Market Watch

The Bursa Malaysia Property Index is up 30% on a year-to-date basis, so are there legs to this rally? Does the recently concluded result season give us clues on this? Jessica Low, Analyst, MIDF Research tells us and what are her top picks to the sector. Image Credit: freepik.com See omnystudio.com/listener for privacy information.

US non-farm payrolls came in at 272,000 in May, beating consensus forecast of 190,000, while wages rose 4.1% YoY, an uptick from April’s 3.9% increase. Is the US economy too strong and what does this mean for the Fed Fund rate. We ask Tim Waterer, Chief Market Analyst, KCM Trade for his views on this and whether the AI investment theme is relevant. Image Credit: Gray StudioPro / Freepik.com See om...

In a year where there are at least 40 elections with the UK, EU and of course the US heading to the polls, should election risk factor into the investment strategy? Kingsley Jones, Chief Investment Officer at Jevons Global tells us his perspective while weighing in on the recent share price surge of Nvidia and if this means that tech is overvalued. Image Credit: freepik.com See omnystudio.com/list...

After the surprising outcome of the Indian election, the equity market corrected sharply. We speak to Pramod Amthe, Head Of Institutional Equity Research at InCred Capital on what investment strategy to adopt and the top picks for what may be a volatile market. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Nvidia is now the 2nd most valuable company in the world after Microsoft. Is this title deserved? Tony Nash, CEO, Complete Intelligence answers that questions whilst also explaining why US bond yields are falling. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

What are the key takeaways from corporate Malaysia's first quarter earnings results? We check in with Chehan Perera of CGS international for his impressions and whether it warrants an upgrade on the FBMKLCI year end target. Image Credit: Diloka Studio / Freepik.com See omnystudio.com/listener for privacy information.

This week, U.S. economic data was slightly negative causing US treasuries yields to rise as investors took it as  a sign that the Fed will raise rates.  Carlos Casanova, Senior Economist, UBP tells us if markets are right and what knock on effect it will have on Asian rates and currencies. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

A correction is not implausible as the US heads for an election in November as political risk weighs down on sentiment. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what strategy we should adopt to prepare for that whilst we ask if the US dollar still remains a safe haven asset. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy informat...

Former President Donald Trump has been found guilty of all 34 charges in the New York hush money trial. We speak to Tim Mulholland, President, TJM Limited, Chicago if that will have any impact on US markets or if that has already been priced in. Image Credit: Freepik.com See omnystudio.com/listener for privacy information.

The Straits Times Index (STI) has entered positive territory in recent weeks, after languishing in the red for the better part of the first quarter. What’s driving the upward momentum in market sentiment and is this rally sustainable. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US consumer confidence unexpectedly improved in May, after deteriorating for three consecutive months. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us if this will force the hand of the Fed to keep rates higher for much longer than expected and what this means for currencies including Emerging Markets. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy i...

Nvidia continues to surge causing the Nasdaq to go above 17,000 for the first time in history but is the rally overdone ? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management provides that answer whilst giving us other options to consider if we still want exposure to the AI theme. Image Credit: jcomp / Freepik.com See omnystudio.com/listener for privacy information.

Despite last week’s volatility, the Dow is still up more than 3% in May, while the S&P 500 and Nasdaq have gained 5% and 8% respectively. Does the market still have upside and how should we position for it. Jack Kouzi, Director for Strategy, VFS Group tells us his perspective. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Singapore recently reported benign inflation and better than expected GDP growth of 0.1% vs. a median expectation of -0.3% . We ask Song Seng Wun, Economic Advisor at, CGS International Securities how this city state has managed to beat expectations and is it on on course to meet their growth target of 1-3% growth for 2024. Image Credit: Shutterstock.com See omnystudio.com/listener for p...

Although recent FOMC minutes suggest that some Fed officials are prepared to raise rates due to sticky inflation, its does appear that they have engineered the near impossible task of a soft landing. What then does this mean for the US and Malaysian bond markets and are there still investment opportunities? Jesse Liew, Chief Investment Officer for Fixed Income, Principal Southeast Asia  tells...

Although Nvidia results beat street expectations, is that enough to maintain the positive momentum in US equity markets? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management answers that question whilst also providing alternative investment strategies for those who want a more defensive portfolio. Image Credit: @jcomp / freepik.com See omnystudio.com/listener for privacy in...

Nvidia results were better than street expectations with revenue at USD26 billion . Tony Nash, CEO, Complete Intelligence critically examines the numbers to determine if AI is hype or has strong monetisation potential. We also try and uncover the recent rally in metals and if that is sustainable. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Copper surged to its highest levels ever while Gold surpassed the previous record seen in April. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management explains why we are seeing a metal rally and are miner's the best proxy. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Dow Jones Index made history closing above 40,000 points on May 17th. Kingsley Jones, the chief investment officer at Jevons Global, talks about the sectors driving this rally including defence stocks, driven by the many wars worldwide, as well as AI, and whether or not there is room for it to move higher. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With a CPI print of 3%, its looks like the Fed has achieved the goal of slowing both inflation and growth. Tim Mulholland, President, TJM Limited, Chicago tells us if he agrees with that perspective whilst weighing in on the Japanese economy and if their Ministry of Finance will intervene to prop up the yen when it crosses 160 against the US dollar. Image Credit: Shutterstock.com See omnystudio.co...

We ask Clifford Bennett, Independent Economist what does the recently released US CPI report tell us about inflation and the direction of the Federal Reserve Monetary Policy. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Malaysia has been the dark horse, up to 10% on a year to date basis. We ask  Peter Lim, Founder & Chief Research Officer, Trident Analytics Sdn Bhd what are the investment opportunities especially with the impending tariff hikes on an array of  Chinese goods. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Analysts have upgraded their calls the most aggressively in two years after 459 companies in the S&P500 posted profits that were on average 8.5% higher than expected. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management interprets this for us and what to expect from the Eurozone economy as Germany exits from almost stagflation conditions. Image Credit: Shutterstock.com...

The Malaysian Ringgit has depreciated against the US dollar on year to date basis but not as severely as other currencies.  Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us what are the correlations to pay attention to when looking at Asian currencies and if the Federal Reserve is too stubborn for their own good. Image Credit: Shutterstock.com See omnystudio.com/listene...

US reporting seasons is almost coming to an end and it was generally positive but what does forward guidance indicate? We ask  Laurent Lequeue, independent market analyst and Writer of The Macro Butler Newsletter for his take on this and also if China will achieve its GDP target of 5% for 2024. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.