Market Watch

The Dow has returned all the year to date gains. Is this cause for concern and a sign that US markets are firmly in bear territory? Jack Kouzi, Director for Strategy, VFS Group tells us whilst we also dive into the Australian equity market. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

On a year to date basis, the FBMKLCI is down 5%. Will the Malaysian equity market continue its track record of disappointing investors? We ask Imran Yusof, Head of Research, MIDF Investment Bank if the 4th quarter will surprise on the upside and what sectors to pay attention to. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Markets have been volatile but with US result season starting soon and perhaps the end of the Fed tightening cycle, how will markets perform in the last quarter of the year and even in 2024? Questions we pose to Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

This week's US PMI figures may give a sign as to whether the Fed's current hawkish stance remains but until then central banks in Asia have been in a quandary. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank explains why and also where the Ringgit is heading in this era of King Dollar. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

We speak to Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management about the impact a potential US government shutdown will have on the US and broader global economy. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US markets have been correcting on the back of Fed rates staying higher for longer. Clifford Bennett, Chief Economist at ACY Securities tells us if the selling will persist and if so, are there any investment opportunities that will be a good hedge against this. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Evergrande failed to meet its local debt obligations while prior executives have been detained. Will this have a contagion effect on the wider Chinese economy or even markets in the region? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us whilst diving into what ails the US economy. Image credit: Shutterstock.com See omnystudio.com/listener for privacy inform...

The Japanese equity market has had a stellar run this year on the back of structural reform. Kingsley Jones, Chief Investment Officer of Jevons Global tells us what those reforms are, does the market still have legs despite the potential headwinds and who could potentially be the long term winners of this. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The GDP contribution from NIMP and NETR can be significant with strong tailwinds. So what are the sectors that stand to benefit despite the recently weak earnings season? Tushar Mohata, Head of Research, Nomura Malaysia gives us his views. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US markets declined the most in 6 months on the back of Fed Fund rates being higher for longer than expected. Tim Mulholland, President, TJM Limited, Chicago explains why and what are the safe haven investment opportunities available as we may see a correction in equities. See omnystudio.com/listener for privacy information.

The JCI has been the best performing market in ASEAN, up close to 3% on a year to date basis. Jerry Goh, ASIA Equities, Investment Manager at ABRDN tells us if this positive momentum will continue for the year and what are the reasons for this bullishness. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The US Federal Reserve - as expected - held interest rates steady but stiffened its hawkish stance, signalling another increase by year's end. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, breaks down the market reaction to the announcement and the likely impact on regional currencies including the Malaysian ringgit. Image credit: Shutterstock.com See omnystudio.com/listener for...

Instacart debut on the Nasdaq with their shares popped 40% to open at 42 dollars. Jack Kouzi, Director for Strategy at VFS Group tells us the prospects of these IPOs, and expectations from Fed meeting this week. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

IG International believes equity markets may see some optimism with the US Federal Reserve likely to maintain a hawkish pause in interest rates when it makes its decision this week. However, it analyst Yeap Jun Rong will also be watching for more hints and signals when Fed Chair Jerome Powelll holds a press conference after the decision is announced, which will also drive direction for other marke...

Srettha Thavisin has been Thailand's prime minister for just under one month and he has already unveiled a largely populist economic policy aimed to kickstart the economy. This involved lowering the price of electricity and diesel, as well as a THB560 billion cash handout plan for 55 million Thais. Poon Panichpibool, Markets Strategist, Krung Thai Bank shares with us the impact of these policies o...

The US Federal Open Market Committee meeting this Wednesday is being closely watched, with a surge in crude oil prices likely to drive up inflation. This comes as the European Central Bank unexpectedly announced a tenth consecutive rate hike this week. Tareck Horchani, Head of Dealing, Prime Brokerage, Maybank Securities Singapore, breaks down what to pay attention to while making your investment...

Jesse Liew, Chief Investment Officer, Fixed Income, Principal Southeast Asia shares with us the notable shifts in the global economic landscape, expectations of GDP, and the outlook for bond market moving forward. See omnystudio.com/listener for privacy information.

We speak with Laurent Lequeu, Head Of Research, Lumen Capital Investors to talk about all the news moving the markets, including the fiscal stimulus from the US government, the strengthening of the US Dollar, the underperformance of bond market, China export hopes to its BRICS partners and ASEAN nations, and Softbank ARM’s successful IPO debuting with a 25% jump on NASDAQ. See omnystudio.com/liste...

US inflation accelerated in August for the second-straight month, due to higher petrol prices as crude oil prices also move up. Tony Nash, CEO of Complete Intelligence opines that the Federal Reserve will more than likely stand pat on interest rates. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Carlos Casanova, Senior Economist, UBP shares his insights on recent market developments and quiz him on Japan’s Q2 GDP revision is a red herring amid the Japanese yen continuing its deteriorating performance against the US Dollar. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

The European Central Bank is the only G7 central bank with a monetary policy decision this week. Analysts are mixed on the direction of the main refinancing rate as Germany continues to struggle with a recession, and inflation and currency woes hit Europe. We speak with Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management on the ECB decision in the backdrop of released U.S...

China and Australia appear to be reaching some form of equilibrium after years of uneasiness that included reduced investments and tariff hikes. India's industries are also seen to be moving forward. Kingsley Jones, Chief Investment Officer at Jevons Global breaks down how to navigate these latest developments. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Are there still opportunities to invest in China amid the sluggish growth outlook? Tim Mulholland of TJM Limited gives us the sectors to watch, as well as his take on the likelihood of a US recession and the current IPO landscape. Image Credit: EPA-EFE See omnystudio.com/listener for privacy information.

The US dollar is soaring on the back of expectations that US interest rates will stay higher for longer, putting pressure on currencies including the Yen and Renminbi. We contrast the responses of the Bank of Japan and the People's Bank of China with Vishnu Varathan of Mizuho Bank. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

China's economy has perennially influenced Asian markets with the emerging markets of ASEAN particularly affected. Khoo Hsien Liang, Portfolio Manager, AHAM Capital talks to us about his outlook on how equities in Singapore, Thailand and Indonesia might perform on the back of a strengthening US dollar and domestic developments in each country. Image Credit: Shutterstock See omnystudio.com/listener...