Market Watch

Will the results of big tech, which are an indicator of a weak economy, cause the Federal Reserve to slow down the pace of their rate hikes and adopt a more dovish stance? Peter Esho, co-founder of Wealthi tells us his views whilst telling us if Australia is still a lucky country. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Global semiconductor players have invested heavily to build up capacity following supply chain disruptions during the pandemic, but it appears that the boom times receded, as the industry is now facing an oversupply scenario amid a looming global recession. Meanwhile geopolitical tensions between the US and China are also affecting growth projections for the chip industry. How will these developme...

Investors were not impressed by results from Meta and Alphabet leading to a sell-off in tech stocks on Wall Street. We speak to Tony Nash, CEO of Complete Intelligence, to find out how results from Apple and Amazon set to come out soon might impact overall market sentiment. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

2 of the big tech reported their results last night which were a mixed bag. We ask Jack Kouzi, Director for Strategy, VFS Group on what to make of the results, and whether it is time to bottom fish. We also ask him his expectations on Meta, Amazon and Apple results which come out later this week. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

With country borders reopened, what has the impact been on the aviation sector? In fact do elections add an extra boost to earnings? Yin Shao Yang, Associate Director of Maybank Investment Bank, gives his views on the sector and what his top picks are. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Hong Kong's Hang Seng index had the biggest one day decline in history. We ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management the reasons for this and the repercussions it has on Asian economies and markets. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

The Thailand SET Index has been one of the better performing ASEAN markets, partially aided by a more hawkish Bank of Thailand and lower local bond yields. But the overall economy remains fragile because of its heavy reliance on tourism. How should investors position themselves on Thai stocks? Daniel Ng of ABRDN discusses market strategies for Thai equities. Image credit: Shutterstock See omnystud...

Another down day for US Equities while Treasury Yields are at the highest level since the Global Financial Crisis. What spooked markets? Tim Mulholland, President of TJM Limited in Chicago tell us whilst giving us the best investment strategy to adopt. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

China has yet to release its 3Q22 GDP numbers. While this is historical, looking at Xi Jinping's speech thus far emphasising security over the economy, does this imply slower GDP for the years ahead? With inflation running wild in US, there is a chance the Fed Funds rate could breach 5%. For answers, we speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank. Image credit...

Malaysia's government bond market has been under pressure as selling by foreign investors has picked up. This has been on the back of a more hawkish Fed which is now looking at a terminal Fed Funds Rate of 4.5%. Will there be any reprieve on the local bond market moving into 2023 as the rate of interest rate increases will slow down? For insights we speak to Jesse Liew, Chief Investment Officer, F...

US markets rallied for the 2nd day on the back of good corporate results but is this just a dead cat bounce? Kingsley Jones, Chief Investment Officer at Jevons Global tells us whilst diving into the strength of the US Dollar. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

With the Malaysian equity market facing a hawkish Federal Reserve and pending general elections, what is the best investment strategy to adopt? Alexander Chia, Head of RHB Regional Research tells us his views. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

The earnings reporting for banks in the US has so far beat analyst expectations - the most recent being Bank of America. The sector continues to look promising with strong consumer spending. Yet questions still remain: should we focus too much on China's weak 3Q GDP? Will we see the reflationary theme emerge in 2023? For more insight, we speak to Joe Quinlan, Chief Market Strategist, US Trust-BOA...

The US dollar continues to hit new highs against the Ringgit and even the Yen. We ask Chris Wong, FX Strategist of OCBC Singapore, for the reasons behind this and whether this is sustainable. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

With currency volatility and sharp interest rate hikes, memories of the Asian Financial crisis come flooding back. But what are the chances of a part two? We ask Lee Kian Soon, CEO of Astral Asset Management for his thoughts. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

The banking sector has been a steady performer. It was also an indirect beneficiary of Budget 2023 with incentives given for SMEs and the B40 group. While it will continue to benefit from more OPR hikes by BNM, a potential headwind is the eventual normalisation of OPR rates possibly in mid-2023. For more insights on this, we speak to Samuel Woo, Equity Analyst at MIDF. Image credit: Shutterstock S...

All three US indices rallied yesterday in spite of higher than expected inflation data. This was certainly puzzling and is this another bear market rally? The inflation data will likely result in at least two 75bp hikes for the rest of this year. We speak to Clifford Bennett on his views on this. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Budget 2023 is expected to put more disposable income in the pockets of largely the B40 and also the M40, with cuts in income tax, cash handouts and e-wallet credits. But how much upside will this give the retail sector, given higher interest rates, inflationary pressures and the uncertainty of elections? We get analysis from Syifaa' Mahsuri Ismail from Hong Leong Investment Bank.   Brought t...

All eyes will be on the US CPI data as it gives us an indication of the quantum and pace of rate hikes. But is the Federal Reserve too slow to see if inflation is coming down when there is anecdotal evidence of slowing car and homes sales? Tony Nash, CEO of Complete Intelligence tells us. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Budget 2023 demonstrated Malaysia's commitment towards the adoption of electric vehicles that included the extension of the current import and excise duties exemption for EVs for another year. That covers fully-imported models but there was no mention for locally-assembled EVs. We speak to Jim Lim, Equity Research Analyst at RHB Banking Group for his take on how these measures including initiative...

The Australian dollar is down 14% against the greenback on a year to date basis while the property markets is in the doldrums. What does this mean for the lucky country's economy? How resilient is it against a global recession. Jack Kouzi, Director for Strategy at VFS Group tells us. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Despite less hawkish statements from some Fed officials, Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, tells us that inflation is still a key priority. What then does this mean for markets? Image credit: Shutterstock See omnystudio.com/listener for privacy information.

How are markets reacting to the dissolution of Parliament? We discuss the outlook for equities with GE15 on the horizon with Anand Pathmakanthan of Maybank Investment Bank. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Asia's regional growth outlook has deteriorated over the last month as recessionary fears bite. Even the MSCI Asia Index has declined by 26% on a year to date basis. So what are the safe haven assets we should consider? Tan Teng Boo, Managing Director of Capital Dynamics gives us his views. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

OPEC+'s decision to cut production at 2 million barrels, the highest since 2020 has caused oil prices to surge. What are the repercussions to the fragile economic recovery and markets? Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, tells us. See omnystudio.com/listener for privacy information.