BFM Media

Market Watch

News EN ↓ 6079 episodes

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Author

BFM Media

Category

News

Podcast website

www.bfm.my

Latest episode

Jul 9, 2026

Where to listen?

Podcasts in the app Replaio Radio Coming soon

Podcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts

Get it on Google Play Install for free Android almost 10M downloads · 4.8 rating iOS soon

Episodes

Achtung, Deutsche Bank! 17.07.2016

Last week the IMF branded Deutsche Bank as one of the greatest risk to the global financial system. Kim Iskyan, Managing Director of TrueWealth Publishing in Singapore talks about why Deutsche Bank has gotten financial markets so rattled and what investors can do to protect themselves from a banking crisis. See omnystudio.com/listener for privacy information.

BNM: The First Cut is the Deepest 15.07.2016

Arup Raha, Chief Economist at CIMB Research in Singapore explains the rationale behind Bank Negara's OPR rate cut, and why we should expect more rate decreases this year See omnystudio.com/listener for privacy information.

BoE Keeps Calm and Carries On 14.07.2016

The Bank of England surprised financial markets yesterday by keeping interest rates on hold, despite market expectations they would cut rates. Mikio Kumada, Global Strategist at LGT Capital Partners in Hong Kong discusses what he thinks of the BoE's inaction. See omnystudio.com/listener for privacy information.

Markets Shooting Above Pre-Brexit Levels 13.07.2016

Bad news continue to be good news for markets because Brexit means central bank easing. There's also the fear of missing out among investors. See omnystudio.com/listener for privacy information.

Gloves Off for the Big Four 13.07.2016

Wilson Loo, analyst at TA Securities discusses performance of the leading glove manufacturers on the back of rising costs and an appreciating ringgit. See omnystudio.com/listener for privacy information.

Net Short for the First Time in Years 12.07.2016

Roshan Padamadan, fund manager of Luminance Global Fund shares the reasons he's bearish on the global markets and why, for the first time, his fund is net short the market. See omnystudio.com/listener for privacy information.

General Election Plays on the Radar 12.07.2016

Any expectations of a electoral swing back to the incumbent government will be good for the market. See omnystudio.com/listener for privacy information.

S&P 500 Hits Record Highs 11.07.2016

Listen to Joe Quinlan, Chief Market Strategist at US Trust-BoA Private Wealth Management explore why the S&P500 soared to record highs. We also take a look at two countries' central banks, Japan and England, with respect to their monetary policies See omnystudio.com/listener for privacy information.

Plantation Sector puts Bearish Pressure on KLCI 11.07.2016

Benny Lee, chief market strategist at Jupiter Securities offers his opinion on the KLCI's bullish to bearish quarterly trend and why palm oil prices have been plunging  See omnystudio.com/listener for privacy information.

Possibility of a Sharp Asian Slowdown from Brexit 10.07.2016

According to Kim Iskyan, Brexit will trigger a reversal of globalisation which is bad for Asian markets and economies. The troubles at Deutsche Bank also highlights the extreme risks in markets right now which makes gold a good investment according to him. See omnystudio.com/listener for privacy information.

Interest Rate Hike Only in 2017? 07.07.2016

There's only a 24% chance of an interest rate rise and that's only coming September next year according to bets on interest rate futures. There's also the prospect of currency war which may make gold increasingly more attractive and the Chinese yuan not so. See omnystudio.com/listener for privacy information.

Airlines' Standout Performance in 1H16 05.07.2016

Tushar Mohata, Analyst, Nomura. shares his review of 1H16 and his outlook for the second half. See omnystudio.com/listener for privacy information.

Singapore Insulated Against Brexit 04.07.2016

Listen to Bryan Lum, Strategist at Philip Futures, explain how the Singapore market has been reacting following the news on Brexit and why the impacts are likely to be minimal for the island state in the long term See omnystudio.com/listener for privacy information.

China Hosts World Economic Forum 03.07.2016

At the recent World Economic Forum, China's premier warned against counting his country out prematurely. Does the Middle Kingdom still have any investment punching power left? Listen to Julian Evans-Pritchard, China Economist at Capital Economist explain why China is positioning itself to garner more investments. See omnystudio.com/listener for privacy information.

Bond Yields Recover from Post-Brexit 01.07.2016

Nik Ahmad Mukharriz, Regional Fixed Income Director at CIMB Investment provides a review of the week following the surprise result of the Brexit referendum that shocked global markets. See omnystudio.com/listener for privacy information.

Strong Signals from Bank of England After Brexit 30.06.2016

Markets have made a strong bounce back after Brexit but netither USD nor JPY safe haven status would last forever. In that vein Mark Carney, governor of the Bank of England, is ready to cut rates. See omnystudio.com/listener for privacy information.

Q2 GDP expected to be resilient 30.06.2016

Malaysia's Q1 GDP of 4.2%, while it was the slowest seen since 2009, came in slightly above market expectations. Sia Ket Ee, the Head of Research and Economist at Hong Leong Investment Bank takes us through his expectations of our upcoming Q2 GDP numbers, based on economic indicators that have been released so far. See omnystudio.com/listener for privacy information.

False Brexit Calm, Brace For Volatility 29.06.2016

Ben Le Brun, Market Analyst at OptionsXpress discusses the Australian market's exposure to the Brexit fallout and what he's watching for as an indicator if risk appetite has returned. See omnystudio.com/listener for privacy information.

US 1Q GDP Better Than Expected 28.06.2016

U.S first quarter GDP figure surpassed expectations. While there seems to be a latent resiliency in the growth story, recent macro issues like Brexit may contribute higher risks to the U.S economy. Listen to Michael Yoshikami, CEO of Destination Wealth as he dissects the outlook for the second quarter of this year See omnystudio.com/listener for privacy information.

Singapore REITs Yield Spreads Tops Region 28.06.2016

Singapore REITs’ yield spreads of 4.48% remain one of the most attractive in the region. A pick-up in visitor arrivals is expected driven by inbound tourism from Indonesia, China, Australia and India. However, headwinds remain as the retail environment continues to remain challenging with rising costs and threat from new online channels. Vikrant's top stock picks include CDL Hospitality Trus...

Talk is Cheap Now After Brexit 27.06.2016

It will get worse before it gets better according to Joe Quinlan as UK Chancellor of the Exchequer George Osborne tries to calm markets. See omnystudio.com/listener for privacy information.

Greenback Steady After Pound Pounding 27.06.2016

The shock Brexit result has rocked markets. As expected, the USD has appreciated and taken on the premier role of safe haven currency globally, as well as regionally. Listen to Stephen Innes of Oanda explain what this means to the ASEAN markets and where the peaks and throughs of the other currencies will be. See omnystudio.com/listener for privacy information.

Brexit: Keep Calm and Recalibrate Your Portfolio 26.06.2016

Dodge Dorland, Chief Investment Officer, Landor & Fuest Capital Managers, New York discusses what can we expect from global markets this week, after the UK’s seismic decision to leave EU membership. What the risk aversion sentiment will now mean for markets and are there opportunities for bargain-hunting? Listen to the podcast to find out more. See omnystudio.com/listener for privacy inf...

Pound Sterling Volatile After Referendum 24.06.2016

It's D-Day as the UK votes to either leave or stay in the EU. This has resulted in massive volatility for the British Pound. Listen to Jameel Ahmad of FXTM on what this means to the market, and also shares some insight as to movements into other safe haven currencies like the Yen and Swiss Franc, as well as commodities such as gold See omnystudio.com/listener for privacy information.

Brexit: Day of Reckoning 23.06.2016

Tim Mulholland, Managing Partner of China-America Capital Company in Chicago discusses the impact to global markets, under both scenarios of a Bremain or Brexit. See omnystudio.com/listener for privacy information.

Listen to the Market Watch podcast in Replaio

Radio and podcasts in one app - free, with no sign-up. Install today and do not miss the launch

Get it on Google Play

Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.