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Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.
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Wall Street saw significant losses in reaction to how smaller regional banks performed. Meanwhile, gold has been on a tear, reaching a new all-time high as it chalked up a 30% gain in the past 2 months. Tim Mulholland, President at TJM Limited, shares some insights into the current market dynamics and what we can expect.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The government is looking to introduce legislation that would hold senders and recipients of goods accountable for overloaded lorries, closing a loophole that some in the industry have long been pointing out. How far will this go to prevent accidents caused by the overloading of haulage vehicles? We hear from Prof. Dr. Farhan Sadullah of University Putra Malaysia.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank shares his insights on what’s moving international markets as the Fed flies blind amid missing crucial economic data. Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Toh Woo Kim, Senior Analyst at Hong Leong Investment Bank Research, says the rally in local tech stocks is being driven by positive sentiment and growth in the data centre and AI sectors. He also highlights how Budget 2026 could benefit the industry, while noting several concerns investors should keep in mind.Brought to you by Mah Sing. Reinvent Spaces. Enhance LifeImage Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
October has so far lived up to its reputation as a month of market turbulence and uncertainty. We ask David Dietze, Chief Investment Strategist at Dietze Wealth Management Group what is the investment strategy to adopt in such a market and his views on the US banking results.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The consumer sector is usually a Budget winner, no thanks to cash handouts that raise the disposable income of Malaysians. But for 2026, did all consumer stocks benefit? Soong Wei Siang, Regional Head of Consumer, RHB Research gives us that answer and his top buy ideas too. Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
As the government shutdown enters its second week, Joe Quinlan, Chief Market Strategist at U.S. Trust–Bank of America Private Wealth Management, believes the Federal Reserve will cut rates at the end of October, while a year-end rate cut remains uncertain.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Four of the past six years post the tabling of the Budget, the FBMKLCI has either traded lower or remained flat. So will this year be any different? Peter Kong, Head of Research, Kenanga Investment Bank tells us his view whilst giving us the list of sectoral and specific company winners.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
As US earnings season unfold starting with the big banks, will there be more earnings upside surprises or disappointments? David Chow, Director, Azure Capital gives us the answers whilst telling us what investment strategy to adopt.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
It has been 10 days since the US shutdown began. Will the Federal Reserve cut rates later this month with the information vacuum. Tim Waterer, Chief Market Analyst, KCM Trade gives us his perspectve whilst weighing in on the Japanese market after the recent political developments.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Tony Nash, CEO of Complete Intelligence, expects the US Feds to implement two more rate cuts before the end of the year. He cautions investors to be prudent when investing in AI technology stocks, noting that intracompany investments among these firms could lead to double-counted revenues.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
With the French government on the brink of potential collapse, what impact wil it have on their domestic market and even Europe. Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter tells us whilst weighing in if the AI theme is overvaluedImage Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
As the US government shutdown enters its second week, Wall Street seems unfazed, with the Nasdaq, S&P 500, Bitcoin, and even gold all hitting record highs. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares some insights into the sentiments behind this surge and what it means for investors.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
With Bank Negara cutting the overnight policy rate in July, MGS yields have fallen in tandem. What does this mean for Malaysian REITS as yield spreads narrow? For analysis we turn to Jessica Low, Senior Analyst, MBSB Research, who also shares her top picks for the sector.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The S&P 500 and Dow Jones indices hit new highs on the third day of the U.S. government shutdown, though the rally remains concentrated in AI and tech stocks. Kingsley Jones, Chief Investment Officer at Jevons Global, cautions that the consumer and transport sectors are likely to weaken, adding that investors should consider diversifying into other markets.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Despite the US government shutdown, markets continue to hit new records highs. Tim Mulholland, President, TJM Limited in Chicago explains why and what he expects from the upcoming corporate result seasonImage Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Gold has surged past $3,800 US dollars per ounce, breaking record as investors rush to secure safe havens. But how long can this rally last? For insights on what’s driving the momentum, we speak with Christopher Wong, FX Strategist at OCBC.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank explains how the US government shutdown is impacting US markets and whether we should still expect a rate cut in this month’s FOMC meetingImage Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Budget 2026 is slated to be tabled on 10 October. With the Madani government pursuing economic reforms whilst keep an eye on fiscal consolidation, which listed companies stand to benefit. Alexander Chia, Regional Head of Research, RHB Investment Bank tells us his perspective.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The US Government is headed for a shutdown with the democrats and republicans in a political deadlock. We ask Joseph Sroka, Chief Investment Officer, NovaPoint Capital what the economic and market ramifications from a shutdown whilst also looking as we enter the last quarter of 2025.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
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