Market Watch

As the year comes to a close, the selling on AI stocks remains unabated. We ask Tony Nash, CEO, Complete Intelligence, if it's time to sell tech names that have benefitted from this theme. We also ask about the outlook of oil for 2026 and if this commodity's fortune can be reversed.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

On year to date basis, the FTSE Bursa Malaysia Small Cap Index is down 13%. However are valuations in this space too attractive to ignore? Lee Meng Horng, Senior Analyst, RHB Investment Bank tells us his perspective, the investment strategy to adopt and his top buy ideas.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

The China yuan hit a 14-month high against the USD even as the latest data show China’s economic growth stalling. Will the yuan continue to appreciate? Carlos Casanova, Senior Economist, UBP gives us his outlook on China's and other Asian currencies.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

All eyes will be on the labour market report that will come out later today as investors take direction from that as to the health of the economy. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his expectations whilst we ask if North Asian markets can continue the rally in 2026.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

As 2026 draws to a close, US markets are shaky with S&P 500 down 0.6% while the Nasdaq was down 1.6% last week Kingsley Jones, Chief Investment Officer, Jevons Global gives us his perspective on where markets are heading for the new year and where the other investment opportunities lie. We also ask if a new Fed Chair will change the trajectory of US monetary policy.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

The reaction by the US market was largely muted following the dovish cut by the Federal Reserve. Tim Mulholland, President, TJM Limited tells us if this was priced in and were there surprises from Chair Jerome Powell. We also contrast the results of Broadcom and Oracle and what does that say about the tech sector.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

The FOMC cut rates by 25bps as expected but more interesting is the press conference that followed with comments from Jerome Powell. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us how many rate cuts we can expect in 2026. We also get a preview on whether the Bank of Japan will raise rates when they meet on 19 December.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

The US market has been trading in a tight range just below its all time high in recent days. We speak David Dietze, Chief Investment Strategist at Dietze Wealth Management Group as to whether the rally will continue in 2026 and what would be the catalysts.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

With a Santa rally expected, thanks to a Fed rate cut but will the markets continue to do well in 2026? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what to expect and the asset allocation to adopt for 2026.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

All eyes will be on the December's FOMC meeting that takes place this Wednesday as to whether there will be a rate cut. We ask David Chow, Director of Investment, Azure Capital if this is the catalyst for a Santa rally. We also discuss the outlook for Asian markets in 2026 and if Korea and China will be strong outperformers again.Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The markets are expecting a total of three rate cuts from now till the end of 2026. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter if he is of the same view. We also ask him of his view of US and North Asia markets for 2026.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

With reports that markets are pricing in an 89% chance that the US Federal Reserve may cut rates when they meet next week, saw equities advancing. Tony Nash, CEO of Complete Intelligence, shares his insights into what to look out for as raft of economic data was released, including the ADP jobs report, the S&P PMI index and the ISM Services PMI.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

The FBMKLCI seems to be stuck in a trading range this year with the index unable to break the one thousand six hundred and fifty points ceiling. We ask Lim Sue Lin, Head of Research, Maybank Investment Bank as to why that is the case and if 2026 might be a turning point. Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

This year North Asian markets have been on a tear with the enviable combination of strong economic fundamentals and a AI story. Carlos Casanova, Senior Economist, UBP tells us if 2026 will also be the year where China, Hong Kong and Japan continue to do well economically.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

Wall Street began the final month of 2025 snapping a 5-day winning streak on the back of bitcoin's worst day since March, declining 6% during a single session. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, assesses where markets are currently and what to look for going into the new year.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.