Market Watch

2022 is likely to be a volatile year for markets but look to price earnings as a guide as to what companies to pick. That's the advice of Jack Kouzi, Director for Strategy at VFS Group. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Omicron has put a halt to the reopening of international borders. What impact will this have on the aviation sector? Ahmad Maghfur Usman, Equity Research Analyst at Nomura Malaysia gives us his views. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US markets opened with a bang on the first day of trading. Is this the start of a January rally and can this momentum continue for the rest of 2022? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Will 2022 be the year of outperformance for the FBMKLCI? Koh Huat Soon, Head of Research at Kenanga Investment Bank tells what are the investment themes that will do well this year. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Kingsley Jones, Chief Investment Officer of Jevons Global reminds us equities is still the asset class of choice because there is no alternative as cash is "trash". He also offers us investment ideas for 2022 which includes agriculture and energy. Image credit: Pexels.com See omnystudio.com/listener for privacy information.

During the height of the Covid crisis, China's economy was the bright spot but will that change in 2022? Is the Evergrande crisis over or is this the start of a property bubble? We ask Gary Ng, Asia-Pacific economist at Natixis these questions. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Equities will still outperform other asset classes despite omicron and inflation. But when should you take some money off the table. Lee Kian Soon from Astral Asset Management gives us the answer. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

The Asian equity markets have been underperforming US equities but Danny Wong, CEO of Areca Capital tells us that this might change in 2022. He also tells us the investment strategy he is adopting in 2022 considering all the risk that remain. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

As US equities continue to climb to a record high, Song Seng Wun from CIMB Private Banking opines that markets are in an ebullient mood and that there are unlikely any short term drags to the markets... for now. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

The Malaysian equity market continues to be a laggard in the region with a negative year to date return for the KLCI at 7%. Will earnings surprise on the upside across the board or will 2022 still be a year of stock picking to outperform? Imran Yusof, Head MIDF Research tell us. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Vishnu Varathan from Mizuho Bank helps us analyse recent U.S economic data and whether the US recovery is in full swing as well as whether this buoyancy will last before runaway inflation starts biting into consumer spending. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

We speak to Syifaa’ Mahsuri Ismail, Equity Research Analyst, Hong Leong Investment Bank on how the consumer sector performed in the last quarter, how will it be in 2022 and how did the flood impact them. Image credit: Pixabay.com See omnystudio.com/listener for privacy information.

We ask Tony Nash from Complete Intelligence on how China’s PBOC adoption of looser monetary policy will affect the yuan and the broader Chinese economy. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

With Singapore tightening border restrictions, we ask Terence Chua from Philip Securities whether these increasing movement controls have any adverse effects on the currency and stock markets and its economic resilience and outlook for 2022. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Does it pay to stay invested and in what asset class? Have the risks been priced in and which sectors will outperform in 2022? Simon Lim, Fund Manager at Hong Leong Asset Management tells us. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Markets have been volatile but what's the right strategy even as we look ahead to 2022 and is it DM or EM? Jack Kouzi, Director for Strategy, VFS Group gives us his outlook. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Joe Biden's Built Back plans appear to have hit a roadblock but what damage will that have on US markets? Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management tells us whilst giving us the investment strategy during this period of market volatility. Image credit: Pexels.com See omnystudio.com/listener for privacy information.

Last Friday, Bank of Japan announced that it will keep its key short-term interest rate unchanged at -0.1% whilst for 10 year bond yields, staying pat at 0%. So how will Japan equity market react to this and in 2022, can the Nikkei 225 surpass the 31-year high achieved back in Mid September this year? We speak to Chern Yeh Kwok, Deputy Head of Asia Pacific Equities & Head of Japan Equities at...

Kingsley Jones, Chief Investment Officer, Jevons Global unpacks the recent halt in US equities rally and whether the tech stocks rally will come to an abrupt halt soon. See omnystudio.com/listener for privacy information.

Raja Nur Aqilah, Analyst, RHB Research advises us on how will the retail sector perform in 2022 and whether we should invest in REITs during a high inflation period. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

We ask Tim Mulholland on the gyrations on markets and what it means for USD and commodities following the Fed's more hawkish tone and get his perspective on the surprise decision by the Bank of England. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

Daniel Wong, Analyst at Hong Leong Investment Bank shares the 2022 outlook of the automotive sector and whether government goodies will help the industry that was badly hampered by the pandemic. Image credit: Pixelbay.com See omnystudio.com/listener for privacy information.

The Federal Reserve has provided more clarity on their monetary policy signalling a more hawkish tone. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank helps us break down their decision and whether other central banks will follow suit in hiking rates. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

As plantation stocks continue to languish, we ask Hoe Lee Leng from RHB Research why that is the case despite CPO prices hovering around the RM 5,000 levels. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US markets saw heavy selling especially in the expensive technology sector. We ask Song Seng Wun, Economist of CIMB Private Banking why and is the key event to watch, the actions of central banks. Image credit: Pexels.com See omnystudio.com/listener for privacy information.