Market Watch

As America stumbles towards earnings season in the absence of outlook guidance, China stocks are rallying, and in a huge way. Jack Kouzi, Director of Strategy at VFS Group, says why. See omnystudio.com/listener for privacy information.

The FBM KLCI has been one of the best performing markets in Asia recovering very sharply from the lows seen in March. We ask Jeremy Goh, Head of Research at Hong Leong Investment Bank why Malaysia is an outperformer against our peers and the million dollar question, what investment strategy can one adopt in these times. See omnystudio.com/listener for privacy information.

Amazon has blown past $3000 and Tesla is now worth more than Toyota but no matter: tech is alive, well and defiant of gravity. Joe Quinlan, Chief Market Strategist, US Trust-Bank Of America Private Wealth Management, says why. See omnystudio.com/listener for privacy information.

Last week, China passed the controversial Hong Kong Security law, what are the ramifications to its equity market? Jeffrey Halley, Senior Market Analyst with OANDA gives us his views. He also chimes in on the recent global equity rally and has that been driven by retailers or the ultra low interest rates. See omnystudio.com/listener for privacy information.

US markets have done well, driven by unprecedented liquidity. Tim Mulholland, President of TJM discusses if it’s the right time to take a risk-on approach to US equities or look at other markets which are more bearish such as Europe for value. See omnystudio.com/listener for privacy information.

U.S. June Consumer confidence came in better than expected, giving the equity rally a much longer lease on life. Today on Market Watch, we speak to Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, about whether there are strong enough fundamentals underpinning the rally, as well as for insight into other international markets. See omnystudio.com/listener for privacy information.

We get into Asian equities as swing back into the black, after strong housing data boosted U.S markets, Gold's push towards the the psychological $1800level, views on the US dollar versus emerging markets, and the effectiveness of China's monetary tools relative to the US Federal Reserve See omnystudio.com/listener for privacy information.

It's been an eventful weekend in politics, and all eyes are on whether markets will reflect the renewed uncertainty. We reached out to Tony Nash, CEO of Complete Intelligence, to help us break down Federal Reserve chairman Jerome Powell's comments before the US Senate Banking Committee, data expectations, and what the potential impact of Hong Kong losing its special status might be on emerging mar...

The S&P 500 fell on news that the US Federal Reserve is going to cap dividend payouts and share buybacks, Facebook became the catalyst for a plunge in FANG stocks, and expectations for this Thursday's June U.S job report.   See omnystudio.com/listener for privacy information.

Covid-19 has wreaked havoc on commodity markets, but could bluer skies be ahead as economies reopen and trade picks up? Oil is of particular importance to Malaysia as oil related revenue accounted for 21% of Government revenue in 2019, while gold is generally seen as a safe haven asset in the investment community. We take a look at how they could move in the second half of 2020. See omnystudio.com...

Carlos Casanova, Chief Asia Economist at Coface chimes in on his views on the recent IMF report on global economies. He also gives his views on the Malaysian economy and whether Bank Negara will be cutting rates at the next monetary policy meeting in July. See omnystudio.com/listener for privacy information.

The trade wars between the US, China and the Eurozone seem to be gaining momentum. Tony Nash, CEO, Complete Intelligence, offers some insights, while also discussing European industrial activity. See omnystudio.com/listener for privacy information.

Jack Kouzi of Australia-based VFS Strategy, is a big fan of tech, whether US or China-based, especially those involved in cloud services, gaming or shopping platforms. At a time when yields are hard to come by, these sectors - including possibly gold too, offer potential returns. See omnystudio.com/listener for privacy information.

Last night the Nasdaq closed up again with names like Amazon, Square and Adobe ending the trading day on new all time highs. We get into this never ending tech rally as well as the increasing bond purchases by central banks, Trump’s potential $1 trillion infrastructure plan, and rising gold prices. See omnystudio.com/listener for privacy information.

The Federal Reserve believes that a second virus wave could lead to unemployment climbing again, could the jobless rates might rise, even as the economy recovers? We get Stephen's views on this, as well as insights on the oil market and the US dollar’s strength against the pound. See omnystudio.com/listener for privacy information.

Geoff Howie, Market Strategist at the Singapore Exchange (SGX), discusses the possibility of REITS and other defensive stock options in the city state potentially being on the table for investors who are wary of the frothiness (and dearth of fundamental reasons) in so-called 'risky' assets. See omnystudio.com/listener for privacy information.

Jack Kouzi, Director of Strategy, VFS Group in Sydney explains why markets are inching up despite the lofty valuations. He also weighs in on the Australian economy and what stimulus the government will roll out as unemployment has hit 7.1%. See omnystudio.com/listener for privacy information.

US Federal Reserve Chairman Jerome Powell says it's still necessary to keep a foot on the fiscal stimulus pedal, while over in Beijing fears of a second wave have spiked. To talk to us about what all this means for global markets, we reached out to Mizuho Bank's Head of Economics and Strategy, Vishnu Varathan. See omnystudio.com/listener for privacy information.

Despite the fear of a second pandemic wave, markets continue to make gains focusing on the positive economic data. We ask Jeffrey Halley, Senior Market Analyst at OANDA why the glass is half full. See omnystudio.com/listener for privacy information.

The Federal Reserve started buying corporate bonds which caused US markets to end the day on a positive note. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us what is the significance of their action. He also weighs in on what is the best investment strategy to adopt despite what appears to be a risk on mode for markets. See omnystudio.com/listener for privac...

With lockdowns starting to ease in the region, will there be a recovery in consumption? Is the worst over for the consumer sector ? We speak to Alfie Yeo, Equity Analyst at Group Research, DBS Bank on his views as to Thai, Indonesian and Singaporean consumer stocks and his top picks while asking what the potential risks are. See omnystudio.com/listener for privacy information.

US futures point to a slide in equity markets today, amid fears a of a second wave of infections. To help us understand the market movements, we speak to Kingsley Jones, Chief Investment Officer of Jevons Global, about pandemic-hit stocks, and the Fed's latest report to Congress. See omnystudio.com/listener for privacy information.

Swooning US markets and the dollar is the market focus today, in light of the Fed's dovish comments and signs of a second wave of Covid-19 in America. Carlos Casanova, Chief Asia Economist, Coface, discusses the dollar's direction and possible safe harbors in bonds and/or gold. See omnystudio.com/listener for privacy information.

In the US, the FOMC left interest rates unchanged, pledging to continue with their quantitative easing till 2022, indicating that America's markets will continue soaring on the back of this wall of cheap liquidity. Tony Nash, the CEO of Complete Intelligence in Texas, discusses the implications of what commentators are calling the Fed's 'yield curve control' policy. See omnystudio.com/listener for...

As US markets continue to defy both gravity and logic, earnings season (which might reflect economic woes) might be the only reality check for runaway asset prices, says Jack Kouzi, Director for Strategy, VFS Group, who also suggests that precious metals and certain corporate bonds might offer refuge. See omnystudio.com/listener for privacy information.