18 May 2023
Bigger Picture: Brighter prospects for aviation and tech, over retail
Suresh Tantia, Senior Investment Strategist, Credit Suisse discusses the recovery in the regional aviation sector headlined by SIA's record annual profit, as well as more signs of weakness in the US retail sector illustrated by Target's gloomier outlook.

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21 November 2022
Bigger Picture: Concerns around China tightening after Covid death
Suresh Tantia, Senior Investment Strategist, Credit Suisse discusses how China has reported its first Covid-related death in almost six months, sparking concern it could return to tighter restrictions. He also shares his views on the latest hawkish Fed speak, Malaysia's GE15, as well as Singapore's upcoming Q3 GDP final numbers.

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5 October 2022
Bigger Picture: Stock market surged for the second day straight
Suresh Tantia, Senior Investment Strategist, Credit Suisse discusses stock market surging for the second day straight, driven by energy stocks, tech and auto stocks, treasury yield tightening and how this comeback is coming from the latest jobless data.

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24 August 2022
Bigger Picture: Growing recession fears over weakened global economic activity
Suresh Tantia, Senior Investment Strategist, Credit Suisse discusses the weakened economic activity from the US to Europe and Asia, reinforcing concerns that soaring prices and the war in Ukraine will tip the world into a recession.

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25 July 2022
Bigger Picture: How much have markets priced in a downturn?
Suresh Tantia, Senior Investment Strategist, Credit Suisse, lays out how markets will react to the upcoming FOMC policy meeting, a slew of big tech earnings, and whether the Chinese property woes have bottomed out.

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14 June 2022
Bigger Picture: Fed considers 75 basis points rate hike
Suresh Tantia, Senior Investment Strategist, Credit Suisse talks about reports that the FOMC is mulling to frontload rate hikes even more with a 75 basis point hike in the June meeting, the prospects of a looming recession, and how investors should position themselves against this backdrop.

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11 March 2022
Bigger Picture: Hawkish ECB surprises markets
Suresh Tantia, Senior Investment Strategist, Credit Suisse discusses why the European Central Bank decided to wind down its bond buying program earlier than expected, and how much the energy crisis in Europe will raise the risk of recession.

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26 November 2021
Bigger Picture: Equities still key in 2022, but returns to moderate
Suresh Tantia, Senior Investment Strategist, Credit Suisse discusses how investors should be positioned in 2022 against a backdrop of central bank tightening as well as a widening recovery gap between developed and emerging countries.

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8 October 2021
Bigger Picture: Energy crunch drives price swings
Suresh Tantia, senior investment strategist, Credit Suisse discusses what's driving the wild swings in natural gas prices in Europe and what that means for global growth and equities.

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29 June 2021
Bigger Picture: Anxious societies & millennial values
Suresh Tantia, Senior Investment Strategist, Credit Suisse discusses what some supertrends investors should look out for.

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24 June 2021
Cautious Optimism in the 2H for Credit Suisse
Credit Suisse is cautiously optimistic with their outlook for markets in the latter half of 2021, predicting equities will still outperform other asset classes. Suresh Tantia, Senior Investment Strategist for the Asia Pacific at Credit Suisse, joined us on Prime Time to discuss Credit Suisse's outlook, and what markets and currencies they may be watching.

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11 December 2020
Bigger Picture: China is favoured Asian equity market in 2021
Suresh Tantia, Senior Investment Strategist, Credit Suisse, explains why the outlook for Chinese markets is strong despite recent negative headlines around SOE defaults and trade tensions with Australia.

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11 November 2020
Bigger Picture: Tech sell-off overdone
Suresh Tantia, Senior Investment Strategist, Credit Suisse, explains why he's still favouring the tech sector despite the market rotation into value stocks and amid regulatory hurdles for the tech giants.

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24 June 2020
Bigger Picture: COVID-19 driving split for new vs old economy stocks
Suresh Tantia, Senior Investment Strategist, Credit Suisse explains why there is still upside for sectors such as IT, healthcare and energy, as well as what high frequency data - coal consumption and car sales - is telling him about the economic recovery.

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9 January 2020
Bigger Picture: Markets rebound on US-Iran tensions de-escalating
Suresh Tantia, Senior Investment Strategist, Credit Suisse gives his base case scenario on how the US-Iran conflict will affect investors, Iran's role in the oil supply chain, and if war can provide a boost to stock markets.

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11 December 2019
The Bigger Picture: Supertrends for investors to watch in 2020
Suresh Tantia, Senior Investment Strategist, Credit Suisse gives his take on whether Dec 15 US tariffs on China will be avoided, and a couple of supertrends that investors can ride on in 2020 such as 5G.

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8 Nov 2019
Bigger Picture: US & China agree to roll back tariffs
Suresh Tantia, senior investment strategist, Credit Suisse talks about how much more support US-China trade progress will lift markets, as well as why he thinks Indian markets are a great opportunity despite a slowing economy and falling currency.

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26 June 2019
The Bigger Picture: Fed mixed signals, Trump-Xi Meeting and Gold
Suresh Tantia, Senior Investment Strategist, Credit Suisse discusses more about the Fed being not as dovish as expected, what to expect from the Trump-Xi meeting at the G20 Summit and Gold prices.

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17 May 2019
The Bigger Picture: 17 May 2019
Suresh Tantia, Senior Investment Strategist, Credit Suisse shares how he's positioned amid the flare up in US-China trade tensions, Chinese stocks, aviation sector following Singapore Airline's weaker earnings and the latest drop in Singapore export numbers for April.

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17 Apr 2019
The Bigger Picture: China Data Dump And Indonesia Elections
China is releasing Q1 GDP, factory numbers and retail sales, along with Indonesia's elections. Suresh Tantia, Senior Investment Strategist, Credit Suisse explains his views on how markets could be affected.

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20 Mar 2019
Fedex, Brexit & GBP
Suresh Tantia, Investment Strategist, Credit Suisse shares what investors should be keeping an eye on this week, including Fedex, which released weaker than expected numbers, Brexit and the British Pound.

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1 Feb 2019
The Bigger Picture: January Recap, China Slowdown & GBP
Suresh Tantia, Senior Investment Strategist, Credit Suisse shares what investors should be keeping an eye on including a recap of January, the China slowdown and the latest movements on the British Pound.

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