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

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Episodes

Indonesia's and Malaysia's Different Interest Rate Movements 30.03.2016

Indonesia has found room to cut interest rates 3 times while Malaysia has left rates unchanged at 3.25%. A dovish Fed and benign inflation may change this. See omnystudio.com/listener for privacy information.

Was Yellen's Statement Hawkish? 29.03.2016

Fed Chairperson, Janet Yellen spoke about macro policies and the Fed's position on them yesterday. Listen to Chris Weston of IG in Melbourne discuss what this means to the markets. See omnystudio.com/listener for privacy information.

Indonesia Powers Through Infrastructure 29.03.2016

Listen to Roshan Padamadan, Fund Manager of Luminance Global Fund explain how Indonesia plans to raise funds to finance the various infrastructure projects there. See omnystudio.com/listener for privacy information.

Cautious About Helicopter Money 28.03.2016

The term helicopter money refers to printing and injecting a lot of money into the economy. Jens Wiedmann the powerful head of the Bundesbank disagrees with it. See omnystudio.com/listener for privacy information.

US Jobs And Inflation Data Expectations 27.03.2016

Listen to Dodge Dorland, of Landor & Fuest discuss various market expectations following the inflation figures and U.S jobs data expected to be announced this week.  See omnystudio.com/listener for privacy information.

Relief Rally for Asean Currencies 24.03.2016

Asean currencies are benefitting from the Fed's tentative interest rate decisions. Is all hunky dory from here? See omnystudio.com/listener for privacy information.

Brazil Carwash Scandal 23.03.2016

Kim Iskyan of Truewealth Publishing looks at the scandal that is plaguing Brazil currently, dubbed the "Carwash Scandal". He also takes a look at other G20 nations' markets as well. See omnystudio.com/listener for privacy information.

Sovereign Sukuk Reigns 23.03.2016

Indonesia launched a successful USD2.5bil sukuk, which was oversubscribed by over 3 times. Listen to Hasif Murad, Investment Manager at Aberdeen Islamic Asset Management over what is in store for the Islamic bond markets. See omnystudio.com/listener for privacy information.

Markets After Brussels Attack 22.03.2016

Listen to Dr. Michael Yoshikami of Destination Wealth Management as he goes through with us the impact on the markets following the terrorist attacks in Belgium. See omnystudio.com/listener for privacy information.

Ringgit Rallies to the Four-Oh 22.03.2016

Listen to Stephen Innes from OANDA explain the causes behind the Ringgit strengthening and whether this rally has enough legs to be sustainable. See omnystudio.com/listener for privacy information.

What Will Happen To Stocks During The Buyback Blackout? 21.03.2016

It was recently highlighted that corporate buybacks are poised to surpass the all-time high of 2007, and is currently propping up the bull stock market. Joe Quinlan, Chief Market Strategist at US Trust-BoA Private Wealth Management in New York discusses the sustainability of repurchases, especially as the US begins the blackout period for corporate buybacks. See omnystudio.com/listener for privacy...

Export Stocks Out, Planters In 21.03.2016

Benny Lee, Chief Market Strategist at Jupiter Securities thinks the export-driven stocks are overdone but sees opportunity in the commodity-linked counters. See omnystudio.com/listener for privacy information.

US Equity Bulls counter Currency Bears 20.03.2016

Listen to Dodge Dorland of Landor & Fuest in New York explain the recent surge in US stock prices as well as the reasons behind the greenback's weakening. See omnystudio.com/listener for privacy information.

Asia Ex-China Looks Good 17.03.2016

While the Fed pauses interest rate hikes for a while, Asian markets are cheering a weaker dollar. Tim Mulholland feels there's a lot of prospects in Asia outside of China due to positive demographics. See omnystudio.com/listener for privacy information.

Aussie Gold Stocks Shine 16.03.2016

Ben LeBrun, Market Analyst, Options Express tells us why gold and gold miners stocks have got the biggest weighting in his portfolio at the moment. See omnystudio.com/listener for privacy information.

Is Vietnam On Your Radar? 16.03.2016

Credit Suisse recently released it inaugural economic report on Vietnam, assessing the country’s macro outlook in 2016. Dr. Santitarn Sathirathai, Head of Southeast Asia and India Economics Research at Credit Suisse tells us why he thinks Vietnam will likely see the strongest GDP growth among ASEAN economies under his coverage this year. See omnystudio.com/listener for privacy information.

Fed Rates: Likely No Move but Economy Heating Up 15.03.2016

Chris Weston is in the no-action camp but acknowledges a possible June hike because the US economy is strengthening. This will also be fodder for interesting movements in currencies. See omnystudio.com/listener for privacy information.

India's Budget a Boost to Bond Market 15.03.2016

India recently unveiled a 288-billion-dollar budget that promises to address both rural development and to achieve its fiscal target. Leong Lin-Jing of Aberdeen Asset Management expects the budget to provide a boost to the bond market and construction sector, but cautions over the off-balance-sheet items. See omnystudio.com/listener for privacy information.

No Action Expected from FOMC for Now 14.03.2016

The Federal Open Market Committee will meet over the next 2 days. The Fed Funds futures indicate a 50% chance of a rate rise in the June meeting. Some investors are questioning whether the Fed should reinstate a 'live' meeting which is the simple condition that an interest rate move is possible at every meeting. Such investors feel that such a move will reduce market volatility. See omnystudio.com...

Market's Oddball Reaction To ECB 13.03.2016

Dodge Dorland, Chief Investment Officer, Landor & Fuest Capital Managers in New York dissects the global market's oddball reaction to the European Central Bank’s stimulus package last week. Will this complicated matters for the US Federal Reserve, ahead of its meeting this week? See omnystudio.com/listener for privacy information.

Petronas & Sime Darby: The Tale of Two Giants 11.03.2016

Hasif Murad, Investment Manager at Aberdeen Islamic Asset Management takes a closer look at two giants of Corporate Malaysia: Petronas and Sime Darby. See omnystudio.com/listener for privacy information.

American Politics Will Raise Market Risks 10.03.2016

Kim Iskyan of Truewealth Publishing talks about the "Trumpification" of the US markets and what that will do to emerging markets. See omnystudio.com/listener for privacy information.

OPR Stays, Outlook Moderate 10.03.2016

Listen to Chris Eng, Head of Research, Etiqa Insurance and Takaful, to explain the reason behind Bank Negara's move on maintaining the OPR and SRR rate. See omnystudio.com/listener for privacy information.

All Eyes on the ECB 09.03.2016

After disappointing in December, the market is hopeful that the ECB will send a stronger signal on easing in tonight's meeting. They will also have to deal with how to manage a Brexit fallout and possible fiscal trouble brewing in Portugal.   In the meantime, after all that talk of a slowdown, investors are still surprised by ugly trade numbers coming out of China. See omnystudio.com/listener...

Inflation Under Control? 09.03.2016

Listen to Jameel Ahmad, Chief Market Analyst of Forex Time (FXTM), as he goes through the Malaysia's inflation numbers for the first two months of the year.  See omnystudio.com/listener for privacy information.

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