Market Watch

iPhone 12 was launched with much fanfare, with features such as 5G capability and the fastest processor available. However, are there any supply chain beneficiaries in Malaysia? Tan J Young, Senior Analyst at Hong Leong Investment Bank, tells us who stands to benefit. See omnystudio.com/listener for privacy information.

With the US reporting its best-ever GDP quarterly figure, is recovery back on track? Peter Lundgreen, CEO of Lundgreen's Capital, tells us his country asset allocation strategy while giving us his views of the recent technology results. See omnystudio.com/listener for privacy information.

Microsoft has reported a stellar set of earnings with The A-Team - Alphabet and Amazon - likewise also releasing results this week. But the real action is happening over at Ant Group, the biggest global IPO in years, and more valuable than JP Morgan and Goldman Sachs. Jack Kouzi, Director of Strategy at VFS Group in Sydney, discusses. See omnystudio.com/listener for privacy information.

Is this pullback an opportunity to buy? We discuss this as well as sectors to watch, expected U.S. GDP numbers, and concerns over Europe as restrictions and lockdowns come into place. Image credit: Travis Wolfe / Shutterstock See omnystudio.com/listener for privacy information.

Is this pullback an opportunity to buy? We discuss this as well as sectors to watch, expected U.S. GDP numbers, and concerns over Europe as restrictions and lockdowns come into place. Image credit: Travis Wolfe / Shutterstock See omnystudio.com/listener for privacy information.

Will the Ant IPO live up to its hype and be the much-awaited listing of 2020? Kingsley Jones, Chief Investment Officer at Jevons Global in Canberra, tells us his expectations whilst warning that markets will remain volatile in the run-up to the US elections as an outcome is far from certain. See omnystudio.com/listener for privacy information.

The will-they-won't-they over a US fiscal stimulus bill has thrown markets into a state of uncertainty, with many analysts still nevertheless hopeful that we might see a deal before the November 3rd election. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, is of the opinion that markets will remain hopeful, as both sides appear to now see the urgency of the bill. We also ask Vish...

US markets closed in the green over continued talks between Congress and the White House over stimulus, with the White House coming closer to the $2.2 trillion mark, but is a deal likely with so little time left before the polls? We also get into pre-election trading patterns and currency impacts, measures the PBOC could take to help achieve Beijing’s ambitions for economic growth, oil price...

US markets charted a dismal start to the week, on the back of disappointment over the lack of a fiscal stimulus decision. Joe Quinlan, Chief Market Strategist of the US Trust-BOA Private Wealth Management, weighs in with his thoughts on whether President Donald Trump and Congress can reach an agreement, US earnings season, and eurozone recovery. See omnystudio.com/listener for privacy information.

Results season is coming in at full swing, with more American banks releasing earnings. Also, attention will once again be on tech giants like Amazon & Netflix and whether these tech giants are immune to the virus. Additionally, following the announcement of Russia and Saudi Arabia expressing their intention to work together to keep energy markets stable, what are the measures that will b...

Global markets are de-risking as America draws nearer to her November nationwide polls. Han Tan, Market Analyst with FXTM, discusses three possible scenarios and what they means for global share markets and, specifically, the US Dollar-Ringgit cross-rate. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

One of the few industries that Malaysia has a competitive advantage globally aside from palm oil is gloves where we are the world's largest producer. With the Covid 19 pandemic, demand for gloves has been robust and this sector has been the best performing on Bursa Malaysia on a year to date basis. And this is reflected in Bursa’s Healthcare Index which has appreciated by 234% versus the bro...

One of the few industries that Malaysia has a competitive advantage globally aside from palm oil is gloves where we are the world's largest producer. With the Covid 19 pandemic, demand for gloves has been robust and this sector has been the best performing on Bursa Malaysia on a year to date basis. And this is reflected in Bursa’s Healthcare Index which has appreciated by 234% versus the bro...

The diminishing likelihood of stimulus and poor bank earnings have paused stock markets for now, as electioneering ramps up ahead of November polls, according to Tony Nash, CEO of Complete Intelligence, who discusses bank earnings, market expectations as well as Brexit. See omnystudio.com/listener for privacy information.

As earnings season kicks off once again, US banks seem to be leading the pack, with banks such as JP Morgan posting positive results. Will we see more people buying into banks? Furthermore, we dive into the US currency ahead of the US elections as the odds of a Biden win increase with Jack Kouzi, Director for Strategy of VFS Group. See omnystudio.com/listener for privacy information.

With polls pointing to a clearer Joe Biden win at the US Presidential elections, it is risk on mode for markets at the moment. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management reminds us with less uncertainty, equities remains the preferred asset class versus gold and fixed income. Image credit: Shutterstock See omnystudio.com/listener for privacy information.

With a "cash splash " budget, will the Australia economy bounce back to recovery? And will this help the Australian ASX which is down 8% on a year to date basis. Kingsley Jones, Chief Investment Officer at Jevons Global tell us what sectors he sees value whilst giving us his views on whether the Yuan deserves to be seen as a safe haven asset. See omnystudio.com/listener for privacy information.

With Covid 19 cases rising in Malaysia, what will the impact be on the Malaysian economy even though the cases are concentrated in Kedah and Sabah. Will consumption suffer and if so, what sectors from a market perspective will take a hit. Jeremy Goh, Head of Research at Hong Leong Investment Bank gives us his views whilst discussing what kind of Budget we can expect when it is tabled in November....

The Singapore stock market remains in the doldrums. What would grab investor interest in 4Q and when might recovery happen, we ask Geoff Howie, Market Strategist, Singapore Exchange. Image credit: EPA-EFE/MATTIA SEDDA See omnystudio.com/listener for privacy information.

US markets rallied last night despite a stand-off between Republicans and Democrats over a fiscal stimulus package. We speak to Tim Mulholland, President of TJM Limited, about what is driving the surge, as well as the possibility of a contested election. See omnystudio.com/listener for privacy information.

US President Donald Trump has said that there will be no further stimulus discussions with Democrats until after the elections, but subsequently indicated that he might be open to smaller, standalone support plans. The back-and-forth has sparked volatility in US markets, so we ask Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank for his thoughts on what options are still available...

US President Donald Trump has announced that there will be no further stimulus talks until after the November 3rd election, flying in the face of the Federal Reserve and upending markets. But is this just a classic Trump tactic? How will the Democrats react? And elsewhere Australia's new budget has raised questions of whether its measures are aiding those truly in need. Jeffrey Halley, Senior Anal...

With less than a month to go before the US elections, how are investors positioning themselves on the yield curve to ride out this period of uncertainty? Joe Quinlan, of the US Trust-BOA Private Wealth Management, weighs in on this, as well as what failure to sign a post-Brexit trade deal would mean for the UK, as its October 15th deadline looms. See omnystudio.com/listener for privacy information...

News that President Donald Trump has contracted covid late last week sent shock waves through global markets. U.S equities stayed surprisingly resilient but the VIX spiked up. On this side of the world, with virus cases rising in Malaysia, will we see increased risk aversion to the ringgit and Malaysian equities? Stephen Innes discusses. See omnystudio.com/listener for privacy information.

Manufacturing PMIs in the region, from Vietnam to Malaysia, have all showed improvements. But Han Tan of FXTM points out that many of these Asian economies are still largely dependent on major economies, where recovery has plateaued. We also speak to him about the volatility the ringgit has seen recently and how the ringgit has done with respect to other regional currencies. Image credit: kamarulz...