Market Watch

The rout in tech stocks is gathering momentum, having expanded into Chinese megatech stocks. Tech permabull Jack Kouzi, Director for Strategy, VFS Group, discusses and offers some perspective. See omnystudio.com/listener for privacy information.

The rout in tech stocks is gathering momentum, having expanded into Chinese megatech stocks. Tech permabull Jack Kouzi, Director for Strategy, VFS Group, discusses and offers some perspective. See omnystudio.com/listener for privacy information.

Inflation is on the rise and will remain so through 2022, though opportunities to reposition to cyclical sectors remain, as do any pullback in US megatech stocks, which are always a long-term holding, says Joe Quinlan of the US-Trust Bank of America Private Wealth Management. See omnystudio.com/listener for privacy information.

Until MCO 3.0 was imposed, the auto sector was enjoying a healthy recovery. Now it seems unclear. Liaw Thong Jung, Analyst at Maybank Kim Eng Research, discusses what's at stake. Image credit: Faiz Zaki / Shutterstock See omnystudio.com/listener for privacy information.

Regional - including Australian - banks are a key sector pick for Jevons Global, as vaccinations gather steam and economies reflate, according to its Chief Investment Officer, Kingsley Jones. See omnystudio.com/listener for privacy information.

Q1 earnings growth of U.S stocks blew past market estimates. Will companies be able to replicate or beat that this quarter? The Morning Run gets into this with Tim Mulholland, President of TJM Limited as well as the potential of commodity based stocks as prices continue to rise. See omnystudio.com/listener for privacy information.

Patrick Chang, Chief Investment Officer for ASEAN Equities, Principal Asset Management discusses his outlook of global and local corporate earnings, and about pursuing a more diversified investment strategy now. See omnystudio.com/listener for privacy information.

The Morning Run speaks to Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, about Janet Yellen’s comments on higher rates, signalling from the Bank of England meeting, the implications of India's pandemic surge on ASEAN economies, and concerns around commodity prices rising. See omnystudio.com/listener for privacy information.

We speak to Michael Lai, Executive Director of Wealth Advisory from OCBC Bank Malaysia on whether US tech stocks have soften. We also talk about the economic implications of 3rd MCO. See omnystudio.com/listener for privacy information.

Year-to-date, the FBM Small Cap Index is up about 10%, outperforming the broader KLCI. But small caps typically also display more volatility, so what kind of strategies can we employ in this area? We speak to X for more insight. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The price of commodities have been surging of late, should markets be concerned that these increases will lead to higher inflation this quarter? The Morning Run speaks to Joe Quinlan, Chief Market Strategist of US Trust-BOA Private Wealth Management, about this, as well as the implications of the pandemic on India's economic future. See omnystudio.com/listener for privacy information.

Jeffrey Halley, Senior Market Analyst with OANDA discusses if investors will be dumping stocks and running off to enjoy the summer during this pandemic, and how will the new Covid-19 wave affect Southeast Asian markets. Meanwhile demand for junk bonds has skyrocketed. Halley outlines his concerns and what it signals about the markets. See omnystudio.com/listener for privacy information.

Carlos Casanova, Senior Economist with UBP, discusses America's robust 6.4% first-quarter growth and the outlook for US rates and its influence, if at all, on ASEAN. See omnystudio.com/listener for privacy information.

Jack Kouzi, Director of Strategy at VFS Group, waxes lyrical about US megacap tech like Apple after a series of blowout earnings from the likes of Microsoft and Alphabet. See omnystudio.com/listener for privacy information.

In the US with the improving economy, there are shortages for workers ranging from computer scientists to hairdressers. With that wages are expected to rise and with that, inflation in tandem. What impact will that have on markets? Joe Quinlan, Chief Market Strategist, at US Trust-BOA Private Wealth Management tells us. See omnystudio.com/listener for privacy information.

In the US with the improving economy, there are shortages for workers ranging from computer scientists to hairdressers. With that wages are expected to rise and with that, inflation in tandem. What impact will that have on markets? Joe Quinlan, Chief Market Strategist, at US Trust-BOA Private Wealth Management tells us. See omnystudio.com/listener for privacy information.

Should we shift our portfolio from Asia to the US? What is driving the bitcoin decline? Is the commodities bullish outlook sustainable? Kingsley Jones from Jevons Global gives us some guidance. See omnystudio.com/listener for privacy information.

Tim Mulholland, President of TJM Ltd, isn't the biggest fan of President Biden's tax on the rich, instead preferring pro-growth policies versus taxes on the wealthy, which might weigh heavy on the market ecosystem around the tech-heavy exchange, Nasdaq. See omnystudio.com/listener for privacy information.

Inflation is the key data to watch globally as central banks grapple with balancing growth and price increases. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank takes us on a global tour of what central banks might do. See omnystudio.com/listener for privacy information.

Markets have taken a bit of a tumble over the last 2 days. Jeffrey Halley, Senior Market Analyst at OANDA says that despite this, equities are still the asset class of choice till interest rates rise. See omnystudio.com/listener for privacy information.

Joe Quinlan from the US Trust-BOA Private Wealth Management discusses how the US equities market is increasingly broad-based beyond tech and highlights the specific investment opportunities in the increasingly hot US property market. See omnystudio.com/listener for privacy information.

Markets continue to inch higher, breaking records but does this rally still have legs since valuations are peakish? Stephen Innes, Chief Global Market Strategist at Axi tells us his asset allocation strategy while explaining the recent news that the US Treasury has put 11 countries on the monitoring list for their currency practices. See omnystudio.com/listener for privacy information.

The Morning Run speaks to Carlos Casanova, Senior Economist with UBP, about the U.S.’ stance on currency manipulators and how it could change under Biden. They also get into Singapore’s surprise GDP numbers and expectations for China’s yuan. See omnystudio.com/listener for privacy information.

The IMF has upgraded its GDP forecasts for developed economies but what is the outlook like for developing economies in South-East Asia? The Morning Run asks Tony Nash, CEO of Complete Intelligence. They also get into insights from the earnings out of JP Morgan and Goldman Sachs, as well as how traditional automakers will have to adapt in light of the EV boom. See omnystudio.com/listener for priva...

All eyes are on tech companies as earnings season rolls around. The Morning Run speaks to Jack Kouzi, Director for Strategy of VFS Group, on whether earnings will outperform the market in terms of earnings growth as the pandemic slows. They also get into both Coinbase and Grab IPOs and valuations. See omnystudio.com/listener for privacy information.