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StashAway Market Commentary

Philipp Muedder (Head of Financial Planning at StashAway), Freddy Lim (Co-founder and CIO at StashAway)

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Co-CIO, Stephanie Leung, and Deputy Country Manager of StashAway Malaysia, Albert Kok unpack recent market activity and what it could mean for your investments. Have a question about the markets that you want Stephanie and Albert to answer? Shoot us an email at support@stashaway.com and we’ll respond or even answer them in future episodes. We'd love to hear your thoughts! Also, our lawyers would want us to tell you that the opinions of our guests are not necessarily shared by StashAway, that ...
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Make better financial decisions and learn all about personal finance, investing, and entrepreneurship with Philipp Muedder, StashAway’s Head of Personal Finance. He’ll chat with thought leaders and experts on how to FIRE, investing in ETFs, the evolution of cryptocurrencies, and more! If you enjoy what you hear, subscribe, leave a review, and tell your friends. All of this really helps us make the show even better for you so that we can convince great guests to join us. Have feedback for us? ...
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Join us as we speak with the movers and shakers of the fintech industry who are at the forefront of market developments and innovation. Learn about their non-linear career paths, uncover new insights, and find out what it takes to break new ground in this rapidly evolving industry. Brought to you by 2C2P, the trusted payments platform for global businesses. To read more about these conversations, go to 2c2p.com/blog.
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Back in 2019, 2C2P was the first AWS client to request Payment Card Industry 3D Secure (PCI3DS) certification for AWS data centres in Singapore and Japan. PCI3DS certification was later rolled out to all AWS data centres globally. As part of our 20th-anniversary special, we sit down with Naveen Asrani, Head of Strategic Growth, Digital Businesses a…
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What’s driving growth in Asia’s vibrant, innovative FinTech landscape, and what does it take to succeed in this space? Melissa Guzy, seasoned entrepreneur and investor, shares her insights on how the FinTech space has evolved across Asia over the decade, the differences between Asia and Silicon Valley, and what she looks out for in startup founders…
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On our 20th anniversary special, we chat with Sirinun Jiradilok, Senior Vice President of Digital Engagement & Fintech Innovation at UOB Thailand. She was previously at Nok Air (our first aviation client), where she worked closely with our founder, Aung Kyaw Moe, to launch their main payment gateway. Tune in as we talk about how 2C2P grew side by s…
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How can investors weather today’s volatile macroeconomic climate and emerge stronger? Tune in to this episode to learn more from Nandini Joshi, Chief Operating Officer at StashAway, who shares insights for dealing with market crises and staying focused on long-term goals. We also discuss StashAway’s product expansion plans, the roles that AI could …
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As the world continues to open up, what changes and challenges does the travel industry face? Mary Li, global entrepreneur and travel industry expert, shares her valuable insights on the opportunities and challenges in the travel industry, how Atlas is building innovative solutions to make travel more affordable and accessible, and key lessons on b…
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Is Crypto the future? We have an honest conversation with Alrick Oh, VP of Marketing at Coinhako, about the industry’s ups and downs, changing consumer expectations and increased regulatory safeguards. Tune in to hear his experience and tips about pursuing a career in the crypto industry and participating in the ecosystem. To read more about this c…
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https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Follow Us (Thailand) Facebook Instagram Telegram Our Podcast: In Your Best Interest StashAway App: App Store Google Play Huawei AppGallery…
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Can a digital bank truly be profitable? We sit down with Fredy Aga, CFO at Trust Bank, as he walks us through the journey to building the first digital bank in Singapore. Tune in as he talks about making banking accessible and rewarding, how digital and traditional banks can coexist and complement one another, the importance of being customer-focus…
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As today’s cross-border payments landscape continues to evolve with new players, technologies, regulations, and threats, what can customers rely on? Tune in to learn more from Kelvin Lam, COO at YouTrip, as he shares how the leading multi-currency travel wallet leverages partnerships and technological innovations to provide users with a seamless an…
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What does it take to be successful in today’s macroeconomic climate? John Harvie of SC Ventures encourages business leaders and entrepreneurs to be brave. He shares insights from a long career of taking the path less trodden and turning challenges into opportunities. Tune in to learn more from John about investing in nimble ventures to stay ahead o…
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In this episode, we chat with Sejal Mistry, who is championing projects in innovative health financing at ACCESS Health International. Tune in as she discusses the major role of FinTech in making healthcare accessible and affordable, innovations in Asia that are redefining health financing, and how unconventional partnerships can address financial …
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What does it mean to build an app of all apps? We chat with Ferdie Perez, Head of Commercial Product at GCash, about building the top mobile wallet in the Philippines. Tune in as he takes us through how GCash is paving the way for digital money adoption in the Philippines, the key strategies behind GCash’s adoption by 83% of Filipinos, and what it …
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In this episode: What does the latest US inflation data mean? [2:02] How markets reacted to the Fed’s 50bp rate hike [04:45] How should investors be positioned for 2023? [07:47] The implications of China relaxing its Covid controls [10:38] Why we should stay invested ahead of a potential recession [20:12] https://www.stashaway.com Follow Us (Singap…
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In this episode, we welcome Hamish Moline, Managing Director of Financial Services at ShopBack, who shares with us how Asia’s leading shopping and rewards platform creates an integrated experience, bringing loyalty rewards and payments together on one platform. We also discuss the growing demand for personalization and flexibility, the evolution of…
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In this episode The latest behind China's zero-Covid policy [2:15] How markets reacted to the Fed's recent rate hike [7:16] Are we heading into a recession? [12:38] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram F…
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In this episode, Julia talks to Philipp about moving from the Soviet Union to the US as a teenager, and how she moved from medicine, to law, to a successful career in finance. If you enjoy what you've heard, we’d really appreciate it if you’d even consider leaving a quick but thoughtful review. It takes less than 60 seconds, and it really helps us …
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What conversations do we need to be having in today's #FinTech world? We hear from a true veteran in this space, Sopnendu Mohanty, Chairman of the Elevandi Board and Chief FinTech Officer at the Monetary Authority of Singapore. Join us as Sopnendu shares challenges and opportunities in the public and private sectors, the importance of collaboration…
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What challenges does the world of payments hold? We get to hear from Úna Dillon, VP of Global Expansion & Advocacy at Merchant Risk Council, who has 27 years of experience across payments, card schemes, fraud prevention, and payments regulation. Tune in for Úna’s reflections on building a global community for businesses, connecting merchants with r…
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This week, we chat with Jerry Wee, Director of Digital Goods at 2C2P, to dive into the fascinating world of digital goods and services, from gaming credits to loyalty programmes and more. Join us as we learn about the technology behind digital currencies, the transformative impact of digital solutions on businesses, and what restaurants have to do …
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In this episode Is Europe facing an energy crisis? [1:08] Could Europe be headed for a recession? [5:26] US August CPI numbers caught markets off guard[8:41] Why are bonds going the same way as equities? [17:28] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Insta…
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We chat with Lau Yin May, Group Chief Marketing and Customer Experience Officer at Malaysia Airlines, about the side of aviation that most passengers don’t get to see. Tune in as she takes us through the challenges of accelerating their digital roadmap amidst a pandemic, what it takes to create a seamless online to offline experience for their cust…
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We sit down with Jeremy Wong, Head of Strategic Partnerships at Atome, who tells us more about how Atome leverages data to develop innovative solutions for customers and merchants. Join us as we discuss the power of localisation in diverse markets, balancing competition and collaboration in the BNPL space, and how trends like social commerce are re…
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In this episode US inflation comes in lower than forecast [0:15] Could the US be heading into a recession? [3:00] What’s behind the recent US Dollar strength? [5:35] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram …
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This week, we chatted with Hamid Farid, Vice President and Head of Market Development at Mastercard Indonesia. Join us as we discuss lessons from Hamid’s stint as an entrepreneur, his efforts to champion financial literacy and raise the bar for financial inclusion, and how Mastercard stays relevant amidst Indonesia’s big push toward digital payment…
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In this episode Why have oil prices been so volatile? [0:17] What the latest manufacturing PMI numbers tell us [3:08] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Follow Us (Thailand) Facebook Instagram Telegram…
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In this episode Saudi Arabia's commitment to raise oil production and what this means for inflation [0:09] China’s easing COVID lockdowns and its fiscal stimulus plan [1:53] Have we seen the worst of the bond market weakness? [4:53] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us …
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In this episode, Nick talks to Philipp about why you probably need to save less than you think, why you shouldn’t fear market volatility, and how to zoom out and gain perspective on market dips. If you enjoy what you've heard, we’d really appreciate it if you’d even consider leaving a quick but thoughtful review. It takes less than 60 seconds, and …
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We speak to Reuben Lim, COO of Singapore FinTech Association, for a closer look at the vibrant fintech space and how SFA brings together the many parties shaping the future of fintech in Singapore and beyond. Join us as we discuss exciting new developments, both local and regional, as well as major challenges in retaining top talent and what scares…
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How can future finance professionals prepare to join such a rapidly changing industry? This is one of the major challenges facing Kiang Khiang (KK) Tan, Senior Lecturer in Banking & Finance at Singapore Polytechnic. Drawing on close to 10 years of experience from his own career in banking, KK designs modules and teaching approaches to help students…
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Thomas Beurthey, Founder & Managing Director of Dibee, shares how digital payments are reshaping transport logistics in Vietnam, and what role Dibee plays in the country’s digital transformation. Join us as we talk about the future of fintech in Vietnam, the opportunities unlocked by rethinking fuel and fleet payments, and a time – not so long ago …
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In this episode of Payments Powerhouses, we speak to Stefan Kuhn, 2C2P’s Director of Risk & Compliance, for a deep dive into payments security and fraud prevention through the lens of risk and compliance. Join us as we discuss the dangers of friendly fraud, how regulations can actually fuel innovation, and key steps that companies can take to keep …
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In this episode A look at the latest US inflation data [0:25] Could the bond market start to stabilise? [4:27] How to approach investing in thematic portfolios [7:21] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram…
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In this episode, Jesse and Philipp discuss the benefits of lazy portfolios versus stock picking, how hard it is to beat the market, and why dollar cost averaging beats buying the dip. Check out Money Mastermind If you enjoy what you've heard, we’d really appreciate it if you’d even consider leaving a quick but thoughtful review. It takes less than …
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In today’s episode, we speak to Tracy Kobeda Brown, VP of Programs & Technology at Merchant Risk Council and Carl Tucker, VP and Head of Managed Risk Services at Cybersource - a global payments platform. Our podcast will focus on fraud prevention and cybersecurity risk management, as well as the findings of the 2022 Global Payments and Fraud Survey…
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In this episode How do interest rate hikes fix inflation caused by supply chain issues? (0:19) Why do interest rate hikes make consumers spend less? (3:13) What's the StashAway Risk Index (SRI) and what's behind the performance of our lower SRI portfolios? (6:22) https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia…
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In this episode of Payments Powerhouses, we speak to Praful Morar, the Global Expansion Officer for Digital Payments at Nuvei. Tasked with driving Nuvei’s global growth, Praful delves into the opportunities in Asia and the future of cryptocurrency as a mainstream payment method. To read more about these conversations, go to 2c2p.com/blog Follow us …
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In this episode, Leif talks to Philipp about how he attained financial independence after a decade-long career as an anaesthesiologist. He also explains the rule of 72, and shares how he cultivated good saving habits in his children. A Tale of 4 Physicians: The Impact of Lifestyle Double Your Money with the Rule of 72 If you enjoy what you've heard…
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In this episode What the US Federal Reserve discussed at its March meeting [1:18] The money multiplier and what it means for the economy [2:28] Why we shouldn’t overreact to the Fed’s tightening plan [9:08] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram …
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Arvin Singh, CEO of hoolah, takes us behind the growing demand for Buy Now Pay Later (BNPL) and hoolah's evolution into Asia’s leading omnichannel BNPL platform. We talk about hoolah's accelerated growth, customer adoption in BNPL, and even how their team became "hoolahgans." hoolah’s BNPL services give shoppers the option of paying for purchases i…
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In this episode How we hedge against inflation in your portfolios [1:03] The S&P 500’s annualised return during 12 rate hike cycles [4:27] How asset allocation ties in with your risk level [10:42] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us …
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In this episode, Philipp and Marilyn discuss how you can approach giving your kids an allowance, how to teach them to save and manage their pocket money, and when to introduce them to investing. If you enjoy what you've heard, we’d really appreciate it if you’d even consider leaving a quick but thoughtful review. It takes less than 60 seconds, and …
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In this episode: How sanctions against Russia are affecting global markets [00:24] The Fed’s first rate hike in 3 years [4:00] How StashAway portfolios have performed against the benchmarks year-to-date [7:19] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagr…
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In this episode: How are the markets reacting to the Russia-Ukraine conflict? [0:24] Will energy prices rise? [2:44] Debunking China’s latest rumour mill [7:48] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Follo…
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How has the market reacted to inflation? [1:08] What the US earnings season reports tell us about valuations [7:08] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Follow Us (Thailand) Facebook Instagram Telegram Y…
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What’s behind the recent short-term volatility in the markets? [1:15] Deciphering the rate hikes by the Fed [4:47] China’s loosening monetary policy [9:43] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Follow Us …
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In this episode, Saeid shares how his company, Wally, helps you automate expense tracking and boost your savings and investments. Tune in to the end to get Wally Gold for free for one year. If you enjoy what you've heard, we’d really appreciate it if you’d even consider leaving a quick but thoughtful review. It takes less than 60 seconds, and it re…
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What’s next for inflation in 2022? [0:55] How global diversification protects your portfolio against inflation[2:08] Capturing the Fourth Industrial Revolution [7:06] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram…
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In this episode, Joseph shares his top tips in private equity investing, how he transformed a cookie company, and the megatrends he’s keeping an eye on. For past guests, visit stashaway.com/podcast If you enjoy what you've heard, we’d really appreciate it if you’d even consider leaving a quick but thoughtful review. It takes less than 60 seconds, a…
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In this episode, APL, a personal finance blogger and former marketer living in New York, shares how she FIRED at 30. For past guests, visit stashaway.com/podcast If you enjoy what you've heard, we’d really appreciate it if you’d even consider leaving a quick but thoughtful review. It takes less than 60 seconds, and it really helps us make the show …
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In this episode, Anndy shares how you can enter the metaverse, what you can do there, and where your money should be in the middle of all of this. For past guests, visit stashaway.com/podcast If you enjoy what you've heard, we’d really appreciate it if you’d even consider leaving a quick but thoughtful review. It takes less than 60 seconds, and it …
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