Market Watch

Malaysian government bonds suffered heavy selling following hawkish remarks by the Fed on rapid balance sheet reduction. But is Malaysia's situation less dire given that Malaysian bond yields are less correlated to US Treasuries? We find out from Dr Ray Choy, Head of Economics & Research at Opus Asset Management. Image credit: Shutterstock.com See omnystudio.com/listener for privacy informatio...

US bond yields are 'un-inverting', setting the stage for an impending recession, market watchers say, which raises the key question of how portfolios should be positioned, says Tim Mulholland of TJM Limited in Chicago. Image credit: Pexels.com See omnystudio.com/listener for privacy information.

Malaysia's share market is a contrarian gainer in a regional sea of red but will this outperformance continue further into the year? Tushar Mohata, Head of Equity Research at Nomura Malaysia, answers. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Eyes are on the Fed on the rate of reduction of balance sheet in treasuries and in mortgage-backed securities in the months to come. Also what is driving the STI on its stellar performance and why is the FBMKLCI index and the ringgit trading in a tight range? Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank tells us. Image credit: Shutterstock.com See omnystudio.com/listener for pr...

Is the upcoming IPO of GoTo, the lovechild of Gojek and Tokopedia, going to be transformative for Indonesia’s capital markets in terms of attracting foreign investors? And are we seeing actual recovery for US tech stocks? Jeffrey Halley, Senior Market Analyst at OANDA shares his view with us. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

As the 2 year US Treasury yield inverts against the 30 year, is this pointing towards a recession? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us how to position for that. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Straits Times Index continues to outperform other markets. Geoff Howie, Market Strategist at the Singapore Exchange tells us why the outperformers this time are the conglomerates Keppel Corp and Sembawang Corp. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The jobs data emanating from the US suggest that the economy is still plodding along despite the fallout from the Ukraine war and inflationary pressures. Song Seng Wun, economist at CIMB Private Banking warns us of the potential risk ahead and the importance of paying attention to the Fed minutes for clues on the pace and quantum of rate hikes. Image credit: Pixabay.com See omnystudio.com/listener...

Russia's invasion of Ukraine has worsened an oil market that was already assailed by supply shocks, prompting the question of whether oil producers can respond to the shortfall. Sean Lim, Analyst, RHB Investment Bank, answers. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

An inversion on bond market yields portend a looming US recession; but while history suggests that it is an event that might occur, it won't be immediate, according to HK-based Carlos Casanova, Senior Economist at UBP. Image credit: Pixabay.com See omnystudio.com/listener for privacy information.

US bond prices are pointing to an oncoming recession, raising the question of whether the Fed stays the course on its path to rate normalcy. Tony Nash, CEO, Complete Intelligence, discusses. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Although Asia is geographically distant from the war in Ukraine, the fallout of it has been felt by markets in this region with volatility rocking the major indices. But is this actually a buying opportunity? Patrick Chang, Chief Investment Officer, Equities ASEAN and Malaysia of Principal Asset Management tells us. This Market Outlook is brought to you by Principal Asset Management. See omnystudi...

The year to date losses on Nasdaq have narrowed, so is it time to relook at technology stocks? Jack Kouzi, Director for Strategy at VFS Group tells us whilst giving us his view on the economic impact of Shanghai's lockdown. Image credit: Pexels.com See omnystudio.com/listener for privacy information.

Jessica Low, REIT Analyst, MIDF Research gives her perspective on whether Malaysian REITs will finally begin to recover as earnings have eroded since the start of the pandemic. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Markets are in flux responding to the ever changing news on the war in Ukraine. Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management tells us what investment strategy to adopt whilst telling us to keep an eye on China as Shanghai, the financial hub goes into a lockdown. Image credit: Pixabay.com See omnystudio.com/listener for privacy information.

2022 was supposed to be the year of recovery for Indonesia with upside potential provided by the manufacturing sector. This optimism has been reflected by the relative strong performance of the Jakarta Composite Index as it is one of the better performing indices in Asia. Will this positive momentum continue? Stevanus Juanda, Head of Research & Strategist at UOB Kay Hian Indonesia gives us his...

Are markets in bear territory now and what should we expect on food prices and also which other commodities that we need to be watchful of? Kingsley Jones, Chief Investment Officer of Jevons Global tells us more. Image credit: Pixabay.com See omnystudio.com/listener for privacy information.

How is rising inflation affecting the consumers sector and how well will the sector recover, as we transition into endemicity? Syifaa’ Mahsuri Ismail, Equity Research Analyst of Hong Leong Investment Bank shares with us her analysis. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Recession is coming if bond prices and economic data are to be believed, leaving markets guessing as to which sectors to invest and to take refuge in, says Tim Mulholland, President, TJM Limited, Chicago. Image credit: Pexels.com See omnystudio.com/listener for privacy information.

Is the property sector still hindered by a resurgence of Covid-19 cases, high construction costs and unfavourable supply-demand housing dynamics and what is the outlook of the sector in 2022? Loong Kok Wen, Head of Regional Property Sector of RHB Research Institute shares her views. Image credit: Pixabay.com See omnystudio.com/listener for privacy information.

"We'll get there fast and then we'll take it slow" is the approach that Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank thinks that the Federal Reserve will take as we navigate our ways through these volatile times. Image credit: Pixabay.com See omnystudio.com/listener for privacy information.

Jeffrey Halley of OANDA weighs in on the outlook for oil prices amid supply concerns resulting from the war in Ukraine. He also discusses market sentiment in the wake of comments by Fed Chairman Jerome Powell. Image credit: Pixabay.com See omnystudio.com/listener for privacy information.

The Singapore economy and corporates are exposed to the Ukraine war via its exposure to the European market but yet is the best performing Asian market on a year to date basis. Thilan Wickramasinghe, Head of Research Singapore at Maybank IBG Research explains why and what are the top picks for 2022. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist, at US Trust-BOA Private Wealth Management shares his thoughts on recent comments made by Jerome Powell on the Fed's priority being inflation and whether China's tech stocks are now a buying opportunity. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

For 2022, Asean is the safe haven destination for funds. Will this trend continue and what are the markets to overweight in and why? Jerry Goh, ASEAN Equities Investment Manager at ABDRN tells us their investment strategy. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.