28 November 2024
Bigger Picture: How will Asia fare with Trump's tariff threats?
Over the past days, we have heard Trump’s tariff threat on Canada, Mexico and China. Should we still look towards Asia amid these trade uncertainties? Plus, which Asian economies or markets may stand to benefit most from continued tariffs on Chinese goods?
Homin Lee, Senior Macro Strategist, Lombard Odier joins Junrong.
Produced and presented by Yeap Junrong

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24 October 2024
Bigger Picture: Weighing investment opportunities in Japan vs India vs China
Homin Lee, Senior Macro Strategist at Lombard Odier discusses why he is still overweight on Japan in his equity allocation and what is in store for India as well as China market.
Produced/Presented: Ryan Huang

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22 August 2024
Bigger Picture: How will the expected US rate cut affect Asian markets?
When it comes to the Fed, the debate is not about whether policymakers will cut rates in September, but is about how much they will cut.
Homin Lee, Senior Macro Strategist, Lombard Odier, shares his views on how the rate cut would affect Asian markets, and how investors should position themselves in the region.
Presented and produced by Yeap Junrong

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22 March 2024
Money in the Market: What could go wrong in markets this year?
Global equity markets are hovering around new all time highs. But what could go wrong? What could cause big disruptions in the market this year? That’s the question investors have in the back of their minds. And Lombard Odier has outlined eight key risks surrounding markets in their latest report. On Money in the Market, Hongbin Jeong speaks to Homin Lee, Senior Macro Strategist, Lombard Odier to find out what these risks are and how investors can safeguard their investments and capitalise on the opportunities in the current landscape.

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7 December 2023
Money in the Market: What’s the implications of a potential rate cut on Asian markets?
Concerns over a Chinese economic slowdown and the Bank of Japan's probable shift in monetary policy have cast a shadow over sentiments in the Asia-Pacific market environment. Meanwhile, global markets are anticipating US employment statistics in order to determine the Federal Reserve's stance on interest rates. How may a rate drop in 2024 affect Asian markets? And how should investors place their portfolios strategically? On Money in the Market, Willie Keng speaks to Homin Lee, Senior Macro Strategist at Lombard Odier, about its outlook.

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12 January 2023
Money in the Market: Will India achieve its dream of becoming a $10 trillion economy?
India’s economy is navigating a path of recovery amid increased global macro-financial risks and highly uncertain outlook. Its economy likely expanded by 7% in 2022, maintaining its status as one of the fastest growing major economies. On Money in the Market, Hongbin Jeong speaks to Homin Lee, Asia Macro Strategist at Lombard Odier for a closer look on the outlook of the Indian economy in 2023.

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