Market Watch

Ben Le Brun, Market Analyst at OptionsXpress in Sydney, talks about depressed Oil prices and the possible impact of the new Saudi Crown Prince on his country’s energy strategy. Le Brun also discusses China’s inclusion in the MSCI and Travis Kalanick’s resignation as CEO of Uber.  See omnystudio.com/listener for privacy information.

With the MBSB-AFB merger pending Bank Negara's approval, Kenanga Investment believes this move would accelerate Malaysia Building Society's attempts to gain a banking license. Ahmad Ramzani also comments on the broader consolidation agenda in the Malaysian banking sector. See omnystudio.com/listener for privacy information.

According to a recent report by Standard Chartered, Malaysia is among the top-5 countries in FDI flows into the ASEAN region. Edward provides an analysis of Malaysia as a destination for foreign direct investment, while looking ahead to the Malaysia's May inflation data. See omnystudio.com/listener for privacy information.

With lower trading volumes expected in the lead up to the Hari Raya festivities, Areca Capital outlines various external and domestic news that could drive market momentum. See omnystudio.com/listener for privacy information.

The Bank of Japan has stood pat on interest rates, while other G10 central banks adopt a more hawkish tone. Stephen also highlights which currencies he'll be closely watching this week. See omnystudio.com/listener for privacy information.

Following the Fed's decision to raise US interest rates, the People's Bank of China and the Bank of England have chosen to stand pat on their respective monetary policies. Mikio also looks ahead to the Bank of Japan's decision today. See omnystudio.com/listener for privacy information.

The Federal Reserve has now raised US interest rates for a second time in 2017. Dr. Suresh explains how the Fed's actions may affect emerging market assets, including the ringgit. See omnystudio.com/listener for privacy information.

As widely expected, US interest rates have been raised for a second time so far this year. Which key US economic indicators will feature most on the Fed's monetary policy outlook? How much has investor focus shifted to the Fed's plans to wind down its balance sheet? What would be another catalyst for a dollar rally? Ben weighs in. See omnystudio.com/listener for privacy information.

Malaysia's 1Q17 corporate earnings were seen to be "decent but not fantastic". Cheryl highlights certain banks, plantations and tech stocks, as well as potential catalysts for domestic equities. See omnystudio.com/listener for privacy information.

Dodge Dorland, Chief Investment Officer at Landor & Fuest Capital Managers, NY, makes sense of the huge volatility and interest in so-called FANG (Facebook, Amazon, Netflix, Google) stocks in the US. See omnystudio.com/listener for privacy information.

The Nasdaq 100 just saw its biggest 2-day decline since September. Joe gives his current take on tech stocks, while looking ahead to this week's Fed decision. See omnystudio.com/listener for privacy information.

Ahead of May's industry data announcement by the Malaysian Palm Oil Board, David provides an overview of key themes in the palm oil space. Also, keep an eye on palm oil demand from China and India. See omnystudio.com/listener for privacy information.

Malaysia's foreign reserves have risen to US$98 billion as of end-May. Julia explains what that indicates about investor confidence, while looking ahead to the April industrial production index announcement. See omnystudio.com/listener for privacy information.

As the UK election results are being broadcasted, Tim says he loves gold. See omnystudio.com/listener for privacy information.

Amundi's CIO of Islamic, Tutiana Jusat, cites Bank Negara forex measures, USD weakness and structural economic strengths pushing the local csurrency nearer to RM4.00 levels to the US Dollar by year end. See omnystudio.com/listener for privacy information.

Ben gives a preview of 'Super Thursday' and its possible market implications, as UK voters go to the polls while the European Central Bank holds its meeting. See omnystudio.com/listener for privacy information.

The European Central Bank is set to meet this Thursday, as the global reflation theme appears to have lost some steam. Dodge also speaks on the broader investment sentiment, and how it's feeding a recent rally in safe haven assets. See omnystudio.com/listener for privacy information.

With Saudi Arabia, Bahrain, the United Arab Emirates and Egypt, all cutting diplomatic ties with Qatar, what impact will this have on markets? Joe explains, while shedding light on key events on June 8, including the UK elections, Comey's testimony, and the ECB's policy meeting. See omnystudio.com/listener for privacy information.

Bernard believes that 1Q17 earnings by corporate Malaysia was 'satisfactory', and that the earnings downcycle is now in the past. He also provides his outlook on which sectors/stocks might outperform moving forward. See omnystudio.com/listener for privacy information.

Given the latest terror attack in London, will global investors react to such tragedies or focus on the long-term implications of the upcoming UK elections? Stephen weighs in, while commenting on the latest US jobs report, PBOC intervention, as well as the upcoming RBA interest rate decision and Australian GDP report. See omnystudio.com/listener for privacy information.

The month of May has seen a decline in the FBM KLCI yet again, a trend seen since 2015. Lee Kerk provides a preview of what may lie ahead for domestic equities. See omnystudio.com/listener for privacy information.

The US government recently reported higher output and exports of oil, which appears to nullify OPEC's decision to extend production cuts. Mikio also provides an outlook on the US economy, while providing perspective on Trump-related headlines. See omnystudio.com/listener for privacy information.

With oil prices falling last night, the global reflation trade may continue losing steam. Ben also comments on the ECB's QE agenda, and the growth prospects for India and China. See omnystudio.com/listener for privacy information.

The banking sector was a contributing factor for the rise in Malaysian equities in 1Q17. Tushar gives his analysis of the major domestic banks, and the expected earnings trends and risks for the rest of 2017. See omnystudio.com/listener for privacy information.

US personal income and spending in April came in at 0.4%, as investors await May's non-farm payrolls at the end of the week. Dodge assesses the strength of the US economy, while highlighting potential risks to global growth. See omnystudio.com/listener for privacy information.