Market Watch

The PBOC cut their one and five year loan prime rate by 10 basis points yesterday. We check in with Carlos Casanova, Senior Economist at UBP on his reaction to this and what he expects from Fed Chair, Jerome Powell's Semi Annual Report to Congress. Image by: Shutterstock See omnystudio.com/listener for privacy information.

The Malaysian bond market has been volatile in line with the divergent monetary policies of global central banks. However with the Fed likely to take a hawkish pause at the next FOMC, what impact will that have on our domestic bond. We speak to Ang Beng Kuan, Head of Investments at Hong Leong Islamic Asset Management for the best fixed income investment strategy to adopt in these current markets....

Despite the S&P500 recovering all the losses last year no thanks to 10 successive Fed Fund hikes, are there still legs to this rally? Tim Waterer, Chief Market Analyst at KCM Trade tells us his views whilst also noting that some central banks remain dovish and why. Image by: Shutterstock See omnystudio.com/listener for privacy information.

All things related to AI have rallied since the beginning of the year but are there any gems yet to be discovered? Kingsley Jones, Founder and Chief Investment Officer, of Jevons Global tells us whilst explaining the recent strength of the Australian dollar. Image by: Unsplash See omnystudio.com/listener for privacy information.

Malaysia and Thailand have ambitious tourist arrival targets which should benefit the transport sector. But which stocks are the best proxy to this? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia tells us whilst giving us his view on ports against a backdrop of slowing global trade Image by: Shutterstock See omnystudio.com/listener for privacy information.

The Federal Reserve took a pause. The European Central Bank has taken a hike. And China is making cuts. The 3 biggest economies have all made different decisions this week, though all were in line with expectations. We speak with Tim Mulholland, President, TJM Limited on what it means for markets moving forward. Image by: Shutterstock See omnystudio.com/listener for privacy information.

As expected, the Fed paused but also warned that their hawkish stance is here to stay for a few years. Vishnu Varathan, Head of Economics & Strategy, Mizuho helps us unpack one of the most important meetings in the economic calendar whilst explaining why the Singapore dollar against the Ringgit has a hit another new high. Image by: Shutterstock See omnystudio.com/listener for privacy informati...

With the lowest inflation figure since March 2021 at 4%, will the Fed pause in June's FOMC meeting? Jack Kouzi, Director for Strategy, VFS Group gives us his expectation whilst taking a hard and long look as to why Apple share price continues to inch higher. Image by: Shutterstock See omnystudio.com/listener for privacy information.

Global markets are a tale of two halves with US in bull market territory while China which was supposed to rally this year, has been disappointing. We check in with Patrick Chang, Chief Investment Officer for Equities at Principal Southeast Asia as to whether there will be reversal of flows and what are the other investment opportunities in this region. This market outlook is brought to you by Pri...

Foreign shareholding has been dwindling lower since the 25% highs last seen during GFC. Jeremy Goh, Head of Research at Hong Leong Investment Bank for the reasons why and what would be the catalysts for them to relook at our markets. We also review the recently concluded result season and what are his investment ideas for 2023. Image by: Shutterstock See omnystudio.com/listener for privacy informa...

Markets are waiting with bated breath for the FOMC decision on Wednesday as to whether there will be another rate hike. We ask Song Seng Wun, Economist at CIMB Private Banking as to what goes behind the thinking of the Fed officials. We also ask his expectations for BOJ's monetary policy too as they meet on Friday. Image by: Shutterstock See omnystudio.com/listener for privacy information.

The FOMC meets this week with most economist expecting a rate pause. We speak to Yeap Jun Rong, Market Strategist at IG International as to whether he is in that camp. We also ask why the Singapore dollar has been appreciating and is that momentum sustainable. Image by: Shutterstock See omnystudio.com/listener for privacy information.

Cryptocurrencies have become a more mainstream asset class in recent years although prices have been very volatile. Peter Esho, Co-Founder of Wealthi helps us understand its value and the role in can play in a diversified portfolio. Image by: Shutterstock See omnystudio.com/listener for privacy information.

Swap contracts are pointing towards a Fed rate hike in July. In fact, treasuries are starting to invert again while equity markets continue to be strong. Tony Nash, CEO, Complete Intelligence helps us understand why bonds are pointing towards a recession while equities are not. See omnystudio.com/listener for privacy information.

The Hong Kong and China markets have been a disappointment despite expectation of a rally . We ask Peter Lewis, Director of Peter Lewis Consulting (China) Limited the reasons for this and what to expect for the rest of 2023 Image by: Shutterstock See omnystudio.com/listener for privacy information.

China's macroeconomic data suggest that economic recovery has been mixed. We ask Carlos Casanova, Senior Economist, UBP the reasons for this despite the initial euphoria. We also ask if measures such as lowering deposit rates will have a positive impact on their economy. Image by: Shutterstock See omnystudio.com/listener for privacy information.

Corporate result season in Malaysia has just come to an end. We speak to Imran Yusof, Head of Research at MIDF Amanah Investment Bank whether this will change his year end forecast for FBMKLCI and FBM70. We also ask what investment strategy works in these markets and his top picks. Image by: Shutterstock See omnystudio.com/listener for privacy information.

The S&P500 was in bull market territory for a short while with the index up 20% from recent low's before returning its gain. We ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management why are markets moving like this. We also ask about China's economy recovery and how correlated it is to Asean equity performance. Image by: Shutterstock See omnystudio.com/listener for...

The FTSE Bursa Malaysia Small Cap Index has only registered a decline of less than 1% compared to the broader FBM KLCI which is down by close to 7% on a year to date basis. We check in with Lee Meng Horng, Head of RHB Malaysia Small Cap Research on how to pick the small cap winners on the back of their recently published 2023 Small Cap Jewel Report. Image by: Shutterstock See omnystudio.com/listen...

Despite a debt crisis averted, where are markets heading? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management warns that markets may actually be heading for a correction as valuations are expensive whilst technology is a crowded trade. Image by: Shutterstock See omnystudio.com/listener for privacy information.

A debt crisis appears to have been narrowly avoided in the US but the uncertainty has weighed on currencies. We speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank to understand the correlations with a focus on the pound, yen, singapore dollar and of course, the ringgit. Image by: Shutterstock See omnystudio.com/listener for privacy information.

A debt crisis appears to have been narrowly avoided in the US but the uncertainty has weighed on currencies. We speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank to understand the correlations with a focus on the pound, yen, singapore dollar and of course, the ringgit. Image by: Shutterstock See omnystudio.com/listener for privacy information.

The Nasdaq continues to rally, up 25% on a YTD basis but on closer examination, it's thanks to just a handful of names like Apple, Nvidia and Microsoft. Should we be worried?  Jack Kouzi, Director for Strategy, VFS Group tells us his perspective whilst weighing in who else is a beneficiary of fund flow into AI. Image by: Shutterstock See omnystudio.com/listener for privacy information.

Asian stock markets are whipsawing between U.S debt ceiling concerns and a slowing Chinese economy. How should investors factor these themes in their investment portfolios? We discuss market trends with Yeap Jun Rong, Market Strategist with IG International .  Image by: Shutterstock See omnystudio.com/listener for privacy information.

House Speaker Kevin Mc Carthy and President Joe Biden have agreed to a debt ceiling deal in principle, after breakthrough talks over the weekend. But are both sides happy with the compromise? We find out more insights from Tim Waterer, Chief Market Analyst, KCM Trade and the impact for markets heading to the dateline day of 5 June. Image by: Shutterstock See omnystudio.com/listener for privacy inf...