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
Bloodbath in Global Equities Over Oil and China 20.01.2016 10:25
Screens on trading floors across the world showed seas of red arrows, as global equities took a beating yesterday. Ben LeBrun, Market Analyst at Options Express in Sydney joins us to discuss the severity of the rout. See omnystudio.com/listener for privacy information.
Oil Maths Ahead of Revised Budget 20.01.2016 7:11
Cheryl Pola looks into government finances and how the revised budget will affect the local market. See omnystudio.com/listener for privacy information.
Coal and China: Two Trades for the Value Investor 19.01.2016 10:04
Kim Iskyan, Managing Director and Founder of the independent investment research company TrueWealth Publishing , discusses interesting trades in beaten-down assets like coal via ETFs on the NYSE, HK/China, having attained the dubious honour of becoming two of the cheapest markets in Asia, growth and GDP in China. He ends with a quick view on oil, and Iran's imminent return to global oil markets. &...
Bearish KLCI: A Correction or Something More? 18.01.2016 6:35
Two trading weeks into 2016, the local market has been persistently bearish. Is this a market correction or are we seeing significant selling pressure? Benny Lee, Chief Market Strategist of Jupiter Securities weighs in. See omnystudio.com/listener for privacy information.
Watching the US Primaries for Market Impact 17.01.2016 9:36
Global stock markets haven't had a good start to the year. Forecasts for corporate earnings growth in the US add to the woes. Additionally, presidential front-runners may suggest a lose-lose for the markets. See omnystudio.com/listener for privacy information.
Being Normal About China's New Normal 14.01.2016 10:30
China rattled investors two trading weeks into the year. The kind of market movement that we are seeing is a normal course of volatility as further weakness of the RMB is expected. In such an environment, cash might be king. See omnystudio.com/listener for privacy information.
Does A Bad January Foreshadow A Bad 2016? 14.01.2016 9:27
One of the best-known aphorism from the Stock Trader’s Almanac is the January Barometer - the belief that if stock markets are up in January, so will be the entire year, and vice versa. Is this really the case? Find out more from Kim Iskyan, Managing Director and Founder of Singapore-based independent investment research company, TrueWealth Publishing . See omnystudio.com/listener for privac...
Charting Early Trade In Bursa 14.01.2016 7:28
Listen to Lee Cheng Hooi, of Maybank Investment, as he looks at the Bursa and expounds on the pattern of trades thus far in the new year. See omnystudio.com/listener for privacy information.
Travel Sector Not Ready to Take Off Despite Oil 13.01.2016 9:58
Despite crashing oil prices, there still remains challenges before a buy recommendation can be made. However, Mohshin Aziz is positive on the sector regionally as it is coming from a very low base. See omnystudio.com/listener for privacy information.
Oil and China: 2016's Twin Terrors 12.01.2016 7:21
Dr. Michael Yoshikami, CEO of Destination Wealth Management in San Francisco, talks about oil's continued plunge, its ramifications and his outlook for Chinese shares. See omnystudio.com/listener for privacy information.
Is China's Red Mist Spreading? 11.01.2016 7:10
Joe Quinlan Chief Market Strategist US Trust-BoA Private Wealth Management in New York, talks about China's stock collapse, possible contagion, the US banking sector and the health of the US economy. See omnystudio.com/listener for privacy information.
Weak GDP to Drive Loan Growth Down 11.01.2016 6:21
While it's not an alarming situation, loan growth is shifting its gears lower. This is due to the slowing economy and continued rise of bond issuance. Within the banking sector, Lim Sue Lin likes Public Bank and Hong Leong Bank. See omnystudio.com/listener for privacy information.
Depressed Start For Chinese Markets 10.01.2016 11:53
The Chinese markets crashed in early year trading. And the US markets had the worst start of the year in their history. Listen to Dodge Dorland, CIO of Landor & Fuest as he explains the impact it has on the economy. See omnystudio.com/listener for privacy information.
Regional Market Reaction to Paris shooting 08.01.2016 7:42
We ask Roshan Padamadan, Fund Manager at Luminance Global Fund on how local markets are reacting to an incident on the first year anniversary of the Charlie Hebdo massacre in France. We also look at commodity prices and their outlook amidst this geopolitical uncertainty. See omnystudio.com/listener for privacy information.
The Unreal China Market 07.01.2016 8:36
When governments intervene into free market institutions like stock markets price distortions happen. From withholding IPOs to sale bans for major shareholders, China is delaying the inevitable. Tim Mulholland thinks this is still crisis territory and may force the Fed's hand. See omnystudio.com/listener for privacy information.
Intervention In Indonesian Commodities 07.01.2016 7:37
Listen to Bharat Joshi of Aberdeen Asset Management as he explains the impact of government intervention in the commodities sector, especially support for the oil, agriculture, and metal sectors. See omnystudio.com/listener for privacy information.
Off-Piste Investing Ideas in Cocoa, Sugar and Brazil 06.01.2016 11:16
Kim Iskyan, Managing Director and Founder of Singapore-based independent investment research company Truewealth Publishing talks about off-piste investing ideas that include cocoa and sugar, as well as perhaps Brazil, all of which are freely tradeable as ETFs in New York. See omnystudio.com/listener for privacy information.
FX Market Strategy For 2016 05.01.2016 13:14
Mario Singh, CEO of Singapore-based forex brokerage Fullerton Markets discussed his outlook for major currencies this year. See omnystudio.com/listener for privacy information.
Tenaga's Tactical USD Play 05.01.2016 6:13
Tenaga Nasional is issuing US$3b in sukuk bonds. The national power company says that this is to fund their expansion but it also signals that they are comfortable with the current level of USD-MYR exchange rate. See omnystudio.com/listener for privacy information.
Shanghai Craters 04.01.2016 7:39
The 7% fall sent reverberations round the world and renewed old fears of slowdown and currency devaluations. See omnystudio.com/listener for privacy information.
Oil and China Are 2016's Biggest Challenges 03.01.2016 10:59
Dodge Dorland, Chief Investment Officer at Landor & Fuest Capital Managers in New York City, discusses opportunities and challenges for the year ahead, oil’s likely direction, the ongoing Saudi-Iran tensions, Chinese economy and Yuan movement as well as US elections and Fed rate activity. See omnystudio.com/listener for privacy information.
Debt Capital Markets Review for 2015 30.12.2015 5:42
Nik Mukharriz of CIMB Investment research presents a concise review of how the debt markets behaved in 2015 and outlines some possible scenarios in the first quarter of 2016. See omnystudio.com/listener for privacy information.
No Santa Rally on Eve of New Year 28.12.2015 7:21
Joe Quinlan Chief Market Strategist US Trust-BoA Private Wealth Management, New York, talks about an awaited Santa rally, what 2016 will hold for investors, Oil prices and US elections and Donald Trump. He ends with a China outlook. See omnystudio.com/listener for privacy information.
Dollar Weakens While Asian Markets Strengthen 27.12.2015 9:00
After the US Fed increased interest rates for the first time in nearly a decade, the dollar is seeing a slump in strength against major currencies. Concurrently, markets in China and Japan continue to strengthen. Dodge Dorland explains the reasons behind these moves. See omnystudio.com/listener for privacy information.
Advertising Spending Under Scrutiny 23.12.2015 5:52
Samuel Yin of Maybank Investment, explains the dynamics of advertising expenditure in Malaysia, and where it is heading amidst the current economic slowdown. See omnystudio.com/listener for privacy information.
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