Market Watch

Sweeping regulatory clampdowns in China has spooked investors even as US corporate earnings continue to surprise on the upside. Tech permabull Jack Kouzi, Director for Strategy, VFS Group in Sydney, discusses.  See omnystudio.com/listener for privacy information.

US GDP growth will continue to trend above average whilst earnings season was in line with expectations but yet markets appear to be at crossroads. We ask Joe Quinlan, Chief Market Strategist, at US Trust-BOA Private Wealth Management, why. See omnystudio.com/listener for privacy information.

With China's sudden change in policy impacting technology, ride-hailing and even online education, equity markets in China and Hong Kong took a dive last week. Kingsley Jones, Chief Investment Officer at Jevons Global tells us if China stocks are still a buy and the importance of fundamental analysis. See omnystudio.com/listener for privacy information.

U.S Big Tech released blockbuster results with a mixed outlook, Robinhood’s debut disappointed, Chinese regulators have come out to calm the markets, and 5 Chinese companies have shelved their IPO plans in the US. The Morning Run discusses all this with Tim Mulholland, President, TJM Limited, Chicago. See omnystudio.com/listener for privacy information.

Between Fed decisions, China regulation, and of course a global pandemic, how are emerging market currencies faring against the US dollar? We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank to help us understand that, and other market news. See omnystudio.com/listener for privacy information.

Stellar earnings reports have rolled in for US big tech names Apple, Alphabet, and Microsoft- but the market remained unimpressed. We speak to Jeffrey Halley, Senior Market Analyst, OANDA about why this has been the case, as well as the battering we're seeing in Chinese education and tech. The Morning Run also asks Jeffrey about the latest surge in Bitcoin prices and his views on cryptocurrency. S...

Singapore’s key benchmark index, the Straits Times Index, is one of the region's top performers year-to-date in 2021 with a year-to-date return of just under 11%, only surpassed by Korea and Australia. Japan lags behind, up only 1.2%, while Hong Kong, Malaysia, and Shanghai are in the red year-to-date That said, with the spread of the virus prompting new restrictions, what should investors b...

Chinese tech equities were hammered in the last two days on the back of policy change on education companies. Is it time to buy or exit Chinese stocks, or should we wait and see? Jack Kouzi, Director for Strategy at VFS Group discusses. See omnystudio.com/listener for privacy information.

Nearly 90% of S&P 500 companies reporting quarterly results beat estimates from the Street. What propelled these earnings and can this momentum continue? The Morning Run also speaks to Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management, about the heavy selling on China and Hong Kong markets, and the growing policy risk there. See omnystudio.com/listener for priv...

Retail, Transport, and Construction have been the hardest hit sectors in Asia due to the pandemic, The Morning Run dives into which will recover first with Bernard Aw, Asia Pacific Economist at Coface. They also get into the semiconductor supply shortage and impact to Asian economies as well as Asian debt concerns and possible contagion from Chinese property developer Evergrande’s debt probl...

Recently emerging market currencies in Asia have depreciated against the US dollar. Carlos Casanova, Senior Economist at UBP explains why despite the twin deficits in the US. See omnystudio.com/listener for privacy information.

Bond markets have been volatile and the correlation between yields and inflation appears distorted. Edward Toh, Chief Investment Officer of Areca Capital explains why. He also gives his investment strategy and outlook for the Ringgit. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Tony Nash, CEO of Complete Intelligence, explains where markets are headed in the context of rumors that dovish Fed chief Jerome Powell might stay a second term, even as corporate earnings and cash-rich US tech giants might boost gains with share buybacks. See omnystudio.com/listener for privacy information.

It's earnings season, but amidst a return in investor appetite to risky assets like equities, Netflix's latest earnings have disappointed some quarters. Jack Kouzi, Director for Strategy at VFS Group, discusses Netflix amidst what he thinks are transitory inflation concerns plus the upcoming IPO of trading platform Robinhood. See omnystudio.com/listener for privacy information.

Finance Minister has suggested that Malaysia's GDP will be in the range of 4% due to the extended lockdowns. But could the Malaysian economy surprise on the upside? Dr. Sailesh K Jha Group Chief Economist and Head of Market Research at RHB Bank tells us. Image Credit: Mathieu Stern / unsplash.com See omnystudio.com/listener for privacy information.

US equity markets are taking a breather while bonds are rallying despite the inflationary outlook. Kingsley Jones, Chief Investment Officer at Jevons Global helps us make sense of what is happening. See omnystudio.com/listener for privacy information.

As China looks like it may continue tightening regulatory scrutiny on its homegrown tech giants, how can investors weigh that risk against any potential reward? We ask Tim Mulholland, President of TJM Limited, Chicago for his thoughts, as well as for insight into whether the US tech tsunami is as unstoppable as it seems. Image credit: Shutterstock.com See omnystudio.com/listener for privacy inform...

Following up from Jerome Powell Fed chairman reports on his monetary policy outlook, we spoke to Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank if we should be spooked by US’ recent high CPI numbers, would the Fed taper than sooner, the US dollar momentum, and closer to home, if Singapore's GDP forecast is too bullish. See omnystudio.com/listener for privacy information.

Earnings season has kicked off in the US with some of its biggest banks leading the way. We ask Jeffrey Halley, Senior Market Analyst from OANDA why the market seems unmoved by the stellar earnings reported by JP Morgan and Goldman Sachs, as well as whether the Chinese central bank is preparing for a possible downturn in the near future. See omnystudio.com/listener for privacy information.

Hong Kong stocks rose for a third day yesterday as technology companies staged the biggest rebound in three weeks, but the Hang Seng index is still far off from its peak in February, having fallen around 10% since breaking past 30,000 points for the first time since May 2019. Is this the time to bottom fish or is there more room to fall? The Morning Run speaks to Mun Hon Tham, Head of Greater Chin...

U.S Financial stocks will kick off this week’s earning season, how well did the sector perform going into earnings season? The Morning Run speaks to Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management, for his thoughts here, as well as falling yield curves, expectations from Jerome Powell at this week’s Semiannual Monetary Policy Report, and the capital m...

U.S equities seem unstoppable, with all the major indices hitting new highs on Friday. Does this upward trajectory have legs to keep going? The Morning Run speaks to Jack Kouzi, Director of Strategy at VFS Group in Sydney, to find out. Jack also gets into this views on the decoupling between US and China with regards to China's clamp downs on IPOs, as well as upcoming tech earnings and inflation t...

The risk-off trade is back with US 10 Year Treasury Yields dropping to 1.29%. But is this the end of the market rally and should we be more worried about covid 19 variants? Carlos Casanova, Senior Economist at UBP tells us. See omnystudio.com/listener for privacy information.

Why has the Malaysian equities market been one of the worst-performing in the region to date, and will fortunes change in the second half of the year? Koh Huat Soon, Head of Research at Kenanga Investment Bank gives us analysis and outlook for the remainder of the year, including his top sector picks. See omnystudio.com/listener for privacy information.

Why has the Malaysian equities market been one of the worst-performing in the region to date, and will fortunes change in the second half of the year? Koh Huat Soon, Head of Research at Kenanga Investment Bank gives us analysis and outlook for the remainder of the year, including his top sector picks. See omnystudio.com/listener for privacy information.