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

Astro Goes Shopping 04.02.2015

On Warrants Wednesday we take a look at Astro's call warrant on the back of the news that the company is expecting RM500 million in revenue from its new shopping service. See omnystudio.com/listener for privacy information.

Making Sense of Australian Central Bank Policy 03.02.2015

Kingsley Jones, founder and chief investment officer for Jevons Global talks about the Australian Central Bank's decision to cut rates, inline with global banks. He also weighs in on oil prices and China's moves on its banking system. See omnystudio.com/listener for privacy information.

Looking for Upside 30.01.2015

Chan Ken Yew, senior vice president and head of Kenanga Research talks about where he sees the Malaysian market going for 2015. He also talks about Kenanga's expectations for the upcoming earnings season an whether there is any upside in the offing. See omnystudio.com/listener for privacy information.

Yellen's Patience Tested 29.01.2015

Janet Yellen said the Fed will "be patient" before raising interest rates. Inflation numbers are not quite where the Fed wants them to be and the dreaded D-word is back. Bond traders have already been signalling an interest rate rise delay for a while. Meanwhile, Europe confidence rises despite Greece. See omnystudio.com/listener for privacy information.

Steering Through Uncertain Oceans 29.01.2015

Audrey Goh, investment strategist with Standard Chartered Bank talks about the Malaysian market outlook amid the regional uncertainty. She always weighs in on the MAS easing, what sectors to look out for and avoid, both domestically and regionally. See omnystudio.com/listener for privacy information.

Market Brief 28.01.2015

The Morning Run team give you a snapshot over what happened overnight in the US markets. See omnystudio.com/listener for privacy information.

Are All Warrants Created Equal? 28.01.2015

Today on Warrants Wednesday, we welcome a special guest to talk about whether all the FBMKLCI call warrants are trading equally, as well as a brief look at the put warrants. See omnystudio.com/listener for privacy information.

Chinese Yuan Not Spared From USD March 27.01.2015

A strong USD and weak CNY may work out well for respectively the US and China. Over in Europe, the money from the recently announced QE may have no where to go except into stocks and businesses. This may tie in nicely to the anti-austerity sentiment championed by Greece. See omnystudio.com/listener for privacy information.

The Euro and Southeast Asia 27.01.2015

Howie Lee, investment analyst with Phillip Futures talks about how the recent change of government in Greece will have an impact in SEA. He talks about whether the ringgit, which is currently RM4 to the EU1, will eventually reach RM3, as well as what other currencies may be impacted. See omnystudio.com/listener for privacy information.

Grexit Comes to the Fore Again 26.01.2015

Greece's new Prime Minister Alexis Tsipras pledge to renegotiate over EUR200b of debt will put Greece in a collision course with the EU. The exit of Greece from and indeed the breakup of the European Union will be a big negative event for not only Europe but the world. See omnystudio.com/listener for privacy information.

Host of Structural Problems for Malaysia 26.01.2015

The dependence on oil revenue, high participation in foreign funding as well as threat of fund outflows are giving Malaysian policymakers a lot of headache. See omnystudio.com/listener for privacy information.

Averting a Greek Tragedy 25.01.2015

Dodge O Dorland, chairman and chief investment officer for Landor & Fuest Capital Managers talks about the impact from the Greek elections and what to look out for going forward. He also comments about US earnings, specifically for retail, economic numbers and Saudi Arabia's new leader. See omnystudio.com/listener for privacy information.

Singapore's War Against Property 23.01.2015

The unexpected SIBOR spike at the start of the year will hit the Singapore property sector but listed property stocks according to Tan Teng Boo is a play on China property anyway. Meanwhile Malaysia's property sector could be in bubble territory and investing in REITs may be the answer. See omnystudio.com/listener for privacy information.

Europe Fires Its QE 22.01.2015

Europe launches a EUR1.1 trillion bond buying programme but it may not be completely smooth sailing. China continues to support its banking system with liquidity while Li Keqiang tells the world to calm down about China's growth. See omnystudio.com/listener for privacy information.

Asia's Mid-size Companies Confident Outlook 22.01.2015

The Morning Run team takes a look at the latest Standard Chartered report on how Asia's mid-sized companies view the future amid and uncertain global economy. See omnystudio.com/listener for privacy information.

A Breather for Australian Miners? 21.01.2015

Ben LeBrun, market analyst for Options Express talks about how the oil crash may benefit the smaller Australian miners, and what it means for the big boys who have already cut their capital expenditure and whether the theme will persist. He also weighs in on President Obama's State of the Union and whether it will have any impact, upcoming economic numbers and the stick issue of inflation. See omn...

Sanichi's New Foray 21.01.2015

We take a look at Sanichi Tech Bhd's own-warrant on the news that the company is planning to reap RM40 million in pre-tax gain following its foray into property. See omnystudio.com/listener for privacy information.

All The Fuss About China's "Slow" Growth 20.01.2015

China's 2014 GDP growth hit more than a 2-decade low of 7.4%. Meanwhile Europe will think about a much awaited QE. We weigh the options for both. We also find out what's going with US bond yields which have fallen to new lows which is at odds with expectations of rising interest rates. See omnystudio.com/listener for privacy information.

Opportunities in Oil & Gas 20.01.2015

Oil & gas stocks have fallen sharply but have bounced back from the bottom. Earnings will be poor over the next few quarters but reasonable valuations suggest opportunities. See omnystudio.com/listener for privacy information.

Whipsawing the Economy 19.01.2015

Joe Quinlan, managing director and chief market strategist for the US Trust-Bank of America Private Wealth Management talks about the upcoming ECB meeting this Thursday and whether it is a case of too little, too late. He also gives his take on the SNB's move and what it says about the currency, US earnings and the recent volatility in the Chinese market. See omnystudio.com/listener for privacy in...

Double-Edged Sword in KLCI 19.01.2015

Sharply lower oil prices and weak ringgit may be positive for some stocks. See omnystudio.com/listener for privacy information.

Obama Targets Banks and The Rich 18.01.2015

US banks which had a very bad tough quarter due to lack of trading gains is now going to be part of Obama's tax plans. See omnystudio.com/listener for privacy information.

Post-Failed Merger Reactions 16.01.2015

The Morning Crew team does a roundup of analyst reports on CIMB and RHB following the news that the merger between the two banks along with MBSB has been called off. See omnystudio.com/listener for privacy information.

Swiss Surprise 15.01.2015

Mikio Kumada, global strategist and executive director for LGT Capital partners gives his take on the move by the Swiss National Bank to remove its policy of capping the Swiss franc on the Euro and what it might mean for markets. He also talks about the trading volume in China, and where the US, Japan and India sits on his portfolio. See omnystudio.com/listener for privacy information.

Thailand: Underperforming Asean in 2015 15.01.2015

The Bank of Thailand downgraded GDP growth for 2014 and 2015. Credit Suisse's numbers are actually below that of BoT's. The economic challenges had started surfacing before the political problems. See omnystudio.com/listener for privacy information.

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