Podcast Episodes
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Stronger Than Expected: OCBC, Singapore Tech and Market Catalysts
In this episode, our host and Head of Research, Thilan Wickramasinghe, discusses how renewed uncertainty surrounding US-Iran peace negotiations is we…
5 months ago
Markets Rebound: Commodities, DBS and New BUY Calls
In this episode, our host and Head of Research, Thilan Wickramasinghe, discusses how improving sentiment following US efforts to reopen the Straits o…
5 months, 1 week ago
A More Hopeful Start: Banks, REITs and Standout Stock Ideas
In this episode, our host and Head of Research, Thilan Wickramasinghe, discusses how improving sentiment following reports of a potential reopening o…
5 months, 2 weeks ago
Policy Tightening and Oil Risks: REITs, Grab and Bank Outlook
In this episode, our host Ong Seng Yeow examines how MAS’s first policy tightening since 2022, persistent oil-driven inflation risks and a resilient …
5 months, 3 weeks ago
Niche Value in Uncertain Markets: Energy, Gold and Hidden Winners
In this episode, our host and Head of Research, Thilan Wickramasinghe, discusses how escalating Middle East tensions and rising oil prices are reinfo…
5 months, 4 weeks ago
The Oil Shock Playbook: Energy Transition, Banks and CPO Upside
In this episode, our host and Head of Research, Thilan Wickramasinghe, discusses how the ongoing oil shock and rising geopolitical tensions are resha…
6 months ago
Rising Oil, Rising Risks: ASEAN Strategy and O&G Opportunities
In this episode, our host and Head of Research, Thilan Wickramasinghe, discusses how escalating tensions in the Middle East and rising oil prices are…
6 months, 1 week ago
Markets Under Pressure: Oil, Conflict and Investment Strategy
In this episode, our host and Head of Research, Thilan Wickramasinghe, examines how the Iran conflict, now in its fourth week is keeping oil prices a…
6 months, 2 weeks ago
Defence, REITs and Resilient Stocks in Uncertain Times
In this episode, our host and Head of Research, Thilan Wickramasinghe, examines how the escalating Middle East conflict is driving higher oil prices,…
6 months, 3 weeks ago
Dominance of China's EV Supply Chain
This episode is a deep dive into the real power shifts in China's EV supply chain and how competitive forces are shaping up in the battery chemistry …
10 months, 1 week ago