12 December 2024
The Wealth Tracker: What alternatives will surpass Big Tech's Mag 7 as AI frenzy slows?
The artificial intelligence frenzy pushed US equity markets to new highs in early 2024, yet finding the right investments has become more challenging for asset owners.
Investing in artificial intelligence was once more straightforward, with the Magnificent 7 driving strong returns. However, a more nuanced strategy may now be required.
So what are some alternatives to big tech that investors can consider? Or will big tech still prevail?
On The Wealth Tracker, Hongbin Jeong speaks with Paul Chew, Head of Research, Phillip Securities Research to find out more.

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Listen To His Previous Podcasts:

9 April 2024
Money in the Market: Are we on the brink of another stock market bubble burst?
Some market watchers believe that the current US stock market rally is poised for a breather, even if it remains unclear whether equities are in a bubble or a strong bull run. Yet some investors believe the market's nearly uninterrupted ascent means a pullback is due. So are we in a bubble? And will it burst soon? Or will we see a continuous bull run? On Money in the Market, Hongbin Jeong speaks to Paul Chew, Head of Research, Phillip Securities Research, to find out more.

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29 December 2023
Money in the Market: Top asset picks of 2023
From bank bonds, cryptocurrencies to AI-related stocks, a slew of trades either rocketed higher or surged against expectations this year.
The overarching theme of this year was, of course, inflation and interest rates, added with big events impacting our financial markets, such as the higher-for-longer interest rates, the banking crisis and geopolitical tensions.
So what asset classes were the top picks of this year? Who were the under performers?
On Money in the Market, Hongbin Jeong speaks to Paul Chew, Head of Research, Phillip Securities Research, to find out more.

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31 October 2023
Money in the Market: Is the US dollar coming back up a bad sign for Asian stocks?
Asian currencies have been feeling the pain as the US dollar continues its winning streak since mid-July, which is the greenback’s longest such run in nearly a decade. And this is on the back of the US Federal Reserve’s “higher for longer” interest rate policy and increasing Treasury yields.
But what about Asian stocks? What effect does a stronger dollar have on Asian markets?
On Money in the Market, Hongbin Jeong speaks to Paul Chew, Head of Research, Phillip Securities Research, to find out more.

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6 December 2022
Why It Matters: How global market volatility will affect Singapore’s overall outlook
With geopolitical uncertainty in Europe and Asia, global supply chain disruptions, and the US Fed continuing to raise interest rates, global markets remain in a general state of uncertainty, with the prospect of a recession looming. However, Singapore has shown signs of resilience against these global economic pressures, with a strong performance from local banks reported in Q3.
Paul Chew, Head of Research, Phillip Securities Research shares more on how global market volatility will continue to affect Singapore's overall outlook.

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12 October 2021
Market View: Phillip Securities' STI Outlook and 10 Stocks to Watch
Phillip Securities is keeping the faith with the Straits Times Index, holding on to its forecast for the benchmark to reach 3,400 points. Paul Chew, Head of Research at Phillip Securities, joined us on Prime Time to discuss their rosy outlook, as well as more insight into the 10 stocks they think are worth watching.

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18 February 2021
Post-Budget Thoughts and REIT Earnings
Phillip Securities' Head of Research Paul Chew joined us on Prime Time to share his impressions regarding the budget, and why he thinks it didn't have that big of an impact on markets overall. He also shared his thoughts on recent earnings releases from the REITs, and the group's outlook for Singaporean markets.

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13 July 2020
Phillip Securities' 3Q Outlook
Paul Chew, Head of Research at Phillip Securities, joined us on Prime Time to share the firm's outlook for the third quarter, why they're sticking with sustainable dividend yields, and why they're passing on telcos for the time being.

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26 Nov 2019
A Recap of 3Q Earnings with Phillip Securities' Paul Chew
Phillip Securities' Head of Research Paul Chew joined us on Prime Time recently to discuss the recent earnings season. He also talked about Phillip's decision to cut their reccommendation on Thai Beverage, and how the Straits Times Index might trade towards the end of the year.

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2 August 2019
Bigger Picture: OCBC/UOB Q2 profit boosted by lending & margins
Paul Chew, Head of Research, Phillip Securities shares his view on OCBC and UOB Bank's second quarter earnings, the current loan environment and the impact of the latest tariff escalation by Washington against China.

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9 July 2019
Bigger Picture: Eyeing banks and SGX
Paul Chew, Head of Research, PhillipCapital discusses if it's time to cut exposure to stocks, and explains why he's bullish on banks and SGX.

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20 Feb 2019
CapitaLand, Budget 2019 & STI
Paul Chew, Head of Research, PhillipCapital shares what investors should be keeping on their radar this week, including CapitaLand's results, winners and losers from Budget 2019 and his strategy for trading in 2019.

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10 Jan 2019
PhillipCapital's Paul Chew On Smartphones And Stocks
With Samsung and LG expecting lower profits and Apple slashing its sales forecast, what might this mean for global electronics and how might this affect Singaporean manufacturers? PhillipCapital's Research Head Paul Chew tells us what he thinks and gives us their outlook for local stocks.

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