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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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US markets tumbled overnight despite news that President Donald Trump was extending the ceasefire on energy infrastructure attacks in Iran for an additional 10 days to allow for negotiations to continue. How should investors allocate their portfolio amid macro-economic uncertainty? David Chow of Azure Capital gives us his take.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Bursa Malaysia’s REIT Index saw a dip last week following the removal of a decade-long preferential tax treatment, marking a three-month low and leading to the question of whether the sector is still worth investing in? Mohd Fadzerin Arrifin, Equity Analyst, BIMB Securities Research weighs in with his analysis. See omnystudio.com/listener for privacy information.
Wall Street is higher as traders followed the latest developments out of the Middle East, hoping for progress toward ending the war in Iran. Tony Nash, CEO of Complete Intelligence, shares his take on the trajectory of US interest rates as well as sectors to look at including the aerospace and defence segments.Credit Image: ShutterstockSee omnystudio.com/listener for privacy information.
The palm oil market has been boosted by the ongoing Iran war - crude Palm Oil (CPO) futures have surged to about the 4500 ringgit mark in recent days. Is this trajectory a sustainable one and what is the outlook for the sector? We discuss this with Dr. Sathia Varqa, Managing Editor and Senior Analyst with Fastmarkets Palm Oil Analytics.See omnystudio.com/listener for privacy information.
Recent economic data indicate continued softening of the US economy at a time when oil prices are under upward pressure due to the war in Iran. What does this mean for future Fed monetary policy? We discuss this and other market trends with David Dietze, Chief Investment Strategist at Dietze Wealth Management Group.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Equity markets have rallied after days of massive losses, while Brent crude oil fell more than 10%, after hitting a 2½-year high, after President Donald Trump indicated a scaling down of his threats to Iran. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares his take on how to navigate the current market turmoil.See omnystudio.com/listener for privacy information.
As the conflict in Iran pushes oil prices above USD100, we’ve seen the ringgit remaining resilient compared to regional peers like South Korea, where the won has crashed to a record low. Which currencies will we see emerging as the winners and losers in the coming weeks and months? We discuss this with Stephen Chiu, Chief Asia FX and Rates Strategist, Bloomberg Intelligence.See omnystudio.com/listener for privacy information.
Day 20 into the United States-Israel war on Iran, Brent crude oil futures have again surged to almost USD110 a barrel, the greenback has registered more gains. However, the ringgit is also at its strongest in 5 years against the Singapore dollar. Vishnu Varathan of Mizuho Bank shares his insights into the latest market movements.See omnystudio.com/listener for privacy information.
Oil prices continue to be in the forefront of investors’ minds as Brent crude oil price hovers around the USD100 level. How does this impact the outlook for the US economy and what's the allocation strategy to consider? We discuss this with independent market analyst Laurent Lequeu.See omnystudio.com/listener for privacy information.
Malaysia’s construction sector showed resilience in the fourth quarter despite mixed results across contractors. What is supporting growth, and what challenges lie ahead for the industry? We get analysis with Nabil Zainoodin, Equity Research Analyst, BIMB Securities.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
With Wall Street recovering and cryptocurrencies staging their strongest rebound in six weeks, amid a dip in Brent crude oil prices, we ask Michele Schneider, Chief Strategist at Market Gauge, her take on what investors can expect next.Image credit: Shutterstock.See omnystudio.com/listener for privacy information.
Global indices have dipped sharply in response to continued uncertainty in the oil markets. How should investors position their portfolios to ride out the volatility? We discuss market trends with Tim Waterer of KCM Trade.See omnystudio.com/listener for privacy information.
Oil surges above USD100 as Middle East tensions escalate, testing global markets. Dilin Wu, Research Strategist at Pepperstone, weighs US labour strength and whether Wall Street can keep outperforming Asia.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
PS Markets started the year on a positive note but conflict in the Middle East among other factors have caused investors’ attention to be shifted to safe haven assets - what investment strategies should we be considering? We find out from Aidan Yao, Senior Investment Strategist, Asia, Amundi.See omnystudio.com/listener for privacy information.
American consumer inflation for February remained stable at 2.4%, in line with market expectations, as affordability concerns continue to persist, as the ongoing war in Iran started by Israel and the US, continues to rage. Tony Nash, CEO of Complete Intelligence, shares his insights.Image credit: Shutterstock.See omnystudio.com/listener for privacy information.
With China recording a massive 22% export, we speak to Carlos Casanova of UBP to unpack the latest global economic developments.He weighs in on the structural shifts behind Beijing's 4.5% to 5% GDP target, the front-loading of semiconductor and tech exports ahead of potential US tariffs, and the looming threat of global stagflation if disruptions in the Strait of Hormuz push oil prices to $120 a barrel.See omnystudio.com/listener for privacy information.
Equities and commodities appear to have recovered from the previous days' rout as US President Donald Trump indicated that there might be an end to the American and Israeli military campaign against Iran. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares insights into the latest movements in the markets.Image Credit: Shutterstock. See omnystudio.com/listener for privacy information.
The prospects of a prolonged war in Iran has sent oil prices spiralling as markets grapple with disrupted supply chains. How will this affect broader equity markets? We discuss the trends with Kingsley Jones, Chief Investment Officer at Jevons Global.Image Credit: Shutterstock.See omnystudio.com/listener for privacy information.
Tim Mulholland, President, TJM Limited, Chicago talks about market trends, whether oil prices will remain higher for longer, expectations for the Fed Fund rate and more.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
The US-Israeli aggression against Iran continues to provide uncertainty to global markets, from equities to currencies to commodities. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his views on the repercussions so far and what we can expect in the days and weeks to come.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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