13 November 2024
Bigger Picture: Asian markets take a breather as "Trump trades" fade
Martin Hennecke, Head of Asia Investment Advisory, St. James’s Place discusses how investors should position themselves for the coming months as markets price in the potential implications of tariffs and trade policies by President-elect Donald Trump. He also discusses the impact of a strong US dollar on Asia.
Produced/Presented: Ryan Huang

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24 September 2024
Bigger Picture: Chinese economy and stock market negatively correlated
Martin Hennecke, Head of Asia Investment Advisory, St James's Place discusses the significance of China's latest rate cut, and how investors should note that news around its economy typically has a negative correlation to the stock market.
Produced/Presented: Ryan Huang

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30 July 2024
Bigger Picture: Yen carry trade unwinding?
Martin Hennecke, Head of Asia Investment Advisory, St. James’s Placediscusses how the recent strengthening of the Japanese yen is affecting the popular USDJPY carry trade. He also looks at how attractive Chinese markets are against a backdrop of mixed economic data.
Produced/Presented: Ryan Huang

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7 October 2022
Market View: An overview of latest factory activity data, inflation figures out of Asia, and economic outlook
Within Asia, we saw inflation reports out of major economies such as Indonesia, South Korea, Japan and Thailand. More notably, core consumer prices in Tokyo, a leading indicator of nationwide inflation, hit 2.8% in September from a month ago, marking the biggest gain since 2014. And speaking of inflation, analysts seem to observe an interesting correlation repeatedly occurring in the markets. Whenever reported inflation figures pose a surprise on the upside, any assets that typically protect from inflation such as property, commodities, equities are being sold off. On Market View, Prime Time’s finance presenter Chua Tian Tian found out more about the phenomenon and what’s to come in Asia from Martin W. Hennecke, Head of Asia Investment Advisory at St. James’ Place (SJP).

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19 August 2022
Money in the Market: When can investors get the best returns?
Special purpose acquisition companies surged in popularity in 2020. But - today, SPAC deals are down by nearly 50%, with major banks announcing that they would tone down, if not exit, their involvement in the long term. Rachel Kelly speaks to Martin W. Hennecke, Head of Asia Investment Advisory, St. James’s Place to discuss where the next value opportunity is for investors.

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31 May 2022
Bigger Picture: Where investors should hide
Martin Hennecke, Head of Asia Investment Advisory, St James’s Place discusses whether inflation has peaked and outlines prospects for overlooked geographies, such as Japanese and Chinese equities, as well as the benefits of equities as an asset class against inflationary risks.

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25 January 2021
Market View: What the Biden Administration Will Mean for Asia-Pacific Markets
It's been 5 days since the President Joe Biden was sworn into the White House, and investors have begun asking what the new administration will mean for markets in the Asia-Pacific. Martin Hennecke, Asia Investment Director at St James' Place, joined us on Prime Time, to discuss what they're expecting in the next 4 years, along with their economic and market outlook for Singapore.

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4 March 2019
Investment Outlook: St James’s Place
Martin Hennecke, Asia Investment Director, St James’s Place Wealth Management shares his investment outlook for the year, and whether political tensions are top of his clients' concerns.

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