Market Watch

The Chinese smartphone sector has seen more than 30 months of downward earnings revision and sharp price corrections on the back of slower shipments due to weaker consumer sentiment and 4G to 5G migration in Emerging markets. Ray Kwok, Director, Research Department at CIMB CGS tells us why he is upgrading the sector and his top picks. Image credit: Shutterstock.com See omnystudio.co...

Fourth quarter US banking results were a mixed bag with names like Citigroup making losses but J.P Morgan beating expectations. Kingsley Jones, Chief Investment Officer, Jevons Global helps us unpack the reasons for this and if we will likely see continued weakness in 2024. He also weighs in on the consequence of higher shipping rates due to the widening conflict in the Middle East. Imag...

US inflation as measured by the consumer price index increased by 3.4%, the most in 3 months. Laurent Lequeue, independent market analyst and Writer of The Macro Butler Newsletter weighs in on whether this turns the Federal Reserve more hawkish. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With increased tensions in the Middle East and shipping companies avoiding the Red Sea, oil prices logically should be on the rise. However, that has not been the case. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank explains why. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The last two months of 2023 saw an intense rally in bond prices, spurred by expectations that central banks will be cutting interest rates in 2024. But will this bond market rally continue after three straight years of declines? Jesse Liew, Chief Investment Officer, Fixed Income at Principal Southeast Asia provides the outlook whilst weighing in on what bonds still offer value. See omnystudio.com/...

Both the Malaysian technology and telecommunications sectors showed lacklustre performance in 2023 affected by economic and geopolitical uncertainties. Can we expect a greater recovery in 2024? We speak to Tan J Young, senior analyst at Hong Leong Investment Bank for his outlook on the two sectors. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

In 2023, the Singapore dollar surged close to record highs against the Greenback - will this trend be sustained in the new year? Song Seng Wun, Economic Consultant at CGS CIMB Securities, Singapore gives us his take on this and other economic trends to watch. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

In 2023, geopolitics was one of the biggest headwinds that markets faced. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management what will be keeping him awake in 2024 and if Asean is the next market to pay attention to. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

In the first week of the year, there was solid US job data, Fed Minutes that reveal inflationary concerns and a still robust US economy. Does this mean that the street is wrong with their expectations of rate cuts in 2024? Yeap Jun Rong, Market Strategist at IG International tells us whilst weighing in on Asian markets. Image credit: Shutterstock.com See omnystudio.com/listener for priva...

The tech heavy Nasdaq had a spectacular run in 2023, but that was not the case for Malaysian tech names. Signs are however pointing to a recovery, with improving global semiconductor sales. Desmond Chong, Head of Retail Research at UOB Kay Hian tells us his outlook for the sector and his top buys. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The non-farm payroll figures that will be released later tonight will be another indicator of how soon the Federal Reserve will cut rates in 2024. Kelvin Wong, Senior Market Analyst at OANDA tells us his expectation of the figure and what a delay will mean for emerging markets. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

In 2023, SET was one of the worst performing markets in Asia, down 16%. Will 2024 bring a change in fortunes? Poon Panichpibool, Markets Strategist at Krung Thai Bank tells us his expectations of returns for Thai equities, the economic outlook and his top buy ideas. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The recent Fed Minutes indicate that the Federal Reserve is still in a hawkish mode. Does this mean the end of market exuberance with the mantra of 'higher for longer' staying relevant for longer? Tony Nash, CEO, Complete Intelligence tells us this whilst weighing in on the US dollar. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

For 2024, there are expectations that the Federal Reserve will start cutting rates, but what does this mean for global economies? Carlos Casanova, Senior Economist, UBP tells us his views whilst weighing in how China's economy will fare, and if the structural problems of the indebted property market have been resolved. Image credit: Shutterstock.com See omnystudio.com/listener for privac...

RHB Investment Bank has a year end target of 1600 for the FBMKLCI. We ask Alexander Chia for their Head of Regional Equity Research as to what that target is premised on, the investment strategy they are advocating and their top 3 picks. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

After a stellar year for US equities in 2023, no thanks to the strong performance of the Magnificent 7 we ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management for his 2024 outlook. We also ask if it's time for laggards like China and Asean to shine this year after rather anemic returns. Image credit: Shutterstock.com See omnystudio.com/listener for privacy inf...

The much anticipated recession of 2023 did not materialize; instead US equity markets rallied with the S&P 500 near record highs. We speak to Tim Mulholland, President, TJM Limited in Chicago for his 2024 outlook and if its time for laggard markets like China and Asean to shine. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

In a year marked by rising cost of living and inflationary input prices, not all segments in the consumer sector did well with non-discretionary faring better. We check in with Genevieve Ng Pei Fen, Consumer & Glove Analyst, MIDF Investment Bank for her outlook for 2024 and top picks. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The mantra of "higher for longer" dominated markets in the last few months but with the year ending, the focus has changed to rate cuts. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank tells us his expectations on the Fed Fund rate for 2024. We also ask him his views of the Singapore dollar and the Ringgit. Image credit: Shutterstock.com See omnystudio.com/listener for p...

The 6-week US equity rally of 2023 was largely driven by tech stocks like NVIDIA. On the other side of the planet, Chinese stocks haven’t fared as well though. Jack Kouzi, Director for Strategy at VFS Group, helps us contextualise what we can expect going into 2024. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Fed, European Central Bank and the Bank Of England are at the end of their tightening cycle but they are facing different economic situations. The US economy is likely to face another rebound while Europe and the UK are already facing recessions. Gold in the meantime gathers more interest due to heightened financial risk concerns. We speak with Laurent Lequeue, Independent Market Analyst on ho...

The Indian equity market overtakes Hong Kong to become the 7th largest market driven by strong inflows. The benchmark NIFTY50 is up 16% on a YTD basis and optimism is expected to continue until the election months in 2024. We speak with Pramod Amthe, Head Of Institutional Equity Research, InCred Capital for his thoughts on the Indian economy and what sectors we should look out for....

Regional stock markets underperformed this year, with the MSCI Emerging Market ASEAN index down 6% year to date. But is it time to relook at these markets? Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management tells us whilst looking at other asset classes like Bitcoin, gold and bonds. Image credit: Shutterstock.com See omnystudio.com/listener for privacy in...

The US market rally came to an end earlier than expected as investors took profit ahead of the Christmas and Year End holidays. But will this sell-off continue in the new year? Tony Nash, CEO of Complete Intelligence tells us his outlook for 2024 and what should be the ideal allocation. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Bank of Japan takes a hold on its policy settings driven by Yen depreciation and weaker domestic consumption. China recovery looks uneven and weak while manufacturing is also very slow to pick up. US rates however look like they have reached their peak and cuts are expected. We speak to Carlos Casanova, Senior Economist, UBP on how to understand the direction of the major economies as they try...