StashAway Market Commentary
Co-CIO, Stephanie Leung, and Deputy Country Manager of StashAway Malaysia, Albert Kok unpack recent market activity and what it could mean for your investments. Have a question about the markets that you want Stephanie and Albert to answer? Shoot us an email at [email protected] and we’ll respond or even answer them in future episodes. We'd love to hear your thoughts! Also, our lawyers would want us to tell you that the opinions of our guests are not necessarily shared by StashAway, that past performance is no guarantee of future results, and that what you heard is not investment advice.
- Update frequency
- every 10 days
- Average duration
- 13 minutes
- Episodes
- 58
- Years Active
- 2020 - 2023
China’s energy shortage | US tapering
- China’s energy shortage [1:57]
- US tapering and potential rate hikes [5:61]
- Can Chinese markets get any worse? [9:39]
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00:15:10 |
Thu 14 Oct 2021
Supply chain disruptions | Are your portfolios exposed to Evergrande?
- Pandemic-led supply chain disruptions [1:37]
- Are there broader implications on the market from the Evergrande debt crisis? [5:11]
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Follow U…
00:15:27 |
Fri 01 Oct 2021
Will tapering affect StashAway’s portfolios? | S&P 500 valuations
- Will the central bank’s tapering affect StashAway portfolios? [0:16]
- The metrics to look at when assessing the S&P 500’s valuation [3:28]
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…
00:08:53 |
Fri 17 Sep 2021
Chinese tech stocks | Will there be a black swan event?
- What’s with the painting behind Freddy? [1:25]
- The long-term value of Chinese tech stocks [2:05]
- Palantir anticipating a black swan event [5:54]
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00:11:12 |
Fri 03 Sep 2021
China’s 5-Year Plan | Protective assets in your portfolio
- Stephanie explains China’s 14th Five-Year Plan (2021-2025) [0:19]
- Why we’ve reduced Gold in your SRI 36% portfolio [4:38]
- Growth-seeking and inflation hedging assets in your portfolio [8:08]
00:11:30 |
Fri 20 Aug 2021
Global PMI numbers | Will China ban the use of VIE?
- What the PMI numbers for July tell us [0:34]
- Why China’s regulatory body is taking a closer look at overseas listed Chinese companies [2:23]
- Should you start investing in the space travel industry? [6:…
00:11:15 |
Thu 05 Aug 2021
Long-term view on KWEB | Delisting of a VIE
- Why we reoptimise your portfolios [0:34]
- How KWEB fits into your long-term investments [2:32]
- Are VIE schemes risky for my investments? [7:22]
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00:13:11 |
Fri 23 Jul 2021
Chinese Tech under scrutiny | Inflation rates post-COVID
- Supply-driven inflation versus demand-driven inflation [1:12]
- China’s crackdown on Tech monopolies and its long-term impact on the industry [5:15]
- Will the Besel III regulatory framework affect your Go…
00:14:06 |
Fri 09 Jul 2021
China’s anti-sanction laws | Investments to hedge against inflation
- What’s behind the 10-year Treasury Notes’ fall in yield? [0:18]
- China’s anti-sanction laws in perspective[2:45]
- Which investments hedge against inflation in your portfolio? [4:45]
00:08:58 |
Fri 25 Jun 2021
What’s driving inflation? | Global corporate tax rate
In this week’s podcast, Freddy, Philipp, and Stephanie discuss the latest global events and their potential impact on the markets and on our investment portfolios.
Podcast Episode Notes
- Our new Group D…
00:09:59 |
Thu 10 Jun 2021
US inflation rate explained | Gold in your portfolio
- We explain what’s behind recent inflation in the US [0:20]
- Why is there so much Gold in my portfolio?[4:40]
- Is the GLD ETF physically-backed? [6:29]
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00:12:23 |
Thu 20 May 2021
USD depreciation risk | Can you be "too" diversified?
Podcast Episode Notes
- How StashAway protects your portfolio against USD depreciation [1:08]
- Is there such a thing as being too diversified? [6:27]
- What Biden’s proposed capital gains tax hike means for…
00:12:54 |
Fri 07 May 2021
Price of Gold increases | Volatility of Chinese bonds
- Why is there an increase in Gold prices recently? [0:21]
- What’s on the table for the European Central Bank meeting this week? [2:10]
- Should I include Chinese bonds in my portfolio? [4:04]
- Why we include…
00:11:25 |
Fri 23 Apr 2021
Chinese economic recovery | Looking past dividend payouts
Podcast Episode Notes
- China’s GDP jumps a record 18.3% from lockdown year [0:26]
- Why you shouldn't only focus on dividend yield [2:36]
- Why you should stay invested in China tech despite recent antitrust…
00:13:43 |
Fri 16 Apr 2021
We explain SPACs | New market highs
Podcast Episode Notes
- Understanding SPACs and its risks [0:15]
- Employment rates rise in Singapore with economic recovery[6:54]
- New market highs [9:06]
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00:12:51 |
Fri 09 Apr 2021
Archegos defaults on margin calls | Non-fungible tokens
Podcast Episode Notes
- Archegos Capital Management defaults on margin calls resulting in a fire sale [1:07]
- Calls for boycott of brands rejecting Xinjiang cotton in China [3:01]
- What are non-fungible …
00:13:29 |
Thu 01 Apr 2021
Suez Canal shipping disruption | Chinese economy rebound
- The impact of the Suez Canal blockage on cost of goods [2:27]
- China allowing some COVID-19 relief spending programs to expire [4:07]
- Will there be any impact to StashAway’s asset allocations across bot…
00:10:02 |
Fri 26 Mar 2021
US bond supply | Year-to-date market movement data
- US stimulus package checks are in the mail [0:25]
- Market movement data [2:38]
- Why diversify when certain asset classes are not performing well? [4:15]
- Should I use StashAway for my retirement portfolio?…
00:12:09 |
Fri 19 Mar 2021
Sector rotation affecting tech | Drop in Gold prices
- Is the recent selldown of the KWEB ETF a result of the Section 230 reform? [1:40]
- Dropping Gold prices are a result of higher interest rates [3:53]
- Managing risk by including bonds in your portfolio […
00:09:23 |
Fri 12 Mar 2021
Section 230 reform | China-US tech arms race
- What the Section 230 reform could mean for the likes of Facebook [0:26]
- China’s banking regulator sounds alarm at the risk of a “bubble” in the property market [3:10]
- China and the US going head-to-hea…
00:13:41 |
Fri 05 Mar 2021
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