BFM Media

Market Watch

News EN ↓ 6079 episodes

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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BFM Media

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News

Podcast website

www.bfm.my

Latest episode

Jul 9, 2026

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Episodes

Virus-Hit Markets - Buy On The Dip 04.02.2020

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...

Are China's Measures Enough To Calm Markets? 03.02.2020

Britain’s 47-year membership of the EU ended on Friday and marks the first exit by any big country from the bloc and strips the 27-member union of one of its largest economies and most powerful military and diplomatic players. However is there too much noise from the coronavirus market impact to discern the impact of this on markets? Does the UK have enough Economic cloud to get a deal it wa...

Hoo-Ah USA! US Earnings, GDP Offer Virus Respite 31.01.2020

It’s all about America today, with GDP and corporate earnings in full swing. And then there’s China, hit hard by the Coronavirus. Tim Mulholland, President, TJM Limited, Chicago, discusses sentiment, fund flows and virus mitigation measures. See omnystudio.com/listener for privacy information.

Hoo-Ah USA! US Earnings, GDP Offer Virus Respite 31.01.2020

It’s all about America today, with GDP and corporate earnings in full swing. And then there’s China, hit hard by the Coronavirus. Tim Mulholland, President, TJM Limited, Chicago, discusses sentiment, fund flows and virus mitigation measures. See omnystudio.com/listener for privacy information.

Talk, not walk 30.01.2020

The Federal Reserve met yesterday and kept rates pat as expected which was inline with street expectations. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank gives us his views on why and whether there would be any rate hikes or cuts for the rest of the year. He also weighs in on the reaction of the Hong Kong markets which reopened yesterday on the back of the Wuhan virus. See omnys...

Talk, not walk 30.01.2020

The Federal Reserve met yesterday and kept rates pat as expected which was inline with street expectations. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank gives us his views on why and whether there would be any rate hikes or cuts for the rest of the year. He also weighs in on the reaction of the Hong Kong markets which reopened yesterday on the back of the Wuhan virus. See omnys...

Coronavirus Uncertainty - The Dull Survive 29.01.2020

The Wuhan coronavirus hit markets just as they were beginning an upswing, on optimism over the US-China phase one trade deal. We speak to Jeffrey Halley Senior Market Analyst, Asia Pacific at OANDA, about whether there are still sectors riding out the uncertainty, and about other currencies reacting to the news  See omnystudio.com/listener for privacy information.

Federal Reserve - Steady As She Goes 28.01.2020

The shadow of the Wuhan coronavirus still hangs over global markets, with investors adopting a risk-off mode in the face of the disease uncertainty. We ask Joe Quinlan, Chief Market Strategist at the US Trust-Bank of America Private Wealth Management, about Chinese stock futures, the yuan, and oil, which all slid this week, as well as about his expectations from the Fed and Bank of England Monetar...

Coronavirus, the new risk to the world economy 24.01.2020

Carlos Casanova, Chief Asia Economist at Coface weighs in on why Bank Negara Malaysia cut the OPR rate by 25% and whether there will be more cuts to come. We then ask him about the impact the Coronavirus may have on the Chinese economy especially if the outbreak worsens. See omnystudio.com/listener for privacy information.

Coronavirus, the new risk to the world economy 24.01.2020

Carlos Casanova, Chief Asia Economist at Coface weighs in on why Bank Negara Malaysia cut the OPR rate by 25% and whether there will be more cuts to come. We then ask him about the impact the Coronavirus may have on the Chinese economy especially if the outbreak worsens. See omnystudio.com/listener for privacy information.

6% The Best China Can Do 23.01.2020

As markets overnight were bolstered by concerns over a virus spreading from China, we speak to Tony Nash, CEO of Complete Intelligence, for his insight into the downgrade of China's GDP forecast, the upside to US equities, and a fall in oil prices as a result of China's coronavirus. See omnystudio.com/listener for privacy information.

6% The Best China Can Do 23.01.2020

As markets overnight were bolstered by concerns over a virus spreading from China, we speak to Tony Nash, CEO of Complete Intelligence, for his insight into the downgrade of China's GDP forecast, the upside to US equities, and a fall in oil prices as a result of China's coronavirus. See omnystudio.com/listener for privacy information.

Ringgit too might close the 4.10 gap 22.01.2020

Risk sentiment is poor with the coronavirus outbreak in China. The Chinese Yuan has also fallen the most in three months due to this. See omnystudio.com/listener for privacy information.

Banking Sector Not A Repeat of 2019 21.01.2020

As US earnings season kicks off, we speak to Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management, about oil prices, Chinese industrial growth, the Bank of Japan, and what's next for US banking stocks. See omnystudio.com/listener for privacy information.

The only way is up for the Ringgit 20.01.2020

Stephen Innes, Asia-Pacific Market Strategist at AxiTrader tells us that the Chinese economy looks poised for a recovery after registering the lowest growth of 6.1% in 2019 since 1990. He also weighs in on the Ringgit direction after appreciating since the beginning of the year and notes that this trend looks set to continue as the local economy is closely tied to China's recovery. See omnystudio....

A Better Year For Asean Economies 17.01.2020

With phase 1 of a trade deal signed between the US and China, we ask what lies ahead for Asean economies. We also ask which country is expected to grow the most in 2020. Selena Ling, Head of Economics at OCBC answers those questions and more while also giving us a regional currency outlook. See omnystudio.com/listener for privacy information.

The Calm After the Storm 17.01.2020

With the dust settling on the US and China signing their Phase One trade deal, there are repercussions on trade, oil prices and capital markets. Tim Mulholland, President, TJM Limited, discusses. See omnystudio.com/listener for privacy information.

The Calm After the Storm 17.01.2020

With the dust settling on the US and China signing their Phase One trade deal, there are repercussions on trade, oil prices and capital markets. Tim Mulholland, President, TJM Limited, discusses. See omnystudio.com/listener for privacy information.

Phase 1 - No Big Deal? 16.01.2020

The US and China have signed a hard-fought agreement to halt their trade war, ushering in a fragile truce between the world’s two largest economies after months of confrontation. Now that it's been signed and sealed, will this clear the cloud over global growth? On another note, the co-chief investment officer of Bridgewater Associates, the world’s biggest hedge fund, says gold could s...

Phase 1 - No Big Deal? 16.01.2020

The US and China have signed a hard-fought agreement to halt their trade war, ushering in a fragile truce between the world’s two largest economies after months of confrontation. Now that it's been signed and sealed, will this clear the cloud over global growth? On another note, the co-chief investment officer of Bridgewater Associates, the world’s biggest hedge fund, says gold could s...

Have Markets Priced In the Middle East? 15.01.2020

Ahead of the signing of the US-China phase one deal, we speak to Jeffrey Halley, Senior Market Analyst at OANDA, for a look at the global markets, including the resilience of US equities, big tech, safe havens like gold, as well as the appreciation of the Chinese Yuan. See omnystudio.com/listener for privacy information.

Have Markets Priced In the Middle East? 15.01.2020

Ahead of the signing of the US-China phase one deal, we speak to Jeffrey Halley, Senior Market Analyst at OANDA, for a look at the global markets, including the resilience of US equities, big tech, safe havens like gold, as well as the appreciation of the Chinese Yuan. See omnystudio.com/listener for privacy information.

A Better 2020 for the FBMKLCI 15.01.2020

After a poor showing for the FBMKLCI in 2019 , Cheryl Pola, Deputy Head of Equity, at Affin Hwang Asset Management tells us that 2020 will be better year with 5-6% earnings growth as policy risk recedes. She expects the banking and plantation sector to improve with higher loans growth and strong CPO prices to propel earnings respectively. See omnystudio.com/listener for privacy information.

US Is Fine, UK Is Not 14.01.2020

Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells what to expect after the phase one US-China trade deal, should we worry that US jobs growth in December was below expectations, his earnings outlook, and his concerns about UK’s economy. See omnystudio.com/listener for privacy information.

US Is Fine, UK Is Not 14.01.2020

Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells what to expect after the phase one US-China trade deal, should we worry that US jobs growth in December was below expectations, his earnings outlook, and his concerns about UK’s economy. See omnystudio.com/listener for privacy information.

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