Episode Details

Find out what could be possible scenarios over the coming months.

Synopsis: Every third Monday of the month, hosts Lee Su Shyan and Ven Sreenivasan - both associate editors at The Straits Times - offer you an extra edge in managing your hard-earned money.

In this episode, Ven discusses with Vasu Menon, executive director for investment strategy at OCBC Bank, the investment outlook for the second half of 2023 and beyond, and how investors can navigate the current uncertainties and turbulent markets.

Highlights (click/tap above):

1:34 Markets have done quite nicely during the first half despite anxieties over interest rates, inflation and a potential recession. Why?

3:12 Looking ahead into the second half of this year where are leading economies and markets headed?

4:49 How do geopolitical concerns and issues feed into the market?

6:19 With the issue of the debt ceiling out of the way, can investors now turn positive on the outlook and start investing with greater confidence?

10:12 What are the key investment themes, going into the second half?

14:11 Could markets surprise all of us and stage a strong rebound in the next 12 to 18 months?

Produced by: Ven Sreenivasan (ven@sph.com.sg), Ernest Luis, Teo Tong Kai and Paxton Pang

Edited by: Teo Tong Kai

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