Market Watch

Malaysian company earnings might have been a tad downbeat, but the key questions remains the forward outlook. Anand Pathmakanthan, Head of Regional Equity Research, Maybank Kim Eng, offers a 2Q wrap up and a forward view. Image credit: FMT See omnystudio.com/listener for privacy information.

America is recovering fast but Asia is a bottleneck, which needs to be resolved soon, says Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With the twin headwinds of political uncertainty and the pandemic shrinking, foreign interest seems seems to be returning to Malaysia, says Danny Wong, CEO of Areca Capital. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Share prices of US tech companies continue to soar. Why are they still a favourite? Jack Kouzi, Director for Strategy at VFS Group discusses. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

China’s Manufacturing PMI figures for August hint that economic growth might be slowing down on the Mainland. We ask Carlos Casanova, Senior Economist at UBP, why. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US markets continue their bullish trend. We ask Tony Nash, CEO of Complete Intelligence if this is due to better than expected corporate earnings in the coming quarters or the Fed monetary policy. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Jack Kouzi explains why China tech has reached its bottom as the recent regulatory crackdown has sent China tech stocks to new lows. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With ultra low interest rates, M&A deals are abundant even in Australia despite the lock downs and emergence of the Delta variant. Kingsley Jones, Founder and Chief Investment Officer of Jevons Global gives us an on the ground view of this plus weighing in on why US markets hit new highs. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Morning Run speaks to Tim Mulholland, President, TJM Limited, Chicago on whether he prefers Chinese consumer stocks over tech, and how will median home prices affect earning performance of property and construction related stocks this quarter. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Vishnu Varathan of Mizuho Bank discusses Jerome Powell’s likely remarks about the Fed’s taper program at the upcoming Jackson Hole symposium this week and what they will mean for financial markets. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

After weeks of selldowns, investors ask, 'is China no longer investible?'. For Jack Kouzi, Director for Strategy for VFS Group in Sydney, the answer is a clear No. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Song Seng Wun, Economist with CIMB Private Banking in Singapore, discusses the region’s market outlook in the context of market-friendly Fed comments on its taper program which will be further added to at the Jackson Hole symposium later this week. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Carlos Casanova unpacks the latest FOMC minutes that indicate that the Fed seems divided on the timing of tapering, the impact of inflationary pressures, and whether the recent impact of U.S equities selloff was a knee-jerk reaction. See omnystudio.com/listener for privacy information.

Despite the country being in various stages of lockdowns, the economy and market may surprise on the upside towards year-end. Michael Lai, Executive Director for Wealth Advisory at OCBC Bank tells us why. See omnystudio.com/listener for privacy information.

VFS Group's Jack Kouzi has been buying select China tech stocks following weeks of declines due to govt regulatory clampdowns. We also ask him about Apple shares and if a correction is due. See omnystudio.com/listener for privacy information.

Tony Nash shares the implication on markets as a result of the double whammy of weakening consumption sentiment in both US and China. He also explains how intrinsically linked the US and China's economies are despite the ongoing tensions on the surface. See omnystudio.com/listener for privacy information.

The two Ps - politics and pandemic - are expected to dominate newsflow and market sentiment this week, so how should investors strategize their asset allocation in these tumultuous times? We speak to Alexander Chia, Regional Head of Research, RHB Investment Bank on investment strategy and RHB house view on the ringgit. See omnystudio.com/listener for privacy information.

All things related to travel have been badly hit by Covid-19 with movement severely curtailed. But are there gems to be found and is it time to bottom fish? Ahmad Maghfur Usman, Equity Research Analyst at Nomura Malaysia tells us. See omnystudio.com/listener for privacy information.

Southeast Asian stocks, with the exception of Singapore, appears mired in a holding pattern but longer-term, remain a major engine of growth for the global economy, says Kingsley Jones, Chief Investment Officer at Canberra-based Jevons Global. See omnystudio.com/listener for privacy information.

As the NASDAQ Golden Dragon China fund fell a whopping 22% in July, we ask Tim Mullholand, President, TJM Limited, Chicago if investors will return to Chinese stocks anytime soon. The Morning Run also asks him which sector will outperform this quarter in the US stock indices, we also ask his perspective on US banks' solid earnings in the second quarter. See omnystudio.com/listener for privacy info...

The US Consumer Price Index rose 5.4% in July, reaching a 13-year high. How will this play into the timeline for the Fed to taper stimulus? Vishnu Varathan of Mizuho Bank weighs in and also discusses the economic outlook for emerging markets Indonesia and Malaysia as well as Singapore. See omnystudio.com/listener for privacy information.

With the flash crash in gold prices, silver and nickel price levels are also falling, we ask Song Seng Wun, Economist, CIMB Private Banking what is causing this plunge in commodity prices. The Morning Run also asks him about Singapore and Malaysia's GDP growth numbers, as well as whether to sell or hold Ringgit with the current movement restrictions and political uncertainty. See omnystudio.com/li...

The S&P 500 nailed record highs after U.S job numbers ran past market estimates. Does this increase expectations that the Fed will initiate a pullback in stimulus sooner rather than later? Jeffrey Halley, Senior Market Analyst at OANDA, give us his view, as well as a look at China and US growth and his views on gold, oil, and commodities. See omnystudio.com/listener for privacy information.

Markets have been roiled by China's attempts to stem the impact on its growth due to high housing, education and healthcare costs, even as the Delta variant threatens to stopper global recovery efforts. Carlos Casanova, Senior Economist at UBP in Hong Kong, discusses. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Will rising covid 19 cases in the US derail economic recovery? Tony Nash, CEO of Complete Intelligence gives us his views whilst weighing in the recent slump in oil prices. See omnystudio.com/listener for privacy information.