Market Watch

Singapore’s Second Finance Minister, Chee Hong Tat, recently announced plans to review regulatory structures in an effort to revive the city-state’s equities market. These steps follow increasing calls from industry players for government intervention to address the shrinking market capitalisation and sluggish trading volumes on the SGX. Adrian Loh, Head of Research at UOB Kay Hian Singapore, shar...

Two days after the US Federal Reserve announced a 50-basis-point rate cut, equities reacted strongly with the Dow Jones and S&P500 indices closing at record highs, and above key resistance levels. Tim Mulholland, President at TJM Limited in Chicago analyses the market response and where there might be opportunities for investors going forward. Image Credit: shutterstock.com See omnystudio.com/...

The US Federal Reserve has lowered interest rates for the first time in more than four years, reducing the target for its key lending rate by 0.5 percentage points, to the range of 4.75%-5%. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his insights into how this decision affects equities, currencies and the overall global economy. Image Credit: Shutterstock.com See omnys...

Hong Kong’s equity market fell behind India’s in total share value for the first time earlier this year, slipping to eighth worldwide in terms of the value of listings in 2024, behind even Madrid and Amsterdam. Peter Lewis, Director at Peter Lewis Consulting (China) Ltd, gives his take on the future potential of Hong Kong, whose performance is tied to China’s economic and business sentiment. Image...

The FBMKLCI has strengthened by 14% on a year-to-date basis, while the Ringgit has appreciated by 10% against the US Dollar. What's driving confidence in the Malaysian economy, and which equities could see upside from these trends? We get an analysis from Chehan Perera of CGS International. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

The US Federal Reserve begin their two-day policy meeting today with investors widely anticipating the first expected rate, unwind its cycle of aggressive hikes, which started in March 2022. Yeap Jun Rong, a market strategist at IG International talks about how this decision might impact equities as well as the US dollar in the coming months. Image Credit: Shutterstock.com See omnystudio.com/liste...

The central banks of Brazil, Norway, South Africa, Japan and Britain are all expected to hold policy meetings this week. But perhaps the most watched will be the US Federal Reserve. Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management, shares his insights into whether or not a rate cut will happen and at what quantum. Image Credit: Shutterstock.com See omnystudio.com/...

The bets are on for the number and quantum of Fed rate cuts till 2025. We ask Tim Waterer, Chief Market Analyst, KCM Trade for his expectations and what will be the neutral rate. We also ask his views on the Chinese equity markets which have hit a low last seen in 2019. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

Singapore’s Real Estate Investment Trust (REIT) sector has been seeing a sluggish performance  as the iEdge S-Reit Index is down by 2.8% on a year to date basis, underperforming the broader Strait times index which is up 9% for the same period. Krishna Guha, Analyst at Maybank Securities gives us his perspective and what are this top picks. Image Credit: shutterstock.com See omnystudio.c...

JP Morgan and Goldman Sachs have warned of lower earnings. We ask Tony Nash, CEO, Complete Intelligence why and how this is correlated to the Fed Fund rate cut. We also look at the recent appreciation of the Yen and does this mean the end of the Japanese equity rally. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

With the Federal Reserve set to cut rates in September, what are the implications to Asean markets after a relatively good run. Andrew San, Head of ASEAN Equities, Amundi Malaysia gives us his perspective whilst looking specifically at Malaysia which is the best performing market in the region. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

The US inflation report and consumer sentiment survey will be the data points coming out this week ahead of the Federal Reserve FOMC meeting on 17-18 September. Will this calm concerns over the US economy's health? Economist Carlos Casanova of UBP gives us his projections for the Fed monetary policy.  Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

SGX did start on a weak note at the beginning of the year but it appears fortunes might be changing as it's up more than 8% on a year to date basis. What were the catalysts for rerating and is there still an upside in a rate easing cycle? Geoff Howie, Market Strategist, at Singapore Exchange tells us. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

Investors are obviously jittery ahead of the FOMC meeting next week with markets in a volatile mode. Kelvin Wong, Senior Market Analyst, OANDA tells us what to expect in terms of the rate cuts and how best to position for that. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

The question is not if the Federal Reserve will cut rates but the magnitude. A question that we pose Kingsley Jones, Chief Investment Officer, Jevons Global whilst asking him if he would consider the Australian market a safe haven based on the state of the economy. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

All eyes will be on the US jobs report coming out on Friday. What are the expectations for unemployment data and what this means for the Fed's next moves? Tim Mulholland of TJM Limited gives us his take and discusses other trends moving markets. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

The first trading day of September in the US was the worst since August 5, partly spooked by the ISM manufacturing data that missed forecasts. How are markets factoring expectations for September rate cuts by the Federal Reserve? We get analysis from Vishnu Varathan of Mizuho Bank. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

The FBMKLCI is rallying on the back of feel-good vibes following the second quarter earnings season. What are the key takeaways from the results and how should this factor into equities strategy? We wrap-up the Q2 earnings season with Alexander Chia of RHB Investment Bank. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

Wall Street kicked off a traditional September slump with a tech sell-off which saw the major indices tumbling as much as 3.3%. Jack Kouzi, Director for Strategy at VFS Group shares his views on what to look for in the coming month with the US Federal Reserve likely to announce rate cuts and as China's property sector continues to hurt. Image Credit: shutterstock.com See omnystudio.com/listener fo...

US data points are hinting of a slowdown but is a recession round the corner? Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter tells us his perspective whilst weighing in on where to park your money in these confusing times. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

The Singapore government recently narrowed the GDP growth target from 1-3% to 2-3% for 2024. We ask Song Seng Wun, Economic Advisor, CGS International Securities, Singapore of his expectations for growth and will MAS adjust the currency band of the their dollar. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

We examine the recent results from consumers names like Ulta, Lululemon and Dollar General and what this means about the state of the US consumer with Michele Schneider, Chief Strategist, Market-Gauge. She also explains the price movements of commodities like gold, sugar and silver and why they are reflective of the markets. Image Credit: shutterstock.com See omnystudio.com/listener for privacy in...

The clearest sign that the Federal Reserve will be cutting rates came at the Jackson Hole Conference. What does this then mean for the fixed income space and will it offer the twin benefits of yield and capital return? Howe Chung Wan, Managing Director & CIO of Fixed Income, Asia, Principal gives us that answer. This Market Outlook is brought to you by Principal See omnystudio.com/listener for...

The Federal Reserve has signalled its readiness to pivot in September, but what does that indicate about the trajectory of the US economy? Tony Nash of Complete Intelligence decodes the signals. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

As the Fed shifts attention from inflation to jobs and labour data, we ask Carlos Casanova, Senior Economist, UBP whether we still are on course for a Fed rate cut and its implications on ASEAN currencies amid a softening demand for consumer spend in China. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.