Market Watch

It's been a volatile few weeks for markets with sharp dips followed by new highs reached for the S&P500 and Dow Jones. We ask Aidan Yao, Senior Investment Strategist, Asia, Amundi why markets are behaving this way and what investment strategy to adopt considering the volatility. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Once again the Dow Jones hit a new high indicating a rotation in markets towards industrial and old economy stocks. Joseph Sroka, Chief Investment Officer, NovaPoint Capital tells us the reasons for this. We also look at recent US dollar weakness and what it means for America Inc. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US equities markets started the month rather wobbly but have since hit new highs. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management what is driving markets up and if there are still buying opportunities. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US markets staged a huge rebound on Friday as the Dow Jones Industrial hit 50,000 points for the first time. Kingsley Jones, Chief Investment Officer, Jevons Global tells us if he expects the rally to continue and how else we can invest in the AI boom other than the obvious hyperscalers. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

JCI is the worst performing market in Asia on the back of an MSCI warning and freeze which was compounded by a Moody's outlook cut. We ask Jeremy Goh, Head of Research, HLIB if Malaysia is at risk of suffering the same fate and if not, what are the top equity buy ideas. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The capex spend by Microsoft, Amazon and Alphabet has spooked markets with hundreds of billions spent with less clarity on monisation. Tim Mulholland, President, TJM Limited tells us if the market dip is an opportunity to buy. We also ask if gold's bull run has ended. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Singapore has started 2026 on the right note with the STI up 6% on a year to date basis. We ask Geoff Howie, Market Strategist, Singapore Exchange if the market has legs to the rally and is it time for property stocks to rerate. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

AI stocks were sold down in the past few days with investors switching into cyclicals and utilities. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter as to why and if this is a start of a trend. We also ask him his views on the Japanese economy and yen ahead of their elections. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy informa...

After months of speculation, Kevin Warsh has been nominated as Fed chair but is he more a dove or hawk? Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank gives us his insights whilst explaining the recent dollar weakness. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Budget 2026 reinforces the MADANI government’s push for targeted projects to drive residential property growth especially in the affordable segment. We ask  Mohd Fadzerin Arrifin, Equity Analyst, BIMB Securities if this is a rerating catalyst for the property sector whilst we also take a look at Reits and which stand to benefit from the interest rate cycle. Image Credit: Shutterstock.com See...

Markets reacted nervously to the nomination of Kevin Warsh as Fed Chair. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management how markets and the US dollar will react to this and his view on the recent correction of AI related stocks. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Despite Japanese Prime Minister Sanae Takaichi's attempts to calm financial markets, the Yen and JCG continue to be volatile. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank if these attempts are futile whilst we also ask what is the outlook for other Asian currencies. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Although global rubber glove demand is expected to grow around 8% this year, and production volumes are improving with valuations remaining attractive, companies still face headwinds across key markets. We ask Eddy Do, Senior Equity Research Analyst, RHB Investment Bank as to whether the sector is due for a re-rating and what his top buy ideas are. Image Credit: Shutterstock.com See omnystudio.com...

Since the start of the year, global crude prices have surged about 13% to above 68 dollars per barrel but will this result in greater activity in the Malaysian oil and gas sector?  Imran Yusof, Head of Research, MBSB Research gives us his perspective  and what are his top buy ideas. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

As expected the Federal Reserve kept rates unchanged. However, what is the rate outlook with a change in the Fed chair? Tony Nash, CEO, Complete Intelligence tells us whilst we also analyse the latest results from the tech giants. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The US dollar has fallen to its lowest levels in 4 years. We ask Carlos Casanova, Senior Economist, UBP if this is the start of de-dollarisation and the end of King Dollar. We also ask what this means for Asian currencies. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Gold and silver keeps hitting new highs in 2026. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management what are the reasons for this and if precious metals will continue to appreciate. We also ask him about the impact of President Donald Trump's tariffs of 25% on Korea. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Japanese financial markets have been rattled in recent days, with long-dated government bonds experiencing historic volatility whilst the Yen dropped to new lows. We ask Stefan Angrick, Head of Japan Economics, Moody’s Analytics  for the reasons for this and what his expectations for the economy and the currency are as the country heads to the polls. Image Credit: Shutterstock.com See omnystu...

Although the S&P500 ended last week flat, the US dollar has been weakening. We ask Kingsley Jones, Chief Investment Officer, Jevons Global what impact a weak currency has on markets and can the Japanese government talk up the Yen. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Markets have been volatile with geopolitical tensions at the forefront of investors decisions. We ask Michele Schneider, Chief Strategist at Market Gauge as to what investment strategy to adopt and the safe haven assets to consider. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Japanese bond turmoil has caused much nervousness among investors with yields rising to 4% followed by a sharp sell-off. Is there a possible systemic financial risks emanating from the Japan bond market? Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us his perspective whilst we also look at the recent Yen weakness. Image Credit: Shutterstock.com See omnystudio.com/listen...

US markets had the steepest fall since liberation day. David Chow, Director of Investment at Azure Capital tells us if this is the beginning of a correction or actually an opportunity to bottom fish as valuations still remain attractive. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The government has provided a higher allocation for SARA whilst STR continues in 2026. The consumer sector clearly stands to benefit but which names? Soong Wei Siang, Regional Head of Consumer, RHB Research gives us his answers. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

There is as much as USD8 trillion in cash funds earning 4% as investors are nervous over tariffs and geopolitics. But what are some of the safe investment ideas if rates are trimmed? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Precious Metals has continued their price rally in 2026 but has the easy money been made for Gold and Silver?  Dilin Wu, Research Strategist, Pepperstone gives us her view on this asset class while we explore the pace of Fed rate cuts with a new Chair in May. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.