Market Watch

While the FOMC has left US interest rates unchanged so far in 2017, Janet Yellen and co. have noted the improved business and consumer sentiment, while reiterating their expectations for moderate economic growth. Ben shares his outlook on US and EM assets. See omnystudio.com/listener for privacy information.

On Jan 12, Prestariang Berhad has entered into an MoU with Alibaba Cloud and Conversant Solutions to build an integrated education platform. We explore the potential upside of this deal, the company's present high valuations, catalysts and risks to the stock.  See omnystudio.com/listener for privacy information.

There are some concerns that the immigration ban might affect brand USA. See omnystudio.com/listener for privacy information.

UMW O&G proposed bid to acquire Icon Offshore and Orkim, both from Ekuinas may signal a start to a consolidation cycle in the local oil & gas sector, as players band-up due to the challenging environment. We also discuss Yinson's recent CRD project win in Vietnam and expected earnings contribution.  See omnystudio.com/listener for privacy information.

While US President Donald Trump has signed a slew of executive orders since his inauguration, the Dow Jones index has closed above the 20,000 mark for the first time. Wayne also shares some thoughts about recent developments in major economies, including the Fed, Brexit and China, and they're affecting emerging market currencies. See omnystudio.com/listener for privacy information.

Dodge Dorland has a contrarian view on Brexit. He also addresses whether the Trump rally has legs. See omnystudio.com/listener for privacy information.

Despite a good run in 2016 with higher passenger traffic volumes, MAHB's earnings continue to be dragged down by its operations in Turkey which has been hit by recent terrorist attacks. Ahmad Maghfur Usman, Transport Analyst is maintaining his BUY call with the view that the market has not fully priced-in the government compensation element under the revised PSC framework which could spring more e...

With President Donald Trump signing the executive order to withdraw the US from the Trans-Pacific Partnership, what would this ultimately mean for the US economy? Joe Quinlan also shares his thoughts on the ongoing US earnings season and domestic economic indicators. See omnystudio.com/listener for privacy information.

Bharat Joshi, Head of Investments for Indonesia at Aberdeen Asset Management weighs in on Indonesian Finance Minister Sri Mulyani Indrawati's comments on why she came down so hard on JPMorgan Chase for downgrading Indonesia's equity market. See omnystudio.com/listener for privacy information.

While the rest of the world gets leery on trade wars, S&P500 chiefs buy into hope. See omnystudio.com/listener for privacy information.

Against sluggish property sales and tighter lending policies, the property sector is expected to remain challenging for the rest of 2017. Analyst Quah He Wei discusses his top picks including MKH Berhad which stands as one of the biggest beneficiary of the upcoming MRT Line 1 development.   See omnystudio.com/listener for privacy information.

Looks like the Trump rally was great for Goldman Sachs and Citibank but the question is whether this will last. See omnystudio.com/listener for privacy information.

 Plenty of challenges threaten the investment economy of various emerging markets: from Donald Trump's hostile protectionist stance to the volatility commodity prices. Santitarn Sathirathai, the Head of Emerging Asia Economics at Credit Suisse in Singapore, shares his thoughts about which emerging markets to keep an eye on in 2017.  See omnystudio.com/listener for privacy information.

Fed chair Janet Yellen has reinforced the US central bank's independence, amid criticism from incoming US President, Donald Trump. Ben Le Brun gives his thoughts on recent Fed commentary, while weighing in on Australia's largest bond sale and latest economic indicators. See omnystudio.com/listener for privacy information.

Corporate Singapore is now coming off 2 consecutive years of earnings recession and is expected to remain challenging with increasing risk of protectionism and slowing growth. Andrew Chow, Head of Research shares his investment strategy for 2017 and top picks.  See omnystudio.com/listener for privacy information.

Consumer stocks may have another tough year, with weak consumer sentiment and the effects of the new Price Control & Anti Profiteering Regulation, which could impact selling prices and margins. Listen to the podcast to find out why Affin Hwang Capital prefers high-dividend-yield tobacco and breweries counters.  See omnystudio.com/listener for privacy information.

Ibra Wane sheds some light on whether the Davos talks would move markets. See omnystudio.com/listener for privacy information.

Investors will be keeping a close eye on soon-to-be President Donald Trump's inauguration speech on January 20th. More details on increased US fiscal spending could fuel another rally in the US dollar. Stephen also previews UK Prime Minister Theresa May's speech on Tuesday, and Bank Negara's decision on the OPR. See omnystudio.com/listener for privacy information.

Benny Lee, Chief Market Strategist at Jupiter Securities discusses why he's optimistic the about the FBM KLCI given the good performance at the start of this year.  See omnystudio.com/listener for privacy information.

Two weeks into the start of 2017, we ask Bernard Ching, Head of Research at AllianceDBS of the trends that could shape the local stock market, what opportunities that can be seized with Trump taking office and with the prospect of higher U.S. interest rates. He also gives us his preview of Malaysia's Q4 corporate earnings and top picks for the year. See omnystudio.com/listener for privacy informat...

Mikio Kumada shares why he's not too worried about potential further weakness in the Chinese yuan. See omnystudio.com/listener for privacy information.

With a projected GDV of RM275b, Greater KL is getting a makeover of sorts with multiple projects lined up including TRX, Warisan Merdeka, Bukit Bintang and Bandar Malaysia. Jeremy Goh, Senior Analyst outlines the project pipeline for these new jobs, potential beneficiaries and impact to the property and REIT sector.  See omnystudio.com/listener for privacy information.

Kim Iskyan, Managing Director of Truewealth Publishing Pte Ltd in Singapore suggests that despite the initially market enthusiasm following Donald Trump's presidential election win, the euphoria may not last. Listen to the podcast to find out why. See omnystudio.com/listener for privacy information.

With US interest rates set to rise higher this year, we speak to Divya Devesh, FX Strategist to get his view on the fair value of the ringgit, why is it disconnected with its fundamentals, if there are any further downside to the local currency and more importantly, if investors are advised to hold or buy the ringgit at this juncture.   See omnystudio.com/listener for privacy information.

Chris Eng gives a quick read on Tenaga's almost half a billion ringgit spend on Vortex Solar. Tenaga being a market heavyweight will also be affected by prevailing investor sentiment.  See omnystudio.com/listener for privacy information.