Market Watch

Markets continue to rise driven by optimism due to positive macro events. Will this sustain as it is further fueled by holiday period optimism or dissipate as we approach the coming election year. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management shares with us on what's keeping the market buoyant. Image credit: Shutterstock.com See omnystudio.com/listener for...

China is on every economy’s mind as they chug along to recovery. Australia, not immune to China’s slowdown hopes for rising demand for its minerals while the Reserve Bank of Australia maintains a more cautious approach to manage interest rates for fear of the property market heating up. We speak with Kingsley Jones, Chief Investment Officer, Jevons Global to hear what indicators investors should&n...

There is growing excitement in the financial markets as the Fed leans towards a more dovish tone. However, some global banks have a more conservative opinion as headwinds have not at all disappeared. Rena Kwok, Credit Analyst, Asian Financials of Bloomberg Intelligence discusses how resilient ASEAN lenders are as we approach the new year. Image credit: Shutterstock.com See omnystudi...

With the Fed holding rates steady last Wednesday and the FOMC looking at three rate reductions, what does 2024 hold for markets? We look to Tom Mulholland for insights on this, as well as diversifying investments away from the Magnificent Seven, the Greenback’s dovishness and falling oil prices. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

MIDF Amanah Investment Bank released their 2024 outlook on Malaysia, forecasting a GDP growth of 4.7%. The positive outlook is driven by improved trade conditions, softening global headwinds and China’s recovery. Imran Yusof, their Head of Research, explains to us how we can take a position on this positive news flow. Image credit: Shutterstock.com See omnystudio.com/listener for privacy...

The Fed’s dovish announcement has pushed markets to price in rate cuts for next year. However, there is still conservatism among some central banks such as the Bank of Japan and the Reserve Bank of India. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank gives his view on where markets will head as we face a new liquidity environment. Image credit: Shutterstock.com See omnystudio...

The total value of construction work in the 3rd quarter was the highest in 14 quarters at RM 33.4bn. Is this the beginning of strong project wins for 2024 and who would be the winners for this sector? We speak to Chong Tjen San, Director, CGS-CIMB Securities for his outlook. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US markets are rallying on the likelihood of a ‘Goldilocks’ scenario: one where there is economic growth without recession, coupled with Fed rate cuts next year due to falling inflation. Jack Kouzi of VFS Group weighs in on whether this is a realistic projection, as well as the outlook for Chinese equities against the backdrop of a softening economy. Image credit: Shutterstock.com See omnystudio.c...

Rubber glove maker stocks performed very well during the pandemic. This was largely fuelled by global shortages and strong demand from both institutional investors as well as retailers. Now, production has rationalised and demand has fallen leaving the major players standing with lots of cash reserves. Oong Chun Sung, Equity Research Analyst, RHB Research shares with us on what lies ahead for one...

The central banks of the US, the UK, Europe, Norway and Switzerland are set to conduct policy meetings on Thursday, while spot gold has declined nearly 6% after hitting the all-time high of USD2,100 per ounce on Dec 3rd. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management analyses market reactions as the year comes to a close. Image credit: Shutterstock.com See...

The Yen made strident gains versus the U.S Dollar in recent days on rumours that the Bank of Japan will dismantle its negative rate policy at its December meeting. We discuss the policy direction of the BOJ as well as other central banks and their impact on market sentiment with Kelvin Wong of OANDA. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With the conclusion of third quarter results, we take stock of how the bank players have performed. Samuel Woo, Equity Research Analyst, MIDF shares with us how loan growth has been so far and what we can expect on dividend yields moving forward. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

As markets wrap up 2023, how are investors positioning themselves for the year ahead? We discuss expectations for the US economy with independent market researcher Laurent Lequeu. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Oil prices are at a six-month low despite OPEC+ committing to supply cuts till March 2024. Tony Nash, CEO, Complete Intelligence explains why whilst weighing in on the next move by the Federal Reserve on the back of the job data. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

2023 has been a rather tepid year for Singapore equities with a 5.5% decline on a year to date basis for the STI. Will 2024 be the year that the Straits Times Index outperforms? Thilan Wickramasinghe, Head of Research, Singapore, Maybank Investment Bank tells us why we should not ignore that market and what we should be adding to our portfolio. Image credit: Shutterstock.com See omnystudio.com/lis...

Moody’s has downgraded its outlook on China’s government credit ratings to negative from stable, while also lowering GDP growth expectations. The Australian dollar has also been strengthening against the US dollar. Carlos Casanova, Senior Economist at UBP breaks down the various issues driving markets. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

What does the recently concluded 3rd quarter result season tell us about earnings growth for this year and 2024? Jeremy Goh, Head of Research, Hong Leong Investment Bank reviews the results for us whilst telling us how we should approach markets for the new year. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

November was the best month for markets this year but can that rally continue into 2024 as the first few days of December has seen selling pressure. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his expectations and if it's time to relook at Emerging markets. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Royal Bank Of Australia will be meeting on Tuesday with most economists expecting the central bank to keep to their cash rate of 4.35%, which is a 12 year high. Kingsley Jones, Chief Investment Officer at Jevons Global tells us his expectations whilst weighing in on the Australian dollar which has been weak against King dollar. Image credit: Shutterstock.com See omnystudio.com/listen...

The U.S stock market performed strongly with the S&P 500 notching one of the best rallies in November. Is a Santa rally in December all but a dead certainty? Tim Mulholland, President, TJM Limited, Chicago tells us whilst explaining why oil prices are weak despite OPEC+ cutting supplies. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

3Q US GDP surprised on the upside at 5.2% despite the high Fed Fund rates. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank tells us if this will cement the current mantra of higher for longer for rates. We also explore why the Ringgit continues to be weak against the US dollar whilst other Asian currencies fare better. See omnystudio.com/listener for privacy information.

With the recent rally in the NASDAQ100 and the S&P 500 indices, should investors keep the faith and remain in technology stocks for the time being? Will Chinese A.I players be able to compete against their U.S counterparts like NVIDIA and Microsoft? Also, Charlie Munger’s demise brings us to reflect on his legacy and wisdom he has left the investment fraternity. Jack Kouzi, Director for Strate...

Black Friday was estimated to have generated $USD9.8 billion in online sales, up 7.5% from a year ago - what does this indicate about the strength of American consumption? We discuss the market trends with Joe Quinlan of the US Trust-BOA Private Wealth Management. See omnystudio.com/listener for privacy information.

The Black Friday sales are a keenly watched barometer on the strength of the US consumer. We check in with Kelvin Wong, Senior Market Analyst, OANDA for his take on the sales figures. We also ask what are the other key economic data points we should be looking out for as 2023 draws to a close. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

As the US markets take a breather for Thanksgiving, independent Economist Clifford Bennett discusses the long-term strategy for tech stocks, including the AI theme. He also weighs in on expectations for the Reserve Bank Australia ahead of its next meeting. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.