Market Watch

With volatile US equity markets and currency the new weapon in the increasingly antagonistic US-China trade war, we ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management on how best to position for this even in an era of ultra-low or negative    bond yields. See omnystudio.com/listener for privacy information.

00:52 - In the past week, we have seen central banks across Asia slashing their interest rates in an attempt to mitigate economic headwindse. We speak to Carlos Casanova, Chief Asia Economist at Coface, about his thoughts on these rate cuts as well as China's economic performance amid the intensifying trade tensions with the US. See omnystudio.com/listener for privacy information.

Ross Cameron, Fund Manager at Northcape Capital sees a hardening of stance between China and USA affecting markets globally. He also chimes in that there will be continued inflows into safe haven assets despite markets recovering from recent lows especially cryptocurrencies as investors lose confidence in fiat money. See omnystudio.com/listener for privacy information.

01:19 - We speak to Tony Nash, Chief Economist and CEO of Complete Intelligence, on the decisions of central banks of New Zealand, India and Thailand to cut interest rates, the PBOC's motivation to set its reference rate for the yuan, and whether investors will be holding on to the greenback as a safe haven currency. See omnystudio.com/listener for privacy information.

01:42 - Dodge Dorland, Chief Investment Officer at Landor Wealth Management warns that although in the short term the dip is a good time to buy, he warns that in the longer term, this could be the start of a major corrections especially since the yield curve is inverted. He also chimes in on his thoughts on Disney which just released its quarterly results, saying that the time to buy this entertai...

01:49 - Global markets are roiling from escalations in the US-China trade war. Yesterday, the Chinese yuan weakened beyond the psychological threshold of 7, leading the US to label China as a currency manipulator. We discuss market outlook and repercussions of rising trade tensions with Joe Quinlan. See omnystudio.com/listener for privacy information.

Global markets are roiling from escalations in the US-China trade war. Yesterday, the Chinese yuan weakened beyond the psychological threshold of 7, leading the US to label China as a currency manipulator. We discuss market outlook and repercussions of rising trade tensions with Joe Quinlan. See omnystudio.com/listener for privacy information.

01:00 - Global markets were rocked by President Trump’s announcement last week that the US would raise tariffs by 10% on USD300 billion worth of Chinese goods. We speak to Kingsley Jones on asset allocation in the uncertain trade climate, as well as his expectations for a slew of monetary policy meetings in the region this week. See omnystudio.com/listener for privacy information.

Tim Mulholland, President of TJM Limited weighs in why we shouldn't be so optimistic of the US earnings season while the recent dip in the Pound due to Brexit fears is actually a buying opportunity. See omnystudio.com/listener for privacy information.

Tim Mulholland, President of TJM Limited weighs in why we shouldn't be so optimistic of the US earnings season while the recent dip in the Pound due to Brexit fears is actually a buying opportunity. See omnystudio.com/listener for privacy information.

With Fed Chair, Jerome Powell announcing a 25 basis point cut, we ask Vishnu Varathan, Head of Economics & Strategy, Oceania & Treasury Department at Mizuho Bank if markets were confused by his hawkish and also dovish tone. We also discussed Hong Kong's gross domestic   product numbers and whether there are more tough times ahead for this Asian financial hub. See omnystudio.com/l...

Its a busy week for markets with results galore while the Feds are poised to meet   with an expected 25 basis point hike. So we ask Dodge Dorland, Chief Investment Officer of Landor Wealth Management how markets will react while we take a deeper dive on Apple results as it shifts from hardware to services. See omnystudio.com/listener for privacy information.

Its a busy week for markets with results galore while the Feds are poised to meet   with an expected 25 basis point hike. So we ask Dodge Dorland, Chief Investment Officer of Landor Wealth Management how markets will react while we take a deeper dive on Apple results as it shifts from hardware to services. See omnystudio.com/listener for privacy information.

Stephen Innes, Managing Partner with Vanguard Markets tells us to keep an eye on the Hong Kong protest as that may derail US - China trade talks while confirming that Japan has less policy options after 20 years of deflation although a weak Yen might be their saving grace. See omnystudio.com/listener for privacy information.

01:38 - Carlos Casanova, Chief Asia Economist at Coface tells us not to expect too much from trade talks between US and China in Shanghai with no quick resolution in sight. While he warns that the economies of Korea and Hong Kong remain vulnerable to trade tensions with more tough times ahead. See omnystudio.com/listener for privacy information.

02:02 - We speak to Tan J Young, Senior Analyst at Hong Leong Investment Bank for the reasons why the telco sector has outperformed the KLCI on a year to date basis while taking a deeper dive on who will win the significant 700MHz auction. He also goes on to tell us what his top picks are for the sector and the reasons for it. See omnystudio.com/listener for privacy information.

02:02 - We speak to Tan J Young, Senior Analyst at Hong Leong Investment Bank for the reasons why the telco sector has outperformed the KLCI on a year to date basis while taking a deeper dive on who will win the significant 700MHz auction. He also goes on to tell us what his top picks are for the sector and the reasons for it. See omnystudio.com/listener for privacy information.

01:16 - Democrats and Republicans agree to raise the debt ceiling to USD 22 trillion giving markets a sigh of relief but does that mean the Feds are under pressure to raise rates more aggressively? We ask Vishnu Varathan, Head of Economics & Strategy, Oceania & Treasury, Mizuho Bank for his views on this and also what monetary policy direction the Central Bank in Singapore will take with t...

02:47 - With U.S. corporate earnings seasons in full gear, we ask Dodge Dorland, Chief Investment Officer at Landor Wealth Management, if results have been negatively impacted by the U.S.-China trade war while exploring if oil and gas stocks are a buy. See omnystudio.com/listener for privacy information.

02:47 - With U.S. corporate earnings seasons in full gear, we ask Dodge Dorland, Chief Investment Officer at Landor Wealth Management, if results have been negatively impacted by the U.S.-China trade war while exploring if oil and gas stocks are a buy. See omnystudio.com/listener for privacy information.

01:24 - US GDP is out this Friday while it is peak corporate earnings season now. So Tony Nash, CEO of Complete Intelligence, tells us about the importance of meeting expectations as markets hit all-time highs. See omnystudio.com/listener for privacy information.

01:39 - US GDP is out this Friday while its peak corporate earnings season now. So Tony Nash, CEO of Complete Intelligence tell us the importance of meeting expectations as markets hit all time highs. See omnystudio.com/listener for privacy information.

Malaysian REITs generated a return of 11% year-to-date versus the KLCI 's return of -1.9%. We ask Vincent Khoo, Head of Research Malaysia, UOB Kayhian if the easy money has been made or if there are still good picks in this sector. See omnystudio.com/listener for privacy information.

1:53 - We speak to Kingsley Jones, Chief Investment Officer with Jevons Global to make sense of gold's rally while dissecting how markets will react if the Feds cut rates less than expected. See omnystudio.com/listener for privacy information.

01:20 - Tim Mulholland, President of TJM Limited in Chicago tells us why we should stay invested in US markets as the economy is still robust with consumer spending on the uptrend whilst the Fed rate cuts will boost growth. He also weighs in on why oil prices should stay above US$ 60 per barrel despite oncoming supply. See omnystudio.com/listener for privacy information.