1 October 2024
Bigger Picture: China, Japan markets to set tone for Q4
Christopher Wong, South East Asia Portfolio Strategist, at Fidelity International discusses the top investment themes for Q4, including why China and Japan markets are top of the list to watch. He also shares what investors should rotate out of and how to reposition their portfolios.
Produced/Presented: Ryan Huang

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5 September 2024
Bigger Picture: How might Asian markets react to key US employment data?
Yeap Jun Rong converses with Christopher Wong, Client Portfolio Strategist, South East Asia at Fidelity International about how a likely September rate cut by the Fed will impact Southeast Asian markets; implications for the region's central banks; Asian currencies that may perform well through the rest of 2024; and expectations for Friday's US non-farm payroll data.
Presented & Produced by Yeap Jung Rong
Edited by Emaad Akhtar

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22 March 2024
Bigger Picture: The FOMC Afterglow
Asian markets exploded to the upside for most of this week after the Federal Reserve maintained its forecast for three rate cuts this year, while holding rates at 5.25%-5.5% in its latest meeting.
How much of this momentum is the afterglow from that FOMC meeting?
Sean Cheong discussed this with Christopher Wong, Client Portfolio Strategist, South East Asia, Fidelity International.
Presented by Sean Cheong
Edited by Emaad Akhtar

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3 November 2023
Bigger Picture: After Fed holds steady on rates, will Asian central banks follow suit?
Christopher Wong, South East Asia Portfolio Strategist, Fidelity International shares his thoughts on what the latest signals from the FOMC mean for Asian central banks. After the Fed paused an interest rate hike, he weighs in on the outlook for the US Dollar, its strength, and the impact it will have on Asian equity markets and currencies.
Presented by Ryan Huang
Podcast edited by Audrey Siek (audreysk@sph.com.sg)

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5 May 2023
Bigger Picture: Impact of Fed rate hikes on Asia
Christopher Wong, Client Portfolio Strategist, South East Asia, Fidelity International, discusses why Asian markets have been relatively more resilient in the wake of the FOMC's latest rate hike, which saw US markets down for a fourth straight session. He also talks about the more attractive Asian currencies in the coming year.

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15 February 2023
Bigger Picture: Tough year ahead, but turnaround expected in 2nd half
Christopher Wong, South East Asia Portfolio Strategist, at Fidelity International discusses why he sees light at the end of the tunnel in the later half of the year, even as companies enter 2023, with higher prices and higher interest rates.

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23 September 2022
Bigger Picture: Asian currencies under pressure from Fed
Christopher Wong, South East Asia Portfolio Strategist, at Fidelity International assesses the impact of the Fed's latest 75bps rate hike on Asian markets.

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29 July 2022
Bigger Picture: US Q2 GDP shrinks 2nd quarter in a row
Christopher Wong, South East Asia Portfolio Strategist, at Fidelity International, discusses whether the US economy is indeed in a recession amid strong labour market data, and explores the implications of the Fed's rate hike for ASEAN markets.

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31 August 2021
Bigger Picture: Asian currencies outlook amid China slowdown risks
Christopher Wong, Client Portfolio Manager, Southeast Asia, Fidelity International, talks about how to ride the impact of China's regulatory crackdown and what to expect in the country's growth trajectory.

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12 May 2021
Bigger Picture: Where should investors position themselves in Asia?
First quarter earnings have been coming in thick and fast over recent weeks! Here in Singapore, banks kicked off the year with a solid quarter that beat analyst expectations on stronger fee income and lower credit costs, following a pandemic-struck 2020. So on the back of this, where should investors position themselves in Asia? On The Bigger Picture, Christopher Wong, Portfolio Strategist, South East Asia, Fidelity International gives his analysis.

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3 March 2021
Bigger Picture: China warns of bubbles forming in markets & property
Christopher Wong, Client Portfolio Strategist, South East Asia, Fidelity International discusses the risks of bubbles in the markets forming and how investors should position for growth and safety.

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