Market Watch

Listen to Hasif Murad, Investment Manager at Aberdeen Islamic Asset Management explain how the UK referendum to leave/remain in the EU is affecting local markets. Will this impact corporates in a large way or will the effect be contained? See omnystudio.com/listener for privacy information.

In a congressional testimony, Janet Yellen pretty much said that she doesn't want to prop up stock prices which in her opinion are expensive now. This was echoed by Mohammed El-Erian, the respected chief economist of Allianz that cash is a valuable resource. Both these views add to the pre-Brexit jitters. See omnystudio.com/listener for privacy information.

Brexit's impact on Asean's businesses will be limited but financial asset prices would be hit. Over the longer term Asean will be able to grow from factors independent of Brexit. See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist, US Trust-BoA Private Wealth Management in New York explains why he is expecting US markets to hit a summer sweet spot soon. See omnystudio.com/listener for privacy information.

Benny Lee, Chief Market Strategist at Jupiter Securities discusses how the UK's referendum on its EU membership could impact the ringgit. See omnystudio.com/listener for privacy information.

Cash positions in US companies have risen to it's highest levels since Nov 2011. Listen to Dodge Dorland of Landor & Fuest Capital Managers give his take if this long cash position is because fund managers are becoming increasingly bearish about Brexit See omnystudio.com/listener for privacy information.

The Indonesian central bank surprised markets by unexpectedly cutting its main benchmark interest rate by 25 basis points to 6.5%. Listen to Bharat Joshi of Aberdeen Asset Management explain why Indonesia felt the need to ease the benchmark rate. See omnystudio.com/listener for privacy information.

With less than a week left until the UK referendum on EU membership, uncertainty and anxiety have reach new heights, which analysts fear may amplify Sterling volatility further. However, Mikio Kumada, Global Strategist at LGT Capital Partners, Hong Kong is taking a somewhat different view when it comes to asset allocation exposure to the pound. Listen to the podcast to find out more. See omnystudi...

Thu Tun Yin, dealer at Phillip Futures discusses the near-term outlook for Singapore's stock market and economy. See omnystudio.com/listener for privacy information.

As expected by the market, the FOMC did not raise rates, citing Brexit concerns. Listen to Ben LeBrun, Analyst at Options Express explain what this means to the global markets in general, and the Australian markets in particular. See omnystudio.com/listener for privacy information.

While Brexit and China would be challenging issues for the FOMC over the next two days, India is scaling new growth heights. But Roshan Padamadan is doubtful about India's numbers. See omnystudio.com/listener for privacy information.

Recent data indicating a pick-up in transaction volume signals a potential turnaround for Singapore's property market. Vikrant Pandey, Analyst at UOB Kay Hian thinks the market has over-discounted the negative prospects for the residential segment, and a correction in prices is expected soon. His top stock picks include City Developments, Capitaland and Wing Tai. See omnystudio.com/listener for pr...

Global markets fell sharply yesterday due to Brexit. A 'leave' vote would be disastrous for the markets. It also makes Janet Yellen's interest rate decision a lot more challenging See omnystudio.com/listener for privacy information.

Malaysia's construction sector is expected to remain robust in 2H16, with a healthy pipeline of projects including the MRT Line 2, Pan Borneo Highway, RAPID Pengerang and Tun Razak Exchange. Ooi Beng Hooi, senior analyst at TA Securities shares his outlook and top picks for the sector. See omnystudio.com/listener for privacy information.

With the S&P 500 close to an all-time high, the Fed which meets tomorrow to decide on its monetary policy direction which will have to respond to a confluence of factors including a tightening labour market. Dodge Dorland also weighs in on the impending Brexit referendum and its impact on markets. See omnystudio.com/listener for privacy information.

Malaysia Airports Holdings Berhad (MAHB) recently unveiled its multi-billion KLIA Aeropolis project, which is expected to bring in RM7 billion worth of investments to the group. Mohshin Aziz, Analyst at Maybank Investment discusses the project's feasibility, earnings projections and other players set to benefit from it. See omnystudio.com/listener for privacy information.

George Soros translated his worry of the world by selling stocks and buying gold. Mario Draghi's appeal to the Eurozone to spend more as well as sliding German bond yields may support Soros's crisis theory. The only place left to hide may be gold according to Tim Mulholland. See omnystudio.com/listener for privacy information.

Despite a seasonally weak quarter, Tiong Nam Logistics' 4Q'16 earnings came within expectations, recording a net profit of RM 12.6 million. Further plans by the country's largest logistics operator to diversify into property and to spin-off its warehouse assets into a REIT are expected to be further growth drivers. See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst at OptionsXpress in Sydney, shares why he's nervous about investing in the US equity market, but still sees the need to get in on the rally. See omnystudio.com/listener for privacy information.

In the first quarter of 2016, 34% of stocks under AllianceDBS' coverage reported negative earnings surprises. Bernard Ching, Head of Malaysia Research takes us through the disappointments as well as the sustainability of positive earnings surpises going forward. See omnystudio.com/listener for privacy information.

The S&P 500 is creeping closer to its record high this week, lifted by oil's return to $50 a barrel. Listen to Tariq Ali of Standard Chartered explain what this means to global markets, particularly commodity-linked currencies like the Aussie Dollar, Canadian Dollar, and others. See omnystudio.com/listener for privacy information.

Malaysia's banking sector remains tepid, with loans growths in April declining 6.3% y-o-y. The landscape remains competitive as banks compete for deposits. Impairments in the industry are still a concern, thus, pressuring Net interest margins (NIMs). Wong Li Hsia, Analyst at TA Securities projects loan growths to be stable at 5.8% supported by a stable interest environment and job market. See omny...

When US Federal Reserve Chair Janet Yellen speaks, the market listens and reacts. Joe Quinlan, Chief Market Strategist of US Trust-BOA Private Wealth Management, New York helps us sort out the noise and zero in on the key takeaways of her speech. See omnystudio.com/listener for privacy information.

With all the attention in the next few weeks focused on the Federal Reserve’s summer rate hike and the Brexit referendum, what will this mean for the Ringgit? Stephen Innes, Senior Asia Pacific Forex Trader OANDA shares his expectations for the local unit. See omnystudio.com/listener for privacy information.

The prospects of rising interest rates are not making things easier for China traders/investors. But the market seems really cheap according to Kim Iskyan. See omnystudio.com/listener for privacy information.