In this roundtable discussion, Adam, Ruzmin, and Victor discuss Singapore banks, focusing on insights from the recent Annual General Meetings (AGMs) of OCBC, UOB, and DBS. Victor shares his firsthand experiences from attending the OCBC and UOB AGMs, as well as insights gleaned from the DBS minutes, covering topics such as the impact of trade wars, interest rate expectations, and wealth management strategies. The speakers also highlight UOB's exceptional AGM experience, including a generous cash card gift, and discuss the banks' differing regional focuses, with UOB concentrating on ASEAN markets. They conclude by sharing their current views on the banks' yields and investment potential, advising listeners to consider attending AGMs for valuable insights.
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