Market Watch

A risk of economic slowdown has increased for US and Europe, and with it a bearish outlook for Oil prices . And with China’s mix economic indicators, what can the PBOC do? We speak with Lee Kian Soon, CEO, Astral Asset Management to get more analysis on the currencies, markets and sectors we should be looking at? Image by: Shutterstock See omnystudio.com/listener for privacy information.

The X -date for the debt ceiling to be raised is drawing close but is this really just a storm in a teacup? Tony Nash, CEO of Complete Intelligence gives us his perspective while we review the results of the most valuable semiconductor company in the world, Nvidia. Image by: Shutterstock See omnystudio.com/listener for privacy information.

With the current impasse between US lawmakers, is there the possibility of a default when the government runs out of money? What would the consequences? Carlos Casanova, Senior Economist, UBP explains this whilst also weighing in on the recent weak economic data emanating from China. Image by: Shutterstock See omnystudio.com/listener for privacy information.

On a year to date basis, Asean equity markets have underperformed North Asia. We ask Andrew San, Head of ASEAN Equities, Amundi Malaysia if there are catalysts for a re-rating. We also ask what is the best investment strategy considering the volatility ahead. Image by: Shutterstock See omnystudio.com/listener for privacy information.

With Janet Yellen warning that the US will run out of cash very soon, how critical is its resolution to the world's largest economy? And what will the repercussions be if a deal cannot be worked out between lawmakers? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us. Image by: Shutterstock See omnystudio.com/listener for privacy information.

The Japanese Nikkei 225 has been one of the hottest markets this year, but the land of the rising sun has lost it’s car status to China. Boosted by sales and exports of electric vehicles, will China continue to be number 1 with the Japanese and Germans responding? To get a view on what sectors will benefit from this expansion, we speak with Kingsley Jones, Chief Investment Officer, Jevons Global....

The SET index has fallen 8.3% year to date, defying expectations that it will enjoy a pre-election rally. Will a coalition government under Pita Limjaroenrat get the support of 376 seats ? To find out the possible scenarios, we speak with Netita Krabuanrat, Head of Institutional Sales, Maybank Securities Thailand. Image by: Shutterstock See omnystudio.com/listener for privacy information.

US and Asian markets had a good day with all major indices turning green, with optimism on the US debt ceiling talks emerging. AI heavy tech stocks has also been surging ahead. To get an outlook on the positive news, we speak with Tim Mulholland, President, TJM Limited, Chicago. Image by: Shutterstock See omnystudio.com/listener for privacy information.

The 2 most populous countries in the world are facing mixed economic fortunes. China’s manufacturing recovery has not met expectations. India is facing disinflation. We speak with Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank on all the mix data we are getting globally Image by: Shutterstock See omnystudio.com/listener for privacy information.

In April, US CPI slowed to below 5% for the first time in 2 years, so what is the direction of central bank monetary policy, and what data points should investors be watching out for? We discuss this with Jesse Liew, Chief Investment Officer, Fixed Income ASEAN at Principal Southeast Asia. This market outlook is brought to you by Principal Malaysia. See omnystudio.com/listener for privacy informat...

In April, US CPI slowed to below 5% for the first time in 2 years, so what is the direction of central bank monetary policy, and what data points should investors be watching out for? We discuss this with Jesse Liew, Chief Investment Officer, Fixed Income ASEAN at Principal Southeast Asia. This market outlook is brought to you by Principal Malaysia. See omnystudio.com/listener for privacy informat...

End of rate hike cycles, bargain hunting for bank stocks, dissapointing China numbers, and the increasing AI hype. Listen to Jack Kouzi, Director for Strategy, VFS Group views on the latest news affecting global markets. Image by: Shutterstock See omnystudio.com/listener for privacy information.

End of rate hike cycles, bargain hunting for bank stocks, dissapointing China numbers, and the increasing AI hype. Listen to Jack Kouzi, Director for Strategy, VFS Group views on the latest news affecting global markets. Image by: Shutterstock See omnystudio.com/listener for privacy information.

President Joe Biden is flying off for the G7 meeting in Hiroshima as crunch talks are will be held at the White House on Tuesday. Weekend discussions among the 2 sides appeared to have progressed well and markets responded. Join Joe Quinlan Chief Market Strategist, US Trust-BOA Private Wealth Management to get his take on the latest US news. Image by: Shutterstock See omnystudio.com/listener for p...

The construction sector expanded by 7.4%, moderating from 10.1% growth in the previous quarter. This does mark the third month of softening construction growth, reflecting industry reports that activity has been slowing. What’s ahead for the Malaysian construction industry - will the downward trend continue or is their upside in the later months of the year? We discuss the sector outlook with Loon...

The recent rise in the Federal Reserve rates does not appear to have affected Asian markets. With China the world’s 2nd largest economy and Asean’s biggest trading partner, King dollar could be losing its grip. Join Clifford Bennett, Chief Economist, ACY Securities, for his views on the situation. Image by: Shutterstock See omnystudio.com/listener for privacy information.

How have the recent governmental rate hikes and boom in tech stocks changed investors' portfolios? Does the KLCI still look attractive and when will it have its own bull run? To get answers on which sectors and markets to hedge your portfolio, we speak with Yeap Jun Rong, Market Strategist, IG International . Image by: Shutterstock See omnystudio.com/listener for privacy information.

The US debt ceiling debate has become a regular affair amongst the political parties in Washington, and is used as a platform for political 'sandiawara'. Talks lead by Biden will continue this Friday at the White House. Will the debt ceiling have a stronger sway to affect markets? To get answers to this, we speak with Tony Nash, CEO, Complete Intelligence. Image by: Shutterstock See omnystudio.com...

China’s latest April trade figures produced a mix bag. And with softer than expected inflation, will China ease its monetary policy? Join Carlos Casanova, Senior Economist, UBP, to see what all this means for ASEAN, China’s second largest trade partner. Image by: Shutterstock See omnystudio.com/listener for privacy information.

The US Nasdaq has performed well this year with a 17% YTD growth rate. But the NIkkei 225 Index and CSI300 Financial Index have started to show signs of life clocking in with 11% and 5% respectively. With fears of the US financial sector, debt ceiling and the risk of a soft landing remaining, Kelvin Wong, Senior Market Analyst, OANDA Asia Pacific joined us to share his thoughts on whether 2023 wil...

Australia, Malaysia, the US Federal Reserve, and European Central Bank have all raised interest rates this month. Singapore did not raise interest rates but hiked up property taxes. Join us to listen to Song Seng Wun, Economist, CIMB Private Banking and how these policy changes are affecting the global stock markets. Image by: Shutterstock See omnystudio.com/listener for privacy information.

US Tech stocks have been riding high with Nasdaq growing 17% YTD. But don’t forget to pay attention to Asia. Listen to Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management’s views on Asian markets, in particular the consumer and banking sectors. Image by: Shutterstock See omnystudio.com/listener for privacy information.

The Fed raised interest rates by 25bps in line with expectations. Tim Mulholland, President of TJM Limited in Chicago tells us what this means for the broader economy and if the terminal rate is within sight. Image by: Shutterstock See omnystudio.com/listener for privacy information.

Joining us to give his thoughts on the JP Morgan bailout of First Republic, being a fan of Apple and UBER, and the surprise 25 bps rate hike from Reserve Bank of Australia is Jack Kouzi, Director for Strategy at VFS group in Sydney. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Traditional media companies continue to be faced with disruption. But with start-ups like BuzzFeed and Vice News closing its doors, is the trusted paper back in fashion or will we see consolidation. We check in with Jeffrey Tan, Analyst, RHB Research to talk about our Malaysian companies and recent corporate moves. Image credit: Anna Nekrashevich See omnystudio.com/listener for privacy information...