BFM Media

Market Watch

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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.

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BFM Media

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Último episódio

9 de jul de 2026

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Episódios

Good Things Come in Small Packages 23.10.2019

Small cap investing clearly has been rewarding in 2019 with the FBM Small Cap Index up by 20% on a year-to-date basis compared to the FBM KLCI's negative return of 7%. So we ask Lee Meng Horng, Senior Research Analyst with RHB Investment Bank, why small caps are the flavour of the year and what are his top picks whilst reminding us of the risks. See omnystudio.com/listener for privacy information.

Is the Street Being Too Pessimistic? 23.10.2019

Dodge Dorland, Chief Investment Officer at Landor Wealth Management, goes through the US corporate results season, highlighting the names he is watching out for this week. He also weighs in on why the street continues to cut its estimates despite the positive numbers so far as trade tensions continue to cloud the outlook. See omnystudio.com/listener for privacy information.

Don't Talk Ourselves into an Early Grave 22.10.2019

Jeffrey Halley, Senior Market Analyst at OANDA tells us to be a little more positive on markets as US corporate result season may surprise on the upside. He also weighs in on this never-ending Brexit saga and its impact on the pound. See omnystudio.com/listener for privacy information.

Don't Talk Ourselves into an Early Grave 22.10.2019

Jeffrey Halley, Senior Market Analyst at OANDA tells us to be a little more positive on markets as US corporate result season may surprise on the upside. He also weighs in on this never-ending Brexit saga and its impact on the pound. See omnystudio.com/listener for privacy information.

Budget 2020 Pushing Malaysia into the Digital Age 21.10.2019

Many goodies were tabled in Budget 2020 to propel Malaysia up the value chain, improve nationwide connectivity, and implement 5G. To help us dissect which companies on Bursa stand to benefit, we speak to Tan J Young, Senior Analyst with Hong Leong Investment Bank. See omnystudio.com/listener for privacy information.

Geopolitical Risks Continues to Weigh Down on Markets 21.10.2019

Kingsley Jones, Founder and Chief Investment Officer, of Jevons Global reminds us that the world remains in a flux with Brexit uncertainties and the on-going US-China trade war but there are still some investment ideas worth exploring which includes US software companies and selected banks. See omnystudio.com/listener for privacy information.

Palm Oil Recovery in Sight for 2020 18.10.2019

Ong Chee Ting, Regional Plantations Analyst from Maybank IB Research tells us the many initiatives from Budget 2020 which are positive for the plantations sector. He also give us his sector call and top picks that will benefit from the better CPO price. See omnystudio.com/listener for privacy information.

Palm Oil Recovery in Sight for 2020 18.10.2019

Ong Chee Ting, Regional Plantations Analyst from Maybank IB Research tells us the many initiatives from Budget 2020 which are positive for the plantations sector. He also give us his sector call and top picks that will benefit from the better CPO price. See omnystudio.com/listener for privacy information.

Palm Oil Recovery in Sight for 2020 18.10.2019

Ong Chee Ting, Regional Plantations Analyst from Maybank IB Research tells us many initiatives from Budget 2020 which are positive for the plantations sector. He also give us his sector call and top picks that will benefit from the better CPO price. See omnystudio.com/listener for privacy information.

Boris Johnson Wins Brussels Over but Home is Where the Battle is 18.10.2019

Despite winning Brussels over, Brexit is far from a done deal, while US earnings season has offered a positive tone to markets thus far, according to  Tim Mulholland, President of TJM Limited. See omnystudio.com/listener for privacy information.

Boris Johnson Wins Brussels Over but Home is Where the Battle is 18.10.2019

Despite winning Brussels over, Brexit is far from a done deal, while US earnings season has offered a positive tone to markets thus far, according to  Tim Mulholland, President of TJM Limited. See omnystudio.com/listener for privacy information.

Building up the Manufacturing Sector? 17.10.2019

As the KLCI still languished in negative territory on a year-to-date basis, we speak with Patrick Chang, Chief Investment Officer at Principal Asset Management, for an investment outlook at some of the sectors which may benefit from Budget 2020. See omnystudio.com/listener for privacy information.

Building up the Manufacturing Sector? 17.10.2019

As the KLCI still languished in negative territory on a year-to-date basis, we speak with Patrick Chang, Chief Investment Officer at Principal Asset Management, for an investment outlook at some of the sectors which may benefit from Budget 2020. See omnystudio.com/listener for privacy information.

US-China Spat & Brexit Continue to Overhang 17.10.2019

The US-China trade dispute is opening up recessionary risks for Singapore while the protests are bubbling over for Hong Kong. The prospect of a Brexit deal is tantalising. An extension of Article 50 will be a relief. See omnystudio.com/listener for privacy information.

US-China Spat & Brexit Continue to Overhang 17.10.2019

The US-China trade dispute is opening up recessionary risks for Singapore while the protests are bubbling over for Hong Kong. The prospect of a Brexit deal is tantalising. An extension of Article 50 will be a relief. See omnystudio.com/listener for privacy information.

Fed Rate Cut is Still Likely 16.10.2019

Dodge Dorland, Chief Investment Officer at Landor Wealth Management, thinks that the uptick in the retail segment is not enough to stop a Fed rate cut in October. We also speak to him on how General Motors is reacting to its workers' strike and his top picks for corporate earnings to look out for. See omnystudio.com/listener for privacy information.

Keeping the Lights On 15.10.2019

According to Jeffrey Halley, Senior Market Analyst at OANDA warns that trade talks between China and US are just "holding action" with no real resolution in sight although some concessions were made. Meanwhile UK remains in a flux with on-going Brexit talks although the pound and economy remain in relative good shape and will in fact do well if a deal can be hammered with the EU. See omnystudio.co...

In Trade Impasse, Baby Steps - But Good Steps Nonetheless 14.10.2019

Stephen Innes, Asia-Pacific Market Strategist, AxiTrader, discuss the latest, positive developments on the US-China trade war, while casting an eye on upcoming FOMC moves and key US data like retail sales and industrial production.  See omnystudio.com/listener for privacy information.

Will Budget 2020 be the Much Needed Catalyst for the KLCI? 14.10.2019

With the KLCI being the worst performing market in Asia, Jeremy Goh, Head of Research at Hong Leong Investment Bank, tells us if Budget 2020 will help the equity market end the year on a positive note. He also weighs in on the potential sectors that are winners and losers whilst taking a deeper look at some of the companies that stand to benefit. See omnystudio.com/listener for privacy information...

Will Budget 2020 be the Much Needed Catalyst for the KLCI? 14.10.2019

With the KLCI being the worst performing market in Asia, Jeremy Goh, Head of Research at Hong Leong Investment Bank, tells us if Budget 2020 will help the equity market end the year on a positive note. He also weighs in on the potential sectors that are winners and losers whilst taking a deeper look at some of the companies that stand to benefit. See omnystudio.com/listener for privacy information...

In Trade Impasse, Baby Steps - But Good Steps Nonetheless 14.10.2019

Stephen Innes, Asia-Pacific Market Strategist, AxiTrader, discuss the latest, positive developments on the US-China trade war, while casting an eye on upcoming FOMC moves and key US data like retail sales and industrial production.  See omnystudio.com/listener for privacy information.

Budget 2020, Will it be the Panacea to Our Issues? 11.10.2019

Peck Boon Soon, Chief ASEAN Economist at RHB Research Institute, tells us what he expects from Budget 2020, in particular how the government intends to implement its Shared Prosperity Vision whilst looking at bigger problems the government faces today in light of the slowing global growth impacting trade flows and business sentiments. See omnystudio.com/listener for privacy information.

Don't Expect Much, Just Micro-Concessions 11.10.2019

Markets remain volatile as US and China continue trade talks in Washington but Carlos Casanova, Chief Asian Economist of Coface warns that concessions if any, will be "micro". He also weighs in on the India-China talks but expects more from joint counter terrorism efforts rather than economic collaboration. See omnystudio.com/listener for privacy information.

Hong Kong's Days of Financial Dominance are Over 10.10.2019

With protest continuing in Hong Kong, we ask Tony Nash, Chief Economist and CEO of Complete Intelligence, whether it can hang on to its title of Asia's financial hub and does this have any impact on China. We also ask him if we can expect anything from US-China trade talks that are happening in Washington later this week. See omnystudio.com/listener for privacy information.

Federal Reserve will React to Markets, Not Dictate It 09.10.2019

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...

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