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

Smoky outlook for tobacco sector 23.10.2012

Alliance Research analyst Ian Wan discusses British American Tobacco's (BAT) recent price hike and what it means for the tobacco sector. See omnystudio.com/listener for privacy information.

Time to Revisit Plantation Stocks? 22.10.2012

Benny Lee, Chief Market Strategist at Jupiter Securities discusses: - the likelihood of yet another all-time high for the KLCI this week (it hit an all-time high of 1,670 last week) - outlook for crude palm oil (CPO), which has lost 21% so far this year - what to buy and hold See omnystudio.com/listener for privacy information.

It’s Raining Numbers! 21.10.2012

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York discusses the ton of earnings information investors will have to sort through this week -- more than 150 S&P 500 companies and eight Dow components! Find out which ones Dodge will be eyeing closely. Aside from earnings news, there's also a two-day Fed meeting, the final presidential debat...

Is The Worst Over For China? 18.10.2012

Tim Mulholland, Managing Partner of China-America Capital in Chicago, discusses: -- his feedback on the earnings results for the companies that reported yesterday: Verizon, Travelers, Google, Microsoft, Morgan Stanley -- the panic over Google's accidental early release of its results -- outlook for third-quarter earnings growth -- China's GDP figures, which showed a slowing for the seventh consecu...

Astro IPO - Overpriced? 18.10.2012

OSK Research Analyst Kong Heng Siong talks about  - Astro's sky high valuation  - room for growth? - potential price war with Telekom's Hypp TV - re-rating for the media sector  See omnystudio.com/listener for privacy information.

Spain Dodges Downgrade Bullet; Aussie Stocks To Outperform! 17.10.2012

Ben LeBrun, Market Analyst at Options Express in Sydney discusses how Moody's has decided not to downgrade Spain to junk status, as well as the upcoming EU summit. Also how Japan is rumoured to be planning an economic stimulus of up to a trillion yen and what this could mean for the yen. Ben also shares his expectations for China's third quarter GDP figures and talks about how Australian stocks is...

What To Watch For In Round Two of Obama-Romney Debate 16.10.2012

Dr. Michael A. Yoshikami, Founder & CEO of Destination Wealth Management in San Francisco, discusses the report cards for companies that have reported their quarterly financial results on Tuesday: Goldman Sachs, Johnson & Johnson, Coca Cola, Intel and IBM, among others. He also points out some things to look our for in the second presidential debate between President Barack Obama and Mitt...

Company Results: What To Expect For the Week Ahead 16.10.2012

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York discusses his expectations for the corporate results due to be released this week: Citigroup, Morgan Stanley, Goldman Sachs and BoA, among others. He aslo shares his thoughts on Europe, now that the IMF says monetary easing in the developed world is not the way to go as it coul...

Suffering From EU Summit Fatigue 15.10.2012

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York. He discusses: -- expectations for the results of Bank of America,Goldman Sachs and Morgan Stanley, to be released this week, -- if the earnings growth rate will likely hold at the 7% level throughout this reporting season -- the tension is building ahead of this week's European Union...

The Spanish Bailout Paradox 11.10.2012

Mikio Kumada, global strategist at LGT Capital Management in Singapore, discusses if S&P's credit rating cut of Spain could in fact be positive for the country by increasing the pressure on prime minster Mariano Rajoy to finally request for a bailout.     See omnystudio.com/listener for privacy information.

Of Retailers, Miners, The RBA & The IMF 11.10.2012

Ben LeBrun, Market Analyst at Options Express in Sydney, discusses the impact of the IMF's economic report on the global economy, as well as the performance of Australian equities and currency post-RBA's rate cut. See omnystudio.com/listener for privacy information.

The Global Economic Recovery Will Take Time 09.10.2012

Dr. Michael A. Yoshikami, Founder & CEO of Destination Wealth Management in San Francisco, discusses the IMF's bleak picture of the global economy and how recovery will take time to have some effect. He also shares if he thinks the third quarter results season is going to be as bad as markets are expecting. See omnystudio.com/listener for privacy information.

Q3 Earnings: Are We In For A Rough Ride? 07.10.2012

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York decodes the September U.S. jobs report for us. The economy added 114,000 workers last month after a revised 142,000 gain in August, Labor Department figures showed, as the unemployment rate unexpectedly fell to 7.8 percent.  He also discusses his expectations for the upcoming earnings se...

Romney's First-Round Win & Why Gold Is The Way To Go In Q4 04.10.2012

Tim Mulholland, Managing Partner of China-America Capital Company in Chicago, discusses: -- his thoughts on the first presidential debate and the impact on markets -- if the Friday's release of the September employment situation will show an improvement in the employement picture -- if the rally in US stocks could continue -- what flashpoints he will be looking out for in the final quarter and how...

4Q To Focus On Jobs, Presidential Elections & The Fiscal Cliff 01.10.2012

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York. He discusses: -- Ben Bernanke's speech in Indianapolis and possible impact to the market -- Philadelphia Fed president Charles Plosser's comments that QE3 will not provide much benefit to growth or employment -- if businesses are putting off hiring plans because of the fiscal cliff a...

Beneficiaries from Budget 2013 01.10.2012

In our post-Budget 2013 review, David Ng, Chief Investment Officer of Hwang Investment Management discussed: - what he likes about the Budget  - which areas were not adequately addressed  - with Agrosukuk; access to bonds being opened to retail investors, how retail investors could reconsider their asset class mix  -which sectors he's overweight and underweight on See omnystudio.com...

A Busy Week to Kick Off 4Q 2012 30.09.2012

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York. He discusses his expectations for a busy week ahead -- a heavy schedule of economic reports and indicators. The highlight: the September jobs report. The action kicks off on Monday with Federal Reserve Chairman Ben Bernanke slated to deliver a speech on monetary policy. Dodge discu...

Pre-Budget 2013 - Incentives for Investors? 28.09.2012

In our pre-Budget special, Bernard Ching, Alliance Research Head talks about what he's expecting for Budget 2013:  - what he's heard - sin taxes - property stocks  - auto stocks  - possible beneficiaries or market neutral event  - incentives for investors  - hopes  See omnystudio.com/listener for privacy information.

Spending Cuts For Spain, More Stimulus From China 27.09.2012

Mikio Kumada, global strategist at LGT Capital Management in Singapore.  He discusses his thoughts on Spain's newly revealed crisis budget and if it will be enougth to shrink the country's budget deficit. He also touched on his thoughts on how China will address the imbalances in its economy and if the People's Bank of China (PBOC) will move to boost the economy by further cutting interest ra...

China in Retreat: How Worried Should Australia Be? 27.09.2012

Ben LeBrun, Market Analyst @ Options Express in Sydney, discusses: - China’s benchmark Shanghai Composite Index breaking below key support - views;  - How worried should Australia be;  - Reasons why Chinese stocks retailers are not excited by stimulus announcementsBen LeBrun, Market Analyst @ Options Express in Sydney - Global markets in retreat - volatily expectations in Q4;...

Has US Housing Turned a Corner? And Could Greece Officially Default in 2013? 25.09.2012

Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California on this morning's Market Watch.  He discusses: -- why he's cautious over the improving data on US home prices continued to rise in July -- if we should expect to see more companies guiding down their forecasts, following Caterpillar Inc's move to cut its 2015 profit outlook over weaker comm...

Of Cannons for Euro Situation and Romney's Losing Ground Among Older Voters 25.09.2012

- Reports - whether euro zone’s latest bailout fund can be leveraged to more than $2.6 trillion - whether this is the right weapon to fight the region's problems;  - Concern - existing money - not enough to solve both Spain's and Italy's problems - views: which country to fold their cards first - conditions precedent;  - German business sentiment dropped for a fifth successive mont...

On Spain, the Fiscal Cliff and Global Markets in Q4 24.09.2012

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses:  - 4Q Market view against framework of: unemployment report - presidential debate - euro-zone finance ministers meeting - beginning of the earnings season - early expectations; - Whether expects buying - investors taking some positions - or some selling instead; - W...

Japan Stimulates as US Fiscal Cliff Looms 20.09.2012

Ben LeBrun, Market Analyst at Options Express in Sydney, discusses:  - Japan’s asset-buying program - attempt to weaken its Yen;  - What’s at stake for Asia if Japan fails to sufficiently weaken its Yen;  - What else the Bank of Japan can do to further weaken its currency;  - US ‘Fiscal Cliff’ - chances of a compromise;  - Things complicated - by el...

Is the Fed-Fuelled Rally Sustainable? 17.09.2012

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York discusses if the QE3 advance in equities has legs, and if he is expecting a Fed-fuelled rally in commodities. He also takes a look at the Eurozone, as Spain is back in the spotlight. As borrowing costs yesterday rose through 6% levels, find out his thoughts on whether, and when, Madrid wil...

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