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
Divergence In Central Banks 14.12.2021 11:39
Joe Quinlan helps us navigate the volatility in markets and why central banks around the world are likely to diverge in action as economies are recovering at different levels. Image credit: Pexels.com See omnystudio.com/listener for privacy information.
Will The Fed Accelerate Tapering And Move Forward Rate Hikes? 13.12.2021 9:59
With inflation coming in as expected at 6.8%, we ask Kyle Rodda from IG on what is the likely action that the Fed will take and the implications on markets and currencies. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
Inflation Still A Market Wobbler 10.12.2021 11:14
Inflation continues to be a key theme guiding markets even as China's Evergrande and Kaisa debt defaults inform the Yuan's movements. Carlos Casanova, Senior Economist, UBP, discusses. Image credit: Pexels.com See omnystudio.com/listener for privacy information.
Why Asia Lags The US Markets 09.12.2021 11:19
Lee Kian Soon, CEO of Astral Asset Management in Singapore, explains Asia's laggard markets in relation US. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
2022, A Better Year For Banks 08.12.2021 6:18
The banking sector is seen as a barometer for the economy and with stronger growth expected in 2022, will the earnings reflect this widely held belief. Chan Jit Hoong, Senior Analyst, Hong Leong Investment Bank gives us his outlook and top picks for the sector. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Stay Invested 08.12.2021 11:14
Markets have been extremely volatile but was the recent sharp selldown an overreaction to Omicron? Jack Kouzi, Director for Strategy at VFS Group gives us his answer whilst giving us his investment strategy for 2021. Image credit: Pexels.com See omnystudio.com/listener for privacy information.
Cryptocurrencies, What A Wild Ride 07.12.2021 8:35
Cryptocurrencies are a volatile asset class that cannot be ignored by investors. But with price volatility and scams, how do we differentiate the chaff from the wheat? Varun Mittal, author of Singapore: The Fintech Nation gives us some ideas. See omnystudio.com/listener for privacy information.
For The FED, 98% Communication, 2% Action 07.12.2021 12:07
How do we avoid a taper tantrum as macroeconomic indicators point to a hastening of monetary tightening? Joe Quinlan, Chief Market Strategist at Trust-BOA Private Wealth Management tells us. See omnystudio.com/listener for privacy information.
FBMKLCI Caught In A Time Warp 06.12.2021 7:58
The FBMKLCI has been a disappointment on a year to date basis. We ask Vincent Khoo, Head of Research at UOB KAYHIAN Malaysia if 2022 will be a repeat or are there investment themes that we should consider instead? See omnystudio.com/listener for privacy information.
Keep Your Powder Dry Till 1Q2022 06.12.2021 11:31
US markets corrected sharply on Friday but what were the reasons for this and is this the time to bottom fish? Kingsley Jones, Chief Investment Officer at Jevons Global gives us his answer. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
China's Pain is Japan's Gain 03.12.2021 9:18
With a confluence of negative factors, China's economy and markets are facing headwinds. But what is the alternate trade in the region? Tony Nash, CEO of Complete Intelligence gives us some suggestions whilst also weighing on the results of big tech. Image credit: shutterstock See omnystudio.com/listener for privacy information.
Be Warned: High Prices Are Here To Stay 02.12.2021 14:04
Tony Nash, CEO, Complete Intelligence, talks about inflation's- and Omicron's role in US shares sinking, as fears spread over their non-transitory nature. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
A Volatile December 01.12.2021 10:45
Fed Chair, Jerome Powell confirmed that the word "transitory" is no longer applicable to inflation suggesting the pace of monetary tightening will be hastened. We ask Jeffrey Halley, Senior Market Analyst at Oanda if this means a taper tantrum is round the corner? Image credit: Pexel.com See omnystudio.com/listener for privacy information.
Oil Is A Political Commodity 30.11.2021 10:46
Oil prices have been volatile of late with shortages pushing prices to year highs before being weighed down by concerns over the Omicron variant. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us if the upcoming OPEC meeting will give some directions as to prices. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
Omicron Having An Ominous Impact On Markets? 29.11.2021 8:05
Vishnu Varathan from Mizuho Bank helps us understand what happened last week when stock markets tumbled on Friday as investors dumped risky assets on concerns over the Omicron variant. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
Faster Taper, Earlier Rate Hikes? Bad Idea. 26.11.2021 12:42
With US inflation accelerating, expectations for a more aggressive tapering program and higher rates earlier than expected are in the offing -- something which Carlos Casanova, Senior Economist, UBP, thinks might be a bad idea. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.
Bottlenecks To Ease With Xmas Coming? 25.11.2021 8:51
Tony Nash, CEO of Complete Intelligence, offers an insight into market flows as news reports emerge that supply chain bottlenecks are easing and the Fed' might accelerate interest rate tightening. Credit: Unsplash.com See omnystudio.com/listener for privacy information.
Staying A Tech Bull 24.11.2021 11:13
Recently hedge fund darling tech names took a beating dragging the Nasdaq down. We ask Jack Kouzi from VFS Group if this is actually a buying opportunity. We also asked about PC makers, Dell and HP which released stellar results if the best is yet to come. Credit: Unsplash.com See omnystudio.com/listener for privacy information.
Buy Quality For A Good Night's Sleep 23.11.2021 9:49
President Joe Biden re-nominated Jerome Powell as Fed Chair, ending months of uncertainty. We ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management for what impact that will have on markets. He also gives us sound investment ideas for 2022. See omnystudio.com/listener for privacy information.
Own Both Growth & Cyclicals 22.11.2021 9:58
At this stage of the market cycle, what is the best asset allocation? Kingsley Jones, Chief Investment Officer at Jevons Global tells us his preference between growth and cyclicals whilst weighing in on why the Australian equity market is a laggard compared to the US markets. See omnystudio.com/listener for privacy information.
Who Will Be The Next Fed Chair? 19.11.2021 11:27
We ask Tim Mulholland on his views on who the next Fed chair will be and get his perspective on the record USD 276 billion IPO market following the largest IPO offering of Rivian Automotive. Image credit: EPA-EFE See omnystudio.com/listener for privacy information.
Why Malaysian Market Returns Lag America 18.11.2021 10:21
Malaysia joins other emerging Asian nations whose returns are badly lagging their US counterparts. Danny Wong, CEO, Areca Capital, explains why. Image credit: Pixabay See omnystudio.com/listener for privacy information.
All Systems Go For The STI 17.11.2021 8:23
The Singapore Straits Times has a had a stellar year with a total return of 17% for 2021. Geoff Howie, Market Strategist, at the Singapore Exchange tells us if we can expect a deja vu moment for 2022 and what would be the factors for it. See omnystudio.com/listener for privacy information.
Looking at the Brighter Side 17.11.2021 11:02
The US equity markets are near historical highs. We ask Song Seng Wun, Economist at CIMB Private Banking the reasons for the rally and whether a new Fed Chair will change monetary policy direction if that happens? Image credit: shutterstock See omnystudio.com/listener for privacy information.
Markets Directionless For The Moment 16.11.2021 11:26
US equity markets are at crossroads as investors remained sidelined over inflation fears which may expedite the end of the FED tapering program. We ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management for how long this impasse may last but if there are still buying opportunities at this point. Image credit: shutterstock See omnystudio.com/listener for privacy informat...
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