Market Watch

We get an update on how the property sector as a whole is doing and how that affects a player like Eco World which recently announced a big land deal in Selangor. See omnystudio.com/listener for privacy information.

Chris Weston, Chief Market Strategist at Melbourne-based, IG, discusses Carl Icahn's grouses with what he describes as a distorted market, Glencore's share price weakness and the potential for contagion, the Fed's latest monetary policy narrative and what appears to be its waning influence on market behaviour, and his sense of the factors that might influence market behaviour the next few days, su...

Ringgit falls to fresh 17 year lows, Singapore production output drops, and the US dollar continues to rally. Compunding this outlook, metals and commodities continue to slide and CDS traders have rated Malaysia at 'junk' status. What does all this mean to us? Listen to the podcast to find out more. See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist, US Trust-Bank of America Private Wealth Management in New York, discusses latest Fed policy comments, upcoming US data, Longmay Group's jobs cull, Glencore's share price collapse, and Saudi Arabia's billions in funds withdrawal. See omnystudio.com/listener for privacy information.

Weak export numbers from Singapore have compounded expectations for weak GDP growth in the third quarter. Daniel Ang, investment analyst at PhilipFutures in Singapore discusses whether Singapore is on the cusp of a technical recession.  See omnystudio.com/listener for privacy information.

US's 3.9% growth in the second quarter is bound to raise interest rate expectations. See omnystudio.com/listener for privacy information.

With the U.S dollar rising rapidly against local ASEAN currencies, American firms are getting more value out of their money. Will there be a rise in investment opportunities here in South East Asia? Will valuation of these tech companies be fundamentally different under the current economic climate? Download this podcast to find out more. See omnystudio.com/listener for privacy information.

The Volkwagen scandal has taken out USD 30 billion worth of value from their stock. What's next for them, and where does that leave other auto makers in the industry?  Download this podcast to find out more. See omnystudio.com/listener for privacy information.

Global volatility shows that it is not a good idea to be overinvested into purely ringgit assets. Manpreet Gill continues to overweight global equities especially Europe and Japan. See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, CEO of Destination Wealth Management in San Francisco agrees with the latest China Beige Book survey, that current market perceptions of China are "thoroughly divorced" from the reality on the ground. Listen to the podcast to find out why.  See omnystudio.com/listener for privacy information.

The Fed's anxiousness on weak global growth, read China, was enough to delay an interest rate rise. Things will continue to be rocky for emerging markets. See omnystudio.com/listener for privacy information.

Joe Quinlan, the Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York, discusses the Federal Reserve's decision to hold rates, and what it means for emerging markets beyond the initial outflow reprieve.  See omnystudio.com/listener for privacy information.

A US interest rate rise if it comes will be token and will not be a long term trend. This will set the stage for a ringgit strengthening and for Bank Negara to start easing. See omnystudio.com/listener for privacy information.

Dodge Dorland, Chief Investment Officer at Landor & Fuest Capital Managers in New York discusses the Federal Reserve's 'third mandate' to ensure global financial stability. Also, find out why he is keeping a close watch on President Obama's meeting with his Chinese counterpart Xi Jinping at the end of the week. See omnystudio.com/listener for privacy information.

Kim Iskyan, emerging markets strategist at Stansberry -- a research firm that looks for contrarian investment opportunities -- makes the case for investing in gold and gold stocks, despite prices already down 40% over the last three years. See omnystudio.com/listener for privacy information.

Bharat Joshi, Head of Investments for Indonesia for Aberdeen Asset Management discusses Indonesia's vulnerability should there be a US rate hike. He also shares his outlook for the rupiah, which has already weakened to its lowest level since 1998.  See omnystudio.com/listener for privacy information.

Ben Le Brun believes that markets hate uncertainty and raising interest rates would send a better signal to markets. See omnystudio.com/listener for privacy information.

Given the historical support of the El Nino weather phenomenon for CPO prices, we find out why this hasn't happened. Also, what to do with plantation stocks now. See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York, discusses the Fed's upcoming decision whether to raise rates, how if at all he has positioned his funds and clients to accommodate either eventuality, the latest collapse in China’s share markets and the disbelief in China data. He also discusses an interesting school of thought: that in t...

Bank Negara kept its OPR unchanged at 3.25% citing current monetary policy as being 'sufficient' to support economic activity. What impact does this have on the ringgit, and will this be enough to stem capital outflows from Malaysia? Also, we take a look at Singapore and Thailand, from the election results in the Lion city, to Bank of Thailand's domestic pressures to cut rates. See omnystudio.com/...

This week the US Federal Reserve is set to announce its decision whether or not to raise short-term interest rates at the end of its most anticipated policy-setting meetings of the year. Listen to the podcast for Dodge Dorland's advice for how investors should approach this week. See omnystudio.com/listener for privacy information.

 With the Brazilian Real taking a hit in recent months, and with Standard & Poor's cutting their sovereign debt rating from investment grade to junk status at BB+, what does this mean for Brazil and the BRICs?  We see how this fits into the bigger picture of global commodity markets, and discuss what we can do to hedge our risk going forward. See omnystudio.com/listener for privacy i...

Chris Eng, Head of Research at Etiqa Insurance & Takaful, talks about the Fed's mooted September rate rise, Malaysia's ongoing political turmoil, China's recovery (and stimulus) and a gradually recovering Eurozone. See omnystudio.com/listener for privacy information.

 Is the Bhat beleaguered  from the recent events in Thailand? From terrorist attacks to the prolonged drought affecting their agricultural output, the Thai currency has taken a hit. Also discussed, a possible Chinese purchase of rice from Thailand and finally, we look at the woes befalling the Ringgit See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and Chief Executive Officer of Destination Wealth Management in San Francisco, talks about the latest raft of weak trade data from China, showing a sharp drop in the value of imports and exports, and how this amplifies concerns that the ripple effects from China's economic slowdown into developed economies. He also talks about the possibility of a September rate h...