Market Watch

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 Life Image Credit: Shutterstock.com...

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.com See 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.com See 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.com See 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.com See 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.com See 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.com See 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.com See 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 overvalued Image Credit: Shutterstock.com See 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.com See omnystudio.com/listener for privacy...

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.com See 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.com See o...

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 season Image Credit: Shutterstock.com See 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.com See 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.com See 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 meeting Image Credit: Shutterstock.com See 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.com See 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.com See omnystudio.com/listener for privacy information.

Yet again, the US government is poised to shutdown as Congress struggles to reach a funding agreement. Meanwhile, new tariffs on imported electronic products, pharmaceuticals, kitchen cabinets and heavy trucks take effect this week. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, shares his thoughts. Image Credit: Shutterstock.com See omnystudio.com/listener for pri...

Philippine tourism revenues hit a record high in 2024 on the backdrop of the country's equities being one of Asia’s worst performers this year, weighed down by weak catalysts, US tariff worries, and local protests. Ronalyn Joyce Lalimo, an analyst at Maybank Securities Philippines shares her insights on if tourism can revive investor confidence. Image Credit: Shutterstock.com See omnystudio.c...

US tariffs on pharmaceuticals, kitchen cabinets and heavy trucks are due to come into force this week. How might these new levies affect inflation trends both in the US and the global economy? We discuss market trends with Dilin Wu, Research Strategist at financial services firm Pepperstone. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With US GDP at it's fastest pace in 2 years at 3.8%, will the Federal Reserve still cut rates? Carlos Casanova, Senior Economist, UBP gives us his perspective whilst weighing in on the inflation data that will be released. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Monetary Authority of Singapore introduced a SGD $5-billion  Equity Market Development Programme. We ask Geoff Howie, Market Strategist, Singapore Exchange what are the mechanics of this and what impact will it have on the domestic equity market. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The US stock market’s September rally signals the underlying strength of American equities. Tony Nash, CEO of Complete Intelligence, believes this momentum could carry through the rest of the year. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Despite the MSCI Asia Pacific Index climbing 21.8% year-to-date, Aidan Yao, Senior Investment Strategist for Asia at Amundi, says there are still selective opportunities in the region, for example in India, China, and South Korea. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.