Market Watch

Tony Nash, CEO of Complete Intelligence helps us navigate the first week of 2025 as he contrasts the differing fortunes between the Uniter States and China as USD continues to reign supreme. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US markets ended 2024 on a muted note; what explains the sluggishness going into the new year and what themes will shape the investment landscape? We discuss the trends to watch in 2025 with Michele Schneider of Market Gauge. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The FBM-KLCI is on track to ending the year with at least a 12% gain, likely the first time in 3 year that equity markets are ending on a positive note. Peter Lim, Chief Research Officer of Trident Analytics, shares his insights including whether or not this rally will continue into 2025 as well as what sectors we should pay attention to. Image Credit: Shutterstock.com See omnystudio.com/list...

As a Santa Claus rally failed to materialise with the close of 2024, how would investors strategise their positions in light of president-elect Donald Trump taking office by January 20th and China still facing challenges. Kingsley Jones, Chief Investment Officer, Jevons Global, shares his thoughts on what the early part of 2025 might bring. Image Credit: Shutterstock.com See omnystudio.com/listene...

Tim Mulholland, President of TJM Limited, unpacks the latest initial jobless numbers claims and reflects on whether 2025 will be the year for more M&A deals as we welcome Trump's administration that promises more deregulation. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US inflation is expected to trend upwards in 2025, but what does that mean for equity markets? Independent market analyst Laurent Lequeu weighs in with the investment strategies to consider. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management hopes that other markets will catch up and can challenge US's dominance in global equities as we brace for another year of uncertainty and volatility with the return of President Donald Trump. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Amid expectations for fewer rates cuts in 2025 by the US Federal Reserve, its chair Jerome Powell and his team are likely going to have to navigate between inflation risks along with political risks, as president-elect Donald Trump takes office. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, talks to us about what we can expect in terms of how the US central bank might respond and...

Despite the Fed keeping rates higher for longer, US markets look set to continue their upward trend on the back of the recent positive economy data. Yeap Jun Rong, Market Strategist, IG International tells us how what investment strategies to adopt and what sectors will outperform. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Federal Reserve cut rates by 25bps as expected but it was the messaging after that spooked markets with their reiteration that inflation remains stubbornly high. Markets are now forecasting just two rate cuts for 2025 which also led to a broad sell off in equities. We ask Tony Nash, CEO, Complete Intelligence as to the significance of this. Image Credit: Shutterstock.com See omnystud...

2024 has been a year where the correlation between asset classes have been distorted with equities and gold rising in tandem despite the polar risk profiles. In fact gold has risen more than 28% on a year to date basis. We ask Michele Schneider, Chief Strategist, Market Gauge whether the rally will continue in 2025 and also her Fed rate outlook. Image Credit: Shutterstock.com See omnystu...

As 2024 draws to a close, US markets continue to break records with the Nasdaq up more than 30% on a year to date basis. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if US exceptionalism will continue to be a theme in 2025 or if there other investment ideas we should consider. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy informa...

The Fed will have their last FOMC for the year with all eyes on the dot plot for signs of whether rates will be higher for longer. We ask Kelvin Wong, Senior Market Analyst, OANDA for his perspective and what we can expect from other central bank decisions this week. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The recent NFIB Small Business Optimism index hit the highest since June 2021. What does this mean for opportunities in the small cap space? We discuss this as well as where Fed policy could be heading in 2025 with Tim Mulholland of TJM Limited. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

A recent report revealed that the Chinese government is prepared to accept a weaker Yuan. We ask Vishnu Varathan, Head of Economics & Strategy from Mizuho Bank if that will happen and what impact it has with Emerging Market currencies especially the Ringgit which has a high correlation to the Yuan. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy informatio...

With US government debt at record highs, is the strength of the Dollar and its Treasuries sustainable. We ask Laurent Lequeu, Independent Market Analyst & Writer at The Macro Butler Newsletter for his views and what is the alternative asset class to consider if there is indeed de-dollarisation. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Markets have already priced in a 25bps point cut at December's FOMC but forecasting the cuts in 2025 will prove harder with uncertain Trump economic policies. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what are the key data points that will determine the monetary policy and does he think the stimulus announcements by China will be catalytic for ...

Michael Lai, Executive Director, Wealth Advisory, OCBC Bank; helps us unpack whether we have missed the boat in terms of US equity markets and whether there are other markets that could be opportunities next year. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The construction sector is one of the winners in 2024 with the Bursa Malaysia Construction Index up 57% on a year to date basis, outperforming the FBMKLCI with a return of just 11%. Adam Mohamed Rahim, Equity Research Analyst, RHB Research tells us if the success will be replicated in 2025 and which stand to benefit the most. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy i...

Malaysia is playing catch up with the rest of Asia after a few years of underperfomance. We ask Ng Zhu Hann, CEO & Founder at Tradeview Capital if the FBMKLCI will continue its winning streak in 2025 and what investment strategy to adopt. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

The Singapore Straits Times Index is proving to be the sleeper hit in Asia with a return of 19% on a year to date basis. We ask Geoff Howie, Market Strategist, Singapore Exchange as to whether the markets will continue to rally in 2025 and what are the potential themes that will outperform. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

US equity performance is head and shoulders above the rest of the world, despite valuations looking expensive. Tony Nash, CEO, Complete Intelligence tells us if there are still legs to this rally and do other markets like France, Germany and UK offer better opportunities. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

2024 was a challenging year for fixed income markets due to central bank rate cycle turning from hikes to easing, geopolitical events and fiscal concerns. Yields and asset prices remain near highs. With volatility expected to continue, will fixed income provide the much needed income returns and safe-haven asset and what strategies should investors then adopt? Howe Chung Wan, Managing Director and...

With US jobless and IPI numbers out this week, will we have a better view of whether the Fed will cut rates at the last FOMC for the year? Carlos Casanova, Senior Economist, UBP tells us whilst giving us his view of the US dollar and if there is any alternative to it. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

The FBMKLCI at one time, was the one of the best performing markets in ASEAN on the back of reform, appreciating Ringgit and playing catch up after years of underperformance. But of late, the FBMKLCI has lost some of its gains. We ask Chehan Perera, Head of Research and Strategist at CGS international if the 3rd quarter corporate results provides any clues of what to expect in 2025 and what are hi...