OCBC Research Insights

2020-11-26 04:00:03 With Covid-19 vaccines promising brighter days ahead for the global economy, there remains many question marks over the vaccines' efficacy and side effects. Our Executive Director of Investment Strategy, Vasu Menon, penned an exclusive commentary for The Straits Times highlighting how investors shouldn't miss the forest for the trees when it comes to market volatility. What are investors to do in such a volatile climate?

Find out in the ST commentary here:
bit.ly/Vaccinesboosteconomy Open / Comment

2020-11-18 04:00:03 2020 saw a slew of retail casualties including retail giant, Robinsons, recently. Are retail REITs at risk of tenants ceasing business? Who is most exposed? While we have seen accelerated growth in online sales, it is not end of physical stores in Singapore, says Credit Research Analyst Seow Zhi Qi. Can retail malls survive in a post-pandemic Singapore that has seen a rise in online sales?

Find out here:
bit.ly/RetailReitsSingapore

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2020-11-17 13:00:05 The rotation of funds from growth to value has begun with the recent breakthroughs in Covid-19 vaccines. In this episode of Commodities Tuesday, our economist, Howie Lee, tell us why he sees value in the energy sector, especially crude oil, which will be a major beneficiary of global trends including China's recent industrial output.

Find out why crude oil will be the stand out performer in the commodities space:

bit.ly/CommoditiesTuesday171120

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2020-11-11 07:00:04 Polls and market predictions had earlier pointed to a Biden win, and now that it's happened, how have the markets responded? Our Head of Wealth Advisory, Kelvin Goh, tells Money FM's Rachel Kelly his thoughts on what a Biden win means for American businesses, Europe and Asia, and how investors should respond.

Catch the conversation at this Money FM podcast:

bit.ly/BidenWinMarketsMoneyFM Open / Comment

2020-11-11 04:00:03 Off the back of a nail-biting US presidential election, which Biden has emerged as President-elect, our chief economist, Selena Ling, shares what lies ahead for the rest of 2020 - including the US bond market, China's 14th Five Year Plan and 2035 vision, and crude oil market. She also shares her interest rate forecasts for November.

Find out what they are at this link:

bit.ly/Nov2020InterestRateForecast Open / Comment

2020-11-04 06:45:04 Retail gas sales of natural gas underpin the earnings of China-focused ENN, who sells natural gas to the residential, commercial, industrial and vehicle refuelling markets. As policies continue to prioritise the development of natural gas as a way for China to reduce its reliance on coal, our Credit Research Analyst, Ezien Hoo, weighs the merits and risks of investing in this USD bond issuer.

Find out about ENN Energy in this podcast:

bit.ly/ENNEnergy

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2020-10-29 07:00:04 Our analysts, Wellian Wiranto and Tommy Xie, tackle basic questions about the 2020 US Presidential Elections, how Trump and Biden differ, why the US and China don't get along, and what speaks to their stomachs.

Catch them in action here:

bit.ly/OCBC2Analysts1Hat Open / Comment

2020-10-28 04:00:02 On Prime Time Money FM 89.3, our economist, Howie Lee, discusses Thailand's economic outlook with host, Rachel Kelly, and Michael Montesano from the ISEAS-Yusof Ishak Institute. Given the curveball the escalating protests have thrown its way following the Covid-19 pandemic, find out what the current situation means for Thailand's economic outlook.

Catch the conversation here:

bit.ly/ThailandDevelopments27Oct20 Open / Comment

2020-10-26 04:00:03 A Biden win of the US Presidential elections is looking increasingly likely. What does that spell for the markets? How will that impact taxes in the US, and would that have an impact on the economy? Our Head of Wealth Advisory, Kelvin Goh, explores how a 'blue wave' this November could impact everything from trade to politics.

Catch his views on OCBC Insights here:
bit.ly/Bluewaveimpact Open / Comment

2020-10-23 13:15:05 Are you hungry? In this podcast, we focus on Singapore's favourite past-time: Food. Serving Chicken Joy fried chicken, Cheesy Yumburger and Spaghetti laced with sweet sauce, the company which is also the fast food champion of the Philippines has captured the hearts of families, individuals and our credit research analyst, Wong Hong Wei. This company also operates brands such as Tim Ho Wan, Coffee Bean and Tea Leaf and Burger King. While the outbreak of COVID-19 has invariably impacted sales, can the company bounce back?

Whet your appetite with this podcast here:
bit.ly/FastFoodChampion

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