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
Fiscal Management And Expectations 22.12.2015 4:25
Arup Raha, Chief Economist at CIMB Research explains how low energy and commodity prices will drive the economies of Malaysia and Indonesia forward. See omnystudio.com/listener for privacy information.
Oil Calamitously Low and 'New Normals' 21.12.2015 5:23
Joe Quinlan, the Chief Market Strategist of US Trust-BoA Private Wealth Management, talks about oil at 11-year lows, the US M&A frenzy, where he thinks the the biggest opportunities are in the new year as well as the biggest threats. See omnystudio.com/listener for privacy information.
Santa Clause Rally Coming To Town? 20.12.2015 6:51
The rally in US equities after the Fed’s rate hike seems to have fizzled out, with the S&P and Dow were at its lowest level in more than 3 months. Dodge Dorland, Chief Investment Officer of Landor & Fuest Capital Managers in New York shares his expectations of a year-end 'Santa Clause rally' in equities. See omnystudio.com/listener for privacy information.
Weak America or No, Fed Hike 'Overdue' 17.12.2015 7:10
Tim Mulholland, the Managing Partner of China-America Capital Company in Chicago, USA, explains yesterday’s historic Fed move and ongoing emerging market risk appetite, ensuing Asian central bank policy, a view on the true health of the US economy and what China's tenth day of Yuan devaluation means for the rest of Asia. See omnystudio.com/listener for privacy information.
Fed Interest Rate Hike Impacts Malaysia 17.12.2015 10:40
The Federal Reserve has hiked the interest rate for the first time since 2006. Listen to Hasif Murad of Aberdeen Islamic Asset Management explain how this will impact the global markets in general, and the Malaysian markets in particular. See omnystudio.com/listener for privacy information.
Watch For More Than Just A Rate Hike 15.12.2015 6:38
Nerves are fraying ahead of the Fed's expected decision to raise interest rates for the first time in nine years. Joe Quinlan, Chief Market Strategist, US Trust-BoA Private Wealth Management, New York discusses if this is merely market correction, or a sign of deeper distress? See omnystudio.com/listener for privacy information.
Gaming Sector Growing Steadily 15.12.2015 7:13
Nandini Vijayaraghavan of Fitch Ratings sheds light on how the local gaming sector is performing amidst slowing growth in the region. Listen to this podcast to learn more See omnystudio.com/listener for privacy information.
The Message or Lack of It from Fed's Rate Hike 14.12.2015 10:05
Expectations are for a 25bps rise in US interest rates and a 2-3 more rises in 2016. The pace of interest rate rises will send a bigger message to the markets. China's move to have the yuan track a basket of currencies rather than the US Dollar is part of its evolution towards fully a convertible currency. See omnystudio.com/listener for privacy information.
Astro Gains And Losses 14.12.2015 5:35
Samuel Yin, Associate Director at Maybank Investment, discusses media giant, Astro. We look at subscription models, advertising revenue, and content costs. Listen to this podcast to learn more See omnystudio.com/listener for privacy information.
Where Will Money Flow After Fed's Rate Hike? 13.12.2015 7:15
Junk bonds saw a big rout ahead of the FOMC meeting over the next two days. Dodge Dorland also offered the historical fact that the USD rises in the immediate aftermath of a hike. This further fuels currency war fears as China's tries to reduce the yuan's link to the USD. See omnystudio.com/listener for privacy information.
Ringgit Punishment Over in 2016? 11.12.2015 16:21
Jameel Ahmad, Chief Market Analyst at International foreign exchange brokerage, ForexTime (FXTM) shares his outlook for the ringgit in 2016 and explains why he thinks Bank Negara should increase interest rates. See omnystudio.com/listener for privacy information.
EMs, Watch Out for Divergence! 10.12.2015 7:26
Jameel Ahmad, Chief Market Analyst at International foreign exchange brokerage, ForexTime (FXTM) shares his outlook for emerging market currencies, should the US Federal Reserve raise interest rates in December. See omnystudio.com/listener for privacy information.
Investor Confidence Soars 10.12.2015 5:42
Hasif Murad is here to tell us why investors are snapping up government bonds and also discusses Bank Negara's upcoming gubernatorial replacement. See omnystudio.com/listener for privacy information.
World Bank Warns of Capital Starvation in EMs 09.12.2015 8:14
With the Fed liftoff looming, the World Bank is afraid that emerging markets would suffer a capital drought. Ben LeBrun tells us whether World Banks words are something to worry about. See omnystudio.com/listener for privacy information.
Weak Ringgit Play Continues 09.12.2015 4:56
In this market environment, Wong Wei Yi thinks exporters will continue to benefit from the weak ringgit. Construction and IT-related stocks will also get a lot of help from government projects. See omnystudio.com/listener for privacy information.
Rate Hike Inevitable Despite Commodity Collapse 08.12.2015 9:53
Chris Weston, Chief Market Strategist at the Melbourne-based IG, discusses the implications of OPEC's decision to maintain production, the ongoing resource / mining meltdown, a view on emerging market health, a China economy picture, EM debt crisis tantrum and Fed policy action. See omnystudio.com/listener for privacy information.
The Search for IPO 'Brave Hearts' 08.12.2015 6:17
Roshan Padamadan, Fund Manager at Luminance Global Fund in Singapore expects a tough 2016 for emerging markets, but he is on the lookout for the elusive "brave hearts" -- companies which are planning to go for IPO in the middle of such market turmoil. See omnystudio.com/listener for privacy information.
Fed Liftoff Assured, Pace and Quantum Eyed 07.12.2015 7:59
Joe Quinlan, Chief Market Strategist, US Trust-BoA Private Wealth Management, New York, discusses oil prices and OPEC's output target impasse, the Yuan's inclusion in the Special Drawing Rights, Obama saying that there is a "new phase of terrorism" and the latest narrative on the Fed rate policy and the effects on Emerging Markets. See omnystudio.com/listener for privacy information.
Outlook on Plantation, Oil, and Energy 07.12.2015 5:47
Listen to this podcast as Benny Lee, Chief Market Strategist at Jupiter Securities takes a look at the yearly trend of Bursa Malaysia, and explains some key highlights to expect in December. See omnystudio.com/listener for privacy information.
Just How Strong Was the Jobs Data? 06.12.2015 7:59
Dodge O. Dorland, Chief Investment Officer of Landor & Fuest Capital Managers in New York dissects the US' latest jobs report. Is the US jobs market as solid as some are claiming it to be? See omnystudio.com/listener for privacy information.
Call me Bond, Malaysian Bond 04.12.2015 4:12
The sale of 1MDB assets has subsequently decreased default risk and increased the attractiveness of Malaysian debt to overseas investors, particularly China. Listen to Nik Ahmad Mukharriz, Director of Regional Fixed Income Research at CIMB Investment Bank on why debt is delightful once again! See omnystudio.com/listener for privacy information.
Markets Swoon On Underwhelming Draghi 03.12.2015 8:53
Tim Mulholland, Managing Partner of China-America Capital Company in Chicago, USA, discusses the reasons behind ECB President Mario Draghi's deciding against stronger stimulus, how it affects the Fed's rate move in December, a potential 'great monetary divergence', Square's IPO fail and whether this is the top of the dotcom bubble. He also offers an opinion on Saudi comments that it would back out...
Are We Spending? Malaysian Retail Outlook 03.12.2015 4:49
Cheah King Yoong, analyst at AllianceDBS Research, discusses the impact of the recent price hikes on consumer sentiment. He explains why the recovery for retail spending will be gradual, following the implementation of GST. See omnystudio.com/listener for privacy information.
Bringing Bazookas To the Table 02.12.2015 7:13
Listen to this podcast as Ben Le Brun, Market Analyst at Options Express in Sydney discusses the Reserve Bank of Australia holding rates for the rest of the year, how Mario Draghi heavy weaponary to the table for the ECB's meeting, and where the Yuan is heading in it's status as an IMF reserve currency. See omnystudio.com/listener for privacy information.
Year-End Forex Positions 02.12.2015 6:57
December is going to be chock-full of economic data and monetary policy statements. Stephen Innes, Senior Asia Pacific FX Trader at OANDA in Singapore discusses what investors need to look out for and how these events could hit currency markets. See omnystudio.com/listener for privacy information.
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