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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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Markets reacted nervously to the nomination of Kevin Warsh as Fed Chair. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management how markets and the US dollar will react to this and his view on the recent correction of AI related stocks.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Despite Japanese Prime Minister Sanae Takaichi's attempts to calm financial markets, the Yen and JCG continue to be volatile. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank if these attempts are futile whilst we also ask what is the outlook for other Asian currencies.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Although global rubber glove demand is expected to grow around 8% this year, and production volumes are improving with valuations remaining attractive, companies still face headwinds across key markets. We ask Eddy Do, Senior Equity Research Analyst, RHB Investment Bank as to whether the sector is due for a re-rating and what his top buy ideas are.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Since the start of the year, global crude prices have surged about 13% to above 68 dollars per barrel but will this result in greater activity in the Malaysian oil and gas sector? Imran Yusof, Head of Research, MBSB Research gives us his perspective and what are his top buy ideas.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
As expected the Federal Reserve kept rates unchanged. However, what is the rate outlook with a change in the Fed chair? Tony Nash, CEO, Complete Intelligence tells us whilst we also analyse the latest results from the tech giants.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
The US dollar has fallen to its lowest levels in 4 years. We ask Carlos Casanova, Senior Economist, UBP if this is the start of de-dollarisation and the end of King Dollar. We also ask what this means for Asian currencies.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Gold and silver keeps hitting new highs in 2026. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management what are the reasons for this and if precious metals will continue to appreciate. We also ask him about the impact of President Donald Trump's tariffs of 25% on Korea.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
Japanese financial markets have been rattled in recent days, with long-dated government bonds experiencing historic volatility whilst the Yen dropped to new lows. We ask Stefan Angrick, Head of Japan Economics, Moody’s Analytics for the reasons for this and what his expectations for the economy and the currency are as the country heads to the polls.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
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.
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