Comment

2021-07-03 06:11:29 At OCBC Credit Research, we published the Mid-Year 2021 outlook, preferring to take credit risk and subordination risk over interest rate risk to generate returns in the SGD market.

Aside from the credit profiles and recommendations of 63 companies and financial institutions, we dived into topics including:

1. Transition Finance
2. The problem with Promises in Credit
3. Why Bond Covenants matter
4. Digital Assets and Bonds on Distributed Ledger Technologies
5. Implications of Stranded Assets
6. The Path to a Greener Singapore
7. Should investors buy Singapore REITs or Perpetuals?

As well as industries including:
8. Singapore REITs - An Increasingly Uneven Playing Field
9. Financial Institutions - Stable with Limited Upside and Downside
10. Singapore Property - Up, Up and Away

The publication is made possible with
Andrew Wong, Ezien Hoo, Hong Wei, Zhi Qi with the help of Yao-Hua, Ze Feng and Alvin Song Open / Comment

2021-07-01 10:12:04 Channel name was changed to «OCBC Research Insights» Open / Comment

2021-05-24 08:00:02 The pandemic has seen speculative trading rise in the past year. Speculation is risky and can cause substantial losses - maybe you know someone who ploughed a huge chunk of their savings into a speculative bet and lost big? While some have benefited from the stock market rally in the past year, speculative gains are not always sustainable. It is impossible to consistently beat the markets. There are better strategies to grow one's wealth. Hear what they are as our Head of Wealth Management Singapore shares more on this topic.

Lunchtime listening here: http://bit.ly/FadsAndFundamentals Open / Comment

2021-05-17 13:17:08 Good evening and happy Monday! With Covid-19 continuing to wreck havoc on global economies, what's the best way to invest without losing sleep? Our Head of Wealth Management Singapore, Tan Siew Lee, has a few tips on balancing your investment portfolio and dealing with unpredictability, which will likely be a mainstay for financial markets.

Have a listen here: http://bit.ly/BalancedPortfolioRideOutMarketCycles Open / Comment

2021-05-14 12:30:04 Can data be mined and used responsibly? Liu Feng-Yuan of artificial intelligence start-up BasisAI says yes. In our last episode of Back to the Future, the ex-chief data scientist for the Singapore government shares how his company tailors solutions for firms in the region, as well as his experiences building up the Govtech Data Science team and leading key projects for the Smart Nation initiative.

Listen to our last episode here: bit.ly/FutureBasisAI Open / Comment

2021-05-08 04:00:02 Today marks the start of Phase 2 -- again. Many of us may be scrambling to rearrange dining plans, with social gatherings capped to 5 people, or preparing to work from home for the month ahead. Others might be disappointed that gyms will shut from today. What else will the reimposition of restrictions spell for the economy, workers and the various sectors? Our chief economist Selena Ling offers her thoughts in this short video.

bit.ly/Phase2Again Open / Comment

2021-05-07 13:15:02 How has Covid-19 made the role of human resources more important? Is working from home a permanent solution? In this episode, Wellian Wiranto speaks to ex-Singapore naval officer CheeTung Leong about how his experience laid the foundation for his start-up, EngageRocket. The firm uses cloud-based software to help leaders and organisations make better decision about hires and employees using real-time data.

Listen here: http://bit.ly/FutureEngageRocket Open / Comment

2021-05-07 04:00:01 The US Dollar did not get the memo - the consensus for 2021 was a weaker US Dollar, with a risk-on market environment expected to cap the Dollar's strength. But it has not played according to script. Why?

Our Head of Greater China Research, Tommy Xie, gives the lowdown in this Money FM 89.3 podcast.

Listen here!
http://bit.ly/USdollarUnderPressure2021 Open / Comment