Market Watch

China’s stocks are tumbling, the yuan is sinking, and there are warnings from a Chinese government-backed think tank of potential “financial panic”. Tim Mulholland, President of TJM Limited, weighs in on the recent Chinese market rout, and speculation that China could use a weakened yuan as leverage, as well as the knock-on effect of this on Emerging Markets. See omnystudio.com/l...

Emerging markets have been seeing a sell off in stocks in recent weeks. Have they been oversold? We ask Geoff this and also his thoughts on the ongoing trade tensions that has had a continued impact on markets. See omnystudio.com/listener for privacy information.

The selloff in Chinese stocks continues, after the Shanghai Composite Index fell into bear market territory yesterday. Dodge explains what's driving the selloff, and outlines an investment strategy during such uncertain times. See omnystudio.com/listener for privacy information.

As we are moving into the second half of 2018 soon, Vasu shares his outlook and investment strategy for the market moving forward. He also talks about the ongoing trade war jitters that continue to cloud the markets. China’s central bank recently announced that it will cut the amount of cash some lenders must hold as reserves. So this will unlock about 700 billion yuan (US$108 billion) of li...

Stephen analyzes how Recep Tayyip Erdogan's triumph in the Turkish presidential elections could affect the lira, and how OPEC's latest production deal could impact the ringgit. See omnystudio.com/listener for privacy information.

With the OPEC meeting scheduled today and the recent Fed hikes, investors remain uncertain. We ask Tim for his views and perspective on the continued departure of foreign investors in emerging markets. We also discuss Tim's 'anti-growth' position, his opinion on trade tensions and his view on commodities. See omnystudio.com/listener for privacy information.

Traders continue to anticipate the next development in the US-China trade spat as the rising tensions continue to rattle the markets. V ishnu shares his expectations on how things will play out in the regional markets moving forward and what investment strategy one should adopt in this uncertain environment.  We also ask his opinion on why he thinks the EPF’s value of investments had dr...

As the US-China trade spat intensifies, China's stocks fell 10% yesterday while the Dow erased all its 2018 gains. This followed news of the US President Donald Trump threatening to place tariffs on a further US$200 billion of Chinese imports. China has said it will hit back if US rolls out a new tariff list. Dodge shares his thoughts on the never ending potential trade war and its impact to marke...

Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, discusses US earnings, bank capital management plans, Dollar demand, Fed policy divergence with the ECB and BoJ and Amerfica’s ongoing trade spat with China. See omnystudio.com/listener for privacy information.

Kingsley Jones, co-founder and Chief Investment Officer of Jevons Global in Sydney, explains the policy divergence between the Fed and ECB, updates market talk on the US-China trade spat, what it means for oil prices and offers an outlook on oil prices in a week when OPEC meets.    See omnystudio.com/listener for privacy information.

Zafri Zulkeffeli, Economist at MIDF Research shares his outlook on Malaysia's economic growth a month after GE14. See omnystudio.com/listener for privacy information.

As widely expected, the US Federal Reserve has hiked interest rates by 25 basis points, and signalled two more rate increases this year. Geoff Howie, Market Strategist at Singapore Exchange shares his thoughts on the tightening of US monetary policy, and what this could mean for emerging market fund outflows. He also looks at STI semiconductor stocks, and the reasons behind the jump in share buyba...

Following the Trump-Kim summit in Singapore, markets now turn their attention to the monetary policy decisions by the Federal Reserve and European Central Bank due Thursday Malaysian time. Dodge also shares his investment strategy for the near-term. See omnystudio.com/listener for privacy information.

Bank of America strategists are calling this week “the world economy’s most important week of the year”, with three of the world’s major central banks to set interest rates. Joe Quinlan, Chief Market Strategist at US Trust-Bank of America Private Wealth Management, in New York discusses the expected impact of a US rate hike on equity, bond and emerging markets See omnystudi...

Besides the Trump-Kim summit in Singapore, the week ahead will also feature monetary policy decisions by the Fed, European Central Bank and the Bank of Japan. Also, Friday marks the deadline for the White House to finalise a list of tariffs on Chinese goods. Stephen outlines how market expectations are shaping up for the week ahead. See omnystudio.com/listener for privacy information.

Mikio Kumada, the Global Strategist at LGT Capital Partners in Hong Kong, shares some market whispers ahead of next week’s Fed meeting and what the street thinks Fed officials might say about inflation and other economic data in terms of offering some pointers for the Dollar’s direction. He also talks about India's and Indonesia’s central bank comments on how a strong dollar and...

The Bank Negara governor Tan Sri Muhammad Ibrahim resigned yesterday, after just two years of a five-year term. This is amid criticism that the former government used funds from the central bank’s recent land deal to pay 1MDB debts. We speak to Vishnu about this. We ask him if he thinks there will be continuity and whether the change of guard would have any impact to Malaysia's monetary...

The latest Labor Department’s JOLTS report, coupled with last Friday's US non-farm payrolls data, points to robust US economic expansion. What will this mean for the greenback? Dodge also gives his take on how emerging markets may react to a stronger dollar, along with possible policy reactions by Asian central banks. Also, he assesses the political risk out of Europe, against its economic f...

Kingsley looks ahead to key monetary policy decisions by the Reserve Bank of Australia and the Fed. He also gives his take on the inclusion of Chinese stocks on MSCI indices and the latest US non-farm payrolls data. See omnystudio.com/listener for privacy information.

The decision to impose tariffs on steel and aluminium imports from the EU, Canada and Mexico have reignited fears of a global trade war. However Tim Mulholland, President of TJM Limited in Chicago thinks Italy is the bigger risk to global markets. See omnystudio.com/listener for privacy information.

Market concerns over Italy's political crisis appear to be overdone, with several asset classes staging a relief rally of sorts overnight. Beyond geopolitical risk, Geoff also outlines other themes that could drive markets moving forward. See omnystudio.com/listener for privacy information.

Italy's political crisis is sparking fears of spillover effects into the euro-zone. Overnight, US stocks fell the most in a month while European shares closed with the worst drop since March. Dodge helps us assess the risks and navigate the volatility ahead. See omnystudio.com/listener for privacy information.

Stephen expects some more pain to come for emerging markets. He says the stronger US dollar is acting like a wrecking ball and will continue to weigh negatively in the region. He also shares his outlook on the Ringgit. We also discuss the impact on markets on the back of news that the US-North Korea Summit is back on.   See omnystudio.com/listener for privacy information.

Vasu discusses the market impact of America’s withdrawal from talks with North Korea as well as the impasse in trade talks with China. See omnystudio.com/listener for privacy information.

Rising oil prices and higher US interest rates are seen as a double negative for Asian equity markets. Additionally, foreign funds are flowing out of the region. Vishnu talks about the equity emerging markets in the midst of the current backdrop. He also shares his outlook on the Ringgit and the Malaysian market. See omnystudio.com/listener for privacy information.