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
China Opens Up Shanghai 12.11.2014 7:19
China continues with its liberalisation by opening up inward and outward stock market investments. This news has drawn attention to China's relative cheapness compared to other global markets. See omnystudio.com/listener for privacy information.
Warrants Role in a Portfolio 12.11.2014 5:05
This week we continue with part 2 of our series with Barnaby Matthews, who is the head of derivatives SEA for the Macquarie Securities Group and gives us its view as a foreign issuer on the Malaysian structured warrant market. The question we ask this week is what are the benefits to having Structured Warrants in your portfolio and what are the risks involved. See omnystudio.com/listener for priva...
China's De-Dollarising Actions and Fed Tightening Moves 11.11.2014 7:30
Chris Weston, Melbourne-based Chief Market Strategist for IG, discusses the pending Hong Kong-Shanghai trading link, Japan's possible December snap election and sales tax postponement, speculated China-led '-de-dollarising' of global trade and the Australian perspective. He also discusses this week's US jobs report and nonfarm payrolls, how this affects the Fed's rate-tightening timetable, and the...
Airlines - What's Flying? 11.11.2014 4:20
We try to suss out the alleged pilot grabbing situation in MAS reported recently. The budget airline space is also seeing intense competition leading Singapore Airlines being hit by poor Tigerair performance. See omnystudio.com/listener for privacy information.
America and China's Race for Asia Hots Up, with Japan Looming 10.11.2014 8:50
Joe Quinlan, Managing Director and Chief Market Strategist at the US Trust-Bank of America Private Wealth Management in New York, discusses China President Xi Jinping's comments that Chinese outbound investment will total $1.25 trillion over the next 10 years, the China-US 'race' for Asia and the possibility of a rising geopolitical threat due to Japan and China's re-militarising efforts. He also...
A Tepid Outlook for Media 10.11.2014 3:20
The Morning Run crew takes a look at the media sector following reports of weaker advertising spend, and looks at recent analyst reports for Media Prima and MCIL. See omnystudio.com/listener for privacy information.
What to Expect from APEC 09.11.2014 8:50
Dodge O Dorland, chairman and chief investment officer for Landor & Fuest Capital Managers talks about what to expect from the upcoming APEC meeting given the underlying theme of geopolitical tension that has permeated the markets this year. He also gives his take on the health of the US economy, South Africa's downgrade by Moody's and Japan possibly starting a global currency war. See omnystu...
Oil Price Impact on Asean 07.11.2014 2:54
The fall of oil prices to below $80 per barrel will be benefit some Asean countries and penalise others. We also look into market winners and losers. See omnystudio.com/listener for privacy information.
ECB Promises More 06.11.2014 2:54
The ECB left almost zero interest rates unchanged and looks to add EUR1 trillion to its balance sheet. It remains to be seen whether this will have its intended results. See omnystudio.com/listener for privacy information.
US Market Cheers Republican Congress Control 06.11.2014 7:42
A Republican victory in the mid-term elections resulted the Dow moving to record levels. The USD also continues to strengthen at the expense of the JPY. In Europe, investors are holding out hope for some kind of stimulus in tonight's ECB meeting. See omnystudio.com/listener for privacy information.
Mixed Fortunes for Petronas 06.11.2014 3:34
We take a look at the various divisions of Petronas and how they have performed in the recent earnings seasons and the various analyst reports on Petronas Dagangan and Petronas Gas. See omnystudio.com/listener for privacy information.
Turbocharged Arrows and Quivering Oil Markets 05.11.2014 8:45
Chris Weston, the Melbourne-based, Chief Market Strategist for IG, discusses oil at a three-year low and in a bear market, its effect on sentiment, US midterm elections and the Bank of Japan?s turbocharged stimulus program. See omnystudio.com/listener for privacy information.
Macquarie Sees Potential 05.11.2014 5:29
Barnaby Matthews, who is the head of derivatives SEA for the Macquarie Securities Group, comes on Warrants Wednesday to give a foreign issuer's view on the structured warrants market in Malaysia. In this week's episode, he talks about the outlook of the market and what were the factors in that attracted Macquarie to list its offerings here. See omnystudio.com/listener for privacy information.
Airports - A Bumpy Ride 04.11.2014 15:22
Weak traffic numbers as a result of the MH incidents and debut of KLIA2 depreciation and amortization expenses hit Malaysia Airports' third quarter earnings. A lot of the analysts that we follow have a Hold call on the stock. See omnystudio.com/listener for privacy information.
BOJ Sparks the Market 03.11.2014 7:39
Dodge O Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers talks about what the Bank of Japan's decision to increase its asset buying as the Fed ends its QE, and what it will mean for the upcoming tax hike. He also talks oil price impact, the Eurozone's fragility and China's weaker numbers. See omnystudio.com/listener for privacy information.
How Tenaga Will Power Up 03.11.2014 5:28
Tenaga posted respectable full year growth but the question is whether weak fuel prices will result in a tariff downward revision. The plantation sector is also in focus given the recent rebound in palm oil stocks. See omnystudio.com/listener for privacy information.
Poor Earnings Season for Indonesia 31.10.2014 4:44
Plantations were the only sector doing well in Indonesia's latest reporting season. Longer term, newly minted president Jokowi's focus on infrastructure, maritime and agriculture would also be positive. See omnystudio.com/listener for privacy information.
Wait, is that US's GDP Growth? 31.10.2014 6:00
US's GDP growth is picking up at a very strong pace growing 3.5% in the third quarter after growing 4.6% in the second quarter. The growth pace is in stark contrast to what's happening in the Eurozone. See omnystudio.com/listener for privacy information.
Saying Goodbye to QE 30.10.2014 8:38
Ben LeBrun, market analyst for Options Express gives his comments on the end of QE and what it means for the markets. He also talks about Goldman Sach's sour predictions for the Australian economy and the potential India vs China face-off. See omnystudio.com/listener for privacy information.
Amidst Oil Maelstrom, Value Emerges 29.10.2014 8:41
Khoo Hsu Chuang talks to Alan Chua, Executive VP and Portfolio Manager at Templeton Global Equity Group, about undervalued european equities and emerging market stocks. See omnystudio.com/listener for privacy information.
Demystifying Structured Warrants 29.10.2014 7:31
Ong Li Lee, Director of the Securities Market for Bursa Malaysia comes on Warrants Wednesday to give the bourse's view on the structured warrant market. She gives us an overview of the current landscape, plans for the future and the risks involved. See omnystudio.com/listener for privacy information.
Weak Oil Sends Markets Tumbling 28.10.2014 6:05
Julian Ng and Khoo Hsu Chuang talk about oil prices and how it has affected markets. See omnystudio.com/listener for privacy information.
Weathering the Outflows for Malaysia 28.10.2014 3:15
Foreign investors comprise a big part of Bursa trades. Headwinds that are coming from major interest rate and currency events abroad will be impactful. See omnystudio.com/listener for privacy information.
Leading Indicators and 4Q Market Outlook 27.10.2014 3:28
The Morning Run team gives you a wrap up of reports from Alliance DBS and HSBC concerning Malaysia's Leading Indicators and how the stock market looks like for the next couple of months. See omnystudio.com/listener for privacy information.
UK Success A Double-Edged Sword 27.10.2014 7:50
Dodge O Dorland, chairman and chief investment officer of Landor & Fuest Capital Managers gives his take on the current earnings season, in particular the retail sector that is currently facing headwinds. He also talks about the slowdown in the UK's otherwise stellar economy, and whether the country is being penalised for it by its neighbours. See omnystudio.com/listener for privacy informatio...
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