BFM Media

Market Watch

News EN ↓ 6079 episodes

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.

Author

BFM Media

Category

News

Podcast website

www.bfm.my

Latest episode

Jul 9, 2026

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Episodes

May's Brexit Day Delay 14.03.2019

We speak to Tim Mulholland to get his take on market movements overnight including reaction to the Brexit vote and Chinese economic data and rallying oil prices.  To get more insight on Brexit, we spoke to Alex Stojanovic,  a Researcher at Institute for Governance, a UK-based think-tank, to capture his thoughts on what next for the British. See omnystudio.com/listener for privacy informa...

Mayday For Brexit Advocates 13.03.2019

Vishnu Varathan discusses British Prime Minister Teresa May's latest setback in her Brexit plans and what it means for the Pound Sterling. He also chats about China's economic data and the BoJ's monetary policy direction. See omnystudio.com/listener for privacy information.

Pound Escapes Turbulence While Boeing Takes a Pounding 12.03.2019

Dodge Dorland’s wishes for soft brexit gets brighter. Meanwhile Boeing continues its dive but it’s not quite time to get aboard. See omnystudio.com/listener for privacy information.

The Bond Market Outlook 12.03.2019

Bond yields have been down and have not come back up despite the stock market recovery from last year. What is the bond market trying to tell us? See omnystudio.com/listener for privacy information.

US & China To Avoid Economic Mutually Assured Destruction 10.03.2019

Kingsley Jones welcomes China's concession to not use the yuan as a trade weapon. See omnystudio.com/listener for privacy information.

Bank Squeeze Beckons 08.03.2019

Simon , reckons Malaysia's banks are in for a tough 2019. Here's why See omnystudio.com/listener for privacy information.

Money, China's Growth Bandaid 07.03.2019

Carlos Casanova discusses China's fiscal measures to stem slowing growth in the world's largest economy See omnystudio.com/listener for privacy information.

Cash and Banks, The Way Forward 07.03.2019

Michael Lai,  says some high net worth money is shifting into cash as a safe haven but he also recommends banks as another option. See omnystudio.com/listener for privacy information.

Warrants 101 06.03.2019

We speak to Isabelle Zhen, the assistant VP of Warrants at Kenanga Investment Bank to discuss the Warrants landscape in Malaysia as well as some risk factors and benefits associated with this investment tool.  See omnystudio.com/listener for privacy information.

Beijing to Colour Beige Book 05.03.2019

We speak to Dodge about the upcoming release of the Federal Reserve's Beige Book. While the Fed basks in an underlying strong domestic economy it will also monitor China closely. Also, the Philippine President has made a surprising appointment for its new Central Bank governor. See omnystudio.com/listener for privacy information.

ECB Will Go With the Flow 04.03.2019

While Europe adapts to the global trend of lax monetary attitudes in a key interest rate decision this week, China is on the lookout for areas of structural growth in the National People’s Congress See omnystudio.com/listener for privacy information.

Independence Trumps Influence 03.03.2019

Donald Trump name calling on Jerome Powell is unlikely to influence the US dollar which is expected stay strong on interest differentials See omnystudio.com/listener for privacy information.

Deflation, A Smoke Bomb Of Distraction 01.03.2019

Reported deflation of the economy saw Finance Minister Lim Guan Eng attempting to quell fears and drive home the point that this was not the result of any weakening in consumer demand. We speak to Daniel Moss on the bigger issues for the economy and by extension the markets in Malaysia.  See omnystudio.com/listener for privacy information.

America Swells, China Shrinks 28.02.2019

Tim Mulholland, President of TJM Limited, discusses US 4Q and full-year GDP and China's contracting industrial production. See omnystudio.com/listener for privacy information.

India, Pakistan, Trump, Kim, Oil Hog Headlines 27.02.2019

Headlines have been filled with tensions lately - India & Pakistan and potentially Trump & Kim. We discuss implications to global markets and sentiments with tensions between India and Pakistan rising. See omnystudio.com/listener for privacy information.

Behind Powell's Fed Speak 26.02.2019

Federal Reserve Chairman Jerome Powell told a Senate committee on Tuesday that the U.S. economic outlook is "generally favorable" but faces challenges from abroad. He also said the Fed is prepared to “adjust” the program if conditions warrant. What does this mean and how would this impact markets? Dodge weighs in. 06:15 - We also talk to Dodge about General Electric's deal to sell its...

A Bull Run Starting In China? 25.02.2019

Chinese equities are on a rampage, with several indices showing bull market gains. Is this the start of a bull run for China? Joe weighs in. See omnystudio.com/listener for privacy information.

Fed in Unchartered Territory but Global Economy still too Fragile 24.02.2019

Kingsley Jones feels that the Fed won't taper in a hurry given the global economic situation. Elsewhere while crisis-hit Venezuela has the world's biggest oil reserves, this might not weigh in too heavily on oil prices as they produce a different kind of oil. See omnystudio.com/listener for privacy information.

China-US Still Looking For Love 21.02.2019

Carlos Casanova explains central banks' policy divergence between Asia and America, whether Trump is cooling on Huawei in America and whether the tariff deadline on US-China trade talks will be extended. See omnystudio.com/listener for privacy information.

As Stocks Surge, Expectations Recalibrate 20.02.2019

Join us as we speak to Vishnu Varathan as he clarifies Fed commentary on its latest minutes with the market behaving like rates will stop rising .. When in fact the Fed hasn't said as much. See omnystudio.com/listener for privacy information.

Walmart's Winning Earnings 19.02.2019

00:14 - We start off with a look into international markets and headlines for the day. 03:21 - Next, we speak to Dodge Dorland and discuss Walmart's earnings that surprised on the upside. What fuelled the earnings? He breaks it down for us. Dodge also shares with us his take on oil prices moving forward. See omnystudio.com/listener for privacy information.

US-China Truce Priced In 19.02.2019

While talks ended Friday in Beijing with no deal made, negotiators in Washington with Donald Trump say discussions were going "extremely well". This has fuelled Asian markets to rally buoyed by optimism of a US-China truce. Are investors too optimistic? Vasu weighs in. We also discuss the Federal Reserve's meeting minutes that will be published tomorrow. We saw that the fed did an about turn and b...

Positive Rally In The US Continues Following Optimism on Trade Talks 17.02.2019

We discuss US market reaction over the recent development of the US-China negotiation, German chancellor, Angela Merkel position on U.S. on isolationism, U.K’s view on threat on 5G as well as Australia’s preparation on Brexit. 0:50 - Markets are up on optimistic news around the US-China Trade War and news from Germany, UK and Australia 02:40 - We speak to Jeffrey Halley Senior Market A...

Rubio on Taxing Buybacks - Good Idea? 14.02.2019

We take a look at how US markets closed and latest earnings from Coca-Cola & Nvdia. We then speak to Tim Mulholland about the trade talks, thoughts on funds moving back into Emerging Markets and Marco Rubio’s comments on taxing buybacks. See omnystudio.com/listener for privacy information.

Optimism Lifts Markets But For How Long? 13.02.2019

We dicuss the markets reaction to the optimistic outlook the market has with prospects of resolution in the horizon. As well with the recent bond market raly, we look into the position of cash among investors.  01:25 - Markets are up on optimistic news around the US-China Trade War & averting another government shutdown 02:24 - We speak to Jeffrey about the recent bond market rally and th...

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