WEEKLY PODCAST ON GLOBAL MARKETS AND INVESTING
CIO Weekly Podcast: Connect every Monday morning to stay updated on what happened in the global and Asian markets last week and what to expect next.
THIS WEEK'S PODCAST: China markets: Investor sentiment suffering from a multiple-whammy
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Vaccine boosters to boost the healthcare sector?
Amid talk of vaccine efficacy and booster shots, Grace Tam outlines the key drivers of COVID-19 vaccine stocks.
China: Bad news is good news?
Despite regulatory challenges for China's growth sectors, some encouraging signs are emerging; this presents opportunities for both short- and long-term investors.
Powell Hits a Hole in One at Jackson Hole
Prashant Bhayani discusses Fed Chair Jerome Powell's Jackson Hole speech and how all eyes will be on the pace of non-farm payroll growth in the coming months.
To Taper or Not to Taper that is the Question…
Can Gold Help You Win a Gold Medal for your Portfolio?
Why it is key to consider gold as a portfolio hedge as well as a long-term alpha generator for your portfolio.
ECB Lower for Longer: Moving From Outlook to Outcome based Policy
Prashant Bhayani discusses the implications of the European Central Bank's recent signalling of a shift away from outlook to an outcome-based policy.
How much will China policy ease?
Prashant Bhayani discusses the outlook for interest rate cuts in H2 in light of China's slow domestic demand recovery and growth headwinds.
Is the Reflation Story Over?
Prashant Bhayani explains the reasons for the rally in long-term yields and why it is important to have both cyclical and defensive exposure in your portfolio.
After a 31% rise since end-Oct 2020, are global equities simply too expensive?
After a 31% rise since end-October 2020, what happens to global equity markets when earnings momentum peaks? Prashant Bhayani explains.
How to Outperform: Is SRI/ESG Performance Sustainable?
Prashant Bhayani believes SRI/ESG is an alpha factor to add to any investment portfolio and explains how to build portfolios around this broader megatrend.
Finally a Corporate Capex Pickup?
Prashant Bhayani discusses the acceleration in corporate capital expenditure and government-led investment #spending in the US this year.
Don’t say Sayanora to Japanese Equities
Prashant Bhayani lists four key reasons why investors’ should capitalise on the underperformance and build exposure in Japanese equities.
How “Transitory” is Transitory Inflation? Inflation proof your portfolio
Prashant Bhayani discusses inflation expectations and how to inflation-proof your investment portfolio.
Onshore China Equities: Best Week in 3 months, the Start of a Trend?
Rising Appeal of China Stocks: As China onshore equities post the best week in three months, Prashant Bhayani explains why this could be the start of a trend that may last well into 2021.
Vaccinate your Portfolio by Adding the Defensive, Healthcare Sector
AUD: Not Down Under!
The Australian Dollar has been rallying, rising nearly 20% in the past year. But where does it go from here? Prashant Bhayani explains.
Payrolls Missed! Should I be Miffed?
Prashant Bhayani discusses the US non-farm payrolls data sharply missing estimates and its implications on the markets.
Should We Sell in May and Go Away? Or is There Another Way?
While the S&P 500 is seasonally weaker from May to October, Prashant Bhayani says that returns are on average positive. He advises staying the course.