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
Greece: Economic vs Sentimental for Malaysia 30.06.2015 5:00
The impact to the Malaysian economy from a Greek fallout is limited but market sentiment would be affected. Back home, Chris Eng thinks that a Fitch downgrade may not be as bad as thought. See omnystudio.com/listener for privacy information.
Greek Tragedy, China Roller Coaster 29.06.2015 7:11
Joe Quinlan shares his perspectives on a Greece-induced market decline and China's tumble. See omnystudio.com/listener for privacy information.
A Roller-Coaster 1H15 29.06.2015 4:40
Benny Lee, Chief Market Strategist at Jupiter Securities gets you ready for the trading week ahead. And find out his stock picks as we move into the second half of 2015. See omnystudio.com/listener for privacy information.
Greece's Weekend of Turmoil 28.06.2015 8:20
Dodge O. Dorland, the chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York dissects the developments in the Greece debt crisis -- from the bank closures and capital controls, to the July 5th referendum called by Prime Minister Alexis Tsipras. See omnystudio.com/listener for privacy information.
Indonesia Opens Up Property Market to Foreigners 26.06.2015 4:54
This is expected to have a limited impact on the property market. The more important thing now is how to address the weak growth without hurting the rupiah further. See omnystudio.com/listener for privacy information.
China’s Bubble The New ‘Nasdaq’ 25.06.2015 7:52
Tim Mulholland, the Managing Partner of China-America Capital Company in Chicago weighs in on whether the massive sell-off in China stocks last week was an expected correction, or if the 'bubble' there is bursting. See omnystudio.com/listener for privacy information.
Interest In Puncak Peaks 25.06.2015 3:09
The federal and Selangor governments are expected to sign a supplementary agreement soon, putting an end to the eight-year Selangor water impasse. The Morning Run crew take a closer look at Puncak Niaga shares, which rallied on the back of the news. See omnystudio.com/listener for privacy information.
Poor Aussie Results Season 24.06.2015 8:29
A lot of downgrades from the current reporting season but some stocks are giving very attractive dividend yields. See omnystudio.com/listener for privacy information.
Japan, The Market of Choice 23.06.2015 9:18
Chris Weston, Chief Market Strategist at IG in Melbourne is watching the Greece debt talks with cautious optimism, while keeping a wary eye on Chinese stocks. Also, find out why Japan is Chris' favourite market at the moment. See omnystudio.com/listener for privacy information.
Iran's Impact on Oil Prices 23.06.2015 4:50
Daniel Ang, Investment Analyst at Phillip Futures talks oil prices, and why he's matching Iran as a potential market disruptor. See omnystudio.com/listener for privacy information.
Last Minute Proposals to Prevent Grexit 22.06.2015 8:50
The billion-a-day euro leak from the Greek banking system probably spurred Alexis Tsipras to submit a more conciliatory reform proposal to the EU. There might also have been a miscalculation of Anglela Merkel's statement to keep the EU intact at all costs. Separately, the Fed's move to raise interest rates gradually sparked a short term rally in gold prices. See omnystudio.com/listener for privacy...
Tracking the MERS Impact on Markets 22.06.2015 6:11
Thailand would be one of the most exposed markets to MERS fears given the high level of tourism there. Roshan also recommends investing in cash over equities in the short term. See omnystudio.com/listener for privacy information.
Greece's Last Bluff 22.06.2015 6:51
Ahead of the deadline, the Greek Prime Minister has at the last minute presented Greece's counter-proposal for a deal to German Chancellor Angela Merkel, French President Francois Hollande and EU Commission President Jean-Claude Juncker. Dodge Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, examines the viability of the proposal, and shares why he thinks thes...
Grexit Top of Mind as Yellen Weighs Rate Rise 19.06.2015 7:24
Tim Mulholland comments on the Greek debt deadline, FOMC discussions relating to interest rates and China's stocks rally. See omnystudio.com/listener for privacy information.
China's Policy Arsenal 18.06.2015 7:48
US interest rate rises have probably been factored in for the China market. Plus, the fact is that China has a range of policy options to avoid a crisis. See omnystudio.com/listener for privacy information.
Foreign Selling Driven by General Macro Risks 17.06.2015 5:07
We look into whether there are opportunities after the recent selldown in the local and Asean markets. See omnystudio.com/listener for privacy information.
The Fed Pressured By Greece 16.06.2015 6:16
Michael A. Yoshikami, the founder and CEO of Destination Wealth Management in San Francisco talks about the FOMC meeting this week, and the impact of the Greece talks impasse on the fixed income market. See omnystudio.com/listener for privacy information.
Unsteady Currents in the Sector 16.06.2015 4:57
The overall earnings downgrade cycle in the oil & gas sector is far from over, as further cuts to capex are only expected to stabilise towards year end. Arhnue shares how investors can navigate volatility in the sector. See omnystudio.com/listener for privacy information.
Is it Time for Frontier Markets Yet? 15.06.2015 6:12
After the opening up of the Saudi market to foreign investors, Joe Quinlan might not be jumping in there yet or for that matter into frontier markets as a whole as risks have to be considered. Despite talk that things are looking up, It may also not be a good idea to invest into Europe with the currency unhedged yet. With a lot of work to be done in India, the China tech sector may be a place to b...
Greece Debt Deal: Deus ex machina? 14.06.2015 8:57
Dodge Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York shares his expectations of the FOMC meeting in the US this week. He also talks about Chinese stocks rising above $10 trillion for the first time, and if markets are waiting for a dues ex machina to resolve the impasse in the Greece talks. See omnystudio.com/listener for privacy information.
Reaching 11MP Targets 12.06.2015 5:39
Suhaimi Ilias, the chief economist at Maybank Investment Bank discusses the challenges in achieving the targets of the 11th Malaysian Plan. See omnystudio.com/listener for privacy information.
The China-EM Performance Gap 11.06.2015 7:48
While China has a big weighting within emerging markets indices, the latter hasn't performed well. We ask whether countries like Russia, Brazil and Korea can catalyse emerging markets like how China has shot up sharply over the last year. See omnystudio.com/listener for privacy information.
Thematic Plays on a Strong Dollar 11.06.2015 3:15
As investors' attention remains focused on export-oriented companies riding on the strong US dollar, analysts have advised taking a closer look at the companies’ earnings drivers, such as cost efficiency and demand for their products. See omnystudio.com/listener for privacy information.
Waiting on Chinese Stimulus 10.06.2015 8:26
Ben LeBrun, market analyst at Options Express in Sydney discusses concerns of deflation in China following persistent weakness in inflation numbers. He also weighs in on expectations of further stimulus from Beijing, and how Australia could benefit. See omnystudio.com/listener for privacy information.
Is Malaysia Exposed To A Sell-Off? 10.06.2015 4:22
Wellian Wiranto, economist at OCBC Bank discusses Malaysia's vulnerability to a sell-off once the Federal Reserve raises rates. See omnystudio.com/listener for privacy information.
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