About this episode

The episode discusses the impact of safe haven demand and capital flows on Asian markets, focusing on Singapore corporates and Sea Ltd's earnings.

In this episode, our host Ong Seng Yeow, discusses how renewed safe haven demand and shifting global capital flows are influencing Asian markets, even as Singapore corporates continue delivering resilient earnings and strategic growth ambitions. He examines what recent market movements suggest about investor positioning, whether inflows into defensive assets are likely to persist, and the implications for SGD interest rates and regional equity markets. We begin with our Regional Thematic Macroeconomist, Chua Hak Bin, who discusses the broader market backdrop, including signs of safe haven inflows across regional assets, the durability of those flows and whether foreign investor appetite currently appears stronger in bonds or equities. He also outlines what these dynamics could mean for Singapore interest rates and portfolio positioning over the coming quarters. Next, we turn to our Telcos and Internet Analyst, Hussaini Saifee, who breaks down Sea Ltd’s stronger-than-expected earnings performance, which drove the company’s biggest share price rally in nine months. He shares his observations across Shopee, Garena and Monee, highlighting improving monetisation trends, user…

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