Market Watch

Dr Michael Yoshikami, Founder and Chief Executive Officer of Destination Wealth Management in San Francisco, California, discusses the ECB's monetary easing program, whether he thinks it might be extended beyond its September 2016 deadline, and his sense of why, by and large, the various quantitative easing programs in Europe, US and in Japan have failed. He also talks about the sustainability of...

 With declining oil prices, Malaysia is in a spot to increase its revenue streams whilst balancing the need for greater development & social expenditure. Arup discusses his expectations for Budget 2016 and if we will see the necessary measures.  See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York City, talks about China GDP beating expectations, the weak market reaction, its economy being in transition and how it remains a bullish bet for the long-term.  See omnystudio.com/listener for privacy information.

Mixed economic data announced on Friday was enough bad news to be good news for the stock market because it implies more delay in interest rates. Walmart sank on possible internet competition while utterances and actions by Hillary Clinton and Bernie Sanders suggest a more challenging environment for the biotech sector. See omnystudio.com/listener for privacy information.

The rupiah rallied significantly against the US dollar last week. Listen to the podcast to hear Bharat Joshi, Head of Investments for Aberdeen Asset Management explain how the rupiah market is in 'goldilocks' mode, where the situation is not too hot, but not too cold either. See omnystudio.com/listener for privacy information.

China is set to release its third quarter GDP data on Monday. Mikio Kumada, Global Strategist at LGT Capital Partners in Hong Kong argues that the numbers should be viewed in the long-term, and in the context of a "maturing economy" for China. See omnystudio.com/listener for privacy information.

Roshan Padamadan, fund manager at Luminance Global Fund in Singapore discusses the countries and sectors that stand to benefit from the Trans Pacific Partnership Agreement. Listen to the podcast to find out how investors should position themselves to profit from this deal. See omnystudio.com/listener for privacy information.

LME Week in London saw delegates from the who's who in the world of metals talking about zinc production cuts by Glencore. This is unlikely to give a push to prices since the overall global economy is still weak. But Ben Le Brun is watching gold closely. See omnystudio.com/listener for privacy information.

The gloomy sentiment in the property sector is not helped by prospects of higher interest rates. Budget 2016 would also be an unlikely source of excitement. IOI Property is RHB Research's top pick for the sector. See omnystudio.com/listener for privacy information.

Angus Nicholson, Market Analyst for IG in Melbourne, Australia, discusses the longevity of the current share market rally in emerging markets and its relation to Fed policy. He also discusses gold prices, which are also rallying. See omnystudio.com/listener for privacy information.

Nik Ahmad Mukharri, Director of Regional Fixed Income Research at CIMB Investment Bank discusses the Cagamas sukuk issuance in Singapore, and its potential impact to Malaysia's Islamic capital market.  See omnystudio.com/listener for privacy information.

President of the New York Federal Reserve, William Dudley, had stated that the costs of having negative interest rates are not as bad as what was once thought. Dodge O. Dorland, the Chief Investment Officer of Landor & Fuest Capital Managers in New York discusses the possibility of negative rates in the US. See omnystudio.com/listener for privacy information.

Suriadharma Ibrahim, Head of Research at Buana Capital in Indonesia examines how Indonesian equities have fared in the Q3. Will the Q4 be more of the same? Listen to the podcast to find out Suriadharma's forecast. See omnystudio.com/listener for privacy information.

Oil prices have rallied to $50 per barrel. We ask Tim Mulholland of China-America Capital Company if the rally is sustainable or merely a flash in the pan See omnystudio.com/listener for privacy information.

The founders of AirAsia were reported to have sounded out investors to take the company private in a management-led buyout. Mohshin Aziz, aviation analyst at Maybank Investment weighs the likelihood of the airline's privatisation.  The founders of AirAsia were reported to have sounded out investors to take the company private in a management-led buyout. Mohshin Aziz, aviation analyst at Mayba...

The headlines on emerging markets have been oscillating between good and bad in recent months, from the massive foreign outflows, to a sudden reversal of EM currencies this week. Ben LeBrun, market analyst at Options Express in Sydney, cuts through the mixed messages about emerging markets. See omnystudio.com/listener for privacy information.

The risk of further weakness of oil prices may run high for Sapura Kencana but existing orderbook if brought to fulfilment will last many years. See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Chief Executive Officer of Destination Wealth Management in San Francisco, discusses 'the three things that clients want to know at the moment': what the Fed will do, what the ECB will do and what effect that will have on emerging markets. He also talks about Peter Schiff's view that the September jobs report was indicative of a weaker-than-expected US economy, and that t...

Tenaga, along with other foreign parties, is bidding for the assets of Edra Global Energy owned by 1MDB. National policy is of the greatest essence here since Tenaga will end up owning a dominant share of the country's generation capacity. The expiry of YTL Power's key power purchase agreement has been largely factored in by the market. See omnystudio.com/listener for privacy information.

Benny Lee reflects on third quarter performance, and evaluates how we need to prepare for the final quarter of the year for the domestic market. He also examines which sectors to look out for, and what areas to keep an eye out on. Listen to the podcast to find out more. See omnystudio.com/listener for privacy information.

US September job growth number came in at 142,000, below the 200,000 that the market expected. This caused an uptick in the market because it may mean a delay in interest rate hikes. See omnystudio.com/listener for privacy information.

Mikio Kumada, Global Strategist at LGT Capital Partners in Hong Kong shares his position on investing in emerging markets and the bright spots to be found in EMs despite the overall gloomy outlook.  See omnystudio.com/listener for privacy information.

Bond expiries which have been under much focus recently are not indicators of sentiment as foreign investors can already sell in the open market anytime. Bond yields are also unlikely to hit crisis-level yields of 7-8% because Malaysia's fundamentals are much better now. See omnystudio.com/listener for privacy information.

With 45% of domestic bond papers currently being held by foreign investors, will the local players be able to shore up investments if the foreign holders redeem their notes? Listen to the podcast to find out more about the discussion on our bond markets entering the fourth quarter of the year. See omnystudio.com/listener for privacy information.

The unemployment figures of the Australian mining sector is three times higher than average in other sectors. This is set against the backdrop of mining giant, Glencore, losing billions in market value recently. We also look at the global stock market performance for the first three quarters of the year and try to understand what's in store for us in the final quarter. See omnystudio.com/listener...