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.
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
Federal Reserve will React to Markets, Not Dictate It 09.10.2019 10:14
Dodge Dorland, Chief Investment Officer of Landor Wealth Management chimes in on recent deterioration of US-China relations and what it means for markets. He also gave his views on whether the Federal Reserve will cut rates at the next Federal Open Market Committee (FOMC) meeting or wait till year end especially when voting members may be split on their views. See omnystudio.com/listener...
No Need For A Home Run 08.10.2019 5:50
With all eyes on the trade talks between US President Donald Trump and Chinese Vice Premier Liu He, we ask Joe Quinlan about his expectations on that, as well as on other risks in the Eurozone and Taiwan. See omnystudio.com/listener for privacy information.
No Need For A Home Run 08.10.2019 5:50
With all eyes on the trade talks between US President Donald Trump and Chinese Vice Premier Liu He, we ask Joe Quinlan about his expectations on that, as well as on other risks in the Eurozone and Taiwan. See omnystudio.com/listener for privacy information.
Inflation + Low Unemployment = Fed Having More Wiggle Room 07.10.2019 9:28
Kingsley Jones, Founder and Chief Investment Officer of Jevons Global, tells us that the Federal Reserve doesn't have to cut rates at the next FOMC but is likely to do so at year end. He, however, sees tough times ahead for markets and advocates a defensive strategy and going long on equities with reasonable valuations supported by yield. See omnystudio.com/listener for privacy information.
Inflation + Low Unemployment = Fed Having More Wiggle Room 07.10.2019 9:28
Kingsley Jones, Founder and Chief Investment Officer of Jevons Global, tells us that the Federal Reserve doesn't have to cut rates at the next FOMC but is likely to do so at year end. He, however, sees tough times ahead for markets and advocates a defensive strategy and going long on equities with reasonable valuations supported by yield. See omnystudio.com/listener for privacy information.
Mizuho’s Varathan on China’s ASEAN Policy, US Data, and Saudi Oil Premiums 03.10.2019 10:41
Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, talks about the impact of China’s evolving economic future on ASEAN, poor US economic data on risk markets, and volatile Saudi oil production on global prices. See omnystudio.com/listener for privacy information.
Dividend Yield Stocks May Be Resilient 02.10.2019 14:01
Amid the volatility and selling pressure in the US markets, Dodge Dorland is looking at some high dividend paying stocks within utilities and REITs. See omnystudio.com/listener for privacy information.
Dividend Yield Stocks May Be Resilient 02.10.2019 14:01
Amid the volatility and selling pressure in the US markets, Dodge Dorland is looking at some high dividend paying stocks within utilities and REITs. See omnystudio.com/listener for privacy information.
Sales Hike for Japan, Good for Inflation but Bad for the Economy? 27.09.2019 12:01
Carlos Casanova, Chief Asian Economist with Coface, reminds us that the sales tax hike coming this October might push Japan into recession like it did 5 years ago but ironically help the government to achieve its inflation target. He also tells us that China needs to do more to stimulate the economy via both monetary and fiscal policies but in a targeted manner to avoid any bubble. See omnystudio....
Sales Hike for Japan, Good for Inflation but Bad for the Economy? 27.09.2019 12:01
Carlos Casanova, Chief Asian Economist with Coface, reminds us that the sales tax hike coming this October might push Japan into recession like it did 5 years ago but ironically help the government to achieve its inflation target. He also tells us that China needs to do more to stimulate the economy via both monetary and fiscal policies but in a targeted manner to avoid any bubble. See omnystudio....
Americans Not Tuning in to Trump Drama 26.09.2019 10:01
With impeachment proceedings looming for President Trump, we ask Tony Nash, CEO of Complete Intelligence, if this will affect the US economy whilst also taking a hard look at the Chinese economy and if it can grow by 6% for 2019. See omnystudio.com/listener for privacy information.
Americans Not Tuning in to Trump Drama 26.09.2019 10:01
With impeachment proceedings looming for President Trump, we ask Tony Nash, CEO of Complete Intelligence, if this will affect the US economy whilst also taking a hard look at the Chinese economy and if it can grow by 6% for 2019. See omnystudio.com/listener for privacy information.
High Fees Take a Toll on Singapore's Mutual Funds 25.09.2019 8:26
A Morningstar survey ranked Singapore below average in investor friendliness due to high entry costs into mutual funds. While Malaysia doesn't feature in the survey, some writings may be on the wall. See omnystudio.com/listener for privacy information.
Too Early to Buy 25.09.2019 5:49
Dodge Dorland, Chief Investment Officer with Landor Wealth Management, talks about the impact of impeachment proceedings by the House of Representatives on markets but warns that it may still be too early to buy. We also ask for his views on the oil and gas companies who are evolving and benefiting from the move towards renewable energy. See omnystudio.com/listener for privacy information.
Too Early to Buy 25.09.2019 5:49
Dodge Dorland, Chief Investment Officer with Landor Wealth Management, talks about the impact of impeachment proceedings by the House of Representatives on markets but warns that it may still be too early to buy. We also ask for his views on the oil and gas companies who are evolving and benefiting from the move towards renewable energy. See omnystudio.com/listener for privacy information.
The Bright Spot is that Things are Really Bad in Europe 24.09.2019 10:03
Joe Quinlan thinks that it is unlikely for a recession in the next year or so as governments embark on fiscal policies. Things are so bad in Europe that it is begging for more stimulus. See omnystudio.com/listener for privacy information.
Wait-and-See Approach for BNM Monetary Policy 23.09.2019 5:46
Bank Negara maintained its Overnight Policy Rate (OPR) at 3% during its last meeting. We speak to Jesse Liew of Principal Asset Management on factors that would impact monetary policy moving forward, as well as his views on the direction of the ringgit. See omnystudio.com/listener for privacy information.
Wait-and-See Approach for BNM Monetary Policy 23.09.2019 5:46
Bank Negara maintained its Overnight Policy Rate (OPR) at 3% during its last meeting. We speak to Jesse Liew of Principal Asset Management on factors that would impact monetary policy moving forward, as well as his views on the direction of the ringgit. See omnystudio.com/listener for privacy information.
Barbell Strategy, The Best Option in a Volatile Market. 23.09.2019 10:19
With volatile markets, Kingsley Jones, Chief Market Strategist with Jevons Global in Sydney, tells us to adopt a barbell strategy which combines defensive and cyclical assets to get the best returns. See omnystudio.com/listener for privacy information.
Markets, Currency, Gold and Oil - All at Crossroads 20.09.2019 11:25
The Federal Reserve cut rates by 25 basis points as expected but with a split between officials, the question is whether more cuts are on the table or will they keep their powder dry if a recession hits the US economy. Stephen Innes, Asia-Pacific Market Strategist at AxiTrader tells us what to expect. See omnystudio.com/listener for privacy information.
Markets, Currency, Gold and Oil - All at Crossroads 20.09.2019 11:25
The Federal Reserve cut rates by 25 basis points as expected but with a split between officials, the question is whether more cuts are on the table or will they keep their powder dry if a recession hits the US economy. Stephen Innes, Asia-Pacific Market Strategist at AxiTrader tells us what to expect. See omnystudio.com/listener for privacy information.
Door Wide Open for More Interest Rate Cuts 19.09.2019 10:53
According to Vishnu Varathan of Mizuho Bank, the Fed is leaving the door open to more rate cuts following the 25 basis points cut yesterday. In oil, while the Ringgit is being supported by the recent Aramco-driven surge in oil prices, bigger geopolitical concerns would be a net negative. See omnystudio.com/listener for privacy information.
Door Wide Open for More Interest Rate Cuts 19.09.2019 10:53
According to Vishnu Varathan of Mizuho Bank, the Fed is leaving the door open to more rate cuts following the 25 basis points cut yesterday. In oil, while the Ringgit is being supported by the recent Aramco-driven surge in oil prices, bigger geopolitical concerns would be a net negative. See omnystudio.com/listener for privacy information.
Chase The Opportunities from Rising Oil Prices 18.09.2019 12:10
Although oil prices put a spanner in the works, Dodge Dorland, Chief Investment Officer at Landor Wealth Management, tells us that there are opportunities to make some money especially in the oil and gas names. See omnystudio.com/listener for privacy information.
Chase The Opportunities from Rising Oil Prices 18.09.2019 12:10
Although oil prices put a spanner in the works, Dodge Dorland, Chief Investment Officer at Landor Wealth Management, tells us that there are opportunities to make some money especially in the oil and gas names. See omnystudio.com/listener for privacy information.
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.