Market Watch

With Russia expected to see further economic sanctions, Roberto gives his insights on the potential impact this will have on Russia, the EU, oil prices and the European Central Bank. See omnystudio.com/listener for privacy information.

Stephen gives his opinions on: - Middle East tensions and whether the markets have priced them in - Impact of these tensions on oil prices - Potential impact of oil prices on the ringgit  - Hong Kong's monetary policy intervention last week See omnystudio.com/listener for privacy information.

Mikio gives his insights on the possibility of a negotiated settlement in the China-US trade dispute and its possible impact on Asian equities. He also talks about how the trade dispute and geopolitical uncertainties have had an impact on US treasury yields, currencies and oil prices. See omnystudio.com/listener for privacy information.

The Thai equity market has outperformed regional peers like Indonesia and Philippines during the first quarter of 2018. What’s driving the performance? We speak to Khoo Hsien Liang, Portfolio Manager at Affin Hwang Asset Management for more insight. See omnystudio.com/listener for privacy information.

Vishnu comments on: - The impact of the US Federal Open Market Committee meeting minutes - Rising geopolitical risk because of US sanctions on Russia and escalating tensions in Syria - European Central Bank's monetary policy direction See omnystudio.com/listener for privacy information.

Dodge weighs in on Facebook's Congressional hearing and the potential impact of regulations on its earnings moving forward. Will Facebook actually prioritise user protection over profits? He also comments on President Xi Jinping's plan to open up China’s economy and whether this will help dial down trade tensions with the US. Melisa, Sharaad and Han then continue the conversation on Facebook...

Joe gives his views on the potential impact of Mark Zuckerberg's upcoming congressional hearings, as well as  the dissipating threat of a trade war,  on tech stocks. He also gives his opinion on sector rotation plays, as well as stocks that could be impacted by a trade war with China See omnystudio.com/listener for privacy information.

MIDF Research recently released a strategy report titled ' Beyond 14th General Election: Economic & Market Perspectives '. Mohd Redza shares his team's year-end target for the FBM KLCI, as well as the outlook on foreign fund flows, the ringgit, and the Malaysian economy. See omnystudio.com/listener for privacy information.

Stocks in the US ended last week with a deep selloff, as concerns over a tense trade stand-off continued following President Trump's instructions for officials to consider a further US$100 billion of tariffs against China, confident that China will be first to buckle. Against this backdrop, how will markets react this week? We also discuss how some investors are seeing emerging markets as havens i...

US President Donald Trump has just ordered the US Trade Representative to consider US$100 billion in additional tariffs on Chinese goods. This could lead to more volatility in US stocks, with the S&P 500 S&P having posted 6 intraday reversals of at least 1% this year. Tim shares his current market strategy, whether to ride it out or lock it those profits and get out. See omnystudio.com/lis...

The US and China have announced their respective plans for tariffs, ratcheting concerns of a full-blown trade war between the world's two largest economies. Commenting on the ongoing saga, Vishnu also outlines possible implications on other Asian economies. See omnystudio.com/listener for privacy information.

US stocks posted a rebound on Tuesday, recovering from its worst April start since 1929. Is President Donald Trump the sole contributor to the latest bout of volatility? Are there near-term catalysts for more upside to the stock markets? Dodge shares his thoughts. See omnystudio.com/listener for privacy information.

Tensions over trade between the US and China are escalating. Just yesterday China announced new tariffs on 128 US products which seems to have lead to the S&P 500 closing at the lowest level since early February. How should investors invest in the current volatile and uncertain environment? We ask Joe Quinlan this. He also shares which sectors he is betting on in the current uncertain and vola...

The S&P 500 posted a negative quarter and the US dollar dropped to quarterly lows in March. Will this downtrend continue into this new quarter that we are in? To help us answer this question, we speak to Stephen Innes. We also discuss China, the currency markets and oil prices. See omnystudio.com/listener for privacy information.

Mikio shares his views on: - Direction of US equities in the second quarter - Global growth for the rest of 2018 - His investment strategy, given current volatility - Oil prices See omnystudio.com/listener for privacy information.

Roberto gives his views on the tech stock selloff, impact of a trade war on currencies, bitcoin and  his outlook for Malaysia. See omnystudio.com/listener for privacy information.

As investors look ahead to the new stock exchange link between Malaysia and Singapore, Geoff gives an overview on how global developments, along with domestic monetary and fiscal policies, may present opportunities for equity investors. See omnystudio.com/listener for privacy information.

After the global equities selloff last week, investors have come back to the market as concerns over a US-China trade war subside. What should investors focus on now - headline risk or fundamentals? Joe shares his thoughts. See omnystudio.com/listener for privacy information.

Kingsley gives his insights on: - the impact of a trade war on the Australian economy - the possibility of a recession - expectations of a rate hike by the Reserve Bank of Australia - Australian equities See omnystudio.com/listener for privacy information.

Tim shares his insights on the sell-off sparked by Trump’s trade war bluster, his outlook on Facebook and escalating concerns that globalisation would be hurt by worsening China-US relations . He also discusses America's growth outlook in the face of the Fed's steepening rate policy, and how new Chair Jerome Powell might (or might not) differ from his predecessors. See omnystudio.com/li...

The Fed has raised US interest rates, as widely expected. Meanwhile, Facebook CEO Mark Zuckerberg has finally addressed the Cambridge Analytica controversy. Vishnu shares his view on the broader market implications. See omnystudio.com/listener for privacy information.

Juin Hao shares his insights on: -  Key takeaways from China’s recently concluded National Party Congress; -  Changes at the top leadership of the Communist Party of China and how markets perceive the changes; and - Outlook for China. See omnystudio.com/listener for privacy information.

Concerns about Facebook’s management of user data sparked a selloff in tech shares on Monday. Is this the beginning of the end for the tech party? Zooming into Facebook, its market value has dropped over US$40 billion (RM156 billion) in the space of just two days. That is roughly the size of Jordan or Lithuania's entire economy. We ask Dodge if this is a buying opportunity for Facebook share...

While Facebook has suspended Cambridge Analytica from its platform, the former is being criticised by US lawmakers and users over data security concerns. Can Facebook's fundamentals drive the company past this controversy? Jonathan also comments on the EU's proposed tax plan on tech giants and tech IPOs in 2018. See omnystudio.com/listener for privacy information.

Stephen shares his insights on: - Leadership changes taking place at the top of the Communist Party of China and at the People's Bank of China, as well as how markets view the changes; - Market expectations of Fed Chair Jerome Powell's first post-rate meeting press conference on Wednesday; and - US equities and inflation See omnystudio.com/listener for privacy information.