Market Watch

Alexander Chia, Regional Head of Research, RHB Investment bank, discusses the government's latest RM35 billion stimulus package, known as Penjana, in terms of the impact on Malaysia's markets, sharing some choice names he thinks might benefit from the post-lockdown recovery. See omnystudio.com/listener for privacy information.

In the US, tearaway tech stocks, uncertain economic health, Fed rate policy and souring ties with China continue to drive market flows currently. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, offers a point of view. See omnystudio.com/listener for privacy information.

Although US- China tensions have intensified in the last few weeks with airlines now the point of contention, Tim Mulholland, President of TJM Limited tells us that he expects nothing too drastic from either country that will impact global trade. Meanwhile with oil prices hovering around USD40bbl, he sees opportunities in the refinery space although this does not extend to oil producers. See omnys...

On the back of an emerging bull run in Asia and the US, we reach out to Tony Nash, CEO of Complete Intelligence, for his thoughts on whether or not this momentum can be maintained, oil prices, as well as the ECB's bond purchase programme. See omnystudio.com/listener for privacy information.

On the back of an emerging bull run in Asia and the US, we reach out to Tony Nash, CEO of Complete Intelligence, for his thoughts on whether or not this momentum can be maintained, oil prices, as well as the ECB's bond purchase programme. See omnystudio.com/listener for privacy information.

While equity markets have rallied in the last few days, the Malaysian Ringgit has also appreciated against the US dollar. We ask Han Tan an analyst from FXTM why and is it the case of US dollar weakness or the Ringgit strengthening. We also ask about safe haven currencies and should it be considered when the mode is risk on. See omnystudio.com/listener for privacy information.

Jeremy Goh, Head of Research at Hong Leong Investment Bank gives us a rundown of the recently concluded 1st quarter Malaysian corporate result season. With the highest level of companies reporting numbers below expectations in a decade, we ask why markets appear to be in a mini-bull run and what is the best investment strategy to adopt in these times. See omnystudio.com/listener for privacy inform...

Markets continue to rally globally despite the weak economic conditions as cheap liquidity chases returns. Jeffrey Halley, Senior Market Analyst, at OANDA tells us how long can this continue and should we be cautious or should we follow the money trail. He also weighs in on whether Singapore stands to benefit from Hong Kong's issues and is it a place to put some money now? See omnystudio.com/liste...

On this morning's Market Watch, we speak to Joe Quinlan, Chief Market Strategist at US Trust-Bank of America Private Wealth Management, about the effect that rising US-China tensions would have on the global economy, oil supply cuts, and the recovery in bond markets. See omnystudio.com/listener for privacy information.

With so much liquidity in the system, markets continue to rise globally but is this exuberance or is there value to be found? Kingsley Jones, Chief Investment Officer at Jevons Global answers that question whilst offering us safe haven investment ideas. See omnystudio.com/listener for privacy information.

Global stocks ticked lower at the end of yesterday's trading day as relations between the US and China ebbed further, with an imminent Trump press conference that's said to address pandemic liability, China's strongarm tactics in HK ahd the treatment of Muslim Uighurs. Carlos Casanova of Coface in Hong Kong discusses. See omnystudio.com/listener for privacy information.

Markets are refocusing on swiftly deteriorating US-China ties, with social unrest once again threatening Hong Kong’s status as Asia’s financial hub and Taiwan's fractured relationship with the world's No.2 economy. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, discusses. See omnystudio.com/listener for privacy information.

With Covid-19 at least appearing to wind down, the next drag on markets are worsening US-China ties, which Jack Kouzi, Director of Strategy , VFS Group, describes as 'being the worst ever' and which he adds might be a dampener on the rally among FAAMNG (Facebook, Amazon, Apple, Microsoft, Netflix, Google) stocks since the March lows. See omnystudio.com/listener for privacy information.

The recently released FOMC meetings warned of the impact that the coronavirus pandemic would have on financial stability. We asked Tim Mulholland, President from TJM Limited whether US banks are ready to weather this crisis, as well as for his thoughts on the measures implemented by central banks around the world. See omnystudio.com/listener for privacy information.

Although the stimulus package may look large on paper, Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank warns that this may be too little cash to help India avoid recession. He also says that recovery in Singapore may not be so fast despite the relaxation of the lockdown. See omnystudio.com/listener for privacy information.

The construction sector has rallied by 10% in the last 4 days on the back of positive newsflow. We ask Loong Chee Wei, Senior Associate Director at Affin Hwang Capital if there is substance to the rally or is it just froth? See omnystudio.com/listener for privacy information.

Jeffrey Halley, Senior Market Analyst at OANDA reminds us that the yellow precious metal is still a safe haven asset that is good hedge against inflation as central bankers print money to fund their respective fiscal stimulus. He also tells what policy options China has to revive their economy See omnystudio.com/listener for privacy information.

US Markets rallied overnight on optimism that a Covid-19 vaccine might soon be found. But with no concrete vaccines yet found, we ask Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management, about whether it's still too early to take advantage of the bounce in hospitality and travel stocks. See omnystudio.com/listener for privacy information.

Markets have moved due to the rate cuts by the Federal Reserve but the reality is that aggregate demand will be weak. Kingsley Jones, Chief Investment Officer at Jevons Global warns of this but says that there are still gems to be found beyond tech and healthcare. In particular, food related stocks offer value as demand will be strong. See omnystudio.com/listener for privacy information.

The Russell 2000 Index is up 26% on a YTD basis, so is there still value to be found? Is this where to park your money when earnings have peaked? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his answer. Image credit: shutterstock See omnystudio.com/listener for privacy information.

We speak to Carlos about Malaysia's GDP numbers and expectation for the year and second quarter and the impact of rising tensions between the US and China on the global economy. See omnystudio.com/listener for privacy information.

It's been a third day of reversals in US share markets, as hopes of more stimulus (read: negative rates) thin. But more might be needed, including on the fiscal front, reckons Texas US-based Tony Nash, CEO of Complete Intelligence. See omnystudio.com/listener for privacy information.

Covid-inflicted economic damage and limitless central bank money printing as a global policy response has resulted in an unprecedented playbook that investors are at sea navigating. Jack Kouzi, Director of Strategy, VFS Group, shares his investment strategy. See omnystudio.com/listener for privacy information.

Fixed income, private debt securities and cash are preferred assets in a crisis which is much broader than 2008/09's financial crash, says Ahmad Najib Nazlan, CEO at Maybank Asset Management. See omnystudio.com/listener for privacy information.

We speak to Joe Quinlan about his thoughts on the 20 million jobs lost in the US in April, the likelihood of the US seeing negative rates, sectors that he's paying attention to and his expectations for this week's speech from Jerome Powell, Chair of the Federal Reserve. See omnystudio.com/listener for privacy information.