Market Watch

Jack Kouzi, Director of Strategy at VFS Group tells us what to expect from US equity markets after a very good run in 2019 and whether there will be phase 2 of a trade deal after phase 1 has been signed between US and China. He also weighed in that US economy remains in very good shape at least for the 1st quarter of 2020 with strong job data and consumption. See omnystudio.com/listener for privac...

Jack Kouzi, Director of Strategy of VFS Group tells us what to expect from US equity markets after a very good run in 2019 and whether there will be phase 2 of a trade deal after phase 1 has been signed between US and China. He also weighed in that US economy remains in very good shape at least for the 1st quarter of 2020 with strong job data and consumption. See omnystudio.com/listener for privac...

Carlos Casanova, Chief Asia Economist, Coface, the credit insurer based in Hong Kong tells us that the two most populous countries in the world are facing headwinds. China suffers from inflationary pressure with rising pork prices and continued trade tensions with the US. On the other hand, India is only expecting 5% GDP growth for 2020 while unemployment remains elevated. See omnystudio.com/liste...

Carlos Casanova, Chief Asia Economist, Coface, the credit insurer based in Hong Kong tells us that the two most populous countries in the world are facing headwinds. China suffers from inflationary pressure with rising pork prices and continued trade tensions with the US. On the other hand, India is only expecting 5% GDP growth for 2020 while unemployment remains elevated. See omnystudio.com/liste...

Markets are up following a de-escalation in US-Iran tensions. With this in mind, we get Tony's observation on the market behaviour with respect to the tensions in the Middle East, as well as how investors should adjust their portfolios. We also get into potential impact of the Taiwan election on Asian markets and the regions and sectors he's watching this year. See omnystudio.com/listener for priv...

Han Tan, Market Analyst with FXTM tells us that gold and oil will continue to see price volatility on the back of tensions in the Middle East. He also gives us his view on the Ringgit's direction for the year which he says is subject to more external circumstances like the pace of global growth and the strength of the Yuan.     See omnystudio.com/listener for privacy information.

Han Tan, Market Analyst with FXTM tells us that gold and oil will continue to see price volatility on the back of tensions in the Middle East. He also gives us his view on the Ringgit's direction for the year which he says is subject to more external circumstances like the pace of global growth and the strength of the Yuan.     See omnystudio.com/listener for privacy information.

Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us that for the moment, there is no requirement to change asset allocations yet despite the recent heighten geopolitical tensions in the Middle East. He however notes that Phase 1 of a trade deal between US-China is in the price but Phase 2 may be a long way off. So better value may be found in Europe and Japan fo...

All eyes are on the Middle East as tensions between the US and Iran rocket. Is this a temporary scare for markets or are geopolitical risks going to continue into the medium term? We also ask Stephen about his outlook for oil prices, emerging markets and currencies as well as how he's factoring all this into his investment decisions. Is he going back to a risk-off mode? See omnystudio.com/listener...

All eyes are on the Middle East as tensions between the US and Iran rocket. Is this a temporary scare for markets or are geopolitical risks going to continue into the medium term? We also ask Stephen about his outlook for oil prices, emerging markets and currencies as well as how he's factoring all this into his investment decisions. Is he going back to a risk-off mode? See omnystudio.com/listener...

Chinese equities started the year with a bang with the CSI300 Index is at a 23 month high on the back of the Required Reserve Ratio cut by 50bps as well as optimism over Phase 1 of a trade deal being signed, but will this continue in 2020? And with China the first to adjust its monetary policy, making it more accommodative, will other central banks in the region follow suit? On another note, the T...

Crude Oil prices are near 3-month highs with Brent crude spot prices at USD68 per barrel. So with increasing U.S domestic production but continued OPEC commitment to curb supply, how will oil trade in the short term. On a similar note, gold prices were up 18% this year, supported by its safe haven status in times of global geopolitical risk. However with risk appearing to recede and interest rates...

Crude Oil prices are near 3-month highs with Brent crude spot prices at USD68 per barrel. So with increasing U.S domestic production but continued OPEC commitment to curb supply, how will oil trade in the short term. On a similar note, gold prices were up 18% this year, supported by its safe haven status in times of global geopolitical risk. However with risk appearing to recede and interest rates...

Kingsley Jones, Founder and Chief Investment Officer at Jevons Global in Sydney reminds us that the US equity markets only generated a return of 10% for the last 2 years as the end of 2018 saw a very sharp market correction creating a low base effect. He however says that sector rotation is key to outperformance and to start looking at the laggards which are healthcare, financials and even consume...

As the year comes to an end, we take a look the best performing currencies in the Emerging Markets, as well as a 'duck' theme that Vishnu had in his latest report. Looking forward, Vishnu expects all economies in Asia but China to show a pick-up in growth in 2020 and 2021. What’s going to hold back the Chinese economy next year? Other than that, we also get into regional risk facto...

As the year comes to an end, we take a look the best performing currencies in the Emerging Markets, as well as a 'duck' theme that Vishnu had in his latest report. Looking forward, Vishnu expects all economies in Asia but China to show a pick-up in growth in 2020 and 2021. What’s going to hold back the Chinese economy next year? Other than that, we also get into regional risk facto...

Oil has been rising, while gold prices have been cooling, but where will these commodities go in 2020? OPEC+ looks like it will maintain existing supply and a Phase 1 deal has been agreed, will this be enough to support oil prices? And with this possible lower volatility, will gold continue to lose its shine amongst investors? We speak to Howie about these and more as we look forward to...

Oil has been rising, while gold prices have been cooling, but where will these commodities go in 2020? OPEC+ looks like it will maintain existing supply and a Phase 1 deal has been agreed, will this be enough to support oil prices? And with this possible lower volatility, will gold continue to lose its shine amongst investors? We speak to Howie about these and more as we look forward to...

US equities have hit record highs in recent days in anticipation of the signing of the Phase 1 trade deal, the Bank of England maintained interest rates 0.75%, but hinted at the possibility of rate cuts in the new year as Andrew Bailey has been named as Mark Carney's replacement to run the bank. Also, oil is ending the year on a high-note, with markets showing some bullishness for the year ah...

With a Phase 1 deal agreed will the Chinese economy start seeing a recovery? We discuss this as well as China's central bank cash injection to avoid a liquidity squeeze due to the festive season and The Bank of Japan's latest policy announcement, where it left policy untouched on the back of a somewhat brighter economic outlook. We also asked Carlos about another open economy, South Korea, as...

With a Phase 1 deal agreed will the Chinese economy start seeing a recovery? We discuss this as well as China's central bank cash injection to avoid a liquidity squeeze due to the festive season and The Bank of Japan's latest policy announcement, where it left policy untouched on the back of a somewhat brighter economic outlook. We also asked Carlos about another open economy, South Korea, as...

We spoke to Vishnu about expectations for US GDP numbers next week as well as what he's paying attention to with the Bank of England and Brexit. Closer to home, the Bank of Thailand held its benchmark interest rate steady at an all-time low of 1.25% and Vishnu gave us his projections for Thailand given their slowing economic growth. See omnystudio.com/listener for privacy information.

We spoke to Vishnu about expectations for US GDP numbers next week as well as what he's paying attention to with the Bank of England and Brexit. Closer to home, the Bank of Thailand held its benchmark interest rate steady at an all-time low of 1.25% and Vishnu gave us his projections for Thailand given their slowing economic growth. See omnystudio.com/listener for privacy information.

Dodge Dorland believes that there is a positive change in perception in the markets driven by optimism in the trade talks. See omnystudio.com/listener for privacy information.

Dodge Dorland believes that there is a positive change in perception in the markets driven by optimism in the trade talks. See omnystudio.com/listener for privacy information.