Date:
Thursday 14th May 2020
Agenda
15:00 - 15:05 " Connectivity at the times of the crisis" Terence Chabe, Business Development Manager, Colt
15:05 - 15:10" SGX Index Portfolio – new trading and investment opportunities" Elena Patimova, Director Equities & FICC Sales, SGX
15:10 - 15:30 "Assessing Covid-19’s Economic and Market Impact - an Asian Perspective" Phillip Lawlor, Managing Director Global Markets Research, FTSE Russell
15:30 - 15:45 Q&A
Main topics:
A case of ‘the good, the bad and the ugly’
- The Ugly – Global recession is here
- The Good – Fed actions help avert deeper pain
- The Bad – EPS downgrades have begun
- The Bad – Forward PEs stage dramatic rebound
- Sentiment rebounds but return dispersions spike