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
Capital Controls Prevent Sharp RMB Slide 13.08.2015 7:11
Beijing has quashed talk of a 10% devaluation in the RMB and is able to back that by putting its money where its mouth is. US analysts continue to fear a recession but is that fair? Meanwhile, contrarian recommendation by JP Morgan calling a buy into the property sector despite higher interest rates possibilities. See omnystudio.com/listener for privacy information.
FBMKLCI: Cheap But Not Rock Bottom 13.08.2015 6:24
The Malaysian market has, along with other emerging market, fallen to a price-to-book valuation of about 1.6x. While this is reasonable, it is not a screaming buy. See omnystudio.com/listener for privacy information.
No Alarm Over the AUD Slide 12.08.2015 8:17
China has certainly thrown a curveball in global finance by devaluing the yuan. But Australia is not as alarmed as other emerging markets about their weak currencies. See omnystudio.com/listener for privacy information.
Yuan Purposely Brought Down By China's Central Bank 12.08.2015 7:22
- How will China's Yuan devaluation affect our Ringgit? - How will it affect regional currencies? - What does this mean to China's exports and imports? - Will we see a greater China from this? See omnystudio.com/listener for privacy information.
Yellen Seen Hiking Rates Despite Yuan Devaluation Shocker 11.08.2015 9:09
Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, talks about the Yuan devaluation, its impact on emerging market currencies and how it might affect the Federal Reserve's expected rate rise in September. See omnystudio.com/listener for privacy information.
China's Sputtering Health and America's Recovery 10.08.2015 8:07
Joe Quinlan from the US Trust-Bank of America Private Wealth Management in New York talks about Berkshire Hathaway’s biggest-ever deal -- buying the aerospace equipment maker Precision Cast-parts, and what that says about the health of the US economy. He also talks about beleaguered US media and tech stocks, the impact of disruptive technologies and the state of the Chinese retail market. Se...
Environmental, Social, Governance (ESG) Fund Launched. How Will This Work For Malaysia? 10.08.2015 5:20
- ESG is a new fund for Malaysians to work with in the Asset Management world - What are the ESG fund challenges and obstacles? - How is this different from conventional Asset Management funds in the market? - Are returns in ESG fund higher, or lower than conventional funds? - Would there be a target market or sector that this fund can tap into? See omnystudio.com/listener for privacy information.
CEO Salaries Exposed, LIBOR Analyst Jailed, and Athens Stock Exchange Plunged! 09.08.2015 8:23
- The US Securities & Exchange Commission approves rule to disclose salary of workers to improve transparency against salary of CEOs. Will this bring the top 1% in check? - Athens Stock Exchange plunged on opening day. How far must capital controls be in place to ensure balance between stemming capital outflows with maintaining a vibrant local equities market? - In the LIBOR scandal, an analys...
Indonesia's Growth Story In Doubt 06.08.2015 6:44
Indonesia’s economy continued to slow in the second quarter with an annual growth rate of 4.67% -- the lowest level seen since 2009. Wellian Wiranto, Economist at OCBC Bank discusses what this means for investors of the Indonesian market. See omnystudio.com/listener for privacy information.
Oil, Aussie Seen Sliding Further; "Courage" Needed to Buy China Shares 05.08.2015 9:16
IG's Chris Weston talks about the RBA's decision to halt the Aussie dollar's slide, the Chinese government's meddling in its share market and a view on oil prices. See omnystudio.com/listener for privacy information.
Is This a 1998 Moment? 05.08.2015 6:07
The ringgit is heading south but Malaysia is no where near Asian Financial Crisis proportions. There might, however, be longer term repercussions for market valuations from reduced accountability. See omnystudio.com/listener for privacy information.
The Search For Yield and Safety 04.08.2015 3:29
Howie Lee, Investment Analyst at Phillip Futures looks at safe havens, in a market plagued by fear and risk-off sentiment. See omnystudio.com/listener for privacy information.
Unemployment in Europe, Inflation in US 03.08.2015 7:45
- Inflation rate is low, will this delay the US interest rate hike expected in Sept? - 19 million Europeans are out of jobs, what is the outlook like - Crude Oil is under USD 50 per barrel. Will commodities track this trend too? See omnystudio.com/listener for privacy information.
Poor Wage Growth Adds to Interest Rate Complications 02.08.2015 8:15
The US reported a record poor wage growth and this comes after the Fed left room for interest rate rises in September. See omnystudio.com/listener for privacy information.
Subdued Growth Around Asean 31.07.2015 5:30
The Bank of Thailand is unlikely to raise interest rates given the poor GDP showing. Singapore isn't out of the woods either. We look at prospects of Asean markets in general. See omnystudio.com/listener for privacy information.
Decoding US Q2 GDP Data 30.07.2015 6:20
Tim Mulholland, the Managing Partner of China-America Capital Company in Chicago reads between the lines of the Federal Open Market Committee's statement, for clues on the timing of the first rate hike. He also shares his thoughts on the US' second quarter GDP numbers. See omnystudio.com/listener for privacy information.
Subdued Growth Around Asean 30.07.2015 5:30
The Bank of Thailand is unlikely to raise interest rates given the poor GDP showing. Singapore isn't out of the woods either. We look at prospects of Asean markets in general. See omnystudio.com/listener for privacy information.
FOMC Leaves Room Open for Interest Rate Hikes 29.07.2015 8:29
Ben Le Brun from Sydney talks about the need for the markets to brace themselves for an impending interest rates increase. This will strengthen the greenback against major currencies. What does this mean to Emerging Markets currencies? Will this slow trade? How will China react? This and more in today's Market Watch See omnystudio.com/listener for privacy information.
Ringgit Betters the OZ Dollar and Yen. 29.07.2015 5:14
Against global currencies, the Ringgit is worse off against most currencies but fares better against the Japanese Yen and the Australian Dollar. What does this mean you us and how do we navigate from here? See omnystudio.com/listener for privacy information.
FOMC Poised for a Maiden Post-QE Rate Rise 28.07.2015 6:13
Analysts are expecting an interest rate rise as the FOMC concludes its two-day meeting tonight. The Chinese stock market and commodities crash might complicate that decision. See omnystudio.com/listener for privacy information.
So Much Sukuk Yield? 28.07.2015 5:47
With the ringgit sliding further against the dollar, the sukuk is yielding higher than conventional bonds. How will this affect investors' portfolios and also how does this play in the greater context of the market. Also, we take a quick look at Indonesia's mega Islamic bank creation. See omnystudio.com/listener for privacy information.
China Market Rout 27.07.2015 5:50
Joe Quinlan talks about the slump in China market, and to what extent should the Chinese government interfere and how US's interest rate hike can influence the China market. See omnystudio.com/listener for privacy information.
Bearish Head & Shoulders Formation for FBMKLCI 27.07.2015 6:16
The technical readings for Malaysia are not quite positive yet with the formation of the head & shoulders. Retail participation also appears to be unsustainable. Some buy opportunity may be found in the rubber glove sector which benefits from slumping commodity prices. See omnystudio.com/listener for privacy information.
Commodities hitting the FTSE 26.07.2015 7:46
Commodity prices continue to slide, taking along the FTSE with it. Where does it stop and how do we react to this? See omnystudio.com/listener for privacy information.
ASEAN Summit and Markets 24.07.2015 7:01
Malaysia will host the ASEAN summit in August, on the discussion table are labour movement, Trans Pacific Partnership, and regional currencies. How will the markets react to this changes? See omnystudio.com/listener for privacy information.
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