Market Watch

As we head into 2021, will we see more work-from-home stocks being used as a defensive play? The Morning Run speaks to Tony Nash for his perspective on this, as well as his views on financials and energy stocks, the Sterling, and tit-for-tat trade wars. See omnystudio.com/listener for privacy information.

Stock prices of Malaysia’s fixed-line telco players, TM and Time dotCom, are far outperforming the rest of the sector. The Morning Run speaks to Tan J Young of Hong Leong Investment Bank to get a better understanding of this, as well as his overall outlook for the sector, thoughts on 5G, and commoditisation in the wireless telco space. Image Credit: metamorworks / Shutterstock.com See omnyst...

SPACs have recently become in vogue and Jack Kouzi, Director of Strategy at VFS Group, explains the mechanism behind this investment vehicle. He also weighs in on the recent news that Apple will be moving into the auto business, and whether M&As will still be hot in 2021. See omnystudio.com/listener for privacy information.

After many months of negotiations, the US Congress finally agreed on a stimulus plan. Carlos Casanova, Senior Economist at UBP, weighs in on whether it will be effective, and where the money will flow to in 2021. See omnystudio.com/listener for privacy information.

With 2021 around the corner, will the FBMKLCI continue to outperform other regional markets? What investment strategies will pay off, especially with vaccine optimism? Vincent Khoo, Head Of Research at UOB Kay Hian Malaysia, gives us his house view. See omnystudio.com/listener for privacy information.

How might markets react to the US' blacklisting of several Chinese companies, including prominent chip maker SMIC? Kingsley Jones, Chief Investment Officer at Jevons Global, weighs in on this, as well as share buybacks by large banks in the US, the future of US-listed Chinese firms, whether Australia is entering a commodities supercycle, and his strategy for Australian equity markets in 2021. See...

As Bitcoin continues to rise, is it time for Wall Street to hop on the Crypto bandwagon? The Morning Run speaks to Tim Mulholland, President of TJM Limited, on this, as well as the ongoing stimulus talks, China’s equity market, the US labour market, and his investment strategy for 2021. See omnystudio.com/listener for privacy information.

The US has labelled Switzerland and Vietnam 'currency manipulators', and kept China on its watch list (much like Malaysia). We ask Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, for his thoughts on that, US equities, the Bank of Japan, and more. See omnystudio.com/listener for privacy information.

What will the end of 2020 bring for the markets? Jeffrey Halley, Senior Market Analyst at OANDA, is optimistic about the overall trend that we will see in the Asian region, in oil prices, as well as in the performance of US equities, as the countdown to 2021 begins. See omnystudio.com/listener for privacy information.

As the US begins rolling out Covid-19 vaccines, how will markets move this week? The Morning Run speaks to Joe Quinlan, Chief Market Strategist at the US Trust-Bank of America Private Wealth Management, to find out. He also weighs in on possible policy changes by the Fed, the impact of Brexit on financial markets, whether he expects to see the slowing down of foreign capital inflow into Chinese ma...

Why did US equities fall even after the FDA approved the emergency use of Pfizer’s vaccine? The Morning Run speaks to Stephen Innes, Chief Global Market Strategist at Axi, about the other factors affecting risk sentiment on Wall Street. Stephen also gets into the current US IPO mania with thoughts on Doordash and Airbnb, the value proposition of AstraZeneca's $39 billion takeover of Alexion,...

Carlos Casanova, Senior Economist for Asia at UBP, explains why funds continue to flow into Asia in search of high-yield assets. He also reminds us that this inflow is likely to continue for some time as the global central banks continue with their expansionary monetary policy. See omnystudio.com/listener for privacy information.

It's IPO season again in America and Doordash is first out the, well, door with a pop and wallop, while Airbnb is next, also with a higher price range, like Doordash. Which of the debutantes will be a Buy and which a Sell? And whither oil prices? Tony Nash, the CEO of Complete Intelligence, discusses. See omnystudio.com/listener for privacy information.

It's IPO season again in America and Doordash is first out the, well, door with a pop and wallop, while Airbnb is next, also with a higher price range, like Doordash. Which of the debutantes will be a Buy and which a Sell? And whither oil prices? Tony Nash, the CEO of Complete Intelligence, discusses. See omnystudio.com/listener for privacy information.

US food delivery giant DoorDash is filing for an IPO. Is the $29 billion valuation justified? The Morning Run speaks to fund manager Jack Kouzi, Director of Strategy at VFS Group, for his thoughts here, as well as his views on Airbnb's IPO and the recent listing of JD Health - the biggest tech listing in Hong Kong this year, and the biggest healthcare IPO in Asia. Image Credit: Ink Drop / Shutters...

Markets seem to be in a state of flux, up one day and down the next. We ask Joe Quinlan from the US Trust-BofA Private Wealth Management to help make sense of this volatility. We also get into energy stocks and oil prices, whether we're seeing permanent jobs losses in the US, and his thoughts on the $908 billion stimulus package. Image Credit: Shutterstock.com See omnystudio.com/listener for priva...

The MSCI Asia Pacific index hit a record high for the year, even though economic recovery hasn’t been keeping pace with equity prices. Kingsley Jones, Chief Investment Officer at Jevons Global, tells us why markets continue to rally and what sectors should benefit from the ongoing rotation. See omnystudio.com/listener for privacy information.

Last month, Singapore's stock exchange saw its strongest performance in over a decade, on positive developments in the search for a Covid-19 vaccine. We speak to Geoff Howie, Market Strategist at the Singapore Exchange, about whether the easy money has already been made in Singapore's financial sector, the future of REITs, as well as whether we can continue to bank on this market rally. See omnyst...

The end of the year is fast approaching. Will equity markets take a breather after the November surge? How will the US fare as President-elect Biden assembles an economic team? We speak to Tim Mulholland, President of TJM Limited, to find out. See omnystudio.com/listener for privacy information.

The recent earnings trend suggests that the economy is continuing to show signs of recovery. As the third-quarter earnings season reaches a close, we speak to Koh Huat Soon, Head of Research at Kenanga Investment Bank, for some analysis on what lies ahead for markets. See omnystudio.com/listener for privacy information.

What impact will the US 10-year Treasury yield spike have on assets such as equities and gold? We also discuss the US stimulus package proposal, Southeast Asian equity markets, and Australia's quick recovery to GDP growth with Vishnu Varathan. What impact will the US 10-year Treasury yield spike have on assets such as equities and gold? We also discuss the US stimulus package proposal, Southeast A...

On the back of big IPO news and a tie-up between Slack and Salesforce, what lies ahead for these Covid-19 winners? Jack Kouzi, Director of Strategy at VFS Group, gives us his thoughts on Big Tech, vaccine euphoria, and whether or not Salesforce can really take on the elephant in the room - Microsoft. See omnystudio.com/listener for privacy information.

US Markets fell into the red on the last day of November, which has been a strong month, particularly for small-cap stocks. We ask Joe Quinlan, Chief Market Strategist at the US Trust-BofA Private Wealth Management, what would be his choice of investment strategy heading into December, as well as his thoughts on Federal Reserve Chairman Jerome Powell's testimony to Congress, which begins this week...

As Vaccine Economics continue to dominate markets, are we seeing investors move into the rotational plays? Will the Fed and the ECB announce more stimulus? And seeing as November was such a good month for US equities - the Dow Jones and the S&P500 both charted double-digit gains - will this momentum carry us through into the last month of 2020? We ask Stephen Innes, Chief Global Market Strateg...

The market is still in a risk-on mode as news as investors react positively to the vaccine and potential stimulus newsflow. Tan Chung Han, Market Analyst at FXTM, weighs in on how this rally will last. He also gives us a view of regional currencies, especially the Ringgit, and explains the dynamics of the carry trade. See omnystudio.com/listener for privacy information.