Market Watch

Dodge delves into Wall Street's reaction to Prime Minister Najib Razak's visit to Washington, talking about the deals that have taken place in the last 24 hours and their implications, underscoring Malaysia's geopolitical strategic importance to President Trump's administration. He also tells us where Wall Street is placing their china bets. See omnystudio.com/listener for privacy information.

Cheryl says the tech and banking sectors were the over overperformers in the recent 2Q earnings season. She also shares her views on the recent corporate results. Cheryl also talks about the catalysts moving forward and these are earnings and the Ringgit.  See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist at US Trust-Bank America Private Wealth Management, overviews the US, UK and Japanese markets today. He talks about the US economy and positive opportunities in next two quarters, the upcoming Bank of England's September policy meeting, direction of UK economy as well as Japan government's IPO of Japan Post Holdings Co. See omnystudio.com/listener for priv...

Priya Balchandani, Energy Analyst at Standard Chartered Bank Singapore, talks about the effect of Hurricane Irma on  oil prices. She also spoke about the topic of pricing power of Opec in the light of increasing market share of shale producers. See omnystudio.com/listener for privacy information.

Stephen talks about reactions to last week's European Central Bank (ECB) policy meeting and Mario Draghi's mixed messages to investors leading up to the October meeting. He also weighs in on the weakening U.S Dollar and Australia's soaring dollar. See omnystudio.com/listener for privacy information.

Julia weighs in on Malaysia's recent export numbers, prospects on an OPR change by Bank Negara, how the ringgit's appreciation affects exports and the overall economy. She also talks about the importance of the FOMC to the ringgit's future and potential risks to Malaysia's growth story. See omnystudio.com/listener for privacy information.

Tim Mulholland, President at TJM Limited, talks about the unexpected US jobless numbers , European Central Bank's unwinding of quantitative easing, departure of Stanley Fischer and multiple potential headwinds facing the US economy. See omnystudio.com/listener for privacy information.

Sarah gives a 1H2017 property earnings roundup and her outlook for the segment moving forward. While earnings were disappointing, she says this is the “year of stabilization” for the property sector and things are bottoming out. Sarah also sees a lot more affordable housing products coming on stream, more good deals out there and better demand numbers as genuine buyers emerge. See omny...

Ben LeBrun, Market Strategist at Options Express, discusses market fear with N.Korean, US natural disasters and US interest rates. See omnystudio.com/listener for privacy information.

Bernard gives a 1H2017 corporate earnings roundup and his outlook for the second half of the year. He  also reveals that they have cut their KLCI 2017 and 2018 earnings forecast following the recent disappointing earnings season.  Bernard also shares the bright spots and sectors in the midst of all of this. See omnystudio.com/listener for privacy information.

Amid heightened tensions on the Korean peninsula, how much will September's G-20 central bank meetings still drive markets? Dodge also weighs other major risks that could feature on investors' radars this month. See omnystudio.com/listener for privacy information.

Khoo Hsien Liang, Assistant Portfolio Manager at Affin Hwang Asset Management shares his views regarding the North Korea nuclear test, how the US and China could potentially deal with this threat and the local market reactions.  See omnystudio.com/listener for privacy information.

Stephen Innes, Head of Trading in Asia-Pacific for OANDA, discusses geopolitical risks, Asian markets, Federal Reserve succession plans, US rate policy and economic growth and Ringgit outlook. See omnystudio.com/listener for privacy information.

Dodge Dorland, Chief Investment Officer at Landor & Fuest Capital Managers discusses the impact of Tropical Storm Harvey on the oil, dollar, and US GDP, as well as North Korea's missile test over Japan.  He also shares his thoughts on Uber's new CEO Dara Khosrowshahi and the challenges he faces moving forward. See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, discusses several key US economic indicators, impact of tropical storm Harvey, emerging market risk as well as sectors with rotational opportunities in the current overvalued equity markets. See omnystudio.com/listener for privacy information.

Sime Darby CEO Tan Sri Mohd Bakke Salleh expects Malaysia's palm oil production to rise until October, before declining through 1Q18. David also comments on how global factors could weigh on supply and demand, which could then feed into palm oil futures. See omnystudio.com/listener for privacy information.

At the Jackson Hole symposium, both Janet Yellen and Mario Draghi spoke out against protectionism and bank deregulation. Vishnu weighs comments from the central bankers against the Trump agenda, while providing a broad preview of US economic indicators due this week. See omnystudio.com/listener for privacy information.

Tim Mulholland, President, TJM Limited, talks about Fed Chair Yellen’s (possible) second term, unwinding the Fed’s balance sheet, impact on the market and whether currently frothy market valuations are justified by earnings and economic growth. See omnystudio.com/listener for privacy information.

UMW O&G reported a net loss of RM155 million for 1H2017. Abel provides his outlook for the company and his expectation on the outcome of the company’s EGM tomorrow. He also explains his 'buy' call on the stock. See omnystudio.com/listener for privacy information.

Global markets have reacted to President Trump's threat of a government shutdown if his border wall plan does not go through. Ben also comments on gold's role in one's investment portfolio, the upcoming Jackson Hole symposium, and whether the rally in global markets will persist. See omnystudio.com/listener for privacy information.

Dr. Mohd Afzanizam provides his assessment of Malaysia's inflation and 2Q17 economic performance, which may warrant a relook at the central bank's current monetary policy stance. See omnystudio.com/listener for privacy information.

Dodge Dorland, Chief Investment Officer at Landor & Fuest Capital Managers discusses the potential   negative impact once the Fed starts reducing its $4.5 trillion balance sheet. He also discusses  emerging market sentiment, the flight to safety to gold and gives insights into what he is advising his clients. See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, discusses the rising momentum in US economy and the tight labour market, lack of merger and acquisitions activity in low interest rate environment as well sectors of the US economy he is bullish about. See omnystudio.com/listener for privacy information.

Despite 2Q17 net profit falling 38.6% year-on-year, Paramount's 1H17 new property sales have already surpassed 2016's total sales. Kok Wen also explains the rationale for RHB Research's target price of RM2.37 on the stock. See omnystudio.com/listener for privacy information.

Stephen Innes, Head of Trading in Asia-Pacific for Oanda, shares his views on the  the US dollar's direction given geopolitical uncertainties; the Euro's direction; optimism in Malaysia ringgit; and the disconnect associated with the Philippine Peso. See omnystudio.com/listener for privacy information.