Market Watch

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.

Various central banks are implementing emergency rate cuts to respond to the coronavirus. Meanwhile it remains to be seen whether peak infections in China and South Korea are a light at the end of the tunnel. See omnystudio.com/listener for privacy information.

Its early days in the spat between OPEC+ nations but prices have already tested new lows not seen since the Gulf crisis. Kannika Siamwalla, Head of Regional Oil and Gas, RHB Group tells us their forecast for oil prices in 2020 based on demand and supply conditions. She also sheds light on why the Opec+ talks have failed and that Russia may have been right in their decision to walk away from the ta...

Jeffrey Halley awaits US stimulus package but the market promises to sustain rockiness See omnystudio.com/listener for privacy information.

Jeffrey Halley awaits US stimulus package but the market promises to sustain rockiness See omnystudio.com/listener for privacy information.

Singapore equity markets had already been impacted by Covid 19 as the disruption to global trade took hold . However the recent sharp fall price in oil prices has put a spanner into the works. So we speak to Janice Siok Tin Chua, Head of Asean Equities at DBS to find out what is the best strategy moving forward in this very volatile market. See omnystudio.com/listener for privacy information.

The bloodbath is not over yet for the financial markets. Joe wants to hide in dividend paying stocks. The Fed expected 50-75bp cut come March 18 will also not be enough without fiscal policy. See omnystudio.com/listener for privacy information.

Kingsley Jones, Chief Investment Officer for Jevons Global tells us to get ready for the volatility ahead as its still too early to tell how markets will react in the next few days to the spread of Covid 19 in Europe and US. He also notes that oil prices are set to fall as there remains a glut and questions remains over how soon China can consume again. See omnystudio.com/listener for privacy info...

With brent crude declining sharply by 20% to US$35 per barrel, what will the impact be to the Malaysian economy as the country is a net energy exporter? Anand Pathmakanthan, Head of Regional Equity Research at Maybank Kim Eng tells us that this puts the country in a fiscally constrained position with potentially weaker GDP for 2020. With increasing risk, he also advocates a more defensive strategy...

With brent crude declining sharply by 20% to US$35 per barrel, what will the impact be to the Malaysian economy as the country is a net energy exporter? Anand Pathmakanthan, Head of Regional Equity Research at Maybank Kim Eng tells us that this puts the country in a fiscally constrained position with potentially weaker GDP for 2020. With increasing risk, he also advocates a more defensive strategy...

We speak to Carlos about the Hong Kong economy as business outlook was at record lows in February, the Australian economy in 2020 on the back of their recent GDP numbers and whether Indonesia will be impacted by the COVID outbreak considering it was the only country in Asia where the Purchasing Managers Index did not contract in February. We also ask him whether he expects to see good numbers toni...

We speak to Carlos about the Hong Kong economy as business outlook was at record lows in February, the Australian economy in 2020 on the back of their recent GDP numbers and whether Indonesia will be impacted by the COVID outbreak considering it was the only country in Asia where the Purchasing Managers Index did not contract in February. We also ask him whether he expects to see good numbers toni...

US markets rallied last night on the back of Joe Biden's victories on Super Tuesday. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank Global discusses what we need to continue to monitor. See omnystudio.com/listener for privacy information.

US markets rallied last night on the back of Joe Biden's victories on Super Tuesday. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank Global discusses what we need to continue to monitor. See omnystudio.com/listener for privacy information.

The timing and the quantum of the 50 basis point cut by the Federal Reserve was a surprise to markets and significant in that Covid 19's impact on the US economy might be more negative than originally anticipated. Han Tan from FXTM breaks it down for us as to why the Fed had to move quickly whilst also commenting on oil prices and ringgit direction. See omnystudio.com/listener for privacy informat...

The timing and the quantum of the 50 basis point cut by the Federal Reserve was a surprise to markets and significant in that Covid 19's impact on the US economy might be more negative than originally anticipated. Han Tan from FXTM breaks it down for us as to why the Fed had to move quickly whilst also commenting on oil prices and ringgit direction. See omnystudio.com/listener for privacy informat...

With a surprise Federal Reserve cut of 50 basis points and covid 19, is the Malaysian equity market facing another year of headwinds? Jeremy Goh, Head of Research at Hong Leong Investment Bank gives us his take on the recently completed 2019 corporate result season and what earnings we can expect for 2020. See omnystudio.com/listener for privacy information.

With a surprise Federal Reserve cut of 50 basis points and covid 19, is the Malaysian equity market facing another year of headwinds? Jeremy Goh, Head of Research at Hong Leong Investment Bank gives us his take on the recently completed 2019 corporate result season and what earnings we can expect for 2020. See omnystudio.com/listener for privacy information.

Despite the rise in Covid-19 cases in the US, US indexes charted a stellar run, rising almost 5% across the board. We speak to Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, to get his take on the seemingly contradictory performance, as well as his thoughts on Fed Chair Jerome Powell’s recent statement. See omnystudio.com/listener for privacy information.

After a week of drama, Pakatan Harapan will still have the option of exhausting legal avenues to challenge the Muhyddin administration. In the meantime, the narrative should go back to what is good policy. See omnystudio.com/listener for privacy information.

With the change of Prime Minister and government, how will foreign investors react to this news? Vishnu Varathan, Head of Economics & Strategy, at Mizuho Bank explains that its early days yet while the recent correction on the Ringgit and markets was a combination of both uncertainty which investors dislike and the impact of the Covid 19. We also asked whether Bank Negara Malaysia was likely t...

Tony Nash of Complete Intelligence discusses the collapse in global stocks as COV-19 inches ever closer to becoming a global pandemic. See omnystudio.com/listener for privacy information.

Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank tells us what to expect from Malaysia's stimulus package plan and should we start to worry as the international credit agencies have voiced their concerns over our political impasse. See omnystudio.com/listener for privacy information.

Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank tells us what to expect from Malaysia's stimulus package plan and should we start to worry as the international credit agencies have voiced their concerns over our political impasse. See omnystudio.com/listener for privacy information.

US equity markets took another tumble correcting by more than 3% as Covid 19 fears took hold as the Centre for Disease Control warned of an outbreak in the US. Jeffrey Halley, Senior Market Analyst, Asia Pacific at OANDA however put things into perspective that the decline was actually small although warning that a V-shaped recovery that was widely anticipated may not materialise. He also gave his...