BFM Media

Market Watch

News EN ↓ 6079 episodes

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Author

BFM Media

Category

News

Podcast website

www.bfm.my

Latest episode

Jul 9, 2026

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Episodes

US Stocks - Another Leg Down? 06.02.2018

US stocks posted their biggest gain in 15 months, recovering from the recent global selloff. Where to from here for equities? Dodge weighs in. See omnystudio.com/listener for privacy information.

Bullish Amid The Rout 05.02.2018

Joe gives his his views on the stock market correction, potential for contagion in European and Asian equity markets and his investment strategies given the current uncertainty in markets. See omnystudio.com/listener for privacy information.

Stocks, Dollar, Oil, Gold - Still Rising? 04.02.2018

Tony provides an analysis of Friday's US market action, when US stocks plunged the most since June 2016. He also shares his outlook on US economic indicators and specific asset classes. See omnystudio.com/listener for privacy information.

Is The Ringgit Poised For A Correction? 01.02.2018

Today on Market Watch, Mikio Kumada talks about: 1. Expectations on interest rates, the Ten and monetary policy in Japan 2. The Fed, its policy direction and the direction of the US dollar moving forward 3. Global earnings and valuations 4. The Ringgit See omnystudio.com/listener for privacy information.

Is A Market Correction Imminent? 31.01.2018

Today on Market Watch, Vishnu Varathan talks about: 1. The view that markets are due for a major correction. 2. Concerns around flattening US treasury yield curves 3. Japan's growth story and whether it will continue in 2018 4. Malaysia's overall economic performance and risks to the country's growth. See omnystudio.com/listener for privacy information.

Will The Robust Start To 2018 Continue? 29.01.2018

It is coming to the end of the first month of 2018 and Joe shares his observations on how markets have performed thus far, as well as an outlook on them moving forward. He says the bias of the market is upwards, not downwards, adding that he will not be surprised if there is a pull back or a slow down in pace. Joe also shares his expectations on corporate earnings that will be released soon. Big c...

Will The Fed Hike This Week? 28.01.2018

This week's FOMC interest rate decision will be Janet Yellen's last as Fed chair. Kingsley shares his outlook for US monetary policy, and assesses the risk of a currency war. See omnystudio.com/listener for privacy information.

Malaysia's Rate Hike - More to Come? 26.01.2018

Bank Negara Malaysia raised the benchmark interest rate by 25 basis points yesterday. Will the overnight policy rate be raised beyond 3.25% in 2018? Julia also provides an outlook on the ringgit, Malaysia's economic growth and inflation. See omnystudio.com/listener for privacy information.

Trump's Protectionism - Good for Global Trade? 24.01.2018

This week, US President Donald Trump rolled out import tariffs on solar panels and washing machines, which could hit industries in China, South Korea, Singapore and Malaysia. Dodge comments on how such US protectionist policies could affect overall global trade. See omnystudio.com/listener for privacy information.

Bullish on Asia 23.01.2018

Daniel shares his outlook on the Asian markets, equities and currencies  in 2018, as well as the demand and supply outlook for the fixed-income space in the region. For more information about the World Capital Markets Symposium, please visit the website:  www. worldcapitalmarketssymposium. org See omnystudio.com/listener for privacy information.

Growth Momentum in the US Accelerates 22.01.2018

Joe shares his insights on : 1. The impact of the US government shutdown on the markets 2. The Trump Tax Plan and the impact of the repatriation  on the US economy, with  as much as US 800 billion to be brought home. 3. The view on Wall Street about the political risks associated with leadership vacuum in Germany and its potential impact on the Eurozone. See omnystudio.com/listener for p...

Political Risk on the Euro, USD 21.01.2018

German Chancellor Angela Merkel took a big step towards a fourth term, after the Social Democrats supported coalition talks with Christian Democratic Union. Meanwhile, the US government entered a partial shutdown over the weekend. Stephen assesses markets reactions to these political factors, contrasting them against the primary drivers for the euro and the US dollar. See omnystudio.com/listener f...

The 2018 Stage for M’sian Bonds 19.01.2018

Rajan Paramesran gives his insights into the Malaysian bonds market for 2018. See omnystudio.com/listener for privacy information.

2018 Outlook For Asia 18.01.2018

In 2017, China posted its first full-year growth pickup since 2010. Dr. Michael Spencer provides this year's growth outlook for Asian economies. He also comments on the expected monetary policy path for regional central banks. See omnystudio.com/listener for privacy information.

Small Caps May Outperform The Market 17.01.2018

Dale shares his insights on the current bullishness in global equities and the possibility of a sharp pull back in 2018. He also discusses what he looks for in small cap stocks and how they could provide superior returns over the long term. See omnystudio.com/listener for privacy information.

The Party Continues For Gold 16.01.2018

Dodge takes a look at US market performance overnight, before going into the greenback's tough start to the year. He also points out that the "party continues for gold". Dodge also talks about oil prices and whether it is a good time to invest in them. He then shares expectations for US economic data to be released this week and his thoughts on the IMF's comments that the global eco...

Interest Rates, Oil And Growth - Heading North 15.01.2018

We speak to Vishnu to get his insights on monetary policy bias for Asian central banks, oil prices and his take on the Eurozone. See omnystudio.com/listener for privacy information.

What's the Yuan Story for 2018? 14.01.2018

China is set to announce several sets of economic data on January 18th, including its full-year GDP for 2017.  Kingsley also shares his thoughts on China's trade and currency outlook for the year. See omnystudio.com/listener for privacy information.

Sustainable Growth is Key for China 11.01.2018

Chi Lo shares insights into the change in thinking in China, with the focus now on quality and sustainable development. He also shares his views on which sectors to watch out for in China in 2018. See omnystudio.com/listener for privacy information.

China Looking Good for 2018 10.01.2018

Chi Lo talks about the Chinese economy; its challenges and opportunities, domestic and abroad. For more information about the World Capital Markets Symposium, please visit the website:  www. worldcapitalmarketssymposium. org See omnystudio.com/listener for privacy information.

Time's Up For The Euphoric Feel In The Markets? 09.01.2018

Dodge Dorland talks about the overnight performance of the US markets.  He also shares his thoughts on the Dow, the S&P and Nasdaq, kicking off 2018 with their strongest first four trading days in more than a decade -- Is this an indicator of their performances for the year or does he think the euphoric feel in the markets’ time is up? He also finds the emerging markets interesting...

Why the Dollar's Decline? 07.01.2018

The Bloomberg dollar spot index recently marked 4 consecutive weeks of declines. Will dollar bears reign again in 2018? Stephen also comments on the seemingly divergent outlook between the dollar and US equities, how the Korean Won could react to the current geopolitical risk equation, and some potential support for commodity-linked currencies. See omnystudio.com/listener for privacy information.

US Jobs, Europe - Still Plenty of Slack 04.01.2018

Given President Trump's tax reforms, would greater corporate investments and capital expenditure lead to further job creation? Tim also comments on the growth potential out of Europe and Asia, while sharing his global portfolio outlook for 2018. See omnystudio.com/listener for privacy information.

Key Takeways From Latest FOMC Minutes 03.01.2018

The FOMC minutes from the December meeting were released amid expectations for 3 potential US rate hikes in 2018. Vishnu outlines factors that will drive monetary policy outlooks from the Fed and the ECB this year. See omnystudio.com/listener for privacy information.

Gold: Innocent Until Proven Guilty 02.01.2018

Dodge shares his insights on: 1. Oil prices and their direction in 2018 2. Gold prices as they experience their longest stretch of gains since mid-2011. 3. Global markets and whether they are running ahead of their fundamentals. 4. His investment strategy for 2018. See omnystudio.com/listener for privacy information.

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