Market Watch

US Equity Markets hit an all time high but is there still legs to this rally? Tony Nash, CEO, Complete Intelligence tell us. See omnystudio.com/listener for privacy information.

Chinese regulators continue to crack down on DiDi and other companies, we ask Jack Kouzi, Director for Strategy of VFS Group on whether the risk is worth it for investors. We also ask him about his expectations for US corporate earnings. See omnystudio.com/listener for privacy information.

A mounting conflict within OPEC+ between the UAE and Saudi Arabia is sending oil prices north, yielding serious global repercussions for inflation and henceforth, an appropriate global central bank response. Song Seng Wun, Economist, CIMB Private Banking, discusses. See omnystudio.com/listener for privacy information.

With an EMCO imposed in Selangor and parts of KL, will this have an impact on the Malaysian economy since both contribute disproportionately to the GDP? Abdul Mui’zz Morhalim, Economist at MIDF Research gives us his views and if Bank Negara will cut the OPR at the next MPC. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Oil's rise has highlighted the brewing spat between the UAE and Saudi Arabia, while China's clampdown on Didi Chuxing further magnifies regulatory risks with China IPOs. Kingsley Jones, Chief Investment Officer, Jevons Global, discusses. See omnystudio.com/listener for privacy information.

The S&P 500 rose overnight and hit another record high as Wall Street kicked off the second half of 2021 on a positive note with energy stocks leading the way. Will this continue into the second half of the year? The Morning Run speaks to Tim Mulholland, President of TJM Limited, for his thoughts on this, but also Didi’s IPO, OPEC+ and oil prices, and the impact of global minimum tax on...

Are regional markets entering a new phase of risk aversion? The Morning Run gets into this with Vishnu Varathan, Head of Economics & Strategy with Mizuho Bank. They also get into the implications of the dollar strengthening, outlooks for Singapore, China, and Vietnam, as well as expectations from the OPEC+ meeting on oil prices. See omnystudio.com/listener for privacy information.

The PEMULIH package includes an opt-in automatic moratorium, how will this initiative impact banking sector earnings? The Morning Run speaks to Liew Wai Hoong, Banking Analyst from RHB Research, on this, banks that are most and least impacted, as well as his top picks. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US Dollar strengthening, gold weakness, Indonesia Rupiah outlook, currency selling pressure in the region. The Morning Run gets into all this with Jeffrey Halley, Senior Market Analyst with OANDA. See omnystudio.com/listener for privacy information.

The FBMKLCI dropped to an 8 month low as uncertainties grow over the extended lockdown and the impact it will have on the economy. Is the recently announced PEMULIH Package the catalyst the markets need or will it further dampen market sentiment? Image Credit: Syahtuah Mohamed / Shutterstock.com See omnystudio.com/listener for privacy information.

Morgan Stanley doubled its dividend payment, more IPOs on the horizon including high-profile ones from China with Didi and Dingdong, and should growth stock and tech investors are prepared for a significant pullback as tapering concerns rise. The Morning Run gets into all this and more with Joe Quinlan, Chief Market Strategist with the US Trust-BOA Private Wealth Management. See omnystudio.com/lis...

The S&P 500 managed to power to another record high on Friday. The Morning Run speaks to Bernard Aw, APAC Economist with Coface, about the macroeconomic indicators to watch with regards to the sustainability of the U.S equity rally is sustainable in the long run. They also get into inflation and tapering concerns, oil price outlook, and announcements Bernard is watching out for from China Pres...

An already recovering America has been boosted by the approval of Joe Biden's infrastructure plan and the passing with flying colours of the health of the country's financial system. Carlos Casanova, Senior Economist, UBP, discusses. See omnystudio.com/listener for privacy information.

Fed Chair, Jerome Powell reassures markets that the US is not facing hyperinflation. However, there have been price increases of key commodities. Will this rising cost be passed onto consumers or will companies face margin compression? Tony Nash, CEO of Complete Intelligence tells us. See omnystudio.com/listener for privacy information.

Jack Kouzi, Director for Strategy, VFS Group, discusses Microsoft’s hitting the $2 trillion mark in its market cap and fields questions on ASEAN’s own big-cap tech: Grab, soon to make its public debut. See omnystudio.com/listener for privacy information.

US equities and markets appear to be divided between those who are nervous about the impending Fed rate hikes, whilst some are positive with the infrastructure fiscal spending. Joe Quinlan weighs in on which camp he favours, and also gives his predictions for the upcoming earnings season. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Yesterday, Axiata Group, Telenor Asia and Digi.com signed transaction agreements for the proposed merger of Celcom Axiata and Digi. What changes will this merger bring to the Malaysian telco space? Who stands to benefit, the consumers or the telcos? Janice Chong, Senior Director, Fitch Ratings weighs in on her views. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy informatio...

Syifaa Mahsuri Ismail, Equity Research Analyst from Hong Leong Investment Bank discusses the impact of MCO 3.0 on the normally resilient consumer sector, which despite recent travails, continues to trade at premium valuations. Image Credit: 89stocker / Shutterstock.com See omnystudio.com/listener for privacy information.

Global markets have pulled back following the Fed’s recent signals for a rate hike in 2023. We discuss the reaction with Kingsley Jones of Jevons Global, and also tap his insights on the market impact of the surge in Covid-19 cases and the threat of new variants. Additionally, Kingsley weighs in on the prospects for the Australian economy, which is seeing strong growth in minerals and energy...

Tim Mulholland, President of TJM Limited in Chicago discusses his reactions to the Fed’s hawkish statement, and if it changes his investment strategy including thoughts on smaller tech stocks that might be overlooked. See omnystudio.com/listener for privacy information.

Firdaos Rosli, Head of Economic Research at Malaysian Rating Corporation (MARC) discusses his revised GDP forecast, how much fiscal headroom does the government has to stimulate the economy, OPR expectations, and his doubts about whether Budget 2022 would even be tabled this year. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

At last night’s FOMC meeting, the US Federal Reserve brought forward rate hikes with 2 rate increases by 2023. What is the implication here? The Morning Run speaks to Vishnu Varathan, Head of Economics & Strategy with Mizuho Bank, about this. They also get into whether the market has priced in U.S-China geopolitical risks and Dollar-Yuan dynamics. Additionally, they touch on how the FOMC...

With all eyes on the Fed's FOMC meeting, The Morning Run speaks to Jeffrey Halley, Senior Market Analyst of OANDA, for his thoughts on markets in the short-term, but also his outlook on gold and oil prices. See omnystudio.com/listener for privacy information.

As the S&P 500 hit another record high on the back of a boost in tech, Joe Quinlan, Chief Market Strategist with the US Trust-BOA Private Wealth Management, doesn't think its time to move on from cyclical. He also gets into his expectations of the Fed's talking about tapering, inflation, and US CPI, as well as his outlook on Europe. See omnystudio.com/listener for privacy information.

FOMC expectations, China's industrial production and retail sales, Singapore's exports, the Thai Baht and Ringgit strengthening, and the MCO impact on Malaysia's labour markets. The Morning Run gets into all this and more with UBP's senior economist Carlos Casanova. See omnystudio.com/listener for privacy information.