Market Watch

Currencies have been in a flux with the US dollar gaining strength on the back of the rising Fed fund rate. Tony Nash, CEO, Complete Intelligence tells us if there are actually investment opportunities from this. See omnystudio.com/listener for privacy information.

Volatile markets are here to stay but is the worst over for equities markets? Jack Kouzi, Director for Strategy at VFS Group tells us if the 2nd half of the year will be better than the 1st and why. He also comments on why Netflix share price is up despite losing 1 million subscribers. See omnystudio.com/listener for privacy information.

As Thailand reopens to tourists, will market rerate after seeing a decline of 7.5% in the SET? Daniel Ng, Investment Manager at Asian Equities at Aberdeen tells us if the data tells us what to expect for the 2nd half of the year and what sector will outperform. See omnystudio.com/listener for privacy information.

It’s only 19th July and already the FBMKLCI is down 2% in the first weeks of trading for the 2nd half of the year. Is it however possible for Bursa to decouple from the US economy. And are there still investment opportunities in Malaysia? Simon Lim, Head of Equities at Hong Leong Asset Management gives us some answers. See omnystudio.com/listener for privacy information.

Major US banks and even the bellwether of the tech sector, Apple have announced plans to scale back hiring. What does this tell us about the state of the US economy. Jeffrey Halley, Senior Market Analyst at OANDA tells us whilst giving us his views on oil and China See omnystudio.com/listener for privacy information.

US bank results were mixed but point that the consumer is in better shape than hoped. But yet a recession in on the horizon What does this mean for markets. Kingsley Jones, Chief Investment Officer at Jevons Global in Canberra warns of volatile markets ahead. See omnystudio.com/listener for privacy information.

The KL property index suffered the same fate as the broader FBMKLCI, giving a negative return of 9.5% in the first 6 months of 2022. There were some witnessed improved property transactions thank to MCOs easing as Malaysia moves towards endemicity. Loong Kok Wen, Head of Regional Property Sector, RHB Research Institute shares her thoughts on where this is going. See omnystudio.com/listener for pri...

The US CPI rose 9.1% from a year earlier in a broad-based advance, the largest gain since end-1981 and Brent crude oil futures have been hovering just under US$100 a barrel. The US Federal Reserve may accelerate another rate hike. We speak to Tim Mulholland, President of TJM Limited, to find out how to navigate the current situation. See omnystudio.com/listener for privacy information.

In the first half of 2022, the Bursa Malaysia REIT index generated a positive return of 1%, outperforming the broader FBMKLCI which registered a decline of close to 10%. Will this sector continue to outperform or will some reit segments do better than others? Jessica Low, REIT Analyst at MIDF Research gives us her views. See omnystudio.com/listener for privacy information.

With CPI at 9.1%, the highest since 1981, will this force the hawkish Federal Reserve to be even more aggressive with rate hikes? Is 100bps implausible? Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank tells us whilst delving into why the US Dollar and the Euro are at parity. See omnystudio.com/listener for privacy information.

Geopolitical tensions have pushed the energy market into tailspin resulting in volatile prices. We ask Sean Lim, Analyst at RHB Investment Bank what his expectations for oil price are and who in the Malaysian space will emerge with stronger earnings as a result See omnystudio.com/listener for privacy information.

With a dismal first half will Singapore still outperform as input costs rise and margins start compressing? Terence Chua, Senior Research Analyst, Philip Securities answers those questions and also if the street is behind in slashing earnings growth. See omnystudio.com/listener for privacy information.

As we head into reporting season in the US, will earnings disappoint and has it been priced in? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his outlook whilst telling us his views on the fast depreciating Yen. See omnystudio.com/listener for privacy information.

Markets are whipsawing between worries over inflation and the fear of the US falling into a recession. Can the Fed achieve the goldilocks scenario of cooling price increases by rate hikes without tipping the economy into too much of a slowdown? Carlos Casanova, Senior Economist, UBP gives us his views. See omnystudio.com/listener for privacy information.

As expected, Bank Negara Malaysia raised the Overnight Policy Rate by 25bps to 2.25%. What impact will this have on the banking sector and who stands to benefit the most. Chan Jit Hoong, Analyst, Hong Leong Investment Bank tells us. See omnystudio.com/listener for privacy information.

Despite weaker economic data, will the Federal Reserve continue their hawkish stance? Do the FOMC minutes offer any hints of their stance? Tony Nash, CEO of Complete Intelligence tells us whilst telling us the impact of rising rates on the banking and property sector. See omnystudio.com/listener for privacy information.

With US market still in a bear market, does Asia offer better investment opportunities? Jack Kouzi, Director for Strategy at VFS Group attempts to answer that while weighing in on whether Australia remains the "lucky country". See omnystudio.com/listener for privacy information.

On a year to date basis, the Singapore Straits Times Index continues to outperform its regional peers. However with the economic headwinds of inflation, rising borrowing cost and a global slowdown, will this trend continue? Thilan Wickramasinghe Head of Research, Singapore and Head Regional Financials of Maybank Investment Bank gives us his views whilst telling us his top picks for the equity mark...

With volatile global equity markets, are there investment opportunities in this region that have been overlooked? Patrick Chang, Chief Investment Officer, Equities ASEAN and Malaysia of Principal Asset Management tells us whilst giving us a timely reminder to stay invested. This Market Outlook is brought to you by Principal Asset Management See omnystudio.com/listener for privacy information.

Asean remains a defensive market compared to North Asian markets. Can we maintain outperformance or will USD strength and narrowing interest differential be the death kneel? And will Bank Negara Malaysia be under pressure to raise interest rates at July's MPC meeting? Peter Lim, Associate Director, Areca Capital tell us. See omnystudio.com/listener for privacy information.

As we shift into the 2nd half of 2022, what should we pay attention to for signs of how markets will perform? Kingsley Jones, Chief Investment Officer, Jevons Global tells us and what investment strategy to adopt. See omnystudio.com/listener for privacy information.

The S&P 500 suffered a 21% decline in the 1st half of 2022, the worst since 1970. We ask Tim Mulholland, President of TJM Limited whether this trend will be repeated for the remainder of the year and if so, where are the safe havens. See omnystudio.com/listener for privacy information.

Recent US economic data such as consumer confidence, economic growth and mobility point to a slowing US economy, raising the all-important issue of the Fed's steadfastness to temper inflation with monetary policy, says Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank. See omnystudio.com/listener for privacy information.

The retail and consumer sector roared back to life thanks to further easing of restrictions. But the new challenge is rising cost as noted by the 5 year high inflation rate of 2.8%. What does that mean for the consumer sector and which stocks will outperform in this environment? Syifaa’ Mahsuri Ismail, Equity Research Analyst, Hong Leong Investment Bank tells us. Image credit: Tooykrub/ Shuttersto...

Last week's market sizzle fizzled after consumer data disappointed, with investors once more concerned that the economy may not be as resilient as hoped, according to Jeffrey Halley, Senior Market Analyst, OANDA. See omnystudio.com/listener for privacy information.