Claim OwnershipMarket Watch
Subscribed: 957Played: 26,585
Subscribe
© 2026 BFM Media Sdn Bhd
Description
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.
4982 Episodes
Reverse
Although the S&P500 ended last week flat, the US dollar has been weakening. We ask Kingsley Jones, Chief Investment Officer, Jevons Global what impact a weak currency has on markets and can the Japanese government talk up the Yen.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Markets have been volatile with geopolitical tensions at the forefront of investors decisions. We ask Michele Schneider, Chief Strategist at Market Gauge as to what investment strategy to adopt and the safe haven assets to consider.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The Japanese bond turmoil has caused much nervousness among investors with yields rising to 4% followed by a sharp sell-off. Is there a possible systemic financial risks emanating from the Japan bond market? Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us his perspective whilst we also look at the recent Yen weakness.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
US markets had the steepest fall since liberation day. David Chow, Director of Investment at Azure Capital tells us if this is the beginning of a correction or actually an opportunity to bottom fish as valuations still remain attractive.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The government has provided a higher allocation for SARA whilst STR continues in 2026. The consumer sector clearly stands to benefit but which names? Soong Wei Siang, Regional Head of Consumer, RHB Research gives us his answers.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
There is as much as USD8 trillion in cash funds earning 4% as investors are nervous over tariffs and geopolitics. But what are some of the safe investment ideas if rates are trimmed? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Precious Metals has continued their price rally in 2026 but has the easy money been made for Gold and Silver? Dilin Wu, Research Strategist, Pepperstone gives us her view on this asset class while we explore the pace of Fed rate cuts with a new Chair in May.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Overnight saw some shine return to Wall Street as banks and tech staged a rebound following back-to-back days of declines. Kingsley Jones, Chief Investment Officer at Jevons Global shares his insights into markets to look out for including Malaysia and the region.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Overnight saw the release of US PPI and retail sales numbers, as well results for some major US banks were released. Gold also hit a new record high with other precious metals following closely. Tony Nash, CEO of Complete Intelligence, shares his perspectives on where investment opportunities might lie.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
How will snap elections affect the Japanese and Thai economies? We speak with Carlos Casanova, Senior Economist at UBP, about the expected impact, as well as other developments in Asian markets.See omnystudio.com/listener for privacy information.
US markets rallied despite the Federal prosecutors opening a criminal investigation into Federal Reserve chair Jerome Powell. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management why and if markets will continue to rally. We also ask about the banking results that will be released later this week and if the good news is already in the price.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
The petrochemical sector has suffered from global overcapacity for the past few years due to the Chinese players leading to margin pressure and even consolidation. Is the sector at a turning point yet? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia gives us his perspective whilst we ask about Capital A's regularisation plan.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The S&P500 broke another record on Friday but will the rally continue? Tim Waterer, Chief Market Analyst, KCM Trade tells us his perspective whilst we also look at the upcoming earnings of the banks.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Tech and AI names in Asia have rallied hard in the beginning of the year as TSMC is up about 8% while the Kospi is up more than 9% in just the first 8 days of the year. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter if these markets or Asia tech names still look attractive.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
With mixed data points, uncertainty remains as to the outlook for the US market. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank as to his view of whether the Fed will be more aggressive with their rate cuts. We also ask if the Ringgit will continue to appreciate in 2026.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Asian equities in particular Hong Kong, Korea and Japan have started 2026 with a bang. We ask Dilin Wu, Research Strategist, Pepperstone as to the reasons for this early rally and what are the investment ideas to capitalise on this.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Singapore’s Straits Times Index performed exceptionally last year up 22.7%, maintaining a streak of gains three years in a row. We ask Adrian Loh, Head Of Research, UOB Kay Hian Singapore for his 2026 outlook and strategies investors should be focusing on.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
North Asian markets have had a good start to the year. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management whether he thinks this rally will continue for the rest of 2026 and which sectors stand to benefit.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
With global equities rallying last year, will there be a repeat in 2026? We ask Kingsley Jones, Chief Investment Officer, Jevons Global what are the catalysts for markets this year, which asset classes will outperform and what the opportunities are in North Asia.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The FBMKLCI has ended 2025 on a positive note, albeit just up 2.3%%, underperforming the STI and JCI by a wide margin. We ask Peter Kong, Head of Research, Kenanga Investment Bank what is the outlook for 2026 and his top buy ideas.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Comments
Download from Google Play
Download from App Store
United States