OCBC Research Insights

2021-04-02 06:30:14 In our third episode of Back to the Future, we hear from Jonathan Ng of SinFooTech, the Singapore start-up that turns tofu by-products to alcohol. Find out how he started his entrepreneurial journey selling exotic pets, as well as his thoughts on the pros and cons of starting start-ups in Singapore compared to other countries.

The podcast on Spotify here: bit.ly/FutureSinFooTech Open / Comment

2021-04-01 14:00:18 CapitaLand is undergoing major restructuring - it will be taken private and a new CapitaLand Investments Management will be set up as a separately listed entity. Shareholders have rejoiced, but what about CapitaLand bondholders and perp holders? What would happen to CapitaLand sponsored REITs?

Find out more here: bit.ly/CapitaLandEvolving Open / Comment

2021-04-01 12:31:12 Can the Singapore market overtake its peers in 2021?
The Singapore market floundered in 2020, but 2021 has taken a positive turn as investors switched from growth to value stocks. Will the good run continue? Carmen Lee, our Head of OCBC Investment Research and an OCBC Wealth Panel member, shares her thoughts in this new podcast series on Money FM 89.3 - Wealth Insights with the OCBC Wealth Panel.

Listen here: bit.ly/ValueStocksBackInFocus Open / Comment

2021-03-26 13:00:31 This week, Wellian Wiranto speaks to Steve Piro of Synergy, which retrofits buildings across Indonesia to cut electricity consumption. Find out how the American does business in Indonesia, the difficulties of going green, and how you can save on your electricity bills at home.

The podcast here: bit.ly/FutureSynergy Open / Comment

2021-03-23 12:31:07 Check out Wealth Insights by the OCBC Wealth Panel, a new podcast series in collaboration with Money FM 89.3 featuring insights on wealth management and investment topics from OCBC experts. In this first episode, Executive Director of Investment Strategy, Vasu Menon, tells us why tech stocks and equities are not to be scoffed at.

Listen here:
bit.ly/EquityMarketsTechStocks Open / Comment

2021-03-19 07:00:13 In this new podcast series, Back to the Future, economist Wellian Wiranto speaks to start-ups revving to go in the post-pandemic world. Our first episode is a chat with Abraham Viktor, the co-founder and CEO of Hangry, the Indonesian "cloud kitchen" start-up. Hear how he gets ideas for his businesses, his challenges and plans post-Covid, and what opportunities Indonesia holds for those who dare to venture out.

Listen to the podcast here:
bit.ly/BacktotheFutureHangry

Subscribe on Spotify here: bit.ly/FutureHangry Open / Comment

2021-03-01 11:00:07 How does the yield environment affect the US Dollar? Our FX specialist Terence Wu looks at how the pass-through from the yield environment to the US Dollar is currently very diffused, with different elements pulling the Dollar in different directions. He argues, however, that it is likely to evolve into a net-positive for the US Dollar in the medium-term.

Listen to the podcast here:
bit.ly/USDxYield Open / Comment

2021-02-25 06:45:03 Malaysia disappointed observers with its lower-than-expected 4Q20 GDP figures, and the worry now is that its economic recovery may be hampered by continued uncertainties. Listen to our economist Wellian Wiranto, who went on Money FM on Wednesday, to find out about the weak links and where there are signs of optimism.

Listen to the podcast here: bit.ly/UncertainOutlookMsia Open / Comment

2021-02-15 13:25:03 Singapore did surprisingly better than expected in the last quarter of 2020, with the manufacturing sector leading most of the improvement. Find out what our chief economist Selena Ling makes of the latest figures, her prospects for 2021, and what this could spell for the Budget on Tuesday.

Listen to the podcast here: bit.ly/SG4Q20GDP Open / Comment

2021-02-11 11:02:25 For a variety of reasons, both positive and negative, banks became the shock absorbers for the global economy in a tough 2020. But how will 2021 pan out for these financial institutions? Our credit research analyst Andrew Wong argues that we will see better quality credits in the financial institutions space and their bank capital instruments, thanks to stable and solid capital buffers. Also, government support is no longer hypothetical, as they have addressed both liquidity and solvency risks.

Listen to the podcast here: bit.ly/FIsShockAbsorbers Open / Comment