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
US Unemployment 10% by end-April? 06.04.2020 10:06
As countries around the world go into restricted movement measures, unemployment rates are also on the rise. For insight into how pandemic mitigation measures as well as the oil price war will continue to affect markets, we speak to Kingsley Jones, Chief Investment Officer at Jevons Global in Sydney. See omnystudio.com/listener for privacy information.
Record US Jobless Claims, China's Recovery and Indonesia Fiscal Concerns 03.04.2020 7:18
We speak to Carlos for his thoughts on the weekly U.S Jobless claims that hit another record high last night and its implications for Asia, signs he's keeping an eye on about China's recovery, concerns over the economies of Indonesia and Australia. See omnystudio.com/listener for privacy information.
Worse GDPs, Market Expectations, Chinese Manufacturing and the Rising US Dollar 02.04.2020 11:47
We speak to Tony about corporate earnings as the Dow and S&P 500 extended losses after their worst quarter since 2008 as Trump warned of a “painful two weeks ahead”. We also get into his expectations for markets in April, the shortage of US Dollars globally and Chinese Manufacturing data. See omnystudio.com/listener for privacy information.
Markets in Disarray as Oil Pools With Nowhere to Go 01.04.2020 10:04
Emerging market currencies will stay volatile as equity and energy assets suffer immediate shocks, says Han Tan, Market Analyst at FXTM. See omnystudio.com/listener for privacy information.
Have We Reached Peak Dollar? 31.03.2020 6:39
We speak to Joe about oil price concerns, consumption, gold shortage and the potential impact of the US Stimulus Package on the economy and market See omnystudio.com/listener for privacy information.
GDP of 0% Looms Large for Malaysia 30.03.2020 7:03
The man on the street may be covered by the govt stimulus but not the economy. Which means a 0% GDP mark for Malaysia in 2020, reckons Alex Chia , Regional Head of Research, RHB Investment Bank. See omnystudio.com/listener for privacy information.
Brace for Distress but Build Shopping Lists 30.03.2020 8:03
Brace for an extended period of distressed economic activity but build shopping lists in tech and Asian stocks while gathering cash, advises Stephen Innes, the Asia-Pacific Market Strategist at AxiTrader in Singapore. See omnystudio.com/listener for privacy information.
That Was Fast, The Bear Market Has Ended 27.03.2020 4:46
Tim Mulholland hopes that bonds and stocks go back to their normal relationship: if one goes up, the other should go down. The Fed and the US government are also expected to further open up their funding war chests after the jobless claims alarmingly but not surprisingly rose 10x in a week. See omnystudio.com/listener for privacy information.
The Great Cash Smorgasbord of 2020 26.03.2020 6:25
Bipartisanal support for the $2 trillion lifeline to the economy in the US provides some short term comfort to markets. If such policy turns into a contagion, regional markets might take heart. See omnystudio.com/listener for privacy information.
A Glimmer of Hope 25.03.2020 6:33
Global markets had the sharpest one day bounce not seen since the depression era. While there's still a lot of fear certain investors are looking at selected stocks that would benefit from a $2 trillion stimulus driven rally. See omnystudio.com/listener for privacy information.
Too Many Unknowns at the Moment 24.03.2020 3:55
Central banks globally have already enacted very accommodative monetary policies including the Federal Reserve with ultra low rates and quantitative easing. So now all eyes are on governments to push through fiscal measures to support growth. However Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management warns that market volatility will continue and the worst isn't over. S...
Economic Support is in the System 23.03.2020 4:45
A global recession is a foregone conclusion but the priority is the resolving the health care crisis. As volatility in markets and job losses will persist but perhaps the solution is to look at the other countries like South Korea who are seem better able to handle the coronavirus. Kingsley Jones, Chief Investment Officer at Jevons Global based in Sydney weighs in on this discussion whilst remindi...
Economic Support is in the System 23.03.2020 4:45
A global recession is a foregone conclusion but the priority is the resolving the health care crisis. As volatility in markets and job losses will persist but perhaps the solution is to look at the other countries like South Korea who are seem better able to handle the coronavirus. Kingsley Jones, Chief Investment Officer at Jevons Global based in Sydney weighs in on this discussion whilst remindi...
Are There Good REIT Plays In This The Market Downturn? 20.03.2020 4:22
REITs are under normal circumstances a defensive asset class which provides certainty of earnings and yield. However the KL REIT Index has seen a sharp decline of 19% on a year to date basis. We speak to Chan Jit Hoong, Analyst, Hong Leong Investment Bank for his analysis on why this is so. See omnystudio.com/listener for privacy information.
Is RM30 Billion Enough Liquidity for the Malaysian Banking System? 20.03.2020 7:10
Will the Dollar rally end? How concerned should Malaysia be over low oil prices? We speak to Carlos about these as well as his view on Bank Negara's move to release RM30 billion into the banking system and his view on the Aussie dollar as it hits a 17 year low. Could the Aussie Dollar slide further? See omnystudio.com/listener for privacy information.
Could Cov-19 Finally Kill the EU? 19.03.2020 9:52
The fallout from Cov-19 might result in the disintegration of the European Union while the flight to safe havens like the USD is yet another headache for the financial markets to stomach, according to Tony Nash, CEO of Complete Intelligence. See omnystudio.com/listener for privacy information.
Could Cov-19 Finally Kill the EU? 19.03.2020 9:52
The fallout from Cov-19 might result in the disintegration of the European Union while the flight to safe havens like the USD is yet another headache for the financial markets to stomach, according to Tony Nash, CEO of Complete Intelligence. See omnystudio.com/listener for privacy information.
Is Market Volatility The New Norm? 18.03.2020 7:01
The Ringgit dipped to the 4.33 levels against the US Dollar after Malaysia's movement control order came out and this despite the surprise Fed rate cut. We speak to Han about the sudden sell-off in the currency and for his thoughts about recovery in the short term. Aside that, we speak to him about the recovery in US equities last night as well as the the slide in the Aussie Dollar and Gold. See o...
Is Market Volatility The New Norm? 18.03.2020 7:01
The Ringgit dipped to the 4.33 levels against the US Dollar after Malaysia's movement control order came out and this despite the surprise Fed rate cut. We speak to Han about the sudden sell-off in the currency and for his thoughts about recovery in the short term. Aside that, we speak to him about the recovery in US equities last night as well as the the slide in the Aussie Dollar and Gold. See o...
Is The Bear Market Here To Stay? 17.03.2020 6:47
We speak to Joe on the declaration of the state of emergency in the US, his thoughts on the Federal Reserve cutting rates to 0 and fiscal measures that the US might need to consider to support the US consumer, a core element of their economy. See omnystudio.com/listener for privacy information.
Keep Calm, Think Long 17.03.2020 5:33
As markets roil, the message to investors: stay calm and think long-term, even as medium-term opportunities emerge in energy and manufacturing stocks. So says Patrick Chang, Regional Chief Investment Officer at Principal Asset Management. See omnystudio.com/listener for privacy information.
Fed Cuts To Zero, Will Others Follow Suit? 16.03.2020 10:44
The Federal Reserve cut rates by 100 basis points to 0%, a move not seen since the Global Financial Crisis. We speak to Stephen about his thoughts around this move, its impact on other central bank globally and his view of the markets as the COVID-19 situation develops. See omnystudio.com/listener for privacy information.
Fed Cuts To Zero, Will Others Follow Suit? 16.03.2020 10:44
The Federal Reserve cut rates by 100 basis points to 0%, a move not seen since the Global Financial Crisis. We speak to Stephen about his thoughts around this move, its impact on other central bank globally and his view of the markets as the COVID-19 situation develops. See omnystudio.com/listener for privacy information.
Fiscal Spending is Key 13.03.2020 4:10
With global markets in a meltdown, we ask Tim Mulholland, President of TJM Limited based in Chicago whether the actions of central bankers like the Federal Reserve and the European Central Bank to cut rates would be enough to avert a financial crisis. See omnystudio.com/listener for privacy information.
Where to Hide In These Times? 12.03.2020 8:01
With markets in free fall, we ask Chow Wei Nien, Consumer Analyst at Affin Hwang Capital if the consumer sector remains the safe haven sector to hide in. He tells us that despite the expensive valuations, this sector remains a pick and what specific names still offer value. See omnystudio.com/listener for privacy information.
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