Market Watch

The weak ringgit, foreign outflow and weak KL stock market may present opportunities. See omnystudio.com/listener for privacy information.

A short term rally in rubber stocks may be driven by the emergence of the Middle East respiratory syndrom (MERS).   See omnystudio.com/listener for privacy information.

Has GST paved a  disappointing  path for the rest of the year? H ow does Malaysia's valuations look against China's and Japan's? See omnystudio.com/listener for privacy information.

The Shanghai Composite has picked itself up following last week's one-day 6.5 percent plunge. China's weak fundamentals has cast a ton of doubt on this rally, as value creation continues to decline and productivity growth lags. Lai Voon San shares his strategy in China. See omnystudio.com/listener for privacy information.

The government has announced plans to raise the country’s biodiesel blend mandate from 7% to 15% by 2020. The Morning Run crew dissects what this means for palm oil demand and its prices.  See omnystudio.com/listener for privacy information.

Shan Saeed, the Chief Economist & Investment Strategist for IQI Group Holdings gives his overall analysis on the Malaysian economy, given the numbers for the first quarter, the 11th Malaysia Plan, and taking into account the post-GST sentiment. He also explains how confidence and fear are the two non-economic variables currently driving economies globally.  See omnystudio.com/listener for...

Do bond traders know something the Fed doesn't because bond futures suggest lower interest rates than the latter? See omnystudio.com/listener for privacy information.

China stocks are now at a 7-year high, but the growth  accompanying this buoyant market seems to be absent. Quinlan shares is the rally can continue and if this is sustainable.   See omnystudio.com/listener for privacy information.

Benny Lee, Chief Market Strategist at Jupiter Securities, shares his expectations for the week ahead and his assessment of the quarterly earnings so far. See omnystudio.com/listener for privacy information.

Is the US economy really on the mend as Fed Chief Janet Yellen suggests by the likelihood of an interest rate rise later this year? See omnystudio.com/listener for privacy information.

All eyes are on the construction sector as a major beneficiary of the 11th Malaysia Plan, which saw a 13% increase in RM260 billion development expenditure allocation. Chong Tjen-San, analyst at Alliance DBS talks about his stock picks for the construction sector.  See omnystudio.com/listener for privacy information.

The high US government debt continues to support a preference for inflation, liquidity and benign interest rates. See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst at Options Express in Sydney discusses the latest Federal Reserve meeting minutes, which show growing doubts about the strength of the US recovery.  See omnystudio.com/listener for privacy information.

Recent poor data and talk that the Fed's first rate rise may now occur in 2016, research from Bank of America Merrill Lynch's May Fund Manager Survey suggests that global investors would cut their exposure to U.S. equities this month. Kingsley Jones gives his read of current sentiment and his investment strategy. See omnystudio.com/listener for privacy information.

Daniel Ang, Investment Analyst at Phillip Futures, gives us his projections for the Consumer Price Index for April, which is set to be released later today. He looks at the impact of the GST on the April CPI numbers, and the recent pickup in global crude oil prices. See omnystudio.com/listener for privacy information.

1Q GDP growth for Malaysia at 5.6% was above expectations due to the pre-GST buying. The absence of this in the next few quarters would be offset to a certain extent by construction projects. See omnystudio.com/listener for privacy information.

Dodge O. Dorland, the Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, helps put last week's macroeconomic data into perspective, while pointing out 5 things to watch out for in the week ahead.  See omnystudio.com/listener for privacy information.

We look into to the good and bad of President Jokowi's plans to cut Indonesia's tax rates from 25% currently to below 18%.   See omnystudio.com/listener for privacy information.

Mikio Kumada, Global Strategist & Executive Director at LGT Capital Partners in Hong Kong discusses the recent volatility in the bond, equities and currency markets, and why investors should seek for more than one 'safe haven'. See omnystudio.com/listener for privacy information.

Bond yields are reflecting rising interest rate expectations. Will this affect Asian currencies and markets? Plus, a look into Australia's budget. See omnystudio.com/listener for privacy information.

The 11th Malaysian Plan which will be announced on May 21st will be the last plan before Vision 2020. As usual, it will be filled with construction projects. See omnystudio.com/listener for privacy information.

The latest job numbers coming out of the US were good but still not enough to suggest firm interest rate rises. See omnystudio.com/listener for privacy information.

The Morning Run crew zoom in on the Malaysian banking sector, on the back of reports that MBSB is eyeing Kuwait Finance House's Malaysian operations.  See omnystudio.com/listener for privacy information.

Janet Yellen's statement about overvalued stocks may be an indirect comment about interest rates.  A Tory majority in the UK elections as suggested by exit poles may trigger a referendum on the EU.  Plus, should we hold our breathe for a unified Indian trading zone. See omnystudio.com/listener for privacy information.

Wellian Wiranto, economist at OCBC Bank talks about possible policy response to Indonesia’s Q1 GDP and which sectors interested investors should be looking at to tap into Indonesia's potential.  See omnystudio.com/listener for privacy information.