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CXMT IPO Ignites Asia Market Momentum
In this episode, our host, Seng Yeow, opens with one of the biggest market events in Asia this week – the blockbuster IPO of Chinese DRAM maker, CXMT…
2 months, 2 weeks ago
From Chips to REITs: Finding Value in a Divergent Market
In this episode, our host, Seng Yeow, discusses the contradiction at the heart of last week's markets: strong TSMC earnings met with a sharp sell-off…
2 months, 3 weeks ago
Uncertainty is the upside
In this episode, our host and Head of Research, Thilan Wickramasinghe, shares Maybank's latest outlook for the Singapore market, explaining why the t…
3 months, 1 week ago
Looking Beyond the AI Bubble
In this episode, our host and Head of Research, Thilan Wickramasinghe, discusses how easing tensions between the US and Iran are helping stabilise gl…
3 months, 2 weeks ago
From Fed Shifts to AI Bets: Navigating the Next Market Regime
In this episode, our host Seng Yeow, explores whether global markets are entering a new monetary regime as investors reassess the outlook for interes…
3 months, 3 weeks ago
From Hormuz to the World Cup: Finding Market Winners
In this episode, our host and Head of Research, Thilan Wickramasinghe, discusses how optimism surrounding a US-Iran peace deal and the reopening of t…
3 months, 4 weeks ago
Between China and the US, Who Really is Winning the AI Race
With China and the US taking two fundamentally different approaches towards developing their AI ecosystems, there is a growing camp that believes tha…
3 months, 4 weeks ago
Looking Closer to Home: ASEAN Opportunities in a Volatile World
In this episode, our host and Head of Research, Thilan Wickramasinghe, discusses how weakness in US technology stocks, renewed Middle East tensions a…
4 months ago
Singapore’s AI and Oil Momentum: Key Stock Opportunities
In this episode, our host and Head of Research, Thilan Wickramasinghe, discusses how improving sentiment surrounding a potential US-Iran agreement to…
4 months, 2 weeks ago
Holding Strong: Sea Ltd's Earnings, Safe Haven Flows and Singapore Airlines
In this episode, our host Ong Seng Yeow, discusses how renewed safe haven demand and shifting global capital flows are influencing Asian markets, eve…
4 months, 3 weeks ago