83 episodes

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    • Business

This is a service by OCBC Bank to keep you informed about and stay ahead of the trends and developments affecting the economy and markets.

Any content posted on this channel is solely for information purposes only and should not be construed as an offer or solicitation for the subscription, purchase or sale of the securities/instruments mentioned. No warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of the recipient or any class of persons acting on such information, opinion or estimate.

    Singapore Mid-Year 2020 Credit Outlook: Staying Defensive (Andrew Wong)

    Singapore Mid-Year 2020 Credit Outlook: Staying Defensive (Andrew Wong)

    Heading into 2H2020, significant risks and opportunities abound. Defaults globally are expected to rise and in the SGD market, an issuer has just missed the payment of a bond upon maturity. Interest rates pinned to the floor with an uncertain outlook may turn perpetuals into fodder to buffer balance sheets, as evidenced by the non-call of ARTSP 3.065%-PERP. Although credit spreads have widened significantly even for fundamentally sound issuers. unpredictability with the pandemic leads us to recommend investors stay defensive and in high quality credits. As part of a diverse basket however, we think it is opportune for investors to expand beyond the highest grades to consider also Neutral (4) Issuer Profile names under our profile with the worst of the credit crunch likely behind us.

    • 4 min
    After the Storm: What would help or hinder Malaysia’s economic recovery prospects? (Wellian Wiranto)

    After the Storm: What would help or hinder Malaysia’s economic recovery prospects? (Wellian Wiranto)

    Malaysia’s stringent MCO restriction orders have helped keep COVID-19 case numbers under control. It can now shift the focus towards economic recovery. The tentative reopening of the global economy should help its export-dependent sectors - so would the quiet pickup in global oil prices. Still, it will not be an all-clear second half of 2020 for Malaysia, partly because of the fractured political landscape.

    • 7 min
    2H2020 Outlook: Gazing into the Crystal Ball (Selena Ling)

    2H2020 Outlook: Gazing into the Crystal Ball (Selena Ling)

    Here are three key questions to which investors are seeking answers:

    1. Is the worst over for the global economy?
    2. Is this market rally sustainable?
    3. Should one be concerned that policy makers are adopting a “whatever it takes” approach to the Covid-19 pandemic?

    Come find out the answers in this podcast by our chief economist, Selena Ling. 

    • 5 min
    Down but not out: Can Indonesia escape a recession?

    Down but not out: Can Indonesia escape a recession?

    With the authorities busy slashing their growth forecasts, there are concerns that Indonesia might be suffering a recession for the first time since the Asian Financial Crisis. Our economist Wellian Wiranto thinks there is hope that it can avoid that fate, but a lot still hinges on whether Indonesia can tackle the latest uptick in coronavirus cases.

    • 8 min
    Is Privatisation Good for Bondholders? (Wong Hong Wei)

    Is Privatisation Good for Bondholders? (Wong Hong Wei)

    The likes of Breadtalk and Perennial have either delisted or are looking to privatise, joining the ranks of NOL, CWT and Global Logistics Properties. But when shares are delisted, what happens to the bonds?

    In this podcast, credit research analyst Wong Hong Wei answers the following questions:

    Why do companies privatise?
    What are the repercussions for bondholders?
    Which area should you pay attention to if you are a bondholder?

    • 10 min
    The Resilience of the Regional Electronics Supply Chain (Howie Lee)

    The Resilience of the Regional Electronics Supply Chain (Howie Lee)

    The electronics supply chain has proven resilient thus far, even in the face of Covid-19. Why is this the case and how will it impact the economies that produce them? 

    • 4 min

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