Market Watch

The Jakarta Composite Index (JCI) has been a star performer vis-a-vis other Asia markets, up by 9% year-to-date. With global headwinds affecting Indonesian monetary policy, can the JCI continue to outperform in the region? and be successful in keeping inflation in check? See omnystudio.com/listener for privacy information.

US markets plunged levels not seen since 2020 on the back of higher than expected inflation. Is it time to buy the dip or should we look for safe haven assets? Jack Kouzi, Director for Strategy at VFS Group gives us his views. See omnystudio.com/listener for privacy information.

Elevated Brent crude oil prices this year have boosted Petronas' coffers, with the national oil company allocating some RM60 billion for capex, double the previous year's figure. How much will this contribute to improved earnings delivery of local oil and gas players? Maybank Investment Bank analyst TJ Liaw weighs in with his stock recommendations. See omnystudio.com/listener for privacy informati...

Will US CPI figures reveal that inflation has peaked? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us his views whilst revealing his preferred asset allocation as markets are expected to remain volatile. See omnystudio.com/listener for privacy information.

The performance of listed property players on Bursa has been challenging with the KL Prop Index down 7% YTD reflecting the general trend of earnings. However will Budget 2023 bring much needed catalysts for this sector or has the recent hike in the OPR pushed the recovery in the sector further back. Loong Kok Wen, Senior Analyst, RHB Research gives us her insights. See omnystudio.com/listener for...

The S&P500 rallied 4% last week but is this the beginning of a bull market? Kingsley Jones, Chief Investment Officer at Jevons Global warns otherwise whilst telling us about the new headwind, US dollar strength. See omnystudio.com/listener for privacy information.

The S&P 500 has erased about half of its gains from the summer bear market rally. Has the market been oversold or can we expect further correction. Tim Mulholland, President of TJM Limited gives us his views whilst telling us which sectors look attractive at this juncture. See omnystudio.com/listener for privacy information.

With the Fed maintaining its hawkish stance, US dollar continues to strengthen against most major currencies especially the Chinese Yuan and Japanese Yen. Will this force the hand of the respective central banks to intervene. Vishnu Varathan, Head of Economics & Strategy of Mizuho Bank gives us his insights. See omnystudio.com/listener for privacy information.

The Bursa Malaysia Technology Index has slowed down significantly as it is down by around 30% since the start of the year, following the trend of Nasdaq. We ask Tan J Young, Senior Analyst, Hong Leong Investment Bank whether companies have learnt their lessons from supply chain disruptions and the impact of geopolitical tensions. See omnystudio.com/listener for privacy information.

Terence Wong, Founder & CEO of Azure Capital shares his perspective on Hong Kong's capital markets and deep dives on opportunities and challenges that remain in the travel and oil & gas sector See omnystudio.com/listener for privacy information.

With inflation at 4.4% in July and the strong outflows, is Bank Negara forced to raise rates? Wan Suhaimie, Head of Economic Research, Kenanga Investment Bank gives us his views whilst commenting on the recent Ringgit weakness. See omnystudio.com/listener for privacy information.

With more than 60 million Chinese citizen under lockdown, there will undoubtedly be a negative impact on the economy. What is the consequence to to Malaysia's economy? Peter Lim, Chief Research Officer at Trident Analytics tells us. See omnystudio.com/listener for privacy information.

2nd Quarter Results Season has just concluded and it was relatively decent but with markets in negative territory on a year to date basis, will Malaysia be able to outperform? Anand Pathmakanthan, Head of Regional Equity Research at Maybank Investment Bank gives his outlook. See omnystudio.com/listener for privacy information.

With the end of the era of cheap money, what is the best investment strategy to adopt especially since growth may not longer be the best option? Peter Esho, Co-founder, Wealthi gives us some suggestions. See omnystudio.com/listener for privacy information.

Year to date, STI has remained in positive territory, one of the best markets in ASEAN. Geoff Howie, Market Strategist at Singapore Exchange explains why whilst telling us whether those positive gains will continue for the rest of 2022. See omnystudio.com/listener for privacy information.

All major currencies in Asia have depreciated significantly especially the Yen which has broken past the 140 levels, last seen in 1998. Meanwhile the Euro is also at parity with the greenback. We speak to Carlos Casanova, Senior Economist at UBP for his views on currencies. See omnystudio.com/listener for privacy information.

The FBMKLCI on a year to date basis is not the worst performing market in ASEAN but still underperforms Singapore and the Jakarta. Can the Malaysian market play catch up? Does the recently concluded result season give us any clues as to whether it is possible. Alexander Chia, Regional Head of Research, RHB Bank tells us. See omnystudio.com/listener for privacy information.

Can the Federal Reserve engineer a soft landing for the US economy? Are the odds stacked against them especially if consumer spending stops suddenly. Tony Nash, CEO, Complete Intelligence gives us his views. See omnystudio.com/listener for privacy information.

After the Jackson Hole meeting last Friday, markets continued to correct on the realization that rate hikes are inevitable to quash inflation. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what this means for markets in the coming quarters. See omnystudio.com/listener for privacy information.

At Jackson Hole, it is apparent that central banks will continue with their hawkish stance and hike interest rates to address inflation. Kingsley Jones, Chief Investment Officer at Jevons Global explains why markets went into free fall as a result whilst telling us where to take refuge as markets will remain volatile. See omnystudio.com/listener for privacy information.

Tim Mulholland, President, TJM Limited outlines what he expects from Jackson Hole as central bankers gather and how markets are likely to performing in the coming months ahead See omnystudio.com/listener for privacy information.

All eyes will be on the Federal Reserve annual gathering at Jackson Hole as to whether Jerome Powell will maintain his hawkish tone. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank gives us his outlook of the meeting and explains why the US economy is at crossroads. See omnystudio.com/listener for privacy information.

With inflation at 8.5% but data points suggesting a slower economy, will the Federal Reserve take on a more dovish tone? Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management tells us his expectations. See omnystudio.com/listener for privacy information.

The Federal Reserve meets in Jackson Hole for their annual meeting this Friday. We ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management what he expects and whether the tone will be less hawkish. We also take a look at the European economy as the Euro plummets to new lows. See omnystudio.com/listener for privacy information.

Clifford Bennett, Chief Economist, ACY Securities expects that markets will be challenging and choppy in the months ahead as concerns in Europe over gas supply and weaker economic demand will drive sentiment despite a robust labour market See omnystudio.com/listener for privacy information.