BFM Media
Market Watch
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.
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Episodes
Markets No Longer Fixated on the Fed 15.05.2016 9:18
Ahead of the release of the FOMC meeting minutes for April, Dodge Dorland, Chief Investment Officer, Landor & Fuest Capital Managers in New York discusses why the US Federal Reserve is no longer at the centre of the market's attention. See omnystudio.com/listener for privacy information.
Weaker Government Spending Drags Indonesia 1Q GDP 13.05.2016 8:05
Indonesia recently announced its 1Q GDP numbers, with the economy growing slightly less than expected for the quarter. Bharat Joshi, Head of Investments for Indonesia at Aberdeen Asset Management helps us make sense of the headline figures. See omnystudio.com/listener for privacy information.
China's Credit Binge 12.05.2016 9:38
Money makes the world go around - especially in China. Listen to Tim Mulholland, Managing Partner at China America Capital Company explain the credit situation in China, and how this may impact the various sectors there. He also looks at the possible end of a commodity bear run See omnystudio.com/listener for privacy information.
Singapore's Manufacturing Output Declines 12.05.2016 7:19
Factory activity in Singapore declined for the 10th straight month in April, with the Purchasing Managers' Index -- an early indicator of manufacturing activity -- remaining in contraction territory. Thu Tun Yin, dealer at Phillip Futures shares her outlook on the manufacturing sector, while also weighing in on the volatility in the oil and gas industry. See omnystudio.com/listener for privacy inf...
ASX Rally: The Bigger They Are, The Harder They Fall 11.05.2016 8:22
Australia's ASX 200 yesterday broke through 5400 points for the first time since August and is on a clear upward trajectory. But what risks are there to this rally? We ask Ben LeBrun, Market Analyst at OptionsXpress in Sydney. See omnystudio.com/listener for privacy information.
Ringgit Weakening After Strong Climb 09.05.2016 7:57
The ringgit continues its volatile movement, dropping to below RM 4.00 against the U.S Dollar late last week. This fall comes after the local currency's bullish run in April. Listen to Stephen Innes, Senior FX Trader at Oanda breakdown these currency swings. See omnystudio.com/listener for privacy information.
Jobs Miss and Likely Fed on Hold Till Elections 08.05.2016 10:00
April job numbers came in at 160,000, below economists' expectations. Replacement of Saudi Arabia's oil minister unlikely to change OPEC's production policies See omnystudio.com/listener for privacy information.
Philippine Elections: Market Favours Grace Poe 06.05.2016 10:24
Joey Cuyegkeng, economist at ING, weighs in on the market's pick for the next president of the Philippines. He also gives us an overview of the strength of the economy and shares his outlook for its prospects. See omnystudio.com/listener for privacy information.
Bank Of Japan Holds Rates 05.05.2016 8:30
Listen to Mikio Kumada, of LGT Capital explain the reasons on why the central bank of Japan held base interest rates constant. We also explore the measures that Japanese prime minister, Shinzo Abe might take in managing the currency issues there. See omnystudio.com/listener for privacy information.
Philippines Election's impact on the Seasonal Selloff 05.05.2016 7:50
Listen to Chris Eng, Head of Research at Etiqa Insurance and Takaful as he goes through the current earnings season of companies and how they operate within a selldown season in the month of May. See omnystudio.com/listener for privacy information.
Aussie Budget Highlights Challenges in Diversifying Mining 04.05.2016 10:29
We talk about the Australian budget and the AUD with Ben Le Brun. Expensive lawsuit against BHP for the Brazilian dam disaster is also weighing down the Australian market. See omnystudio.com/listener for privacy information.
Foreign Investor Confidence Returns to Malaysia 04.05.2016 7:15
Heddy Humaizi Hussain, Director Of Institutional Sales at Saturna discusses the reasons for returning foreign investor confidence to the local market, and what vulnerabilities in the Malaysian economy we should keep an eye on. See omnystudio.com/listener for privacy information.
Negative Interest Rates Not Boosting Lending 03.05.2016 9:34
World markets remain speculative due to the negative interest rate policies. Roshan Padamadan of Luminance is taking a long position but only selectively in certain markets. See omnystudio.com/listener for privacy information.
Who Says to "Sell in May and Go Away"? 02.05.2016 8:20
Following the first trading session of May, Joe Quinlan, Chief Market Strategist, US Trust-BoA Private Wealth Management shares why he's not holding to the old adage “sell in May and go away”. However, with several risk events to watch out for in the coming months, should investors be looking to avoid summer volatility? Listen to the podcast to find out more. See omnystudio.com/listene...
All Is Not Well With The US Economy 28.04.2016 5:43
Tim Mulholland, Managing Partner at China-America Capital Company in Chicago discusses the US GDP data which showed the economy had its worst performance in two years. He also shares his thoughts on concerns of a bubble forming in Chinese commodities futures markets. See omnystudio.com/listener for privacy information.
Central Banks in Focus for Forex 28.04.2016 6:10
Stephen Innes, Senior Asia Pacific Forex Trader at OANDA shares his outlook on the ringgit following the appointment of a new governor for Bank Negara Malaysia. The Bank of Japan is also in focus today -- what is in store for Japan and the yen? See omnystudio.com/listener for privacy information.
Royal Commission On Banking Reform 27.04.2016 10:05
Listen to Ben LeBrun, Markets Analyst at optionsXpress in Sydney explain more about the ongoing concern in the banking sector of Australia, where commentators are calling for greater oversight on the industry by commissioning a royal commission. See omnystudio.com/listener for privacy information.
Sukuk Issuance Surges Despite Volatility 27.04.2016 7:56
Sukuk issuance reached a new high in Q1 this year with new issuance estimated at $ 11.1 billion. Bashar Al Natoor, Global Head of Islamic Finance at Fitch Ratings shares his outlook for the sukuk market and how low crude-oil prices has affected pricing. See omnystudio.com/listener for privacy information.
How Do You Like Them Apples 26.04.2016 8:52
Chris Weston, Chief Market Strategist at the Melbourne-based IG discusses Apple's dismal results and what to expect from the US' and Japan's central bank meetings this week. See omnystudio.com/listener for privacy information.
Is 1MDB In Default? 26.04.2016 10:00
The 1MDB interest payment dispute with IPIC means that the Langat Bond issued by 1MDB is now in default since the payment of the US$50 million was not paid in due time. Listen to Hasif Murad, Investment Manager at Aberdeen Islamic Asset Management share his thoughts on this matter. See omnystudio.com/listener for privacy information.
From April Cheers To May Fears 25.04.2016 10:00
US Stocks are on the retreat. Is this now the time to sell and take profit? Listen to Joe Quinlan, of US Trust BoA Wealth Management discuss this and more. See omnystudio.com/listener for privacy information.
Asian Equities Playing Catchup to Malaysia 25.04.2016 7:14
Benny Lee, Chief Market Strategist at Jupiter Securities discusses the outlook for the Malaysian equity market this week and shares his picks on underperforming sectors. See omnystudio.com/listener for privacy information.
Apple And Exxon 1Q16 Earnings 24.04.2016 12:15
Apple and Exxon are bell-weathers for their own industries, as well as the consumer and energy sectors respectively. Listen to Dodge Dorland explain how these sectors are expected to perform for the rest of 2016 See omnystudio.com/listener for privacy information.
Competitive Pricing for Malaysian Government Paper 22.04.2016 6:46
The government of Malaysia recently paid a bigger premium to bondholders to own some of its new Islamic paper. Nik Ahmad Mukharriz, Director of Regional Fixed Income Research at CIMB Investment Bank explains if this means future Government debt will become more expensive. See omnystudio.com/listener for privacy information.
ECB Maintains Easy Policy Despite Critics 21.04.2016 10:36
The European Central Bank kept interest rates at ultra low levels despite being criticised by German finance minister that the policy is unsustainable. The yen at 18-month highs invite attention from US Treasury Secretary. Mikio Kumada also disagrees with George Soros's view that China is today reflective of the pre-crisis US. See omnystudio.com/listener for privacy information.
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