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Market Movers with Selena Ling EP170 (17 Apr 2026): Oil Prices and MAS
🛢 Oil prices have finally eased a bit on the back of renewed negotiations, but the earlier surge has already raised concerns about inflation.
🎙 In today's podcast, Selena will discuss about the feed-through effect of higher oil prices on the global economy.
🏦 And closer to home, the Monetary Authority of Singapore has become the first central bank in Asia to tighten policy. Selena will also talk about her take from MAS's tightening.
Announcement: We are now on Spotify too, you can also listen to this episode here!
#OCBCResearchInsights #MarketMovers #SelenaLing
🛢 Oil prices have finally eased a bit on the back of renewed negotiations, but the earlier surge has already raised concerns about inflation.
🎙 In today's podcast, Selena will discuss about the feed-through effect of higher oil prices on the global economy.
🏦 And closer to home, the Monetary Authority of Singapore has become the first central bank in Asia to tighten policy. Selena will also talk about her take from MAS's tightening.
Announcement: We are now on Spotify too, you can also listen to this episode here!
#OCBCResearchInsights #MarketMovers #SelenaLing
How would you describe Singapore’s job market right now? 💼💼
Anonymous Poll
12%
Very tight (labour shortage)
23%
Still resilient
24%
Starting to soften
42%
Clearly weakening
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ESG Matters EP87 (21 Apr 2026): Energy security at the forefront of global priorities amid Middle East conflict
🌎 The urgency to bolster energy resilience has moved to the forefront of global priorities, as geopolitical tensions have exposed how vulnerable some countries can be to oil and gas supply chain disruptions.
⚡️ It is strategically necessary for countries to diversify energy sources globally, especially clean energy, to bolster long-term energy security and resilience by hedging against fossil fuel disruptions and mitigating future price shocks. It is also important to advance efforts in creating diversified and reliable domestic supplies of clean energy.
Announcement: We are now on Spotify too, you can also listen to this episode here!
#OCBCResearchInsights #ESG #OngShuYi
🌎 The urgency to bolster energy resilience has moved to the forefront of global priorities, as geopolitical tensions have exposed how vulnerable some countries can be to oil and gas supply chain disruptions.
⚡️ It is strategically necessary for countries to diversify energy sources globally, especially clean energy, to bolster long-term energy security and resilience by hedging against fossil fuel disruptions and mitigating future price shocks. It is also important to advance efforts in creating diversified and reliable domestic supplies of clean energy.
Announcement: We are now on Spotify too, you can also listen to this episode here!
#OCBCResearchInsights #ESG #OngShuYi
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ASEAN Focus EP48 (23 Apr 2026): Bank Indonesia Holds Steady
🏦 Bank Indonesia kept its policy rate unchanged at 4.75% amid heightened global uncertainty.
🎧 This podcast discusses the key policy considerations, external risks, and the domestic growth outlook.
Announcement: We are now on Spotify too, you can now listen to this episode here!
#OCBCResearchInsights #ASEANFocus #Enver
🏦 Bank Indonesia kept its policy rate unchanged at 4.75% amid heightened global uncertainty.
🎧 This podcast discusses the key policy considerations, external risks, and the domestic growth outlook.
Announcement: We are now on Spotify too, you can now listen to this episode here!
#OCBCResearchInsights #ASEANFocus #Enver
2026_04_21-Earth Day 2026 – A little goes a long way.pdf
544.9 KB
Analyst Spotlight: Earth Day 2026 - A little goes a long way
A strong fiscal position and political stability underpin Singapore’s continued sustainability push, which is a matter of strategic necessity for the city state
The ongoing equities market reform and planned alignment of disclosure rules with the International Sustainability Standards Board (ISSB) may improve the quality and comparability of sustainability-related data for small/mid-cap (SMID) stocks
Individual investors can consider incorporating responsible investment strategies into their portfolios to drive change and build resilience whilst still earning a competitive return
#OCBCResearchInsights #AnalystSpotlight #AdaLim
A strong fiscal position and political stability underpin Singapore’s continued sustainability push, which is a matter of strategic necessity for the city state
The ongoing equities market reform and planned alignment of disclosure rules with the International Sustainability Standards Board (ISSB) may improve the quality and comparability of sustainability-related data for small/mid-cap (SMID) stocks
Individual investors can consider incorporating responsible investment strategies into their portfolios to drive change and build resilience whilst still earning a competitive return
#OCBCResearchInsights #AnalystSpotlight #AdaLim
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Market Movers with Selena Ling EP171 (24 Apr 2026): Elevated Oil Prices
🛢 With oil prices remaining elevated, global central banks are facing a much more complicated policy trade-off. In developed markets, we may start to see divergence between the Fed and the ECB, while in Asia, the Philippines has joined Singapore in tightening even as others remain more cautious.
🎙 In today's podcast, Selena will discuss about increasingly divergent policy path across regions.
Announcement: We are now on Spotify too, you can also listen to this episode here!
#OCBCResearchInsights #MarketMovers #SelenaLing
🛢 With oil prices remaining elevated, global central banks are facing a much more complicated policy trade-off. In developed markets, we may start to see divergence between the Fed and the ECB, while in Asia, the Philippines has joined Singapore in tightening even as others remain more cautious.
🎙 In today's podcast, Selena will discuss about increasingly divergent policy path across regions.
Announcement: We are now on Spotify too, you can also listen to this episode here!
#OCBCResearchInsights #MarketMovers #SelenaLing
How do you think AI will most significantly reshape energy consumption and economic growth? 🔌
Anonymous Poll
52%
Increase energy demand through data centers and digital infrastructure
16%
Drive smarter energy efficiency and reduce emissions
17%
Redirect investments towards renewable energy and grid upgrades
15%
Create new growth areas boosting regional competitiveness
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Equities Pulse EP5 (28 Apr 2026): Oil & Energy vs. US Software sectors
⚡️ Energy: Middle East tensions keep oil prices high (~$98-$118). Major players like Exxon and Chevron offer strong value. Dips = buying opportunities.
💻 Software: Recent selloff mispriced; long-term growth (~10% CAGR) driven by AI, cloud, cybersecurity. Key support at $74-$80 on IGV ETF. AI enablers are prime picks.
Announcement: We are now on Spotify too, you can now listen to this episode here!
#OCBCResearchInsights #EquitiesPulse #SamuelWong
⚡️ Energy: Middle East tensions keep oil prices high (~$98-$118). Major players like Exxon and Chevron offer strong value. Dips = buying opportunities.
💻 Software: Recent selloff mispriced; long-term growth (~10% CAGR) driven by AI, cloud, cybersecurity. Key support at $74-$80 on IGV ETF. AI enablers are prime picks.
Announcement: We are now on Spotify too, you can now listen to this episode here!
#OCBCResearchInsights #EquitiesPulse #SamuelWong
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Credit Research Insights EP98 (02 Apr 2026): Tight Spreads, Fragile Calm?
📊 IG spreads in Asia and the US remain near historical lows as of late April 2026, despite a sharp but short‑lived widening in March following the US–Israel–Iran conflict. Markets rebounded quickly, with investors largely looking through geopolitical shocks.
Key drivers:
- Ceasefire-driven risk rebound: The early‑April US–Iran ceasefire triggered a sharp rally in risk assets and a pullback in oil prices
- Markets looking past geopolitical noise: Even as ceasefire risks resurface, investors have discounted escalation, including concerns around the Strait of Hormuz
- Stable, higher-for-longer rates: A steady Fed policy path keeps refinancing risks contained without reigniting recession fears
Announcement: We are now on Spotify too, you can now listen to this episode here!
#OCBCResearchInsights #CreditInsights #ChinMengTee
📊 IG spreads in Asia and the US remain near historical lows as of late April 2026, despite a sharp but short‑lived widening in March following the US–Israel–Iran conflict. Markets rebounded quickly, with investors largely looking through geopolitical shocks.
Key drivers:
- Ceasefire-driven risk rebound: The early‑April US–Iran ceasefire triggered a sharp rally in risk assets and a pullback in oil prices
- Markets looking past geopolitical noise: Even as ceasefire risks resurface, investors have discounted escalation, including concerns around the Strait of Hormuz
- Stable, higher-for-longer rates: A steady Fed policy path keeps refinancing risks contained without reigniting recession fears
Announcement: We are now on Spotify too, you can now listen to this episode here!
#OCBCResearchInsights #CreditInsights #ChinMengTee
📹 Powering the Future: Harnessing AI and the Energy Transition for Sustainable Growth (28 April 2026) 📹
As AI continues to revolutionise industries, it brings new challenges and opportunities - especially around energy use, climate impact, and economic growth. Against the backdrop of complex geopolitical tensions and the inherent need for energy security, the energy transition has also taken on a new significance - not just as a climate imperative but as a strategic necessity.
Watch this insightful fireside chat with Mike Ng, Group Chief Sustainability Officer and Selena Ling, Chief Economist, as they explore the evolving energy transition landscape, economic realities and what the rapid rise of AI means for sustainability goals.
Watch the full clip here!
#OCBCResearchInsights #VideoHighlights #SelenaLing
As AI continues to revolutionise industries, it brings new challenges and opportunities - especially around energy use, climate impact, and economic growth. Against the backdrop of complex geopolitical tensions and the inherent need for energy security, the energy transition has also taken on a new significance - not just as a climate imperative but as a strategic necessity.
Watch this insightful fireside chat with Mike Ng, Group Chief Sustainability Officer and Selena Ling, Chief Economist, as they explore the evolving energy transition landscape, economic realities and what the rapid rise of AI means for sustainability goals.
Watch the full clip here!
#OCBCResearchInsights #VideoHighlights #SelenaLing
How many messaging platforms do you use today across work and personal life? ✉️✉️
Anonymous Poll
7%
One - I am a hermit (but by choice)
43%
Two - I am social but exclusive
28%
Three - I like to stay in contact with people
5%
Four - I am popular
5%
Five - People can't get enough of me
6%
Six - I can't find your message
7%
Too many
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China Week in Review EP99 (4 May 2026): Iran War Benefitting China
🪖 In today's podcast, we will discuss why China's economy may have benefited from the Iran war.
🇨🇳 The strong start to the economy may give China comfort to shift its policy focus.
Announcement: We are now on Spotify too, you can also listen to this episode here!
#OCBCResearchInsights #ChinaWeekinReview #TommyXie
🪖 In today's podcast, we will discuss why China's economy may have benefited from the Iran war.
🇨🇳 The strong start to the economy may give China comfort to shift its policy focus.
Announcement: We are now on Spotify too, you can also listen to this episode here!
#OCBCResearchInsights #ChinaWeekinReview #TommyXie
Analyst Spotlight: 新加坡制造业者未来半年展望保持正面 服务业却相对悲观 (in chinese)
Singapore’s manufacturing sector remains optimistic for April–September 2026, with net optimism at +17 points despite Middle East tensions. Precision engineering (+51 pts) and electronics (+42 pts) lead growth, driven by strong AI and semiconductor demand. Chemicals face the biggest challenges due to supply risks and rising costs.
In contrast, the service sector is more cautious, with net pessimism of 4 points. Food & Beverage, transportation, and retail are hit by weaker consumer spending and geopolitical uncertainties, while wholesale trade and healthcare-related services stay positive.
Our Chief Economist, Ms Selena Ling, notes that AI boosts manufacturing confidence, but energy shocks and supply disruptions weigh on services, especially catering, retail, transport, and real estate.
Read the full interview here!
#OCBCResearchInsights #AnalystSpotlight #SelenaLing
Singapore’s manufacturing sector remains optimistic for April–September 2026, with net optimism at +17 points despite Middle East tensions. Precision engineering (+51 pts) and electronics (+42 pts) lead growth, driven by strong AI and semiconductor demand. Chemicals face the biggest challenges due to supply risks and rising costs.
In contrast, the service sector is more cautious, with net pessimism of 4 points. Food & Beverage, transportation, and retail are hit by weaker consumer spending and geopolitical uncertainties, while wholesale trade and healthcare-related services stay positive.
Our Chief Economist, Ms Selena Ling, notes that AI boosts manufacturing confidence, but energy shocks and supply disruptions weigh on services, especially catering, retail, transport, and real estate.
Read the full interview here!
#OCBCResearchInsights #AnalystSpotlight #SelenaLing
www.zaobao.com.sg
新加坡制造业者未来半年展望保持正面 服务业却相对悲观
尽管中东冲突带来的地缘政治和经济不确定性持续，新加坡制造业者对今年4月至9月的商业前景整体保持正面，乐观者比悲观者多出17个百分点，精密工程和电子业者最乐观。
With the latest announcement of Jay Chou's concert in 2027, would you spend S$238–S$398 on concert tickets? 🎤🎤
Anonymous Poll
7%
🎟 Yes, worth it
14%
🤔 Maybe, depends on seats
32%
💸 Too expensive
47%
🚫 Not interested
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Equities Pulse EP6 (12 May 2026): Singapore's Latest Property Cooling Measures
🏠 The Singapore Government introduced new measures on Executive Condominiums (ECs) to better support first-time homebuyers.
🔧 Key changes include: i) doubling the Minimum occupation period (MOP) for ECs from five years to 10 years, ii) removal of the Deferred Payment Scheme (DPS), and iii) enhancement in priority access for first-time buyers. These apply to EC Government Land Sales (GLS) sites with tenders closing on or after 8 May 2026.
🎙 In this podcast, we will explore the implications of these new policy changes.
- Tighter regulations may moderate demand, particularly from second‑time buyers, upgraders and speculators.
- First‑time buyers benefit from improved access, supporting owner‑occupier demand.
- Maintaining our ratings and fair value estimates for Singapore property developers.
Announcement: We are now on Spotify too, you can now listen to this episode here!
#OCBCResearchInsights #EquitiesPulse #AndyWong
🏠 The Singapore Government introduced new measures on Executive Condominiums (ECs) to better support first-time homebuyers.
🔧 Key changes include: i) doubling the Minimum occupation period (MOP) for ECs from five years to 10 years, ii) removal of the Deferred Payment Scheme (DPS), and iii) enhancement in priority access for first-time buyers. These apply to EC Government Land Sales (GLS) sites with tenders closing on or after 8 May 2026.
🎙 In this podcast, we will explore the implications of these new policy changes.
- Tighter regulations may moderate demand, particularly from second‑time buyers, upgraders and speculators.
- First‑time buyers benefit from improved access, supporting owner‑occupier demand.
- Maintaining our ratings and fair value estimates for Singapore property developers.
Announcement: We are now on Spotify too, you can now listen to this episode here!
#OCBCResearchInsights #EquitiesPulse #AndyWong
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ESG Matters EP88 (12 May 2026): Malaysia published carbon market policy, with carbon tax on hold
🇲🇾 Malaysia has unveiled a National Carbon Market Policy designed to regulate carbon trading and support the country’s transition to a low-carbon economy, focusing on operationalising Article 6.4 of the Paris Agreement.
📝 The country’s planned carbon tax remains under review as the government assesses current economic and geopolitical conditions, aiming to avoid imposing additional burdens on industries or consumers considering the impacts of the Middle East conflict.
Announcement: We are now on Spotify too, you can also listen to this episode here!
#OCBCResearchInsights #ESG #OngShuYi
🇲🇾 Malaysia has unveiled a National Carbon Market Policy designed to regulate carbon trading and support the country’s transition to a low-carbon economy, focusing on operationalising Article 6.4 of the Paris Agreement.
📝 The country’s planned carbon tax remains under review as the government assesses current economic and geopolitical conditions, aiming to avoid imposing additional burdens on industries or consumers considering the impacts of the Middle East conflict.
Announcement: We are now on Spotify too, you can also listen to this episode here!
#OCBCResearchInsights #ESG #OngShuYi
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Market Movers with Selena Ling EP172 (15 May 2026): Next Chair of Federal Reserve
🏦 Kevin Warsh officially cleared the Senate this week to become the next Chair of the Federal Reserve. Given his different views on how to assess inflation dynamics and the appropriate size of the Fed’s balance sheet.
🎙 In today's podcast, Selena will share her take on the potential impact of this leadership change on US monetary policy.
Announcement: We are now on Spotify too, you can also listen to this episode here!
#OCBCResearchInsights #MarketMovers #SelenaLing
🏦 Kevin Warsh officially cleared the Senate this week to become the next Chair of the Federal Reserve. Given his different views on how to assess inflation dynamics and the appropriate size of the Fed’s balance sheet.
🎙 In today's podcast, Selena will share her take on the potential impact of this leadership change on US monetary policy.
Announcement: We are now on Spotify too, you can also listen to this episode here!
#OCBCResearchInsights #MarketMovers #SelenaLing
If flight prices jump 30% due to oil, what would you do? 🛢📈
Anonymous Poll
55%
* 🏖 Travel less often
23%
* 🌏 Switch to nearby destinations
13%
* 💳 Absorb the higher cost
8%
* 🚆 Choose alternative transport
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China Week in Review EP100 (18 May 2026): Trump-Xi meeting
🎙 In today's podcast, we will share five key takeaways from the latest Trump-Xi meeting.
Announcement: We are now on Spotify too, you can also listen to this episode here!
#OCBCResearchInsights #ChinaWeekinReview #TommyXie
🎙 In today's podcast, we will share five key takeaways from the latest Trump-Xi meeting.
Announcement: We are now on Spotify too, you can also listen to this episode here!
#OCBCResearchInsights #ChinaWeekinReview #TommyXie
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On-the-Ground Hong Kong EP3 (19 May 2026): Hong Kong's 1Q2026 GDP Update and Digital Asset Development
🇭🇰 Hong Kong’s GDP grew 5.9% YoY in 1Q2026 — the fastest pace since 2021 and well above expectations, driven by strong consumption and investment.
🪙 At the same time, Hong Kong is accelerating its digital asset ambitions, with (launching of) HKD-linked stablecoin expected in 2H2026 and growing momentum in tokenised assets such as tokenised gold and money market products.
Announcement: We are now on Spotify too, you can now listen to this episode here!
#OCBCResearchInsights #OnTheGroundHK #CindyKeung
🇭🇰 Hong Kong’s GDP grew 5.9% YoY in 1Q2026 — the fastest pace since 2021 and well above expectations, driven by strong consumption and investment.
🪙 At the same time, Hong Kong is accelerating its digital asset ambitions, with (launching of) HKD-linked stablecoin expected in 2H2026 and growing momentum in tokenised assets such as tokenised gold and money market products.
Announcement: We are now on Spotify too, you can now listen to this episode here!
#OCBCResearchInsights #OnTheGroundHK #CindyKeung