BFM Media
Market Watch
Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.
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Episodes
In War, Hold Cash and Take Refuge 02.03.2022 13:29
Risk-off strategies like holding cash and seeking safe havens like gold are rising in importance as conflict in the Ukraine ratchets higher in temperature. Jack Kouzi, Director for Strategy, VFS Group, expands on the issues. Image Credit: Pixabay.com See omnystudio.com/listener for privacy information.
Rate Hikes Likely to Be Incremental, Not Revolutionary 01.03.2022 9:07
Joe Quinlan from US Trust-BOA Private Wealth Management gives his perspective on asset allocation as well as the trajectory of the US dollar and what it means for Fed as the Russian- Ukraine war escalates. Image Credit: Pixabay.com See omnystudio.com/listener for privacy information.
Market Effects From Russia's Swift Removal 28.02.2022 11:17
Russia's removal from the global financial system via Swift has tremendous repercussions for financial assets, according to Kingsley Jones, Chief Investment Officer, Jevons Global. Image credit: Pexels.com See omnystudio.com/listener for privacy information.
Buying Opportunities In A Volatile Market 25.02.2022 12:06
Tim Mulholland, President at TJM Limited in Chicago explains to us why US markets rallied after a sharp correction and whether that is a buying opportunity. He also weighs in the commodity rally and if this is the start of a supercycle. Image credit: pexels See omnystudio.com/listener for privacy information.
Fed Put Gathers Steam As Bears Hit Nasdaq, S&P 24.02.2022 11:35
With US markets in bear market territory partly due to the brewing Russia-Ukraine conflagration and commodities leading a precipitous global inflationary surge, Fed Chief Jay Powell is in a policy bind. Mizuho Bank's Vishnu Varathan offers a perspective as to what policymakers will do next. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
Getting Punished For No Earnings 23.02.2022 12:03
Robert Mann, Head of Asian Equities at Nikko Asset Management tells us what to expect in the coming months as the Federal Reserve starts to unwind its very accommodative monetary policy against a backdrop of rising geopolitical tensions in Ukraine. He also weighs in who will be the winners in the renewable energy space. Image credit: Unsplash.com See omnystudio.com/listener for privacy information...
We Are In Bear Territory 22.02.2022 11:27
With rising risk of war breaking out in Ukraine, how will US markets reopen after a public holiday? Joe Quinlan, Chief Market Strategist of US Trust-BOA Private Wealth Management tell us what to expect and also what could be the buying opportunities. Image credit: Pixabay.com See omnystudio.com/listener for privacy information.
Cash Is King When Markets Are Volatile 21.02.2022 11:19
With the triple risk of rate hikes, inflation and geopolitical tensions, Jack Kouzi, Director for Strategy at VFS Group tells us what is his asset allocation strategy. He also weighs in on his thoughts of the EV market and who might the winners in this space. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
Bumpy Ride for Hong Kong Amid Omicron Wave 18.02.2022 9:34
Hong Kong is facing multiple challenges as community infections of Covid-19 increase in the island state. We discuss the impact this has on Hong Kong's reputation as a financial hub, pressures on the Hong Kong dollar as well as the outlook for the Singapore economy in 2022. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
Rate Hikes in the US and Rate Cuts in China 17.02.2022 9:46
What should we expect from the FOMC meeting minutes in the US and also the latest CPI and PPI figures from China? Will oil prices continue to rally or slump with the latest development near Ukraine? And will it be another IPO year in India this year? Tony Nash, CEO of Complete Intelligence tells us more. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
Winner Takes All In The Streaming Business? 16.02.2022 9:14
Is the streaming business over-crowded or is there room for more players? And will Sea Ltd see more ban of its investments in India? Jack Kouzi, Director for Strategy at VFS Group shares his view on these. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
All Bets Are Off If War Breaks Out 15.02.2022 8:41
The bears have taken over the market with concerns over inflation and geopolitical tensions rising in Ukraine. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us the impact to the global economy if war breaks out and what are the safe haven assets. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
Is FBMKLCI Reaping Benefits From The Proposed Reopening Of International Borders? 14.02.2022 9:02
Alexander Chia, Regional Head of Research at RHB Bank tells us which sectors and stocks to consider in anticipation of borders reopening. Also on how investors should move on the back of the release of latest GDP numbers last Friday. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Which Greenfield Should We Invest When CPI Runs Wild? 14.02.2022 9:56
US has just announced their highest CPI in 40 years, where should we take cover and are agro commodities it? Kingsley Jones, Chief Investment Officer form Jevons Global tells us more. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
Red Hot Inflation Equals Hikes And More Hikes 11.02.2022 9:56
Hot on the heels of the US' highest inflation print since 1982, expectations are red-hot for as many as six rate hikes from the Fed this year, and perhaps (even) as early as February. Tim Mulholland, President of TJM Limited, Chicago, discusses. Image credit: Pixabay.com See omnystudio.com/listener for privacy information.
Stocks Off To Roaring Start In Tiger Year 10.02.2022 14:04
Risky assets like equities are off and roaring in the new lunar year of the Tiger, cheering investors. But what's driving this newfound optimism? Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, answers. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
Prices Are All Going Up 09.02.2022 10:58
Markets remain volatile ahead of inflation data which will released later today. Song Seng Wun, Economist at CIMB Private Banking helps us navigate these markets whilst telling us whether EM or DM will emerge the winner this year. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
Oil Prices Pop Above USD90bbl But Who Wins? 08.02.2022 10:11
Recently oil prices hit a 7 year high due to a confluence of factors but does this benefit the upstream oil and gas service providers? Will there be more jobs awarded or are oil majors still holding back on capex? Steven Chan, Equity Research Analyst at Kenanga Investment Bank tells us whilst giving us his top picks for the listed Malaysian companies. Image credit: Pexels.com See omnystudio.com/...
US Equities Still A Bull 08.02.2022 7:48
Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management shares his thoughts with us on the US markets and what the market holds. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
Not All Tech Are The Same 07.02.2022 9:41
Jack Kouzi, Director for Strategy at VFS Group dives into the recent volatile performance of technology stocks whilst telling us that opportunities exist in China names. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
Central Banks Moving In Tandem 04.02.2022 9:24
The ECB delivered surprisingly hawkish comments citing inflation, hinting that a rate hike is not improbable. This is on the back of the Bank of England raising rates by 25bps on Thursday. But have markets priced in these moves? Carlos Casanova, Senior Economist at UBP tells us. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
Will The Rally Sustain? 03.02.2022 10:27
Tony Nash from Complete Intelligence helps us understand whether US market's biggest 4 day rally since November can sustain? Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
Making Sense Of January 31.01.2022 9:21
After a very volatile January with most indices in the red, we speak to Kingsley Jones, Chief Investment Officer of Jevons Global to understand the greed and fear driving markets. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
Oil to Hit USD150bbl? 28.01.2022 8:46
Natural gas futures spiked by 72%, Tim Mulholland, President of TJM Limited in Chicago explains what is happening in the energy market. He also gives his expectations on how many rate hikes the Federal Reserve will implement this year. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
The Dove is Dead 27.01.2022 10:47
Shane Oliver, Chief Economist at AMP Capital dissects the much anticipated FOMC meeting that took place last night as Jerome Powell steers the central bank to raise interest rate in March and did not rule out a hike at every meeting. Image credit: Pexels.com See omnystudio.com/listener for privacy information.
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