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
The Coupling of Oil and Stocks 08.03.2016 7:14
Dr. Michael Yoshikami, CEO of Destination Wealth Management in San Francisco discuss why equities have been unusually highly correlated with moves in oil prices, and how this relationship will shape his investment allocation decisions in the coming months. See omnystudio.com/listener for privacy information.
Cheap Oil Dawning on AA and AAX Investors 08.03.2016 7:53
Share prices of AirAsia and AirAsia X were punished by investors last year. Investors in those shares even ignored cheap oil prices. But the latest quarterly results could be the start of a turnaround. We also look at how cheap oil will affect Petronas Chemicals. See omnystudio.com/listener for privacy information.
Equity Rallies on Oil Prices 07.03.2016 9:14
Stocks around the globe saw a strong uptick on a recovery in oil prices. Listen to Joe Quinlan, from US Trust-BoA Private Wealth Management as he explains the momentum behind this move, and whether this rally is sustainable. See omnystudio.com/listener for privacy information.
Is the Bear Baring it's Teeth? 07.03.2016 9:35
Regular commentator Benny Lee of Jupiter Securities goes through the signals that the market is sending to determine whether the market is indeed switching from a bearish environment, to a bullish one now. See omnystudio.com/listener for privacy information.
Time To Buy US Stocks? 06.03.2016 9:35
Dodge Dorland, the Chief Investment Officer of Landor & Fuest Capital Managers in New York breaks down the latest jobs report in the US and how it could potentially influence the actions of the Federal Reserve. He also discusses the US equities market, which is seeing a rebound, and if this is the right time to add to equity risk. See omnystudio.com/listener for privacy information.
China's NPC Meeting and US Jobs Data 03.03.2016 10:43
Listen to Tim Mulholland, of China America Capital Company to talk about the National People's Congress meeting in China. We also analyse estimates of US jobs data that is expected to come out later today. See omnystudio.com/listener for privacy information.
Stars Aligning for US Shares 02.03.2016 10:24
Ben LeBrun, Market Analyst at Options Express in Sydney, talks about the recent bounce in US equities, Aussie GDP growing more than expected in Q4 and Moody's officially downgrading its outlook of China's credit rating. See omnystudio.com/listener for privacy information.
OPR Cut in the Offing? 02.03.2016 7:14
Nik Ahmad Mukharriz of CIMB Investment explains Bank Negara's possible move to slash rates in 2H16. He also discusses the outlook for Petronas' bonds See omnystudio.com/listener for privacy information.
With Slower PMI, China Continues to Walk Thin Line 01.03.2016 8:11
China has to inject liquidity while alleviating devaluation fears. Shale producers are also on course to intensify war with OPEC when they say $40 is the new $70 See omnystudio.com/listener for privacy information.
Gold is the New Black 29.02.2016 7:46
Gold has had one of its strongest opening performance for 35 years. Will this last? China cuts reserve requirements and plans to fire 1.8m people in the steel and coal sectors. See omnystudio.com/listener for privacy information.
G20 Report Card 29.02.2016 6:59
Stephen Innes of OANDA goes through some of the key takeaways from the recently concluded G20 summit in Shanghai. He also ties in with expected market reactions here in Malaysia and Singapore. See omnystudio.com/listener for privacy information.
China Bosses In Focus 28.02.2016 11:10
Listen to Julian Evans-Pritchard of Capital Economics in China as he looks at what is in store from the Governor of the PBOC and the new head of the Chinese Securities Commission. See omnystudio.com/listener for privacy information.
Get In Ahead of Indonesia's Big Bang Reforms 26.02.2016 8:39
President Joko Widodo recently unveiled a “big bang” scheme to open up the Indonesian economy, and draw investors to over 50 sectors in its economy that were previously closed. Bharat Joshi, Head of Investments at Aberdeen Asset Management in Indonesia, shares his views on the most promising sectors that have the potential to grow. Listen to the podcast to find out which s...
China Plunges Ahead of the G-20 25.02.2016 9:20
Traders of the Chinese markets are getting conflicting signals about where the Yuan is going. The plunge isn't a good omen for the G20 summit that starts today where world leaders are not expected to break any grounds to stimulate world growth. It's also telling that this coincides with St. Louis Fed Chairman Bullard who changed long-held view that interest rates should rise. See omnystudio.com/li...
Corporate Defaults Under Control in ASEAN 25.02.2016 9:43
Amid volatile global markets and rising talk of corporate default, Tariq Ali feels that the situation is under control for now. See omnystudio.com/listener for privacy information.
Aussie Banks "Dancing on a Wire” 24.02.2016 11:03
Recently markets have been getting nervous over the financial health of global banks like Deutsche Bank. What about Australian banks? Should investors be concerned about the health of the Big Four? Listen to the podcast to find out what Ben LeBrun, Market Analyst at Options Express, has to say. See omnystudio.com/listener for privacy information.
Philippines First Quarter Evaluations 24.02.2016 6:10
Rizki Fajar, Economist at RHB Group takes a look at how the Philippines economy performed in early 2016. She also explains the measures which the Philippines plan to implement in order to steady their markets this year. See omnystudio.com/listener for privacy information.
Stronger Thailand GDP Figures 23.02.2016 8:37
Lee Tien Xiang of Fundsupermart Malaysia examines the Thai economy following their fourth quarter GDP figure announcement. See omnystudio.com/listener for privacy information.
A Slippery Rebound for the Black Stuff 22.02.2016 5:44
Joe Quinlan from US Trust-BoA Private Wealth Management in New York, talks about oil's rebound, China's regulatory developments and looming fears of Great Britain's potential exit from the EU See omnystudio.com/listener for privacy information.
Consumer Play In US Market 22.02.2016 12:20
Roshan Padamadan, Fund Manager at Luminance Global Fund, discusses the rise of the consumer stocks in the US. He also explains the change of guard at China's Securities Commission, and provides an overview on commodities as well as ASEAN market developments. See omnystudio.com/listener for privacy information.
Malaysia GDP Stronger Than Expected 19.02.2016 6:48
Hasif Murad, Investment Manager of Aberdeen Islamic Asset Management goes through the nuts and bolts of the recently published GDP figures of Malaysia. See omnystudio.com/listener for privacy information.
US Pivoting To ASEAN 18.02.2016 10:08
Tim Mulholland of China-America Capital Company explains the market reactions following the US-ASEAN summit that was concluded earlier this week. See omnystudio.com/listener for privacy information.
Still Room For Singapore O&G Play? 18.02.2016 5:48
Given the general bearishness about oil prices, are there opportunities in oil and gas stocks in Singapore? Listen to the podcast to find out what Daniel Ang, Investment Analyst from Phillip Futures, has to say. See omnystudio.com/listener for privacy information.
Gold Gaining Luster With Fed Pause 17.02.2016 10:16
The 3-day old Wall Street rally is the direct result of the latest Fed minutes in which Janet Yellen worries about the global market turmoil. We get a multi-asset view of this affects stocks, gold, oil, bonds and cash. See omnystudio.com/listener for privacy information.
Time To Pump Money Into O&G Stocks? 17.02.2016 7:06
TJ Liaw, Regional Head Oil & Gas Services Equity Markets at Maybank Investment Bank discusses the outlook for oil prices and the industry. Are oil and gas stocks an attractive investment at the moment? Listen to the podcast to find out! See omnystudio.com/listener for privacy information.
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