Market Watch

The International Monetary Fund and World Bank are among those who have revised Malaysia's 2017 GDP growth outlook. Standard Chartered's Edward Lee explains why he shares this sentiment, and what headwinds can be expected going forward. See omnystudio.com/listener for privacy information.

Today, Mikio Kumada, Global Strategist from LGT Capital Partners Hong Kong, discusses the trading strategies during geopolitical tensions between US and North Korea, outlook on Japan's economy and the upcoming Federal Reserve's annual symposium in Jackson Hole, Wyoming.  See omnystudio.com/listener for privacy information.

Ben Le Brun, Market Analyst OptionsXpress in Sydney, Australia, discusses Federal Reserve comments on the US economy, inflation, rate hikes and unwinding its balance sheet. He also offers an opinion of the health and sentiment of the Australian economy See omnystudio.com/listener for privacy information.

Global equities have been on a tear, with the Dow Jones breaching 22k recently, while Asia Pacific markets at the highest since the Global Financial crisis. Clement highlights flow trends, sector prospects, and event risks that could affect the Malaysian stock market. See omnystudio.com/listener for privacy information.

Dodge Dorland, Chief Investment Officer of Landor & Fuest Capital Managers expresses his concern over the increasing geopolitical risk and market uncertainties and how they affect the stock market and oil prices. See omnystudio.com/listener for privacy information.

According to MIDF Research, foreign investors have net bought RM10.7 billion worth of Malaysian stocks so far this year. Mohd Redza highlights the domestic sectors/counters that have been most exposed to global fund flows so far this year, while providing a year-end outlook on the local stock market. See omnystudio.com/listener for privacy information.

Kingsley Jones, Founder and Chief Investment Officer of Jevons Global shares his views on a number of global currencies and commodities with regards to geopolitical tensions between the US and North Korea, Brexit, weakening oil prices and the negativity surrounding  Philippines peso. See omnystudio.com/listener for privacy information.

Petronas Chemicals reported a 109% on-year gain for its 2Q17 net profit. Datuk Sazali also looks ahead to what the second half of 2017 might bring. See omnystudio.com/listener for privacy information.

New York Fed President William Dudley offered a positive outlook for the U.S. economy, job market and inflation on Thursday. Today, Tim provides an analysis on a potential U.S. interest rate hike, the pricing of economic risks and the recent confirmation of OPEC's production cuts.  See omnystudio.com/listener for privacy information.

Bank Negara Malaysia has slammed the move to introduce ringgit futures on the Singapore Stock Exchange, saying it goes against Malaysia’s foreign exchange policy and rules. Stephen Innes, Head of Trading in Asia-Pacific at OANDA in Singapore weighs in on the issue. See omnystudio.com/listener for privacy information.

Dodge Dorland, Chief Investment Officer, Landor & Fuest Capital Managers, discusses US economic data and why it appears to not be moving the US dollar upwards. He also offers a view on the Fed’s rate hike timetable and the surging US share market. See omnystudio.com/listener for privacy information.

Despite the investigation into possible Russian involvement in Donald Trump's presidential campaign, along with North Korea ramping up its anti-US rhetoric, Joe believes markets remain focused on the fundamentals. See omnystudio.com/listener for privacy information.

While the US dollar rallied on Friday, August 4, following July's non-farm payrolls, yet market expectations for another Fed rate hike in 2017 remained little changed. Stephen also outlines key factors driving the US dollar. See omnystudio.com/listener for privacy information.

Malaysia's 1H16 external trade is expected to see double digit on year growth. Khoon highlights key external risks to the Malaysian economy, while highlighting possible reasons for the disconnect between the hard economic data and domestic consumer sentiment. See omnystudio.com/listener for privacy information.

With US equities still on its stubborn climb, how much is it fueled by the Fed's policies? Tim also provides an analysis of the Bank of England's recent decision to stand pat on UK interest rates, while looking ahead to July's non-farm payrolls.  See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst  at OptionsXpress in Sydney, shares his views on Alan Greenspan’s comments and discusses the market expectations of the Bank of England's monetary policy direction as well as the sectors of the UK economy that could potentially benefit from Brexit. See omnystudio.com/listener for privacy information.

June's loans growth rose to 5.7% on year, with gains seen in both business and household loans. Ahmad Ramzani also provides an outlook on loans growth, and how that may translate into banking stocks' performance. See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, talks about the weak US dollar and why strong(-ish) US GDP doesn't seem to mitigate its weakness. He also discusses the Fed's balance sheet unwind, upcoming rate hikes and upcoming economic data like non-farm payrolls and wage growth, both of which are key indicators of the health of the US economy. See omnystudio.com/li...

Serba Dinamik recently announced six maintenance and operations contracts worth RM522.9 million. Inani explains AllianceDBS Research's 'buy' call on the stock with a target price of RM2.90, even with its valuation currently 'undemanding'. See omnystudio.com/listener for privacy information.

Kingsley Jones, Founder and Chief Investment Officer of Jevons Global shares with us the outlook for the Australian dollar, interest rates and insights into the key challenges and opportunities in the Australian economy. See omnystudio.com/listener for privacy information.

The IMF recently upgraded China’s 2017 growth forecast to 6.7%. Juin Hao outlines how economic performance may translate into corporate China's earnings. See omnystudio.com/listener for privacy information.

Dodge Dorland, Chief Investment Officer of Landor and Fuest Capital Managers shares his insights into the sectors that will benefit from the growth in the Eurozone and also views from the US  where to put your money to work. See omnystudio.com/listener for privacy information.

Kenny Yee analyses small and mid cap space in Malaysia, as well as retail participation in the local equity market, amidst the introduction of Mid and Small Cap (MidS) Research Scheme, a new initiative by Bursa Malaysia. See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist of the US Trust-BOA Private Wealth Management shares his views on the recent IMF's global economic growth forecasts and and  an overview the oil and gas market. See omnystudio.com/listener for privacy information.

Stephen Innes, Head of Trading in OANDA Singapore, shares his view on the reasons behind the surging value of the Euro, the Ringgit and his outlook on regional currencies. See omnystudio.com/listener for privacy information.