Kok Peng Chan

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bullish•Macroeconomics

•07 Jun 2025 19:14

From Tariff Tantrum to Treasury Turbulence

This contrarian report argues daily headlines on Trump's big beautiful bill are not being supported by what's happening in the high yield market....

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bullish•Macroeconomics

•06 May 2025 16:38

Assessing Trump’s Shock and Awe Move in Apr 2025

This report presents a contrarian view to the doom and gloom view of the global economy as trade tensions escalate between the US and China

Kok Peng has over three decades of experience covering the global economy and financial markets. He spent the bulk of his career in top global investment banks where he covered the Asian economies and stockmarkets. During this period, he travelled extensively to meet clients that cut across business lines. They include fund managers, hedge fund managers, private banking clients, corporates, and fixed income investors in the US, Europe, Japan, Singapore, Hong Kong and Australia. He is well liked by clients because of his commitment to a consistent framework and the ability to explain economic and financial developments with actionable investment recommendations. As a result he was ranked among top 3 economists in many surveys and polls conducted by financial magazines.