S1E259: Policy to portfolio?

About this episode

The episode discusses how national priorities influence investment strategies amidst a challenging economic growth forecast in Singapore.

Singapore’s economic growth forecast is tougher. How do national priorities—from AI to advanced manufacturing—actually translate into winning investment strategies for you? Howie Lim gets advice from experts Daryl Liew from PhillipCapital and Cheng Chye Hsern from Providend on balancing policy-driven potential with global diversification. Synopsis: Every Monday, The Business Times breaks down useful financial tips. Highlights: 01:05 Key investment themes for retail investors 04:43 Why listed options are limited 08:11 What GDP growth entails 12:37 Risks of policy-driven investment --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Daryl Liew, chief investment officer and head of investment solutions, PhillipCapital; and Cheng Chye Hsern, chief investment officer, Providend Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times , SPH Media --- Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe   Spotify…

People in this episode

Host: Howie Lim

Guests: Daryl Liew, Cheng Chye Hsern

Topics covered

• economic growth
• investment strategies
• AI
• advanced manufacturing
• global diversification

Keywords

• policy-driven investment
• GDP growth
• retail investors
• investment themes

Mentioned in this episode

Places: Singapore

More episodes of BT Money Hacks

• S1E272: Credit score myths debunked: what banks really look for · June 7, 2026 · 19 min
• S1E271: Liquidity: the anxiety antidote · May 31, 2026 · 16 min
• S1E270: Yield without fear: Navigating credit markets in a high-rate era · May 24, 2026 · 15 min
• S1E269: The great yield shift: why banks are gaining altitude as Reits seek grounding · May 17, 2026 · 19 min
• S1E268: Risk reset: differentiating a flash sale from a fundamental flaw · May 10, 2026 · 17 min
• S1E267: To risk or not to risk your risk-free 4% CPF return? · May 3, 2026 · 22 min