Market Watch

Riding on the CPO price rally, KL Kepong (KLK) saw a bump in its earnings for its 1Q'17 results posting core net profit of RM447.4m almost doubling y-o-y. But how long will the commodity rally last? See omnystudio.com/listener for privacy information.

US Treasury Secretary Steven Mnuchin is aiming for a "very significant" tax reform to be passed before Congress' August recess. Tim filters through the "noise" surrounding the POTUS' plans to grow the world's largest economy. See omnystudio.com/listener for privacy information.

Ben Le Brun sticks to a forecast of 3 to 4 rate rises this year in the US. See omnystudio.com/listener for privacy information.

The plantation sector saw a 13% increase in January's production figures, a sign the negative effects of El-Nino are receding. Is the worst over for the plantation sector, or is this just a brief respite? Listen to the podcast as Nadia Aquidah, analyst at Affin Hwang Capital shares her views on this. See omnystudio.com/listener for privacy information.

Singapore's announced budget measures aim to help its economy grow by 2-3 percent per year over the next decade. Tariq also points to key beneficiaries from the government's spending plans. See omnystudio.com/listener for privacy information.

Total gross adex in 2016 fell 7% y-o-y weighed down by weak sentiment and is expected to remain lacklustre for the rest of 2017. Chatter of a looming general election could be a catalyst to drive up ad spend in the media sector. Meanwhile, no significant impact is seen from Astro's exclusive rights that grants it a monopoly for direct-to-home services which expires in Feb'17,  notorious for i...

The Australian dollar has been on a tear against the US dollar, driven by investors' outlook for global growth. Greg also believes the ringgit may hit 4.55 against the greenback before seeing any pullback. See omnystudio.com/listener for privacy information.

The Australian dollar has been on a tear against the US dollar, driven by investors' outlook for global growth. Greg also believes the ringgit may hit 4.55 against the greenback before seeing any pullback. See omnystudio.com/listener for privacy information.

Malaysia's economy grew by 4.2% in 2016, the slowest pace in 7 years. Julia speaks about which sector could have done better, and which global events to look out for that could jeopardize GDP expansion. See omnystudio.com/listener for privacy information.

Research houses have listed PNB transformation as one of the key themes to watch out for this year. Two developments have been seen year to date - the de-merger of UMW Oil & Gas from its parent company, and Sime Darby's spin-off exercise of its plantation and property businesses. We explore what could PNB's next move to unlock and create value in its strategic investments be, and to what exten...

Ben Le Brun, Market Analyst at OptionsXpress in Sydney in Australia discusses the  performing sectors in this earnings reporting season.   See omnystudio.com/listener for privacy information.

Foreign buying has pushed up the FBM KLCI, which is up 4% year to date. We discuss what's driving this interest, and what's in store for the local equity market in the near future. We also take a look why interest in returning into the small to mid cap space, and the latest with the government's small and mid-cap PLC research scheme. See omnystudio.com/listener for privacy information.

Dodge weighs in on recent Fed speak and how insulated the US central bank's moves can be from the Trump effect.  See omnystudio.com/listener for privacy information.

Stephen Innes, Singapore-based Senior Asia Pacific Forex Trader at Oanda, talks about US President Trump’s promise of a ’phenomenal’ tax plan that has sent the Dollar, S&P, Dow, NASDAQ and Russell 2000 into nosebleed territory. Innes also discusses Euro election risk and Japan-US ties. See omnystudio.com/listener for privacy information.

Benny Lee, Chief Market Strategist at Jupiter Securities discusses how the FBM KLCI has been on a bullish uptrend since the start of the year. How can investors ride the rally? Listen to the podcast to find out.  See omnystudio.com/listener for privacy information.

President Donald Trump described Japan as a "great ally" and has chosen to honour the "One China" policy. Is the new US administration turning a corner in how it handles global relations? Will this alleviate the risk outlook on global investments? Kingsley weighs in. See omnystudio.com/listener for privacy information.

Last year, Singapore's consumer sector saw a series of privatisations and acquisitions which saw both Osim and Eu Yan Sang taken private. Whilst this suggests valuations may appear attractive, consumer sentiment still remains weak overall and the index remaining in pessimistic territory. OCBC's top pick in the sector is Sheng Siong Group Ltd with a target price of S$1.15.   See omnystudio.com...

We assess Sime Darby's plans to spin-off its plantation and property units into separate standalone entities to be then listed on Bursa. Akash Gupta, Associate Director discusses how this would impact the group from a credit rating perspective as well as operationally. See omnystudio.com/listener for privacy information.

Dodge Dorland assesses whether the Trump honeymoon has legs. See omnystudio.com/listener for privacy information.

En-route to make its debut on the Bursa Main Market tomorrow, Serba Dinamik is attempting to distance itself from the stigma attached to O&G stocks, as the industry reels from a downturn and possibly further slashing of capex. Wan Zahidi, Analyst discusses Serba Dinamik's diversification plans, track-record in securing new orders, and how he arrived at his target price.  See omnystudio.co...

India has announced USD59 billion worth of infrastructure spending over their upcoming fiscal year, which starts April 1. Roshan shares his outlook on the potential for foreign participation and investment opportunities. See omnystudio.com/listener for privacy information.

Stephen Innes, Senior Asia Pacific Forex Trader at OANDA, talks Trump, and his expectations that with a strengthening US economy, the Federal Reserve could hike as many as four times this year. See omnystudio.com/listener for privacy information.

Sapura Kencana recently bagged a $300m contract for engineering & drilling works prompting RHB Research to upgrade its earnings forecast by 8% for FY18. Wan Zahidi, Analyst also shares his thoughts on Saudi Aramco's recent snub of Petronas to be a JV partner for its RAPID project in Johor, and if he expects a healthy pipeline of job-flows  and award of contracts for the rest of 2017. See...

Tim Mulholland is more comfortable with "older" tech stocks like Apple, Google and Microsoft but slightly chary of social media valuation. See omnystudio.com/listener for privacy information.

Mohshin Aziz, analyst at Maybank Investment Bank takes a closer look at the aviation sector, following news that AirAsia X obtained a license to fly to the US - the first Asian budget airline to receive one.  See omnystudio.com/listener for privacy information.