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A place for the Singapore investment community to share information, research and updates.
CNBC Television (Youtube)
There's revived enthusiasm from both investors and CEOs, says BofA's Jim DeMare
Jim DeMare, Bank of America president of global markets, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Tuesday.
CNBC Television (Youtube)
Nvidia stumbles amid market rally: Here's what to know
John Vinh, KeyBanc Capital Markets equity research analyst, joins 'Squawk Box' to discuss Nvidia's market tumble, state of the AI market, and more.
CNBC Television (Youtube)
Sen. Ted Cruz on 'Take It Down' Act: Bipartisan bill would empower the victims
Sen. Amy Klobuchar (D-Minn.) and Sen. Ted Cruz (R-Texas) join 'Squawk Box' to discuss the 'Take It Down' Act, what's included in the bipartisan bill, the future of AI, and more.
CNBC Television (Youtube)
Expect to see a significant increase in activist activity in 2025, says BofA's Amy Lissauer
Amy Lissauer, Bank of America head of activism, joins 'Squawk Box' to discuss the activism and M&A environment, what to expect in 2025, how boards can prepare for activist investors, and more.
The Business Times (Youtube)
8 CPF changes in 2025 you should know
What CPF-related changes will be implemented in 2025? Members can look out for revised retirement sums, higher contribution rates, increased Workfare payouts, and more.
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CNBC Television (Youtube)
CoinShares CEO on the expectations crypto will continue to thrive under President-elect Trump
CoinShares CEO Jean-Marie Mognetti discusses the massive inflows into U.S. Bitcoin ETFs since the election, and whether crypto valuations will continue their sky-high moves.
CNBC Television (Youtube)
The U.S. consumer is 'overly resilient', says BMO's Simeon Siegel
Simeon Siegel, BMO Capital Markets senior analyst for retail and e-commerce, joins 'Squawk Box' to discuss the state of retail, strength of the consumer, retail winners and losers, and more.
CNBC Television (Youtube)
Zaman: The biggest risk in the market right now is the overconcentration in tech
Aadil Zaman of the Wall Street Alliance Group discusses market concentration risks, and how sectors such as AI, energy and financials could continue to grow under the incoming Trump administration.
CNBC Television (Youtube)
What the growing trend of company spin-offs and breakups means for investors
Ivan Levingston, European deals reporter at the Financial Times, discusses how more companies are turning to carve-outs to spur growth, but how those deals are often difficult to execute.
CNBC Television (Youtube)
A tale of two chip stocks: Broadcom vs. Nvidia
Shares of Broadcom and Nvidia have diverged recently. CNBC's Arjun Kharpal digs into why.
The Edge Singapore
Mapletree acquires site for logistics development near New Jersey Turnpike https://t.co/VKw8KX2etZ
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CNBC Television (Youtube)
HBO ends deal with Sesame Street: Here's why
CNBC's Andrew Ross Sorkin reports on the latest news.
The Edge Singapore
Cosco Shipping International breaks ground for Jurong Island Logistics Hub Phase 2 https://t.co/bheqNCciQr
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The Edge Singapore
Wilmar secures fourth consecutive inclusion in Dow Jones Sustainability Index https://t.co/zR2Eo578yl
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The Edge Singapore
Did somebody page? https://t.co/6j2pSJeiFC
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CNBC Television (Youtube)
Bank of America CEO Brian Moynihan on the economy, President-elect Trump and regulatory outlook
Bank of America CEO Brian Moynihan joins 'Squawk Box' to discuss the latest market trends, what to expect in 2025, his thoughts on the incoming Trump administration, M&A and regulatory outlook, impact of Trump's tariff proposals, state of economy, strength of the consumer, the Fed's inflation fight, and more.
CNBC Television (Youtube)
Financial advisors take on crypto: Here's what to know
CNBC’s Sharon Epperson joins 'Squawk Box' to discuss how financial advisors are positioning their clients' portfolios in crypto for 2025, wether it should be part of a long-term investment strategy, and more.
The Edge Singapore
Koh Brothers Eco wins new contract from customer it can't disclose yet https://t.co/LTOI0uP9rs
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The Business Times (Youtube)
What are the Johor-Singapore SEZ opportunities and hotspots?
Can the Johor-Singapore Special Economic Zone, with its strategic mix of industries and attractions, redefine Malaysia-Singapore connectivity and global trade? BT looks at the 6 proposed key districts within the zone and what they can offer investors.
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The Business Times (Youtube)
Market Focus Daily: Tuesday, December 17, 2024
Bitcoin surges past $107,000 as Trump promises strategic reserves; Malaysia’s Mr DIY hammers down on growth in Indonesia (https://www.businesstimes.com.sg/international/asean/malaysias-mr-diy-hammers-down-growth-indonesia-s346m-ipo) with S$346m IPO; Wee Hur exits student accommodation business (https://www.businesstimes.com.sg/companies-markets/wee-hur-exits-student-accommodation-business-1-6-billion) for A$1.6 billion, shares fall more than 11%.
Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region.
Written and hosted by: Emily Liu (emilyliu@sph.com.sg (mailto:emilyliu@sph.com.sg) )
Recording engineer: Chai Pei Chieh
Produced and edited by: Claressa Monteiro
Produced by: BT Podcasts, The Business Times, SPH Media
---
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CNBC Television (Youtube)
Smith: Some investors have trepidation heading into 2025 with markets at all-time highs
Mark Smith of Wells Fargo Advisors discusses how investors can use dollar cost averaging to navigate potential market volatility, and why he favors the semiconductor sector.
CNBC Television (Youtube)
Former Kansas City Fed Pres. Esther George: I would not cut rates this week
Former Kansas City Fed President Esther George joins 'Squawk Box' to discuss the Fed's inflation fight, what to expect from the policy meeting this week, rate path outlook, and more.
CNBC Television (Youtube)
Citizens Wealth CIO on whether the U.S. will continue to lead the world markets in 2025
Michael Hans, chief investment officer at Citizens Wealth, says despite elevated valuations, investors remain willing to pay for U.S. equities, and that trend shouldn't reverse in the near term.
CNBC Television (Youtube)
House Speaker Johnson needs to have a government funding bill by today: Punchbowl's Jake Sherman
Jake Sherman, Punchbowl News co-founder, joins 'Squawk Box' to discuss the state of negotiations for a bipartisan bill to fund the government, the challenges facing House Speaker Mike Johnson, government policy outlook in 2025, and more.
The Edge Singapore
V2Y Corporation to acquire shares in Abila; issues up to 60 mil shares as consideration https://t.co/WWysO6Rgx7
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CNBC Television (Youtube)
Expect a 'hawkish cut' from the Fed this week, says BofA's Mark Cabana
Mark Cabana, BofA Securities head of U.S. rates strategy, joins 'Squawk Box' to discuss the Fed's inflation fight, what to expect from the Fed's policy meeting this week, state of the economy, and more.
CNBC Television (Youtube)
Primark has growth potential around the world, portfolio manager says
Sean Peche, fund manager at Ranmore Fund Management, discusses the mid-cap stocks he likes in both in the U.K and the U.S. during the course of the latest episode of Delivering Alpha.
The Edge Singapore
Singapore Shipping Corporation’s executive chairman buys 60,000 shares for $16,500 https://t.co/VnN3Chekhd
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The Edge Singapore
LVMH, Kering, Hermes and luxury consolidation https://t.co/rWCetVtt37
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The Edge Singapore
The dollar diplomacy we need https://t.co/Fek7R6Ys7e
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