BFM Media
Market Watch
Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.
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Episodes
Signs of Broader Recovery 01.10.2020 10:04
US jobs data will be released tomorrow but are we expecting better numbers? Tony Nash, CEO of Complete Intelligence sees a stronger pace of recovery for the US economy with improving macroeconomic data. He however does not expect a recovery in oil prices as demand remains weak while there are no supply shocks. Image Credit: Pavel Ignatov / Shutterstock.com See omnystudio.com/listener for privacy i...
US Stocks - Healthy Pullback or Sign of Risk Off Again? 30.09.2020 11:04
September has been a bad month for equities especially in the US, Jack Kouzi weighs in on this and whether he's looking at rebalancing his portfolio. Beyond equities, he also gets into gold and whether it's an asset worth having as part of a portfolio, or if it's overpriced at current levels. See omnystudio.com/listener for privacy information.
Keeping The Momentum Going 29.09.2020 10:35
There is a chance that the democrats and republicans can agree on a stimulus package before the US elections. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tell us the importance of getting a deal for the US economy while weighing in on why developed market assets are still preferred. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy informatio...
Work From Home Companies Are The New Hedge 28.09.2020 9:35
Global markets are retreating from the recent highs as concerns grow over the resurgence of Covid 19 cases and stalemate over the US stimulus. With that, Stephen Innes, Asia-Pacific Market Strategist at AxiTrader tells how to hedge against this market uncertainty and his view on the internationalisation of the Yuan. Image credit: Vytautas Kielaitis / Shutterstock.com See omnystudio.com...
Work From Home Companies Are The New Hedge 28.09.2020 9:35
Global markets are retreating from the recent highs as concerns grow over the resurgence of Covid 19 cases and stalemate over the US stimulus. With that, Stephen Innes, Asia-Pacific Market Strategist at AxiTrader tells how to hedge against this market uncertainty and his view on the internationalisation of the Yuan. Image credit: Vytautas Kielaitis / Shutterstock.com See omnystudio.com...
Do We Need Stimulus For The Sake of Stimulus? 25.09.2020 11:21
U.S jobless numbers, stimulus concerns, and stocks in the green, we get into all this with Tim, as well as his thoughts on why investors bypassing other safe haven assets like Gold and Bonds in favour of the US Dollar, and whether major central banks are going to turn on the taps on further QE as this pandemic worsens. See omnystudio.com/listener for privacy information.
Is The Rally Ending? 24.09.2020 6:28
Speculation is rife over whether US lawmakers will be able to come to agreement over a new stimulus package, as deadlines loom. Federal Reserve Chairman Jerome Powell also warned that more stimulus will be needed, and all the uncertainty took its toll on US equities overnight. To get a sense of whether this is the end of the bull run, we speak to Tony Nash, Chief Economist and CEO of Complete Inte...
Banks' Shady Transactions- Back To Haunt Them? 23.09.2020 10:22
Dubious historical fund transfers have raised questions about the compliance and transparency of some global banks. We ask Jeffrey Halley, Senior Market Analyst at OANDA, whether this will affect their earnings, as well as how the Fed and the PBOC are balancing the new econonic landscape- and their respective governments. Image Credit: Shutterstock See omnystudio.com/listener for privacy informati...
More US Political Uncertainty For Markets 22.09.2020 9:48
US equities have slid this month, amid concerns over whether a much-needed stimulus package will make it through the political morass. We speak to Joe Quinlan, Chief Market Strategist at the US trust-BOA Private Wealth Management, about whether there is a case for switching to Treasuries, and a potential rebound in both consumer and industrial demand. Image Credit: Shutterstock See omnystudio.com/...
US Equities Sell Off - Opportunity or Warning Sign? 21.09.2020 8:49
What was behind last week’s sell-off in U.S equities primarily due to and is this a good time to buy? We speak to Kingsley Jones about this as well as the Oracle TikTok deal, the likelihood of more US stimulus, and whether Brexit could push the Bank Of England to consider negative rates? See omnystudio.com/listener for privacy information.
Suganomics Takes Over From Abenomics 18.09.2020 11:05
Japan has faced deflation with no end in sight despite ultra low rates but will a new Prime Minister solve the structural economic problems? Carlos Casanova, Chief Asia Economist at Coface, a credit insurer in Hong Kong gives us his views whilst giving us his view on the unemployment rate in Hong Kong. Image credit: shutterstock See omnystudio.com/listener for privacy information.
Negative Rates Are The Last Port Of Call 17.09.2020 11:34
The Federal Reserve has reiterated that rates are too remain low for the next 3 years but what does this mean for asset allocation and markets? Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank tells us whilst giving us his views on the recent Bank Negara decision to keep OPR flat. See omnystudio.com/listener for privacy information.
What You Say Is More Important Than What You Do 15.09.2020 9:14
With Oracle wining the Tik Tok race, Joe Quinlan, Chief Market Strategist at US Trust-Bank of America Private Wealth Management tells us if this is this a precursor to a defrosting of US-China trade tensions while weighing in on the next FOMC meeting. Image credit: Ascannio / Shutterstock See omnystudio.com/listener for privacy information.
Improving Digital Infrastructure With Jendela 15.09.2020 10:26
Jendela is part of the Malaysian government's efforts to improve the country’s digital communications under the 12th Malaysia Plan which will be released early next year. But from what we know so far, who of the listed telco's stand to benefit? Toh Woo Kim, Senior Equity Analyst with AllianceDBS Research gives us his views on the matter while giving us the lowdown on the mobile operating env...
Upcoming Tech IPOs Tap Cheap-Money Capital Gush 14.09.2020 9:56
Stephen Innes, Asia-Pacific Market Strategist with AxiTrader, discusses investing in an era of cheap money, low oil prices as Covid-19 continues to savage travel and the looming spate of tech IPOs Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.
US Markets - Healthy Correction or Something Deeper? 11.09.2020 7:42
Another volatile day in US markets especially for Nasdaq, we get into the potential causes of this retracement, Slack's earnings and outlook, the rumoured Amazon-Reliance retail tie-up, and thoughts on the ECB meeting. Image Credit: David Tran Photo / Shutterstock.com See omnystudio.com/listener for privacy information.
Is The Brexit Holiday Over? 11.09.2020 10:31
US Markets saw an alarmingly red day following a tech selldown, while the VIX volatility index rose. Jeffrey Halley, Senior Market Analyst at OANDA weighs in on whether this is to be expected, on the Sterling pound's recent selloff, as well as a Goldman Sachs' recent optimistic forecast on oil. See omnystudio.com/listener for privacy information.
SoftBank-Fuelled Tech Rally? 11.09.2020 8:42
SoftBank’s call option purchases are alleged to have fuelled the recent tech rally on NASDAQ, we get Kingsley's thoughts on this, as well as last week's correction in tech stocks, concerns over Chinese chipmakers and US sanctions, and the US labour market See omnystudio.com/listener for privacy information.
Oil Stocks To Watch 10.09.2020 8:22
Oil which is also known as black gold is a commodity which has seen a sharp price decline since the beginning of the year unlike its other shiny cousin. With Covid 19, demand disappeared as travel was curtailed, industries came to a grinding halt while lockdowns were common around the world. Even though economies have started to reopen, supply remains abundant while recovery is uneven. Brent Crude...
Trump's Decoupling Threat 10.09.2020 10:02
The red streak in US markets appears to have ended for now, but the VIX index still indicates high levels of volatility for the near future. Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, gives us his thoughts on Donald Trump's threats to distance the US from China, as well as what's been happening on the Brexit front. See omnystudio.com/listener for privacy information.
Banks Are Being Conservative 08.09.2020 7:57
As expected, second quarter earnings were hit by the impact of Covid-19 restrictions, including the banking sector, which saw nearly all banks opt to withhold dividend payments this time around. As the reopening of the economy picks up pace, have banks faced the worst of the crisis, or could there be more headwinds to come? See omnystudio.com/listener for privacy information.
Robinhood Traders Lead Trades, But Institutions Make Rallies 08.09.2020 9:27
SoftBank stock fell 7% yesterday following news that they had made massive bets on technology stocks using equity derivatives, while reports also indicate that SoftBnk could have been a driving force behind the tech rally we’ve seen. Jack gives us his thoughts on these SoftBank developments. We also get his view on China’s top chipmaker, SMIC, which was down 23% on concerns of possible...
Things Are Going K-Shaped 04.09.2020 11:36
We have seen V, U and even L shaped recoveries in different countries but there is a new alphabet to consider. We ask Carlos Casanova, Chief Asia Economist at Coface about the K-shaped recovery and is Malaysia at risk of it. See omnystudio.com/listener for privacy information.
Time To Rotate 03.09.2020 11:58
With technology stocks hitting all time highs, there has been some inflow into the finance and utilities sectors. We ask Tony Nash, CEO of Complete Intelligence if it is time to rotate into these names. We also ask his views on the Japanese equity market and if there is still money to be made with the change in leadership. Editorial credit: Pavel Ignatov / Shutterstock.com See omnystudio.com/liste...
Earnings Seasons Was Bad But Does It Matter? 03.09.2020 9:23
With retail interest in Bursa Malaysia at an all time high based on trading volumes, we take a closer look at the just passed Malaysian earnings season. Alexander Chia, Regional Head of Research, RHB Investment Bank weighs in on what sectors surprised on the upside, the risks to the markets and what is the best investment strategy going forward. Editorial credit: PixieMe / Shutterstock.com See omn...
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