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
Reel in Gains on Dollar, China Stocks, Guppy Says 10.11.2015 3:26
Daryl Guppy, CEO of Guppytraders.com, discusses the USD's direction versus ASEAN emerging market currencies, the USDMYR from current levels and a technical direction for the S&P500, Shanghai Composite and Nikkei 225. See omnystudio.com/listener for privacy information.
China Buys Indian Bonds 09.11.2015 5:48
China, through their central bank - the PBOC - has bought Rupee-denominated bonds. Does this signal a new investment opportunity for institutional investors? Listen to the podcast as Stephen Innes, Senior FX Analyst at Oanda Singapore discusses this and more. See omnystudio.com/listener for privacy information.
Jobs Growth Cements Inevitability of Interest Rates Rise 08.11.2015 7:11
October jobs growth in the US beat all expectations. Unemployment falls to the lowest in 7 years. It's now not a question of whether interest rates will go up but by how much and how fast. See omnystudio.com/listener for privacy information.
Bank Negara Maintains OPR 06.11.2015 5:38
Bank Negara kept its OPR unchanged at 3.25% at its monetary policy meeting yesterday. Mukharriz discusses how this affects outlook for the bond markets. See omnystudio.com/listener for privacy information.
Janet Spins Markets Right Round, Baby, Right Round 05.11.2015 8:12
Tim Mulholland, Managing Partner of China-America Capital Company in Chicago, discusses Fed/Janet Yellen jawboning once again about a Dec rate rise, whether it can actually afford to do so, upcoming U.S. data points, the possibility of ECB easing and China's markets entering bull-market territory. See omnystudio.com/listener for privacy information.
Are Telcos Pulling Back on CAPEX? 05.11.2015 6:08
Toh Woo Kim, Analyst at AllianceDBS explains the spending programmes of the telecommunications industry for the next year. He also explains what end-year expectations are for earnings in this sector. Listen to the podcast to find out more See omnystudio.com/listener for privacy information.
Unattractive Odds for Thai and Indo Markets 04.11.2015 6:17
The clouds haven't cleared for the markets of Thailand and Indonesia which have undergone challenges from currency volatility to military rule. See omnystudio.com/listener for privacy information.
Oil Down, Treasuries Up, Jobs Cut 03.11.2015 8:26
With economic conditions getting tougher globally, Standard Chartered is chopping around 15,000 jobs in an effort to save up to $3bil. Listen to this podcast as Dr. Michael Yoshikami, Founder of Destination Wealth in San Francisco explains more on this. See omnystudio.com/listener for privacy information.
Stock Markets and Interest Rates Can Rise Together 02.11.2015 9:37
After having a good month in October, November started with a bang for Wall Street. JP Morgan issued a report saying that a rise in interest rates and a continued uptrend in stock markets are not mutually exclusive events. See omnystudio.com/listener for privacy information.
Will Wall Street's October Strength Continue? 01.11.2015 9:37
The DJIA jumped 10% in October, the biggest monthly gain since October 2011. The Fed's updated economic model suggests further strengths in the economy. See omnystudio.com/listener for privacy information.
The Positive Stock Market Calendar Effects of 4Q 30.10.2015 5:27
Over the last 30 years, stock markets around the region have exhibited high probabilities of giving a positive return in the fourth quarter. Markets in Asean have statistically given returns of 3-5%. See omnystudio.com/listener for privacy information.
US 3Q GDP Disappoints 29.10.2015 8:52
Mikio Kumada, global strategist at LGT Capital Partners in Hong Kong, speaks about the 3Q US GDP figures, and how monetary policies in Europe and Japan are going to be shaped over the next few weeks. Listen to the podcast to find out more. See omnystudio.com/listener for privacy information.
Indonesia Crashes TPP Party 29.10.2015 6:13
Wellian Wiranto, economist at OCBC Bank discusses the likelihood of Indonesia joining the Trans Pacific Partnership deal, and the cost for being late to the party. See omnystudio.com/listener for privacy information.
Still Betting on 25bps in 2015 28.10.2015 8:46
Ben LeBrun, Market Analyst at Options Express is one of the few people still convinced the Federal Reserve will raise rates this year. Listen to the podcast to find out why. See omnystudio.com/listener for privacy information.
Budget Impact on the Market 28.10.2015 5:20
The FBMKLCI was weak after the budget announcement. We look at why infrastructure announcements won't have any impact on construction stocks. The impact of BR1M handouts, tax reliefs and income tax changes would also be muted on the consumption sector. See omnystudio.com/listener for privacy information.
Two-Speed Trades and QQE (No, That's Not a Soft Toy) 27.10.2015 8:02
Comments on the Bank of Japan's's next move and the case for them to step up Quantitative and Qualitative Easing (QQE) as well as his top Yen trades. He also comments on Alibaba's quarterly performance and how it indicates the bizarre state of China’s two speed economy, as well as offering a view on “New China” stocks, which are benefiting from strong retail sales and consumption...
How Abenomics Will Respond to China's Easing 27.10.2015 4:23
China's easing has prompted us to ask how this will impact Abenomics and other monetary policies region-wide. See omnystudio.com/listener for privacy information.
Alphabet Replaces Exxon on S&P500 26.10.2015 6:55
The dominance of tech companies on market indices speaks as much about tech as the oil sector. With oil prices stabilising, is there a case for buying into oil stocks? See omnystudio.com/listener for privacy information.
Budget 2016 and the Ringgit 26.10.2015 5:15
Dr Suresh Ramanathan, independent foreign exchange strategist expounds his views on the ringgit and the repercussions of Budget 2016 on it. Listen to the podcast to find out more. See omnystudio.com/listener for privacy information.
Has the Central Bank Tide Turned? 25.10.2015 7:01
Dodge Dorland, Chief Investment Officer of Landor & Fuest Capital Managers in New York discusses the widening the divergence of monetary policy by global central bankers. How will the Federal Reserve react to the easy-money moves of China and the European Central Bank? Listen to the podcast to find out more. See omnystudio.com/listener for privacy information.
Budget-Boosting Ringgit 23.10.2015 6:24
Stephen Innes, Senior FX Trader of Oanda in Singapore explains the impact Budget 2016 is expected to have on the ringgit. He also explores what an interest rate cut by Japan's central bank could mean for ASEAN economies. See omnystudio.com/listener for privacy information.
More QE, ECB? 22.10.2015 5:57
Tim Mulholland, the Managing Partner of China-America Capital Company in Chicago discusses the likelihood of the European Central Bank extending or even expanding its trillion-euro bond-buying programme. See omnystudio.com/listener for privacy information.
Budget 2016: Fixed Income Outlook 22.10.2015 7:11
Wong Wei Yi, General Manager of Fundsupermart explains how the budget might affect investor outlook in the areas of fixed income and also examines some sectors that may have an impact on the budget presentation. Listen to the podcast to find out more. See omnystudio.com/listener for privacy information.
Commodity Companies Paying 30% Interest Rates 21.10.2015 7:22
Are the misfortunes of commodity companies good news for the sector's bondholders? See omnystudio.com/listener for privacy information.
Singapore's Recession Near-Miss 21.10.2015 4:43
Singapore's third quarter GDP rebounded 0.1% after getting a minus 2.5% in the second quarter. We look at how this affects its monetary policy and stock market. See omnystudio.com/listener for privacy information.
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