Market Watch

Tensions between the US and China have begun affecting global growth, with banks caught in the middle of the spat. For a look at regional banks to see if there is a disconnect between valuations and earnings, we speak to Harsh Wardhan Modi, Co-Head of Asia ex-Japan Banks Equity Research at JP Morgan, about regional trends, trade tensions, as well as his views on the Malaysian banking space. See om...

01:14 - The US Fed, Bank of Japan and Bank of England will make interest rate decisions this week. Given the global economic headwinds, they will probably remain dovish. 04:24 - Elsewhere, the African swine fever crisis is fuelling food inflation in China. See omnystudio.com/listener for privacy information.

The price of gold is coming close to breaching the high of USD1350 last seen in 2018.  02:26 - We speak to Stephen Innes, Managing Partner at Vanguard Markets Pte Ltd (Singapore), to find out if the rise in prices is due to a shift to safe haven assets. 06:45 - Massive crowds have taken to the streets of Hong Kong to demand Carrie Lam's resignation despite the suspension of the...

We speak to Vishnu Varathan, Head of Economics & Strategy, Oceania & Treasury Department at Mizuho Bank about the expectation from next weeks Federal Open Market Committee ( FOMC) meeting, the regional impact from the Hong Kong protest, as well as strength of the Yuan. See omnystudio.com/listener for privacy information.

03:07 - We speak to Carlos Casanova, Chief Asia Economist at Coface on PBOC direction, India’s data accuracy as well as Bank of Japan’s GDP update. See omnystudio.com/listener for privacy information.

With Malaysian corporate result season just over, we talk to Jeremy Goh, Head of Research at Hong Leong Investment Bank for a deeper dive on the numbers and his top picks for the market. See omnystudio.com/listener for privacy information.

Markets rebounded despite bond yields compressing while VIX remains elevated, we ask Dodge Dorland, Chief Investment Officer at  Landor Wealth Management, why? See omnystudio.com/listener for privacy information.

02:57 - We speak to Joe Quinlan, chief market strategist of US Trust-Bank Of America Private Wealth Management, about the news out of G20 series in Fukuoka, Japan, as well as China's trade surplus and a leadership-troubled UK. See omnystudio.com/listener for privacy information.

02:30 - To get a view of where markets are heading, we speak to Kingsley Jones, Chief Investment Officer of Jevons Global to find out and also if he has changed his investment strategy as result. See omnystudio.com/listener for privacy information.

02:31 - Tim Mulholland believes the US economy is on firm footing and now may be the right time to get back into markets. 09:18 - Neil Woodford , aka the Oracle of Oxford, who haemorrhaged investors’ money, could have been a good money manager who was hit with a spate of bad luck but was above all just a victim of statistics. Passive investors have long believed that the streak of star fund...

We take a look at US stocks following the government stepping up scrutiny of technology giants.    04:15 - Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, feels that the regulatory scrutiny on the tech sector is a headwind and may last for a while as privacy and anti-trust issues come to the fore. Listen in for more.  See omnystudio.com/listener...

With two possible rate cuts coming up from Australian and Indian Central Banks, we speak to Carlos Casanova, Chief Asia Economist at Coface, to get an idea of what to expect. See omnystudio.com/listener for privacy information.

The Securities Commission has updated the bi-annual list of Shariah-compliant securities and we speak to Muhammad Zulfadzlie bin Zulkifli,  Chief Investment Officer at UOB Islamic Asset Management, to find out the impact of this on affected stocks as well as information on  the criteria used. See omnystudio.com/listener for privacy information.

Trump has launched a whole new tariff threat against Mexico , not to curb any trade shenanigans, but to stem northward flow of undocumented immigrants . We speak to Freddy Lim, Chief Investment Officer of Stashaway, who feels that Trump has opened a can of worms by weaponising trade. Listen in for more.  See omnystudio.com/listener for privacy information.

Yield inversion is a pretty good indicator of a recession and might cause the Fed to consider rate cuts. This won’t automatically result in an equities rally because of recessionary fears. 02:34 - We speak more about this with Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank. See omnystudio.com/listener for privacy information.

04:44 - With US-China trade tensions intensifying, Dodge Dorland, Chief Investment Officer of Landor Wealth Management tells us that he is keeping his investment horizon short till the dust settles while preferring companies with strong US domestic earnings. See omnystudio.com/listener for privacy information.

02:29 - We speak to Jeffrey Halley, Senior Market Analyst at OANDA, about EU Parliamentary Elections, President Trump's visit to Japan, and oil. 07:38 - Following its 2014 listing in New York, Alibaba may now be considering a listing in Hong Kong. See omnystudio.com/listener for privacy information.

01:28 - Kingsley Jones is not taking any chances on the tech sector just yet from the Huawei fallout. 04:27 - Meanwhile, a multi-national union in the auto world in the form of Fiat-Renault needs to happen to create a cost- cutting behemoth. See omnystudio.com/listener for privacy information.

With the trade war between the US and China reaching new levels, China is not going down without a fight and investors are sending signals to track back on the US stance on the trade war. We speak to Tim Mulholland, President, TJM Limited on the impact of this new development on the US-China trade war. See omnystudio.com/listener for privacy information.

We speak to Jeremy Goh, Head of Research at Hong Leong Investment Bank, to find out how the digital tax can be implemented on the foreign players and how much it can potentially raise. See omnystudio.com/listener for privacy information.

On the back of Singapore's GDP numbers announcement, we speak to Vasu Menon, Vice President and Senior Investment Strategist at OCBC, for his thoughts on Singapore's equity market reaction, as well as China's outlook in the face of the US-China trade war. See omnystudio.com/listener for privacy information.

ASEAN countries are unlikely to escape the impact of the U.S-China trade war, even if they may not be hit as hard as the likes of South Korea and Taiwan. For more insight into an OCBC Bank report detailing the potential effects of the trade spat, we speak to Howie Lee, Economist at OCBC. See omnystudio.com/listener for privacy information.

Stephen Innes, Head of Trading and Market Strategy at SPI Asset Management, discusses the worsening U.S-China trade war via Huawei and the implications for Asia's markets and tech ecosystem. See omnystudio.com/listener for privacy information.

We take a look at global markets, how companies like Pinterest and Huawei are doing, and the Pound Sterling dropping amidst threats to oust Theresa May. 05:03 - With growth slowing in China, we speak to Carlos Casanova, Chief Asia Economist at Coface to find out what policy measures the government can take to stimulate the economy. See omnystudio.com/listener for privacy information.

Australia’s election is just several days away and the main opposition, the Labor party, are leading in opinion polls. Regardless of the results, Australia is set to have steady economic growth. Analysts are trimming their forecasts on China amidst another round of US tariffs imposed on China. We speak to Rajiv Biswas, Asia Pacific Chief Economist, at IHS Markit to get his insights into...