Market Watch

Chris Weston, Chief Market Strategist, at Melbourne-based IG, talks about the Saudi/Russia output freeze pact and its impact on oil prices. He also discusses comments from China's PBOC on Yuan underpinning in terms of the positive impact on industrial metal prices, energy and mining groups. He ends with a view on the Fed rate hike timetable against the background of weak Japan GDP and China trade....

Joe Quinlan, Chief Market Strategist of US Trust-BoA Private Wealth Management in New York City, talks about Japan's Q4 GDP reverse and the on-going failure of Abenomics and rare comments in China by PBOC governor Zhou Xiaochuan and what the market can reasonably expect about future PBOC communication policy.  Quinlan also adds his comments on global central bank policy in the face of this te...

 Listen to Stephen Innes, Senior FX Trader at Oanda, explain how robust the ringgit is currently against weak oil prices in addition to short term expectations on the local currency. See omnystudio.com/listener for privacy information.

Mikio Kumada, Global Strategist at LGT Capital Partners in Hong Kong discusses the rout on the Hang Seng, which plunged 3.9 percent after the three-day Chinese New Year holiday. He explains why he is a "constructive bear" in this market.  See omnystudio.com/listener for privacy information.

The spectrum reallocation is set to change the competitive landscape of the telco sector. Janice Chong of Fitch Ratings discusses which of the Big 3 telco players stand to be the biggest beneficiary & loser of the move.  See omnystudio.com/listener for privacy information.

Fed head honcho Janet Yellen is warning that interest rates may not go up as much as people thing. But its that a concern or a hope? See omnystudio.com/listener for privacy information.

Oil storage around the world is hitting full capacity, raising new concerns for the industry, in which has already suffered from plunging oil prices. Michael Yoshikami shares his views, as well as his take on Michael Bloomberg's bid to join the US Presidential race.  See omnystudio.com/listener for privacy information.

Ng Lee Peng, Head of Fixed Income at Opus Asset Management gives us an update on Malaysian bonds and discusses how Bank Negara's move in reducing the statutory reserve requirement has impacted the fixed income market.   See omnystudio.com/listener for privacy information.

Points discussed: Overshooting in Oil and the US Dollar. Oil prices may have overshot on the downside. Bonds are expensive right now. Cash reflects risk aversion. See omnystudio.com/listener for privacy information.

Roshan Padamadan of Luminance Global Fund explains the recent move by the Reserve Bank of India to manage liquidity in the market. See omnystudio.com/listener for privacy information.

The ASX suffered its worst day of the year yesterday, with $32 billion wiped off the market. Traders say it was the price of oil that triggered the sell-off. But is there more to it? Listen to the podcast to hear what Ben LeBrun, Market Analyst at Options Express, has to say. See omnystudio.com/listener for privacy information.

Chris Eng of Etiqa Insurance & Takaful discusses the governments' move to increase the foreign workers' levy as well as the bidding process of telco bandwith rights. See omnystudio.com/listener for privacy information.

Global stock markets are off to a volatile start this year, and investors are now wondering if they need to prepare for a possible stock market crash in 2016. Listen to the podcast to find out why Kim Iskyan, Managing Director of Truewealth Publishing , argues otherwise. Kim also discusses the impact of a “President Trump” on the economies and markets of Asia, specifically Malaysia. Tr...

Dodge Dorland of Landor & Fuest Capital, explains the signals the Bank of Japan intends to send to the market after they introduced negative interest rates on reserves held by the BOJ. See omnystudio.com/listener for privacy information.

The EPF cut seems temporary. Oil prices are still weak which might call for key infrastructural projects to be fast-tracked. See omnystudio.com/listener for privacy information.

Mikio Kumada of LGT Capital Managers explains how the US primaries could affect markets. He also examines the weakening consumer sentiment in Japan. See omnystudio.com/listener for privacy information.

The oil price crash is throwing the Malaysian budget into disarray. In the short term, market impact will be muted. In the longer term, the level of ringgit has to be watch. China also looks attractive right now compared to Asean from a valuations viewpoint. See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst at Options Express in Sydney discusses the US Federal Reserve's first economic statement since raising interest rates in December.  See omnystudio.com/listener for privacy information.

Moody's placed Petronas and another 170 other energy companies on a watchlist for a possible downgrade. Listen to Hasif Murad, Analyst at Aberdeen Islamic, explain the implications from this move. See omnystudio.com/listener for privacy information.

Storm Warning: Oil, The Fed and China, What Else Dr. Michael Yoshikami, CEO of Destination Wealth Management in San Francisco, discusses the ongoing oil price collapse, its effect on sentiment and rising concern over the systemic risk it poses to the global financial system from exposure to the sector. He also discusses yet another 6%+ plunge in the China market and the destabilising effect of ong...

Daniel Ang, Investment Analyst at Singapore-based Phillip Futures discusses why he's bearish on gold prices this year.    See omnystudio.com/listener for privacy information.

All eyes will be on the FOMC meetings over the next two days. This will be the first meeting since the December rate rise. At stake is the vulnerability of the global economy. See omnystudio.com/listener for privacy information.

Bank Negara Malaysia cut the SRR from 4% to 3.5% effective next month. Listen to Nik Ahmad Mukharriz, Director of Fixed Income Research at CIMB Investment as he explains how this will impact the bond market. See omnystudio.com/listener for privacy information.

China injected more liquidity to offset the reserves drawdown and was put on a defensive about the economy. In this scenario, shorting is gaining status as the preferred strategy. See omnystudio.com/listener for privacy information.

With liquidity in the Indonesian government tightening, will we expect state owned enterprises in Indonesia to raise funds by tapping the markets? Listen to Bharat Joshi as he expounds more on this. See omnystudio.com/listener for privacy information.