23 December 2024
Bigger Picture: Look ahead to the week

Listen To His Previous Podcasts:

26 November 2024
Bigger Picture: Why Indian markets are still attractive
Vasu Menon, Managing Director, Investment Strategy, OCBC Bank discusses why he still finds Indian stocks attractive despite the Adani Group facing a bribery scandal. He also looks at how Donald Trump's pick for Treasury Secretary, Scott Bessent, will impact investors.
Produced/Presented: Ryan Huang

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23 October 2024
Bigger Picture: IMF downgrades China growth - what does it mean for investors?
Vasu Menon, Managing Director, Investment Strategy, OCBC Bankdiscusses the IMF's latest growth outlook report downgrading its expectations for China's growth this year to 4.8% from July's expectation of 5%. He shares how investors should position themselves for the rest of the year with US elections and another FOMC rate decision in the same week in November.
Produced/Presented: Ryan Huang

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25 August 2024
Bigger Picture: What investors should know about China's "mini bazooka"
Vasu Menon, Managing Director, Investment Strategy, OCBC Bank shares his biggest takeaways from the latest round of stimulus measures from China that includes support for the equities market as well as housing relief.
Produced/Presented: Ryan Huang

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21 August 2024
Bigger Picture: What do markets want to hear from Fed Chair Powell at Jackson Hole?
All the talk among investors in recent times has revolved around rate cuts and how much the Federal Reserve will slash by come September.
In the meantime, the Jackson Hole Economic Symposium is nearly upon us and traders are bracing to hear from Fed Chair Jerome Powell in the hopes that his comments may help extend the recent market rally.
So what can we expect on these fronts? Yeap Junrong spoke to Vasu Menon, Managing Director for Investment Strategy, OCBC Bank,who also analysed the first night of the Democratic National Convention, to find out.
Presented by Yeap Junrong
Edited by Emaad Akhtar

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15 July 2024
Bigger Picture: Market reaction to attempted assassination on Trump
Vasu Menon, Managing Director, Investment Strategy, OCBC Bank, discusses why the US dollar gained strength and other market implications of increased odds of a Trump victory in the US presidential elections.
Produced/Presented: Ryan Huang

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19 June 2024
Bigger Pic: How concerned should investors be about Europe?
Vasu Menon, Managing Director, Investment Strategy, OCBC Bank, discusses whether investors should be worried about the volatility in European markets amid EU-China trade tensions and snap elections in France. He also explores if it's too late for investors to jump onboard Nvidia which has broken new highs and is now the most valuable company in the world by market capitalization.
Produced/Presented: Ryan Huang

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27 May 2024
Bigger Picture: US PCE, Chinese manufacturing data to steer markets
Vasu Menon, Managing Director, Investment Strategy, OCBC Bank discusses what to look out for in this week's US Personal Consumption Expenditures reading and how it will steer investors and the Fed's thinking about rate cuts. He also gives his view on whether he is seeing enough signs of the Chinese economy bouncing back.
Produced/Presented: Ryan Huang

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25 April 2024
Bigger Picture: How will high interest rates impact the already positive Big Tech earnings results?
Willie Keng speaks to Vasu Menon, Managing Director, Investment Strategy, OCBC Bank, about how potential delayed interest rate cuts will impact the US commercial real estate sector and housing mortgages; how these rates will affect Big Tech earnings and margins; and how investors should manage their asset allocation in the current environment.
Presented and produced by Willie Keng
Edited by Emaad Akhtar

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20 March 2024
Bigger Picture: BOJ - The Canary in a Coal Mine?
The Bank of Japan hiked rates for the first time since 2007 and scrapped yield curve control.
What do we really need to know about this historical move?
Is this like a canary in the coal mine?
Sean Cheong discusses this with Vasu Menon, Executive Director, Investment Strategy, OCBC Bank, who also weights in on why he is bullish for the quarter ahead.
Presented and edited by Sean Cheong

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15 February 2024
Bigger Picture: Singapore equities set to catch up
Vasu Menon, Executive Director of Investment Strategy, OCBC Bank discusses why he is overweight on Singapore equities with attractive valuations and dividend yields.
Presenter: Sean Cheong

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23 January 2024
Bigger Picture: Q4 earnings - Netflix, Tesla, Intel to report this week
Vasu Menon, Managing Director, Investment Strategy, OCBC Bank,previews Q4 earnings results for this week; whether U.S. consumer sentiment will continue to hold strong; expectations for the BOJ and ECB's respective monetary policy meetings; and the macroeconomic risks markets are evaluating from a possible Donald Trump presidency.
Presented by Emaad Akhtar
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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26 December 2023
Bigger Picture: Global markets overview for 2023; will momentum continue into the new year?
Vasu Menon, Managing Director, Investment Strategy, OCBC Bank, reviews the performance of global markets in 2023 and the key events that influenced them, such as the rally led by the mega cap tech stocks, the SVB crisis, the increasing attractiveness of Japanese equities and China's real estate woes.
What's next for the OECD following Angola's exit from the bloc, and to what extent will the ongoing crisis in the Red Sea continue to disrupt global supply chains?
What else should investors keep an eye out for in 2024?
Find out on the Bigger Picture.
Presented by Emaad Akhtar
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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31 October 2023
Bigger Picture: How will gold prices fare against the backdrop of the ongoing Israel-Hamas conflict?
Vasu Menon, Managing Director, Investment Strategy, OCBC Bank weighs in on the impact of the Israel-Hamas conflict on gold and oil prices; how the US Treasury Department's new borrowing plan may affect bond yields; how higher interest rates may impact the movement of tech stocks; and the effects of a strong US dollar on Asian companies and markets.
Presented by Emaad Akhtar
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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27 October 2023
Money in the Market: How should you re-adjust your investment portfolios to new market realities?
The complacency that has helped investment markets to do well in the first half of this year has given way.
Financial markets are now roiled with the realisation that US inflation remains sticky despite significant Fed rate hikes, the US jobs market still remains very resilient, the Fed funds rate will stay high for longer, and a possible US recession that has been delayed but not averted.
So how should investors be readjusting their portfolios to these new realities?
On Money in the Market, Hongbin Jeong speaks to Vasu Menon, Managing Director, Investment Strategy, OCBC, to find out more.

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3 October 2023
Bigger Picture: What is the outlook for emerging market stocks in Q4?
Vasu Menon, Managing Director, Investment Strategy, OCBC Bank weighs in on the worst quarter for emerging market stocks in a year; whether the US dollar will continue to rally in the last few months of 2023; and when we might expect Japanese authorities to intervene to manage the yen, which is dropping ever closer to the 150 mark against the greenback.
Presented by Emaad Akhtar
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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7 September 2023
Bigger Picture: How a stronger USD will affect investors
Vasu Menon, Managing Director, Investment Strategy, OCBC Bank discusses how much stronger the US dollar could strengthen by, and the double-edged sword it presents to Japanese and Chinese markets.

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10 August 2023
Bigger Picture: China's deflation challenge
Vasu Menon, Managing Director, Investment Strategy, OCBC Bank discusses how much investors should worry over falling prices in China, where July Consumer Price Index fell 0.3% on-year - the first drop in nearly 2 years.

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17 July 2023
Bigger Picture: Previewing China data and US earnings
Vasu Menon, Managing Director, Investment Strategy, OCBC Bank discusses how this week is setting up for investors, as more corporates report their numbers and a slew of US and China economic indicators give more insights into how much the global economy is slowing down.

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13 June 2023
Bigger Picture: Disconnect between strong hiring & softening US economy
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses why companies in the US appear to still be creating jobs and hiring, while various economic indicators suggest that growth may be moderating.

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16 May 2023
Bigger Picture: Will AI crack the dot-com bubble?
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank shares his perspective on whether the AI space is about to crack like the dot-com bubble or if it will keep lifting the technology sector and S&P 500. They also look ahead at possible impact of the Orange Wave in Thailand on regional markets.
Presenter: Sean Cheong
This podcast is produced and edited by Anthea Ng (nganthea@sph.com.sg)

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18 April 2023
Bigger Picture: Has China's property sector turned around?
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses China's new home prices showing their fastest increase in 21 months in March, and how sustainable the momentum will be,

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30 March 2023
Bigger Picture: Is this a good time to enter the China market after Alibaba's breakup?
A slew of key US economic data are expected these two days, such as the Personal Consumption Expenditures, (PCE), US GDP and jobless claims, what can investors look out for?
Plus, is it time to enter the China market with the historic Alibaba restructuring?
On the Bigger Picture, Willie Keng speaks with Vasu Menon, Executive Director, Investment Strategy, OCBC Bank to find out more.

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22 February 2023
Bigger Picture: China reopening trade getting too crowded?
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses if it is time for investors to take profit, or if there is more upside from the China reopening story.

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25 January 2023
Bigger Picture: China Lunar New Year exodus, US job cuts, bilateral tensions
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses the various headwinds that could weigh on China in the coming year, including growing talk of stagflation risks as an "era of security" supports inflationary pressures amid slowing global growth.

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29 December 2022
Bigger Picture: Pricing in China reopening double edged sword
Vasu Menon, Executive director, Investment Strategy, OCBC discusses how investors should approach investing in China in 2023, and some of the biggest lessons learnt in 2022.

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1 November 2022
Bigger Picture: Wheat prices jump 6% to two-week highs
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses how much rising prices of wheat as a consequence of Russia withdrawal from the Black Sea Grain Initiative will have on inflation and central bank policy rate decisions.

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11 October 2022
Bigger Picture: Navigating recession warnings and earnings slowdown
Vasu Menon, Executive director, Investment Strategy, OCBC Bank Bank discusses how much a hard landing is already priced into markets as JPMorgan CEO Jamie Dimon warns a recession is due by mid-2023.

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13 September 2022
Bigger Picture: Will August US CPI signal inflation has peaked?
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank, discusses the implications on the Federal Reserve's policy settings if there are further signs of easing cost pressures in the last round of key data ahead of next week's FOMC meeting.

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31 August 2022
Market View: No ambiguity on the Fed's position ahead, but how sticky do we expect prices to be?
US Federal Reserve Chairman Jerome Powell has made it clear to market participants that the central banks would raise interest rates in a way that will cause “some pain” to the US economy, sending markets to a nosedive in recent days. There is no ambiguity on the Fed’s position ahead, but how sticky do we expect prices to be, and when will the Fed be able to adjust its course? On Market View today, Prime Time's finance presenter Chua Tian Tian posed these burning questions to Vasu Menon, Executive Director, Investment Strategy at OCBC Bank.

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16 August 2022
Breakfast Brief: China cuts key interest rate by 10 basis points in surprising move:
In today's Breakfast Brief, we discuss with Vasu Menon, Executive Director, Investment Strategy, OCBC Bank on the slew of data coming out from China, PBOC surprising markets with a rate cut and Chinese US-listed stocks under pressure once again.

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19 July 2022
When will inflation ease?
With prices at the pump, the till, and rents continuing to rise - what do consumers need to know about inflation and the implications of wider geopolitical events on our pursestrings. How long can we expect this inflationary environment, and are salaries this year likely to increase to match inflation?

The Afternoon Update host Rachel Kelly finds out from Vasu Menon Executive Director, Investment Strategy, Wealth Management Singapore, OCBC Bank.

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12 July 2022
Bigger Picture: Will US earnings disappoint?
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank, discusses if the negatives have been fully priced in yet in the upcoming earnings season, as well as the events that will have the energy narrative this week.

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10 June 2022
Bigger Picture: ECB signals rates lift-off
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank shares this thoughts on ECB signaling for a rate hike next month, Fed upcoming decision on their rates and what to look out for next week that could steer market sentiment.

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17 May 2022
Bigger Picture: Markets worry about weak US & China data
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses the risk of a US recession as monetary policy tightens, whether problems in China have bottomed out, and what to takeaway from the cryptocurrency slump triggered by TerraUSD.

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19 April 2022
Bigger Picture: 10 year bond yields push new 3-year highs
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank, discusses why bond investors should start to reposition themselves away from longer term bonds towards other shorter duration bonds, or even pare down exposure amid rising interest rates.

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21 March 2022
Bigger Picture: Downgrading Europe equities to underweight from neutral
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank, discusses what will be the implications of slower global growth for stock markets, and what will be the key drivers for sentiment in the week ahead.

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25 February 2022
Bigger Picture: Ukraine crisis implications for investors
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses why markets are making a massive comeback despite Russia making a further assault on Ukraine, and how investors should position themselves.

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25 January 2022
Bigger Picture: Ukraine tensions, MAS pre-emptive tightening
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank, talks about how markets will be affected by Ukraine-Russia tensions, and the pre-emptive move by the Monetary Authority of Singapore to tighten policy ahead of the April meeting.

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28 December 2021
Bigger Picture: China unveils sweeping Rules for foreign IPOs
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses the uncertainty arising from the new rules by Chinese regulators for companies seeking overseas capital raising, and the property sector jitters that continue to re-surface.

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30 November 2021
Bigger Picture: Omicron turmoil eases
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses how the emergence of the omicron strain is complicating monetary policy, and how investors should ride out the volatility.

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2 November 2021
Bigger Picture: Will the FOMC take away the punch bowl?
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses how the Federal Reserve's expected tapering announcement will affect stock markets which are pushing new record highs, as well as a preview of this week's OPEC+ meeting, where many countries have been putting pressure on the cartel to raise output to keep prices down.

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30 September 2021
Bigger Picture: Stagflation risk joining market chatter
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank, discusses how high the risk of stagflation is amid rising prices and signs of slowing growth.

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15 September 2021
Bigger Picture: US consumer inflation cooler than expected
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses how the 5.3% rise in August US consumer prices will affect taper timelines, and how markets will react when tapering does actually take place.

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10 August 2021
Bigger Picture: More tapering talk, expectations of rate hike in 2022
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses how realistic the forecast by Atlanta Fed President Raphael Bostic is for rate hikes in 2022 amid strong labour market indicators, including last Friday's US July jobs report at 943,000.

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13 July 2021
Bigger Picture: Concerns over slower economic recovery
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank, discusses what to expect from this week's reading of 2Q GDP from China and Singapore, and previews the earnings season.

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18 May 2021
Bigger Picture: Impact of COVID-19 tightened measures
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank, discusses how tightened COVID-19 restrictions will impact market sentiment, and his outlook for US inflation and China's recovery.

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27 April 2021
Wealth Insights with the OCBC Wealth Panel: The case for ESG investing (Episode 6)
ESG is more than just socially responsible investing or sustainable investing. Hear what Vasu Menon, Executive Director, Investment Strategy at OCBC, has to say.
Click here to read more relevant articles from the OCBC Wealth Panel.

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Click here to listen to more episodes from Wealth Insights with the OCBC Wealth Panel

20 April 2021
Bigger Picture: SPAC fever showing signs of fading
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses if the SPAC frenzy has run its course and howmuch bond yields will run up in the coming months.

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6 April 2021
Wealth Insights with the OCBC Wealth Panel: Is Asia ex-Japan a risky investment proposition? (Episode 3)
What is the market outlook for a risky region like Asia ex-Japan for the year ahead? Get the latest insights from Vasu Menon, Executive Director of Investment Strategy, OCBC Bank.
Click here to read more relevant articles from the OCBC Wealth Panel.

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Click here to listen to more episodes from Wealth Insights with the OCBC Wealth Panel

23 March 2021
OCBC Wealth Insights: Should investors get out of equity market and tech stocks (Episode 1)
Are stock markets too high and poised for a sharp fall? Hear what Vasu Menon, Executive Director of Investment Strategy, OCBC Bank has to share.
Click here to read more relevant articles from the OCBC Wealth Panel.

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Click here to listen to more episodes from Wealth Insights with the OCBC Wealth Panel

17 March 2021
Bigger Picture: Markets trade cautiously ahead of FOMC meeting
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses how much the Federal Reserve will rock the boat on inflation expectations, as well as how investors should approach investing in US & China amid diverging policies.

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23 February 2021
Bigger Picture: Asset allocation as yields hit one-year highs
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank, discusses how investors should be positioned as 10 Year-bond yields rise to one-year highs.

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26 January 2021
Bigger Picture: Are the markets in a bubble?
IG Senior Market Strategist Pan Jingyi speaks to Vasu Menon, Executive Director, Investment Strategy, OCBC Bank who shares his thoughts on whether the markets are in a bubble, the trajectory of the US Fed and whether investors should take note. Plus, shines a light on interesting trends from the markets.

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18 January 2021
In The Spotlight: What to watch in the week ahead
Prime Time's Rachel Kelly speaks to Vasu Menon, Executive Director, Investment Strategy at OCBC Bank on the key headlines he will be tracking in the week ahead - and what they mean for markets.

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29 December 2020
Bigger Picture: Stimulus relief sends Wall Street to new records
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank talks about the lessons learnt from 2020, and how markets will continue to be lifted by further stimulus in 2021.

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15 December 2020
Market View: Moving into Phase 3, COVID-19 Vaccines in Singapore, electoral college confirms Joe Biden as president and online hacks
Michelle Martin and Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discuss Singapore's transition into Phase 3, COVID-19 vaccines soon to be available in Singapore, Singapore blue chips, Joe Biden confirmed as the next president of the USA, new listings in the US (Airbnb and DoorDash) and online hacks.

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11 December 2020
In The Spotlight: How prepared are you for retirement?
The OCBC Financial Wellness Index, which launched in 2019, has dipped to 61 this year, down from 63, with the unprecedented Covid-19 pandemic and resulting global economic slump causing a drag on Singaporeans’ financial wellness. To help us understand what this means - and to provide some insight on investment strategy in the year ahead, Prime Time's Rachel Kelly spoke to Vasu Menon, executive director, investment strategy at OCBC.

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1 December 2020
Bigger Picture: Overweight on equities as uncertainties recede
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank shares why he has shifted from neutral at the start of November to a overweight on equities, and whether Bitcoin is a "buy" amid its record-breaking rally.

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18 November 2020
Market View: What will shape investment strategies for the rest of 2020, outlook for travel, office and retail and the US dollar
On Market View, Michelle Martin speaks with Vasu Menon, Executive Director, Investment Strategy, OCBC Bank to discuss the narratives shaping investment strategy, interest rates at record lows and the impact on stocks, travel and office spaces in the year ahead, retail sales, Citigroup's predictions that the USD might fall as much as 20 percent in the year ahead and the outlook for gold and other commodities.

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3 November 2020
Bigger Picture: Markets rise on US Elections eve
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank talks about why the US dollar is likely to see more pressure post-Elections.

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23 October 2020
Bigger Picture: US jobs recovery, elections & Ant Group IPO impact
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank looks at how positive investors should get around the US initial jobless benefits claims reaching its lowest levels since March, and the buzz and risks around the upcoming Ant Group IPO.

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6 October 2020
Bigger Picture: Markets rise as Trump leaves hospital
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses how Trump's health situation is affecting market sentiment and how much cyclical stocks will benefit from Singapore's progress towards Phase 3 re-opening of the economy.

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8 September 2020
Bigger Picture: Geopolitical tensions to watch
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank talks about the geopolitical tensions between the US and China, Australia and China, Brexit,  as well as whether the tech-led momentum is at risk.

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13 August 2020
Market View: Vaccines, Gold, and Bitcoin
Markets responded earlier this week to news of a potential vaccine from Russia - brushing off poor economic data.
Vasu Menon - Executive Director, Investment Strategy at OCBC bank shares with us how he is navigating the current market and his outlook for gold.

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28 July 2020
Bigger Picture: COVID-19 - What strategy should investors take?
US Republicans unveiled their latest $1 trillion coronavirus stimulus bill, and the price of safe-haven gold hit record highs. This is all on the back of geopolitical tensions, which are still on the rise between the US and China. So, with all this going on, what strategy should investors take? Vasu Menon, Executive Director, Investment Strategy OCBC Bankgives his take.

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2 June 2020
Bigger Picture: How much support for markets as economies reopen?
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses if the signs of stabliization in recent manufacturing PMIs are enough to help push markets higher, where investors are looking forward to economies reopening.

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19 May 2020
The Bigger Picture: Race to produce a COVID-19 vaccine
Markets rallied overnight on the back of positive news of a COVID-19 vaccine trial, yet with an unpredictable timeline on when one might be available worldwide, can markets keep up the momentum? Vasu Menon, Executive Director, OCBC Bank gives his insight, and shares what can be expected from US Federal Reserve Bank chairman Jerome Powell this week.

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21 April 2020
Bigger Picture: Oil prices trade under $0 for first time ever
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank, explains why oil prices went negative and what this means for financial markets.

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31 December 2019
Bigger Picture: Profit-taking on last day of 2019
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank talks about how markets are closing early today and the outlook for Eurozone & Japan on #TheBiggerPicture.

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18 December 2019
Bigger Picture: U.S Markets and impact on local markets within ASEAN
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank breaks down what impact of the phase one US-China trade deal will have on local markets, performance of the UK pound and where he sees opportunities for long, medium and short term investors.

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3 December 2019
Bigger Picture: Profit-taking as trade disputes escalate on new fronts
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank reviews the odds of a phase 1 US-China trade deal and how the REITs sector looks with M&A activity picking up with the proposed merger between FLT & FCOT.

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19 Nov 2019
Bigger Picture: US-China trade war not yet benefitting SEA economies, markets
Mixed signals around the US-China trade progress are keeping investors guessing. The latest to complicate the picture are reports that China is pessimistic, and US politicians are calling for President Trump to weigh in on the Hong Kong unrest. Vasu Menon, Executive Director, Investment Strategy, OCBC Bank breaks it all down.

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22 October 2019
Bigger Picture: S&P 500 hits one-month high, where next?
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank explains what to look out as markets appear to price in more optimism on the Brexit front and progress of US-China trade talks.

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8 October 2019
Bigger Picture: US blacklists 8 China tech firms
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank shares how much of an obstacle to the upcoming trade talks Washington's move in the name of human rights violations will have.

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24 September 2019
Bigger Picture: Markets digest weak Eurozone PMIs
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank gives his take on where investors should park their money against a backdrop of weak PMIs from Germany and Europe pointing to further downside in the economy.

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10 September 2019
Bigger Picture: Search for yield in Singapore markets
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank shares out his outlook for gold and stock markets on the poor HK tourism numbers for August.

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27 August 2019
Bigger Picture: Trade, technical recession and G7 backing Hong Kong
Vasu Menon, Executive Director, Investment Strategy, OCBC discusses how markets are being affected by softened stances in the US-China trade war, the chances of a technical recession in Singapore, as well as how would the backing of Hong Kong's autonomy by G7 leaders affect the fragile situation there.

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6 August 2019
Bigger Picture: Currency war spooking markets
Vasu Menon, Executive Director for Investment Strategy, OCBC Bank discusses how markets have been affected by the Chinese Yuan rising over 7 to the dollar for the first time in decades and pushing record lows,, as well as the current outlook for safehaven assets and currencies.

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16 July 2019
Bigger Picture: China Q2 GDP & Earnings Season
Vasu Menon, Executive Director, Investment Strategy, OCBC Bank discusses how China is facing its slowest growth in nearly 3 decades with Q2 GDP at 6.2%, and what Singapore markets will be focused on.

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5 July 2019
Bigger Picture: NFP Preview & Safe Haven Flows
Vasu Menon, Executive Director for Investment Strategy, OCBC Bank shares more about how the non-farm payroll numbers will affect markets if they disappoint, as well as an outlook on bonds and gold prices.

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4 Jun 2019
BIGGER PICTURE: TECH STOCKS, FED-RATE CUTS
Vasu Menon, Senior Investment Strategist, OCBC Bank discusses how recent headlines such as technology stocks, interest rates, US-China tensions escalating and China's PMI data.

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7 May 2019
Bigger Picture: 7 May 2019
Vasu Menon, Senior Investment Strategist, OCBC Bank discusses the impact of US - China trade talks and how Asian markets will react especially with Japanese markets reopening after 10 days of holiday.

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23 Apr 2019
Bigger Picture: Black and Yellow Gold
Vasu Menon, Senior Investment Strategist, OCBC Bank shares more about how headlines regarding rising oil prices which just hit a six month high could affect markets.

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9 Apr 2019
Bigger Picture: Oil Prices Hit 5-Month High
Vasu Menon, Senior investment strategist, OCBC Bank shares more about how escalation of fighting in Libya would affect oil supply and prices, as well as preview of the earnings season.

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26 Mar 2019
Bigger Picture: Apple, Yield Inversion & Brexit
Vasu Menon, Senior Investment Strategist, OCBC Bank shares what investors should be keeping an eye on in the markets, including Apple's announcement on its latest service offerings, the Yield inversion, and Brexit.

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12 Mar 2019
Bigger Picture: Apple, US Budget & Brexit
Vasu Menon, senior investment Strategist, OCBC Bank breaks down some of the biggest headlines and shares how it might impact markets.

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26 Feb 2019
Bigger Picture: Effects Of Trump-Kim Summit On The Markets
Vasu Menon, Senior Investment Strategist, OCBC Bank explains what to expect from the markets especially since the Trump-Kim summit 2.0 in Vietnam will take place this week.

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12 Feb 2019
Bigger Picture: Emerging, Asian Markets & US-China Trade Talks
Vasu Menon, Senior Investment Strategist, OCBC Bank discusses the prospects for Asian markets this year, especially with the US Fed Reserve looking to slow down its rate hike plans. We also had a look ahead on what to expect from the markets especially with the US-China trade talks this week

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9 Jan 2019
Bigger Picture: Warnings Over China Growth
Vasu Menon, Senior Investment Strategist, OCBC Bank shares what investors should keep on their radar today including, warning signals from Apple and Samsung, China growth worries and the upcoming FOMC meeting.

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