BFM Media
Market Watch
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.
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
A More Protectionist New Zealand? 19.10.2017 11:02
Shane talks about Jacinda Ardern who is the new Prime Minister of New Zealand and the potential changes in Policy. He also gives his take on the upcoming Japanese election as well as his views on President Xi Jinping's speech at the President Xi Jinping's 3 1/2 hour speech at the 19th Communist Party Congress. See omnystudio.com/listener for privacy information.
All Eyes on China's 19th Party Congress 17.10.2017 6:43
China's 19th Party Congress is kicking off tomorrow. It will select about 200 people to run China for the next five years from army generals to executives from China’s biggest state-run conglomerates. President Xi Jinping is slated to start his second 5-year term as the party boss in the upcoming congress. Is Xi planning on a third term and who are the ones to watch for this meeting? Huang s...
Trump Flexes His Muscles Over NAFTA 16.10.2017 9:17
Joe gives his views the NAFTA trade negotiations, the Japanese elections and his outlook on Chinese growth numbers. See omnystudio.com/listener for privacy information.
Markets + The Bigger Picture 15.10.2017 9:46
U.S. stocks ended at record highs last week as investors bet on another positive earnings season as shown by some corporates that released their numbers recently such as Bank of America and JP Morgan. Stephen shares his expectation on whether this earnings trend and momentum in the markets will continue. Corporate earnings aside, readings on inflation and retail sales numbers that were released la...
UOB M'sia: Budget 2018 to be Rakyat-Centric, Pro-Growth 13.10.2017 8:08
Julia looks ahead to the tabling of Budget 2018 on October 27, assessing how Putrajaya can keep to its fiscal consolidation agenda while rolling out an expansionary budget ahead of the next general elections. See omnystudio.com/listener for privacy information.
IMF Economic Upgrade a Win For Equities 11.10.2017 7:07
Ben expects the recent upgrade of International Monetary Fund's (IMF) global economic growth forecast to be good for equity prices. Meanwhile, he does not expect IMF's downgrade of US growth to have impact on the American markets. He says the catalyst in terms of US markets would be the upcoming corporate earnings. The IMF recently upgraded its global economic growth forecast for 2017 to 3.6%, and...
Trump, More of a Problem for Trump? 10.10.2017 9:35
Dodge elaborates on how politics may be a bigger near-term driver for US and European markets, given recent developments in Catalonia's separatist movement and the US tax overhaul plan. See omnystudio.com/listener for privacy information.
Go Defensive and Diversify 09.10.2017 8:13
With most markets up year to date and some of them hitting record highs, Michael gives his take on the outlook for world markets. He also shares with us his investment stance and the sectors he thinks are undervalued. He believes investors should go defensive and diversify. See omnystudio.com/listener for privacy information.
OANDA: Markets Potentially Underpricing Catalan Risk 08.10.2017 12:46
Stephen considers the New Zealand election's effects on the country's currency, and also whether the September US non-farm payrolls data has been fully priced into the greenback. Stephen also believes markets are back on headline watch, be it from North Korea or Spain. See omnystudio.com/listener for privacy information.
Japan's Surprising Growth Spurt 05.10.2017 10:01
With the Bank of Japan's "tankan" survey in mind Mikio gives his insights on Japan's growth outlook, exploring it's labour market situation and thoughts on the upcoming elections between Koike and Abe. See omnystudio.com/listener for privacy information.
Australia 'Finely Poised' Between Economic Crisis and Reform 04.10.2017 10:08
With Catalonia ramping up its separatist movement, and noting the uncertainty over who'll be the next Fed Chair, the global risk sentiment remains 'pretty good'. Ben also comments on how politics may be hampering economic reform in the 'lucky economy'. See omnystudio.com/listener for privacy information.
EUR vs. USD: Where's the Near-Term Bias? 03.10.2017 9:38
With the Catalonian separatist movement gathering momentum, can Europe's economic story outweigh its political risks? Dodge also looks ahead to September's US nonfarm payrolls data release, and the expected boost in year-end US retail spending. See omnystudio.com/listener for privacy information.
Construction Sector Outlook 03.10.2017 4:46
Fadhil shares why he expects the valuation of the KL Construction Index to continue climbing. He also talks about why the recent 1H earnings show compression and uneven earnings in big caps of the construction sector. Fadhil also speaks about the sector outlook in the midst of a tough operating landscape and his top picks for the segment. See omnystudio.com/listener for privacy information.
Bring Home the Cash 02.10.2017 8:44
Joe Quinlan joins us today to talk about the possible effects of Trump's proposed tax on offshore profits, the ramifications of the Catalonia referendum, renewed confidence in Japan and his take on the direction of oil prices See omnystudio.com/listener for privacy information.
The Dow That Just Won't Stop 01.10.2017 8:13
At the start of a new trading month and quarter, Kinglsey shares his view of the markets and the outlook on currencies. With October traditionally being rocky for markets, will it be the same this month? We also discuss the possibilities of a correction as markets continue breaking fresh records- with the Dow posting its first 8-quarter winning streak in 20 years. Kingsley also talks about the pot...
Trump Tax Plan - Not Just for the Rich 28.09.2017 8:05
Tim shares his insights on the latest US GDP numbers, the Trump tax plan and how it does not only benefit the rich! He also talks about the potential impact of the Trump tax plan on emerging economies. See omnystudio.com/listener for privacy information.
Tightening Now Means Room to Loosen Later, LeBrun Says 27.09.2017 7:13
Ben Le Brun, Market Analyst at OptionsXpress in Sydney Australia, talks about Donald Trump’s tax plan, Janet Yellen’s comments on US interest rate policy and the true health of the the US economy See omnystudio.com/listener for privacy information.
Rising Tensions 26.09.2017 8:27
Today on World Market Watch, we talk about the rising geopolitical risk impact on markets and currencies as well as safe havens such as gold and Brent crude prices. See omnystudio.com/listener for privacy information.
The Construction Bonanza 26.09.2017 7:00
Loong Chee Wei gives an overview of the performance of the construction sector and talks about the RM144 billion forecast in new business for the sector in 2018. See omnystudio.com/listener for privacy information.
Buy Euro, Eurozone Stocks, Quinlan Says 25.09.2017 6:36
Joe Quinlan, Chief Market Strategist, US Trust-Bank Of America Private Wealth Management talks about the outcome of German elections, US President Donald Trump’s upcoming tax plan and unwinding the Fed’s balance sheet. See omnystudio.com/listener for privacy information.
US Bond Sale Plan to be like 'Watching Paint Dry' 20.09.2017 7:45
Ben Le Brun discusses the Fed's plan to shrink its bond portfolio, prospects for another US rate increase this year, the US inflation and Janet Yellen's term as Fed chairwoman, which expires early next year. See omnystudio.com/listener for privacy information.
How Long Will The Dow Bull Keep Running? 19.09.2017 9:44
Today on Market Watch, we talk about the potential market impact from the ongoing Fed meeting and the possible investor reaction to the escalating war of words between US President Trump and North Korea's Kim Jong-un. We also talk about the Dow Jones continuing bull run - as it hit its 41st record high for the year - and the disruption retailers like Toys 'R' Us face. See omnystudio.com/listener f...
US Key Economic Indicators 18.09.2017 7:24
Joe shares his views on US equity markets, expectations of quantitative tightening by the Fed, and the looming Japanese snap elections. See omnystudio.com/listener for privacy information.
Investing Amid A Geopolitical Crisis 14.09.2017 11:44
North Korea has just launched another missile over Japan, sending investors into risk-off mode. Mikio outlines key investment strategies given the risks coming out of the Korean peninsula, while also assessing monetary policy clues from the Fed and the Bank of England. See omnystudio.com/listener for privacy information.
No China, No Problem 13.09.2017 6:11
Ben LeBrun, Market Analyst at Options Express in Sydney, talks Chinese dollar bonds, economic data, overnight commodity price corrections and Apple's iPhoneX launch. See omnystudio.com/listener for privacy information.
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.