Market Watch

Finance Minister has warned that the economy might face challenging times in 2023. Since banks are a barometer of economic growth, what is the growth outlook? Nabil Thoo, Equity Research Analyst at RHB Banking Group gives us his view of this critical sector and his top picks. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

The RBA surprised the market by raising rates by 25 instead of 50 basis points. We ask Kingsley Jones, Chief Investment Officer at Jevons Global, the reasons for this move whilst diving into what is driving Gold prices at this juncture. See omnystudio.com/listener for privacy information.

With the tabling of Budget 2023 round the corner, will the sectors that historically benefitted do so this time round? We ask Simon Lim, Head of Equities at Hong Leong Asset Management that important question. Brought to you by Mah Sing. Reinvent Spaces. Enhance Life. See omnystudio.com/listener for privacy information.

With twin mandates of full employment and a 2% target inflation rate, how will the Federal Reserve navigate and are these at odds with each other? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management explains this conundrum to us. See omnystudio.com/listener for privacy information.

The Straits Times Index (STI) has given up all its gains on a year to date basis but still remains one of the better performing Asia markets. What then is the outlook for the last quarter of the year considering the deceleration of the global economy? Geoff Howie, Market Strategist at Singapore Exchange gives us his outlook. Image credit: Shutterstock See omnystudio.com/listener for privacy inform...

With the S&P500 down more than 25%, is now the time to relook at markets, or are we firmly in bear market territory? Peter Lim, Chief Research Officer at Trident Analytics tells us his views whilst diving into the perennial value vs. growth debate. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

Not all REITs are performing the same. Some sectors such as retail and industrial are performing better than office but will this trend continue in 2023 in a rising interest rate environment? Jessica Low, Equity Analyst at MIDF Amanah Investment Bank gives us some insights.   Image credit: Shutterstock See omnystudio.com/listener for privacy information.

The US dollar continues to appreciate with the Fed's hawkish stance while the UK pound has depreciated sharply over the impending tax cuts. We ask Song Seng Wun, Economist at CIMB Private Banking if we are indeed in a recession and facing an prolonged bear market. See omnystudio.com/listener for privacy information.

The KL Transport Index performance has been mixed but is the worse over with energy prices coming down or is the impending recession the new headwind? Ahmad Maghfur Usman, Transport Equity Analyst at Nomura Malaysia tell us his views on the sector and his top picks. See omnystudio.com/listener for privacy information.

The Bank of England surprised markets by announcing that it would buy long dated government bonds in order to stabilise capital markets. Tony Nash, CEO of Complete Intelligence explains why and what does this mean for the Pound. See omnystudio.com/listener for privacy information.

With markets in a bear market, are there still opportunities to bottom fish? Jack Kouzi, Director for Strategy at VFS Group gives us his views whilst telling us the impact of a strong dollar on other currencies. See omnystudio.com/listener for privacy information.

With a recession looming in Europe, US and China, is it possible that the world economy will face a recession worse than the Great Recession of 2008? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us. See omnystudio.com/listener for privacy information.

Markets in Asia came under selling pressure after the Federal Reserve maintained their hawkish stance with only the Jakarta Composite Index and the Singapore Straits Times remaining in positive territory on a year to date basis. So how should one position for market volatility? What is the best investment strategy to adopt at this juncture? Patrick Chang, Chief Investment Officer, Equities, at Pri...

How will the hawkish Fed and UK's shift in fiscal policy affect Malaysia's 2023 Budget and Bank Negara Malaysia (BNM)'s stance at the upcoming MPC meeting in early November? We turn to Dr Ray Choy, Head of Economics & Research at Opus Asset Management for some answers. See omnystudio.com/listener for privacy information.

UK Chancellor of the Exchequer Kwasi Kwarteng has just launched the biggest package of tax cuts in half a century. This much criticised mini budget has caused the pound to depreciate by more than 3% against the greenback. We ask Kingsley Jones, Chief Investment Officer at Jevons Global about the UK economy and how much lower can the currency go. See omnystudio.com/listener for privacy information.

The Malaysian Automotive Association's latest vehicle sales data showed that there were 36% more vehicles sold in August this year from the previous month. This was mainly because of backlogged orders with dealers trying to beat the June 30th deadline for the Sales & Service Tax exemption. Jim Lim, an analyst at RHB Research, takes us through what we might expect for the sector amidst supply c...

How are markets digesting the latest US Fed rate hike and pace of monetary policy tightening? We look ahead to the third quarter earnings season as well as employment trend projections with Tim Mulholland of TJM Limited, who also discusses options-based strategies to consider in volatile conditions. See omnystudio.com/listener for privacy information.

The Fed raised rates by 75bps as expected but it was Jerome Powell's comments that spooked markets as it signaled that crushing inflation was a priority. With rates expected to peak at 4.6% in 2023, what does this mean for markets and the economy? Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank gives us his insight. See omnystudio.com/listener for privacy information.

The performance of listed construction players on Bursa have been mixed with the larger capitalised players like Gamuda and IJM outperforming the smaller cap counterparts. Loong Chee Wei, Senior Associate Director, AffinHwang Investment Bank tells us if Budget 2023 will change that narrative. See omnystudio.com/listener for privacy information.

How does one position for long term inflation? What are the asset classes and also sectors that will outperform in the long term in such an environment? Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management gives us some ideas. See omnystudio.com/listener for privacy information.

Geopolitics has taken on a new dimension this year with the invasion of Ukraine by Russia in February. This has led to a new thinking of the global order. What then would the impact be on Malaysia if there were indeed an attack on Taiwan by China? Imran Yusof, Head of MIDF Research gives some insights. See omnystudio.com/listener for privacy information.

Volatility will persist as the Fed maintains their hawkish stance but is it going to be a 100bps or 75bps hike this Wednesday? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us his expectations. See omnystudio.com/listener for privacy information.

On Wednesday, the Federal Reserve will meet and likely raise rates by at least 75bps. How will markets react and in turn how will other key central banks respond? Clifford Bennett, Chief Economist at ACY Securities gives us his opinion and the impact it will have on the currency market. See omnystudio.com/listener for privacy information.

India's broader stock market index Nifty 50 has risen by 18% from its YTD lows in June after being sold down for the earlier part of the year. Pramod Amthe, Head of Equity Research at Incred CGS CIMB, India tells us what the investment opportunities are and also if government policy has been pro-market. See omnystudio.com/listener for privacy information.

With stronger inflation data suggesting that the Federal Reserve will continue with their hawkish stance, what then does this mean for markets? And will inflation be exacerbated by the potential rail strike. Tony Nash, CEO of Complete Intelligence tells us whilst diving into the impact of a strong greenback. See omnystudio.com/listener for privacy information.