OCBC Research Insights

2021-02-05 02:30:02 Temasek-linked companies are a popular choice in the SGD bond market - but why? In this podcast, our credit research analyst Ezien Hoo shares how our team defines such firms, as well as the key considerations when investing in the bonds they issue.

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

2021-01-25 13:00:04 During the Global Financial Crisis, housing prices crashed. So what made 2020 so different? In this podcast, our credit research analyst looks at the crazy rich who continued to have a fierce appetite for properties.

Find out what the popular locations are and his forecast for the year ahead here: bit.ly/SGPropertyBooming Open / Comment

2021-01-22 07:00:04 2020 was an interesting year for REITs - the largest REIT was created, and more REITs expanded overseas, aggressively. Travel restrictions and stay-home orders also affected various property types. For some, the pain might be brief but for others, it might be a while before they can recover, if at all. Our credit research analyst looks at the four main trends in this space - including the idea that "big gets bigger", with stronger REITs growing significantly.

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

2021-01-21 06:45:06 The winds of change in the USA have blown. With Joe Biden sworn in yesterday as 46th President of the United States of America, along with his proposed $1.9 trillion economic rescue package aimed at giving the pandemic-hit US economy a lift, what lies in store for the US and global economy? Our Executive Director of Investment Strategy, Vasu Menon, weighs in.

Read his views here in an exclusive commentary for CNA:
http://bit.ly/DemocratsEconomicGains Open / Comment

2021-01-05 13:29:05 Good evening! On the first MoneyFM PrimeTime of 2021, our chief economist, Selena Ling, shares how Singapore's economy contracted 5.8% yoy in 2020. No doubt the worst recession in Singapore recent history, there was a positive surprise as the last quarter of the year contracted less than expected at 3.8% yoy. Catch the podcast where Selena shares what surprised her in 2020 (for instance, how manufacturing remained a silver lining) and her take on government fiscal support.

Catch the clip here:
http://bit.ly/OCBCSgGDP2020 Open / Comment

2021-01-02 13:01:20 Good evening! What's in store for the Chinese yuan as 2021 ramps up? Our Head of Greater China Research, Tommy Xie, says there's positive news for the Chinese currency with strong economic growth and trade flows on the horizon. Find out what else he shared with CNBC about Chinese yuan appreciation in 2021.

Catch the clip here:
bit.ly/YuanAppreciate2021 Open / Comment

2020-12-24 04:30:03 As the festive Christmas season rolls around, who's got five golden rings in their stocking stash? That might be an expensive gift, with gold prices hitting an all time high this year. What else is brewing in the commodities space? Economist Howie Lee tells MoneyFM host, Rachel Kelly, what's in store for agriculture (no, the rally hasn't got anything to do with frenzied trips to the supermarket), oil, and precious metals.

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

2020-12-15 04:00:03 Our latest OCBC Financial Wellness Index survey revealed some hard truths: Singaporeans are not on track to retirement. In fact, 78% of Singaporeans underestimated the amount they would need for their ideal retirement by an average of 32%! Our Executive Director for Investment Strategy, Vasu Menon, sheds some light on the survey results, how Singaporeans can kick start financial planning, as well as how platforms like OCBC's Financial OneView, which shows customer's consolidated financial holdings, and OCBC Life Goals, which helps customers to visualise what they need for their retirement, can help close the gap and increase Singaporeans' financial wellness.

Listen to the podcast here:
bit.ly/OCBCFWI2020 Open / Comment

2020-12-11 12:15:01 OCBC Insights pinned «Tail Risks 2021: Vaccine haves and have-nots. Stepping into 2021, our economist, Wellian Wiranto, shares the potential tail risks presented by vaccine development. On the positive end, if we can find more “sweet spot” vaccines that are not just effective but…» Open / Comment

2020-12-04 13:58:08 Tail Risks 2021: Vaccine haves and have-nots. Stepping into 2021, our economist, Wellian Wiranto, shares the potential tail risks presented by vaccine development. On the positive end, if we can find more “sweet spot” vaccines that are not just effective but relatively easy to roll out in many developing countries, we would see a great upsurge in consumer and business confidence. On the flip side, if such vaccines are not readily available, a sharp dichotomy between the (vaccinated) rich world and (unvaccinated) others could have tremendous negative implications on market sentiment towards emerging markets in 2021.

Find out here:
bit.ly/Tailrisks2021

Spotify users: Follow us (https://sptfy.com/ocbc) to listen to this, and more podcasts. Open / Comment