Market Watch

Dodge reckons that the trend of the strengthening US dollar will continue. We also talk about how some fund managers say the trade war that is now “on hold” is more of a ceasefire rather than a peace treaty. Given this, a number of them are still cautious. Dodge shares his thoughts with us on this. We also discuss about the markets and oil prices. See omnystudio.com/listener for privac...

US Secretary Treasury Steven Mnuchin says the US and China have suspended threats to impose tariffs, citing "meaningful progress" on trade issues. Could such statements fuel risk-on sentiment among investors? Joe also shares his take on the recent gains in the US dollar and 10-year Treasury yields. See omnystudio.com/listener for privacy information.

The US and China held intense discussions over 2 days in Washington about the threat of a trade war between the world's two largest economies. How should markets view the latest chapter in this ongoing saga? Kingsley weighs in. See omnystudio.com/listener for privacy information.

Tim Mulholland of TJM Limited, discusses US earnings season, a resurgent Dollar and rising Oil prices and what it means for emerging market asset prices. He also discusses political development in Italy and what it means for Eurozone risk premiums. See omnystudio.com/listener for privacy information.

Malaysia has announced that the GST will be set at zero percent starting June 1. Khoon Goh explains the economic implications of Putrajaya's decision. See omnystudio.com/listener for privacy information.

The stock market has been nothing but volatile post-GE14. Danny shares his strategy in the current environment and what segments are in his radar. He also talks about what he thinks will be the near-term drivers for Malaysian equities moving forward. See omnystudio.com/listener for privacy information.

A week on, the Malaysian market is still digesting the shock GE14 result, with the FBM KLCI and the ringgit faring better than expected. What about foreign investors? Has GE14 given them 'indigestion'? Dodge shares his outlook for Malaysian assets, while also sharing his outlook for China. See omnystudio.com/listener for privacy information.

Having seen its biggest swing in 3 years, the FBM KLCI continued to post gains at today's open. Benny shares strategies to employ in the local stock market amid all the volatility, while highlighting certain sectors that could see upside potential. See omnystudio.com/listener for privacy information.

The local Malaysian market seem to be faring better than expected after the surprise GE14 results. Is the surprising stock market reaction based on economic fundamentals? We ask Dr Arup this. We also talk about the Ringgit and the economy moving forward. Arup believes the economy will growth 5.2% to 5.3% this year. He also says that the removal of GST will boost confidence and consumption. See omn...

Prime Minister Tun Dr. Mahathir has sought to reassure markets in recent days. Michael assesses the early market movements post-GE14 and near-term potential. See omnystudio.com/listener for privacy information.

On the first trading day after the general elections, the FBM KLCI opened 1.7% lower while the ringgit saw its biggest decline in 18 months. Mohd Redza shares his outlook on the markets and fund flows post-GE14. See omnystudio.com/listener for privacy information.

Local markets were on an extended break following GE14 and will begin trading for the first time under the new Pakatan Harapan government today.` How will the Ringgit trade? Stephen shares his input with us on this. See omnystudio.com/listener for privacy information.

What are the markets pricing in to the upcoming Malaysian polls tomorrow? Stephen Innes shares his views on this. He also talks about the Ringgit, USD fund flows and oil prices. See omnystudio.com/listener for privacy information.

The 2018 Australian Federal budget will be revealed this week and Kingsley shares with us what the market is predicting. He also gives his outlook on the Aussie dollar. We also talk about US President Donald Trump's upcoming  meet with US officials who went to China to negotiate with Beijing over trade. The Trump administration had demanded a $200 billion cut in the Chinese trade surplus with...

US Treasury Secretary Steven Mnuchin is in China for tariff talks. Tim outlines what he hopes will come out of those discussions, and also highlights what's been driving US equities and Treasuries. See omnystudio.com/listener for privacy information.

With Singapore’s Straits Times Index having gained 6.2% in SGD terms between January and April 2018, Geoff highlights sectors that have fuelled this rise in the city-state's equities. He also shares his reaction to the Fed's decision to maintain US interest rates this month. See omnystudio.com/listener for privacy information.

We ask Dodge for his outlook on the US monetary policy moving forward with a Federal Reserve decision on interest rates due this week. He also shares with us his outlook on the US dollar and talks about Apple's earnings that beat expectations despite selling fewer than expected iPhones. See omnystudio.com/listener for privacy information.

Stephen gives his insights on the Regional Comprehensive Economic Partnership and its potential impact.  He also shares his views on the impact of elections and oil prices on the ringgit as well the direction of treasury yields and its impact. See omnystudio.com/listener for privacy information.

Mikio gives his take on the European Central Bank's decision to keep interest rates on hold. Also, he looks ahead to the Bank of Japan's decision today, while assessing the effectiveness of Japan's stimulus programmes. See omnystudio.com/listener for privacy information.

Vishnu gives his insights into the potential impact of trade war on China and South East Asian economies. He also shares his views about how the Chinese government is managing the risks associated with household debt and debt in the financial system. See omnystudio.com/listener for privacy information.

Alphabet, Google’s parent company, is the latest to join the ranks of tumbling stocks after Tuesday's results. Other tech giants that fell include Facebook, Amazon and Netflix, with almost $85 billion in market value wiped out. Dodge talks about what's happening in the tech sector, and does not think that this is an issue of fundamentals but more of perception. He also talks about how e...

Kingsley gives his views on the IMF’s statement over the weekend on global growth and what risks most worry him at the moment. He also shares his outlook on oil markets. See omnystudio.com/listener for privacy information.

Tim gives his insights on: - The recent oil rally - Equities and commodities prices going forward - The outlook of the KLCI - The next Federal Reserve meeting See omnystudio.com/listener for privacy information.

Geoff gives his insights on: - the People's Bank of China's move to reduce the Reserve Requirement Ratio for commercial and foreign banks - Key takeaways from the US Federal Reserve's Beige Book, especially in light of the possibility of a trade war - The Monetary Authority of Singapore's tightening of monetary policy - The Singapore stock market's valuation See omnystudio.com/listener for privacy...

Tony gives his insight on: - US earnings, growth and equities going forward, as well as the US Dollar. - the rumours that Japanese prime minister Shinzo Abe is likely to resign in June, due to his cronyism scandals, and how that would impact Japan's economy and the Yen. - Oil prices going forward as West Texas crude fell to near $66 a barrel, and how impactful geopolitical risk will be on prices a...