Market Watch

The emerging market sell-off sparked by Turkey and Argentina’s twin currency crises have deepened -- stirring concerns of a broader crisis. We ask Geoff when does he see the bloodshed ending. He shares his thoughts on how investors should be investing today. We also discuss safe havens in the midst of the current uncertainty. See omnystudio.com/listener for privacy information.

Dodge Dorland, Chief Investment Officer, Landor & Fuest Capital Managers, New York, sheds light on the rout in emerging market currencies. He also discusses Amazon crossing the trillion-dollar mark amidst speculation of a bubble. See omnystudio.com/listener for privacy information.

Stephen previews the week ahead, with the US possible slapping on additional tariffs on up to USD200 billion of Chinese imports, with August non-farm payrolls due out Friday. On the domestic front, Stephen outlines his expectations for Bank Negara Malaysia's upcoming monetary policy announcement. See omnystudio.com/listener for privacy information.

The estimates of the second quarter GDP for the US has been revised upwards to 4.2%. Is that as good as it gets or are there more tailwinds for US economic growth? We ask Vishnu this. We also discuss Asian markets that have had a leg-up over the last few days with positive news-flow coming out of the US on the trade front. Vishnu shares his view on the sustainability of that momentum.  See om...

US stocks added to record highs, following a breakthrough in trade talks between the US and Mexico. Dodge shares his current read on global trade tensions, and how this latest trade development could affect the US political and economic landscape. See omnystudio.com/listener for privacy information.

Khoon Goh, Head of Asia Research for ANZ in Singapore, discusses the Chinese counter-cyclical currency measures that spurred gains in Asia and what it means for markets going forward. He also talks about trade tensions and how it's affected Asian export markets thus far. See omnystudio.com/listener for privacy information.

The S&P 500 and Nasdaq Composite reached all-time highs on Friday.   Is there an end in sight for the longest bull-market run in US history? Should investors be careful? Kingsley shares his views on this and also talks about the US economy. We also discuss the expected impact to markets with former treasurer Scott Morrison now Australia's sixth prime minister in just over a decade. See om...

The US and China wrapped up two days of low-level trade talks in Washington, with no reported progress and no further talks scheduled. Vishnu helps us navigate the ongoing global trade tensions, and also shares his outlook on US monetary policy and political risks. See omnystudio.com/listener for privacy information.

Trade development continues to provide the ongoing regional focus, with Asia mostly in the red for the year thus far. Geoff, Market Strategist with SGX in Singapore shares with us how he sees the Asian markets trading moving forward in the mid- to long-term. He also talks about what key investing themes he sees playing out for the rest of this year. We also discuss share buybacks in...

Markets appear to be striking a more optimistic tone following a report that Chinese and American negotiators are working towards de-escalating the trade dispute. Have markets turned the corner when it comes to this issue? We discuss this with Joe. See omnystudio.com/listener for privacy information.

Malaysia’s GDP for the second quarter grew 4.5% year-on-year, which is significantly lower compared to 5.4% in 1Q18. It was also below estimates of all analysts. We get Julia's insights on what happened and what this latest data is telling us. See omnystudio.com/listener for privacy information.

Greg McKenna, Chief Market Strategist at Sydney-based AxiTrade, talks about the Fed’s upcoming symposium at Jackson Hole and the impact to markets from the upcoming Beijing-Washington trade talks, Turkey’s woes and Australia’s worst drought in half a century. He also finds time to offer feedback on Donald Trump’s proposal to abolish quarterly reporting. See omnystudio.com/l...

The US and China are set to hold low-level trade talks later this month. While that could signal a thawing of tensions between the world's two largest economies, could there be other global risks that could rock global markets? Tim weighs in. See omnystudio.com/listener for privacy information.

Overnight, Turkey announced that it is ratcheting up retaliatory tariffs. This is Just days after President Trump tweeted his decision to double tariffs on Turkish steel and aluminum. Also, Qatar came to Turkey's aid with a pledge to invest US$15 billion in the country to help it ride out its currency crisis. Following this latest development, Vishnu shares his insights with us on how he sees this...

Joyce, Han and Giri talk to Dodge Dorland about continued developments with the Turkish Lira, concerns around Federal Reserve increasing interest rates and fears of contagion.   See omnystudio.com/listener for privacy information.

We speak to Kingsley Jones of Jevons Global in Sydney on the crumbling Turkish Lira and how it might affect emerging markets.  See omnystudio.com/listener for privacy information.

Roshan Kanesan speaks to Loong Kok Wen, an analyst with RHB Research, on the current state of the property sector. Kok Wen talks about the property overhang, potential effects of changing government policies and mega-infrastructure projects reviews. She also goes into her outlook and top pick for the sector. See omnystudio.com/listener for privacy information.

The Nasdaq has recorded an 8-day winning streak, its longest run since October, while the S&P 500 is less than 1 percent away from a new record high. Mikio explains what's been driving US equities of late, and shares his expectations for the upcoming US July CPI data, due at 8:30PM Friday Malaysia time. See omnystudio.com/listener for privacy information.

- Emerging Markets need to be assessed on country-specific fundamentals. - Capital flows triggered by U.S. Monetary Policy and Interest Rate Differential. - KLCI is likely to enjoy short-term support from consumer-based stocks based on GST rationalization program and tax-holiday.  Michael Lai, VP of Wealth Management Research of OCBC Bank shares his views. See omnystudio.com/listener for priv...

Elon Musk stunned investors on Tuesday with a tweet saying that going private is the 'best path forward' for Tesla. He said this will relieve Tesla of the "enormous pressure" of Wall Street's expectations -- and that he has already lined up the funding. Dodge shares his views on this surprising tweet that stirred the stock. Tesla shares jumped on the 'tweet', ending 11% higher on Tuesday compared...

 LaFarge Malaysia is the country’s largest cement player and has seen its stock almost halved since the start of the year. Roshan Kanesan spoke to Jade Tam, Research Analyst at Maybank Investment Bank on the reasons behind LaFarge Malaysia’s decline, its earnings expectation for the quarter and the outlook on the industry. See omnystudio.com/listener for privacy information.

US President Donald Trump's reimposed sanctions on Iran will go into effect today, with more slated for November. How will this affect the global markets, which is already having to contend with heightened trade tensions? Joe weighs in. See omnystudio.com/listener for privacy information.

Stephen Innes, Head of Trading in Asia-Pacific, OANDA, discusses recent US jobs data, earnings, US-China trade bluster and Fed commentary, providing guidance on likely funds flow and sentiment See omnystudio.com/listener for privacy information.

Last week Vitrox Corporation broke its revenue record and beat expectations, as it hit RM105 million in sales, about a 35% increase year-on-year. Roshan Kanesan spoke to Ivan Yap, Research Analyst with Maybank Investment Bank, about these earnings and what it means for the company going forward. See omnystudio.com/listener for privacy information.

Yesterday the Bank of England raised interest rates by 25 basis points to 0.75%, the highest rate since 2009. We ask Tim Mulholland, President of TJM Limited is he believes this move is premature, given that Brexit is still in the works. And Apple has become the first US company to hit a trillion-dollars in market capitalisation! See omnystudio.com/listener for privacy information.