Market Watch

Tadmax Resources was recently given a direct award to build a 1,000 MegaWatt combined-cycle gas power plant in Pulau Indah. This direct award has come under a lot of scrutiny - so much so that the government has come out to justify its decision. Chris Eng, Head of Research of Etiqa Insurance and Takaful discusses how direct awards impact the power sector, and the trickle-down effect to the consume...

The annual economic policy symposium is happening this week at Jackson Hole, hosted by the Federal Reserve Bank of Kansas City. Listen to Dodge Dorland, Chief Investment Officer of Landor & Fuest Capital Managers discuss the expectations from this meeting. See omnystudio.com/listener for privacy information.

Indonesia's latest budget targets a torrid 5.3% GDP growth and inexorable infrastructural spend which raises the question of whether the self-imposed budget deficit to GDP limit of 3% is defensible.  See omnystudio.com/listener for privacy information.

Singapore markets seem to have shrugged off jitters over PM Lee Hsien Loong's collapse during his National Day rally speech, but Stephen Innes discusses why Singapore's succession planning is still a big question mark for markets. See omnystudio.com/listener for privacy information.

Kingsley Jones from Jevons Global explains why he is anticipating the end of the commodity bear market and how the risk-reward ratio is improving across emerging markets. See omnystudio.com/listener for privacy information.

Latest statistics point to a decrease of 3% y-o-y globally for finished steel consumption in 2015. Efforts by China to restructure its steel sector and anti-dumping measures imposed are beginning to yield results. However, ASEAN steel players are still languishing, with earnings under pressure. Lee Eun Young of DBS Bank expects further M&As in the industry, as the industry consolidates to reba...

Cisco is sacking more than 5,000 staff but they are cheap, pays dividends and needed for the cloud to work. Also, what do Walmart's results mean for interest rates? The Shenzen stock exchange which is connecting the Hong Kong Exchange is supposedly the Nasdaq for China but it's really Nasdaq on steroids. See omnystudio.com/listener for privacy information.

Bharat Joshi, Head of Investments Indonesia, Aberdeen Asset Management, goes through his analysis on Indonesia's recently announced 2017 budget.  See omnystudio.com/listener for privacy information.

Ben LeBrun, the market analyst at OptionsXpress in Sydney Australia, offers an opinion of the latest Fed meetings and talks about why the Aussie dollar remains so resilient despite a slowing economy.  See omnystudio.com/listener for privacy information.

Wayne Ko, Head of Research & Education at Fullerton Markets Limited in New Zealand, explains the Aussie dollar's surprising rise..and rise..despite the RBA's attempts to depress the currency. See omnystudio.com/listener for privacy information.

Thailand's GDP growth and its stock market rally this year has made it a darling of foreign investors. However, with the recent referendum on its draft constitution and the bombing in Bangkok, just how long will this shine last. Lee Tien Xiang from Fundsupermart Malaysia shares his views. See omnystudio.com/listener for privacy information.

Australia's banks are buying bonds at their highest levels since 2012. Listen to Angus Nicholson, Market Analyst at IG, as he explains the outlook on the sector and how once in a lifetime monetary easing from Japan to Europe has pulled down global bond yields and spurred investor appetite for the bond premiums on offer. See omnystudio.com/listener for privacy information.

Benny Lee, Chief Market Strategist at Jupiter Securities, discusses Q2 GDP data and their drivers. Also, a view of what might be in store in budget 2017. See omnystudio.com/listener for privacy information.

Roshan Padamadan, Fund Manager at Luminance Global Fund, shares why he's looking at macro-independent companies and why China's commercial real estate remains a concern. See omnystudio.com/listener for privacy information.

Bharat Joshi, Aberdeen Asset Management's Head of Investments for Indonesia, talks Indonesia. He discusses Iran's oil refinery, new airport, its construction pipeline, PT Waskita Beton Precast IPO and the IPO pipeline. See omnystudio.com/listener for privacy information.

Manpreet Gill, Head of Fixed Income, Currencies, Commodities at Standard Chartered, discusses why he believes the demand and supply of oil is nearing equilibrium. He also talks about gold and equities in this weekly round up. See omnystudio.com/listener for privacy information.

80% of the analysts covering Petronas Chemicals have issued Sell or Hold calls. Mohshin Aziz, analyst at Maybank Investment however has a Buy call on the stock. Listen to the podcast to find out why he's bullish on PetChem. See omnystudio.com/listener for privacy information.

The KL-SG High Speed Rail is expected to provide a further boost to the construction sector with an estimated contract size of RM 40 - 50 billion. A healthy construction pipeline for the 2H'16 will keep local players busy with more contract and award packages to be awarded from MRT, Pan Borneo, SUKE, and TRX. Stock picks include IJM Corp Bhd and Sunway Construction. See omnystudio.com/listener for...

Republican presidential nominee Donald Trump has laid out his economic plan, vowing to re-negotiate trade deals and aggressively lower taxes, promising no American business will pay more than 15 percent of their profits in taxes. Dodge Dorland, Chief Investment Officer of Landor & Fuest Capital Managers in New York shares his thoughts on whether Trump's economic plans will it be able to kickst...

Vitrox Corp Bhd is positive on its earnings growth momentum, riding on the anticipated launch of new Apple & Samsung smartphones in the coming months. Steven Siaw of Vitrox Bhd provides an update of its diversification plans in the wafer inspection equipment segment, its order-book and if there is further upside to its current share price rally. Vitrox Corporation Berhad was a featured winner...

Joe Quinlan believes the job numbers will continue to be good given the strength of the US economy. What's unbelievable is the 50%+ performance in the Brazillian market this year. See omnystudio.com/listener for privacy information.

Stephen Innes, Senior Apac Trader at Oanda enlightens us on how Asian markets are reacting to two big news items: jobs numbers in the US, and the BOE rate cut in the UK.Stephen Innes, Senior Apac Trader at Oanda enlightens us on how Asian markets are reacting to two big news items: jobs numbers in the US, and the BOE rate cut in the UK. See omnystudio.com/listener for privacy information.

Kingsley Jones, Chief Investment Officer of Jevons Global in Australia, offers a view on strong US labour markets data, Fed policy, retail sales data, retail earnings, fresh record highs at NASDAQ .. and a potential Trump presidency See omnystudio.com/listener for privacy information.

Nik Mukharriz, Director of Fixed Income Research, CIMB, offers a view of the ringgit's direction, Bank Negara's policy movements. domestic growth and the influence of external factors.  See omnystudio.com/listener for privacy information.

First interest rate cut in 7 years, more QE and a line of  credit for  banks to lend out... these are just some of the measures the Bank of England is using to arrest the Brexit  situation. See omnystudio.com/listener for privacy information.