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.

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BFM Media

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News

Podcast website

www.bfm.my

Latest episode

Jul 9, 2026

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Episodes

Indonesia Adjusts Rate Overagression 27.02.2015

Bank Indonesia Governor Agus Martowardojo and his board lowered the reference rate to 7.5 percent from 7.75 percent. Not one of 20 economists surveyed by Bloomberg News had predicted a change. See omnystudio.com/listener for privacy information.

Reading Between Yellen's Lines 26.02.2015

Mikio Kumada, global strategist and executive director for LGT Capital Partners talks about the market's reaction a few days after Janet Yellen's comments. He also talks about the health of the US economy and where oil will factor. See omnystudio.com/listener for privacy information.

Singapore Balances its Priorities 26.02.2015

Audrey Goh, investment strategist with Standard Chartered Bank talks about the impact from the recently announced budget for Singapore on both the public and the investment community. See omnystudio.com/listener for privacy information.

After Currency Rout, Asian Central Banks Consider Devaluation 25.02.2015

Deflation is a problem that refuses to go away, so Asian economies are considering debasing currencies to spur growth. See omnystudio.com/listener for privacy information.

Looking at Lonbisco's Possible Sweet Prospects 25.02.2015

Today on Warrants Wednesday we take a look at the warrants for London Biscuits, which were recently listed at the end of Jan 30 but already command an almost 60% premium. We look at London Biscuits latest earnings and future prospects. See omnystudio.com/listener for privacy information.

Continued Flexibility for US Interest Rates 24.02.2015

Low inflation and a pallid job market are some of the things that keep Janet Yellen, Fed Chairperson, awake at night. The strong house price jump in Dec doesn't tell the whole story. Meanwhile Greece has become too-big-to-fail which will push the players to strike a compromise at the expiry of the 4-month deadline. See omnystudio.com/listener for privacy information.

An Early Look at Property Earnings 24.02.2015

Quah He Wei, analyst with AllianceDBS Research talks about the earnings from the property sector that have been released thus far. He also talks about whether the mid-sized players are the way to go, whether there is still upside for the big boys and whether consolidation is on the cards for property companies. See omnystudio.com/listener for privacy information.

Europe's False Starts 23.02.2015

Joe Quinlan, managing director and chief market strategist for US Trust-Bank of America Private Wealth Management talks about the situation in Europe and whether it is truly improvement, or simply another false starts. He also talks about what he expects Janet Yellen to say in front of the US Senate and whether the Nasdaq is seeing a bubble. See omnystudio.com/listener for privacy information.

Movements in Eduspec 18.02.2015

We look at the warrants for ACE-listed Eduspec Holdings Bhd, given that that the mother share has been gaining momentum as of late. We take a quick look at the specifications of the warrant, the trading trends and a snapshot of the mother share's earnings. See omnystudio.com/listener for privacy information.

Australia on a Precipice? 17.02.2015

Chris Weston, chief market strategist for IG in Melbourne gives his view on the JP Morgan report that Australia's economy is suffering from slow reforms, and whether it will be a dire year down under. He also talks about the ongoing EU-Greece talks, whether Japan Inc is really changing and possible changing sentiments at the Fed. See omnystudio.com/listener for privacy information.

Getting over the Shock at Tenaga 17.02.2015

Chris Eng, executive vice president, head, research investment management division for Etiqa Insurance and Takaful gives his view on the developments at Tenaga Nasional Bhd, which saw a sharp drop in market cap following news of a downward tariff revision. He also talks about latest corporate earnings and what sectors surprised. See omnystudio.com/listener for privacy information.

Japan Comes Out of Recession 16.02.2015

After a technical recession which is defined as two quarters of negative growth, Japan emerges with a 2.2% growth in the fourth quarter of 2014. However caution is thrown to the wind as growth and inflation are still not very decisive. No good news for Greece as both them and the euro side failed to conclude talks to restructure loans. Apple's rumoured foray into cars will shake the auto sector th...

Malaysia Strong Numbers Not Sustainable 16.02.2015

Malaysia's 2014 GDP growth of 6% is the strongest since 2010. This was driven largely by the growth in money supply and may not be sustainable. See omnystudio.com/listener for privacy information.

HSBC Impact on Banking Sector 15.02.2015

US banks remain relatively cheap but this is probably to slap on a "scandal discount". We also look into the possibility of separating the wheat from the chaff in the banking sector. See omnystudio.com/listener for privacy information.

Indonesia Banks Not Spared From Commodity Woes 13.02.2015

We've heard about CIMB's cost reorganisation in Malaysia and the region. CIMB Niaga and other foreign-owned banks have their own set of challenges. Jokowi has distanced himself from Proton's Indonesian deal which won't make a dent in the local market anyway. See omnystudio.com/listener for privacy information.

Reading Between the EU Lines 12.02.2015

Mikio Kumada, global strategist & executive director for LGT Capital Partners talks about the ongoing discussions in the EU between beleaguered Greece and the rest of is brethren. He reads between the lines and offers what he thinks could be the best and worst case scenario. He also comments on the mindset of the Bank of Japan and whether investor faith in the US economy is bulletproof. See om...

Will ASEAN be impacted by a Grexit? 12.02.2015

Howie Lee, investment analyst with Phillip Futures talks about the ongoing worries in Europe and how it would impact the ASEAN markets. He also talks about how an estimated weaker real GDP would factor into Malaysian market sentiment as well as his outlook for both Indonesia and Singapore. See omnystudio.com/listener for privacy information.

Commodities Rock Mongolia 11.02.2015

Push and pull factors continue to dominate oil price forecasts including the latest one from other Middle-Eastern OPEC members joining Saudi Arabia in selling below benchmark prices. Mongolia's IMF ask after GDP falls from over 17% to 7% may have send shivers to China and Australia. After India beat China for fourth quarter the GDP number, investors are beginning to talk of an investment face-off...

MyEG: Possible GST Beneficiary 11.02.2015

Today on Warrants Wednesday we are taking a look at the warrants of MyEG, which analysts have said will benefit from the implementation of GST. We take a look at four warrants that are currently being traded, along with the recent controversies surrounding MyEG. See omnystudio.com/listener for privacy information.

The Evolving China Story 10.02.2015

Dr Michael A Yoshikami, founder and chief executive officer for Destination Wealth Management in San Francisco talks about China's inflation reaching a 5-year low and whether this will mean more QE from the Chinese government. We also talk about whether the EU is strong enough to stand a Grexit, as well as a report card on US corporate earnings. See omnystudio.com/listener for privacy information.

"Don't Listen to Those Foreigners..." 10.02.2015

Oil has bounced back. The ringgit is not about to implode. The foreign rating agencies weren't fair to us. So is all hunky-dory? See omnystudio.com/listener for privacy information.

Malaysian Market Working Out The Shakes 09.02.2015

Benny Lee, chief market strategist for Jupiter Securities talks about the recent budget re-balance by the Malaysian government and its impact on market sentiment. He also comments on the oil price bounce as well as what to expect from 4Q corporate earnings. See omnystudio.com/listener for privacy information.

Taking Comfort in US Jobs 08.02.2015

Dodge O Dorland, chairman and chief investment officer for Landor & Fuest Capital Managers talks about the latest strong job numbers and whether the Fed will bite. In addition, we talk about the developments in the retail space as well as the continued tussle in Europe. See omnystudio.com/listener for privacy information.

The Big Fat Greek Question 05.02.2015

After backing down from the hardline debt writeoff stance, Greece is asking for delaying payments and rescheduling. The Euro technocrats may have other ideas. The sharp rise in the Swiss franc also reflects the European problem but a side issue is whether this will make Swiss multinationals go on an acquisition binge. The Chinese yuan isn't spared from attacks as it hits multiyear lows but ironica...

ECB Tightens The Screws on Greece 04.02.2015

Ben LeBrun, market analyst with Options Express talks about all the tensions coming out of the EU as the standoff between Greece and the troika continue. He also talks about whether oil is bottoming, on the Australian central bank jumping on the rate-cutting bandwagon and whether there will be a political change down under. See omnystudio.com/listener for privacy information.

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