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
RBA Gives Animal Sprits a Nudge 06.05.2015 8:02
The Reserve Bank of Australia has brought interest rates to a historic low. Will this have its intended effects? See omnystudio.com/listener for privacy information.
Mulling New Strategies for MAS 06.05.2015 5:47
New CEO Christoph Muller wants to sell planes and reduce destinations to make Malaysia Airlines profitable again. Will this work and what is its impact on AirAsia? See omnystudio.com/listener for privacy information.
Affordable Housing to Support Weaker Volumes 05.05.2015 5:41
We look into recommendations in the Malaysian property sector after the recent weakness in transaction volumes. See omnystudio.com/listener for privacy information.
Transient Oil Recovery, Weak Chinese, US Data 04.05.2015 6:35
Joe Quinlan, Managing Director and Chief Market Strategist US Trust-Bank of America Private Wealth Management in New York, discusses recovering oil prices, weakening Chinese factory activity, recent MoM drops in US factory orders, upcoming US payrolls data and UK Elections See omnystudio.com/listener for privacy information.
Ringgit: From Region's Worst to Best 30.04.2015 3:54
Howie Lee, Investment Analyst, Phillip Futures discusses the US Federal Reserve meeting overnight and his outlook for the Ringgit. See omnystudio.com/listener for privacy information.
Slow, but Is It Steady? 29.04.2015 7:58
Ben LeBrun, Market Analyst, Options Express in Sydney, discusses slower US Q1 GDP, impact on rate tightening schedule, dedlines in the surging dollar, data outlook and the impact on oil prices due to Saudi Arabia's King Salman bin Abdulaziz appointing a new heir. See omnystudio.com/listener for privacy information.
Tapping into Out-of-Favour Markets 28.04.2015 9:10
Kim Iskyan is an analyst with Stansberry Research. He discusses two frontier markets: Iran and Mongolia. Find out how to tap into these out-of-favour global markets, that could offer the potential for big returns, while navigating the risks. See omnystudio.com/listener for privacy information.
We Like Tech Giants 27.04.2015 6:00
Joe Quinlan, the Managing Director and Chief Market Strategist of US Trust-Bank of America Private Wealth Management in New York runs through the report card for quarterly earnings, and takes a closer look at companies' top-line growth. He also tell us why he likes tech giants on the Nasdaq. See omnystudio.com/listener for privacy information.
Philippine Peso Is Top Pick 27.04.2015 3:45
Dr. Santitarn Sathirathai, the Head of Southeast Asia and India Economics Research at Credit Suisse discusses his outlook on markets around ASEAN. He also talks about Malaysia post-GST and what we can learn from the experiences of other countries. See omnystudio.com/listener for privacy information.
Smaller Cap May Offer Opportunity After Record US Closings 26.04.2015 9:17
The US reporting season for Q1 is a mixed bag. The US market is rising to record highs as fund flows are falling sharply. There might be some opportunities in small caps. See omnystudio.com/listener for privacy information.
A Better 2H for Indonesia 24.04.2015 6:09
1Q results trickling in for Indonesia are somewhat weak. There usually is a pick-up in the 2H during and after the Lebaran holidays. Other Asean countries also offer some opportunity. See omnystudio.com/listener for privacy information.
Nasdaq: 15 Years After the Dot-Com Bust 23.04.2015 7:13
Tim Mulholland, the Managing Partner of China-America Capital Company in Chicago discusses the major earnings announcements overnight: Google, Microsoft, Amazon, Starbucks and General Motors. He also examines the Nasdaq's record high close -- the same levels as it was at the height of the dot com bubble. 15 years later, the Nasdaq is a different index today. See omnystudio.com/listener...
The Property Policy Play 23.04.2015 4:22
Where would Bank Negara go with rates and where would properties go with that? See omnystudio.com/listener for privacy information.
Dizzying Highs of Asian Markets 22.04.2015 8:07
Japan’s Nikkei yesterday closed above 20,000 points for the first time in 15 years, while Hong Kong’s Hang Seng broke past the psychologically-important 28,000 level. Ben LeBrun, market analyst at Options Express in Sydney however warns the dizzying highs of Asian equites could be fraught with danger. See omnystudio.com/listener for privacy information.
Kenanga's Picks for Q2 22.04.2015 3:26
Chan Ken Yew of Kenanga Research discusses his outlook for the second quarter and projections for the Ringgit and crude oil prices. He also shares some emerging trends he's spotted and how it affects his investment strategy. See omnystudio.com/listener for privacy information.
Putting Capital to Work in China and Emerging Asia 21.04.2015 7:43
Dr. Michael A. Yoshikami, Founder and Chief Executive Officer of Destination Wealth Management in San Francisco, discusses China's share surge, US Q2 corporate earnings, the reasons why energy stocks are trading so much higher than they appear to deserve, and whether Bill Gross and Doug Kass were are right in saying that German debt is a huge opportunity for short sellers. See omnystudio.com...
Too Hot to Handle, Too Cold to Hold 21.04.2015 4:48
Roshan Francis Padamadan, Fund Manager, Singapore-based Luminance Global Fund, discusses the very frothy Hong Kong and China stock markets. See omnystudio.com/listener for privacy information.
China's Version of QE 20.04.2015 7:16
US$200b will be freed up in the Chinese banking system from the cut in the reserve requirement. Many policy options are still available. See omnystudio.com/listener for privacy information.
Catalysts Spur The Malaysian Construction Sector 20.04.2015 4:47
The 11th Malaysia Plan could help boost the construction sector through new and revived projects, with major construction players like Gamuda, IJM, WCT, MMC and Sunway expected to benefit. The 11MP could also provide for more infrastructure projects in Sarawak, which could be positive for Sarawak construction players with strong track records like Cahya Mata Sarawak. See omnystudio.com/listener fo...
Volatile Week Expected: Watch For Market Reaction 20.04.2015 7:03
Dodge O. Dorland, the Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, US, gives us his expectations for the week ahead. It is shaping up to be a busy week in the US, with earnings and macroeconomic data dominating the news, while the world will also be keeping a close watch on the debt crisis in Greece. See omnystudio.com/listener for privacy information.
China's Stimulus vs Europe's QE 16.04.2015 7:02
Mikio Kumada from LGT Capital Partners, Hong Kong, discusses the paradox between China's decelerating economy and the explosive rallies seen on the Shanghai, Shenzen and Hong Kong stock markets. He also looks as the difference between China's fiscal policy stimulus versus the European Central Bank's quantitative easing programme. See omnystudio.com/listener for privacy information.
When China Catches a Flu... 15.04.2015 8:16
China's growth is officially slowing down as reported by its first quarter GDP growth of 7%. This is caused by the global slowdown and this will be the reason for further global slowdown. See omnystudio.com/listener for privacy information.
Never Mind the Data, C.Bank Liquidity Rules 15.04.2015 9:10
Chris Weston, Chief Market Strategist, IG in Melbourne, discusses: US Economic Data > Views on moderate retail sales data and the latest Producer Price Index (PPI) readings > Views on the USDEUR cross rates US Q1 Earnings Season > Impressions so far: JPMorgan, Wells Fargo, J&J -- in terms of the US recovery > Challenges of a strong USD > Outlook for more share buybacks, dividend...
Ringgit to Remain Volatile in Short-Term 15.04.2015 4:28
Suhaimi Ilias gives his projections for Malaysia's GDP growth this year, factoring in the impact of the implementation of GST. He also shares his outlook for the Ringgit, which lost 2.7 percent in March, making it the worst performer in Asia. See omnystudio.com/listener for privacy information.
Bright Spot in Consumer Sector Despite High Debt 14.04.2015 5:47
We look at what to buy and sell in the Asean consumer space. See omnystudio.com/listener for privacy information.
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