Market Watch

The FOMC which meets over the next few days is watershed for its potential to set the course for an upward interest rate movement. In Japan, however, the proposal for more QEs would provide an interesting and possibly rocky interplay between positive and negative interest rates. See omnystudio.com/listener for privacy information.

Perisai Petroleum is deferring on coupon payments related to its issued note; so is Singaporean O&G related shipping company Marco Polo Marine. Is this a portent of more negative news to come in this sector? See omnystudio.com/listener for privacy information.

All major stock, bond and commodity markets around the world was hit by a sudden global selloff on Friday. However on Monday, US stocks sharply rebounded. Joe Quinlan, Chief Market Strategist at US Trust-BoA Private Wealth Management in New York helps us understand the latest market whipsaw.  See omnystudio.com/listener for privacy information.

Recent data showed continuing resilience in Britain's job market, with unemployment remaining at an 11-year low in the months after the Brexit referendum. Was the post-Brexit panic an over-reaction? Wayne Ko, Head of Research and Education at Fullerton Markets, weighs in. See omnystudio.com/listener for privacy information.

Pavilion Elite is a new extension to the iconic Pavilion Mall in Bukit Bintang that is expected to be completed by November. But with the retail sector weighed down by weak sentiment, as well as the Zika outbreak, how will retail REITs perform? See omnystudio.com/listener for privacy information.

It's hammered time! Dodge Dorland of Landor & Fuest, discusses the 260 points drop in the Dow Jones Industrial Average, and the part in which the energy sector played in the recent fall. See omnystudio.com/listener for privacy information.

Mainland Penang is enjoying a property boom, especially in Batu Kawan where the state government is committed to develop the area as its third satellite township. Developers are also tapping onto cheap available landbanks in the area, where demand for available housing is rising too. Today's top pick is Eco World. See omnystudio.com/listener for privacy information.

Genting Hong Kong, the operating arm of the resorts & cruise business is adding to its cruise capacity with an aggressive fleet expansion strategy. Initial start-up and marketing cost will impact earnings in the short-term. Spill-over effects from the Swiber saga is also weighing down on sentiment in the gaming sector in Singapore as gross-gaming revenues fell. See omnystudio.com/listener for...

Ben Le Brun, Market Analyst at OptionsXpress in Sydney discusses why he thinks there are still opportunities in the Australian equity market, despite the downgrade by JP Morgan. See omnystudio.com/listener for privacy information.

Zahid Siddique, Senior Equity Analyst at Saturna discusses the expected market reaction to the ASEAN Summit Vientiane, Laos. See omnystudio.com/listener for privacy information.

Dodge Dorland of Landor & Fuest Capital discusses why he thinks US markets are headed for a 'cooling' period in the final quarter of the year. See omnystudio.com/listener for privacy information.

RHB and CIMB registered strong earnings, but lowered their loan growth targets for 2016. Listen to Tushar Mohata of Nomura dissect the larger implications for the economy, and the outlook ahead for the banking sector. See omnystudio.com/listener for privacy information.

Benny Lee, Chief Market Strategist at Jupiter Securities, takes a closer look at Corporate Malaysia’s second quarter earnings, and shares his expectations for Bursa Malaysia's performance in the last few months of 2016. See omnystudio.com/listener for privacy information.

The poor job numbers will probably push an interest rate hike to December. How will investors deal with the very overcrowded US equity trade? See omnystudio.com/listener for privacy information.

Asean markets were roiled in past US interest rate rises. How will such markets react this time round? See omnystudio.com/listener for privacy information.

Tim Mulholland, of China-America Capital Company explains what to expect on upcoming payroll and unemployment data due out tonight. He also takes an analytical look at the G20 meeting that will take place this weekend in China. See omnystudio.com/listener for privacy information.

J.P Morgan has recently included Sukuks as part of their Emerging Markets' Indices. Listen to Nik Ahmad Mukharriz, Head of Fixed Income Research at CIMB Investment explain what this means for the industry, and whether this is a lasting game changer. See omnystudio.com/listener for privacy information.

There are four months left to the year and Yellen's second-in-command hints at the prospects of two interest rate rises. See omnystudio.com/listener for privacy information.

Apart from the Jackson Hole jaw-fest, there have been fundamental signs of growth and better than expected earnings in the US. However, billionaire-investor Jim Rogers is taking a contrarian view, and is bracing for the US to crash. The market is also pricing in a split Congress, potentially leading to a gridlock and interest rate decisions to put on hold. See omnystudio.com/listener for privacy i...

Despite a challenging retail environment, earnings remained resilient overall in the recent quarter. Both Pavillion REIT and Sunway REIT's net property income (NPI) grew 13% and 7% y.o.y respectively. Operators are also capitalising on the success of Pokemon-Go to drive footfall. Come November, we will also see the entrant of a new shopping mall, Pavilion Elite expected to contribute further to Pa...

We speak with Kim Iskyan, MD of TrueWealth Publishing , on the recently concluded Fed meeting in Jackson Hole, organised by the Federal Reserve Bank of Kansas City. See omnystudio.com/listener for privacy information.

Earnings remain muted for major banks like DBS and OCBC, as the finance sector reels from the collapse of Swiber. Small pockets of growth were seen in a pick-up of household and trade loans. See omnystudio.com/listener for privacy information.

The much awaited speech by Janet Yellen in Jackson Hole probably won't give new clues about interest rate direction but in the meantime the hunt for yield is causing stellar performance in emerging markets. See omnystudio.com/listener for privacy information.

Petronas 2Q'16 net income decreased 96% y.o.y to RM348 million on the back of impairment losses amounting to RM7 billion from its Gladstone LNG Project. Although cost-cutting measures by the group are beginning to yield results on its operating cashflows, this might be counterbalanced by a dividend payout target of RM16b. Kong Ho Meng of UOB Kay Hian expects poor earnings visibility for the 2H'16...

Ben Le Brun, Market Analyst at OptionsXpress in Sydney discusses the recovery story in commodities. See omnystudio.com/listener for privacy information.