BFM Media

Market Watch

News EN ↓ 6079 episodes

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.

Author

BFM Media

Category

News

Podcast website

www.bfm.my

Latest episode

Jul 9, 2026

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Episodes

The Sun Rises in KK 19.03.2015

Suria Capital is banking on Kota Kinabalu's potential by striking a deal with Gabungan AQRS. See omnystudio.com/listener for privacy information.

Yellen Resetting Emergency Rates 18.03.2015

The Fed has spoken and this marks the end of the sugar rush QE era in the US. The current ultra-low interest rates are also at odds with a recovering US. See omnystudio.com/listener for privacy information.

Macquarie Paves Its Way 18.03.2015

Barnaby shares how the group had to reset and balance its expectations from the market, since the listing of its warrants where there is still room for more investor coaching and understanding of the product & risks involved. See omnystudio.com/listener for privacy information.

The Fed Decides How Patient It Will Be 17.03.2015

All eyes will be on the Fed Meeting this week and the possible interest rate hike which is the first in almost a decade. Chris also shares his thoughts of the Asian Infrastructure Investment Bank and opportunities in the oil sector. See omnystudio.com/listener for privacy information.

Opportunities in Weak Oil and Slowing Property 17.03.2015

Roshan Francis Padamadan, Fund Manager, Luminance Global Fund, talks about opportunities among oil & gas service providers and a slowing Singapore property market. See omnystudio.com/listener for privacy information.

All Eyes on Fed Policy Direction 16.03.2015

Kingsley Jones, Founder and Chief Investment Officer of Jevons Global, discusses the dollar's gains, timetable for a rate raise by the Fed, oil prices and the Euro, which is moving towards parity with the USD. See omnystudio.com/listener for privacy information.

KLCI Short Term Outlook Update 16.03.2015

Market sentiment remains bearish as the ringgit slid to a six-year low. But it's not all bad news as local exporters like rubber glove manufacturers make the best of the situation. See omnystudio.com/listener for privacy information.

Fed Might Lose "Patience" 15.03.2015

The Fed may indicate that it is no longer patient and we could expect further pressure for interest rates to go up. See omnystudio.com/listener for privacy information.

What Now for Malaysian Bond Investors? 13.03.2015

A focus into longer term bonds may help in increase overall yields. There may also be a case to diversify into foreign bonds. See omnystudio.com/listener for privacy information.

US Banks Pass Stress Test 12.03.2015

Banks in the US passed stress tests conducted by the Fed but just barely. The requirement to beef up capital to withstand crises is expected to constraint lending growth but dividends and buyback continue their uptrend. See omnystudio.com/listener for privacy information.

Bank Negara Holds it Steady 12.03.2015

Basyar Salleh, investment manager, equity, Amundi Islamic Malaysia talks about Bank Negara's decision to keep rates unchanged, although the majority of the world seems to be jumping on the rate-cutting bandwagon. See omnystudio.com/listener for privacy information.

Will Parity bring Problems? 11.03.2015

Ben LeBrun, market analyst with Options Express in Sydney talks about the likelihood of the US dollar and the Euro reaching parity, when it might happen and what are the implications. He also talks about Super Mario's confidence that the ECB QE's risks will be contained and whether the strong Aussie dollar will hinder efforts to bring Australia's economy out of neutral. See omnystudio.com/listener...

Masteel Warrants Gain Steam 11.03.2015

Today on Warrants Wednesday we take a look at Malaysia Steel Works (KL) Bhd's own warrants. There has been renewed interest in the stock following the news that Masteel and KUB is expecting to submit an update for a RM1.23 billion rail transit system in Iskandar. See omnystudio.com/listener for privacy information.

More China Easing Seen as Deflation Lingers 10.03.2015

Bertram Lai, Head of Research, CIMB Securities, Hong Kong, discusses China deflation concerns, its government's fiscal and monetary response (in extent and timing) and sectors to buy. See omnystudio.com/listener for privacy information.

China Leans on the Numbers 09.03.2015

Joe Quinlan, managing director and chief market strategist for US Trust-Bank of America Private Wealth Management talks about the spate of economic numbers coming out of China this week and makes sense of it what it means for the country's growth. He also talks about Japan limping its way out of recession, what he is hoping the EU's QE will do and catalysts for the US market. See omnystudio.com/li...

Making Sense of 4Q Earnings 09.03.2015

Helen Tan, head of equities for Pacific Mutual Fund gives her report card on the recent 4Q earnings for the Malaysian corporate sector. She also talks the winner and losers of the weakening ringgit and potential catalysts that will perk up the market. See omnystudio.com/listener for privacy information.

ECB Begins Trillion Dollar QE 08.03.2015

The European Central Bank will join the league of money printers by starting their version of quantitative easing today. They would buy bonds to the equivalent of $65b a month. The QE experiment that started in the US would provide some clue as to whether this would generate growth and create jobs. See omnystudio.com/listener for privacy information.

Tragic and Tough 2014 for the Airlines 06.03.2015

Brendan Sobie, chief analyst of Southeast Asia talks about the year that was 2014 for SEA airlines, following the triple tragedy that befell both Malaysia Airlines and AirAsia. He also talks about Khazanah's plans to revamp MAS and whether it was too little to late and what expectations sit on the shoulders of its new CEO. See omnystudio.com/listener for privacy information.

Draghi Fuels Europe Confidence 05.03.2015

While the US waits for the jobs report, Europe cheers Mario Draghi's, President of the ECB, commencement of QE. China says nothing new about slower growth in the National People's Congress. See omnystudio.com/listener for privacy information.

All Central Banks Moves Not Equal 05.03.2015

Wellian Wiranto, economist with OCBC Bank, talks about whether the good numbers that Malaysia saw for its 4QGDP can be considered the harbinger for the rest of the year or are there more roadblocks ahead. He also talks about how central banks globally are on the "easing" bandwagon, but also how the impact will not prove the same in all countries. See omnystudio.com/listener for privacy information...

From Cookware to Solar 04.03.2015

Today on Warrants Wednesday we talk about Ni Hsin Bhd's warrants, which were listed at the end of February. We take a look at the profile of warrants and the prospects for the company following its plans to diversify into the solar business. See omnystudio.com/listener for privacy information.

RBA in a Tough Spot 03.03.2015

The Reserve Bank of Australia has refrained from lowering interest rates suggesting challenges in managing the hot property market but also having to balance that out with slow growth. As far as interest rates go, there is also division in the House of Yellen. But even with almost zero interest rates globally, a lot less liquidity than Chinese policy would like is reaching the Shanghai Connect pro...

Bursa vs SGX Update 03.03.2015

The slew of staff cuts from banks around the region is a reflection of big fund outflows and banking deals. This is bound to have some bearing on the stock exchanges. See omnystudio.com/listener for privacy information.

Dire Shipping View from Global Magnate 02.03.2015

Joe Quinlan, Managing Director and Chief Market Strategist of US Trust-Bank of America, discusses Maersk Line CEO Søren Skou's comments on global trade growth, Chinese rate cuts and record highs on the Dow and S&P. See omnystudio.com/listener for privacy information.

Banking on Better Times 02.03.2015

Howie Lee, investment analyst for Phillip Futures talks about the recent banking earnings for the financial institutions in Singapore and Malaysia, and the performance of their respective bellwethers. He also talks about what the catalysts will be for the banks going forward and whether it is better to go big or mid-cap. See omnystudio.com/listener for privacy information.

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