Market Watch

Overnight saw some shine return to Wall Street as banks and tech staged a rebound following back-to-back days of declines. Kingsley Jones, Chief Investment Officer at Jevons Global shares his insights into markets to look out for including Malaysia and the region. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Overnight saw the release of US PPI and retail sales numbers, as well results for some major US banks were released. Gold also hit a new record high with other precious metals following closely. Tony Nash, CEO of Complete Intelligence, shares his perspectives on where investment opportunities might lie. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

How will snap elections affect the Japanese and Thai economies? We speak with Carlos Casanova, Senior Economist at UBP, about the expected impact, as well as other developments in Asian markets. See omnystudio.com/listener for privacy information.

US markets rallied despite the Federal prosecutors opening a criminal investigation into Federal Reserve chair Jerome Powell. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management why and if markets will continue to rally. We also ask about the banking results that will be released later this week and if the good news is already in the price. Image Credit: Shutterstoc...

The petrochemical sector has suffered from global overcapacity for the past few years due to the Chinese players leading to margin pressure and even consolidation. Is the sector at a turning point yet? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia gives us his perspective whilst we ask about Capital A's regularisation plan. Image Credit: Shutterstock.com See omnystudio.com/listener for pr...

The S&P500 broke another record on Friday but will the rally continue? Tim Waterer, Chief Market Analyst, KCM Trade tells us his perspective whilst we also look at the upcoming earnings of the banks. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Tech and AI names in Asia have rallied hard in the beginning of the year as TSMC is up about 8% while the Kospi is up more than 9% in just the first 8 days of the year. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter if these markets or Asia tech names still look attractive. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy informati...

With mixed data points, uncertainty remains as to the outlook for the US market. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank as to his view of whether the Fed will be more aggressive with their rate cuts. We also ask if the Ringgit will continue to appreciate in 2026. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Asian equities in particular Hong Kong, Korea and Japan have started 2026 with a bang. We ask Dilin Wu, Research Strategist, Pepperstone as to the reasons for this early rally and what are the investment ideas to capitalise on this. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Singapore’s Straits Times Index performed exceptionally last year up 22.7%, maintaining a streak of gains three years in a row. We ask Adrian Loh, Head Of Research, UOB Kay Hian Singapore for his 2026 outlook and strategies investors should be focusing on. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

North Asian markets have had a good start to the year. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management whether he thinks this rally will continue for the rest of 2026 and which sectors stand to benefit. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With global equities rallying last year, will there be a repeat in 2026? We ask  Kingsley Jones, Chief Investment Officer, Jevons Global what are the catalysts for markets this year, which asset classes will outperform and  what the opportunities are in North Asia. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The FBMKLCI has ended 2025 on a positive note, albeit just up 2.3%%, underperforming the STI and JCI by a wide margin. We ask Peter Kong, Head of Research, Kenanga Investment Bank what is the outlook for 2026 and his top buy ideas. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Despite the US tariffs, the US economy continues to exceed expecations with inflationary pressures building. However this points to another good year for equities and precious metals. A view that Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter holds. We also asked him if AI will continue to be a theme in 2026 and his expectations of China's economy. Image Credi...

Global equities have had the best run in six years on the back of the AI theme and Fed fund rate cuts. Will the rally continue in 2026? Tony Nash, CEO, Complete Intelligence will give us his perspective and what is the investment strategy to adopt. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The US equity market is poised for another rally in 2026 but what are some of the headwinds that it might face? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his answers whilst telling us his top picks for Asia. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The FBMKLCI looks set to end 2025 up by around 2% for the year, a little disappointing compared to equity markets in Singapore and Jakarta. Peter Lim, the chief research officer at Trident Analytics, shares his outlook for 2026 for Malaysian stocks. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Both the S&P500 and Dow Jones look set to hit new highs in 2025 but can this rally continue in the new year? We ask Song Seng Wun, Independent Economist for his views whilst trying to understand why the Chinese Yuan has been appreciating of late. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Santa Claus Rally typically starts on the trading day after Christmas. David Dietze, Chief Investment Strategist at Dietze Wealth Management Group, tells us if we should expect one this year. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The santa rally is upon us with US Indicies up after a weak start to December. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tell us if this rally will continue into 2026 and what is asset allocation to adopt. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Last week, US markets rallied on the back of AI trades as markets assumed that the tech bubble will not materialise. Tim Waterer, Chief Market Analyst, KCM Trade give us his perspective and if this theme will continue into 2026. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The tech sector is a tale of two halves with stellar results from Micron but disappointing numbers from Oracle and Broadcom. We ask Dilin Wu, Research Strategist, Pepperstone if this is the end of the AI rally or is it a case of just being more discerning. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

As the year comes to a close, the selling on AI stocks remains unabated. We ask Tony Nash, CEO, Complete Intelligence, if it's time to sell tech names that have benefitted from this theme. We also ask about the outlook of oil for 2026 and if this commodity's fortune can be reversed. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

On year to date basis, the FTSE Bursa Malaysia Small Cap Index is down 13%. However are valuations in this space too attractive to ignore? Lee Meng Horng, Senior Analyst, RHB Investment Bank tells us his perspective, the investment strategy to adopt and his top buy ideas. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The China yuan hit a 14-month high against the USD even as the latest data show China’s economic growth stalling. Will the yuan continue to appreciate? Carlos Casanova, Senior Economist, UBP gives us his outlook on China's and other Asian currencies. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.