Market Watch

Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management shares with us his thoughts on how we should maneuver through the volatility in the market and also his analysis on Chinese equities and ASEAN markets. Image credit: Pixabay.com See omnystudio.com/listener for privacy information.

China stocks were in freefall earlier this week as markets grew concerned about the possibility of the US imposing sanctions on China over its close ties with Russia. However, a series of market friendly announcements from Beijing changed that negative tone. John Lau, Portfolio Manager at Affin Hwang Asset Management tells us if it's time to bottom fish and if so, what to buy. Image credit: Unspla...

Hong Kong Monetary Authority raised interest rates after the much awaited Fed rate move but how will the other Asian central banks react while balancing recovery? Carlos Casanova, Senior Economist at UBP shares his view. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Fed has finally increased interest rates hikes for the first time since 2018 by 25 basis points, but what are the implications for the market? Tony Nash, CEO of Complete Intelligence shares his thoughts on this. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

After a historic rout earlier in the week, Chinese equity markets rallied on the back of announcements that the government will act to stabilise financial markets. China’s top financial policy committee also promised to ease a regulatory crackdown while also providing support for property and technology companies. Will this be enough to calm jittery investors? We speak to Brock Silvers of Kai...

A slew of economic and political events such as geopolitical unrest in Ukraine, inflation risk, regulatory crackdown and resurgence of Covid have disrupted the world markets. Malaysia being an emerging Asian economy that runs an oil and gas trade surplus with trade in energy accounting for 0.4% of GDP seems to appear resilient. Is Malaysia a good place to park some money in? Ang Beng Kuan, Head of...

Despite sharp corrections in Chinese Equities especially in tech space, is it safe to bottom fish? Jack Kouzi, Director for Strategy at VFS Group gives his views. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

The government has announced several infrastructure projects including the revival of MRT3 Circle Line and implementation of additional work packages of the Sabah and Sarawak Pan Borneo Highway. Will these mega projects revive the construction players and who will stand to benefit? Loong Chee Wei, Senior Associate Director of Affin Hwang Investment Bank Bhd tells us more. Image credit: Shutterstoc...

US markets continue to be volatile with technology heavy Nasdaq taking the hardest hit, down by 20%, entering in to bear market territory. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management gives us his views on whether its time to bottom fish. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Regionally major tourism markets like Thailand, Indonesia and even Malaysia are starting to reopen their borders with minimal SOPs for tourists, which should be a good thing for airlines recovery, but will soaring oil prices take a toll on this? Ahmad Maghfur Usman, Nomura Equity Research Analyst tells us more. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Are resource-rich nations like Australia and Malaysia doing better in this current market condition? Are their markets still holding up well amid the downturn since Russia invaded Ukraine? Kingsley Jones, Chief Investment Officer at Jevons Global tell us more. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Palm oil prices has been soaring, in part triggered by the ongoing war in Ukraine that has led to the disruption in the global edible oils trade flows and drove market to look for alternative edible oil. In addition to that, price increase is also triggered by supply disruption from the world's largest palm oil producer. Hoe Lee Leng, Regional Head of Plantations of RHB Investment Bank shares more...

With US inflation at a 40 year high of 7.9%, will the Fed dial back their monetary tightening plan? Tim Mulholland, President of TJM Limited in Chicago tells us whilst giving us a forecast of oil prices. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Last Tuesday, nickel prices went through the roof and briefly scored an unprecedented 250% spike of above $100,000 a tonne. London Metal Exchange cancelled trade and suspended nickel trading. What has been driving this price increase phenomenon in not just nickel but other metals as well? Is this due solely to the war in Ukraine? Zhu Yi, Senior Analyst in Metals and Mining at Bloomberg Intelligenc...

US markets rallied, oil price and commodities prices headed south, is it time for buying dip? When are we seeing the peak of inflation? Song Seng Wun, Economist at CIMB Private Banking tells us more. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

As the war in Ukraine continues, major currencies have also seen significant volatility. The Euro and the Pound have seen sharp depreciation against the US Dollars as investors sought shelter in the greenback. Saktiandi Supaat, Head of FX Research at Maybank tells us the outlook for currencies. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Markets continue to be in a tailspin as the war in Ukraine continues with oil hitting USD130/bbl. What then is the best investment strategy? Jeffrey Halley, Senior Market Analyst at OANDA tells us whilst giving safe haven suggestions. Image credit: Pexels.com See omnystudio.com/listener for privacy information.

Will the Eurozone go into recession soon? Have we seen the peak of oil prices yet? Has inflation staged its best showing yet? Can we bet on cash? Joe Quinlan, Chief Market Strategist of US Trust-BOA Private Wealth Management shares his view. Image credit: Pexels.com See omnystudio.com/listener for privacy information.

We ask Horace Chan, Senior Analyst - Oil and Chemicals, Bloomberg Intelligence how high can oil prices go and what can be done to stem the prices? Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Singapore Straits Times was one of the best performing markets in Asia last year as it benefited from the general reopening of the regional economy. Geoff Howie, Market Strategist at the Singapore Exchange explains the dynamics of geopolitical risks with commodities and net institutional outflows in Singapore. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Post pandemic recovery, geopolitical risks, inflation and rising interest rates are the common themes we see happening in the global market, but is the same affecting Asian markets and what can we do about it? Lee Kian Soon, CEO of Astral Asset Management shares his thoughts. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Despite the distance of Malaysia from Ukraine, the impact of the conflict there is keenly felt globally. But what is the consequence for our economy and companies? Jeremy Goh, Head of Research at Hong Leong Investment Bank gives us his opinion. He also wraps up the recently concluded 4th quarter corporate result season and tells us the top picks for 2022. Image Credit: Shutterstock.com See omnystu...

With slowing global growth, higher inflation from rising energy, grain and metal prices, is stagflation a possibility? Carlos Casanova, Senior Economist at UBP tells us his perspective while giving us an indication of GDP growth for Hong Kong. Image Credit: Pexels.com See omnystudio.com/listener for privacy information.

As war continues to wage in Ukraine, markets continue to be volatile while commodity prices from oil, grains to metals hit new time highs. Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management tells us how best to navigate these markets. Image Credit: Pexels.com See omnystudio.com/listener for privacy information.

The MSCI Asia Pacific Index has declined by 5% since the beginning of the year as the global stock sell off continues in earnest as the war in Ukraine rages on. So how should investors position their portfolios? Patrick Chang, Head of ASEAN Equities from Principal Asset Management tells us. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.