Market Watch

With Bursa Malaysia Finance Index down by 4.4% on a year to date, we get more insights from Chan Jit Hoong, Analyst, Hong Leong Investment Bank on whether it is time to relook at this sector and whether the fundamentals point to undervaluation as the dust settles on the mini banking crisis. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Nasdaq has rallied 16% on a year to date basis despite the hawkish Fed Monetary policy. We ask Jack Kouzi, Director for Strategy, VFS Group if we should stay a tech bull or is it time to lock in those gains. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

OPEC+ surprised markets by cutting oil by another 1.1mn barrels a day. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us what impact it has on inflation and whether it makes the job of the Federal Reserve and ECB much harder. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Once again the Malaysian equity market as measured by the FBMKLCI remains one of the most unloved markets in Asia. Imran Yusof, Head of Research at MIDF Amanah Investment Bank gives us the reasons for this whilst giving us the outlook for the rest of the year and his top picks for the market. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Markets continue to inch up despite the strong inflation figure. What is the recent for this disconnect and can it continue? Stephen Innes, Managing Partner at SPI Asset Management explains why. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

The Indonesian capital markets wrapped up 2022 on a high note, doing much better than other markets. However in 2023 some of that shine seems to have rubbed away with a flat performance on a year to date basis. Jerry Goh, ASIA Equities, Investment Manager, ABRDN gives us his outlook for Indonesian equities. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Clifford Bennett from ACY Securities helps us distill the impact of the banking crisis on markets in the short and mid term as the Fed weighs how it will balance financial stability and rising inflation. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

The Hang Seng Index has underperformed other North Asian markets despite earlier optimism over the reopening of China. We speak to Peter Lewis, Founder and Director of Peter Lewis Consulting (China) Limited as to the reasons for this and why it pays to still keep an eye on this market. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

The Nasdaq is up 14% on a year to date basis despite the economic slowdown, the banking crisis and the persistent Fed Hawkish policy. Tony Nash, CEO of Complete Intelligence helps explain why and also if gold, yen and the US dollar remain safe haven assets. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Oil prices remained volatile in 2023 with WTI starting the year at USD80bbl to then tumble to a low of USD67 bbl recently in mid March. Since then oil prices have recovered somewhat but is this recovery sustainable? Tj Liaw, Regional Head of Oil and Gas at Maybank Investment Bank gives us his oil price outlook and who will the winners of this price rally. Image credit: Shutterstock See omnystudio....

The banking crisis continues to unfold but what are the repercussions to Asia? Carlos Casanova, Senior Economist at UBP explains this to us while giving us his forecast of Hong Kong's growth for 2023. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

The fallout from the SVB and U.S banks seems to have spread to Europe with Deustche Bank the most recent target. Tim Waterer, Chief Market Analyst at Kohle Capital Markets tells us if its too early to look at banking stocks whilst diving into what could be the safe haven assets to consider. See omnystudio.com/listener for privacy information.

The swift collapse of SVB and then Signature Bank took markets by surprise with fixed income and equity markets going into freefall. This was then followed by the fire sale of CS to UBS. What repercussion has this had on the credit market? Ang Beng Kuan, Head of Investments, Hong Leong Islamic Asset Management tells us the answer whilst telling us if there are investment opportunities from this. I...

Kingsley Jones, Chief Investment Officer, Jevons Global helps us understand what the recent banking turmoil taking place all around the world will impact markets and which sectors will be more prone to a credit crunch. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

The transport sector is seeing clearer skies thanks to the reopening of borders and persistent demand for global air travel. Where are the brightest spots for investment in the industry? We discuss the outlook for the transport sector with Ahmad Maghfur Usman of Nomura. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

We speak to Tim Mulholland, President, TJM Limited, Chicago about the implications of the recent rate hike by the Fed and whether we expect to see more in the coming months following the collapse of SVB and Signature. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

The KL REIT sector appears to have shaken off the pandemic slump, with the index up around 2% on a year-to-date basis. Would REITs be the safe haven amid the present market turmoil? We discuss the outlook for Malaysian REITs with Jessica Low of MIDF Research Image credit: Shutterstock See omnystudio.com/listener for privacy information.

The US Federal Reserve has raised interest rates by a quarter percentage point making this its ninth hike since March 2022. and it also indicated that it may be near the end of its rate-hiking cycle. It also warned that the fight against inflation remains ongoing while assuring that the banking system remains resilient despite recent bank collapses. Vishnu Varathan, Head of Economics & Strateg...

Global equity markets have been roiled by news of bank collapses, potentially higher interest rates and the geopolitical rumblings. In the past week alone, major indices have move 2 to 3 percent either way on any given day. Jack Kouzi, Director for Strategy for VFS Group talks to us about what opportunities might be out there ahead of what the US Federal Reserve might decide on its interest rate r...

The banking crises in the US and Europe sparked a continued appetite for exposure to precious metals, especially gold. Will safe haven flows remain the the key trade for precious metals amid the uncertain macro backdrop? We discuss the outlook for metals with Zhu Yi of Bloomberg Intelligence. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

The past week has been volatile for the US dollar. How will Fed policy direction affect currency markets moving forward? We track the trajectory of global currencies amid the banking sector turmoil and central bank rate hikes with Saktiandi Supaat of Maybank Investment Banking Group. Image credit: Karolina Grabowska See omnystudio.com/listener for privacy information.

The dust from the dramas surrounding Silicon Valley Bank, Signature Bank and Crédit Suisse that had roiled markets for over a week appears to have abated. Investors now look set to refocus on whether or not the US Federal Reserve intends to raise rates and by how much. Song Seng Wun and economist at CIMB Private Banking helps us navigate the noise on what to expect in the coming days. Image credit...

The Straits Times Index (STI) was the outperformer last year among ASEAN indices, but it is down 2% on a year-to-date basis at present. We discuss the headwinds buffeting Singapore stocks as well as potential investment opportunities with Geoff Howie of SGX. See omnystudio.com/listener for privacy information.

Following last week's turbulence in the banking sector and UBS's recent acquisition with Credit Suisse, we get analysis on where markets are heading this week with Stephen Innes, Managing Partner, SPI Asset Management. Photo credit: EPA-EFE See omnystudio.com/listener for privacy information.

Sticking to the transport theme, we discuss the outlook for the Malaysian automotive sector with Daniel Wong of Hong Leong Investment Bank. Image credit: Shutterstock See omnystudio.com/listener for privacy information.