- The Fed regaining its credibility is supportive of our thesis that banks benefit from the Goldilocks economy. Maintain OVERWEIGHT on Singapore Banks.
- BUY DBS and OCBC. DBS provides an attractive 2026 dividend yield of 5.5%. We are excited to hear the new CEO’s strategy, priorities and vision for OCBC.
What's new?
- - Read this at SGinvestors.io -
Short biography.
- Kevin Warsh started his career as an investment banker at the mergers & acquisitions department of Morgan Stanley. He transitioned to public service in 2002 as a Special Assistant to the President for Economic Policy and Executive Secretary of the National Economic Council under George W Bush.
- - Read this at SGinvestors.io -
An inflation hawk and critic of QE.
- Read more at SGinvestors.io.
Above is an excerpt from a report by UOB Kay Hian Research.
Clients of UOB Kay Hian may be the first to access the full PDF report @ https://www.utrade.com.sg/.
Jonathan KOH CFA UOB Kay Hian Research | https://research.uobkayhian.com/ 2026-02-02
More reports on banking & finance sector:
Analyst Reports on Singapore Banking & Finance Sector
Read also:
Analyst Reports on DBS Group
Analyst Reports on OCBC Bank
Analyst Reports on United Overseas Bank (UOB)
