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
Construction Giants Tower Over Market 23.07.2015 3:51
Helen Tan of Pacific Mutual Fund gives us an update & share her thoughts of the construction sector which is expected to benefit from the 11th Malaysia Plan, why funding is essential and possible inflation risks. See omnystudio.com/listener for privacy information.
Gold Price at Slippery Slope 22.07.2015 9:58
Talks about the future of the gold, the market reactions toward low gold price and the effect of low gold price on mining companies. See omnystudio.com/listener for privacy information.
All Eyes on Toshiba, Apple and Janet 21.07.2015 11:47
We talk about the Toshiba financial debacle, the Chinese government's interventionist policies, Apple's earnings and Fed rate policy. See omnystudio.com/listener for privacy information.
Technical Analysis For Gold 21.07.2015 3:31
We discuss the recent gold rout where prices sunk to a 5-year low and further opporunities. See omnystudio.com/listener for privacy information.
Tech and Banks Valuation in the US 20.07.2015 7:22
Google's strong results coincides with it's own and Nasdaq's all time high. What happened to all the bubble talk? Banks have also done quite nicely since the days of systemic risks See omnystudio.com/listener for privacy information.
Emerging Markets Economics 20.07.2015 5:27
Philippines, Indonesia, India, and China. What do they have in common? See omnystudio.com/listener for privacy information.
Buybacks and M&As Push US Markets to Greater Heights 19.07.2015 9:45
Does the prevalence of share buybacks and M&A reflect the lack of innovation in listed corporations? Also, China's gold reserves jump 60% over the last 6 years. See omnystudio.com/listener for privacy information.
US Interest Rates to Rise 15.07.2015 6:47
US domestic consumer spending drops, and banks' profits are depressed. Will the rise of the interest rates in US boost this? See omnystudio.com/listener for privacy information.
Glove Makers: How Long Will Strong Dollar Boost Last? 15.07.2015 3:58
Tan Kee Hoong, analyst at AllianceDBS Research, examines the rubber glove industry: how much glove makers have benefited from the strong dollar and if those gains are sustainable. See omnystudio.com/listener for privacy information.
Mobile phone shrinks, so is healthcare 14.07.2015 6:08
Samsung profits dwindle, and Microsoft exits the business altogether. What's next for the mobile world? Also, healthcare takes a backseat in government spending. Is this fair? See omnystudio.com/listener for privacy information.
Impact of China Market Turbulence on Asean 14.07.2015 3:44
The Shanghai stock market has lost over US$3 trillion in value over the last month. EPF's chief has also expressed that China is a bigger concern than Greece. See omnystudio.com/listener for privacy information.
Greece: A Draconian Deal? 13.07.2015 6:56
Greece and the Eurozone has finally struck a deal! Joe Quinlan, Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York shares his thoughts on the deal. He also weighs in on expectations for Chinese GDP data for Q2 and the start of US earnings season. See omnystudio.com/listener for privacy information.
China Jitters on Stock Market Dip 12.07.2015 8:30
For this week, we look at China and its stock market dipping, as well as how the US dollar would impact the trade movement for the country. See omnystudio.com/listener for privacy information.
Malaysia: A Stock Pickers' Market 10.07.2015 3:45
It's not quite time to buy yet but if you did want to, we look into a few sectors which might look attractive. See omnystudio.com/listener for privacy information.
The Underlying Issues Behind China's Stock Rout 09.07.2015 7:33
Mikio Kumada, Global Strategist at LGT Capital Partners in Hong Kong weighs in on the Chinese government's slew of measures to stem the stock market rout there. It seemed to work yesterday, as Chinese shares made their biggest daily gain in six years. But key questions remain: Will it work in the long run? And does it address the fundamental problems that drove up stock prices in the first place?...
Not Enough Time For Indonesia AirAsia 09.07.2015 6:14
Indonesia’s Transport Ministry has given Indonesia AirAsia till July 31st to make sure it is in a positive equity position. Can they do it, with less than 3 weeks to go? And what will happen if they don’t make the deadline? See omnystudio.com/listener for privacy information.
How To Invest In Russia and Cuba 07.07.2015 8:42
Kim Iskyan, emerging markets strategist at Stansberry -- a research firm that looks for investment opportunities in out-of-favour markets -- makes the case of investing in the contrarian markets of Russia and Cuba. See omnystudio.com/listener for privacy information.
Is The Worst Over For The Ringgit? 07.07.2015 5:22
The ringgit has now breached the RM3.80 level against the dollar, making it Asia’s worst-performing currency this year. Daniel Ang, Investment Analyst at Phillip Futures, discusses the importance of the 'psychological level' and the factors that could affect the performance of the ringgit in the near term. See omnystudio.com/listener for privacy information.
China and Japan Knock on Greece's Door 06.07.2015 6:54
Joe Quinlan talks about how the dollar is rising against the Greek referendum and how this will affect China and Japan. See omnystudio.com/listener for privacy information.
No! to the Greek Creditors. What's the Impact? 05.07.2015 7:29
On the heels of the Greek referendum, over 60% of Greeks voted "no" to the terms given by the nation's creditors. What does this mean to Greece, and to Europe. Will we see a knock-on effect on the Euro as a currency? See omnystudio.com/listener for privacy information.
Fitch rating in Malaysia, Rupiah vs Dollar in Indonesia 03.07.2015 5:04
Fitch rated Malaysia favorably, so what is the outlook it has on the region. In Indonesia, Bank Indonesia restricted the dollar use domestically, will it stop capital outflow, will it increase operating costs, and more. See omnystudio.com/listener for privacy information.
Greek Polls to Close to Call 02.07.2015 6:24
Tim Mulholland is hedging for a 'no' vote but thinks Greeks may want to say 'yes'. US unemployment being back at pre-crisis levels confirms recovery despite falling participation rates. China still offers some buy opportunity despite recent crash. See omnystudio.com/listener for privacy information.
Tsipras' Mixed Messages 01.07.2015 8:54
Ben LeBrun, Market Analyst at Options Xpress in Sydney tries to decode Greek PM Alexis Tsipras' mixed messages on the debt talks and referendum. He also shares his investment resolutions, as he moves into a new financial year. See omnystudio.com/listener for privacy information.
Scraping Bottom of Barrel Despite Fitch's Affirmation 01.07.2015 5:01
Gan Eng Peng, Head of Equity, Strategies and Advisory, Affin Hwang Asset Management believes that valuations across ASEAN look expensive and is highly weighted on cash right now. See omnystudio.com/listener for privacy information.
Of Currencies and Investments 30.06.2015 6:51
Greece defaulted, what are the steps to conclude this saga? Private firms invests more than public firms in tech companies. And why is the Yen seen as a safe haven currency? See omnystudio.com/listener for privacy information.
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