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.

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BFM Media

Category

News

Podcast website

www.bfm.my

Latest episode

Jul 9, 2026

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Episodes

US Stocks Set for Another 'Good Year' 01.01.2018

11 months out from the US mid-term elections, President Trump has already begun trumpeting the merits of his policies. Kingsley looks at how politics, monetary policy, and oil prices may influence global investors' outlooks. See omnystudio.com/listener for privacy information.

2018 Economic Outlook for Malaysia 29.12.2017

With 2018 drawing near, Dr Kamaruddin Mohd Nor shares his outlook for the Ringgit, economy and inflation. He also gives his take on whether there will be an interest rate hike next year. See omnystudio.com/listener for privacy information.

Property - 2017 Review, 2018 Outlook 28.12.2017

RHB Research reviews how the domestic property sector performed this year, while looking ahead to what may come in the year ahead. Loong also provides her top pick in property stocks. See omnystudio.com/listener for privacy information.

Impact Of IFRS 9 As Kickoff Draws Near 27.12.2017

The IFRS 9, will be adopted in the New Year. One of the things IFRS 9 requires is for banks to book impairments for expected credit losses, rather than making provisions when losses are incurred currently. Imran shares with us the expected impact of this on banks. He also gives his prediction of key trends rising from the adoption of IFRS9 in 2018. Imran also shares his top stock picks for the fin...

OANDA: Cautiously Optimistic on Cryptos 26.12.2017

Bitcoin has rebounded to around USD16,000, ending a 5-day selloff. Stephen has his say on cryptocurrencies, while providing his outlook on Asian currencies. See omnystudio.com/listener for privacy information.

Palm Oil - 'Sluggish' 2017, 'Suppressed' 2018? 26.12.2017

David reviews how the palm oil sector performed this year, while outlining key risks to the sector going into 2018. See omnystudio.com/listener for privacy information.

What To Expect Come 2018? 25.12.2017

With less than a week into the New Year, Vishnu Varathan shares his prediction for the world economy and markets come 2018. We also zoom in closer to home and he shares his views on the South East Asian markets and economies for the New Year. Vishnu also talks about the expectation of industrial production data for Singapore and Japan that are due today. He also speaks about retail sentiment and h...

The Trump Tax Plan Goes Through 20.12.2017

The US Senate's approval of Trump's Tax Reform yesterday has had muted impact on markets and currencies according to Ben. He also shares his expectations for the third quarter US GDP numbers expected later today. Following up on GDP numbers, he goes into Australia's revised GDP growth forecast and talks about the country's high household debts. Ben also gives input on market expectations on Bank o...

Complete Intelligence: Positive Tone Seen in the US Now 19.12.2017

The House has passed the US tax overhaul plan, with the Senate set to vote on it soon. Tony outlines the bill's potential impact on the broader economy, while providing his global outlook for 2018. See omnystudio.com/listener for privacy information.

2018 Outlook - Wall Street's Perspective 18.12.2017

Joe gives his insights on : - The Trump tax plan and its impact on the US dollar and economy. - Asian stocks and whether they will keep rallying in 2018. - Asian economies he is  bullish on for 2018 - The outlook for regional currencies in 2018, especially given the rate hikes planned by the Fed -  Asset allocation advise for 2018 - Risks to the global economy in 2018 See omnystudio.com/...

OANDA: BNM Could Raise Rates More Than Once in 2018 17.12.2017

According to Oanda, Malaysian interest rates could be hiked in January 2018, given the 'fantastic numbers' from the local economy. Stephen also provides his near-term outlook on the dollar and the ringgit. See omnystudio.com/listener for privacy information.

2018 - A Year for Normalisation by Central Banks 14.12.2017

Mikio gives his views on; - China's central bank raising interest rates - the Bank of England keeping interest rates on hold and its economic outlook - And European Central Bank (ECB) lifting its economic growth forecasts, maintaining interest rate at zero and confirming that its asset purchase programme would drop from €60bn to €30bn a month in January. See omnystudio.com/list...

Decision Time For The Fed, ECB, BOE 12.12.2017

The UK's November inflation hit its highest level in over 5 years, ahead of the BOE's rate decision. Vishnu provides his analysis on other major central bank decisions and inflation data this week, including the ECB and the Fed. See omnystudio.com/listener for privacy information.

Opportunities and Risks in 2018 11.12.2017

Joe shares his views on : 1.The expectations for rate hikes in the US in 2018. 2. Bitcoin futures 3. Risks to markets in 2018 4.Opportunities globally in 2018? See omnystudio.com/listener for privacy information.

Week Ahead: 'Silent Night' for Europe's Central Banks 10.12.2017

Tomasz looks ahead to key monetary policy decisions by the US Federal Reserve, Bank of England, European Central Bank and the Swiss National Bank, all due this week. He also gives his take on cryptocurrencies, following the CBOE's decision to offer Bitcoin futures over the weekend, with CME and Nasdaq set to join the fray. See omnystudio.com/listener for privacy information.

Bitcoin Futures "Not Well Thought Out" 07.12.2017

The CBOE is set to kick off trading of Bitcoin futures on December 10, with the CME entering the fray a week later. Tim gives his take on that futures contract, while also looking ahead to tonight's release of November US non-farm payrolls and the anticipated Fed rate hike next week. Tim also comments on the latest stop-gap budget measure by the US Congress, and any potential overhang on the Trump...

Outlook On The Aussie Dollar And Economy 06.12.2017

 D riven lower by a weak increase in household consumption expenditure,  Australian economic growth missed quarterly expectations and GDP for the period grew by 0.6%. Will things improve moving forward? Ben shares his insights on this and also his 2018 prediction for the Australian dollar. He also gave his input on oil prices and potential "bubbles" in the markets as we move into the New...

US and Europe Growth Story Continues 05.12.2017

Dodge discusses - Jerome Powell's confirmation as Fed Chair, Trump's recent tax plan win and the continuing US growth story. - He also dives into widening trade deficit, particularly with China and Mexico. - He discusses Portuguese finance minister Mário Centeno's election victory to become president of the euro group and its potential impact on Eurozone policies. See omnystudio.com/listene...

The Lucky Country Keeps Getting Lucky 04.12.2017

Kingsley shares his views about the Reserve Bank of Australia potential monetary policy decision this afternoon, and also addresses his take on the Aussie dollar in the short run and the Aussie property market's correction. He also discusses oil prices and shale producers in light of OPEC's pledged to limit production, followed by a dive into Trump's US Tax reform win and his outlook on the US eco...

Will the Aussie Dollar 'Tank'? 03.12.2017

The Reserve Bank of Australia is set to make its monetary policy decision on December 5, with markets anticipating the central bank's forward guidance. Besides an overview of what's driving major currencies, such as the US dollar, euro, and the pound, Stephen also explains why he sees the Korean won as a proxy to regional currencies, and what's supporting the ringgit. See omnystudio.com/listener f...

Impact of Oil Prices to the Malaysian Economy 30.11.2017

Aaron Tan talks to us about how oil prices have affected Malaysian equities in recent years. He also gave his outlook on the global demand and supply for oil. Tan expects Brent crude to average around US$60 per barrel in 2018. His top picks for the upstream oil and gas sector are Dayang Enterprise, Deleum and Sapura Energy. While for the downstream sub-sector sector, he likes Petronas Dagangan, Pe...

Bubbles - Not Really 29.11.2017

Ben Shares his views on: - The impact on the latest North Korean missile test - Is the stock market bubble about to burst? - Bitcoin- Does it have more upside? - The direction of oil markets in 2018 See omnystudio.com/listener for privacy information.

Powell on "Inevitable Collision Course" With Trump 28.11.2017

Jerome Powell concluded his Senate hearing, having defended the Fed's independence and indicating monetary policy continuity. Dodge also outlines his 2018 investment strategy, given the outlook on the US economy. See omnystudio.com/listener for privacy information.

Hunger For Asian Stocks 27.11.2017

Joe shares his insights on : 1) the direction of oil prices in 2018 and the possible impact of under-investment in the sector 2) The reasons for the appetite for emerging market stocks and the sectors he is investing in. 3) Which sectors he is putting his money to work in China See omnystudio.com/listener for privacy information.

2018 Global Foreign Exchange Outlook 26.11.2017

December will be upon us this Friday kicking off the countdown to 2018. As we move into the New Year, Stephen shares his foreign exchange outlook for 2018 and his investing strategy for the upcoming New Year. He also shares insights on oil price outlook. See omnystudio.com/listener for privacy information.

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