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
The Impact of Langkah Sheraton on Investment Sentiment 25.02.2020 6:07
We speak to Vishnu for his view on market reactions to the political drama in Malaysia, its impact on both long term and short term investment sentiment towards Malaysia, the state of Malaysia's country risk status and the risk of a selldown in Malaysian Government securities. See omnystudio.com/listener for privacy information.
US Markets In Free fall 25.02.2020 5:22
Global equity markets started on volatile note with fears of Covid 19 turning into a global pandemic. We speak to Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management to ask if this volatility is set to continue and and will the Federal Reserve change their monetary policy in light of the sharp correction on Wall Street. See omnystudio.com/listener for privacy information...
NAP - A Wasted Opportunity To Right The Wrongs? 24.02.2020 10:14
The much delayed National Auto policy was unveiled last week to much fanfare. Will this move the needle when it comes to the global auto players? Will they shift their manufacturing facilities to Malaysia? And what does this mean for the listed auto players? To find out,we speak to Alexander Chia, Regional Head of Research, RHB Investment Bank. See omnystudio.com/listener for privacy information.
COVID-19 vs Hong Kong, Indonesia and Singapore 21.02.2020 7:22
As Hong Kong enters into a technical recession, we speak to Carlos about policy measures that Hong Kong could look at, especially considering Covid-19 could get worse and the reasons behind Hong Kong's hesitance on using fiscal measures despite having a huge surplus. We also get into Indonesia's 5th rate cut in 7 months and the effectiveness of Singapore’s expansionary budget. See omnystudio...
Has COVID-19 Exposed Over-Dependence on Chinese Manufacturing? 20.02.2020 7:04
We speak to Tony about his insights from the Federal Reserve's minutes released yesterday as well as his thoughts on Chinese manufacturing as activity slowly ramps up again. How long will it take for global supply chains to return to a sense of normalcy? Beyond that, we also get into Germany's economy as weak economic data dragged down the Euro, and thoughts on whether we'll see Asian Central Bank...
Has COVID-19 Exposed Over-Dependence on Chinese Manufacturing? 20.02.2020 7:04
We speak to Tony about his insights from the Federal Reserve's minutes released yesterday as well as his thoughts on Chinese manufacturing as activity slowly ramps up again. How long will it take for global supply chains to return to a sense of normalcy? Beyond that, we also get into Germany's economy as weak economic data dragged down the Euro, and thoughts on whether we'll see Asian Central Bank...
Currencies Reel from Covid-19 19.02.2020 6:04
A lot hinging on the Covid-19 for currencies including the ringgit which as reversed its good performance since the start of the year. See omnystudio.com/listener for privacy information.
US the Last Man Standing 18.02.2020 10:54
Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us that the US economy is doing well on all fronts from consumer spending to industrial production. However the worrying thing is that its also the only economic bloc that is doing well. See omnystudio.com/listener for privacy information.
US the Last Man Standing 18.02.2020 10:54
Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us that the US economy is doing well on all fronts from consumer spending to industrial production. However the worrying thing is that its also the only economic bloc that is doing well. See omnystudio.com/listener for privacy information.
US Markets, The Cleanest Dirty Shirt? 17.02.2020 6:06
US markets continued to rally and hit new highs despite 6% of the world's population under quarantine. Stephen Innes, Asia-Pacific Market Strategist at AxiTrader unravels this dichotomy and explains that its due to liquidity in the systems as the FED continues to intervene in the REPO market. Meanwhile he also explains why oil prices have risen 5% last week despite excess supply and a drop in dema...
US Markets, The Cleanest Dirty Shirt? 17.02.2020 6:06
US markets continued to rally and hit new highs despite 6% of the world's population under quarantine. Stephen Innes, Asia-Pacific Market Strategist at AxiTrader unravels this dichotomy and explains that its due to liquidity in the systems as the FED continues to intervene in the REPO market. Meanwhile he also explains why oil prices have risen 5% last week despite excess supply and a drop in dema...
How Will Policymakers Contain the Virus? 13.02.2020 6:21
In Asia , its all about the impact of Covid19, and specifically, policy response to its impact. Vishnu Varathan, Economics and Strategy Head of Mizuho Bank in Singapore, discusses. See omnystudio.com/listener for privacy information.
How Will Policymakers Contain the Virus? 13.02.2020 6:21
In Asia , its all about the impact of Covid19, and specifically, policy response to its impact. Vishnu Varathan, Economics and Strategy Head of Mizuho Bank in Singapore, discusses. See omnystudio.com/listener for privacy information.
Stimulus Not Enough to Ward Off The Virus 12.02.2020 7:49
The Covid-19 virus may have much longer lasting impact on the Chinese economy than initially expected as some factories are only operating at 10% capacity while major cities are devoid of crowds as people choose to stay at home for fear of being infected. Jack Kouzi, Director of Strategy, at VFS Group in Sydney warns that there may be big short term hit with economists underestimating the cut to C...
China to Shave off GDP Growth by 0.5% 11.02.2020 5:24
Since December, the Wuhan coronavirus death toll has passed 1,000 people. Jeffrey Halley, Senior Market Analyst, OANDA assesses the economic impact and policy options to cushion economies in China and other Asian countries against the virus. See omnystudio.com/listener for privacy information.
China to Shave off GDP Growth by 0.5% 11.02.2020 5:24
Since December, the Wuhan coronavirus death toll has passed 1,000 people. Jeffrey Halley, Senior Market Analyst, OANDA assesses the economic impact and policy options to cushion economies in China and other Asian countries against the virus. See omnystudio.com/listener for privacy information.
Is RBA Too Optimistic? 10.02.2020 4:38
Despite the coronavirus epidemic in China, the Reserve Bank of Australia (RBA) is upbeat about the Australian economy. Kingsley Jones, Chief Investment Officer, Jevons Global explains the optimism and room for the RBA to maneuver. See omnystudio.com/listener for privacy information.
Responding to the Coronavirus 07.02.2020 4:57
Asean and Chinese central bankers have responded to the Wuhan Coronavirus by cutting rates and pumping money into the system. But will other major central bankers respond too? Carlos Casanova, Chief Asia Economist with Coface in Hong Kong tell us that they may spring into action if the global economy weakens. He also warns that currently the Chinese government is forecasting slower growth but that...
Responding to the Coronavirus 07.02.2020 4:57
Asean and Chinese central bankers have responded to the Wuhan Coronavirus by cutting rates and pumping money into the system. But will other major central bankers respond too? Carlos Casanova, Chief Asia Economist with Coface in Hong Kong tell us that they may spring into action if the global economy weakens. He also warns that currently the Chinese government is forecasting slower growth but that...
Virus? What Virus? 06.02.2020 10:48
Brexit's impact on the Sterling and tech stocks at nosebleed-highs are the subject of the day's market discussion with Tony Nash, CEO of Complete Intelligence. See omnystudio.com/listener for privacy information.
Virus? What Virus? 06.02.2020 10:48
Brexit's impact on the Sterling and tech stocks at nosebleed-highs are the subject of the day's market discussion with Tony Nash, CEO of Complete Intelligence. See omnystudio.com/listener for privacy information.
Rebound Will Happen But When? 05.02.2020 6:23
With the coronavirus infecting more than 24,000 people and close to 500 deaths, we ask Han Tan, Market Analyst with FXTM about the impact this will have on Asian economies. He also gives us his view on the Yuan which has gone past the support level of 7 against the US dollar and its correlation to the Ringgit. See omnystudio.com/listener for privacy information.
Don't Be Afraid To Buy Quality 04.02.2020 6:37
The coronavirus remains very much the center of attention with China's markets finally opening after the extended Chinese New Year holiday. We talk to Jack Kouzi, Director of Strategy, VFS Group in Sydney on what are the spillover effects of the market selloff and how this contagion spreads over to the US. He also encourages investors to pick of quality stocks at this point of time. See omnystudio...
Don't Be Afraid To Buy Quality 04.02.2020 6:37
The coronavirus remains very much the center of attention with China's markets finally opening after the extended Chinese New Year holiday. We talk to Jack Kouzi, Director of Strategy, VFS Group in Sydney on what are the spillover effects of the market selloff and how this contagion spreads over to the US. He also encourages investors to pick of quality stocks at this point of time. See omnystudio...
Virus-Hit Markets - Buy On The Dip 04.02.2020 8:29
Amid worries over the impact of the Wuhan coronavirus, investors have reverted once again to risk-off mode, with equity markets suffering. But how low will markets go? For insight into the impact of the coronavirus on Malaysia and the rest of the region, we speak to Alex Chia, Head of Research at RHB Investment Bank, who is of the opinion that the fall in the markets represents a buying opportunit...
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