Market Watch

The Australian central bank has cut rates to record lows on data showing sluggish jobs numbers and a low inflation rate. Listen to Ben LeBrun, Market Analyst at Options Express discuss this new development and what it means for the commodity dependent economy, as well as the average Aussie. See omnystudio.com/listener for privacy information.

Heddy Humaizi Hussain, of Saturna Capital goes through the reasons why the Consumer Companies Index is outperforming other indices on the Bursa stock exchange See omnystudio.com/listener for privacy information.

Dodge Dorland, Chief Investment Officer of Landor & Fuest Capital Managers in New York, talks about a cooler investment climate ahead of US elections and indifferent global manufacturing data. See omnystudio.com/listener for privacy information.

Malaysia's oil & gas sector continues to remain under pressure with most counters missing their earnings target. Contract flows in the 2Q'16 is also at its lowest level since 2012. Crude oil prices could see a rebound, but the outlook remains challenging. AllianceDBS' top pick is Bumi Armada with further upside. See omnystudio.com/listener for privacy information.

Policy makers might have to stop being so chary about helicopter money if they are asking a bigger role of fiscal policy. See omnystudio.com/listener for privacy information.

We are midway into 3Q16. Benny Lee, Chief Market Strategist at Jupiter Securities gives us a lay of the land with regards to market sentiment, and his compass bearings for the rest of this quarter. See omnystudio.com/listener for privacy information.

Chris Weston, Chief Market Strategist at IG in Melbourne shares some of the themes driving Australia's quarterly earnings season. At 86%, Australia has one of the higher dividend payout ratios among global equity markets. Is this sustainable? Listen to the podcast to find out more. See omnystudio.com/listener for privacy information.

Petronas recently had its credit ratings downgraded by Fitch Ratings. Lower dividends are also expected at RM16 billion in 2016, down from the RM26 billion paid to the government in 2015. Chris Eng of Etiqa Insurance & Takaful weighs in on the rating adjustment and outlook for the automotive sector. See omnystudio.com/listener for privacy information.

Roshan Padamadan of Luminance Global Fund, has just come back from Guangzhou in China with wry observations about the true state of the Chinese economy and its property sector. Spoiler alert: it ain't pretty. See omnystudio.com/listener for privacy information.

Manpreet Gill, Head of Fixed Income, Currencies and Commodities Strategy for Wealth Management Group, at Standard Chartered discusses the outlook for emerging markets and why he thinks India is the most preferred market in the Asian region. See omnystudio.com/listener for privacy information.

Listen to Ben Le Brun, from OptionsExpress go through the reasons as to why the US Federal Reserve made a decision to hold their rates. Ben also goes through some expectations on some corporates amidst the earnings season in Australia. See omnystudio.com/listener for privacy information.

Bank Indonesia decided to keep rates unchanged at its meeting last week, whereas two weeks ago, Bank Negara chose to cut its rates. Wellian Wiranto, Economist at OCBC Bank discusses why the two central banks decided to act differently. See omnystudio.com/listener for privacy information.

More on whether the market likes Donald Trump or Hillary Clinton more and the answer may surprise you. See omnystudio.com/listener for privacy information.

Lee Tian Xiang, a Senior Research Analyst at Fundsupermart Malaysia, talks about the recent OPR Cut by Bank Negara and impact on the property sector. See omnystudio.com/listener for privacy information.

It’s going to a be busy week for the world markets, with both central banks in US and Japan set to announce their interest rate decisions, and a slew of corporate earnings from the heavyweights of tech. Joe Quinlan, Chief Market Strategist of US Trust-BoA Private Wealth Management in New York walks us through what to expect for the week ahead. See omnystudio.com/listener for privacy informat...

The La Nina phenomenon is expected to bring heavier rainfalls in the 2H16 which could be a boon to the plantation sector in terms of production and better harvest. Cheryl Kaur Pola of Affin Hwang Asset Management also discusses how local banks were affected by the OPR cut recently by Bank Negara and if net interest margins could be further compressed. See omnystudio.com/listener for privacy inform...

Adrian Lim, Senior Investment Manager at Aberdeen Asset Management to take a closer look at the equity market in India. How exposed are Indian companies to Britain's exit from the EU? Listen to the podcast to find out more. See omnystudio.com/listener for privacy information.

Indonesia has gone up 20% this year from a USD viewpoint. The attractive yields are also partly the cause. The expectation of a $200b inflow from the tax amnesty has pushed valuations ahead of fundamentals. Still, there's a chance to go shopping. See omnystudio.com/listener for privacy information.

The Dow and the S&P are at elevated levels. Is this the clearest indication that the market is overheating? Listen to Tim Mulholland, Managing Partner at China-America Capital Company elaborate on the ramifications of the rise; both positive and negative See omnystudio.com/listener for privacy information.

Singapore's GDP grew 2.2% in Q2 year-on-year, supported by a rebound in the manufacturing sector and increase in output of the biomedical manufacturing and electronics segment. Lee Choong Kit, Senior Dealer at Philip Futures says challenges remain for Singapore with the full impact of Brexit not reflected in its data yet. See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst, Options Express, Sydney, explains yet-higher record gains in US stocks and govt bonds as monetary policy measures by global central banks pile yet more cash into safe haven-assets. Despite no meaningful alterations in fundamentals. And so the party goes on! See omnystudio.com/listener for privacy information.

Tushar Mohata of Nomura discusses Genting's good fortunes despite headwinds like the disruption from site construction on Genting highlands, higher gaming taxes, GST's introduction and waning sentiment, showing the inelasticity of the sector to pricing pressures. Other positive catalysts include Genting's soon-to-be-launched RM10 billion integrated masterplan and the peaking of a two-year decline...

The failed coup d'etat in Turkey has increased the risk profiles of Emerging Markets. Listen to Hasif Murad, Investment Manager at Aberdeen Islamic Asset Management explain how this has affected Turkish bond issuers in Malaysia. See omnystudio.com/listener for privacy information.

Softbank is going splurge $32b to buy over ARM Holdings whose microprocessors power most of the world's handphones. ARM is also British which gives a kind of silver lining for UK firms in the aftermath of Brexit. On the other hand, Abenomics and the performance of the yen will no doubt have some bearing on Japanese M&A activity. See omnystudio.com/listener for privacy information.

Chinese second quarter GDP surprised markets with stronger than expected figures. We discuss with Stephen Innes of OANDA on how this will impact markets in ASEAN. See omnystudio.com/listener for privacy information.