Market Watch

Media Prima’s planned acquisition of Rev Asia is expected to propel the former into becoming Malaysia’s third largest digital media company. Samuel also explains the reasons for his ‘hold’ call on Media Prima. See omnystudio.com/listener for privacy information.

Ben Le Brun, Market Analyst at OptionsXpress in Sydney, talks about US corporate earnings, expensive US stock valuations, fund flows into emerging markets and the impact of a high-spending Australian budget on its ratings and debt levels. See omnystudio.com/listener for privacy information.

TA Securities has recently issued a 'buy' call on UMW Oil and Gas at 80 sen per share. Abel also shares his outlook on oil prices, and what that means for the upstream services provider. See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, discusses French elections, US economic data, Fed rate outlook and tumbling oil price. See omnystudio.com/listener for privacy information.

Now that Emmanuel Macron has clinched the French presidency, questions are being asked about what's the next major driver for global investors. Stephen is keeping an eye on monetary policies from developed economies, the China growth strategy, and commodity prices. See omnystudio.com/listener for privacy information.

Malaysia's exports and imports have grown significantly in the first quarter of 2017, compared to the same period last year. Julia also gives her outlook on 1Q17 GDP and Bank Negara's monetary policy decision due this month. Julia also expects inflation to have peaked in March. See omnystudio.com/listener for privacy information.

Although House Republicans have passed a bill to repeal Obamacare, their counterparts in the Senate already intend to make significant changes to it. Tim also comments on the "consolidation" in commodities, and the upcoming French presidential elections. See omnystudio.com/listener for privacy information.

Amidst talk of listing Islamic shares and opening an SME Market, Malaysia's stock market stands to see further development. Gerald also comments on the level of involvement by institutional, retail, and foreign investors. See omnystudio.com/listener for privacy information.

Ben LeBrun, an analyst with OptionsXpress in Sydney, discusses the impact of weak economic data on America’s interest rate timetable.  He also discusses reports that Aussie home prices are on the decline and what that might mean for Malaysian developers with projects in the country. See omnystudio.com/listener for privacy information.

In the first quarter of 2017, AirAsia and AirAsia X posted passenger growth that exceeded additional capacity. Mohshin provides his rationale for his 'buy' call on AirAsia, and 'hold' on AirAsia X. See omnystudio.com/listener for privacy information.

May 2017 comes amidst a swirl of geopolitical risks and potential US policy gyrations. Dodge provides his outlook on Trump policy, US interest rates, and French election concerns. See omnystudio.com/listener for privacy information.

The Nikkei Malaysia Manufacturing purchasing managers’ index for April signalled an expansion for the first time in 2 years. Edward also provides his outlook on upcoming data on external trade, 1Q17 GDP and Bank Negara's monetary policy decision. See omnystudio.com/listener for privacy information.

Jameel Ahmad, Chief Market Analyst for Cyprus-based ForexTime (FXTM), discusses Friday's Non-Farm Payrolls and recently weak uS economic data on America’s rate curve. Ahmad also talks about opposition to the Trump govt’s proposed slashing of business taxes and one-time tax holiday on corporate cash brought home -- in the context of where the dollar is headed for the rest of the year. S...

Abbas Ameli-Renani, Portfolio Manager of Emerging Market Debt with Amundi in London, talks about recent USD weakness and recent Ringgit and Emerging Market currency strength. He also discusses President Trump’s first 100 days in office and the various stalemates on his campaign promises, such as his tax and health plan, China’s currency moves. See omnystudio.com/listener for privacy in...

The White House has announced what it calls "the biggest ... tax cut in American history". Ben weighs in on why investors may still be on wait-and-see mode. See omnystudio.com/listener for privacy information.

The FBM Small Cap index has surged 19% so far this year. Cheryl compares how they've fared in relation to large cap stocks, and the factors driving the respective market performances. See omnystudio.com/listener for privacy information.

The first round win of centrist Emmanuel Macron in the French elections has given markets some reason for cheer but rising inflation and interest rates may continue to spell turbulence for emerging market currencies. See omnystudio.com/listener for privacy information.

Mikio Kumada talks about French elections going to be held this weekend, asset allocation and US-Japan trade ties. See omnystudio.com/listener for privacy information.

Inflation rose 5.1% in March 2017 compared to the same month last year. Krystal provides her outlook for Malaysian inflation, and how it may influence Bank Negara's monetary policy. See omnystudio.com/listener for privacy information.

The next 7 weeks will see key elections in France and the UK, while the Trump trade theme appears to be fraying. Ben also comments on the appeal of emerging markets amid geopolitical concerns. See omnystudio.com/listener for privacy information.

With general elections slated by 2018, Fitch will view Malaysia's rating sensitivities through the lens of political stability and economic policy-making. Sagarika also talks about domestic and external factors that could weigh on Malaysia's outlook. See omnystudio.com/listener for privacy information.

Dodge Dorland, Chief Investment Officer of Landor & Fuest Capital Managers in New York, talks politics, such as the UK’s surprise snap elections, upcoming French polls and US President Donald Trump’s possible policy wavering, including on the TPPA. He also has a few choice opinions on simmering North Korean tensions and US foreign policy. See omnystudio.com/listener for privacy inf...

China's economy grew 6.9 percent in the first quarter of 2017, on the back of a rebound in retail sales and a stronger property market. Joe is more optimistic than cautious on the outlook for the world's second largest economy. See omnystudio.com/listener for privacy information.

Joe Quinlan talks to us about whether we are seeing 'peak populism'. See omnystudio.com/listener for privacy information.

Beyond China's hard economic data, there are concerns around domestic asset bubbles exploding, which could send shockwaves throughout global markets. Stephen also expects a cautious approach to markets, given rising geopolitical concerns of late. See omnystudio.com/listener for privacy information.