Market Watch

The US courts have approved Microsoft's USD62 billion acquisition of Activision. Jack Kouzi, Director for Strategy from VFS Group weighs in on whether this is good for the industry. Also giving us an outlook for the upcoming result season in US starting with the Banks. Image by: Shutterstock See omnystudio.com/listener for privacy information.

On year to date basis, the Thai equity market has been the worst performing in Asean, down 10%. However it is time to relook at this market with the potential appointment of a Prime Minister? And what are the themes or sectors we should consider. Poon Panichpibool, Markets Strategist at Krung Thai Bank gives us those answers. Image by: Shutterstock See omnystudio.com/listener for privacy informati...

The data points for the Chinese economy have been tilting to the downside which begs the question as to why there is no large scale stimulus yet. Peter Lim, Chief Research Officer from Trident Analytics gives us his perspective while weighing in on the PBOC's Yuan policy. Image by: Shutterstock See omnystudio.com/listener for privacy information.

The Bursa Malaysia Construction Index has outperformed the broader market as it is up by 7% on a year to date basis. With the value of construction work done in the first quarter of this year exceeding 32 billion ringgit, a growth of 9.2% year-on-year, is it time to buy construction stocks? Or are there any headwinds that persist? Questions we ask Loong Chee Wei, Senior Associate Director, Affin H...

Peter Esho, Co-Founder of Wealthi, unpacks wobbly global equities performance amid signs of a slowdown in the US economy due to nonfarm payrolls in June registering below consensus estimate Image by: Shutterstock See omnystudio.com/listener for privacy information.

300,000 cars have already been sold this year, beating industry expectations. What explains this despite the slowing economic growth and the end of the sales and service tax holiday. Daniel Wong, senior analyst at Hong Leong Investment Bank explains whilst telling us his top auto picks. Image by: Shutterstock See omnystudio.com/listener for privacy information.

Financial markets have displayed unexpected resilience despite a slowdown in the global economy, a US regional banking crisis, and a sputtering recovery of the Chinese economy. We speak to Laurent Lequeu, Head Of Research at Lumen Capital Investors on his outlook for the second half of the year, the FOMC minutes of further rate hikes, and the injections of shadow liquidity into the U.S financial s...

Singapore may attract top artists from Jacky Cheung, Coldplay and Taylor Swift to play multiple nights of concerts but does this city state offer the best investment ideas? We speak to Adrian Loh, the Head of Research of UOB Singapore to find out. Image by: Shutterstock See omnystudio.com/listener for privacy information.

According to the latest Federal Open Market Committee (FOMC) minutes, policymakers unanimously agreed to keep the target range of the Fed Funds Target Rate (FFTR) unchanged at 5.00%-5.25%, maintaining their stance to achieve the 2% inflation target. We speak with Tony Nash, CEO, Complete Intelligence, to get his views on the minutes and the expected FOMC move in July. Image by: Shutterstock See om...

Although the spread between the yields of MREITs and the 10 Year MGS has narrowed, are REITs still a good investment? Jessica Low, Senior Analyst at MIDF Amanah Investment Bank shares her views whilst giving us her call and top picks for the sector. Image by: Shutterstock See omnystudio.com/listener for privacy information.

China's economy post reopening has been disappointing but the Government's response appears muted. We ask Kelvin Wong, Senior Market Analyst, OANDA Asia Pacific for reasons why, whether it can still achieve its 5% GDP growth target and what is the PBOC's policy for the Yuan. Image by: Shutterstock See omnystudio.com/listener for privacy information.

April’s export data revealed that the rubber industry may have yet to bottom as volume for gloves contracted by 35% month on month. But with the share prices of leading glove stocks down by 90% from their peak. Is it time to relook the sector? Oong Chun Sung, Equity Research Analyst, RHB Research tells us. Image by: Shutterstock See omnystudio.com/listener for privacy information.

The AI frenzy has caused selected tech stocks to hit new highs but are there opportunities here in Asia? Yeap Jun Rong, Analyst at IG International helps us breakdown the potential winners whilst commenting on oil price direction. Image by: Shutterstock See omnystudio.com/listener for privacy information.

Asean equities in general did not have a good start to the year with fund flows moving to developed markets like US, Korea and Japan. However, will the 2nd half of 2023 paint a different picture? We check in with Simon Lim, Head of Equities at Hong Leong Asset Management to find out which markets is he a fan of for the 2nd half of the year? Image by: Shutterstock See omnystudio.com/listener for pr...

Kingsley Jones, Founder and Chief Investment Officer, Jevons Global helps us pick apart US markets and gives his perspective on tech, healthcare and commodities as we enter the 2nd half of 2023 Image by: Shutterstock See omnystudio.com/listener for privacy information.

With US markets facing increasing volatility whilst corporate earnings are likely to remain soft until 2024. Where should we park our money? Tim Mulholland, President, TJM Limited weighs in on this whilst also telling his expectations with regards to Fed rate hikes. Image by: Shutterstock See omnystudio.com/listener for privacy information.

Indonesia for the 1st quarter recorded GDP growth of 5% as domestic demand remained resilient and strong fundamentals. But yet the (JCI) The Jakarta Stock Price Index has declined by more than 2% on a year to date basis, but it is still one of the better performing markets in Asean compared to Thailand and Malaysia. We check in with Jerry Goh, Investment Manager at ABERDEEN for the economic outloo...

Tech mega caps rallied last evening despite recent warnings that valuations are the too rich by notable research outfits. We ask Jack Kouzi, Director for Strategy at VFS Group if he is a bull or bear for tech or if there other investment opportunities that we should ignore Image by: Shutterstock See omnystudio.com/listener for privacy information.

Andrew Krei, Co-chief Investment Officer at Crescent Grove Advisors gives his perspective on how share markets will fare in the coming weeks with U.S stocks pulling back as recessionary fears take centre stage after successive weeks of gains Image by: Shutterstock See omnystudio.com/listener for privacy information.

The Bursa Malaysia consumer Index has declined by 6.7% on a year to date basis, almost in tandem with performance of the FBMKLCI which is down by 7%. With no themes emerging, is this a case of just the fundamentals of each company and will the 2nd half of 2023 tell a different story? We discuss the outlook for consumer stocks with Soong Wei Siang, from RHB Investment bank, and get his top picks fo...

With Wall Street breaking a streak of eight consecutive weekly gains, we ask Clifford Bennett, Chief Economist, ACY Securities why did investors take money off the table and whether mounting longer term recessionary concerns are impacting short term investor sentiments Image by: Shutterstock See omnystudio.com/listener for privacy information.

The Nifty 50 is only up 4% on a year to date basis but is the more upside to the market when there are a plethora of economic positives going for the world's most populous country. We speak to Pramod Amthe, Head of Research, Incred to find out Image by: Shutterstock See omnystudio.com/listener for privacy information.

The Bank of England surprised markets with a 50bps hike on the back of inflation with the Governor citing that further increases can be expected. We speak to Hebe Chen, Market Analyst at IG International for her reactions and also where major currencies are headed. Image by: Shutterstock See omnystudio.com/listener for privacy information.

Fed Chairman Jerome Powell maintained his hawkish stance warning that hikes were still imminent during his semi annual briefing to congress but can the economy withstand more hikes especially the housing sector. Tony Nash, CEO of Complete Intelligence tells us. Image by: Shutterstock See omnystudio.com/listener for privacy information.

Despite a return of -1% for the STI on a year to date basis no thanks to the weak performance of the banking and property sectors, are there still reasons to be positive on Singapore? Thilan Wickramasinghe, Head of Research Singapore at Maybank Investment Banking Group Research shares his ideas with us. Image by: Shutterstock See omnystudio.com/listener for privacy information.