Market Watch

Stephen Innes shares his perspective on Malaysia's impending OPR decision, US markets and challenges facing the Thai economy. See omnystudio.com/listener for privacy information.

How might investors alter their portfolios in response to the MCO 2.0 and emergency proclamation? The Morning Run speaks with Danny Wong, CEO of Areca Capital, for his views. Image Credit: Kanok Sulaiman / Shutterstock.com See omnystudio.com/listener for privacy information.

Kingsley Jones unpacks the opportunities in hard and soft commodities as well as the impact of USD weakness and vaccine implementation on markets. See omnystudio.com/listener for privacy information.

While MCO 2.0 and the Emergency declaration could hamper the expected property recovery this year, there are still stocks to watch. The Morning Run discusses the 2021 outlook for the Malaysian property sector and the stocks to watch with Loong Kok Wen, Regional Head of Property of RHB Research. See omnystudio.com/listener for privacy information.

What are investors expecting ahead of banks like JP Morgan and Citigroup releasing earnings reports? Tim Mulholland of TJM Limited shares his thoughts, and also weighs in on Chinese technology stocks and concerns of inflation in the US. See omnystudio.com/listener for privacy information.

The previous MCO had a devastating impact on various industries, but the seemingly ever-increasing number of Covid-19 infections in the country has compelled the country's leaders to announce the reimposition of the MCO in several states, as well as an emergency declaration. To what extent will the economy suffer this time? Wan Suhaimie Wan Mohd Saidie, Head of Economic Research at Kenanga Investm...

What impact might the MCO 2.0 and emergency declaration have on Malaysia's debt ratings? The Morning Run finds out from Vishnu Varathan of Mizuho Bank. He also discusses rising oil prices and the US federal deficit. See omnystudio.com/listener for privacy information.

Last year the FBM KLCI outperformed regional peers like Singapore and Thailand, but how might it perform in 2021? Will vaccine optimism offset concerns over movement controls and the virus spread? The Morning Run speaks with Imran Yassin Md Yusof, MIDF's Head of Research, to find out. Image Credit: Kanok Sulaiman / Shutterstock.com See omnystudio.com/listener for privacy information.

Vasu Menon, Executive Director of Investment Strategy at OCBC Bank Singapore, discusses his outlook for the Singapore market and what might derail its upward momentum, including views about the Sing dollar. See omnystudio.com/listener for privacy information.

Hong Leong Investment Bank projects that the consumer sector will rebound in 2021, amid the vaccine optimism and loosening of economic restrictions. But will the announcement of a second MCO derail the recovery? We discuss the consumer sector outlook with analyst Gan Huan Wen and the retail players that have managed to withstand the economic shocks of the pandemic thus far. Image Credit: masuti /...

Ahead of US earnings season next week, observers are eager to see how financial institutions have performed in the fourth quarter. And with eyes also on falling gold prices and the persistently weak US Dollar, we reached out to Joe Quinlan, Chief Market Strategist at the US Trust-Bank of America Private Wealth Management, for more insight. See omnystudio.com/listener for privacy information.

Jeffrey Halley, Senior Market Analyst at OANDA, weighs in on the impact of US stimulus under Biden, his outlook on the Dollar/Yen pair, and the impact of potential restrictions on Malaysian equities. See omnystudio.com/listener for privacy information.

A new US President and interest rates lower for longer spell more volatility and a weaker Greenback for the year ahead, according to Carlos Casanova, HK-based Senior Economist at UBP. See omnystudio.com/listener for privacy information.

With a blue wave in Georgia, what does this mean for the US economy and equity market? Tony Nash, CEO of Complete Intelligence, tells us that the rotational play is now here to stay while giving us his view on oil prices. See omnystudio.com/listener for privacy information.

Singapore's Ministry of Trade and Industry released advance estimates of GDP data for the fourth quarter this week, indicating a sluggish recovery for the city-state economy, but a recovery nonetheless. What are the growth prospects like for this island state? Selena Ling, Chief Economist at OCBC Bank, gives us an outlook. Image Credit: jorisvo / Shutterstock.com See omnystudio.com/listener for pr...

With technology as the key outperforming sector for 2020, will that trend continue in 2021? Jack Kouzi, Director for Strategy at VFS Group, tells us his views and whether there are other investment opportunities for the new year. See omnystudio.com/listener for privacy information.

With the recently signed Brexit trade deal with the EU, is the UK out of the woods? And what does that mean for its position as a global financial hub? Joe Quinlan, Chief Market Strategist at the US Trust-BofA Private Wealth Management, tells us whilst giving us his views on where we will see the most growth in the region. See omnystudio.com/listener for privacy information.

2020 was the year where demand for commodities was supposed to be sluggish due to a global recession brought upon by Covid-19, but palm oil prices beat expectations, rising by as much as 30%. To understand why there was this anomaly and what we can expect in 2021, we speak to Alvin Tai, Soft Commodity Analyst at Bloomberg Intelligence. See omnystudio.com/listener for privacy information.

Bitcoin continues to soar to record highs, but is this trend sustainable, and what do we make of it? Jevons Global's Kingsley Jones weighs in on this, as well as whether the valuations of the S&P 500 are stretched, the delisting of Chinese companies on the NYSE, the strength of the US Dollar, as well as the economic impact of the China-Australia trade spat. See omnystudio.com/listener for priv...

Prolonged dollar weakness has seen the ringgit creep steadily lower against the greenback over the last few months. We speak to Han Tan, Market Analyst at FXTM, about the factors that will influence the ringgit's performance next year, as well as for his thoughts about other currencies in the region. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, discusses factors that might continue to weigh on global economic prospects. See omnystudio.com/listener for privacy information.

The antitrust crackdown on Chinese tech giants has driven a massive sell-off. Are investors seeing this as a buying opportunity, or are they cautious of a falling knife situation? The Morning Run finds out from Jack Kouzi, Director of Strategy at VFS Group, who also weighs in on possible takeovers by US tech firms, and whether we are on the cusp of a super bull cycle. See omnystudio.com/listener f...

Banking stocks took a beating in 2020, but are nevertheless slated to close the year strong with a Covid-19 vaccine soon on the cards. Will this rotation into cyclicals continue, and what is in store for the sector as we head into the new year? We speak to Chan Jit Hoong, Senior Analyst at Hong Leong Investment Bank, to find out more. See omnystudio.com/listener for privacy information.

Gold prices have risen about 20% this year, briefly breaking the $2,000 barrier on its strength as a safe haven asset. With the rollout of vaccines, where could we see gold demand and price ranges for 2021? Jeffrey Halley of Oanda weighs in on this, as well as the US stimulus bill, market response to the Brexit deal, and policy direction of central banks going forward. See omnystudio.com/listener...

Asset classes, especially equities, defied initial expectations and recovered from March lows, as synchronized monetary easing by major central banks resulted in a risk-on mode. But will this rally continue in 2021? Gerald Ambrose, Country Head of Aberdeen Standard Investments Malaysia, gives us his views on this, as well as how they are positioning their portfolios for the new year. See omnystudi...