Market Watch

The International Monetary Fund (IMF) recently flagged an outside chance of a crisis in emerging markets. How real is a "crisis" brewing here in this part of the world -- Southeast Asia? We discuss this with Vishnu. IMF also warned that investors are underestimating the risk of a financial shock today. Does Vishnu agree and what investment strategies should investors adopt today? He weighs in. See...

Dodge Dorland, Chief Investment Officer at Landor and Fuest Capital Managers, spells out the contagion risk to emerging markets, including Malaysia, of Pakistan seeking IMF assistance after devaluing its currency. He also updates listeners on the latest developments in the US-China trade spat. See omnystudio.com/listener for privacy information.

On Monday, foreigners dumped USD1.4 billion worth of A-shares, after Chinese markets re-opened following its week-long holiday. We spoke to Joe about the current selloff, and whether global markets could be headed for another liquidity crunch, which was a key feature for the last global financial crisis 10 years ago. See omnystudio.com/listener for privacy information.

China's central bank has reduced the required reserve ratio for the fourth time this year, as Chinese markets are set to return after a week-long holiday. Stephen also shares his take on Treasury yields and oil prices, both rising of late. See omnystudio.com/listener for privacy information.

Overnight, US stocks fell the most since June to its lowest level in 3 weeks. This comes after the global government bond selloff, with 10-year U.S. Treasury yields breaking above 3.2%, its highest level since 2011, while Japan’s 10-year government bond touched its highest level since January 2016. Tony explains what's currently driving global markets, and also his outlook for US economic gr...

Geoff Howie, Market Strategist at the Singapore Exchange, discusses the impact on Asian share markets of the latest geopolitical road bumps between China and the US. He also talks about Singapore’s release of its flash estimate for property prices earlier this week. He ends with a view on the US economy and the Dow’s vulnerability to any fallout from trade tariffs. See omnystudio.com/l...

US Federal Reserve Chairman Jerome Powell recently said the outlook for the US economy is “remarkably positive” and on the verge of a “historically rare” era of ultra-low unemployment. Dodge Dorland, Chief Investment Officer with Landor & Fuest Capital Managers in New York joins us to discuss what this means for US monetary policy. See omnystudio.com/listener for privac...

Joe shares his outlook for Asian markets as we are months away from the year end. He also talks about oil and gold prices. See omnystudio.com/listener for privacy information.

Kingsley Jones, Founder and Chief Investment Officer of Jevons Global, offers an outlook for the US economy and whether US shares will do as well in a brand-new fourth-quarter as it did in the third quarter. He also offers a view on embattled emerging market assets, which are facing headwinds like high oil prices, US-China trade tensions and rising inflation thanks to a rising Dollar. See omnystud...

Tim helps us unpack the Fed chair's latest speech, as he shares his outlook on US monetary policy and economic growth. See omnystudio.com/listener for privacy information.

Vasu Menon, Vice President and Senior Investment Strategist, OCBC Bank Singapore, talks about the Fed’s hawkish comments on US rates despite slowing growth, how Asian central banks will respond, Japan’s markets at 27-year highs, while offering an outlook for ASEAN growth. See omnystudio.com/listener for privacy information.

Oil prices seem to be on an upward trajectory. The global benchmark Brent crude recently jumped more than 3% to a four-year high of above US$80 a barrel after Saudi Arabia and Russia ruled out any immediate increase in production. We get Dodge's take and his outlook on oil prices. We also get his thoughts on if he thinks global trading risk has moderated or heightened. Dodge also shares his views...

Given recent contagion fears and the recent selloff from emerging market assets, are ASEAN economies facing another Asian Financial Crisis? Dr. Donald Hanna weighs in. CIMB Bank, alongside Maybank and RHB Bank will be jointly hosting an investors conference with the theme ‘Malaysia: A New Dawn’, on 9 October 2018 in Kuala Lumpur.    See omnystudio.com/listener for privacy inf...

All eyes will be on the FOMC decision after its meet on Wednesday. Fed funds futures point to a 100% chance of a US rate hike this week. If a rate hike happens tomorrow, that would be the third US rate hike meeting this year. We talk not Joe about this and the possibility of a 4th US rate hike before 2018 ends. See omnystudio.com/listener for privacy information.

Suhaimi shares with us his expectation of the upcoming Budget 2019. He also talks about the need for "clear policies" in this New Malaysia. It has been over four months since we've had a change in government so we asked Suhaimi his mid to long term growth outlook for the Malaysian economy in this New Malaysia that is operating in a global environment clouded with growing volatility. He also shed i...

Stephen Innes, Head of Trading in Asia-Pacific at Singapore-based OANDA, discusses the escalation in the trade dispute between China and the US, examining the economic and fiscal permutations of deteriorating global conditions, as well as the policy and non-policy weapons at China’s disposal. Innes also discusses China manufacturing data and the upcoming FOMC meeting and America’s rate...

Contagion fears recently sparked a selloff in emerging market assets. Are Malaysia's economic fundamentals resilient enough to offset such risks? Peck Boon Soon weighs in. RHB Bank, alongside Maybank and CIMB Bank will be jointly hosting an investors conference with the theme ‘Malaysia: A New Dawn’, on 9 October 2018 in Kuala Lumpur. See omnystudio.com/listener for privacy information.

The Dow and the S&P 500 notched record highs just days before the Trump administration will impose a 10% tariff on US$200 billion worth of goods on September 24. Mikio assesses the market reaction, and also the potential economic impact from the US-China trade 'skirmish'. See omnystudio.com/listener for privacy information.

The stakes have ratcheted higher in the trade spat game, with Donald Trump taking hostilities with its biggest trading partner to a higher level. As a result, businesses, equities and currencies have been caught in the crossfire. Geoff Howie, Market Strategist at Singapore Exchange helps us understand the  risk appetite in markets amid the turmoil. See omnystudio.com/listener for privacy info...

China has vowed to retaliate to Trump's latest round of tariffs, with markets appearing to take that in stride. Dodge believes there could be a few twists and turns before we may be faced with a full-trade war. See omnystudio.com/listener for privacy information.

The Trump administration just announced that it will slap a 10% tariff on about US$200 billion in Chinese goods next week further intensifying the prolonged trade war between the world’s two biggest economies. How would this impact emerging market debt and currencies moving forward? We ask Sergei this. We also get his thoughts on whether he thinks the ongoing currency crisis in the emerging...

Vishnu Varathan, Head of Economics and Strategy for Mizuho Bank in Singapore, discusses the emerging market turmoil that has roiled stocks, providing clarity on Malaysia and the Ringgit's direction. More ominously, he points out that China is susceptible, which means that her trading partners, including Malaysia, are also vulnerable. See omnystudio.com/listener for privacy information.

Market strategists say the game has changed in the last year, with markets now driven by politics instead of central banks. The risk is that politics are much less predictable than the central banks. We discuss this with Dodge and he shares insight on how investors should invest in this current environment. We also talk about the latest economic data coming out from the Eurozone and the expectatio...

Bank Negara gave Malaysian exporters more flexibility in managing export proceeds. They can now transfer export proceeds to onshore accounts to meet up to 6 months of foreign currency obligations, without the need to first convert proceeds into ringgit. Anushka explains why this latest measure is seen as 'credit positive' for Malaysia. See omnystudio.com/listener for privacy information.

JPMorgan and BlackRock have warned of contagion hitting emerging markets, given the recent selloff. Are those contagion fears warranted or overblown? Mikio weighs in. See omnystudio.com/listener for privacy information.