Market Watch

In another hit to the banking sector, Credit Suisse shares plunged on the back of concerns over liquidity. Will the USD$54 billion lifeline provided by the Swiss central bank assuage investor concerns? We discuss the financial sector fall out with Walter Todd of Greenwood Capital. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

It has been a choppy trading week particularly for financial stocks this week with the collapse of Silicon Valley Bank, Signature Bank and Silvergate Bank - and then concerns over the 160-year-old Crédit Suisse which caused its shares to tank. Yeap Jun Rong, Market Strategist at IG International , breaks down these stories for us to help see beyond the dust that has yet to settle. Image credit: Sh...

With fortunes of the Malaysian tech sector highly correlated to global demand for semiconductors, what is the impact of the current cycle downturn and is there potential for technology stocks to stage a sustained comeback? Desmond Chong of UOB Kay Hian gives us his outlook for Malaysian tech. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Asian markets plunged on Tuesday following the crash on Wall Street and Europe precipitate by the failures of Silicon Valley Bank, Signature Bank and Silvergate Bank. Carlos Casanova, Senior Economist at UBP breaks down how these developments might impact Asian equities and more, with Wall Street subsequently staging a recovery. Image credit: Shutterstock See omnystudio.com/listener for privacy in...

Malaysia expects the domestic construction sector to increase by 6.1% this year, supported by improved performance in all sub-sectors. The construction industry also saw a 10% growth on-year for the final quarter of 2022. However, there was little focus on the sector in Budget 2023 and instead there were announcements that some directly-negotiated contracts will be cancelled and retendered. We spe...

Markets are still reverberating from the collapse of Silicon Valley Bank, with regional banks taking a hit over stability concerns. We discuss the response of the Fed and US regulators to limit spillover effects, as well as how this affects monetary policy moving forward with Joe Quinlan of the US Trust-BOA Private Wealth Management. Image credit: Shutterstock See omnystudio.com/listener for...

We speak to Kingsley Jones, Chief Investment Officer, Jevons Global on what impact will the Silicon Valley Bank collapse have on major U.S financial names as well as gauge the spillover effect on other sectors like technology. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Tim Mulholland, President of TJM Limited helps us unpack the multiple paradoxes that come with markets in the doldrums amidst expectations of rising interest rates as markets anticipate the next jobs figures. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Volatility appears to be the trend du jour as investors navigate the will they won't they question of whether or not central banks will raise rates and by how much. Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management, breaks down what he sees might be opportunities in the current climate across the US, China, Hong Kong and Japan. Image credit: Shutterstock See omnystudio...

With the banking sector a critical barometer of the economy, we discuss the outlook for the banking sector with Nabil Thoo, Research Analyst at RHB Investment Bank. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Despite the tech heavy NASDAQ composite registering two straight months of growth thus far, Jack Kouzi from VFS strategy is less sanguine on its mid-term outlook. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Oil prices and the sector had a good year in 2022. However, Brent crude oil futures are flat YTD at US$85/barrel. This in spite of oil pundits earlier in the year calling for prices to reach US$100/barrel which was supposed to be underpinned by strong demand from a China reopening. What does this mean for oil prices in the medium term and is the sector still in favour from an investment perspectiv...

A raft of economic data will be released in the U.S this week, from employment, factory orders to non-farm payrolls. Which would be the most important that will impact the Fed's future monetary policy direction and in turn affect markets? For answers, we speak to Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management. Image credit: Shutterstock See omnystudio.com/listene...

The FBM KLCI's performance has been disappointing which is down 3% YTD. This has been in line with other regional markets due to the strong and resilient data coming out from the US which has pushed the terminal Fed Funds Rate forecast to 5.6%. The retabling of Budget 2023 with a record RM388.1bn allocation has also failed to excite the market. How should investors be thinking about their portfoli...

The U.S Dollar has strengthened in tandem with U.S Treasury yields. With the Fed remaining hawkish on rates, is the reign of King Dollar prolonged? Stephen Innes, Managing Partner at SPI Asset Management tells us whilst giving us his views on Japan's economy. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

2023 appears to be the year for North Asia with the Japanese, Korean and the Chinese markets outperforming on a year to date basis. What then does mean for Singapore equities? Thilan Wickramasinghe, Head of Research, Singapore and Head Regional Financials, Maybank Investment Bank gives us his views whilst diving into the recent results of the listed banks in that city state. Image credit: Shutters...

Australia’s fourth quarter GDP grew at 0.5%, below market expectations due to slower housing spending. Is this lucky country finally heading to a recession? Clifford Bennett, Chief Economist of ACY Securities tells us his views. We also ask if it's time to look at precious metals, in particular gold. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Still hot US inflation data and the buoyant jobs numbers in February has pushed the Fed Fund Terminal Rate expectations to 5.6% from 4.9% a month ago. What then will the impact be on global growth and does this change the narrative in terms of asset allocation? Ooi Boon Peng, Vice Chairman of Eastspring Investments Singapore gives us his views. Image credit: Shutterstock See omnystudio.com/listene...

February was a bad month for U.S equities after a good start, with the Dow and S&P 500 losing 4% and 2.6% respectively. Where are markets heading in March and what will be the catalysts that will drive markets.? We ask Tony Nash, CEO of Complete Intelligence this question and more. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

China’s most important political gathering, the “Two Sessions”kicks off this weekend. What new economic policies can we expect, and how will it align with the central themes set out in their 14th Five Year Plan? Investors will certainly be keeping their eyes open for insights which could provide clues on the market direction. For insights, we speak to Carlos Casanova, Senior Economist, U...

In a span of a month the terminal fed funds rate have moved up 50bps to 5.4% and may even move up further. This is dependent on future inflation data where the recent PCE was higher than expected. How will this impact asset allocation for investors? For answers we speak to Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management. Image credit: Shutterstock See omnystudio.c...

Budget 2023 was certainly expansionary with a RM388.1bn allocation which is the highest ever. The key highlight was an even larger allocation of RM99b for development expenditure while the B40 and M40 were net beneficiaries with lower taxes and cash handouts. How will Malaysia's equity market react to the Budget and more importantly which sectors and stocks look to benefit? For answers, we speak t...

US markets took a dive on Friday with economist expecting the Federal Reserve to move the terminal rate to 5.4%. What does this mean for risk on assets? Kingsley Jones, Chief Investment Officer at Jevons Global gives us his views whilst telling us the odd for Australia to fall into a recession. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Personal consumption expenditure, the Fed’s preferred price gauge will be released later today but is likely to point to the Fed remaining hawkish. Tim Mulholland, President of TJM Limited tells us if this will result in a hard landing for US economy. We also ask him why the diverging performance between Nasdaq and the S&P500. Image credit: Shutterstock See omnystudio.com/listener for privacy...

Federal Reserve officials at their most recent meeting indicated that there are signs that inflation is coming down, but not enough to counter the need for more interest rate increases. However, on the more positive side most members of the Fed favour rate hike increases of 25bps going forward but the terminal rate could be pushed to 5.25-5.5%. What will this mean for markets in the immediate term...