5 November 2024
Bigger Picture: US elections implications for Singapore's economy 
Pan Jingyi, Economics Associate Director, S&P Global Market Intelligence discusses the implications of the US elections for Singapore and the regional economy. She also reviews the latest rounds of PMI data showing a slight moderation in the economy's expansion.
Produced/Presented: Ryan Huang

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Listen To Her Previous Podcasts:

6 September 2024
Bigger Picture: What's driving Singapore's strong PMI growth?
This week has been a busy week of economic data, which includes a range of PMI numbers. The S&P Global Singapore’s PMI came in at 57.6 in August: the fastest expansion since October 2022. What are the key drivers behind the strength of this expansion? Can we expect more to come?
Yeap Junrong speaks to Jingyi Pan, Economics Associate Director, S&P Global Market Intelligence PMI Team.

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3 April 2024
Bigger Picture: The implications of the latest PMI Readings
Pan Jinyi, Economics Associate Director, S&P Global Market Intelligence, breaks down the implications of the PMI readings with Sean Cheong.
She also talks about expectations the upcoming US Labour Market Report.
Presented and edited by Sean Cheong

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3 March 2023
Bigger Picture: Singapore private sector activity worsens in February
Pan Jingyi, Economics Associate Director, S&P Global Market Intelligence discusses the if conditions are likely to worsen after Singapore's composite PMI reading lowered from 51.2 in January to 49.6 in February. Sliding below the 50.0 neutral threshold, the PMI signaled a renewed deterioration in private sector conditions.

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11 January 2023
Breakfast Brief: Preview of inflation data from US and China
In today's Breakfast Brief, we speak with Pan Jingyi, Economics Associate Director, S&P Global Market Intelligence on the findings from the latest S&P Global Investment Manager Index and a preview of the inflation data that is expected to come out the US and China.

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5 December 2022
Bigger Picture: China easing, hot US jobs data, weaker Singapore PMI
Pan Jingyi, Economics Associate Director, S&P Global Market Intelligence unpacks how China and other economies will benefit from the latest easing of restrictions in China, as well as the latest Singapore PMI reading showing that a sharp fall in private sector confidence despite solid November growth.

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31 October 2022
Bigger Picture: FOMC leads central bank calendar this week
Pan Jingyi, Economics Associate Director, IHS Markit discusses if the recent weak earnings outlook from various companies are sufficient for the US Federal Reserve to start dialing back on tightening its monetary policy.

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7 June 2022
Bigger Picture: Inflation Picture in China
Pan Jingyi, Economics Associate Director, IHS Markit shares her expectations of China's inflation figures that will be out later this week and how it feeds into the US.

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7 February 2022
Bigger Picture: US Jan jobs report blows past expectations
Pan Jingyi, Economics Associate Director, IHS Markit discusses how much the latest January reading of 467,000 jobs created in January, above consensus forecast of 150,000 - will move the needle in rate hike expectations this year.

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11 January 2022
How Brexit and Omicron are impacting the UK economy
UK Retail sales inched up year on year in December but saw its services sector suffer a 10-month low due to the Omicron variant. Prime Time’s Rachel Kelly and Shehzad Haque speak to Pan Jingyi, Economics Associate Director, IHS Markit who shares what this means for the UK economy.

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3 December 2021
Bigger Picture: How Omicron Covid-19 variant affect global growth
Pan Jingyi, Associate Director, Economic Indices, IHS Markit discusses how the latest global manufacturing PMI may not fully reflect the latest news around the Omicron variant and the probability of a faster taper during the FOMC December meeting in 2 week’s time.

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22 November 2021
Bigger Picture: Previewing week ahead
Pan Jingyi, Associate Director, Economic Indices, IHS Markit discusses how Biden's pick for Fed chair will affect markets, as well as what to look out for in the FOMC minutes, US Flash PMI (Nov), and Q3 GDP data.

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5 October 2021
The Bigger Picture: Rising prices tapping brakes on Q4 growth
Jingyi Pan, Associate Director, Economic Indices, IHS Markit discusses how tighter constraints such as a labour crunch, supply chain bottle necks and higher prices may limit growth in the 4th quarter.

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4 March 2021
Market View: Surging commodity prices and inflation, rising bond yields, Hang Seng Index' transformation, China's National People's Congress and Chinese equities
Can we expect surging commodity prices to continue? How will the shakeup in the HSI affect the Hong Kong markets? Are Chinese equities overbought? Michelle Martin and Jingyi Pan, Senior Market Strategist at IG discuss.

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22 February 2021
Bigger Picture: Investors focused on rising yields
Pan Jingyi, Senior Market Strategist, IG, discusses how 10 year bonds which are now at 1.36% and pushing one-year highs will affect market sentiment.

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29 January 2021
Market View: Limitations on trading GameStop, ThaiBev's IPO, Keppel's pivot to clean energy and Gold
Michelle Martin and Jingyi Pan, Senior Market Strategist at IG discuss limitations of trading on Robinhood for GameStop in the name of protecting investors and criticism for this move, ThaiBev planning to spin off brewery unit on SGX, IPO volumes, Keppel pivoting to clean energy, Gold off to its a worst start in a decade,

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28 January 2021
Market View: US stocks suffer, FED's comment, GameStop and a short squeeze, Facebook, Tesla, Boeing, UBS Asia Pacific earnings
On Market View, Michelle Martin and Jingyi Pan, Senior Market Strategist at IG discuss US stocks suffering overnight, Powell saying that the economic outlook is highly uncertain, GameStop's rise, AMC up 840 %, restrictions from TD Ameritrade, Facebook's earnings, Tesla surpasses with their earnings, Boeing's not as positive earnings and UBS Asia Pacific's positive earnings.

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27 January 2021
Market View: China's central bank withdrawing cash from the system, strong Hong Kong stocks, Starbucks, Johnson and Johnson's Q4, Sheng Shiong bonus and Singapore's manufacturing sector
Michelle Martin and Jingyi Pan, Senior Market Strategist at IG discuss China's central bank withdrawing cash from the system and warnings of an asset bubble, Hong Kong's strong market, Starbucks's bigger than expected quarterly Q4 slump, Johnson and Johnson's strong Q4 results, Beyond Meat's strong sustainable trends, Sheng Shiong bonuses, Singapore's manufacturing sector and the Singapore's tech manufacturers.

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26 January 2021
Market View: GameStop's rise, Tencent's market cap, XD Inc, Merck's COVID-19 vaccine, Kimberly Clark's strong earnings and the value of local manufacturing
Michelle Martin and Jingyi Pan, Senior Market Strategist discuss GameStop's share price rising, Tencent's market cap approaching 1 trillion US dollars, Tencent backing Kuaishou, XD Inc, Merck ending COVID-19 vaccine development, Kimberly Clark gains on earnings and the value of local manufacturing.

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25 January 2021
Market View: Corporate Earnings, upcoming FED update, COVID-19 concerns, strong British equities, Capitaland's profit warning, FJ Benjamin's update and a strong first half profit for the SGX
Michelle Martin and Jingyi Pan, Senior Market Strategist at IG discuss corporate earnings set to be released this week, expectations for an upcoming FED update, COVID-19 concerns and a potential bear market, strong British equities despite Brexit and new coronavirus strain, Capitaland's profit warning, FJ Benjamin's regulatory update and a strong first half profit for the SGX.

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22 January 2021
Market View: Will markets judge Biden’s Covid plans ? Bitcoin down, FCT etc
Michelle Martin and Jingyi Pan, Senior Market Strategist at IG discuss Biden pledging a wartime effort to combat the coronavirus and questions about stimulus, a decline in jobless claims in the US, Bitcoin's value dropped overnight, Frasers Centrepoint Trust's retail occupancy, more leasing deals in the Singapore's office property space and GL's plans for privatisation.

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21 January 2021
Market View: Wall Street gains after Biden's first day, Biden's Day 1 Promises, Trump's presidential pardons and Jack Ma reappears
Michelle Martin and Jingyi Pan, Senior Market Strategist at IG discuss Wall Street after Biden's inauguration and first day in the White House, Biden's day one promises, Trump's presidential pardons, Alibaba's Jack Ma reappears and Asian markets in early trade.

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20 January 2021
Market View: Yellen's testimony, Netflix reports a big fourth quarter, Goldman Sachs strong fourth quarter, Bank of America's weaker profit, GM and Microsoft to team up for self driving cars and Hong Kong's economy picking up
Michelle Martin and Jingyi Pan, Senior Market Strategist at IG discuss Janet Yellen's testimony, Netflix reporting a huge fourth quarter, Goldman Sachs crushed analysts estimates in the fourth quarter, Bank of America's weaker profits in the last quarter, GM and Microsoft to team up for self driving electric cars, signs that China may be slowing down but Hong Kong picking up and local markets in early trade.

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19 January 2021
Market View: Singapore exports; what's fuelling the rise? SIA, Samsung, India's Reliance and Singapore Stocks
Michelle Martin speaks to Jingyi Pan, Senior Market Strategist at IG to discuss Singapore's electronic exports in December, expectations for the year ahead, small caps in the US, Janet Yellen to testify before Senate, Biden's upcoming oath of office, Singapore Airlines staff to be vaccinated, Reliance's embedding commerce app into Whatsapp and local markets in early trade.

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18 January 2021
Market View: Markets reaction to Biden's upcoming inauguration, impact of the US stimulus, China's money supply and Sunningdale to face investor Quarz
Michelle Martin and Jingyi Pan, Senior Market Strategist at IG discuss markets reactions to Biden's upcoming inauguration speech, the potential impact on the US stimulus plan on the economy, the US dollar ahead of Biden's presidency, the rush for small caps, China's tightening money supply, Sunningdale latest to face activist investor Quarz and local markets in early trade.

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Bigger Picture: SG NODX grew by 6.8% in December 2020 & lookahead to Q4 China GDP
On Bigger Picture, Jingyi Pan, IG Senior Market Strategist breaks down Singapore's December 2020 Non Oil Domestic Exports (NODX) which grew by 6.8%, after the 5.0% decrease in November 2020, and gives a lookahead to China's Q4 GDP numbers, US earnings and expectations for central banks this week.

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7 January 2021
Companies to Watch: City Development Ltd
Over the past few months, disagreements at City Developments (CDL) have come to light with three resignations over differences in opinion to the group's investment in Chinese real estate developer Sincere Property Group. This week, CDL announced that it had set up a special working group to improve the liquidity and profitability of its investment in Sincere following the resignations. So what does all this mean for investors? Jingyi Pan, Senior Market Strategist, IG Singapore gives her analysis.

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14 August 2020
Money and Me: Gold and US Treasury Yield's relationship, Apple and Tesla's stock split and Berkshire Hathaway's ShareBuy back
Michelle Martin speaks to Pan Jingyi, Market Strategist at IG to give us a breakdown of top questions investors have relating to the inverse relationship between gold and treasury yields, stock splits and share buybacks.

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24 July 2020
US weekly jobs unexpected rise, Singapore's most valuable homegrown company & MBS loss for Q2
On Market View, Michelle Martin speaks to Jingyi Pan, Market Strategist at IG to discuss US jobless claims, the postponement of Marina Bay Sands' expansion plans, SEA - Singapore's most valuable listed firm and key stocks.

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10 June 2020
Money and Me: Sembcorp Industries and Sembcorp Marine, Cathay Pacific, US Job Data, JD.com, US markets
Michelle Martin speaks to Pan Jingyi, Market Strategist at IG about Sembcorp Marine and Sembcorp Industries de-merger, Cathay Pacific's bail-out plans, miscalculations in the US job reports and the implications for investors and the US Fed Jerome Powell's upcoming video conference.

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30 April 2020
Bigger Picture: DBS Q1 net profit drops 29%
Pan Jingyi, market strategist, IG, breaks down first quarter earnings for DBS, which posted its first quarterly decline since Q1 2017, amid a spike in loan loss provisions to $1.1 billion.

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2 Jan 2020
The Bigger Picture: S'pore Q4 grows 0.8%, led by services
Pan Jingyi, market strategist, IG discusses if Singapore's economy has enough traction to turn around and what it means for the STI in 2020, which rose 5% in 2019.

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24 December 2019
The Bigger Picture: China cuts tariffs, Boeing & Trade Outlook
Pan Jingyi, market strategist, IG shares her thoughts on the firing of Boeing's CEO, which propped up its stock 2.9% and helped push US markets to new record highs, China's tariff cuts on a wide range of goods and the trade outlook for the year ahead.

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5 November 2019
The Bigger Picture: OCBC Q3 earnings drops 6%
Pan Jingyi, Market Strategist, IG gives her take on the headwinds facing OCBC Bank, looking at the pressure on NIMs and saw allowances for loans and other assets more than tripling to S$179 million, compared with S$49 million a year ago.

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1 July 2019
Virtual Bank Licenses in Singapore
Singapore's central bank plans to issue up to five digital bank licences to suitable applicants, in a move that could deliver the biggest shake-up in two decades in a market dominated by local banks. Pan Jingyi, Market Strategist, IG talks about how big of a deal for Singapore and shares the trend of virtual banking in other countries.

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G20 Analysis: Market Impact
Pan Jingyi, Market Strategist, IG shares more about how headlines from the G20 Osaka Summit over the weekend would affect markets, as well as an outlook on where the global economy is headed for the second half of 2019.

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10 Jun 2019
The Bigger Picture: Protests in Hong Kong, US-Mexico and G20 Finance Meetings
Pan Jingyi, Market Strategist, IG discusses how recent headlines around the protests in Hong Kong, concerns regarding the US and Mexico, as well as the G20 finance ministers meeting which happened over the weekend.

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10 May 2019
The Bigger Picture: OCBC earnings
Pan Jingyi, Market Strategist, IG breaks down OCBC's Q1 earnings where net profit rose 11% and NIM rose 5 basis points to 1.76%, and its surprise rise in Non-Performing Loans for the OSV sector.

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15 Mar 2019
Brexit, US-China & NPC
Pan Jingyi, Market Strategist at IG shares what investors should be keeping on their radar, including the latest Brexit updates, US-China relations and the end to China's NPC Conference.

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6 Mar 2019
Day 1: China's 13th National People’s Congress
Pan JingYi, market strategist at IG gives us a quick overview of Day 1 of China’s 13th National People’s Congress

One of the highlights was the opening address by Premier Li Keqiang where he announced - as widely expected - a lower growth target for 2019 at a range of 6-6.5% (slower than last year’s 6.6%)

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15 Jan 2019
Citibank, Asian Markets & Creative Technology
Pan Jingyi, Market Strategist, IG shares what we can expect to happen with the markets today, including the news of Citibank's latest earnings, the Asian markets, and why Creative Technology's stock here in Singapore has been getting people excited.

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17 Dec 2018
2019 Market Outlook
Pan Jingyi, IG’s Market Strategist shares what investors should be keeping an eye on going into 2019, including more US Fed rate hikes and how commodities will fare.

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