Market Watch

With markets very jittery, where can we hide? We ask Simon Lim, Chief Investment Strategist at CGS-CIMB Securities that question and which markets he prefers consider the risks ahead. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Malaysia ended 2021 as one of the worst performing Asian markets once again. Will 2022 be any different or are there rerating catalysts for the equity market? To find out, Wong Shou Ning spoke to Doreen Choo, Head of Investments, Eastspring Investments Berhad, and Ivy Ng, Head of Malaysia Research & Regional Head of Agribusiness, CGS-CIMB in our recent BFM webinar; Market Outlook: Ramping Up I...

Joe Quinlan from US Trust-BOA Private Wealth Management gives sound advise on how we should navigate volatile markets when the S&P 500 dropped by 4% early this week. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Singapore's benchmark was an outperformer in 2021 but as rate hikes loom large, will the STI offer a repeat performance? Singapore Straits Times Index with Adrian Loh, Head Of Research at UOB Kay Hian, answers. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

As cratering markets painfully digest expectations of as many as five rate hikes this year, governments are now having to come to terms with yet another new normal: slowing growth. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, analyses. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Indonesian unicorn PT Bukalapak has cratered since a much-vaunted IPO, giving rise to much hand-wringing over the country's prospects. Jerry Goh, Investment Manager Asia Equities at Aberdeen Standard Investments, addresses questions on Indonesia’s outlook. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With the NASDAQ in an official correction and markets plummeting, all eyes are on the Fed and whether they will go ahead with the much-feared interest rate hikes. Carlos Casanova, Senior Economist at UBP in Hong Kong, discusses. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

The local rubber glove sector surged during the pandemic but have since fallen into the doldrums as the virus subsides. Sean Chew, Research Analyst at RHB Investment Bank, talks about this trend. Image credit: Pexels.com See omnystudio.com/listener for privacy information.

Tech stocks on Nasdaq and NYSE are being pummelled as momentum behind the Fed's unwinding policy continues. Tony Nash, CEO, Complete Intelligence, discusses. Image credit: Pexels.com See omnystudio.com/listener for privacy information.

All eyes will be on the first Bank Negara Monetary Policy Meeting that will take place over the next 2 days. Will the central bank maintain the the overnight policy rate at record lows of 1.75%. Or is the era of cheap money in Malaysia also coming to an end? Abdul Mui’zz bin Morhalim, Economist at MIDF Research gives us his answer. Image credit: Shutterstock.com See omnystudio.com/listener for pri...

US markets correctly sharply as markets start to price in the rate hikes by the Fed. Jack Kouzi, Director for Strategy at VFS Group tells us how we should position for volatile markets whilst weighing in on news that Microsoft is buying game publisher, Activision for USD69 billion. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

With the economy fully open, what is the outlook for the banking sector? Will the issuance of 5 new digital licences also shake up the sector and are the incumbents ready? Clement Chua, Senior Equity Analyst at Kenanga Group tells us whilst giving us his top picks. Image credit: Pexels.com See omnystudio.com/listener for privacy information.

With countries adopting different policies to overcome the Omicron variant, how will markets react and where are the safe havens. Kingsley Jones, Chief Investment Officer at Jevons Global gives us some ideas. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

US Big Tech is getting crushed with as many as four rate hikes on the cards for the year, but with China possibly loosening its regulatory hold, a switch to China tech might appeal, according to Tim Mulholland, President, TJM Limited in Chicago. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Singapore's Straits Times Index had a great 2021, staying in positive territory while most regional markets dived, so will the outperformance continue? Geoff Howie, Market Strategist, Singapore Exchange, discusses. Image credit: Pexels.com See omnystudio.com/listener for privacy information.

With Inflation in the US at the highest level since 1982 at an annualised rate of 7%, we ask Terence Chua from Philip Securities whether this means that rate hikes will be as soon as March and whether the market has priced it in? Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Jeffrey Halley, Senior Market Analyst at OANDA explains the recent volatility in markets and tells us if this will be a trend for the year. He also explains why oil prices continue to rise whilst giving us his preferred asset allocation for the region. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

With the KL Plantation index down 8% but CPO (crude palm oil) prices surged 75% in 2021, we ask Alvin Tai from Bloomberg Intelligence whether this negative correlation continue in 2022? Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

US markets have not started the year on a positive note but is this an opportunity? Joe Quinlan, Chief Market Strategist from US Trust-BOA Private Wealth Management tells us whilst telling us what markets look interesting in 2022. Image credit: Pexels.com See omnystudio.com/listener for privacy information.

We ask Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank what will change the plot of Fed rate hike and why are we not seeing more bullish sentiment in global markets.  See omnystudio.com/listener for privacy information.

According to the Construction Industry Development Board (CIDB), total project awards rebounded 9% YoY to RM95.7 billion in 2021. So will 2022 be a better year for the construction sector? We ask Loong Chee Wei, Senior Associate Director at Affin Hwang Investment Bank Bhd. See omnystudio.com/listener for privacy information.

Movement restrictions have further hampered a moribund property sector, prompting long-overdue questions on when the local property scene will recover. Loong Kok Wen, Head of Regional Property Sector, RHB Research Institute, discusses. Image credit: See omnystudio.com/listener for privacy information.

With financial markets pricing in as many as six rate hikes in 2022, how will Asian central bankers respond? Carlos Casanova, Senior Economist, UBP, answers. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

After a bumper year in 2021, Will the Malaysian technology sector be able to replicate the 39% growth it achieved last year in 2022? Tan J Young from Hong Leong Investment Bank helps us answer that questions. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Markets are tanking on concerns that rate hikes might occur sooner than expected, hence the possibility that heightened volatility and a flight to value havens could be in store for 2022, according to Tony Nash, CEO, Complete Intelligence. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.