Market Watch

US markets ended last week on a positive note but is this just a dead cat bounce? Kingsley Jones, Chief Investment Officer, Jevons Global tells us his perspective and whether we should buy the dips for US equities or consider other markets. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Malaysian healthcare sector is at a pivotal crossroads of policymaking as stakeholders grapple with how to tackle medical inflation. What are the implications for listed players? We discuss the trends with Ong Chun Sung, equity analyst with RHB Research. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

How should investors manage asset allocation in light of potential tariff pressures and other economic headwinds? We get insights from independent market analyst Laurent Lequeu. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank if any clues could be gleaned from the latest US Fed press conference with regards to the US economy and rate trajectory for 2025 as the Fed held interest rates as expected. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US macroeconomic data has been mixed of late although consumer sentiment has been weak. Is that a sign of a recession? We ask, Yeap Jun Rong, Market Strategist at IG International for his views. We also discuss the sell-off of the Indonesian equity market and the reasons behind it. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Malaysia assumes chairmanship of ASEAN this year. How can this role drive regional cooperation to reap significant economic benefits and will this translate to opportunities in equity markets? Questions we pose to Imran Yusof, Head of Research, MIDF. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The US market staged a strong rebound, but uncertainty looms as consumer sentiment hits its lowest since 2022 and inflation expectations rise. With the FOMC meeting ahead, a dovish Fed could boost liquidity but signal economic weakness. Brian Arcese of Foord Asset Management shares insights on US, European, and HK/China market outlooks and sector opportunities. Image Credit: Shutterstock.com See o...

US markets have officially entered into correction territory with the major indices in the red on a year-to-date basis. Michele Schneider, Chief Strategist, Market Gauge tells us how to navigate these markets amidst the tariff storm and talk of a looming recession. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With US debt at US$36 trillion and the possibility of a government shutdown, what impact will that have on the economy? Tony Nash, CEO, Complete Intelligence gives us his perspective and how the US government intends to resolve that issue. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US CPI will be watched keenly for signs of persistent inflation that will inform the Fed rate decision. A feat which is made more challenging by the plethora of executive orders from the White House. We ask Song Seng Wun, Economic Advisor, CGS International Securities as to whether he thinks a recession is on the cards for the world's largest economy. Image Credit: Shutterstock.com See omnystudio....

Tim Waterer, Chief Market Analyst, KCM Trade dissect Trump's comments that the US economy faces a ‘period of transition’ while Scott Bessent warned of a ‘detox period’ and what does this mean for US markets moving forward? Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Repercussions of Trump's America-first policy are felt even in defense stocks. We ask Kingsley Jones, Chief Investment Officer, Jevons Global as to the reasons for this and what are the names to consider. We also ask if quantitative easing is back among central banks in anticipation of a slowdown. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Rapid developments coming out of the US have been keeping global markets and investors on their toes, but how will it impact the bond market here in Malaysia? Providing some perspective on whether there are opportunities here is Jesse Liew, Chief Investment Officer of Fixed Income, Southeast Asia, Principal Asset Management. This Market Outlook is brought to you by Principal. See omnystudio.com/li...

Markets continued to remain volatile over the onslaught of tariff announcements and delays. We speak to Tim Mulholland, President, TJM Limited, Chicago as to how markets will trade in the coming weeks. We also reviewed the results of tech names like Broadcom and Marvel to see if tech deserves its expensive valuations. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy informati...

With the US government imposing but also flip-flopping the imposition of some tariffs, what impact does this have on its own economy and those in Asia? Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank gives us his perspective whilst weighing on the recent US dollar weakness. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

For Malaysia despite strong headline growth of 5.1% in 2024, there remains strong outflow of funds with the FBMKLCI down 4.6% on a YTD basis. Much of this decline can perhaps be explained to external factors like the strong US dollar and the impact of tariffs but does the recent result season give us reason to remain optimistic? Peter Kong, Head of Research, Kenanga Investment Bank tells us whilst...

The 25% tariffs on Mexico and Canada went into effect yesterday and its impact on the US economy and the rest of the world is yet unknown. We speak to Independent market analyst, Laurent Lequeu, who is also the Writer of The Macro Butler Newsletter for his views. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Amid the shifting dynamics of the global economy including the possibility of the Federal Reserve holding rates higher for longer while central banks in Asia and Europe are looking to ease their monetary policies, where can investors look in terms of fixed income? Howe Chung Wan, Managing Director and Head of Asia Fixed Income, Principal Asset Management shares his perspective. This market outlook...

The US market continues to drift downwards due to sluggish economic data and the imposition of 25% tariffs on Canada and Mexico. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management whether the "mood" of the market has changed and if so, how to position for that. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With the US economy likely to see negative growth in 1st quarter and the impact of tariffs on Canada and Mexico still unknown, what will the Federal Reserve do with the Fed Fund rate? A question we pose to Clifford Bennett, Independent Economist whilst asking him about Asean economies. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US President Donald Trump has confirmed that tariffs against Mexico and Canada will start on 4 March with an additional 10% tariffs on China. What impact will this have on global economies and trades? A question we pose to Yeap Jun Rong, Market Strategist at IG International whilst asking him about the divergent performance of ASEAN and North Asian markets. Image Credit: Shuttrstock.com See omnyst...

Tony Nash, CEO, Complete Intelligence unpacks the latest results from Nvidia and whether European and China market outperformance over the US can sustain for the rest of the year. See omnystudio.com/listener for privacy information.

U.S. consumer confidence dropped in February while 12-month inflation expectations surged. We ask Carlos Casanova, Senior Economist, UBP as to why there is such sharp deterioration and what this means for the US economy. Image Credits: Shutterstock.com See omnystudio.com/listener for privacy information.

Since President Donald Trump was inaugurated, US equities have underperformed its European and North Asian counterparts. We ask Joe Quinlan, Chief Market Strategist of US Trust-BOA Private Wealth Management if this marks the end of US exceptionalism and if so, what other markets offer investment opportunities. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The FBMKLCI has started on a weak note with a decline of more than 3%. We ask Peter Lim, Chief Research Officer at Trident Analytics if we should remain optimistic and if so, what is the sector to overweight? Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.