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
India's Full Ambitions Might Fall Short 15.11.2021 9:34
India's has ambitious plans to internationalize its fixed income market and also start a privatization program for its infrastructure assets. But will these grand plans succeed? We ask Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank. Image credit: shutterstock See omnystudio.com/listener for privacy information.
China's Economy At Crossroads 12.11.2021 9:18
Economic data from China has been weak but is this just a soft patch? Will the official statement from the 6th Plenum reveal what are the key economic policies that will drive growth? Carlos Casanova, Senior Economist at UBP gives us his views. See omnystudio.com/listener for privacy information.
Bonds, Often Unloved And Misunderstood 11.11.2021 7:36
With a never-ending stream of headlines on monetary policy and inflation, what does this mean for global and the Malaysian bond market. Has this asset class been overlooked and what are the buying opportunities? We ask Hasif Murad, Head of Fixed Income Malaysia of abrdn Islamic. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Bottom Up is the Strategy 11.11.2021 9:47
With US CPI hitting 6.2% which was higher than the 5.9% expected by the street, what does this mean for the Fed Fund policy? Tony Nash, CEO of Complete Intelligence tells us his views whilst diving into his investment strategy for 2022. Image credit: shutterstock See omnystudio.com/listener for privacy information.
Inflation Turning Bulls Into Bears 10.11.2021 10:48
USD199 billion has been wiped off Tesla's market capitalisation thanks to a tweet. But is this a buying opportunity? Or will inflation mean that all bets are off? Jack Kouzi, Director for Strategy at VFS Group tells us. See omnystudio.com/listener for privacy information.
O&G Stocks, Worth A Relook Now? 08.11.2021 8:26
Brent crude prices are up more than 60% on a year to date basis fueled by both stronger demand and supply discipline. But does this mean that there will be more capex for the industry or is the structural shift towards renewables, the end for O&G companies? T.J Liaw, Regional Head of Oil and Gas , Maybank Investment Bank Equity Research gives us his views whilst telling us his top picks for th...
Accommodative Rates Fueling The Bull Run 08.11.2021 11:12
US markets continue to rally despite tapering fears and slowing growth in China. Kingsley Jones, Chief Investment Officer at Jevons Global gives us the reasons why while spending some time talking about Singapore banks. Image credit: shutterstock See omnystudio.com/listener for privacy information.
US Melt-Up Continues Despite Taper Fears 05.11.2021 11:19
US markets continue to melt up despite taper shocks, supply chain shortages and the prospect of higher rates. Tim Mulholland, President, TJM Limited, Chicago, explains the whys and wherefores. Image credit: shutterstock See omnystudio.com/listener for privacy information.
Asean Is The Place To Be But Choose Wisely 03.11.2021 10:53
ASEAN equity markets have been inching up except for Malaysia. However what are the money making ideas in the region? Jeffrey Halley, Senior Analyst from Oanda gives us his investment ideas. Image credit: shutterstock See omnystudio.com/listener for privacy information.
Budget 2022: Property & Construction Outlook 03.11.2021 6:25
Loong Chee Wei, Senior Associate Director at Affin Hwang Capital answers whether initiatives in Budget 2022 for instance the RM1.5 billion on housing projects for the low-income group and RPGT abolition will aid recovery for the construction and property sector? Brought to you by Mah Sing. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Budget 2022: Property & Construction Outlook 03.11.2021 6:25
Loong Chee Wei, Senior Associate Director at Affin Hwang Capital answers whether initiatives in Budget 2022 for instance the RM1.5 billion on housing projects for the low-income group and RPGT abolition will aid recovery for the construction and property sector? Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Small Is Beautiful 02.11.2021 11:35
The Russell 2000 Index is up 26% on a YTD basis, so is there still value to be found? Is this where to park your money when earnings have peaked? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his answer. Image credit: shutterstock See omnystudio.com/listener for privacy information.
Budget 2022: EV Market And Its Beneficiaries 02.11.2021 9:36
With the slew of incentives, rebates and tax exemptions, we ask Eddy Do analyst from RHB on whether Budget 2022 will spur the local EV market and who will be the likely beneficiaries. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Budget 2022: Gamechanger For Malaysian Equities? 01.11.2021 9:23
With the largest expenditure in history, Jeremy Goh, Head of Research at Hong Leong Investment Bank dissects market performance, identifies winners and losers as well as whether Budget 2022 will be a game-changer for the Malaysian equity market? Brought to you by Mah Sing. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Trifecta of Negative Factors Shaking Markets 01.11.2021 11:23
China's slowdown is worse than expected with PMI going below 50 for the 2nd time whilst inflation continues to be a worry globally due to supply shocks. Kyle Rodda, Market Analyst, at IG explains the impact these factors will have on markets. Image credit: shutterstock.com See omnystudio.com/listener for privacy information.
It's All About Inflation 29.10.2021 10:40
Major central banks are paying close attention to inflation as they tweak their respective monetary policies without suffocating the first shoots of growth. Carlos Casanova of UBP tells us how challenging this will be whilst giving us an outlook on the Chinese Economy. Image credit: shutterstock See omnystudio.com/listener for privacy information.
Getting Ready For The Rough Ride 29.10.2021 6:54
US equity markets continue to hit new highs but is this place to put your money in 2022? Shane Oliver, Chief Economist and Head of Investment Strategy at AMP Capital tells us whilst commenting on the current energy crisis. Image credit: shutterstock.com See omnystudio.com/listener for privacy information.
HSI Will Play Catch Up In 2022 26.10.2021 7:49
The Hong Kong equities market has been in the doldrums as its fortunes are tied closely to China. Worries over policy uncertainty, the unfolding Evergrande saga and slowing economic growth have been the main risks to the market. But is 2022 the year to relook at the equity market? Tham Mun Hon, Head of Greater China Research at UOB Kay Hian gives us his investment outlook and top picks for the mar...
Equities Is Still King 26.10.2021 11:38
Corporate results are in earnest and so far so good but will tech continue to be the leader of the pack? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management answers that question whilst telling us which asset class will still outperform. Image credit: shutterstock.com See omnystudio.com/listener for privacy information.
Equities Is Still King 26.10.2021 11:38
Corporate results are in earnest and so far so good but will tech continue to be the leader of the pack? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management answers that question whilst telling us which asset class will still outperform. Image credit: shutterstock.com See omnystudio.com/listener for privacy information.
Getting Foreigners To Love Us Again 25.10.2021 6:13
Bursa Malaysia is not the most unloved market in Asia but still languishing in negative territory. What will it take for foreign shareholding to rise? Imran Yusof, Head of MIDF Research tells us whilst giving us a peek of who might be the winners and losers of Budget 2022. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Not All Tech is the Same 25.10.2021 11:42
This week sees the release of big tech results but which will outperform? Kingsley Jones, Chief Investment Officer at Jevons Global gives us his views on this. He also tells what sectors to consider as Australia gradually reopens their borders. See omnystudio.com/listener for privacy information.
Watch US Bond Yields For Market Direction 22.10.2021 9:46
Equity market valuations are stretched and caution needs to be exercised with benchmark US bond yields a good monitoring barometer, says Tim Mulholland, President, TJM Limited, in Chicago. Brought to you by Nespresso. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Telco Sector Outlook With JENDELA 21.10.2021 7:42
With the sun setting on 3G networks and the rise of 5G, Jeffrey Tan from RHB Investment Bank explains how telcos will perform in a time where internet connectivity is now more important than ever. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.
Risk-On Back In Vogue As Chip, Supply Chain Concerns Fade 21.10.2021 9:36
Concerns over chip shortages, shipping gridlocks and inflation are dissipating as markets price in these obstacles while vaccinations and booster shots take grip. Yeap Jun Rong, Market Strategist with trading platform IG, explains. Brought to you by Nespresso. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.
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