Market Watch

RHB Research Institute is 'somewhat neutral' on Mah Sing's recently announced land deal in Sentul. Kok Wen also explains her 'buy' call on the property developer. See omnystudio.com/listener for privacy information.

Joe expects markets to 'grind higher' when they resume after 3-day weekends in the US, UK and China. Joe also weighs in recent Fed and ECB comments. See omnystudio.com/listener for privacy information.

In April, Standard Chartered turned positive on the ringgit and since then, Malaysia's currency has been Asia's best performer so far this month. Tariq provides his outlook on the ringgit and oil prices. See omnystudio.com/listener for privacy information.

Moody's surprise downgrade of China's sovereign credit rating preceded a drop in the Aussie dollar. Kingsley provides an analysis of Australia's fiscal position, the currency outlook, and the overall state of its economy. See omnystudio.com/listener for privacy information.

Telekom's 1Q17 net profit fell 28.5% Y/Y. Martin provides his outlook for the telco and explains his 'buy' call on the stock. See omnystudio.com/listener for privacy information.

Tim Mulholland, President, TJM Limited, discusses OPEC cuts, Q1 earnings, the Fed’s rate hike timetable and lacklustre US economic data. See omnystudio.com/listener for privacy information.

In the first quarter of 2017, IHH Healthcare's core net profit fell 15.3% Y/Y. Sheikh Abdullah comments on the growth prospects, both domestic and overseas, for the world's second largest listed healthcare operator by market cap. See omnystudio.com/listener for privacy information.

KL Kepong's net profit for its 2QFY17 rose 72% year-on-year. Marvin also provides his outlook on palm oil production and prices. See omnystudio.com/listener for privacy information.

Dodge Dorland, Chief Investment Officer at Landor & Fuest Capital Managers in New York, expands on Donald Trump’s budget proposal, his expectations for today’s Fed minutes, and OPEC discussions on an extension to its current schedule of production cuts.  See omnystudio.com/listener for privacy information.

The ongoing corporate earnings season has been 'good', and the same is expected for the April-June period. Benny also highlights specific sectors and companies that have outperformed the broader market. See omnystudio.com/listener for privacy information.

Euro-area finance ministers had a meeting in Brussels early this week about more rescue loans for Greece. Joe also outlines his expectations surrounding this week's Fed minutes, Trump's budget request and the OPEC meeting. See omnystudio.com/listener for privacy information.

Petronas Dagangan's 1Q17 net income rose 14.6%, compared to the same period in 2016,w ith sales coming in higher, but total volume sold was lower. Aaron also provides his outlook on global oil prices and how it could translate into prices at the pump here in Malaysia. See omnystudio.com/listener for privacy information.

Following last week's political turmoil in the US and Brazil, there was a noted 'muted' open to markets today. Stephen outlines key themes amid the 'politically-charged' environment. See omnystudio.com/listener for privacy information.

The official forecast range for Malaysia's GDP growth is 4.3-4.8% this year. Suhaimi highlights the key external risks that he's monitoring closely, as domestic demand remains a key driver of economic expansion. See omnystudio.com/listener for privacy information.

US President Donald Trump is set to visit Saudi Arabia over the weekend, with the May 25 OPEC meeting also featuring highly on investors' radar. Eric provides some insights into certain asset classes that have more attractive valuations in the current climate. Eric is also a featured speaker at the Affin Hwang Asset Management Investment Forum 2017. See omnystudio.com/listener for privacy informat...

AEON saw its 2016 net profits fall by 40% year-on-year, having spent RM600 - 700 million in capex over the last 3 years. Is it time for this retail player to wake from its slumber? Brian explains why RHB Research Institute has upgrade AEON to a 'Buy'. See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst at Options Xpress, Sydney, talks about the deflating US Dollar and share markets in the wake of more turmoil for the Trump administration. He also offers a view on oil prices and US corporate earnings. See omnystudio.com/listener for privacy information.

Following the 5.1% rise in March inflation, Nomura expects April's data to come in lower at 4.6%. Brian also provides his outlook on how inflation figures may react to a potential hike in sugar price, and whether domestic demand can withstand the expected 3-4% inflation for 2017. See omnystudio.com/listener for privacy information.

Dodge outlines his investment strategies following recent controversies surrounding US President Donald Trump. He also assesses the state of the US economy and the prospects of China's One Belt One Road. See omnystudio.com/listener for privacy information.

AirAsia has signed an MoU with China Everbright Group and Henan Government Working Group to establish a joint venture to be known as AirAsia (China). Aaron outlines the factors behind the 'buy' call and the expected upside for the low-cost carrier. See omnystudio.com/listener for privacy information.

Joe Quinlan, Managing Director and Chief Market Strategist of US Trust-Bank of America Private Wealth Management, New York, talks about the impact to markets of the recent Ransomware attack, OPEC’s extended production cuts, and the health of China’s economy in light of recent weak data. See omnystudio.com/listener for privacy information.

S P Setia hopes to achieve RM4 billion in sales this year, after a 3.5% on-year gain in its 1Q17 revenue. Alan shares his outlook on the property developer, amid plans for proposed takeover of I&P Group. See omnystudio.com/listener for privacy information.

China's President Xi Jinping has pledged US$78 billion to its One Belt-One Road initiative, which promises massive infrastructure investments on a global scale. Kingsley outlines his investment strategy on China, versus how he views opportunities in the US and Europe. See omnystudio.com/listener for privacy information.

Bank Negara is widely expected to keep the overnight policy rate on hold at its May meeting. Michael shares his expectations over Malaysia's monetary policy, April inflation and 1Q17 GDP. See omnystudio.com/listener for privacy information.

Mikio Kumada, Global Strategist, LGT Capital Partners, Hong Kong, talks about poor results at Macy’s and Kohl’s in the context of the health of the US economic engine , consumption and sentiment. He also talks about the James Comey firing and oil prices. See omnystudio.com/listener for privacy information.