Market Watch

A day after rallying following the Fed's 50bps rate hike, markets cratered, prompting questions on whether any safe havens exist at such a tumultuous time. Tim Mulholland, President of TJM Limited, expounds. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Having seen Malaysia finally announce its five digital banking license winners, the discussion now switches to what to expect on the product front and how incumbent lenders will respond. Vincent Foong, Chief Editor, Fintech News Malaysia, discusses. See omnystudio.com/listener for privacy information.

With a 50bps hike, the Fed has finally upped interest rates and announced its bond taper program, triggering wider global repercussions on Asian central bank policy and currencies. Vishnu Varathan, Head, Economics & Strategy, Asia & Oceania Treasury at Mizuho Bank, addresses. See omnystudio.com/listener for privacy information.

With the US GDP decreasing at an annual rate of 1.4% in the first quarter of 2022, what signal does this send to the markets? And why has the Ringgit fallen over 4% year to date? Carlos Casanova, Senior Economist at UBP tells us more. Image credit: Pixabay.com See omnystudio.com/listener for privacy information.

The STI is one of the best performing equity markets globally but will the Ukraine War and the slowdown in China, derail the bull run? Adrian Loh, Head Of Research at UOB Kay Hian tells us the answer whilst giving us his top picks for the market. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With inflation being the main concern in global markets, are central banks reacting quick enough to hike rates to contain inflation? And how will tech stocks perform amidst the volatility that we have seen year to date so far? Tony Nash, CEO of Complete Intelligence shares his insights with us. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

The Bank of Japan is set to meet this week, with economists widely expecting the central bank to maintain a dovish monetary policy. This policy direction puts it at odds with global central banks that are hiking interest rates in tune with the Fed, resulting in yen weakness. What kind of impact does this have on Japanese equities? We discuss the market outlook with Zui Shiromoto of Abderdeen Stand...

Major indices in the US continue their route as earnings results from the big tech stocks such as Alphabet Inc., Texas Instruments Inc. and Microsoft Corp. disappoint. But is this the time to buy the dip not just in the US but also in China and Southeast Asia? Jack Kouzi, Director for Strategy, VFS Group shares his thoughts with us. Image credit: Unsplash.com See omnystudio.com/listener for privac...

The Chinese equity is correcting sharply on the back of lockdowns in the pursuit of a zero Covid strategy. Brock Silvers, Managing Director at Kaiyuan Capital tells us if there are any investment opportunities now or should we wait? Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Software as a service (SaaS) giants like Microsoft and Amazon will be releasing results this week. Are their earnings expected to act as a bellwether for the entire industry? And how do the Twitter deal shake up the M&A pipeline in the tech space? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management shares his thoughts. Image credit: Pexels.com See omnystudio.com/list...

The IMF has forecasted the GDP for India to grow by as much as 8.2% this year, making it one of the fastest growing major economies. This positive outlook is reflected in the equity market which, albeit in negative territory on a year to date basis, is only down 1%. But can the Indian economy's outperformance against other major North Asian markets like Japan, China and Hong Kong continue? Im...

With Jerome Powell maintaining his hawkish stance with a 50bps hike at May's FOMC meeting, markets took a bit of a tumble but is this priced in already? Peter Lim, Associate Director of Areca Capital tell us how markets will react in the coming weeks whilst taking a look at the opportunities in the region. Image credit: Pexels.com See omnystudio.com/listener for privacy information.

Tech stocks cratered as concerns on the Fed's looming 50bps rate hike once again reigned supreme. Tim Mulholland, President, TJM Limited, Chicago, discusses. Image credit: Pixabay.com See omnystudio.com/listener for privacy information.

The Yen has weakened dramatically, hitting a 20-year low against the dollar. The last time the Bank of Japan intervened to support the Yen was in 1998 but how likely is the Japanese Central Bank to step in this time? Song Seng Wun, economist with CIMB Private Banking shares his analysis with us. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The war in Ukraine might stretch till next year but how does this play out in the global recession scene and also what impact will this have in the global foreign currency setting? Clifford Bennett, Chief Economist at ACY Securities shares his view. Image credit: Pixabay.com See omnystudio.com/listener for privacy information.

Shao Yang Yin from Maybank Investment Banking Group gives his take on whether Capital A and MAHB are buying opportunities as borders reopen despite increasing fuel prices. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management helps us navigate how equity should feature in your investment strategy in the midst of uncertainties over supply chain disruptions, Russia-Ukraine conflict, global economic softness and rising oil prices. Image credit: Pixabay.com See omnystudio.com/listener for privacy information.

Central Banks are fodder for today's discussion with Carlos Casanova, Senior Economist, UBP, with looming US rate hikes that are juxtaposed with expectations that China's PBOC is expected to cut a key policy interest rate to deal with slowing growth. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US inflation in March has stampeded to a 41-year high, though there are signs of moderation, leading market commentators to wonder if the peak has been reached. Tony Nash, CEO, Complete Intelligence, discusses. Image credit: Pixabay.com See omnystudio.com/listener for privacy information.

The sales and service tax (SST) exemption for the auto sector is to end by June this year after multiple extensions. What will the impact be on sales for the rest of 2022? Daniel Wong, Analyst at Hong Leong Investment Bank gives us his opinions whilst telling us his top auto stock picks. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The NASDAQ 100 lost nearly a trillion dollars in market cap over the last week, with investors getting out of technology stocks. But is this a wrong move? Jack Kouzi, Director for Strategy at VFS Group gives us his views. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Looking back to March, the FBMKLCI fell 1.3% due to profit-taking as investors took stock of the fallout from the Ukraine War. Ivy Ng, Head of Malaysia Research & Regional Head of Agribusiness at CGS-CIMB tells how the Malaysian equity market will perform for the rest of year and what her top picks are. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Global markets are in freefall with anxiety over inflation, the Federal Reserve's hawkish tones and the war in Ukraine. Jeffrey Halley, Senior Market Analyst at OANDA gives us his views on the ideal asset allocation strategy whilst telling us why the GoTo IPO succeeded when Grab failed. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

China has recorded their worst Covid-19 cases and this has led to prolonged lockdowns and also tightened travel restrictions following the crash of China Eastern Aircraft on March 21 that has dampened demand for oil. But coupled with an increase of supply from the oil stock release from the US and International Energy Agency, how will these events drive oil prices? Wayne Tan, oil analyst at Bloomb...

With the inverted yield curve pointing to a recession in 18 months, what is the best investment strategy to adopt? Kingsley Jones, Chief Investment Officer at Jevons Global tells us whilst weighing in on how the Australian elections will impact markets. Image credit: Pixabay.com See omnystudio.com/listener for privacy information.