Market Watch

Vasu shares his views on: - The appointment of Larry Kudlow as US National Economic Council director. - US Inflation and interest rates - Prospects of a looming trade war - Geopolitical risks associated to North Korea - Outlook for Asian markets - His asset allocation strategy See omnystudio.com/listener for privacy information.

Earnings season just ended last month. Which sectors outperformed and underperformed? We ask Cheryl this. She also shares her observation of a shift to liquidity and quality in the midst of uncertainty and volatility. We also discuss  possible wild cards for markets such as the upcoming general elections (GE14) and how investors can expect more volatile trading days ahead for Bursa. We dive i...

Recent key US developments include February's inflation data and Rex Tillerson's sacking as Secretary of State. The Morning Run asks Dodge whether investors are taking it all in stride. See omnystudio.com/listener for privacy information.

Emerging markets had a strong start to the year. While it may be attractive to some investors, there are others who believe debt in emerging markets are under pressure. To get a view on this we speak to Sergei Strigo, Head of Emerging Market Debt and Currency at Amundi. Sergei believes demand for emerging markets still has momentum. See omnystudio.com/listener for privacy informatio...

US President Donald Trump is willing to hold talks with North Korea, possible in the coming months. How are global investors positioning themselves in light of this development? Kingsley shares his thoughts. See omnystudio.com/listener for privacy information.

Tony shares his insights on :- - the impact of tariffs imposed on steel and aluminum imports into the US - the European Central Bank's policy direction - the Bank of Japans's monetary policy direction See omnystudio.com/listener for privacy information.

US President Donald Trump is threatening to impose import tariffs on steel and aluminum. He’s also asked Beijing for a plan to reduce the US trade deficit with China by $1 billion dollars. Meanwhile, Europe is preparing its own set of tariffs in retaliation. How will global markets react to such posturing? Khoon weighs in. See omnystudio.com/listener for privacy information.

The threat of a trade war between China and the US is in the air. Boon Peng weighs in on the potential impact on Asian fixed income markets, currencies and equities. He also discusses where he sees investment opportunities in fixed income markets. See omnystudio.com/listener for privacy information.

Investors are grappling with the prospect of a potential trade war and its threat to economic growth has caused volatility in the markets. What investment strategies should investors look into and which sectors should they bet on? Joe shares his view. We also discuss the impact on markets moving forward following China's latest growth target, of about 6.5% this year, and a lower budget deficit tar...

Robert Rountree gives his take on global growth sustainability and provides some key insights on potential risks that could slow it down.  See omnystudio.com/listener for privacy information.

Fan Fai gives us his insights on: - the impact of rising interest rates in the US - the impact of slowing growth in China on Asian economies - Risks to the Chinese economy See omnystudio.com/listener for privacy information.

Geoff speaks to us about the Singapore stock market. He shares his insights on the sectors and stocks that may benefit from continued synchronized global growth. See omnystudio.com/listener for privacy information.

AirAsia's non-fuel costs are the lowest among budget airlines worldwide. However, is the existing business model sustainable? David considers AirAsia's upside potential versus the downside risks. See omnystudio.com/listener for privacy information.

Vishnu shares his views on expectations on the Fed’s direction and Asian markets, as well as advise he is giving his clients given current volatile market conditions. See omnystudio.com/listener for privacy information.

Kingsley Jones discusses the Dollar’s direction, the new Fed Governor's rate timetable for 2018, as well as the events and data benchmarks that will affect them. He adds that despite the market being in the ‘late stages’ of its rally, opportunities exist in defence, commodities and aeronautical stocks. See omnystudio.com/listener for privacy information.

Mikio shares his insights on Japan's economy and the possible policy direction of the Bank of Japan. He also comments on his asset allocation strategies late last year and his actions during the recent market correction. See omnystudio.com/listener for privacy information.

Vishnu Varathan discusses yesterday’s Fed minutes in order to discern the shape of US interest rates and the Dollar’s direction in 2018. He also talks about Malaysia’s rate curve and the data points that Bank Negara will take heed of when deciding Malaysia's rates. Vishnu also offers a view on Malaysian growth in 2018. See omnystudio.com/listener for privacy information.

Dodge weighs in on whether the recent correction was just an "appetiser" for the year. He also speaks about the Dow Jones and the end to its recent six day winning streak. On earnings, Dodge sees a general fundamental earnings momentum for US based companies, but is unsure if that will translate to stock market. He also reminds us to watch earnings risk as inflationary pressure is increasing.&nbsp...

With Lunar New Year celebrations continuing across Asia, and US financial markets closed for Presidents’ Day, trading volumes might be thinner than usual across the board. However, it could still be an actionable week with several Federal Reserves speakers on tap and the FOMC minutes due later this week. We speak to Joe to take get his take on what to expect in the US this week and what risi...

Stephen gives us his insights on the equity, bond, currency and commodity markets. He also shares his views on trading strategies especially during this Lunar New Year. See omnystudio.com/listener for privacy information.

Michael takes a look back to October, when he was cautious on global markets citing valuations being ahead of earnings, and gives us his insights into the recent market correction. He also talks about the sectors he is overweight and underweight on. See omnystudio.com/listener for privacy information.

Dodge believes volatility is here to stay for a while and presents a good opportunity in the short term. He also reckons the Dow's recent winning streak is sustainable but reminds investors to be "careful". The Dow rose 0.2% to 24,640.45 points on Tuesday, posting a 3-day winning streak as the comeback from the correction continues. What are the sectors investors should have in their radar when on...

It was a rather chaotic week for the markets last week. Will the chaos to continue on for some time, weeks or maybe even months? Stephen shares his views on this. He also talks about a “predictable panicked repricing of asset classes”. He talks about the investments that he is betting on in the midst of the current uncertainty and this includes gold. Stephen also shares insights on cur...

Tomasz Wisniewski, Chief Analyst, Alpari Research & Analysis, discusses the overnight stocks correction, investor sentiment and discloses the messages he is sending his clients, in what is currently an extremely volatile and uncertain period.  See omnystudio.com/listener for privacy information.

Most Asian markets advanced early yesterday and ended the day mixed. There were markets like Bursa Malaysia that retracted some losses made earlier in the week while others continued to be in negative territory. Is the worst is over? Vasu Menon, still sees volatility in the markets but he thinks the recent massive sell off was a correction. He believes investors should stay engaged and focus on fu...