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
Frothy China, Strong Dollar 13.04.2015 7:58
Kingsley Jones, Founder and Chief Investment Officer of Jevons Global, discusses his trading strategy with the rally in Chinese stocks as it heads into possible bubble territory, weak trade figures, expectations for GDP data which is due this week, and why investors should take a closer look at Brazil. See omnystudio.com/listener for privacy information.
Uptrend Seen in KLCI 13.04.2015 3:47
Recent trading activities show underlying strength in the FBMKLCI. See omnystudio.com/listener for privacy information.
US IPOs Off to A Slow Start 12.04.2015 6:14
Dodge O. Dorland discusses the sluggish IPO market, especially in the US and what he thinks will resurrect its growth. See omnystudio.com/listener for privacy information.
Property Play 10.04.2015 7:05
Melisa Idris and Julian Ng discuss the property sector and zoom in on some interesting property stocks. See omnystudio.com/listener for privacy information.
Does the Hong Kong Rally Have Legs? 09.04.2015 5:11
Tim Mulholland discusses the buying frenzy in the Hong Kong stock market, which extended gains into a sixth day yesterday. He also looks at the rise in US jobless claims in the last week and if the weak jobs growth in March was likely a fluke. See omnystudio.com/listener for privacy information.
SIBOR and Other Interest Rate Plays 09.04.2015 4:54
Singapore interest rates have shot up sharply since the start of this year. We look into sectors affected, whether positively or negatively. See omnystudio.com/listener for privacy information.
No Rush To Cut Rates 08.04.2015 7:50
Earlier this week, the Reserve Bank of Australia opted to keep rates at 2.25 percent -- bucking expectations of many who were expecting the RBA to ease rates another quarter of a percentage point, as it did in February. Meanwhile over in the US, Federal Reserve minutes show that officials were divided on whether they might raise interest rates in June, due to recent weak economic data. Ben LeBrun,...
A Window of USD Weakness 07.04.2015 5:48
The US dollar weakened over the last few days due to the poor job numbers. This may be a window to buy the US market for those who are not too concerned about its high levels. See omnystudio.com/listener for privacy information.
Telcos: Should You Pick Up That Call? 06.04.2015 4:35
Investors' interest in telcos have been piqued following reports that they stand to get at least an extra 3% in prepaid revenue post-GST from the price increase of prepaid coupons. So are telcos now a good pick? Melisa Idris and Julian Ng explore. See omnystudio.com/listener for privacy information.
Poor Job Numbers Complicate Yellen's Move 05.04.2015 7:07
The US added 125,000 jobs in March, which was way below economists expectations of 245,000. The strong US dollar coupled with the kind of competitive devaluations happening around the world had a role in this. The fragility of the recovery is expected to complicate Janet Yellen's interest rate decision. See omnystudio.com/listener for privacy information.
Airlines Still Smiling Despite Slow Demand 03.04.2015 4:35
Recent aviation accidents and GST are weighing on demand for air travel, but airlines are still smiling as the decline in fuel prices allows for considerable cost savings. See omnystudio.com/listener for privacy information.
China Focuses on Good Growth 02.04.2015 6:57
There are high expectations for China to stimulate its economy. But the eventual policy may be something that is different from what analysts want. See omnystudio.com/listener for privacy information.
Consumer Sector: GST and Beyond 02.04.2015 3:47
We look into the effects of GST on consumer companies' earnings as well as longer term trends in the sector See omnystudio.com/listener for privacy information.
Australia's Best Quarter in Years 01.04.2015 7:16
Ben Le Brun talks winners and losers of Q1 in Australia. Also find out his game plan for Q2. See omnystudio.com/listener for privacy information.
Playing China Smart and the Euro's Approaching Dollar Parity 31.03.2015 5:55
Kingsley Jones, Founder and Chief Investment Officer of Jevons Global, discusses the end of the first quarter and the $44 billion in fund outflows from U.S. equity funds, the Euro's near-parity with the USD, whether the rally is sustainable, China as among the best-performing (if not the best) markets this year, and whether it is a little frothy right now, and offers a view on the Fed's timetable...
Lacklustre Data Amidst Strong Equity Markets 30.03.2015 7:38
Joe Quinlan Managing Director and Chief Market Strategist US Trust-Bank of America Private Wealth Management in New York, discusses February consumer purchases data, employment supporting spending, the lack of wage growth and the puzzling dichotomy between 'pro' investors view on stocks versus retailers. Of Japan, quinlan discusses inflation flat and household spending down vis-a-vis its three arr...
While Fed Preps, Japan Inflation Hits Zero 29.03.2015 8:24
Is there any ammunition left after the "bazooka" reflation attempt by Abenomics? We also look into some quirks of supposed beneficiaries of low oil prices. See omnystudio.com/listener for privacy information.
Indonesia's Infra Initiatives 27.03.2015 5:50
The cement sector is most well-placed to benefit from Indonesia's infrastructural rollout in the absence of any major contractors. The consumer sector may also be a good exposure into the Indonesia story. See omnystudio.com/listener for privacy information.
Too Much Cash in Japan 26.03.2015 6:04
The Japanese government is toying with the idea of taxing cash. Companies' creativity in how they use their cash will be interesting for markets. See omnystudio.com/listener for privacy information.
Mixed Signals on Interest Rates 25.03.2015 8:32
Markets go up, markets go down. So do views on interest rate direction. See omnystudio.com/listener for privacy information.
China is the Flavour 25.03.2015 4:57
Barnaby Matthews, head of derivatives SEA for the Macquarie Securities Group talks about the its latest round of warrants, leveraged on the Chinese market. He talks about what was behind the decision to go with the China market and whether that will be the trend going forward. See omnystudio.com/listener for privacy information.
Impact of China's Financial Liberalisation on Asean 24.03.2015 3:28
Being one of Asean's largest trading partners, China's liberalisation moves will have effects on Asean's currencies and liquidity. See omnystudio.com/listener for privacy information.
Fed Fear of Higher Rates and Market Bubbles 23.03.2015 6:45
Joe Quinlan, Managing Director and Chief Market Strategist, US Trust-Bank of America Private Wealth Management in New York, discusses Fed Chair Janet Yellen's hesitance to raise rates, outlook on the dollar, Fed concern over dollar's rise, bubble in fixed income markets, perceived bubble in stocks, oil heading lower and impact to emerging markets. See omnystudio.com/listener for privacy informatio...
Malaysia 2015 Growth Outlook Examined 23.03.2015 3:06
Wellian Wiranto, Economist, OCBC Bank, discusses Malaysia's 2015 growth outlook as determined by private consumption, business investment and exports. He also discusses Malaysia Interest Rates, Bank Negara rate movement outlook and fiscal and household debt. See omnystudio.com/listener for privacy information.
Oil Set for Mid-May Spill 22.03.2015 10:37
Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses oil prices amidst reports that at the current rate of record oil production, US oil storage facilities will be exhausted by May, and dumping is set to occur. He also discusses the US Dollar and the prime factors driving its direction in the coming months. He also chats about China'...
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