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.
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
SGD/MYR Hit All-Time Low 08.09.2015 5:26
The Ringgit hit an all-time low against the Singapore dollar at 3.04 yesterday. Dickson Woon, senior forex manager at Phillip Futures Singapore, shares his forecast for SGD/MYR. See omnystudio.com/listener for privacy information.
Line Ball Call For Data-dependent Fed 07.09.2015 7:21
What will the "data-dependent" Fed do now that the jobs data isn’t obvious enough to tilt a close rate hike decision one way or the other? Chris Weston, Chief Market Strategist at IG in Australia, shares his expectations. See omnystudio.com/listener for privacy information.
Heads Up! KLCI In Bearish Mode 07.09.2015 6:33
Chart-watchers seem confident the market is in bearish territory. But is this the time for bargain-hunting? Benny Lee, Chief Market Strategist at Jupiter Securities, flags what we need to keep an eye out for this week. See omnystudio.com/listener for privacy information.
Seeking Opportunities in a Distressed CPO Sector 04.09.2015 3:46
Roshan Padamadan, fund manager at Luminance Global Fund, talks about the impact of on ASEAN-wide currency devaluations on the palm oil sector and whether investing situations have arisen as a result of the pending Fed rate rise. See omnystudio.com/listener for privacy information.
Is 'Everything is Awesome' US Ready for Rate Rise? 03.09.2015 9:26
Mikio Kumada, Global Strategist at LGT Capital Partners in Hong Kong, offers his views on the U.S. Labor Department's coming monthly jobs report and what it may mean for the Federal Reserve's interest rate outlook, his sense of the true health of the US economy, while offering some views on China and other Emerging Markets. See omnystudio.com/listener for privacy information.
Investing in Troubled Times 03.09.2015 5:38
Tan Teng Boo, the fund manager of iCapital.biz, shares his advice on how investors can ride out the volatile global stock markets. See omnystudio.com/listener for privacy information.
How Reliable is Chart Watching? 02.09.2015 10:04
Ben Le Brun, Market Analyst of Option Xpress, Sydney provides context to some of the biggest questions in today's world of finance. Would chart watching reveal everything you need to know about the equity market? Could the healthcare and biotech industry be a potential way to prop up the declining regional and global economy? Where will oil prices track for the near term? See omnystudio.com/listen...
Cash Up, 'Cos Volatility Lies Ahead 02.09.2015 7:12
Chen Fan Fai, Chief Investment Officer of Eastspring Investments, comments on PMI (manufacturing) weakness across emerging and developed economies, its impact on Malaysia, as well as his views on the Fed rate hike and whether China will engineer another leg down via a Yuan devaluation. See omnystudio.com/listener for privacy information.
Note to Investors: Stay Cautious 01.09.2015 8:24
Chris Weston, Chief Market Strategist of Melbourne, Australia-based IG, discusses disappointing China manufacturing data and whether another major Yuan devaluation by the PBOC is just around the corner, whether the China 'economic plague' is spreading with South Korean exports collapsing and Japanese capex growth slowing, and his latest sense of the Fed's rate hike, given ongoing market conditions...
Demand Weans For Asia. Is There A Way Out? 01.09.2015 5:08
Demand in the Asian markets are slumping the economy. From falling Asian currencies, to cooling of GDP forecasts. Do we see this as a temporary halt to the growth of Asia, or is there something more serious than meets the eye? See omnystudio.com/listener for privacy information.
Will We See A September Rate Hike? 31.08.2015 8:47
Joe Quinlan, Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York, weighs the likelihood of the Federal Reserve raising interest rates in September. He also discusses the reasons behind oil's biggest three-day gain in 25 years. See omnystudio.com/listener for privacy information.
Could BNM Reserves Fall To RM80b? 28.08.2015 7:06
Suhaimi Ilias, Chief Economist at Maybank Investment Bank gives his take on the current state of Malaysia's economy. See omnystudio.com/listener for privacy information.
Oil Surged 10% After Venezuela OPEC Talks 27.08.2015 6:46
Tim Mulholland, Managing Director of China-America Capital Company talks about the rally seen in the major global indices and the sustainability of oil prices. See omnystudio.com/listener for privacy information.
Yuan Devalued, Has ASEAN Corrected Its Markets? 27.08.2015 5:33
Edward Lee, the Head of ASEAN Macro Research discusses about the growth in the trade industry and the outlook of ASEAN market in the next few weeks. See omnystudio.com/listener for privacy information.
Trigger-Happy PBOC Still Has Lots of Ammo 26.08.2015 9:07
Ben LeBrun, Market Analyst at Options Express in Sydney considers whether China's rate cut and reserve requirement reduction could be the shot in the arm the economy needs. See omnystudio.com/listener for privacy information.
The Impact of Receding Commodities on ASEAN 25.08.2015 4:44
Today's installment of the domestic market watch talks about the prospect of Singapore being a safe haven within the ASEAN region given tumultuous financial times and the possible negative effects of the strengthening Singapore dollar. See omnystudio.com/listener for privacy information.
China, EM Rout Seen Transient as 'Shopping Lists' Prepared 24.08.2015 7:41
Joe Quinlan, Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York, says the ongoing China- and Emerging Market rout is temporary, while telling clients to 'prepare shopping lists'. Still, he thinks the Fed will now hold off raising rates in 2015. See omnystudio.com/listener for privacy information.
Rising Change of No US Interest Rate Hike 23.08.2015 8:53
The US markets plunged more than 3% on Friday reflecting rising investor fears of global economic troubles. This may complicate the Fed's interest rate decision. See omnystudio.com/listener for privacy information.
No To Yuan, Says IMF 20.08.2015 11:14
Mikio Kumada, Global Strategist of LGT Capital Partners in Hong Kong provides analyses on Japan current economic condition and the impact of falling oil prices to the globe. See omnystudio.com/listener for privacy information.
Jokowi Reshuffles His Deck 20.08.2015 6:20
Bharat Joshi takes a closer look at Indonesia's new ministerial cabinet and if the new line-up could instigate regulation changes in the republic. See omnystudio.com/listener for privacy information.
Fed Rate Hike Coming Despite Emerging Market Turmoil 19.08.2015 9:29
Ben LeBrun, market analyst at Options Express in Melbourne, Australia, reckons the current turmoil in emerging-nation share and currency markets are but a mere correction, and that the Fed will proceed with raising rates once in September and one more time in December. See omnystudio.com/listener for privacy information.
The Appeal of REITs in Volatile Times 19.08.2015 5:24
The lower volatility REITs will be attractive in this market environment but how will they fare if interest rates rise? Regional REITS also offer diversification away from a ringgit focus. See omnystudio.com/listener for privacy information.
In China's Stocks Rout, Contagion Concerns 18.08.2015 10:33
Chris Weston discusses about the risk of contagion following share market routs in emerging markets, behaviour of the Aussie dollar and what he thinks the RBA will do. See omnystudio.com/listener for privacy information.
The Oil Price Paradox 16.08.2015 9:22
For the week ahead, Dodge Dorland, Chief Investment Officer at Landor & Fuest Capital Managers in New York expects more volatility from the Chinese Yuan. He also discusses the paradox of oil prices against global supply and demand. See omnystudio.com/listener for privacy information.
Analysts Largely Neutral on Media Prima 14.08.2015 4:54
Media Prima gets a new Chairman amidst the political shifts in the country. We look at some of the analyst outlook for the stock See omnystudio.com/listener for privacy information.
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.