Market Watch

Financial markets have largely dismissed blowout US inflation data, postponing taper talk at the Fed even as global bank regulators at the Basel Committee sideline Bitcoin. Jeffrey Halley, Senior Market Analyst, OANDA, discusses. See omnystudio.com/listener for privacy information.

We ask Tony Nash, CEO, Complete Intelligence on his opinions of meme stocks and what might the Fed do? We also talk about oil prices and inflation in China as China’s Producer Price Index surged to its highest since 2008. See omnystudio.com/listener for privacy information.

The Singapore equity market has outperformed in the region on a year-to-date basis but has the easy money been made? Geoff Howie, Market Strategist at Singapore Exchange tells us this and what other themes may emerge in the 2nd half of 2021. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Asian markets remain rangebound as they wait for fresh developments on the vaccine and Covid front, though in the meantime, oil is a recovery beneficiary, notes Michael Lai, Executive Director of Wealth Advisory at OCBC Bank (Malaysia) Bhd. See omnystudio.com/listener for privacy information.

Not all healthcare stocks benefited from the Covid 19 pandemic. Gan Huan Wen, Healthcare and Glove Analyst at Hong Leong Investment Bank tells us which will be beneficiaries and is it time to bottom fish in the glove sector. See omnystudio.com/listener for privacy information.

Will big tech companies be impacted by the G7 minimum global corporate tax of 15%? Jack Kouzi, Director of Strategy at VFS Group in Sydney tells us whilst weighing on electric vehicles and how best to get exposure to this fast growing segment. See omnystudio.com/listener for privacy information.

As communities place more emphasis on preserving our environment, environmental, social, and governance (ESG) investments have become increasingly mainstream. Since demand has been strong, despite the Covid-19 pandemic, we speak to Alexander Chia, Regional Head of Research from RHB Investment Bank for more insight. See omnystudio.com/listener for privacy information.

The meme stock rally is back, Tesla's shares took a hit, and oil and energy are on the rise. On top of that CNBC has reported that billionaire investor Bill Ackman’s SPAC is nearing a $40 billion deal to take Universal Music Group public. Tim Mulholland, President at TJM Limited, gets into all this on this edition of BFM's World Market Watch. See omnystudio.com/listener for privacy informati...

Fed tapering, US and Taiwan manufacturing, India and China GDPs, and Malaysia's economic outlook; the Morning Run gets into all this with Vishnu Varathan, Head of Economics & Strategy with Mizuho Bank. See omnystudio.com/listener for privacy information.

With a lockdown in place, we speak to Loong Chee Wei, Senior Associate Director at Affin Hwang Capital, on the possible impact to the construction and property sector, as well as his top picks for both sectors. See omnystudio.com/listener for privacy information.

The OECD has upgraded its global economic GDP forecast from 5.6% to 5.8% in 2021, we ask Bernard Aw, Asia-Pacific Economist at Coface, whether this is achievable. We also get his views on China's economic recovery as stimulus tapers off and also China’s finance ministry possible proposal to transfer its shares in Huarong Asset Management to a new holding company. See omnystudio.com/listener...

On today's world market watch The Morning Run speaks to Song Seng Wun, economist with CIMB Private Banking, about Asian markets decoupling from the US, Pemerkasa+ , and The People’s Bank of China's decision to direct banks to hold 7% of their foreign exchange, and OPEC+ meeting expectations. See omnystudio.com/listener for privacy information.

Banks, REITs, utilities, and glovemakers, the Morning Run speaks to Jeremy Goh of Hong Leong Investment Bank, on the implications of the lockdowns on the Malaysian market. See omnystudio.com/listener for privacy information.

What impact will inflationary expectations and treasury yields have on Big Tech’s growth prospects? The Morning Run speaks to Jack Kouzi, Director of Strategy with VFS Group, about this, as well as Apple's prospects, Amazon's acquisition of MGM, and European tech. See omnystudio.com/listener for privacy information.

Carlos Casanova, HK-based Senior Economist at UBP, reflects on President Biden's proposed $6 trillion spending plan and whether Asia-Pacific growth momentum has been thwarted by yet another round of lock downs. See omnystudio.com/listener for privacy information.

This week in markets it's all about the rising spectre of inflation in the US, and how it informs and shapes the markets, especially in the context of jobless claims and GDP data due out later today. Tony Nash, CEO of Complete Intelligence, discusses. See omnystudio.com/listener for privacy information.

US markets closed in the green after a volatile week. We ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management if this is a dead cat bounce? See omnystudio.com/listener for privacy information.

Kingsley Jones, Chief Investment Officer, Jevons Global give us a sense of how cyclicals could be a potential beneficiary with the downward pressure on cryptos, and increasing inflationary fears dampening tech stocks. See omnystudio.com/listener for privacy information.

As US and other markets decouple in terms of recovery trajectories, should investors adjust their portfolio? We also speak to Tony Nash, CEO of Complete Intelligence, on the major selldown of cryptocurrencies, as well as his thoughts on oil, gold, and inflation. See omnystudio.com/listener for privacy information.

With Astro appointed as the official distributor of DIsney+ Hotstar in Malaysia, will this benefit Astro in the long term? We ask Pritika Modhgil, Equity Research Associate from Kenanga Investment Bank, about this and also for her top picks in the media sector. Image credit: Marko Aliaksandr / Shutterstock See omnystudio.com/listener for privacy information.

Is economic recovery from the pandemic by end 2021 too optimistic and how will oil prices affect global inflation? On world market watch today, we ask Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank these questions and more. See omnystudio.com/listener for privacy information.

Markets in the red, is the equity “buy everything rally” done? The Morning Run asks Jeffrey Halley, Senior Market Analyst with OANDA. They also get into implications of higher corporate taxes on US corporate earnings, gold's shine, Australian equities, and the Gojek-Tokopedia merger. See omnystudio.com/listener for privacy information.

Crypto aside, The Morning Run also speaks to Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, about consolidation following the Warner Media and Discovery deal. They also get into expectations for the U.S Fed’s April minutes that come out this week, surging commodity prices, and emerging market sectors to watch. See omnystudio.com/listener for privacy informati...

Crude palm oil prices recently broke past a record RM4500 per tonne. What is driving this, is this level sustainable and are there plantations stocks to watch? The Morning Run speaks to Alvin Tai, Soft Commodity Analyst with Bloomberg Intelligence, to find out. Image Credit: Ihsan Aditya on pexels.com See omnystudio.com/listener for privacy information.

With volatility slowly making its way back to global markets, would this be a good time to take some money off the table and go long on cash? The Morning Run speaks to fund manager Jack Kouzi, Director for Strategy at V.F.S Group, about this, as well as whether the Fed has inflation under control, commodity prices, talks about a Warner Media and Discovery Inc merger, and how companies can hedge ri...