Market Watch

Donald Trump's trade barb in the G20 is driving some money flows out of the USD into emerging market currencies and bonds. See omnystudio.com/listener for privacy information.

Benny Lee, Chief Market Strategist at Jupiter Securities discusses some of the corporate exercises, including Iskandar Waterfront City’s merger plan with Iskandar Waterfront Holdings, and Sime Darby’s restructuring plan to spin-off its plantation and property arms. See omnystudio.com/listener for privacy information.

U.S. Treasury Secretary Steven Mnuchin's first G-20 meetings resulted in some of the world's biggest economies being forced to recognize the protectionist stance of the new US administration. Stephen explains what this could mean for the markets. See omnystudio.com/listener for privacy information.

Listed in Dec 2015, we check in with Malaysia's first F&B special purpose acquisition company on its latest developments in securing its qualifying acquisition - before its deadline in December 2018.  See omnystudio.com/listener for privacy information.

This week, the central banks in the States and China had raised rates, while their counterparts in Japan and the UK have stood pat. Greg shares his outlook on monetary policy by major central banks, given global reflation and the US economic outlook. See omnystudio.com/listener for privacy information.

The extent of whether the US economy floating all boats hinges on whether protectionism is on the rise. See omnystudio.com/listener for privacy information.

Dodge Dorland, the Chief Investment Officer for Landor & Fuest Capital Managers in New York City, talks about the expiration of the US debt ceiling, the Fed’s expected 26bp increase later in the day and a series of monetary policy meetings in the UK, Switzerland, Japan and Indonesia. See omnystudio.com/listener for privacy information.

Against sluggish growth, corporate earnings still grew 7% y-o-y to RM20.5b despite a challenging FY16. Bright spots were seen in the plantation, airline, and gaming sector with earnings reaching above expectations.  See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist for US Trust-BoA Private Wealth Management, New York City, offers a view on the Federal Reserve’s rate normalisation timetable and the tone it will likely take. He also discusses the EU structure and the factors that might affect it, including French and Dutch elections, Scotland’s second attempt to leave the UK and the wave of populism sweeping Eur...

Press Metal Bhd posted core net profit of RM441m, an increase of 60.8% y-o-y, buoyed by higher average selling prices and full-commissioning of its Phase 3 smelter plant. Further earnings upside is seen from a rebound in aluminium prices, anti-dumping tariffs and the weakening Ringgit. See omnystudio.com/listener for privacy information.

With February's US non-farm payrolls coming in above expectations, the FOMC have little excuse not to raise US interest rates during this week's meeting. Stephen also weighs in on the ECB's monetary policy, and how global factors are weighing on emerging market currencies. See omnystudio.com/listener for privacy information.

En-route to listing on the 3 April, we caught up with Datuk Teow Leong Seng, CEO of Eco World International yesterday during its prospectus launch, where he shed light on its growth plans, views into the UK housing market and also how it plans to navigate the potential conflict of interest with its strategic investor SGX-listed property firm Guocoland. See omnystudio.com/listener for privacy infor...

The European Central Bank has raised its forecasts for inflation and growth while indicating there's no longer a “sense of urgency” in monetary policy. However, political risk remains a key theme for the euro area. Tim also gives his thoughts on the global reflation trend. See omnystudio.com/listener for privacy information.

Oil & gas firms continue to see their earnings fall, as a result of large impairments in the upstream space, where aggregate impairment in FY16 more than doubled compared to last year. Sean Lim, Analyst gives us a report-card of 4Q'16 earnings, and if he expects a boost in sentiment and job-flows from the resulting RM31b investment by Saudi Aramco in RAPID.  See omnystudio.com/listener fo...

More funds will flow back to the US in anticipation of the Fed rate hike which would have a bearing on cross currency rates. Meanwhile Snapchat price plunges 10% but remains way above IPO price. See omnystudio.com/listener for privacy information.

Santitarn Sathirathai, Head of Emerging Asia Economics at Credit Suisse in Singapore discusses the potential impact tighter immigration policies could have on remittance flows to Asian economies. Listen to the podcast to find out which economies will be most impacted.  See omnystudio.com/listener for privacy information.

Dodge Dorland, Chief Investment Officer, of Landor & Fuest Capital Managers in New York City, discusses French election pressures, Friday’s U.S. employment report, the Fed's rates timetable, the oil supply escalation and the Trump effect on the US economy.  See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist for US Trust-BoA Private Wealth Management, talks about Deutsche Bank’s cash call, European elections, Fed rate timetable, Trump’s tax plan and the sustainability of the ongoing stocks rally See omnystudio.com/listener for privacy information.

China has plans to grow its economy by about 6.5 percent in 2017, which is a slight adjustment from last year's 6.5 - 7 percent range target. Greg provides his outlook on the globe's second-largest economy, and its spillover effects on the rest of the world. See omnystudio.com/listener for privacy information.

Bank Negara is widely expected to keep Malaysia's benchmark interest rate at 3% this year, given rising inflation and pressures on economic growth. Lim also gives his outlook on Malaysia's external trade. See omnystudio.com/listener for privacy information.

Chris elaborates on the resilience of certain domestic consumer-linked companies in the face of a weaker ringgit and muted consumer sentiment. See omnystudio.com/listener for privacy information.

Ben Le Brun, Market Analyst at OptionsXpress In Sydney, Australia, tries to make sense of the euphoria in US share markets despite a paucity of details in Donald Trump’s economic plans and expectations for lower growth. See omnystudio.com/listener for privacy information.

Against a challenging backdrop, Everendai posted its first pre-tax loss of RM248 million for FY16 - mainly attributed to large impairments in the oil & gas sector, as well as provisions. Looking to put the past behind, Group MD, Tan Sri A K Nathan is confident of a turnaround with an orderbook of RM3b to keep the group busy and its continued expansion in the Middle East. See omnystudio.com/lis...

Bharat Joshi, Head of Investments for Indonesia for Aberdeen Asset Management discusses the sustainability of the inflow of funds to Emerging Asia and Indonesia's attractiveness within the region. See omnystudio.com/listener for privacy information.

 With less than 2 weeks to before the next FOMC meeting, we discuss what to expect ahead in currency markets and outlook for the Ringgit.  See omnystudio.com/listener for privacy information.