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

A Rocky 2015 Start 14.01.2015

Ben LeBrun, market analyst for Options Express gives his take on the World Bank's downgrading of its global economic outlook. He also talks about the only bright spot that is the US economy, and when there will be a trickle affect on the rest of the world. He also talks about the upcoming ECB meeting and what is in store for the Australian economy. See omnystudio.com/listener for privacy informati...

Index-linked Warrants in the Spotlight 14.01.2015

This week on Warrants Wednesday we are taking a quick look at the warrants for FBM KLCI, against the negative backdrop of economic news over the past week See omnystudio.com/listener for privacy information.

China's Boat Being Floated 13.01.2015

China recorded strong export numbers for Dec at almost 10%, outpacing the annual rate of about 6%. It remains to be seen whether this is the result of strong recovery in the US. See omnystudio.com/listener for privacy information.

ASEAN Winners and Losers 13.01.2015

Bharat Joshi, head of investments for Indonesia for Aberdeen Asset Management talks about who are the winners and losers of the oil race in ASEAN, and the outlook for the current year. He talks about the challenges they face and whether the fundamentals remain in place. See omnystudio.com/listener for privacy information.

The Impact of $40 Oil 12.01.2015

Goldman Sachs' forecast of a $40 oil price is not to far from current levels. Also, will Kaisa's bond default send jitters to the rest of China's markets? See omnystudio.com/listener for privacy information.

Crude Oil's Impact on CPO 12.01.2015

We look into some detail as to how the turmoil in crude oil prices affect CPO pricing. See omnystudio.com/listener for privacy information.

Spotlight on Tech: Microsoft, Xiaomi and Samsung 11.01.2015

With the just concluded Consumer Electronics Show in Las Vegas, we look into some developments in the Tech sector. See omnystudio.com/listener for privacy information.

Alignment of the Stars for Indonesia 09.01.2015

The fall in oil prices after the removal of fuel subsidies bodes well for Indonesia. This will provide the much needed funds for its social assistance programmes and engineer a smaller budget deficit. See omnystudio.com/listener for privacy information.

Optimism Still to be Found 08.01.2015

Hanifah Hashim, executive director/Head Malaysia Fixed Income and Sukuk for Franklin Templeton Investments gives her view on how the concern over the impact of oil prices on Malaysia is overdone, as well as her outlook for fixed income for 2015. See omnystudio.com/listener for privacy information.

Sunway's Prospects for 2015 07.01.2015

Today we take a look at the warrant for Sunway Bhd, and take a look at the prospects for the company in 2015 as its construction arm goes for listing as well as for the construction sector as a whole. See omnystudio.com/listener for privacy information.

The EM vs DM Valuation Argument 06.01.2015

Given that the US markets have fallen sharply over the last few days on euro and oil price worries, it is timely to look at the relative attractiveness of developed and emerging markets. See omnystudio.com/listener for privacy information.

Brokers Hoping for an Air Asia Takeoff 06.01.2015

After speaking to Mohshin Aziz, airlines analyst at Maybank Investment Bank recently in the aftermath of the QZ8501 crash, we look further into what other brokers, namely CIMB, AllianceDBS and MIDF, are calling on Air Asia. Yields and load factors will feature prominently as ticket prices and costs are slashed by lower fuel prices. See omnystudio.com/listener for privacy information.

Worries at the Doorstep of the Eurozone 05.01.2015

Joe Quinlan, managing director and chief market strategist for US Trust-Bank of America Private Wealth Management talks about the issues in the Eurozone and whether it would be able to withstand the possible exit of Greece. He also talks about the impact of oil and weak currency on the region as well as what's in store for the US market. See omnystudio.com/listener for privacy information.

Sizing Up 2015 05.01.2015

Benny Lee, chief market strategist with Jupiter Securities tells us what the charts are saying for 2015. He talks about whether it will be a tough first half of the year as well as what are the potential headwinds that lay ahead. See omnystudio.com/listener for privacy information.

A Cautious 2015 For SEA 02.01.2015

Howie Lee, investment analyst with Phillip Futures talks about what to expect from the region in 2015. He gives his views on what are the challenges that lay ahead, and what sectors he is keeping an eye on. See omnystudio.com/listener for privacy information.

Ringing In 2015 01.01.2015

Tim Mulholland, managing partner for China-America Capital Company gives his view on what to look out for 2015, and whether the US market will continue to shine. We talk specifically about the tech sector and whether it will shine, the ever shape-shifting landscape of the Eurozone, as well the China picture. See omnystudio.com/listener for privacy information.

A Look At Tanjung Offshore's Warrants 31.12.2014

Capping off a notable year for oil and gas, we take a look at the warrant for Tanjung Offshore following the news that the RTO with Bourbon has been called off due to the drop the share price. We also touch on Tan Sri Clement Hii selling off his SEGi warrants. See omnystudio.com/listener for privacy information.

Europe on the Fringes for 2015 30.12.2014

Dr Michael A Yoshikami, founder and chief executive officer for Destination Wealth Management talks about whether Europe is on his radar for 2015 given the recent Greek rumblings. He also talks about whether US retail is going to bear watching and whether it is time to get back into the energy sector. See omnystudio.com/listener for privacy information.

Riding Out the Short-term Turbulence 30.12.2014

Mohshin Aziz, analyst with Maybank Investment Bank talks about the performance of AirAsia's share price following the recent tragedy, and the performance beyond the initial knee-jerk reaction. He also talks about aviation for 2015 and what open skies may mean. See omnystudio.com/listener for privacy information.

Keeping an Eye out for Tech and Health 29.12.2014

Joe Quinlan, managing director and chief market strategist for US Trust-Bank of America Private Wealth Management talks about what sectors he will keep an eye out for the coming year. With a particular eye on tech and health, he talks about what positives will buoy the sectors, as well as what to expect from China and Europe in 2015. See omnystudio.com/listener for privacy information.

Oil Panic Button 28.12.2014

Dodge O Dorland, chairman and chief investment officer for Landor & Fuest Capital Managers talks about whether the panic point for oil is really USD40, Japan's savings rate decline and what is in his focus for 2015. See omnystudio.com/listener for privacy information.

The Uneven Oil Slick 26.12.2014

Roshan Francis Padamadan, fund manager for Luminance Global Fund gives his take on the winners and losers of the oil and gas sector. He talks about what companies he is long on, which companies could possibly lose out and See omnystudio.com/listener for privacy information.

MAHB in the Headlines 24.12.2014

Today on Warrants Wednesday we take a look at a couple warrants for Malaysia Airports, which has been in the headlines due to its purchase of a Turkish airport as well as persistent issues at KLIA2. See omnystudio.com/listener for privacy information.

The Ongoing Dow Jones Party 23.12.2014

Dr Michael A Yoshikami, founder and chief executive officer for Destination Wealth Management gives his take on whether Wall Street will continue the party in 2015. He talks about what sectors are in his portfolio, China's shadow banking concerns and the fate of gold. See omnystudio.com/listener for privacy information.

Underwhelming 2014 Earnings 23.12.2014

Bernard Ching, head of research for Alliance DBS Research gives his earnings report card for the first nine months of 2014. He also talks about how the next couple of quarters will pan out as well as what sectors could potentially stand out. See omnystudio.com/listener for privacy information.

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