BFM Media
Market Watch
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.
Be sure to visit the podcast's website and support the creator: www.bfm.my
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Episodes
Earnings Strength Meets Global Risk 26.04.2026 13:07
First quarter US corporate earnings results have so far beaten expectations led by names like Intel and Honeywell. David Chow, Director of Investment at Azure Capital, shares his insights on these results and what we might expect as the year progresses and current geopolitical events begin to show their impact. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.
Data, Interest Rates & War : Navigating Uncertainties 23.04.2026 12:32
US jobless claims data and the S&P PMI numbers were released overnight providing insights into the world's largest economy, even as the US-Iran standoff over the Strait of Hormuz continue to cloud the horizon. Dilin Wu, a research strategist at Pepperstone, shares her take on these issues as well as the trajectory of Australian interest rates going forward. Image Credit: Shutterstock See omnys...
Is Malaysia’s Tech Sector Ready for a Rebound? 22.04.2026 10:02
Malaysia’s semiconductor sector is showing early signs of recovery, with chipmakers raising prices and AI-driven demand supporting momentum. But with inventory levels still elevated and uncertainties around the durability of this upcycle, is this the start of a sustained rebound, or are risks still lurking beneath the surface? Image Credit: Shutterstock See omnystudio.com/listener for privacy info...
Equities At Record Highs : How Sustainable Is This? 22.04.2026 12:35
Overnight, the S&P500 and Nasdaq chalked up new record highs as first quarter results of firms like Goldman Sachs, Tesla and IBM beat analysts' expectations. Tony Nash, CEO of Complete Intelligence, weighs in on if this equities' rally still has legs or will the impact of high energy prices and lower consumer demand anticipated for Q2 might present itself. Image Credit: Shutterstock See omnyst...
Inflation Rears Its Head in Asia 21.04.2026 9:11
As the Gulf crisis creates supply shocks and drives inflation across Asia, which countries are more vulnerable? We discuss the regional economic outlook and monetary policy positioning with Carlos Casanova of UBP. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.
Pockets of Opportunities Amidst Volatile Markets 20.04.2026 12:34
Markets remain volatile despite signs of positivity in sectors like AI and tech, with company earnings supporting this view. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, share his insights into how and where to look for these opportunities. Image Credit: Shutterstock. See omnystudio.com/listener for privacy information.
Market Momentum Could Stall in 2H2026 19.04.2026 12:11
Global markets continue to rally despite the uncertainty in the Strait of Hormuz, partially driven by robust first quarter earnings results. But can this momentum last if the Gulf conflict is prolonged? We discuss this and other market trends with Kingsley Jones of Jevons Global. Image Credit: Shutterstock. See omnystudio.com/listener for privacy information.
Healthcare Enters a New Growth Cycle 19.04.2026 10:24
Malaysia’s healthcare sector is entering a new phase driven by an ageing population, rising demand for specialist care, and growing pressure on public systems. As private operators step in to fill capacity gaps and global disruptions reshape supply chains, what is the outlook for the sector, and where are the key opportunities and risks for investors? Image Credits: Shutterstock See omnystudio.com...
Upside for CPO in High Crude Price Environment 16.04.2026 8:44
The local palm oil plantation sector is entering a critical period of high volatility with inventories hitting a seven-month low and CPO prices surging nearly 19% in March. Jacquelyn Yow, Analyst, CGS International discusses whether upcoming demand catalysts like Indonesia’s B50 mandate can sustain this momentum or if rising production will soon weigh on the market. Image Credit: Shutterstock See...
US Markets Break Records Amid War Mixed Messaging 16.04.2026 12:06
Both the S&P 500 and Nasdaq registered record closing highs this week despite ongoing turmoil in the Gulf. Are US markets underpricing the risks from the war in Iran? We discuss market trends with Tim Mulholland of TJM Limited. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.
How Resilient are Singapore Equities? 15.04.2026 7:43
The Straits Times Index (STI) started 2026 on a steady footing, rising about 5.1% in the first quarter, even as global markets moved unevenly. But what’s driving this resilience, and is it built to last? We discuss this with Geoff Howie, Market Strategist, Singapore Exchange. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.
What GDP Downgrades Mean for Markets 15.04.2026 12:05
The World Bank and the International Monetary Fund recently signalled slower global growth as a result of the US-Israel war on Iran, now into its seventh week. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his insights into the impact on financial markets, especially emerging economies that seem to be less severely impacted. Image Credit: Shutterstock See omnystudio.com/l...
US Earnings Season Spur Investor Sentiment 14.04.2026 11:45
US markets rallied despite little breakthrough in US-Iran ceasefire talks. What's driving investor optimism and what are the key takeaways from the major US bank earnings so far? We discuss market trends with Joseph Sroka of NovaPoint Capital. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.
Market Volatility: Hold Steady or Hoard Cash? 13.04.2026 11:33
Uncertainty remains the theme as a fragile two-week ceasefire between Iran and the US remains in focus, despite a blockade of Iranian ports and vessels by the American navy. Peter Lim, Chief Research Officer, Trident Analytics, share his take on the best asset allocation strategy in these volatile times. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.
KLCI at 1,700: Can the Rally Sustain? 12.04.2026 9:21
After a strong rally earlier in the year that saw the FBM-KLCI breach 1,700 points for the first time in seven years, the market appears to have entered a consolidation phase. As the index hovers near this multi-year high, Ng Zhu Hann, CEO & Founder, Tradeview Capital explores whether the momentum can hold and which specific stocks investors can consider buying. Image Credit: Shutterstock...
Caution Ahead as Volatility Persists 12.04.2026 12:52
Weekend developments in the US-Israel war in Iran continue to dictate the direction of commodities and equities markets, following the failure of both sides to advance the two-week ceasefire. Kingsley Jones, the Chief Investment Officer at Jevons Global, shares his perspectives on asset allocation in this time of great uncertainty and volatility. See omnystudio.com/listener for privacy information...
Equity Markets Volatile As Iran Conflict Remains Unresolved 09.04.2026 11:42
Equity markets managed to remain buoyant with the latest developments in the West Asia conflict offering (very fragile) hope that would see the stabilisation of crude oil prices. Tim Waterer, Chief Market Analyst at KCM Trade, also discusses Australian equities amid a strengthening Australian dollar and a hawkish central bank there. Image Credit: Shutterstock See omnystudio.com/listener for privac...
Ceasefire Announced, Markets Recover : But For How Long? 08.04.2026 11:37
Equities rallied across the world immediately after a two-week US-Iran ceasefire was announced, while crude oil prices tumbled 16%, its largest one-day drop since 2020. Tony Nash, CEO of Complete Intelligence, discusses what he anticipates as more details about these latest developments become clearer. Image Credit: Shutterstock. See omnystudio.com/listener for privacy information.
Markets Adapting To Trump's Bluster 07.04.2026 12:15
The S&P500 has risen the last five consecutive days, its longest winning streak since January - have markets largely taken into accounts Trump's antics since the start of the Iran war? Michele Schneider, Chief Strategist at Market Gauge talks about what's been moving investor sentiment. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.
Markets Rise, Messaging Mixed, What Next? 06.04.2026 12:14
Financial markets continue to be dictated by mixed messaging coming out of the Trump administration in the short term, while in the long term, economic data continue to provide some guidance. Laurent Lequeu, independent market analyst and writer of the Macro Butler Newsletter, explains what he is anticipating. Image credits: Shutterstock See omnystudio.com/listener for privacy information.
Malaysia's Approach to Tackling the Energy Crisis 06.04.2026 10:57
Malaysia is rolling out measures to safeguard households and the economy, including setting up specialised crisis committees. Dr Cassey Lee, Principal Fellow and Coordinator of the Regional Economic Studies Programme at ISEAS–Yusof Ishak Institute, discusses how effective these efforts are in managing the crisis. See omnystudio.com/listener for privacy information.
Asian Central Banks Brace for Inflation 05.04.2026 14:33
The conflict in the Middle East has sent Brent crude oil prices above $USD100 for the better part of the past month. How will inflation risks weigh on Asian central banks whose countries rely on Gulf energy imports? We discuss this and other market-moving trends with Song Seng Wun, Economic Adviser at SDAX. See omnystudio.com/listener for privacy information.
Opportunities in Volatility 02.04.2026 14:10
World markets were again buffeted by news that the United States and Israel plan to continue attacking Iran, while a possible arrangement between Tehran and Oman to open up the Strait of Hormuz, provided some relief. Tim Mulholland, President of TJM Limited shares some insights into where to find investment opportunities. Image Credit: Shutterstock. See omnystudio.com/listener for privacy informat...
Impact of Iran War on Malaysia's Construction Sector 02.04.2026 7:40
Malaysia's construction sector is bracing for moderate to significant disruptions as the US-Israel war against Iran threatens global supply chains and energy stability. Against that backdrop, what is the outlook for the sector and are there any buy ideas still for investors? Adam Mohamed Rahim, Equity Research Analyst, RHB Research will be discussing this. See omnystudio.com/listener for privacy i...
Equity Markets Rebound, But For How Long? 01.04.2026 13:38
Equity markets around the world have staged a strong rebound overnight, as crude oil prices decline on (tenuous) hopes that the US war on Iran may see an end. Vishnu Varathan, Head of Macro Strategy, Asia ex-Japan at Mizuho Bank, also discusses the latest economic figures as well as where the ringgit is heading, after recently weakening against the USD. Image Credit: Shutterstock. See omnystudio.c...
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