OCBC Research Insights

Market Movers with Selena Ling EP178 (14 Aug 2026): Peak Hawkishness? 🏛 The July US CPI was largely in line with expectations, with both headline and core inflation moderating on a year-on-year basis. This may strengthen the case for the Fed to stay on hold in September. 🎙 In today's podcast, Selena will discuss whether we have now moved past ‘peak hawkishness’. Announcement: We are now on Spotify too, you can also listen to this episode here! #OCBCResearchInsights #MarketMovers #SelenaLing

ESG Matters EP91 (11 Aug 2026): The Maritime Industry's Shift towards Alternative Fuels 🌍 Heightened geopolitical uncertainty and oil supply disruptions arising from the Middle East conflict have reinforced the maritime industry’s focus on fuel supply security and diversification. ♻️ This transition can help the industry hedge against oil supply disruptions and geopolitical risks in the long term, while advancing its decarbonisation journey. Announcement: We are now on Spotify too, you can also listen to this episode here! #OCBCResearchInsights #ESG #OngShuYi

Credit Research Insights EP105 (6 Aug 2026): Amazon's AI spending spree: Opportunity or credit risk? ☁️ Amazon is ramping up AI and cloud investments, with AWS now contributing around 60% of operating profit despite making up just a fraction of revenue. Massive demand has driven record data centre spending, turning free cash flow negative as Amazon invests ahead of future growth. 💡 For bond investors, the key question isn't revenue growth—it's whether Amazon can successfully convert today's AI backlog into tomorrow's sustainable cash flow, while managing the risks of rapid technological change and heavy capital spending. Announcement: We are now on Spotify too, you can now listen to this episode here! #OCBCResearchInsights #CreditInsights #LiuYao

Equities Pulse EP12 (4 Aug 2026): The Real Winner of CXMT’s historic IPO: Tencent Holdings (700 HK) 🤖 While investors celebrate CXMT's historic IPO, Tencent could be the more compelling investment story. ⚙️ Backed by locked-in chip supply and rising AI-driven demand, the tech giant is quietly building its next growth engine. Announcement: We are now on Spotify too, you can now listen to this episode here! #OCBCResearchInsights #EquitiesPulse #RahcelMiu

🎥 Exclusive Videos on Market Outlook 2H2026 🎥 📊 2H2026 - Vietnam Outlook Vietnam’s economy continues to outperform expectations, supported by strong manufacturing activity, rising foreign investment, and resilient domestic demand. While growth momentum remains robust and upside risks are emerging, trade policy uncertainty and elevated energy prices could pose challenges in the months ahead. We examine the key economic trends, risks, and opportunities shaping Vietnam’s growth outlook through 2027. Click here to watch! #OCBCResearchInsights #Videos

🎥 Exclusive Videos on Market Outlook 2H2026 🎥 📊 2H2026 - Interest Rates Outlook (SGD and Asia) USD rates have risen sharply so far in 2026, but SGD rates increased more gradually, supported by strong liquidity and safe-haven flows. We expect SGD rates to gradually normalize and edge higher, narrowing the large gap with USD rates. Click here to watch! #OCBCResearchInsights #Videos

🎥 Exclusive Videos on Market Outlook 2H2026 🎥 📊 Asian FX Outlook Asian FX struggled in 1H 2026 due to high oil prices, hawkish Fed policy, rising US yields, and geopolitical risks. Oil-importing currencies like KRW, IDR, and THB faced pressure, while SGD and CNH held up better. In 2H 2026, easing oil prices may provide some relief, but Fed hawkishness and geopolitical uncertainty limit a broad recovery. USD/Asia may rise slightly in Q3 before easing later, with selective opportunities in SGD, CNH, and IDR and THB remain vulnerable. Overall, risks persist, and currency selection is key in this differentiated Asian FX landscape. Click here to watch! #OCBCResearchInsights #Videos

ESG Matters EP90 (28 Jul 2026): Emerging Trends in Sustainable Finance: Insights on AI, Transition Finance and Nature Bonds with Mushtaq Kapasi (ICMA) 🏦 Mushtaq Kapasi, Managing Director and Chief Representative for Asia Pacific at the International Capital Market Association (ICMA), shares his insights on three emerging trends shaping the future of sustainable finance: AI's intersection with sustainable finance, the growth of transition finance and rising interest in nature-themed bonds. ♻️He also shares his thoughts on how some of the challenges facing sustainability-related bond issuers can be addressed. Announcement: We are now on Spotify too, you can also listen to this episode here! #OCBCResearchInsights #ESG #OngShuYi

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Credit Research Insights EP104 (24 Jul 2026): Singapore's telco giants are telling two different stories. 📡 While StarHub continues to face pressure from intense mobile competition, weaker consumer trends and softer broadband and entertainment revenues, Singtel has delivered stronger earnings, supported by its diversified regional businesses, digital infrastructure, AI-related services and associate contributions. 💡 Diversification is proving to be a key differentiator. As competition in Singapore's telecom market remains fierce, regional growth and digital infrastructure continue to strengthen Singtel's credit profile, while StarHub works through near-term headwinds. Announcement: We are now on Spotify too, you can now listen to this episode here! #OCBCResearchInsights #CreditInsights #ChinMengTee

🎥 Exclusive Videos on Market Outlook 2H2026 🎥 📊 2H2026 Interest Rates Outlook - Developed Markets Year to date, there have been hawkish re-pricings of central bank policy outlook due to Middle East conflicts and high energy prices. Our base case for key DM central bank policy rates has not been as hawkish as market pricings. Wage growth and inflation expectations have eased from earlier peaks, but geopolitical conflicts is a key risk to the interest rate outlook. Investors should watch for two-way interest rate risks ahead. Click here to watch!

🎥 Exclusive Videos on Market Outlook 2H2026 🎥 📊 Gold Outlook Gold started 2026 strong but has faced pressure from higher real yields, a stronger US dollar, and stretched positioning. While these factors weigh on prices short-term, gold remains structurally supported. Click here to watch! #OCBCResearchInsights #Videos

🎥 Exclusive Videos on Market Outlook 2H2026 🎥 📊 2H2026 FX Outlook - G10 Currencies Hawkish Fed signals and a resilient US economy, supported by the AI boom, are strengthening the outlook for the US dollar. We now expect the USD to appreciate modestly by 2-3% through end-2026, particularly against lower-yielding currencies such as the euro and Swiss franc. Click here to watch!

Equities Pulse EP11 (21 Jul 2026): Can SIA weather the oil price storm? ✈️ 🛢 Rising tensions in the Strait of Hormuz have pushed oil prices higher, putting pressure on airlines as fuel remains one of their largest operating costs. Yet Singapore Airlines continues to trade near its 52-week high, suggesting investors remain optimistic. 💡 Could any weakness around the upcoming earnings on 28 July present a potential entry point? With a dividend yield of around 5%, investors will be watching whether the share price can stay resilient amid higher fuel costs. Announcement: We are now on Spotify too, you can now listen to this episode here! #OCBCResearchInsights #EquitiesPulse #TroyCheng

Market Movers with Selena Ling EP177 (17 Jul 2026): Inflation Data 🛢 Despite the sharp rebound in oil prices this week, markets have pushed back expectations for the next Fed rate hike from October to December. That repricing followed a weaker-than-expected US CPI report and Chairman Kevin Warsh’s first congressional testimony. 🎙 In today's podcast, Selena will share her key takeaways from the latest inflation data and how she interprets Warsh’s tone. Announcement: We are now on Spotify too, you can also listen to this episode here! #OCBCResearchInsights #MarketMovers #SelenaLing

On-the-Ground Hong Kong EP5 (14 Jul 2026): Reinstating the status of offshore RMB centre and wealth management hub 🤝 Authorities in Mainland China and Hong Kong had jointly announced a series of measures aimed at deepening financial market integration between the Mainland and Hong Kong, while further developing Hong Kong's fixed income and currency markets and offshore RMB business. Key measures include more than doubling the size of the RMB liquidity facility to RMB500 billion, and increasing Southbound Bond Connect quota to RMB800 billion. 💰 Aside from strengthening the role of offshore RMB centre, Hong Kong's rolo as global wealth management hub had been further recognised. Hong Kong's total assets under management jumped to a record high of HK$42.2 trillion, driven by strong growth in net inflows. Announcement: We are now on Spotify too, you can now listen to this episode here! #OCBCResearchInsights #OnTheGroundHK #CindyKeung