Market Watch

Simon Lim from Hong Leong Asset Management advises how we should manage your 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.

2021 was supposed to be the year of recovery with vaccine optimism but the Delta variant showed otherwise. Will 2022 be a repeat and disappoint or will the global economy recovery and how should we position for it? Michael Lai, Executive Director, OCBC Bank (Malaysia) tells us. Brought to you by Nespresso. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Oil, natural gas, and even coal prices have been inching higher on the back of improving demand while supply has been crimped by inventory disruptions. Carlos Casanova, Senior Economist at UBP tells us if this has an impact on inflation and are these prices temporary. Brought to you by Nespresso .  Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

September has been a cruel month for US markets with a confluence of factors from inflation fears, high bond yields and weaker economic data. Song Seng Wun, Economist at CIMB Private Banking tells us if this correction is temporary or a sign of a more ominous 2022. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US markets had the sharpest correction since March due to a confluence of factors from rising bond yields, high oil prices, and Washington questioning the renomination of Fed Chair, Jerome Powell. Jack Kouzi, Director for Strategy at VFS Group tells us if we should buy the dips especially in the tech space. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Bank Negara Malaysia will announce the 5 digital banks in the 1st quarter of 2022. It's a very crowded race with 29 applicants but what does this mean for conventional banks? Will they see an erosion of market share and profitability? Clement Chua, Senior Equity Analyst of Kenanga Group gives us his views whilst telling us his top picks for the sector. Image credit: Shutterstock.com See omnystudio...

We speak to Joe Quinlan about opportunities in the US equity markets and his perspective on oil as Brent crude hit its highest level since October 2018. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Kingsley Jones helps us identify the opportunities in the Eurozone as Eurozone markets have been the quiet achiever this year as well as get his views on how does he look at travel and hospital stocks in Asia Pacific as markets begin to open up. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Both the S&P and Dow snapped their respective four-day losing streaks thanks to the Fed not making any any surprising moves following its two-day meeting, though Evergrande’s debt crisis and US inflation remain concerns, says Tim Mulholland, President, TJM Limited, Chicago. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Unlike the Malaysian equity market, the debt market remains in vogue with foreign investors. In fact, foreign investors hold around 40% or RM192 billion of total Malaysian Government Securities (MGS) outstanding. So what are the reasons for the foreign inflow and is there the risk of a reversal when the Federal Reserve starts undoing their accomodative monetary policy? We discuss this with Hasif M...

Financial markets have responded, with some equanimity, Fed commentary that asset tapering is to begin in November, with rates set to rise in 2022. Kyle Rodda, Market Analyst at the Australian trading platform IG, discusses. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Jeffrey Halley, Senior Market Analyst, OANDA discusses why US markets were whipsawing between positive and negative territory yesterday, and the more contagion effect of the Evengrande debt crisis. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With China’s policy revamps and Evergrande debt concerns, not to mention a stuttering global economy, markets are unsurprisingly jittery, but it’s a buying opportunity to pad portfolios with resource, industrials and financial stocks, says Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management. See omnystudio.com/listener for privacy information.

Syifaa’ Mahsuri Ismail, Equity Research Analyst from Hong Leong Investment Bank, discusses the strength -- or not -- of public-listed consumer stocks in terms of resilience and recovery, with a view on the upcoming 12th Malaysia Plan. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, takes a look at the two most-pressing events gripping financial markets this week: a slowing China framed by a possible default at distressed developer Evergrande, and the possibility of some clarity from the Federal Reserve about its taper strategy. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Macroeconomic data from China has been uneven pointing to slower growth especially domestic consumption. Will the debt crisis by the world's most indebted property company, Evergrande make matters worse and have a contagion effect? Carlos Casanova, Senior Economist at UBP gives us his views. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

East Malaysian stocks are often overlooked but are there perhaps companies that will see robust earnings growth? Lester Siew, equity analyst from RHB Investment Bank helps us with that question. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

There are rumours that Beijing is looking to break up Alipay. We ask Jack Kouzi, Director for Strategy, VFS Group, why and how will it change Ant’s valuation should that happen? Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US markets snapped back after a five days losing streak. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us why and if this is a buying opportunity. He also weighs in on the recent news of the break-up of Alipay and does this increase the risk of investing in China Big Tech. Image credit: See omnystudio.com/listener for privacy information.

We speak to Alvin Tai, Bloomberg's Soft Commodities Analyst on the outlook of agriculture crops and what are the short term and long term challenges and opportunities across the region. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Markets have taken a breather as delta variant crimps global growth. But one sector that remains in vogue is technology especially chip manufacturing which is facing global shortages that will last till 2022. Kingsley Jones, Chief Investment Officer, Jevons Global tells us where to put out money in this space. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

BNM has left interest rates unchanged in its seventh-straight meeting, but with the economy faltering thanks to the Delta variant, is there a case for dropping them yet further? Abdul Mui’zz Morhalim, Economist at MIDF Research, discusses. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

ASEAN is gaining investor interest even as US mega-tech stocks gain to uncomfortable levels in the midst of record money printing, says Tim Mulholland, President of TJM Limited in Chicago. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank gives us his take on recent US jobs numbers, ECB's likely policy decision, and how he expects South East Asian economies will recover from the pandemic. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Japan's stocks are surging, China's US-listed stocks resurgence could be a flash in the pan, while El Salvador's Bitcoin experiment might remain exactly that, according to Jeffrey Halley, Senior Market Analyst, OANDA. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.