BFM Media

Market Watch

News EN ↓ 6079 episodes

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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BFM Media

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News

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www.bfm.my

Latest episode

Jul 9, 2026

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Episodes

Indonesia, Time To Check In 20.10.2021

The Indonesian economy is in a sweet spot with a covid infection rates down while commoditiy prices are on a tear. Jeffrey Halley, Senior Market Analyst at OANDA tells us why it pays to be bullish in Indonesia and what sectors will outperform in 2022. Brought to you by Nespresso. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Indonesia, Time To Check In 20.10.2021

The Indonesian economy is in a sweet spot with a covid infection rates down while commoditiy prices are on a tear. Jeffrey Halley, Senior Market Analyst at OANDA tells us why it pays to be bullish in Indonesia and what sectors will outperform in 2022. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

CPO Prices Flying High 20.10.2021

Palm oil prices have been on a bullish trend like all other commodities. Ong Chee Ting, Regional Plantation Analyst from Maybank Investment Bank tells us the reasons for this and whether it is sustainable. He also weighs in with his top picks for the sector. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

CPO Prices Flying High 20.10.2021

Palm oil prices have been on a bullish trend like all other commodities. Ong Chee Ting, Regional Plantation Analyst from Maybank Investment Bank tells us the reasons for this and whether it is sustainable. He also weighs in with his top picks for the sector. Brought to you by Nespresso. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Travel Recovery In The Cards? 18.10.2021

James Teo, Transport & Logistics analyst from Bloomberg gives us a sense on whether airline stocks are worth investing now after more than a year of struggle as airlines in Asia-Pacific are finally seeing some light at the end of the tunnel. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

It's A Somber Time To Be An Economist 18.10.2021

With higher inflation, rising energy costs and the end of the cheap money, what does this mean for Asian economies? Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank warns us of what to expect and which countries will struggle with this triple risk. Brought to you by Nespresso. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Profits Despite Preemptive Currency Move 15.10.2021

Singapore may have unexpectedly hiked its currency band but its banks and exporters are still profiting, according to Geoff Howie, Market Strategist of the Singapore Exchange. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Rising Prices, Mounting Concerns 15.10.2021

Inflationary concerns are sending shockwaves through markets with policymakers scrambling. Carlos Casanova, Senior Economist at UBP discusses. Brought to you by Nespresso. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Inflation Stares Down A Reflating US Economy 14.10.2021

Disruptions in the global supply chain and rising prices are the focal point for financial markets this week even as the US economy reflates. Tony Nash, CEO, Complete Intelligence, discusses.   Brought to you by Nespresso. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

JCI Playing Catch Up In 2022 13.10.2021

Indonesia just like the rest of ASEAN has been affected by the Covid-19 pandemic with  exceptionally high cases. However, with vaccination rates increasing significantly, is it time to relook at the equity market? Jerry Goh, Investment Manager Asia Equities at Aberdeen Standard Investments tells us how to position for this re-rating. Image credit: Triawanda Tirta Aditya / Shutterstock.com See...

Rely On Good Old Dirty Energy 13.10.2021

Apple just cut its production forecast for its iPhone due to chip shortages. What are the repercussions of this and will it affect other consumer electronic goods? Jack Kouzi, Director for Strategy at VFS Group tells us whilst weighing in on the energy crisis. Brought to you by Nespresso. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Quinlan: The Fed Is Dead Wrong On Inflation 12.10.2021

As inflation rears its head in developed economies, market commentator Joe Quinlan weighs in on whether investors should be concerned about the threat of stagflation. He also discusses the sectors to keep watch on as economies reopen in the Asia-Pacific. Brought to you by Nespresso. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Quinlan: The Fed Is Dead Wrong On Inflation 12.10.2021

As inflation rears its head in developed economies, market commentator Joe Quinlan weighs in on whether investors should be concerned about the threat of stagflation. He also discusses the sectors to keep watch on as economies reopen in the Asia-Pacific. Brought to you by Nespresso. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Quinlan: The Fed Is Dead Wrong On Inflation 12.10.2021

As inflation rears its head in developed economies, market commentator Joe Quinlan weighs in on whether investors should be concerned about the threat of stagflation. He also discusses the sectors to keep watch on as economies reopen in the Asia-Pacific. Brought to you by Nespresso. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Quinlan: The Fed Is Dead Wrong On Inflation 12.10.2021

As inflation rears its head in developed economies, market commentator Joe Quinlan weighs in on whether investors should be concerned about the threat of stagflation. He also discusses the sectors to keep watch on as economies reopen in the Asia-Pacific. Brought to you by Nespresso. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

2022 Is Going To Be Better, Hopefully 12.10.2021

Malaysian equity markets have been impacted by the glove sector in 2021 but will 2022 see better performance for the FBMKLCI? Alexander Chia, Regional Head of Research at RHB Investment Bank tells us how to position our portfolio for the new year and what his top picks are. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

2022 Is Going To Be Better, Hopefully 12.10.2021

Malaysian equity markets have been impacted by the glove sector in 2021 but will 2022 see better performance for the FBMKLCI? Alexander Chia, Regional Head of Research at RHB Investment Bank tells us how to position our portfolio for the new year and what his top picks are. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Markets At Crossroads Again 11.10.2021

US Jobs data disappoints, Goldman Sachs cuts GDP growth and, inflation is not transitory. What does one do in a market like this? Kingsley Jones, Chief Investment Officer at Jevons Global tells us. Brought to you by Nespresso.  Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Opportunities In Plant-Based Diet Market 11.10.2021

Syifaa’ Mahsuri Ismail from Hong Leong Investment Bank shares with us the future of the plant-based diet market in Malaysia and how it translates in terms of outlook for the vegan market and consumer sector. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US Jobs Report To Guide Market Direction 08.10.2021

Despite the extension of the US debt ceiling, the markets are turning cautious, with the US jobs report the next data marker that guides markets.  Tim Mulholland, President, TJM Limited, Chicago, discusses. Brought to you by Nespresso. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Rosy Outlook For The Oil & Gas Sector? 07.10.2021

Steven Chan from Kenanga Investment Bank dives into the oil & gas industry, as there has been an upside catalyst for counters in Malaysia but are they out of the woods yet? Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US Debt Ceiling Woes Addressed: What’s Next? 07.10.2021

Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, explores America’s escape from debt ceiling disaster, even as the energy crunch and supply chain shortages ail market sentiment. Brought to you by Nespresso. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Tech Stocks Under Significant Pressure 06.10.2021

Tech carnage, as well as rising oil and gas prices continue to worry investors. We turn to Jeffrey Halley for counsel on how we should relook our portfolios in these volatile times. Brought to you by Nespresso. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Big Tech Meltdown, What Do You Do? 05.10.2021

Nasdaq is down more than 2%. Are investors using an excuse to take money off the table and is this a buying opportunity for us. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us. Brought to you by Nespresso.  Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Hoping For A Better Q4 And 2022 04.10.2021

Simon Lim from Hong Leong Asset Management advises how we should manage our portfolios after a challenging 2021, as we ask him if the worst is really truly behind us as the economy begins to reopen. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

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