Market Watch

Stephen Innes from Axi gives us insights into the rising price of oil and the outlook for the short-term US economy. See omnystudio.com/listener for privacy information.

Kingsley Jones from Jevons Global outlines the risks in this frothy market and talks about the supply-demand challenges facing the chip/semiconductor industry. See omnystudio.com/listener for privacy information.

Ahead of the announcement on the latest GDP data from Bank Negara, we speak to Firdaos Rosli, Head of Economic Research at the Malaysian Rating Corporation Berhad (MARC), on his expectations for the economy in 2021. MARC forecasts that the overall GDP in 2020 will contract by 5.7%, with a rebound of 5.6% growth in 2021. Image Credit: Abdul Razak Latif / Shutterstock.com See omnystudio.com/listener...

Ahead of Singapore's 2021 budget announcement next week, we ask Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, what we can expect, as well as his thoughts on Jerome Powell's latest comments and Malaysia's own upcoming 2020 GDP numbers. See omnystudio.com/listener for privacy information.

Over the weekend, The Edge Weekly reported that Petronas has put out a tender for 16 offshore support vessels (OSV), in view of the current aging OSV fleet. What's the rationale behind this and what's the potential impact on oil sector stocks? The Morning Run speaks to Sean Lim, Senior Research Analyst at RHB Research, for his insights on all this and more. See omnystudio.com/listener for privacy...

US markets retreat, Tesla buys Bitcoin, and both oil and gold are rising. The Morning Run dives into all this with Jeffrey Halley, Senior Market Analyst at OANDA. See omnystudio.com/listener for privacy information.

Treasury Secretary Janet Yellen estimates that the US will return to full employment by 2022 if President Biden’s package is passed, but is this projection too optimistic? The Morning Run dives into this with Joe Quinlan, Chief Market Strategist at US Trust-BofA Private Wealth Management, as well as inflation concerns, consumer sentiment in travel and leisure, and the shale industry. See omn...

S&P 500 tech shares have performed in terms of recent earnings but currently trade at 36 times profits, while the broader index is at 32. Is this tech premium justifiable? The Morning Run speaks to Stephen Innes, Chief Global Market Strategist at Axi, about this as well as whether silver is undervalued, where gold stands amongst investors, whether Brent crude can pass the $60 mark, and how lon...

Carlos Casanova touches on various challenges in Asia's economies, primarily Hong Kong's short-term weak equity performance, PBOC's policies to contain asset price bubbles and how rising oil prices are impacting specific Asian economies. See omnystudio.com/listener for privacy information.

Tony Nash justifies his pessimistic outlook of the US political environment on markets and the transition of the Reddit Army into a full-blown populist movement. See omnystudio.com/listener for privacy information.

Jack Kouzi shares with us Amazon's and Alphabet's results, as well as gives us a peek at the next phase of Amazon's journey following Jeff Bezos' resignation as CEO. See omnystudio.com/listener for privacy information.

Mun Hom Tham from UOB Kay Hian shares what's in store for Hong Kong's Hang Seng Index this year. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist at US Trust-Bank of America Private Wealth Management, addresses GameStop but is instead long on healthcare, big tech and EVs, centring on earnings, fundamentals and demographics. See omnystudio.com/listener for privacy information.

Covid-19 has disrupted many economic sectors, and autos have not been exempt. The sector did see some improvement towards the end of 2020, but will this optimism survive the imposition of MCO 2.0 this year? We speak to Liaw Thong Jung, Analyst with Maybank Kim Eng Research, to find out. See omnystudio.com/listener for privacy information.

Tim Mulholland, President of TJM Limited, comments on the frenzy taking place in the markets now - GameStop, SPACs (Special Purpose Acquisition Companies), to name a few - and the implications of limiting stock purchases and massive rebalancing. See omnystudio.com/listener for privacy information.

What is driving the latest Chinese tech rally, and will it have any positive spillover effects on Asian markets? Jeffrey Halley of OANDA weighs in on this, as well as concerns of asset bubbles in China and Hong Kong, and demand for gold. See omnystudio.com/listener for privacy information.

What can we expect from this week's Big Tech earnings? Are tech stocks still a solid bet even as the vaccine rollout picks up? Joe Quinlan weighs in on this, as well as the possibility of a stock market bubble, expectations for the Fed meeting, and the energy sector under Biden's administration. See omnystudio.com/listener for privacy information.

A slew of US corporate earnings, as well as President Joe Biden's formal entry into the White House, has raised the question of how the S&P500 and investors will react. We speak to Stephen Innes of Axi to find out. See omnystudio.com/listener for privacy information.

The Bursa Energy Index is up around 34% from its 6-month low in November, as Brent crude oil prices have risen around 50%-52% over the same period. Is the worst over for the oil sector? Are there stocks you should be keeping an eye on? The Morning Run speaks to Sean Lim, Senior Research Analyst with RHB Research, to find out. See omnystudio.com/listener for privacy information.

Harsh Wardhan Modi, Co-Head of Asia Ex-Japan Banks Equity Research at JP Morgan, talks about why Vietnam lenders are a must-own, with particular affection for Thai and Singaporean banks. See omnystudio.com/listener for privacy information.

Carlos Casanova, Senior Economist at UBP, discusses risk appetite for Asian assets, as the Biden administration takes over the White House. See omnystudio.com/listener for privacy information.

Asian equities, especially those in emerging markets, have started the year on a positive note and are expected to maintain its momentum as vaccines are rolled out. Lorraine Tan, Director of Equity Research in Asia at Morningstar, tells us what's driving this and shares her outlook for the market in 2021. Image Credit: Peter Stuckings / Shutterstock.com See omnystudio.com/listener for privacy info...

As the US welcomes a new president, Tony Nash outlines the challenges Biden will have in getting his USD 1.8 trillion stimulus package through Congress and how the US will address its high unemployment rate. See omnystudio.com/listener for privacy information.

Amira Abdulkadir from IHS Markit dissects the dividend payment outlook across various economic sectors and regions in 2021. See omnystudio.com/listener for privacy information.

Jack Kouzi explains the implications of Biden's administration on Big Tech, pipeline of US tech IPOs, Netflix's strong Q4 performance and Grab's decision to list in the US. See omnystudio.com/listener for privacy information.