Market Watch

According to MIDF Research, the recently revived East Coast Rail Link (ECRL) project is expected to contribute 2.7% to Malaysia’s economic growth. We ask Danial Razak, a Construction Analyst at MIDF, to breakdown the report for us, from the multiplier effect to the stocks, sectors and states that will benefit from the project. The boost should last from the inception of the project until the...

The escalation in the US-China trade war sent markets to fresh lows, before they began to climb again. 3:50 - We ask Dodge Dorland, Chief Investment Officer at Landor Wealth Management about whether he thinks it's time to buy into the markets, as well as for his thoughts on the Uber IPO. See omnystudio.com/listener for privacy information.

Hopes of an end to the U.S-China trade war dissipated last week when President Trump’s latest round of tariffs were implemented as both parties failed to come to an agreement.  We speak to Joseph Incalcaterra, Chief ASEAN Economist at HSBC about the implications of this on ASEAN countries. We also speak to Joseph about interest rates in the region and his view on the Philippines followi...

Trade talks between the U.S and China are failing, but is it time to panic? We speak to Jeffrey Halley, Senior Market Analyst with OANDA to find out. We also ask about Uber's IPO and find out if it's a failure or not. Listen in.  See omnystudio.com/listener for privacy information.

According to Standard Chartered Bank, mid-sized companies could play a more significant role in realising ASEAN’s future growth ambition. However,  in order to do that, they will need to embrace new growth strategies to remain competitive in the local and ASEAN market. We speak to Jiten about the potential opportunity and challenges that the ASEAN markets holds, with a specific focus on...

We speak to Kingsley Jones, Chief Investment Officer of Jevons Global, to find out: 03:08 - How markets will react to the trade talk impasse. 05:22 - W hy Uber may not be a unicorn after all. See omnystudio.com/listener for privacy information.

With slowing global growth and increased trade tensions, will Asian central banks cut rates? We speak to Ray Choy, Regional Head, Treasury & Markets Research, CIMB Group Wholesale Banking to find out and see if that has any impact on currencies too. See omnystudio.com/listener for privacy information.

While Trump leverages on the strong US economy in the trade negotiations, China is unlikely to cave in easily. 00:52 - We speak to Tim Mulholland, President of TJM Limited, about his thoughts on the current US-China trade talks. 05:48 - The Morning Run Crew weighs in on the the Uber IPO. See omnystudio.com/listener for privacy information.

2:28 - The latest April trade figures coming out of China paint a mixed picture of the economy. Vishnu Varathan of Mizuho Bank speaks to us about China's economic outlook, especially with the escalating tensions in the US-China trade talks. 6:27 - Disney reported its second quarter earnings per share of 1.61 US dollars versus street expectations of 1.58 US dollars per share. This is in part due to...

The Axiata-Telenor mega merger has caught the attention of telco regulator MCMC because of the behemoth RM50 billion revenue it's going to create. To get an analysts’ perspective on the merger, we spoke to Tan J Young, a Senior Analyst at Hong Leong Investment Bank.  See omnystudio.com/listener for privacy information.

We ask Dodge Dorland, Chief Investment Officer of Landor Wealth Management, if markets are heading for a freefall if US-China trade talks fail. See omnystudio.com/listener for privacy information.

Have trade talks between China and the U.S been abandoned? We speak to Stephen Innes, Head of Trading and Market Strategy at SPI Asset Management, for his views and for interest rate direction in the region. See omnystudio.com/listener for privacy information.

Freddy Lim, Chief Investment Office of Stashaway tells us what to expect on the upcoming trade talks between China and US whilst giving us a glimpse of monetary policy direction in the region. See omnystudio.com/listener for privacy information.

We speak to Carlos Casanova, Chief Asia Economist of Coface, about the rising oil prices and its effects on global growth,  what a strong US dollar means for Asian economies, and  whether mixed Purchasing Manager's Indices across Asia should be a concern. See omnystudio.com/listener for privacy information.

We speak to Jeffrey Halley, Senior Market Analyst at OANDA on the recent outcomes from the FOMC meeting and Apple's recent move of share buybacks and paying more dividends. See omnystudio.com/listener for privacy information.

00:05 - Earnings data is continuing to trickle out of the US, ahead of an FOMC meeting set to begin tomorrow. We speak to Tony Nash, CEO of Complete Intelligence, about what we can expect from both the meeting and upcoming earnings reports. 04:26 - Alphabet's first quarter earnings report missed analyst expectations, sending the stock price down 7% overnight. 07:45 - And co-working space company W...

We speak to Kingsley Jones, Chief Investment Officer of Jevons Global, about how the increase in order of durable goods in the U.S. affects the market and China's Belt Road Initiative from a market perspective.  See omnystudio.com/listener for privacy information.

To find the latest trends in the fast paced technology sector and see what the growth drivers are, we speak to Toh Woo Kim , a Senior Analyst at Alliance DBS Research. See omnystudio.com/listener for privacy information.

Vishnu Varathan, Head of Economics and Strategy, Mizuho, discussed US initial jobless claims,  durable goods, and oil prices in the context of a surprise supply surge from the US. He ends with the Bank of Japan's pledge to keep interest rates extremely low and keep monetary policy "highly accommodative". See omnystudio.com/listener for privacy information.

Wealthy Asians are putting their money this year into gold, bonds and cash, possibly reflecting global headwinds. Steven Innes concurs with this risk-off approach. See omnystudio.com/listener for privacy information.

Dodge Dorland says that unless results are bad, the base case position is to look at them in a positive light. He also likes the kind of signals that tech stocks on Nasdaq are showing. See omnystudio.com/listener for privacy information.

00:00 - Apart from the good GDP print, there’s also other data supporting a a firm Chinese economy. Freddie Lim thinks that even the sharp electronics slump in Singapore might reverse, judging from leading indicators like the PMI. 06:22 - Amazon looks like it’s cutting losses from the highly competitive Chinese market and regrouping to go big into India. We also discuss the differences...

China and US inch closer to a resolution but is it a little too late? We speak to Tim Mulholland, President of TJM Limited in Chicago to find out if that rings true whilst also getting his views on the Pinterest and Zoom listing. See omnystudio.com/listener for privacy information.

Oil prices have climbed 40% since the beginning of 2019-does this rally still have legs or has it hit a brick wall? We speak to Howie Lee, Economist at OCBC  Bank, to get his views on oil price direction. See omnystudio.com/listener for privacy information.

China’s first quarter GDP registered a 6.4% growth compared to expectations of 6.3%. This seems to go against the grain of gloominess including the sentiments from the IMF. Jeffrey Halley thinks that the stimulus spigot has to be turned off at some point. See omnystudio.com/listener for privacy information.