Market Watch

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management helps us navigate the stock market gyrations and whether the recent dip in US equities is a result of portfolio rebalancing See omnystudio.com/listener for privacy information.

The International Air Transport Association (IATA) has reported that air travel has resumed its strong recovery trend in April this despite a war in Ukraine and very strict travel restrictions in China. But has this translated to earnings recovery in the aviation sector? Ahmad Maghfur Usman, Nomura Equity Research Analyst gives us the numbers. See omnystudio.com/listener for privacy information.

Central Bankers from the FED to RBA have been hiking rates as the path of rate normalisation intensifies to combat inflation. But have seen prices decline? Peter Esho, Co-founder of Wealthi gives us his views whilst telling us about direction of oil prices. See omnystudio.com/listener for privacy information.

Economist have been cutting their GDP targets for China due to the zero covid policy whilst the property sector still remains in the doldrums. Yet the CSI 300 has appreciated by 15% from its April's lows. We ask John Lau, Portfolio Manager at Affin Hwang Asset Management about this disparity and if there are sector opportunities to keep an eye out for. See omnystudio.com/listener for privacy infor...

The FBMKLCI is down 8% on a year to date basis, is the worst over? And can we put to rest the debate between value and growth investing. Peter Lim, Associate Director at Areca Capital tries to answer those questions and more. See omnystudio.com/listener for privacy information.

With Fed Chair Jerome Powell admitting that a recession is inevitable in the US, the narratiive now turns to its timing and magnitude. Tony Nash, CEO, Complete Intelligence., helps clear the air. See omnystudio.com/listener for privacy information.

With the Federal Reserve set to continue their aggressive rate normalisation program, what is the impact to the Malaysian bonds, the Ringgit and Overnight Policy Rate? Dr Ray Choy, Head of Economics & Research at Opus Asset Management gives us his answers See omnystudio.com/listener for privacy information.

With the Chinese equity market rebounding in June, what are the investment opportunities? Jack Kouzi, Director for Strategy at VFS Group gives us some investment ideas including looking at the Australian market. See omnystudio.com/listener for privacy information.

Jeffrey Tan, Analyst, RHB Research walks through with us the dynamics of the Telco sector and whether 5G will herald the start of a new cycle of strong earnings. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Joe Quinlan calms investors as we head into months of volatility in global markets, downplaying the long-term effects of a recession. We also get his perspective on how investors need to position their portfolio in an eventual recovery scenario. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Inflation is starting to eat into the margins of US corporates against a backdrop of market volatility. Kingsley Jones, Chief Investment Officer at Jevons Global warns of an impending a bear market and how long it will last. See omnystudio.com/listener for privacy information.

With supply chain shortages and inflationary pressures, how will the listed auto stocks fare for the rest of 2022? Jim Lim, Research Analyst at RHB Research tells us his top picks for the sector. Image Credit: TY Lim / Shutterstock.com See omnystudio.com/listener for privacy information.

US markets cratered again last night following rate hikes from the UK and Switzerland, taking year-to-date losses on the S&P to -23%, prompting more hand-wringing and worry. Tim Mulholland, President, TJM Limited in Chicago, discusses what's in store for the second half of the year following a torrid first half. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information...

With the era of ultra low rates over, what does this mean for banking sector earnings? Chan Jit Hoong, Analyst at Hong Leong Investment Bank tells us the outlook and his top picks. See omnystudio.com/listener for privacy information.

The Fed announced a 75bps hike and "warned" that a similar quantum can be expected in July. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank tells us whether this is enough to engineer a soft landing for the US economy. See omnystudio.com/listener for privacy information.

Will the Federal Reserve raise rates by 50bps, 75bps or even 100bps? Jeffrey Halley, Senior Market Analyst at OANDA tell us what to expect and how markets will react in the short term whilst explaining the breakdown of the correlation between equities and the fixed income market. See omnystudio.com/listener for privacy information.

The Perak state government is embarking on a series of projects to enhance the economic opportunities. What are the sectors that stand to benefit? We ask Zafri Zulkeffeli of MIDF Research. See omnystudio.com/listener for privacy information.

Is a recession on the cards in the US? Song Seng Wun, Senior Economist at CIMB Private Banking gives us the clues as to whether that is a certainty while weighing on the much anticipated Fed Fund rate hike later this evening. See omnystudio.com/listener for privacy information.

With Budget 2023 and elections on the horizon, speculation is rife that the high-multiplier construction sector will once again boom. Loong Chee Wei, Senior Associate Director at Affin Hwang Investment Bank, comments. Image Credit: Aisyaqilumaranas/Shutterstock.com See omnystudio.com/listener for privacy information.

US inflation's red-hot print last week cratered stocks, cryptos and other so-called 'risky assets', leaving investors in a further quandary in their search for returns and safety. Brian Arcese of Foord Asset Management weighs in on investment strategies to ride out the volatility. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Palm oil prices have been on a tear for the past year, reaching record highs, amid global supply shortages of edible oils. However not all players have been able to leverage on high CPO prices. Furthermore, analysts forecast prices to moderate in the second half of the year. What does this bode for Malaysian palm oil companies? We discuss the outlook for the sector with Ong Chee Ting of Maybank In...

Volatility continues to dominate as investors increasingly worry over inflation and the pack of rate hikes. Yet are there still sectors that may outperform. Lee Kian Soon, CEO of Astral Asset Management tells us where to look for these gems. See omnystudio.com/listener for privacy information.

With Indonesian equity markets bucking the trend by managing to stay in positive territory on a year to date basis, we ask Jerry Goh, Asia Equities Investment Manager at ABDRN whether that momentum can be sustained? Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US markets remained volatile and on a downward trend as inflation concerns heightened. With that, the US consumer is beginning to feel the pinch of rising food and energy prices. What then does this mean for earnings in the coming quarters and has this been priced in? Tony Nash, CEO of Complete Intelligence answers these questions. Image Credit: Shutterstock.com See omnystudio.com/listener for pri...

Apple announced a slew of changes to its products and services recently. Is it time to buy especially since the stock is down 17% YTD? Jack Kouzi from VFS Group tells us his views whilst we look at other technology opportunities. See omnystudio.com/listener for privacy information.