BFM Media

Market Watch

News EN ↓ 6079 episodes

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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BFM Media

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News

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www.bfm.my

Latest episode

Jul 9, 2026

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Episodes

Najib Verdict, US Earnings, and the Gold Rally 29.07.2020

The Morning Run speaks Jeffrey Halley about his expectation for US earnings this week, outlook on gold prices, his thoughts on today's US Federal Reserve meeting, and his view of Malaysia in light of yesterday’s court verdict in the SRC trial. Photo Credit: EPA-EFE See omnystudio.com/listener for privacy information.

Gold To $2000? 28.07.2020

We speak to Joe Quinlan for his thoughts on the gold price rally, expectations for the US Fed meet this week, and earnings for oil majors like Chevron and Exxon Mobile. See omnystudio.com/listener for privacy information.

Palm Oil Plays To Watch Out For 27.07.2020

Despite a global recession and subdued capital markets, the plantation sector continues to be a magnet for corporate activity. So to give us a better picture of what is driving demand in this space, we speak to Ong Chee Ting, Regional Plantation Analyst at Maybank Investment Bank Research. See omnystudio.com/listener for privacy information.

US Tech, Asian Earnings, And Healthcare Stocks 27.07.2020

We speak to Kingsley about his outlook for US equities this week on the back of last weeks dip, his thoughts around FAANG earnings, and the kick off of earnings season in Asia. Image Credit: Timothy A. CLARY / AFP See omnystudio.com/listener for privacy information.

Embattled and Bruised, Europe Finally Inks Stimulus Plan 24.07.2020

Europe's embattled union may have finally agreed on a 750b-euro stimulus, but it brought into sharp relief the rifts between its frugal and extravagant members, reminding investors once again of its fragility. Thorsten Beck, Professor of Banking and Finance, City’s Business School, University of London, explains. Image source: EPA-EFE See omnystudio.com/listener for privacy information.

Embattled and Bruised, Europe Finally Inks Stimulus Plan 24.07.2020

Europe's embattled union may have finally agreed on a 750b-euro stimulus, but it brought into sharp relief the rifts between its frugal and extravagant members, reminding investors once again of its fragility. Thorsten Beck, Professor of Banking and Finance, City’s Business School, University of London, explains. Image source: EPA-EFE See omnystudio.com/listener for privacy information.

As US Job Losses Mount, Asia's Economies Follow Suit by Sputtering 24.07.2020

With the exception of China, Asia’s economies appear to be feeling the true pinch from the pandemic and economic fallout, with South Korea and Australia facing consecutive quarters of contraction, even as job losses continued to mount.  Carlos Casanova, Chief Asia Economist with Coface based in Hong Kong, discusses. Image source: EPA-EFE See omnystudio.com/listener for privacy informati...

Can Carbon Turn Into Gold? 23.07.2020

With a push towards renewable energy, will Asia's oil & gas, power generation and coal companies survive the green revolution and change their business models in time? Patricia Yeung, analyst at DBS tells us which companies can make the transition because if not, they should see a decline in revenue and asset values. Image Credit: Ina FASSBENDER / AFP See omnystudio.com/listener for privacy in...

Gold & Silver, Nature's Bitcoin 23.07.2020

Tesla and Microsoft results were released last night but which company actually met expectations upon a closer look? Tony Nash, CEO of Complete Intelligence helps us dissect the numbers while weighing in on the sharp rise on gold and silver's which is defying the historical correlation between asset classes. Image source: EPA-EFE See omnystudio.com/listener for privacy information.

Equities Vs. Bonds Or Both? 22.07.2020

As markets have recovered from the low's in March , what will outperform in the second half of the year? Jean Chia, Head of Portfolio Management and Research Office, Bank of Singapore gives us her view on the different asset classes and where to park your money considering the risks ahead which is Covid 19 and the US Presidential elections. Image Credit: Timothy A. CLARY / AFP See omnystudio.com/l...

'Baba, Finance and Microsoft: Markets With Kouzi 22.07.2020

Banks, tech and aviation earnings form the subject of today's call with Jack Kouzi, Director for Strategy, V.F.S. Group, where the discussion also invoved Ant Financial's upcoming mammoth IPO and an emerging 'de-dollarisation' narrative. See omnystudio.com/listener for privacy information.

US Tech Surges on Even While Pandemic Rages 21.07.2020

Stateside, it's all about the gravity defiant NASDAQ, earnings season and positive money flows despite clear signs of a second wave of outbreaks in the sunshine states. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, discusses. Image source: Reuters See omnystudio.com/listener for privacy information.

In a US Election Year, Expect More Stimulus Checks To Come 20.07.2020

America's stunning share market rally has a good chance of continuing, aided by more stimulus checks in a Presidential election year, according to Stephen Innes, Asia-Pacific Market Strategist, AxiTrader. Image source: Reuters See omnystudio.com/listener for privacy information.

Top Glove - Keeping Calm Under Fire? 17.07.2020

Two of Top Glove's subsidiaries have been placed under a detention order by US Customs and Border Protection, which means that any disposable gloves distributed by these subsidiaries cannot be sold in the US. The move has only added to the glovemakers share price volatility, but a larger question persists: What will this mean for Top Glove's presence in the US market, which makes up 25% of total g...

Market Correction Incoming? 17.07.2020

US markets pulled back, particularly the Nasdaq, on the back of poor guidance from Netflix and weak job data. Will investors shrug this off or will markets correct further? We also get into the potential buying opportunity in US Banks, thoughts on Chinese Equities, and gold prices given the weak U.S Dollar and low Treasury yields. See omnystudio.com/listener for privacy information.

The Markets Are Partying 16.07.2020

Wall street continues to extend its bull run, despite the dovish tilt adopted by the US Federal Reserve, and central banks around the world. So amidst the uncertainty presented by the coronavirus pandemic, we ask Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, for his thoughts on oil prices, Singapore's technical recession, and the Bank of Japan's expectations of a moderate economi...

US Bank Earnings, Run on Chinese Banks, OPEC+ Cuts 15.07.2020

We speak to Jeffrey about US banking earnings, OPEC+ oil production, Singapore GDP, and the talk about a run on the banks in China. Image Source : AFP See omnystudio.com/listener for privacy information.

Still Tailwinds For Tech 14.07.2020

Concerns over a resurgence of the coronavirus pandemic caused a tumble in the Nasdaq, which closed down 2.1% yesterday. We speak to Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management, about the tech sector, banks, as well as his thoughts on what numbers to expect out of China. Image source: Reuter See omnystudio.com/listener for privacy information.

Invest in Malaysia and A Look Into 2H 13.07.2020

The theme of Invest Malaysia this year was "Economic Recovery - Policies and Opportunities", reflecting the many changes that both markets and investors will have to deal with as we head into the second half of 2020. So to give us a flavour of the event, as well as what we might expect heading into the next six months, we speak to Anand Pathmakanthan, Head of Regional Equity Research at Maybank Ki...

2Q Earnings Focus 13.07.2020

This week will see a slew of corporate earnings announcements - Delta, the banks like JP Morgan and Citigroup, and Netflix. Kingsley Jones, Chief Investment Officer at Jevons Global discusses what he would be looking out for and will investors shrug off dismal news and look towards 2021 recovery. Image source: EPA-EFE See omnystudio.com/listener for privacy information.

As America Burns, China Recovers 10.07.2020

Even with US-China tensions souring on an almost daily basis, China's economy continues to recover, as does its neighbours and trade partners. Carlos Casanova, Chief Asia Economist, Coface in Hong Kong, discusses these issues as well as HK's dollar peg. See omnystudio.com/listener for privacy information.

As America Burns, China Recovers 10.07.2020

Even with US-China tensions souring on an almost daily basis, China's economy continues to recover, as does its neighbours and trade partners. Carlos Casanova, Chief Asia Economist, Coface in Hong Kong, discusses these issues as well as HK's dollar peg. See omnystudio.com/listener for privacy information.

Neutral Equities, Long Fixed Income 10.07.2020

... That's the advice of Francis Eng, Chief Investment Officer of UOB Asset Management, as record-low interest rates take grip and retail fervour drives the share market higher. See omnystudio.com/listener for privacy information.

Gold keeps shining 09.07.2020

Han Tan, Market Analyst with FXTM gives us an explanation of the recent Bank Negara Overnight Policy Rate decision while weighing in whether we might see more cuts before year end. We also ask him why the correlation between gold and equities has been disrupted as both asset classes have risen as the precious metal soars to USD1800 per oz. See omnystudio.com/listener for privacy information.

Gold keeps shining 09.07.2020

Han Tan, Market Analyst with FXTM gives us an explanation of the recent Bank Negara Overnight Policy Rate decision while weighing in whether we might see more cuts before year end. We also ask him why the correlation between gold and equities has been disrupted as both asset classes have risen as the precious metal soars to USD1800 per oz. See omnystudio.com/listener for privacy information.

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