Market Watch

JP Morgan played the white knight by rescuing First Republic Bank but is the end of the banking sector? Will there be a contagion effect and what happens if other regional banks fail. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

U.S. economic growth decelerated to a 1.1% annual rate in the first quarter while inflation remains stubbornly high. Will this change the trajectory of the Fed Fund rate? Tim Waterer, Chief Market Analyst, KCM Trade tells us his expectations. We also try and understand why oil prices are falling. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

First Republic shares tanked again on the back of fears that this troubled bank is heading for collapse. Tony Nash, CEO of Complete Intelligence gives us a view as to whether the worst is over for banks in the US. We also ask him why the recent results of technology companies like Meta, Microsoft and Alphabet were better than expected. Image credit: Shutterstock See omnystudio.com/listener for pri...

There was a shift to safe haven US Treasuries after First Republic announced a potential asset sales, raising concerns that the banking crisis may not be over. Will there be a shift in monetary policies especially in Asia which are ahead of the Federal Reserve. Carlos Casanova, Senior Economist, UBP tells us. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

With 70% of US company results released beating market expectations, we ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management what kind of resiliency does this signal about corporate America. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

With the Monetary Authority of Singapore joining the camp of central banks that have opted to pause interest rate hikes, we speak to Geoff Howie, Market Strategist, Singapore Exchange whether the Singapore stock market can still outperform. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

We review China's 1st quarter GDP figures of 4.1% with Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank to find out if there is upside risk to the government's target of 5% for 2023. We also ask what is the state of the US economy with the conflicting macro data points. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Netflix reported subscriber growth that was be low street expectations. Jack Kouzi, director for strategy from VFS Group tells us why it’s still a buy while telling us the possible reasons why SoftBank is selling its Alibaba shares Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Recent indicators pointing to softer inflation and employment levels, as well as positive Q1 banking earnings potentially suggest less pressure for the Fed to continue rate hikes. Will this calm market volatility or do further headwinds remain? We speak to Tan Teng Boo of Capital Dynamics for his outlook on global equities. Image credit: Shutterstock See omnystudio.com/listener for privacy informa...

Bond yields have risen across all durations, Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management explains what this means whilst we also look at the UK market to see what opportunities there are. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

The utility sector is perceived to be a defensive, high yielding sector especially power companies. However in Malaysia's case, with a subsidy provided, what impact does it have on the listed companies. in particular Tenaga. Chong Lee Len, Analyst at UOB Kay Hian tells us. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

What do the results of JP Morgan, Citigroup and Wells Fargo tells us about the banking sector? Stephen Innes, Managing Partner at SPI Asset Management tells us this plus his top picks for the US market and if there are better options elsewhere. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Markets started the year on a positive note but have since become volatile on the back of the mini banking crisis, hawkish monetary policy and geopolitical tensions. How then should we navigate markets? Patrick Chang, Chief Investment Officer for Equities at Principal Southeast Asia gives us his views. This market outlook is brought to you by Principal Malaysia. See omnystudio.com/listener for pri...

Warren Buffet has increased his stake in Japanese trading houses of late. We ask Kingsley Jones, Chief Investment Officer at Jevons Global as to why we should be paying attention to these companies and what other investment ideas he has for Japan. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

We ask Tony Nash, CEO, Complete Intelligence his take on recent U.S CPI numbers that came out last night and will it give the Fed any cause for concern at their upcoming FOMC meeting. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

India's consumer inflation fell back to the Reserve Bank’s 2-6% target range for March, which is the first time this year that it wasn’t above the central bank’s ceiling suggesting that the RBI may pause its rate hikes. So is it time to relook at the Indian equity after a negative start to the year? Pramod Amthe, Head of Research, Incred tells us his views. Image credit: Shutterstock See omnystudi...

CPO futures are down 5% on a year to date basis. This despite the reopening of China which is one of the largest buyers of vegetable oils. Hoe Lee Leng, Regional Head of Plantations at RHB Investment Bank explains this price weakness whilst telling us her CPO price expectations for 2023 and what stocks might outperform. Image credit: Shutterstock See omnystudio.com/listener for privacy information...

Critical CPI figures will be released this week and all eyes will be on that as it gives clues on how hawkish the Federal Reserve will be. Carlos Casanova, Senior Economist at UBP gives us his forecast of the terminal rate and is it too soon to even think of rate cuts. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management reminds us what are the risks to pay attention to when it comes to markets and the importance of ignoring the noise. He also gives us his view on where oil prices are heading and why. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

With borders reopening and removal of almost all covid restrictions, what has the impact been on the gaming sector. Yin Shao Yang, Associate Director of Maybank Investment Bank gives us his call on the sector and top picks. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

2023 has been a volatile year for equity markets but will it pay to stay invested? Peter Lim, Chief Research Officer at Trident Analytics gives us his views whilst telling us which sectors will outperform on Bursa Malaysia. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

The FBMKLCI is once again one the worst performing markets in Asia, down close to 5% on a year to date basis. However it is time to deploy cash and what are the rerating catalysts? Kenny Yee, Head of Research, Rakuten Trade tells us his views whilst giving us some investment ideas for 2023. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

All eyes will be on the critical US job data as it gives us a clue as to how close we are to the terminal rate which has become challenging to forecast as the macroeconomic data is mixed. Tim Mulholland, President of TJM Limited in Chicago tells where to park our money in these confusing times. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

The Singapore Urban Redevelopment Authority (URA) reported that private home prices in Singapore increased by 3.2 percent in the first quarter of 2023. Is this positive price momentum sustainable and are commercial properties also seeing a recovery? Ken Foong, analyst at Bloomberg Intelligence gives us an update. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

With macroeconomic data pointing to a slower economy in the US, is the Fed Fund terminal rate near? Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank gives us his views whist telling us the repercussions of rising oil prices on global growth. Image credit: Shutterstock See omnystudio.com/listener for privacy information.