Market Watch

Thu Tun Yin, dealer with Phillip Futures discusses how Singapore's oil and gas sector has affected the banking sector. She also weighs in on the unexpected move by the Monetary Authority of Singapore (MAS) to loosen monetary policy, which she predicts will not be enough to boost growth and sentiment in the long-term.  See omnystudio.com/listener for privacy information.

Listen to Jameel Ahmad, Chief Market Strategist, FXTM as he drops by our studio to explain in detail why Malaysian markets are heading in the right direction, and how the drop in Emerging Markets may provide some interesting value for investors. See omnystudio.com/listener for privacy information.

Find out what sectors you should be keeping an eye on this earnings season with Dr. Michael Yoshikami, CEO of Destination Wealth Management in San Francisco. See omnystudio.com/listener for privacy information.

It's been over a year since the implementation of GST, which has undoubtedly hampered consumers’ willingness to spend. Lee Tien Xiang, Senior Research Analyst at Fundsupermart Malaysia, shares his outlook for consumer-related sectors for 2016. See omnystudio.com/listener for privacy information.

So many factors at play but Joe Quinlan believes there is a floor under oil prices. China reported first quarter GDP number that cements growth into the 6% plus territory. See omnystudio.com/listener for privacy information.

Arup Raha, Chief Economist at CIMB Research, goes through the recent trade numbers of Malaysia and Singapore. He also examines the immediate impact on the fiscal policy of both countries. See omnystudio.com/listener for privacy information.

The much anticipated OPEC meeting over the weekend has ruled out any production cuts that many oil-producing nations were hoping for. We look for investment silver linings especially after global oil and gas stocks having lost $300b in value in 2015. See omnystudio.com/listener for privacy information.

Bharat Joshi of Aberdeen Asset Management gives us the run down of the Indonesian central bank slashing interest rates. He also provides some insights on the changes to the tax regime of Indonesia. See omnystudio.com/listener for privacy information.

The trickling in of US Banks' first quarter results are a mixed bag. Many of the results reflect cost cutting which is a response to poor lending conditions. The rejection of banks' living wills implies greater compliance costs going forward. See omnystudio.com/listener for privacy information.

After the a strong run for Asian currencies from a dovish Fed, we ask the question of how long this will last. See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst at Options Express in Sydney talks about resurgence in commodities and whether or not the rally is sustainable. See omnystudio.com/listener for privacy information.

Stephen Innes of OANDA explain the interplay between regional currencies and the upcoming OPEC meeting. See omnystudio.com/listener for privacy information.

The Sauds and the Russians are thinking seriously about production curbs but whether this materialises in this weekend's OPEC meeting is another thing. China continues to dominate headlines and perhaps may feature in US's Q1 reporting season. See omnystudio.com/listener for privacy information.

Rock bottom steel prices should be good news for Asean nations' heavy infrastructural spend. At the margins are anti-dumping sentiments. See omnystudio.com/listener for privacy information.

 The US dollar traded lower against a basket of major currencies. We ask Joe Quinlan of US Trust BOA what he thinks this means and the impact it has on the markets. See omnystudio.com/listener for privacy information.

Dodge Dorland, Chief Investment Officer of Landor & Fuest Capital Managers in New York discusses the short-term worries of the market and how he is factoring those considerations into his portfolio. See omnystudio.com/listener for privacy information.

Mikio Kumada, Global Strategist at LGT Capital Partners in Hong Kong discusses the weakening of the US dollar and the impact to the different economies around the world. How should investors react to a weaker dollar? Listen to the podcast to find out more! See omnystudio.com/listener for privacy information.

The strong emerging markets rally may not be sustainable because at some point this year, the Fed would need to raise rates. See omnystudio.com/listener for privacy information.

What is the impact of the IMF's comments on rising market risk? Listen to Heddy Humaizi of Saturna Capital as he gives his views on this, as well as the ASEAN markets. See omnystudio.com/listener for privacy information.

The FBMKLCI has performed well since its recent lows both from returns and currency effects. Rising headwinds may temper the advance. Tenaga and plantations maybe sectors that would be benefit from the heatwave and haze. See omnystudio.com/listener for privacy information.

What is the impact of those leaked documents from a law firm that specialises in setting up tax havens on the markets? Listen to Joe Quinlan, Chief Market Strategist at US Trust BOA Wealth Management give his opinion on whether there will be any significant fallout. See omnystudio.com/listener for privacy information.

Benny Lee of Jupiter Securities provides his review on the first 3 months of trading on Bursa Malaysia. He also examines the recent IPOs by Bison and Chin Hin Group. See omnystudio.com/listener for privacy information.

Last week, Singapore unveiled its budget which contained additional measures to support local SMEs and corporates currently facing tough business conditions. Lee Jin-Yang of Aberdeen Asset Management breaks down the national budget and also assesses Singapore's banking sector which is reeling from a downturn owing to its exposure to China & the energy sector. See omnystudio.com/listener for pr...

Tim Mulholland, Managing Partner of China-America Capital Company, discusses the clear dovish statements from Janet Yellen. He also looks at China's rising NPLs in their banks.  See omnystudio.com/listener for privacy information.

With slowing loan growth and stricter lending restrictions, Malaysia's banking sector is facing a tough period as it also copes with shrinking margins & higher costs. The local plantation sector is also weighted down by higher operational costs with higher levies imposed on foreign workers. It is also not expected to benefit greatly from the current surge in CPO prices as yields fall. &nb...