Market Watch

Marie Suwrna Vaz, Analyst at Kenanga Research discusses the outlook for Pavillion REIT and KLCC Stapled Group. Next year will be a major year for Pavillion Reit as almost 70% of its leases up are for renewal. The emergence of Tan Sri Desmond Lim as a major shareholder of WCT Holdings could also see potential synergies and future asset injections of WCT Malls into PavREIT. Meanwhile, a placement is...

Tim Mulholland, President of TJM Limited in Chicago, talks Trump in terms of rates outlook, Janet Yellen's Fed chair-ship, dollar outlook and emerging market currency direction. See omnystudio.com/listener for privacy information.

Patrick Chang, CIO of CIMB Principal Asset Management, discusses the direction of emerging market currencies given pending Trumponomics policies, investing strategies and asset allocation strategy. See omnystudio.com/listener for privacy information.

Some overt and covert corporate actions have surfaced in Malaysia: the Astro privatisation rumour, the possible breakup of Sime Darby and QL Resources moving from farming to convenience stores. We delve into what to look out for. See omnystudio.com/listener for privacy information.

Regular commentator, Dodge Dorland of Landor & Fuest Capital Managers in New York discusses how he is even more optimistic on the US economy, one week after the conclusion of the presidential elections. He also discusses how President-elect Trump is thus far, making the right moves in nudging the US markets in the right direction. See omnystudio.com/listener for privacy information.

As part of Star Media's larger efforts to diversify away from its declining print segment, the launch of its first over-the-top (OTT) content platform 'Dimsum' may be a catalyst for growth - how much exactly would still depend on its cost structure and execution. Its subsidiary, SGX-listed Cityneon Holdings which owns global rights to Marvel's 'Avengers' franchise, will also play a larger role to...

While Goldman Sachs and HSBC analysts talk about the possibility of a 'stagflation', Joe Quinlan is still positive on US equities. See omnystudio.com/listener for privacy information.

Santitarn Sathirathai, Head of Emerging Asia Economics at Credit Suisse in Singapore takes a closer look at Malaysia's third quarter GDP data, beyond the headline figures. He also breaks down what a President Trump might mean for Asian economies and currencies. See omnystudio.com/listener for privacy information.

US government bond yields - largely considered as one of the safest investments to have - have shot up, resulting in many traders pulling their money out of high yield bonds - such as those issued by Malaysia - and redirecting it to the US. How severe is this problem faced by the Ringgit and other Emerging Market currencies? We ask Stephen Innes, Senior FX Trader at Oanda to find out more. See omn...

The logistics sector is set to benefit from the rise of online sales in Asean, with an expected positive impact to its earnings. Nomura's top pick for the sector is SingPost which is repositioning its business model to capture this growth and to cope with declining postal revenues. Recognising this, Alibaba has recently increased its stake in SingPost from 10% to 14%. See omnystudio.com/listener f...

The Trump team is targeting the Dodd-Frank for review in addition to revving up fiscal policy. Mikio Kumada feels there should be short-term tactical trades and longer term strategic allocation. See omnystudio.com/listener for privacy information.

Ben Le Brun, Market Analyst, OptionsXpress, Sydney discusses how has Australia fared in the wake of a President Trump's win, direction of the AUD, and if mining stocks are attractive. See omnystudio.com/listener for privacy information.

The Ocean Alliance -- a consortium consisting of four of the largest shipping liners including CMA CGM is set to launch in April 2017 and expected to be a game-changer for the shipping industry. A further tariff hike for container movements is also expected in 2018, which be a catalyst for earnings growth. Aaron Kee, analyst at Affin Hwang Capital, tells us more.  See omnystudio.com/listener...

Markets are expecting more fiscal policy from a Trump win that would drive up interest rates and inflation. These policies need to be fleshed out further especially to guide global policy outlook. See omnystudio.com/listener for privacy information.

Malaysia's September Consumer Price Index (CPI) is up year on year, with the food & beverage index significantly higher month on month. We speak with Heddy Humaizi Hussain, Director of Institutional Sales at Saturna to better understand what this means for the markets. See omnystudio.com/listener for privacy information.

Dodge Dorland, Chief Investment Officer of Landor & Fuest Capital Managers in New York discusses how he thinks the election results could impact markets in the near term. See omnystudio.com/listener for privacy information.

Listed in Nov 2015, Al-Salam REIT's share price has been on an uptrend, returning 15% YTD. Its prime asset, Komtar JBCC, is a shopping mall that could see strong growth potential and higher occupancies with massive redevelopments in Johor Bahru. However, concerns of an over-reliance on the mall may arise, as it contributes to more than 50% of the REIT's revenue. Potential asset injections may be a...

Joe Quinlan, Chief Market Strategist at US Trust-Bank of America Private Wealth Management looks past Election Day  tomorrow  and shares why he's bullish on US defense stocks and selected emerging markets.  See omnystudio.com/listener for privacy information.

Export figures in September declined 14% y-o-y, 20% m-o-m largely from a fall in contribution from China and India. Meanwhile concerns of corporate governance surrounding plantation giant FGV is weighing down on the stock which fell by 14% from a month-high of RM2.40 in October. Further cost rationalisation measures may not bear fruit yet in its Q3 results as the industry recovers from the effects...

Tim Mulholland, President of TJM Limited, reckons some gold and cash could offer some respite ahead of the uncertainty of US Presidential elections set for Nov 8.  See omnystudio.com/listener for privacy information.

Revenue for Pos Malaysia's mail segment came in at RM905m with mail volumes expected to decline by 5% steadily in the next 5 years. Growth will come from its courier & logistics segment with a potential tie-up with China conglomerate Alibaba, that also coincides with PM's Datuk Seri Najib Razak trip this week. Another postal tariff hike expected after General Elections next year could be a cat...

The FOMC decided to leave interest rates unchanged but leaves the door open to a very likely December hike. Somewhat positive data, fueled further by a commodities rally, are setting tongues wagging about whether we're on the cusp of a secular growth. See omnystudio.com/listener for privacy information.

Cumulative profits for Singapore equities fell 22% y-o-y following heavy losses in the O&G services segment. Daiwa Capital sees bright spots in the banking sector with attractive valuations and ASEAN focused consumer play. Ramakrishna Maruvada was also a featured speaker at the Affin Hwang Capital Conference 2016 - Navigating Through Shifting Sands. See omnystudio.com/listener for privacy...

Ahead of the FOMC meeting (which would see no action), there is a slew of positive data coming from around the world including, gasp, China. See omnystudio.com/listener for privacy information.

The IMDB focus has again surfaced attention on confidence in the Malaysian market. See omnystudio.com/listener for privacy information.