Market Watch

Japan has slipped into a technical recession but the equity market has continued to rally. Kingsley Jones, Chief Investment Officer, Jevons Global explains the contradiction. We also look at the Australian equity market if there are gems to be found despite an economy that is titled towards China. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Investor excitement over AI has been driving up valuations of tech stocks, but to what extent is this optimism substantiated? Tony Nash of Complete Intelligence weighs in on the sustainability of the tech rally, as well as the outlook for Fed monetary policy, among others. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US inflation is proving stickier than expected leaving the Federal Reserve in a conundrum as to when to start cutting rates. What does this mean for Asian economies and their currencies? We explore this issue with Carlos Casanova, Senior Economist, UBP. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With a consensus GDP forecast of just 0.2% for 2024, Germany appears to have lost its crown as the economic powerhouse of Europe. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management explains the decline and if the US rally still has legs. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The S&P500 is inching close to 5000 as big tech continues to rally in anticipation to rate cuts. But is this rally overdone? Tim Mulholland, President, TJM Limited, Chicago tells us his views and what could still be the overlooked investment ideas. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Recent statements from the U.S Fed indicate that they may be pulling back from an earlier dovish pivot to aggressively cut rates. How has this affected sentiment on U.S Dollar assets like Treasury Bonds and the Greenback. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us whilst weighing in the upcoming Chinese IPI and inflation data. Image credit: Shutterstock.com S...

This week, China tightened some restrictions on short selling for domestic and offshore investors. Jack Kouzi, Director for Strategy, VFS Group tells us if this is a step in the right direction to boost the equity markets whilst giving us his views on the property sector and if resolution is in sight. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information...

Fed Chairman Jerome Powell has gone on record saying that the Central Bank is being careful not to reduce rates too soon. Yeap Jun Rong, Market Strategist at IG International tells us what this means for markets and how many cuts we can expect in 2024. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The fortune of Chinese equities is in direct contrast to US equities which has continued to rally. We ask Song Seng Wun, Economic Consultant at Financial Services Firm, CGS International if it's time to bottom fish for that market. On the flip side, we also ask him if he is concerned by the US equity rally which still appears to have legs. Image credit: Shutterstock.com See omnystud...

US Big Tech have reported their financials with a mixed bag of results. Valuations remain lofty, so are there other buying opportunities? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management tells us that answer, whilst weighing in on Indian equities which had a very good run in 2023. Image credit: Shutterstock.com See omnystudio.com/listener for privacy info...

The FOMC’s decision on rate cuts at their meeting tomorrow comes amid mixed job data and economic expansion in the US. Carlos Casanova, Senior Economist at UBP weighs in on why the FED might stay static, as well as his take on the Evergrande liquidation court order in Hong Kong. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

On Monday, a Hong Kong court ordered property giant China Evergrande Group’s liquidation. The developer is the biggest casualty of a real estate crisis that continues to weigh on China’s embattled economy. Brock Silvers, Chief Investment Officer of Hong Kong-based Kaiyuan Capital tells us what this ruling means for investors and the Chinese economy. See omnystudio.com/listener for privacy informat...

This week, five out of the Magnificent Seven will be releasing their results. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his expectations of their earnings and impact on the market. We also ask him for his first hand reactions to the Evergrande liquidation order by the Hong Kong courts. Image credit: Shutterstock.com See omnystudio.com/listener...

US tech titans like Microsoft and Amazon, energy stalwarts like Exxon-Mobil, reveal their latest earnings. Meanwhile, commodities like coal and iron ore have taken a beating while gold remains stuck around the USD2,000 support level. Kingsley Jones, Chief Investment Officer at Jevons Global shares his view on what he thinks might make waves. Image credit: Shutterstock.com See omnystudio.com/listen...

The US economy’s fourth-quarter growth beat forecasts with GDP increasing 3.3% on an annualised basis. This means for all of 2023, the economy expanded 2.5%. Tim Mulholland, President at TJM Limited, Chicago, helps us analyse what this means for future action from the US Federal Reserve as underlying inflation also rose 2% for a second straight quarter, in line with its own target. Image credit: S...

China’s markets are in the doldrums, exacerbated by a lack of policy direction from the government and central bank. Jack Kouzi, Director for Strategy, VFS Group gives us his insights on potential catalysts for an upward recovery, whilst giving his comments on the expected US Fed rate cuts. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Japanese equity after a strong run last year continues to rally in 2024, up 10%. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if there is still upside or perhaps time to lock in some of those gains. We also take a look at the German economy to understand why it is dragging down the Eurozone when it used to be the industrial powerhouse of Europe....

Palm oil prices have been projected to rise this year, with the Malaysian Palm Oil Council predicting an average trading price of RM4000. Is there cause for this optimism? We look to Alvin Tan, analyst at Bloomberg Intelligence for his sector outlook. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The ringgit continues to depreciate against most major currencies. We check in with Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank as to the reasons for this whilst we get his views on the recent US University of Michigan’s Survey on consumer confidence. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Last year we saw the rebound of tech stocks from a disastrous 2022, with the buzz around A.I. dominating the industry. Does the A.I. theme still have legs in 2024? We ask Jonathan Curtis, Chief Investment Officer, Franklin Equity Group whether we should buy into the mania around this space, and whether there are similar opportunities in Asia.  Image credit: Shutterstock.com See omnystudio.com...

Singapore banks were the laggards in 2023 and their weak share price performance was in part responsible for for the weak year to date performance. Geoff Howie, Market Strategist at the Singapore Exchange give us his outlook for the banking sector whilst weighing in aviation stocks in the region. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Despite the NASDAQ in negative territory on a year to date basis, the market appears to still favour AI related counters. Tony Nash, CEO, Complete Intelligence tells us if this is hype, or a trend that has staying power. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

ASEAN was the laggard market in Asia, with Thailand, Malaysia and Singapore dragging the performance for the region compared to the likes of Japan and Korea. However will 2024 be a different story?  Andrew San, Head of ASEAN Equities, Amundi Malaysia gives us his outlook for regional equities. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Premier Li at the World Trade Forum, said that China’s economy grew at 5.2% in 2023 surpassing their official target for the year. We find out from Carlos Casanova, Senior Economist, UBP, the reasons for this better than expected number and if the positive momentum will carry through in 2024. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With the war in Gaza potentially escalating after attacks on Houthi rebels, oil prices have surprisingly not risen significantly. We ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management why and if our money should be invested in real gold instead. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.