Market Watch

A key trend in healthcare is the growing use of Artificial Intelligence (AI), expected to transform the sector in various ways. Given these developments, what are the prospects for Malaysia's healthcare sector and which listed companies stand to benefit? Imran Yusof, Head of Research at MIDF Investment Bank gives us those answers. Image Credit: freepik.com See omnystudio.com/listener for priv...

The Yen has rallied the most since May as investors unwind the carry trade. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank what challenges this puts on the Bank of Japan as they attempt to raise rates and taper their bond purchasing program. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

The auto sector is in fifth gear with the Malaysian Automotive Association (MAA) boosting its 2024 vehicle sales forecast to 765,000 units. Daniel Wong, Analyst at Hong Leong Investment Bank tells us the reasons for this uptick in sales. We also dive into which of the listed companies stand to benefit. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

The earnings season of the Magnificent Seven has started with a tale of two halves. Alphabet doing better than expected while Tesla disappointed. We ask Jack Kouzi, Director for Strategy, VFS Group as to how to interpret these contrasting set of results and what does this mean for the sector overall. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With Joe Biden pulling out of the US Presidential race, political risk has increased for markets. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, how markets will react till November and what safe haven assets to consider. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

Overnight, President Joe Biden has pulled out of the presidential race. Laurent Lequeue, Independent Market Analyst and Writer of The Macro Butler Newsletter gives us his views on how markets will react to this and what are the defensive strategies to adopt. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

The Bursa Malaysia Technology Index is up more than 20%, outperforming the broader FBMKLCI taking its cue from the US tech stock. We ask Desmond Chong, Head of Research, UOB Kay Hian Securities Malaysia if there are still legs to this rally and which of the listed companies will emerge winners. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Global stocks have been in flux following heightened projections that Donald Trump could return to the White House, with tech stocks particularly taking a hit. How are investors positioning themselves for this likelihood? We discuss market trends with Tim Waterer of KCM Trade. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Tech stocks plunged overnight on the back of comments by Republican presidential nominee Donald Trump on future policies. What does this mean for the tech equities play? We discuss these themes and more with Tony Nash of Complete Intelligence. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

Asian markets are a tale of two halves with  Japan, Taiwan, Vietnam and Malaysia doing much better than the likes of Indonesia and Thailand. We speak to Lim Chia Wei, Associate Director of Equities, AHAM Asset Management as to whether that trend will continue for the rest of 2024 and what investment strategy they are adopting in these volatile markets. See omnystudio.com/listener for privacy...

China’s second quarter GDP growth slowed to 4.7%, the weakest in five quarters. Will efforts to boost high-tech manufacturing lead to stronger growth in the second half, and can any policy be expected from the ongoing Third Plenum? We get insights from Carlos Casanova of UBP. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With US markets hitting another record high, we try to distinguish if this is the Trump effect or backed by more fundamental reasons. Michele Schneider, Chief Strategist at Market-Gauge, breaks it down for us whilst giving us her impression of China's GDP figures. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

The construction sector has outperformed the broader market with the KL Construction Index up more than 50% on a year to date basis, beating the FBMKLCI return of 11%. We ask  Loong Chee Wei, Head of Research for Affin Hwang Investment Bank Bhd if there are still legs to this rally and what are the companies that will benefit from the raft of new projects. Image Credit: shutterstock.com...

There are signs that the US equity rally is broadening out to other sectors. Is this time to sell tech and rotate into the laggards? Peter Lim, Founder & Chief Research Officer, Trident Analytics Sdn Bhd gives us his perspective whilst also weighing in on China's market performance. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Singapore’s Straits Times Index has risen by 7.7% on a year to date basis pushing markets to the best year since 2021 thanks to the trinity of banks; OCBC, UOB and DBS rising to record highs. Is this momentum sustainable and what then is the best investment strategy to adopt for this island state. Adrian Loh, Head Of Research at UOB Kay Hian Singapore gives his views. Image Credit: rawpixel.com /...

The tech-heavy Nasdaq lost 2% on the back of heavy selling of Nvidia and Tesla. We ask Tim Mulholland, President, TJM Limited in Chicago if the era of the magnificent seven is over and should we relook at the broader market. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

Indonesia is the 2nd worst-performing equity market in ASEAN, on a year-to-date basis after Thailand. This is despite the economy expanding strongly in 2023. We speak to Jerry Goh, Asean Equities Investment Manager, ABDRN as to what investment strategy to adopt and the re-rating catalyst to watch out for. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

U.S. Federal Reserve Chair Jerome Powell completed his 2-day semi-annual testimony before Congress yesterday. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank for whether it gives any hint as to when the central bank will finally cut rates. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

The Singapore Straits Times Index staged a last minute rally in the last week of June to end the 1st half of the year up 5.8%. Geoff Howie, Market Strategist, Singapore Exchange gives the reasons for this and if we can expect the same in the 2nd half whilst also weighing in on what growth we can expect for the economy as the city state is set to announce 2nd GDP data this week. Image Credit: shutt...

China’s benchmark index, the CSI 300, has been on its longest losing run since 2012. What accounts for the weakness in market sentiment and how might the broader economic outlook impact trends moving forward? We get analysis from Jack Kouzi of VFS Group. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Last week, two European countries headed to elections with one ending with an expected outcome, the other proved to be a surprise. With Labour firmly in charge of the UK whilst there may be political gridlock in France. What then does this mean for their respective economies and currencies? Saktiandi Supaat, Head of FX Research, Global Markets, Maybank Singapore tells us. Image Credit: kstudio / F...

With the Fed Reserve Chair Jerome Powell’s semi-annual testimony at Capitol Hill, June’s Consumer Price Index coming Thursday, and the possibility of two rate cuts happening in 2024, we get some insights from Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management for his thoughts on the US economic outlook. Image Credit: pikisuperstar / freepik.com See omnystudio.com/listener...

The Labour party led by Keir Starmer is projected to return to power in the UK but what economic challenges await him and why is the Pound so strong despite the changing of the guard. Shane Oliver, Chief Economist, AMP Capital gives us his perspective whilst weighing in when the Fed will start raising rates and by how much. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy inf...

In 2022, roughly 460 Terawatt hours were consumed globally by data centers and that figure could double by 2026, equal to that of Japan’s entire electricity use. With utility companies standing to benefit significantly from datacenter electricity demand. Will Malaysian utility companies stand to benefit too? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia gives us his perspective. Image Cre...

Tesla and Nvidia are polar opposites amongst the Magnificent Seven with Nivida the tech darling but with both seeing price correction, is it time for a relook? Tony Nash, CEO, Complete Intelligence gives us his perspective whilst we also try to interpret the Fed Minutes as to when a rate cut will happen. Image Credit: freepik.com See omnystudio.com/listener for privacy information.