CMC Markets 2019 Market Outlook
Standing on solid economic footprint, the US Federal Reserve is firm in normalising interest rates and tightening monetary policy. Donald Trump’s tax reform fuelled the US corporate earnings, sending stock market to record high. On the other hand, Emerging Markets suffered from severe capital outflow in 2018 as dollar strengthened. Will this trend carry on into 2019 and further squeeze emerging markets’ asset bubble? Will US-China trade war hurt global economic growth and ultimately trigger credit crisis? Will we see more tumbling in EM currencies such as Turkish Lira and Argentina Peso? How can investors position themselves against the headwind of trade risk and rising interest rates? Join CMC Markets' last major conference for year 2018 and find out the answers from market experts.
Our Speakers and Topics:
Kevin Ho
"Markets in flux and how to profit right now."
Kevin Ho has over 22 years in wealth and asset management. He is currently Managing Director & Chief Investment Officer at Capital Asia Investments. A former Head of Asian Sovereign Wealth at ABN AMRO Asset Management and SVP of Wealth Management Advisory at HSBC, Kevin was also currency desk head at Citibank and a Floor Trader in the Nikkei 225 Futures pit in SIMEX (SGX-DT).
Kevin has facilitated financial training for about 18 years, in subjects such as portfolio management, trading strategies, advisory sales, asset liability matching and wealth management. Kevin holds a Master of Science in Finance from the City University of New York, and is actively involved as Board Member of several large non-profit organisations in Singapore in the Finance, Technology & Training space.
Margaret Yang
"Will Trade War end the 10-year stock market rally?"
Margaret Yang Yan, CFA, graduated from Nanyang Technological University of Singapore. Having been an avid trader in equities, futures, options, ETFs and fixed income across regional and global markets, Margaret has established a strong dealing and trading background. Her exposure to fund management – specialising in hedging – provides a knowledge of risk management, and fresh insights into markets in and beyond our region.
Margaret joined CMC Markets as Market Analyst in 2016. Since she is fluent in both English and Chinese languages, she is frequently featured in live interviews with Channel News Asia, Bloomberg TV, and local radio stations 938NOW, Capital 958, 96.3好FM, Money FM 89.3, to name a few. Her market insights are often cited in financial media such as Financial Times, Wall Street Journal, Yahoo Finance, The Business Times, Bloomberg, and The Straits Times.
Willie Keng
"How to identify undervalued Asian stocks amidst the impact of US-China trade war and EM volatility."
Willie Keng, CFA, is a founding partner of Value Invest Asia (www.valueinvestasia.com), a media and investment education website. His past careers brought him a breadth of experience in fixed income research and wealth management. Previously, he was an Associate Director at DBS Private Bank, providing fixed income advisory to ultra-high net worth clients. Willie was also instrumental in launching the Bank's Desk Research platform, where he worked with two other desk analysts to build an extensive research coverage of more than 250 emerging market USD bonds. Before joining DBS, Willie worked in Bank of Singapore as an Emerging Markets Fixed Income Analyst and Deutsche Bank as a Sovereign Risk Analyst.
Willie is a practitioner of Value Investing and has started his personal investing journey since 2010. He also manages his family's stock portfolio. Willie is a CFA Charterholder and a graduate of Nanyang Technological University.
Guest Moderator for Panel Discussion:
Ryan Huang, Producer & Finance Presenter from Money FM 89.3
Ryan Huang is currently part of SPH Radio’s business and personal finance station MONEY FM 89.3 morning show, The Breakfast Huddle. He produces and presents various segments analyzing the markets and macroeconomy. These include The Bigger Picture and Companies to Watch, where he interviews analysts, business executives, government officials, subject matter experts and thought leaders.
Prior to joining the station, he was a market analyst with an international brokerage. Ryan was also previously a news editor for a technology trade magazine and has also reported for TV and print. He has interviewed former US Federal Reserve Chairman Paul Volcker, Singapore Finance Minister Heng Swee Keat, Singapore Minister of Trade & Industry Chan Chun Sing, as well as other government and business leaders across Asia.
Ryan is also a regular moderator and host for events. He is co-author of best-selling investment book "Profit from the Panic", a beginner’s guide for investors. Proceeds were donated to the Straits Times Pocket Money Fund and AIDHA, a Singapore NGO that empowers foreign domestic workers and lower-income women through skills like financial literacy and entrepreneurship.