18 December 2024
Market View: Last look at Fed rate expectations, Will Trump be a “Deal Maker-in-Chief” or a global “Tariff Man”?; Honda Motor and Nissan Motor reportedly to enter merger talks; Sembcorp Industry’s new India project and more
Singapore stocks started trading in negative territory this morning, mirroring overnight losses in global markets.
The Straits Times Index (STI) opened 0.2 per cent lower at 3,793.77 points after 18.9 million securities changed hands in the broader market.
In terms of companies to watch for today, we have Sembcorp Industries, after the company’s renewables subsidiary Sembcorp Green Infra was awarded a build-own-operate project by India’s public sector company, the Solar Energy Corporation of India.
Elsewhere, from a last look at expectations ahead of the US Federal Reserve’s December rate decision, to how Japanese giants Honda Motor and Nissan Motor are reportedly said to enter merger talks to better compete against other electric vehicle makers – more international and corporate headlines remain in focus.
On Market View, The Evening Runway’s finance presenter Chua Tian Tian unpacked the developments with Jeremy Tan, CEO, Tiger Fund Management.

Download this podcast.

Listen To His Previous Podcasts:

26 November 2024
Market View: Trump vows to slap 10% tariffs on China, 25% tariffs on Mexico and Canada; Asian markets’ reactions; Qualcomm’s interest to buy Intel reportedly cooled; Singapore’s factory output up 1.2% yoy in Oct and more
Singapore stocks were trading lower today, after US president-elect Donald Trump said he would impose an extra 10 per cent tariff on Chinese goods.
As at noon, the Straits Times Index (STI) was down 0.3 per cent to 3,720.24 points after 645.8 million securities changed hands in the broader market.
In terms of companies to watch for today, we have Sats, because the in-flight caterer and ground handler intends to divest 49 per cent of its interest in its Saudi Arabia cargo-handling subsidiary for S$52.6 million to a private limited company incorporated in the kingdom.
Elsewhere, from more on Trump’s proposed tariffs on the US’ trading partners, to how Qualcomm’s interest in purchasing Intel has reportedly cooled – more international and corporate headlines remain in focus.
On Market View, The Evening Runway’s finance presenter Chua Tian Tian unpacked the developments with Jeremy Tan, CEO, Tiger Fund Management.

Download this podcast.

28 August 2024
Market View: Keppel Infrastructure Trust’s S$200M private placement; Wing Tai’s net loss widens to S$99.2M; Alibaba’s impending inclusion in Stock Connect; Seven & i seeks government protection after US$38 billion approach; Last look at Nvidia and CrowdStrike before earnings; Gold prices near record high
Singapore shares started trading in negative territory today despite overnight gains in global markets.
The Straits Times Index (STI) opened 0.1 per cent lower at 3,396.82 points after 25.9 million securities changed hands in the broader market.
In terms of companies to watch for today, we have Wing Tai, after the property developer widened its net loss for the second half ended June to S$99.2 million, from S$50 million in the year-earlier period.
Elsewhere from a last look at chip giant Nvidia before its earnings release later in the trading day, to how the NASDAQ is seeking the green light from regulators to launch and trade options on a Bitcoin index, more corporate and international headlines remain in focus.
On Market View, The Evening Runway’s finance presenter Chua Tian Tian unpacked the developments with Jeremy Tan, CEO, Tiger Fund Management.

Download this podcast.

28 May 2024
Market View: Seatrium net order book of S$25.8B; Boustead Singapore’s H2 net profit up 64%, China’s investment fund for semiconductor, Expectations on US PCE, Eurozone inflation numbers and more
Singapore shares started the day on a stronger note, following European stocks’ overnight gains.
In early trade, the Straits Times Index (STI) rose 0.3 per cent to 3,327.47 points after 41.8 million securities changed hands in the broader market.
In terms of companies to watch for today, we have  Seatrium, after the offshore and marine group achieved a current net order book of S$25.8 billion.
Elsewhere from more on Boustead Singapore’s earnings to how China came up with a third fund totalling US$47.5 billion to boost its semiconductor sector, more corporate and international headlines remain in focus.
On Market View, The Evening Runway’s finance presenter Chua Tian Tian unpacked the developments with Jeremy Tan, CEO, Tiger Fund Management.

Download this podcast.

27 March 2024
Market View: EU Digital Markets Act vs Apple, Google and Meta; McDonald to sell Krispy Kreme Doughnuts; Universal Music Group struck distribution deal with rights to Kpop Group BTS; Changes in UOB’s management; Yen slides to weakest level in ~34 years; Cordlife’s requisition notice from TransGlobal Real Estate Group, CFO arrested
Singapore stocks advanced at the opening bell this morning, following higher-than-expected growth in the city-state’s February factory output.
If you recall, data released by the Economic Development Board yesterday showed that Singapore’s factory output grew 3.8 per cent in February, exceeding private-sector economist estimates of 0.5 per cent.
In early trade, the Straits Times Index (STI) gained 0.5 per cent to 3,248.70 points after 34.8 million securities changed hands in the broader market.
In terms of companies to watch for today, we have UOB after the group announced two new appointments to its management team yesterday.
Elsewhere, from more updates on Cordlife to the EU’s probe into Apple Google and Meta – more corporate and international headlines are in focus today.
Also on deck – Universal Music, BTS, McDonald’s and Krispy Kreme!
On Market View, The Evening Runway’s finance presenter Chua Tian Tian unpacked the developments with Jeremy Tan, CEO, Tiger Fund Management.

Download this podcast.

21 February 2024
Market View: SIA’s Q3 performance disappoints; Sasseur Reit’s Q4 DPU up 8.7% you, First Sponsor’s profits down 96.8%; Asian markets down, investors awaiting Nvidia earnings; FOMC minutes expectations; Banks overhaul, CitiGroup lifts CEO Jane Fraser’s pay by 6%
Singapore stocks fell this morning, tracking overnight losses in global markets.
In early trade, the Straits Times Index (STI) fell 0.6 per cent to 3,225.84 points after 40 million securities changed hands in the broader market.
In terms of companies to watch for today, we have Singapore Airlines. The national carrier recorded a net profit of S$659 million for the third quarter ended Dec 31, 2023, rising 4.9 per cent from S$628 million in the corresponding year-earlier period.
Elsewhere, from expectations on the US Fed’s minutes to CitiGroup lifting CEO Jane Fraser’s pay by about 6 per cent to US$26 million as she overhauls the banking giant – more international headlines are in focus.
On Market View, The Evening Runway’s finance presenter Chua Tian Tian unpacked the developments with Jeremy Tan, CEO, Tiger Fund Management.

Download this podcast.

23 January 2024
Market View: US$38 trillion gap between US and China stocks; India’s stock market overtakes Hong Kong for the first time; BOJ holds negative rates; Singapore’s headline inflation for 2023 at 4.8% yoy; Frasers Centrepoint Trust, S-Reits outlook; Cordlife, Seatrium
Singapore shares climbed at market open today after global equities ended higher overnight.
In early trade, the Straits Times Index (STI) rose 0.2 per cent to 3,154.90 points after 63 million securities changed hands in the broader market.
In terms of companies to watch for today, Frasers Centrepoint Trust (J69U):
The committed occupancy of the trust’s retail portfolio was 99.9 per cent for the first quarter ended Dec 31, 2023.
Elsewhere, from Singapore’s inflation numbers for 2023 to the Bank of Japan holding its monetary policy settings, more regional and international headlines are in focus. Also on deck – how India’s stock market overtook Hong Kong for the first time.
On Market View, The Evening Runway’s finance presenter Chua Tian Tian unpacked the developments with Jeremy Tan, CEO, Tiger Fund Management.

Download this podcast.

28 November 2023
Market View: Trio of local banks to allow customers to ‘lock up savings’ for in-person withdrawals only; Sembcorp Industries’ agreements to acquire wind assets for S$200m; China’s central bank to press banks to lower real lending rates; Expectations on US PCE price index, GDP, consumer confidence; 10-year US Treasury yields slips to 4.4%
Singapore stocks opened weaker today, following overnight losses on global markets.
In early trade, the Straits Times Index (STI) headed down 0.2 per cent to 3,079.31 points after 50.7 million securities changed hands in the broader market.
In terms of companies to watch today, we have Sembcorp Industries, after the energy group yesterday announced two separate agreements to acquire wind assets in China and India for a total consideration of S$200 million.
Elsewhere from more on the banking sector in Singapore and Sats filing notice of three straight years of losses, more corporate headlines remain in focus.
Also on the table today – economic data points to watch out for in the US this week including the latest PCE price index numbers.
On Market View, The Evening Runway’s finance presenter Chua Tian Tian sat down with Jeremy Tan, Chief Executive Officer (CEO) of Tiger Fund Management for more.

Download this podcast.

31 October 2023
Market View: Samudera Shipping Line on Q3 earnings; BoJ loosened grip on long term rates; Boom in weight loss drugs and impact on McDonalds, Krispy Kreme; Fed Interest Rate Expectations; Malaysia PM Anwar on decoupling MYR from the USD
Singapore shares opened higher today, tracking overnight gains in the US and Europe.
In early trade, the Straits Times Index (STI) headed up 0.6 per cent to 3,083.78 points after 66.1 million securities changed hands in the broader market.
In terms of companies to watch today, we have Samudera Shipping Line, after the carrier said yesterday revenue and earnings for the third quarter ended September “recorded a contraction” compared with the year-ago period.
Meanwhile, from more on the Bank of Japan’s latest monetary policy decision to the impact of the boom in weight-loss drugs on the shares of US fast food companies, more international headlines remain in focus.
Not to mention, expectations on the upcoming Federal Reserve interest rate decision and the risk of global economies decoupling from the King Dollar.
On Market View, The Evening Runway’s finance presenter Chua Tian Tian sat down with Jeremy Tan, Chief Executive Officer (CEO) of Tiger Fund Management for more.

Download this podcast.

27 September 2023
Market View: Boustead Singapore directed to delist; China’s central bank to step up adjustments to monetary policy; Evergrande’s billionaire chairman placed under police control; S&P 500 corrected ~5.86% since YTD peak; US reportedly extending a waiver to chipmaker SK Hynix, Samsung Electronics
Singapore stocks opened weaker today following overnight losses in global markets.
In early trade, the Straits Times Index headed down 0.6 per cent to 3,196.82 points after 72.4 million securities changed hands in the broader market
In terms of companies to watch today, we have Boustead Singapore. Its real estate unit Boustead Projects was directed by the Singapore Exchange Regulation to delist with an exit offer that is “fair and reasonable”.
Elsewhere, from more on China’s central bank’s comments to implement monetary policy in a “precise and forceful” manner to support its economy, to Evergrande’s billion chairman under police control, and movements to the US S&P 500 index, more international headlines remain in focus.
On Market View, The Evening Runway’s finance presenter Chua Tian Tian sat down with Jeremy Tan, Chief Executive Officer (CEO) of Tiger Fund Management for more.

Download this podcast.

11 September 2023
Bigger Picture: Impact of weak stock market on China's economy
Jeremy Tan, CEO, Tiger Fund Management, discusses what investors can expect as Apple gets set to launch the iPhone 15 this week. He also explains the impact of a weak stock market performance on the Chinese economy and currency.

Download this podcast.

30 August 2023
Market View: Country Garden plans to issue HK$270m new shares to pay off loans; Investability of China; HKD posed for biggest monthly retreat since 1985; Safe haven gold prices hovered near three-week highs; GuocoLand’s 54.5% drop in net profit
Singapore stocks started the day on a positive note following overnight gains in the US and Europe markets.
In early trade, the Straits Times Index (STI) was up 0.4 per cent to 3,236.52 points after 60.3 million securities changed hands in the broader market.
In terms of companies to watch today, we have GuocoLand after the real estate group posted yesterday a 54.5 per cent decline in net profit to S$148 million for the second half-year ended June.
Elsewhere, from Country Garden issuing HK$270 million of shares to pay loans, to the investability of China as well as the outlook on the safe haven gold, more international headlines remain in focus.
On Market View,  Drive Time’s finance presenter Chua Tian Tian sat down with Jeremy Tan, Chief Executive Officer (CEO) of Tiger Fund Management for more.

Download this podcast.

20 June 2023
Money in the Market: How can investors navigate the uncertain global economic outlook?
Despite strong headwinds, mostly related to the ripple effects from the war in Ukraine and high global inflation, the global economy has proven resilient so far in 2023.
The upturn, however, remains weak, amid significant downside risks. Core inflation is proving persistent and the impact of higher interest rates is increasingly being felt across the economy.
So what’s the outlook for the second half of the year, and what trends can we expect across macroeconomic indicators such as interest rates and inflation?
On Money in the Market, Emaad Akhtar speaks to Jeremy Tan, CEO, Tiger Fund Management to find out more.

Download this podcast.

14 June 2023
Bigger Pic: Optimism on China despite weakening data
Jeremy Tan, CEO, Tiger Fund Management shares what investors should look out for in a turnaround for Chinese stocks, as well as why the Fed is likely to pause on rate hikes for its June meeting.

Download this podcast.

31 May 2023
Market View: Olam Agri’s IPO delayed; Proposed privatisation of Challenger Technologies; Aims Apac Reit’s equity fundraising exercise; China, South Korea and Japan’s factory output data; Tesla’s Elon Musk in Beijing; Nvidia surpasses US$1t market cap
Singapore shares started the day in the negative territory, after global markets ended mixed overnight.
In early trade, the Straits Times Index (STI) shed 0.5 per cent to 3,170.68 points after 42.1 million securities were transacted in the broader market.
In terms of companies to watch for today, we have Olam Group, after the company’s proposed initial public offering of its agribusiness unit is no longer expected to be completed by H1 2023 or ahead of the summer holiday period as originally planned.
Meanwhile, from a slew of factory output data out of Asia, to Tesla Chief Elon Musk’s visit to China and Nvidia surpassing US$1 trillion market valuation, regional headlines continue to remain on the top of minds of investors.
On Market View, the Drive Time team unpacked these developments with Jeremy Tan, Chief Executive Officer (CEO) of Tiger Fund Management.

Download this podcast.

12 May 2023
Bigger Picture: Signs of cooling inflation raises Fed cut expectations
Jeremy Tan, CEO, Tiger Fund Management discusses what could spur markets which have been trading in narrow ranges in recent days, as well as how the the banking sector turmoil and debt ceiling issue will affect markets.

Download this podcast.

9 May 2023
Market View: Janet Yellen warns CEOs on US debt ceiling; Fed’s survey of bank loan officers; China’s balance of trade figures; Bets on policy support and rally in Chinese financial, brokerage and filmmaker shares
Singapore stocks dipped today as investors anticipated key US inflation data to be released later this week.
In early trade, the Straits Times Index (STI) fell 0.4 per cent, to 3,246.08 points, after 50.6 million securities traded hands across the broader market.
In terms of companies to watch today, we have SIA Engineering Company, after the aircraft engineering and maintenance provider reported a 20.4 per cent on-year drop in net profit to S$33.9 million for the second half-year ended March.
Elsewhere, softening imports and a rally in financial stocks in China weighed on markets in the region. That’s as investors continue to mull the Federal Reserve’s survey of bank loan officers.
The US debt ceiling standoff is also on the top of mind of investors after a report said US Treasury Secretary Janet Yellen is calling on CEOs to personally warn them of the impact of a US default on its debt.
On Market View, the Drive Time team sat down with Jeremy Tan, Chief Executive Officer (CEO) of Tiger Fund Management for more.

Download this podcast.

28 March 2023
Bigger Picture: What does the current banking crisis mean to everyone - interest rates, deposits, stocks?
Turbulence across the banking sector in the past few weeks has prompted the question of whether we are teetering on the edge of another financial crash.
Who and what is actually at risk and can it be contained with the safeguards in place?
Plus with China dropping its zero-Covid policy last year, relaxing rules for property lending, are we seeing opportunities in China?
On the Bigger Picture, Willie Keng finds out from Jeremy Tan, Chief Investment Officer, Tiger Brokers (Singapore).

Download this podcast.

7 February 2023
Market View: CapitaLand India Trust’s DPU up 9%, Boustead Singapore to take Boustead Projects private, Impact of GST hike on consumer sentiment, What to expect for Singapore’s Budget 2023, Janet Yellen on US avoiding a recession
Singapore shares were pulled into negative territory today after US and Europe stocks both ended lower overnight.
The Straits Times Index fell 0.01 per cent in early trade to 3,385.58 points after 25 million securities changed hands.
Engineering and technology group Boustead Singapore made the headlines today. The group is making a voluntary unconditional general cash offer to take its real estate subsidiary, Boustead Projects, private. Question is - can we expect more of such moves in the new year?
Elsewhere,  US Treasury Secretary Janet Yellen said last night that the US can avoid a recession with unemployment at a 53-year low. Is a strong labour market reading an indication that the Fed can achieve a soft landing? And what can we expect when Fed Chair Jerome Powell speaks later tonight?
On Market View, the Drive Time team posed these questions to Jeremy Tan, CIO, Tiger Brokers (Singapore).

Download this podcast.

12 January 2023
Breakfast Brief: Outlook for US inflation
In today's Breakfast Brief, we speak with Jeremy Tan, CIO, Tiger Brokers (Singapore) on his outlook for US inflation and rate hikes expectations at the next FOMC meeting.

Download this podcast.

16 December 2022
Market View: Federal Reserve’s Dot Plot and Terminal Rates of 5.1%, Sam-Bankman Fried’s saga on Confidence in the Crypto sector, Chinese ADR delisting threat eases after US gets access to audit data
We’ll wrap up the key developments for the week, looking at markets in the US, Europe and China. In the US, the Federal Reserve has raised interest rates by yet another 50 basis points as predicted by market watchers.
But with Fed boss Jerome Powell maintaining the central bank’s resolve to fight red-hot prices, how would that affect market movements as we close off the year?
In other news, FTX’s new CEO said Sam Bankman-Fried committed ‘old-fashioned embezzlement’. How would that affect investors’ confidence in the crypto sector?
On Market View, Prime Time’s finance presenter Chua Tian Tian sat down with Jeremy Tan, CIO, Tiger Brokers (Singapore) to unpack all the information you need to know for the week.

Download this podcast.

25 Nov 2022
Bigger Picture: Relief rally in Malaysia markets as Anwar named new PM
Jeremy Tan, CIO, Tiger Brokers (Singapore), discusses how Malaysian stocks had their biggest jump in over two years and the ringgit surged after veteran opposition leader Anwar Ibrahim was named the new prime minister, as well as the outlook for China as reopening prospects remain uncertain.

Download this podcast.

7 October 2022
Bigger Picture: US midterms and its potential implications on markets
Jeremy Tan, CIO, Tiger Brokers (Singapore) discusses what has been causing the recent market to rebound this week and the upcoming US Midterm Elections and its potential implications on markets.

Download the podcast.

6 September 2022
Bigger Picture: Sterling lingers new 40-year lows
Jeremy Tan, CIO, Tiger Brokers (Singapore), discusses what's in store for the British pound as Liz Truss takes charge as the UK Prime Minister, and where opportunities are in the market now.

Download the podcast.