David shares his insights on:
- The performance of markets across the region this morning
- Evergrande has remitted the US$83.5 interest payment on its March 2022 offshore bond for a key interest payment that was due Sept 23 – ahead of a 30-day grace period that ends tomorrow.
- Nestle, Danone, Procter & Gamble, Unilever all warn of cost-price inflation. Who should we believe – the central bankers who claim inflation is transitory or the companies who have to deal with rising prices? David weighs in on the discussion.
- The outlook for global markets for the rest of the year. David shares his views especially about bitcoin being the barometer for liquidity.
Guest: David Kuo, Founder of The Smart Investor Singapore
Presenter: Brian Fernandez
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