Market Watch

Property sales have been in the doldrums with stock prices falling in tandem. We speak to Loong Kok Wen, Senior Analyst at RHB Research Institute to see if the property sector really is as bleak as we think, or are there undervalued gems to be discovered. See omnystudio.com/listener for privacy information.

US Bank’s earnings have been disappointing and President Trump is in the mood to strike deals through bilateral negotiations. See omnystudio.com/listener for privacy information.

With central banks leaning towards a dovish tilt,  are dividend stocks the way to outperform markets? We speak to Jeremy Goh, Head of Research at Hong Leong Investment Bank, to find that yield. See omnystudio.com/listener for privacy information.

The weak results of Goldman Sachs and Citigroup disappointed Wall Street amid a backdrop of recent job strength and a steadying US economy. Meanwhile, Mario Draghi is worried about central bank independence. See omnystudio.com/listener for privacy information.

Kingsley Jones highlights some potential sectors and stocks to take note of that could benefit from the Australian election that which is taking place on the 18th of May. See omnystudio.com/listener for privacy information.

Carlos Casanova talks about Indian pre- and post-election scenarios. Meanwhile, the Fed minutes indicate continued dovishness for a while. See omnystudio.com/listener for privacy information.

Vishnu Varathan, Head of Economics and Strategy, Mizuho Bank discusses the Kingt's lowering 2019 global growth forecasts for the second time since January in the context of a fresh trade war between the US and EU brewing. See omnystudio.com/listener for privacy information.

The IMF downgrade for global growth comes amid tight US labour supply. Tim Mulholland refers to this as the bifurcated economy.  See omnystudio.com/listener for privacy information.

Production data show that the manufacturing sector in Germany has been a drag whereas services have been chalking up good numbers. Freddy Lim thinks that this is leading to economic stabilisation in Europe. See omnystudio.com/listener for privacy information.

Moody cites rising borrowings, more open market integration and rising dependence on China as things to watch out for. See omnystudio.com/listener for privacy information.

While the US heads "closer and closer" to a trade deal with China, oil price is at an 18-month high due to the upcoming expiry of Iranian waivers added on top of geopolitics coming from Venezuela and Libya. See omnystudio.com/listener for privacy information.

The Morning Run speaks to Rajiv Batra about the underperforming ASEAN markets, foreign ownership and factors that could help boost market sentiment. We also discuss the impact of elections, the US-China trade war and softness in Emerging Markets like Turkey and Argentina on the ASEAN region. See omnystudio.com/listener for privacy information.

The Morning Run takes a look at markets overnight and speaks to Tim Mulholland for his thoughts on Brexit, European manufacturing optimism, and concerns over Facebook.   See omnystudio.com/listener for privacy information.

We get into the overnight international headlines and speak to Vishnu Varathan about China’s manufacturing sentiment and whether ASEAN can mirror it. We also ask Vishnu about South Korea’s weakened exports and his outlook for cryptocurrency. See omnystudio.com/listener for privacy information.

The Morning Run goes through overnight market news and speaks to Dodge Dorland about volatility in Emerging Markets, outlook on oil and his thoughts on Saudi Aramco. See omnystudio.com/listener for privacy information.

We discuss whether this is a result of reflationary policies or something else. See omnystudio.com/listener for privacy information.

The Morning Run discusses how markets did overnight including top international headlines and speaks to Joe Quinlan about China's manufacturing sentiment and debt market. See omnystudio.com/listener for privacy information.

We talk to Kingsley Jones of Jevons Global in Sydney on the importance of PMI and whether Lyft reminds him of the tech crash of 2000. See omnystudio.com/listener for privacy information.

Tim Mulholland, President of TJM Limited, discusses the US PMI data, the bond market and Brexit prediction. See omnystudio.com/listener for privacy information.

Vasu Menon, Vice President and Senior Investment Strategist of OCBC Bank in Singapore gave his views on what to expect  for markets in the months ahead. See omnystudio.com/listener for privacy information.

With the expectation of Chinese Industrial Profits data and a repositioning of Beijing's stance to sectoral intervention, we speak to Freddy Lim, CIO of Stashaway, about his market outlook. See omnystudio.com/listener for privacy information.

04:05 - Joe Quinlan believes that while global declines in bond yields are signalling a slowdown, markets can look forward to a reflation later in the year 08:15 - Despite uncertain election outcome Thailand has more tourism and inflation than Malaysia, propping up the baht’s strength relative to the ringgit - See omnystudio.com/listener for privacy information.

With markets dropping all over the world, the buzzword now is 'cut': will central banks do so or not? Mizuho Bank's Economics Head, Vishnu Varathan, explains. See omnystudio.com/listener for privacy information.

Carlos Casanova shares his insights on the regional impact as a tariff removal remains the main sticking point in the trade negotiation. We also get him to weigh in on trends among the monetary policy of Central Banks in the region after the Fed meeting outcome. See omnystudio.com/listener for privacy information.

Kingsley Jones, Chief Investment Officer, Jevons Global, discusses his fund's approach to tech giant like Facebook and Google following criticism against their platforms in the wake of the mass shootings in New Zealand. He also discusses the Japanese central bank's monetary policy approach and the latest developments with British Prime Minister Theresa May's Brexit deal. See omnystudio.com/listene...