Market Watch

Hong Kong’s equity markets are booming in 2025, up more than 18% on a year to date basis. In fact, it's the best performing in Asia. What explains this strong Hang Seng rally and renewed investor confidence? Peter Lewis, Director, Peter Lewis Consulting Limited shares his thoughts. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With tariff uncertainty and mixed data, what is the investment strategy to adopt? Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors gives us her perspective whilst weighing in on when the the Fed will pull the trigger to cut rates. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

On a year to date basis, the Bursa Construction Index is down -3% but can we expect a turnaround in the sector? Adam Mohamed Rahim, Equity Research Analyst, RHB Investment Bank tells us what are the catalysts for the sector and his top buy ideas. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

From surprise earnings in the discount retail sector to changing forecasts for the U.S. dollar, Tony Nash, CEO of Complete Intelligence unpacks what these developments reveal about inflation and consumer sentiment. He also delves into the latest PMI data and how investors are recalibrating in a volatile yet opportunity-filled environment. Image Credit: Shutterstock.com See omnystudio.com/listener...

The local FBM KLCI has shed nearly 9% since the start of the year. But was this decline reflected in the earnings of Malaysian corporates? We wrap up and unpack the first-quarter earnings season with Imran Yusof, Head of Research at MIDF. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Singapore Straits Times Index remains relatively buoyant compared to other indices in the region amidst global economic uncertainty. Can the positive momentum be sustained? We discuss trends in Singapore equities with Geoff Howie of SGX. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The FBMKLCI has pulled back from its May highs, and global trade tensions are heating up. Peter Lim, Chief Research Officer at Trident Analytics, however remains cautiously optimistic, as he assesses the impact of renewed US steel tariffs on Malaysian exporters, and explore which sectors are proving resilient amidst global headwinds. Image Credit: Shutterstock.com See omnystudio.com/listener for p...

US President Donald Trump has announced a series of tariffs on steel and aluminum. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management for how disruptive this will be to the economy. We also ask him if the US debt ceiling will be an issue and what impact it has on the bond market. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Tim Mulholland, President of TJM Limited, Chicago, breaks down the ripple effects of recent court rulings on Donald Trump’s trade tariffs. We assess US jobless claims, shifting macro policies, the US dollar rebound, and ASEAN’s equity-currency divergence in offering key strategies for navigating 2025’s uncertain global markets. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy...

What do the movements in US and Japanese bond markets signal about investor sentiment and the outlook of the global economy? We get insights on this and more with Vishnu Varathan of Mizuho Bank. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

David Dietze, Chief Investment Strategist at Dietze Wealth Management shares his insight on the rising US durable goods orders which could signal solid business investment, although consumer confidence is slipping. Why had markets rallied after Trump delayed EU tariffs and could the Tech and Infrastructure stocks remain strong? Further discussion on the weaker US dollar riding on Fed rate-cut talk...

Joe Quinlan, Chief Market Strategist from the US Trust-BOA Private Wealth Management shares his insights on the Trump Administration delaying the 50% tariffs on Europe to July, battered sectors like luxury goods and autos could offer bargain opportunities if sentiment turns. Meanwhile, the US dollar’s rebound has fizzled, boosting emerging markets. A stronger yuan and improving policy clarity...

The Fed’s playing it safe as trade talks stay murky and inflation risks linger. With the dollar sliding, investors are eyeing Asia. Rising yields are hitting tech valuations, and talk of reshoring production is bumping up against reality—Apple and others face steep costs to shift from China. Brian Arcese, Portfolio Manager & Equity Analyst from Foord Asset Management shares his insights and ou...

The US Congress has passed a sweeping, multi-trillion dollar tax break package, what Donald Trump calls his "one big beautiful bill", that will add an unprecedented USD5.2 trillion to the US national debt. Shane Oliver, Chief Economist at AMP Capital, breaks down the market reactions thus far including why Moody's had downgraded the US. Image Credit: Shutterstock.com See omnystudio.com/listener fo...

President Trump recently met with House Republicans to advocate for the passage of the "One Big Beautiful Bill Act," coinciding with the U.S. Dollar Index slipping below the key 100 level. Tony Nash, CEO of Complete Intelligence, weighs in on what’s driving the decline and how investors should adjust their equity strategies in response to a weaker greenback. Image Credit: Shutterstock.com See omny...

There have been signs of renewed interest in the Chinese property bond market as the CRIC China Property USD Bond Index rose about 9% this year. Does this point to a light at the end of the tunnel for China's beleaguered real estate sector? Carlos Casanova weighs in on this and other economic trends.  Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US President Donald Trump's "big, beautiful’ tax bill has passed the House Committee hurdle, retailers like Walmart and Mattel confirm they will be passing on costs to consumers and Moody's has downgraded the US government's credit rating. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management unpacks what these all mean. Image Credit: Shutterstock.com See omnystudio.com/li...

Moody's became the last of three ratings agencies to downgrade US sovereign credit due to concerns over the growing national debt. How might this affect the appetite for US equities? We discuss the outlook with Tim Waterer of KCM Trade. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Song Seng Wun, Economic Advisor, CGS International Securities reflects on the US PPI data as well as the retail sales data and how this impacts the outlook of the US economy and inflation. We ask him about the Fed Chair Jerome Powell's monetary strategy in light of this data and the US dollar trending during the 90-day pause between US and China. Image Credit: Shutterstock.com See omnystudio.com/l...

Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank expresses cautious optimism as we express market exuberance over the US-China agreement to lower tariffs for 90 days. Does he share the same level of optimism on the current trade war ceasefire between China and US? Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Global markets rallied after China and the US substantially reduced tariffs for a 90-day period. Is ‘Buy America’ making a comeback or are other global equity markets looking more attractive at the moment? Kelvin Wong of OANDA weighs in. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Donald Trump administration plans to rescind some restrictions on AI chip exports, sending waves of excitement through the market. But is it too soon to cash in on the AI trend, given the reversal isn’t final and investors have faced turbulence this year? For answers, we speak with Royce Tan, Senior Analyst at MIDF Research. Image Credit: Shutterstock.com See omnystudio.com/listener for privac...

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management reflects on US Markets rejoicing over the outcome of US-China talks in Switzerland, which has seen a roll-back of the triple digit tariffs for 90 days as we ask him if the worst of the trade war is truly behind us Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Last month, the Bank of Thailand cut its key interest rates to 1.75% and slashed its GDP growth forecast this year to a range of 1.3 - 2%. How do tariffs impact the trajectory for Thailand’s economy in the coming months? Poon Panichpibool, Markets Strategist, Krung Thai Bank weighs in. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Joseph Sroka, Chief Investment Officer, NovaPoint Capital unpacks how markets have performed amid new trade deals and frameworks announced as US employment data suggests US markets remain robust amid questions on when the Fed will cut rates Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.