Market Watch

The KL Property Index rallied by 33% on a year to date basis with a sudden surge in July. Loong Kok Wen, Regional Head of Property, RHB Investment Bank tells s the reasons for this rally, if it still has legs and what her top picks are. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

The RBA kept the overnight rates on hold as expected. Jack Kouzi, Director for Strategy at VFS Group tells us the central bank made that decision and what this means for their dollar. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

The 2nd quarter result season for Malaysian corporates has just concluded. What were the positive and negative earnings surprises? Imran Yusof, Head of Research at MIDF Amanah Investment Bank tells us and also gives us their top picks for the markets and who could be the winners from NETR. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Historically September is a bad month for markets but are there reasons to stay invested? Yeap Jun Rong, Analyst at IG International tells us his views whilst we also ask if Singapore banks will outperform for the rest of 2023. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Volatile best describes equity markets in 2023 although strong themes emerged while the long-awaited recession in the US never seemed to materialise while all eyes remained on the Fed Fund rate. We feature the 15 stocks that grabbed headlines this year. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

With the Fed Fund rate going higher for longer, is the tech rally sustainable? A pertinent question we ask Kelvin Wong, Senior Market Analyst at Oanda whilst asking him what are the other investments we should consider. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Baidu’s share price rose on news that China's government approved its A.I model for the first time. Tina Teng, Markets Analyst at CMC Markets weighs in on if there are other AI opportunities in that market and if it's more hype than substance. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Without any warning the largest Chinese banks cut both mortgage and deposit rates. We ask Carlos Casanova, Senior Economist at UBP if this the stimulus needed to revive confidence and spending. image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management unpacks Jerome Powell's comments from Jackson Hole, upcoming US economic data and whether the magical 2% inflation target can ever be reached. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Jerome Powell's keynote speech from Jackson Hole tells us that inflation is far from target and unless the data tells them otherwise, rates will be higher for longer. We explore what this means for corporates and consumers in the US with Kingsley Jones, Founder and Chief Investment Officer of Jevons Global. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

NVDIA is the only AI game thus far in picks and shovels, so be careful not to paint all tech and AI stocks with the same brush during this period of irrational exuberance. Should investors take profit as the markets need a healthy tactical correction? Or will the magnificent 7 charge on for the 2nd half of the year despite the interest rates expected to remain higher and longer? We speak with Tim...

Will central bank governors convening in Wyoming find their R-Star, where the real interest rate is neutral and at equilibrium? And will they continue to tighten monetary policy to achieve the 2% inflation target? We speak with Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank to get the answers, his 2023 GDP projections for the world’s 2 largest economies, and what impact can an expa...

The listing of ARM with 28 bankers involved is going to be the biggest US IPO of the year. But is this UK semiconductor more hype than substance? Jack Kouzi, Director for Strategy from VFS tells us. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

The Jackson Hole symposium is keenly watched especially the speech from Fed Chair Jerome Powell as it will give clues to the Fed fund rate direction for the year. Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management tells us his expectations whilst telling us that there is interest in ASEAN, due to the slowdown in China. Image Credit: Shutterstock See omnystudio.com/l...

As the Federal Reserve meets for their annual symposium at Jackson Hole, will the hawks or doves dominate? Tim Waterer, Chief Market Analyst, KCM Trade gives us his views. We also examine the macro data from China to separate the noise from reality in terms of how the economy is really doing. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

US markets have dropped for 3 consecutive days, even with the quarter earnings reports beating most street estimates. Are investors cashing out from the US markets, sensibly taking profits? We speak with Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management on the blip in the US markets and whether it is just a healthy correction, and will rebound for the rest of 2023? Image...

Fed minutes reveal that inflation is still a concern which suggests that rate hikes will continue while ratings agency Fitch is sounding the warning bell on 1st tier banks. Tony Nash, CEO of Complete Intelligence tells us what the repercussion of this are. Image by: Shutterstock See omnystudio.com/listener for privacy information.

China, in a surprise move, lowered the rate on its one-year loan by 15 bps, to 2.5%, the largest cut in 3 years. What forced the hands of the new governor of the People's Bank Of China, Pan Gongsheng? Carlos Casanova, Senior Economist at UBP tell us. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

We take a look at Singapore, after a GDP forecast downgrade and barely averting a recession in the 2nd quarter of this year. So what is the outlook for Singapore, as the economic downturn and geopolitical tensions continue into the second half of 2023? We speak with Geoff Howie, Market Strategist at the Singapore Exchange, who shares his views on the outlook for the island state. Image Credit: Shu...

With the Nasdaq up more than 30% on a year-to-date basis, is this time to plough more money into the tech sector? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us his views whilst commenting on the Chinese economy which he sees as he new headwind. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Normally state elections have little impact on equity markets but with a Unity Government in place, things were seen differently. Now that it has been confirmed that the outcome is one of status quo, what is the ideal investment strategy to adopt? Alexander Chia, Head of Regional Equity Research of RHB Investment Bank shares with us his perspective whilst weighing in on the sectors and stocks to b...

We speak with Peter Esho, Economist and Chairman at Wealthi, on his views on oil, copper and iron commodity sector and the energy transition away from black gold. Then we talk economics and markets, and his bullish views on the US economy, jobs, and equities. Then on the flip side, he shares his cautious views on the China economy, liquidity, fiscal stimulus and government debts. See omnystudio.co...

The Yen has depreciated against the US dollar to 146-147 levels which is close to the historical high. Will this force the hand of the Bank Of Japan to intervene? Tim Mulholland, President of TJM Limited in Chicago shares with us his perspective on this and what it also means for the equity market. Image by: Shutterstock See omnystudio.com/listener for privacy information.

We speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank about how China's recent worrying data has broader global investment implications as we await US's latest CPI print. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Global markets appear to be at crossroads with Chinese economic data sequentially weaker while the US economy increasingly looks stronger despite record rates. With the US and China seemingly headed in opposite directions, what then is the best asset allocation for a market like this? We check in with Patrick Chang, Chief Investment Officer, Equities, Principal Southeast Asia This market outlook i...