Market Watch
Market Watch is a financial podcast that helps investors navigate the markets by speaking with leading local and foreign analysts. Each episode covers how different asset classes and markets react to the latest news, results, and geopolitical events. The show aims to cut through investor paralysis by providing clear insights on whether to be dovish or hawkish, over or underweight, and bull or bear.
Episodes
Markets Rotate as Global Growth Diverges
Global markets are sending mixed signals, with US blue chips pushing to new highs even as technology stocks lose momentum. Investors are also weighing a resilient US labour market, signs of stronger manufacturing activity in China, falling oil prices, and renewed interest in gold as expectations for Federal Reserve rate cuts evolve. As leadership shifts across sectors and regions, where are the be
Can the US Market Regain Momentum?
Investors are weighing a mixed picture for the US economy, with manufacturing continuing to expand, inflation remaining a concern, and markets searching for fresh direction after recent volatility. While technology shares are attempting to stabilise and consumer-facing sectors such as airlines continue to outperform, attention is also turning to Federal Reserve Chair Kevin Warsh's evolving policy
Japanese Yen Falls to New Lows
The Japanese yen has weakened to its lowest level since 1986 against the US dollar, despite signs of strength elsewhere in the economy. What's the threshold for intervention by the Bank of Japan and what does this mean for monetary policy moving forward? We discuss this and other Asian economic trends with Carlos Casanova of UBP. Image Credit: ShutterstockSee omnystudio.com/listener for priva
Is It Time to Broaden Beyond Big Tech?
US markets have steadied after a bout of volatility, helped by easing geopolitical tensions and lower oil prices. As investors look to the second half of the year, attention is shifting from macro risks back to corporate earnings, with growing divergence emerging within the technology sector and renewed interest in cyclical industries. Is the market entering a broader phase of leadership, or will
Are Markets Misreading the Risks?
As oil prices retreat to pre-Iran war levels, a vital question emerges: Are markets accurately pricing the reality of crude flows through the Strait of Hormuz, or has bearish sentiment overshot? Between the wild swings in Korean memory chip stocks and the deeply depressed Japanese Yen, where do the markets fundamentals actually lie? We speak to Kingsley Jones, Chief Investment Officer at Jevons Gl
Markets Shrug Off Inflation Warning
US inflation has climbed to its highest level in three years, yet markets have remained remarkably resilient. Strong economic data, easing oil prices, and renewed optimism around AI have helped support investor sentiment, even as expectations grow that the Federal Reserve could keep interest rates higher for longer. Is the market correctly pricing the risks ahead, or are investors becoming too com
Crude Oil, Gold Respond To War News
Spot gold is now trading at its lowest in a year while Brent crude oil futures have gone back to Feb 27 levels, the day before the US and Israel attacked Iran. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, lays out the current scenario and its impact on interest rates and currencies.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Is AI Mania Coming to an End?
The overnight global sell-off in tech and AI stocks has reignited questions about the longevity of the AI-led bull run. Are these early signs that the bubble is bursting? We discuss market trends with David Chow of Azure Capital.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Will US Inflation Resolve Itself?
The US Fed Chair Kevin Warsh in his first meeting gave hawkish signals as to the interest rate trajectory, but is a hike imminent? Joseph Sroka of NovaPoint Capital weighs in on the potential scenarios at play and what investors should consider in the AI tech space.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Has the Stagflation Threat Passed?
Falling oil prices and easing tensions in the Middle East have reduced fears that the global economy could slide into stagflation. Yet investors still face major questions around the outlook for growth, inflation, interest rates, and the strength of the US dollar under new Federal Reserve Chair Kevin Warsh. As markets reassess the path forward, are we entering a more stable phase for the global ec
From War Risk to Rate Risk
Markets have welcomed the signing of the US-Iran peace agreement, with investors rotating back into risk assets as concerns over energy supplies and geopolitical disruption ease. The focus is now shifting back to economic fundamentals, including the outlook for interest rates, Federal Reserve policy, and the health of the US labour market. As investors reassess whether the post-conflict rally can
Asia's Rally Returns as Oil Fears Fade
Asian markets have regained momentum after easing tensions in the Middle East helped drive oil prices lower and improve investor sentiment. At the same time, strong export data from Singapore, continued strength in South Korea's semiconductor sector, and resilient earnings in Japan are reinforcing the region's growth outlook. As investors shift their focus back to fundamentals, where are the best
Can Markets Sustain the Post-Peace Rally?
Markets are reassessing the outlook after the Federal Reserve held rates steady and signs emerged of a possible peace agreement between the United States and Iran. Lower oil prices and easing geopolitical tensions have improved sentiment, but investors are also weighing the implications of the first policy signals from new Fed Chair Kevin Warsh. As attention shifts back to growth, inflation, and i
Markets Cheer Peace, But What's Next?
Global markets have rallied after reports of a peace agreement between the United States and Iran, easing concerns over energy supplies and helping drive a renewed risk-on mood across equities. With the Strait of Hormuz expected to reopen, oil prices have retreated, gasoline costs are falling, and investors are reassessing which sectors stand to benefit most from a more stable geopolitical environ
Have Markets Fully Priced in the Gulf Ceasefire?
Global markets were positive at the end of last week on the back of the SpaceX IPO and signals of an imminent US-Iran ceasefire deal. Have the markets fully priced in the potential reopening of the Strait of Hormuz, or does the rally have legs? We discuss the market outlook with Kingsley Jones of Jevons Global.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Tech Stocks Gain, Iran Deal "Likely", What's Next?
The likelihood of a solution to the war in Iran sparked a rebound in the markets, led by tech stocks that have been sold off in the past few sessions. Tim Mulholland, President at TJM Limited, talks about the underlying economic data that will still guide central banks' interest rate decisions in the coming weeks.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Emergency Rate Hike Puts Indonesia Under Pressure
Indonesia’s central bank has delivered its first off-cycle interest rate hike in eight years after the rupiah fell to record lows against the US dollar. The move follows a series of interventions and comes amid growing pressure from global volatility, higher energy prices, and concerns over domestic economic policy. With policymakers now prioritising currency stability, investors are asking whethe
Tech-led Selloff Fails To Rebound : What Next?
World markets ended in the deep red with the selloff on semiconductor, tech and AI plays continuing. Consumer price results from the US also indicate that inflation remains an issue for the interest rate outlook, while the Iran war appears to have escalated. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, helps us make sense of these developments.Image Credit: ShutterstockSee omn
Q1 Earnings Under Pressure?
The 1Q2026 earnings season has now wrapped, and while the period is traditionally softer due to festive holidays, this quarter saw an even more compressed business calendar with both Chinese New Year and Hari Raya falling within the reporting period. Jeremy Goh, Head of Research, Hong Leong Investment Bank, shares his insights into this.Image Credit: ShutterstockSee omnystudio.com/listener for pri
Tech Rebound Fails, Markets Falter Again
Wall Street stocks appear to be struggling to find its footing following last week's tumble as investors remain nervous that the AI-driven run in chips had risen too far, too fast. Joseph Sroka, Chief Investment Officer at NovaPoint Capital helps us make sense of these developments.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Markets Recover, Uncertainties Remain
Wall Street staged a mild tech-related recovery following a more than 5% decline on the Nasdaq, over the previous three sessions. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, analyses the events of the past few days and how they might guide investment decisions.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Correction or Turning Point for Markets?
Global markets were rattled by a sharp sell-off last week, with technology stocks leading the decline and investors reassessing the outlook for interest rates, valuations, and economic growth. Stronger-than-expected US labour market data has revived concerns that monetary policy may need to remain tighter for longer, putting pressure on equities, bonds, and even traditional safe havens such as gol
Has Crypto Lost Its Momentum?
Cryptocurrency markets are facing renewed pressure as Bitcoin retreats sharply from its highs, even as global equity markets continue to rally on the back of AI enthusiasm and strong technology earnings. Capital appears to be flowing back into traditional growth assets, while ETF outflows, long-term holder selling, and weakening sentiment have raised fresh questions about institutional demand for
Economic Data, Interest Rates & Currencies
Overnight saw the release of Australia's first quarter GDP numbers while the US' unemployment indicators are set to be released tonight. Hebe Chan, Senior Market Analyst at Vantage Market, dissects these numbers and what it would mean for interest rate decisions by the US Federal Reserve and the Reserve Bank of Australia.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information
Malaysia's Banks : Strong Start, Uncertain H2
Malaysia’s banking sector started 2026 on a stronger-than-expected footing, with loan growth picking up, credit demand holding firm, and asset quality remaining stable despite a challenging global backdrop. Raymond Ng, Equity Analyst at Hong Leong Investment Bank unpacks what is driving this sector and what investors can expect.Image Credit: ShutterstockSee omnystudio.com/listener for privacy info
US Economic Data Impact On Equities
Latest data reveal that US services activity accelerated in May, while employment registered a slight slowdown. Meanwhile, equities on Wall Street have broken a nine-day winning streak but optimism still surrounds tech and AI counters. Tony Nash, CEO of Complete Intelligence discusses these developments and their impact on US interest rates going forward.Image Credit: ShutterstockSee omnystudio.co
The Inflation Spectre in East Asia
How are the major East Asian economies - China, South Korea and Japan - navigating external headwinds? We analyse the latest economic data with Carlos Casanova, Senior Economist at UBP.See omnystudio.com/listener for privacy information.
War, AI & Markets
Overnight, news that the US-Israel war on Iran may see a resolution spurred markets. However, this also comes as central banks turn more hawkish and companies continue to ramp up AI and tech spending. Tim Mulholland, President at TJM Limited, outlines how he thinks investor might position themselves going forward.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Inflation Numbers To Dictate Central Banks' Actions
Recent positive news surrounding the US-Israel war on Iran have caused crude oil prices to drop, supporting equities but upcoming inflation data will dictate central banks' actions in the coming weeks. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his insights.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
West Asia Uncertainty Still Dictates Market Direction
News that there might be a resolution to the US-Israel war on Iran has been dominating market sentiment with the latest (conflicting) updates causing equities to rise and crude oil to fall. Laurent Lequeu, an independent market with the Macro Butler newsletter shares his insights on what sectors to pay attention to.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Consider Opportunities in Asia Tech
Asian indices like the Taiwan Index and South Korea's Kospi have rallied on the back of the global AI boom. How attractive is the Asia tech hardware sector for investors? David Chow of Azure Capital weighs in on this and other market trends.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Malaysia's Real Estate Reality Check
Malaysia’s property sector began 2026 relatively stable footing, supported by healthy earnings visibility and strong sales secured over the past two years. But fresh macro data is beginning to paint a more cautious picture. Jessica Low a senior analyst at MBSB Research shares her outlook for this sector, the key risks ahead, and where she still sees value.Image Credit: ShutterstockSee omnystudio.c
Interest Rates Direction vs Economic Data
S jobless claims data released yesterday indicate that layoffs remain muted while in Australia, the unemployment rate jumped to 4.5% in April to reach the highest in about 4½ years. Tim Waterer, Chief Market Analyst at KCM Trade, shares his insights on this would guide the decisions of the US Federal Reserve and the Reserve Bank of Australia.Image Credit: ShutterstockSee omnystudio.com/listener fo
US Interest Rate Direction & Tech Results
Overnight, the US Federal Reserve's Federal Open Market Committee's meeting minutes were released yesterday, while results from Nvidia came in above expectations. Tony Nash, CEO of Complete Intelligence, joins us to analyse what these developments might signal for markets ahead.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Bond Markets Raise Alarm Over Inflation Risks
Global bond yields have risen over concerns that central banks will be forced to hike interest rates in the wake of the ongoing Hormuz blockade. What does this mean for the outlook of regional equities? We discuss market trends with Dilin Wu of Pepperstone.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
FX Winners and Losers in Gulf Crisis Fallout
Over the past month, Asian FX have been roiled by the ongoing conflict in Iran, with currencies like the South Korean won and Japanese yen trending lower, but our ringgit has managed to maintain strength this year. Stephen Chiu, Chief Asia FX and Rates Strategist, Bloomberg Intelligence joins us to talk about how currencies in the region will perform in the current quarter.Image Credit: Shuttersto
US Fed Now Expected to Hike Rates?
The likelihood of the US Federal Reserve raising interest rates has gone up by 40% according to the Fed Funds futures market. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares his views on this as well as what sectors to look at going forward.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Markets Underwhelmed by Trump-Xi Summit
Global markets closed in the red following the historic summit between Presidents Trump and Xi Jinping after lackluster announcements. With the Strait of Hormuz blockade ongoing, how should investors position their portfolios? Kingsley Jones of Jevons Global weighs in.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
How Much Further Can Asian Tech Go?
Is the remarkable resilience of Asian markets a sign of structural strength or just a high tech mask for deeper vulnerabilities? While the MSCI Asia Pacific index hovers near record levels, the momentum is dangerously concentrated in a single sector. Aidan Yao of Amundi joins the show to unpack why risk of complacency by investors and whether the AI Memory Supercycle has entered bubble territory.I
S&P Breaks 7500, a Shrinking Fed, and Shanghai’s Surge
Is the historic surge in the S&P 500 a sign of a structural shift or just caution being thrown to the wind? As technology stocks ignore rising yields and surging inflation, Tim Mulholland of TJM Limited joins the show to unpack the exuberance behind the 7,500 milestone and what a Kevin Warsh led Federal Reserve means for your portfolio. We explore the growing concentration risk in the US and w
AI vs Non-AI Economy: Tech Is Masking Stagflation Risks?
Are soaring tech stocks blinding the market to a structural collapse in the traditional economy?While AI demand creates a high-growth "mirage" in the Nasdaq, the reality at the factory gates is sobering.With US inflation hitting a three-year high and energy prices surging, the global economy is fracturing into two distinct speeds. Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, joi
How Real is the NACHO Trade?
The S&P500 set yet another record high this week despite continuing geopolitical tensions over the Strait of Hormuz. What's driving the market rally? We discuss the trends to watch with Mich Schneider of Market Gauge.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Singapore Banks Show Resilience in Uncertain Environment
A recent report by the Singapore Exchange noted that combined non-interest income for Singapore’s banking trio hit a record S$5.16 billion in 1Q26, driven by a surge in wealth management and fee income that now accounts for nearly 40% of their total earnings mix - what does this mean for the sector? We discuss with Geoff Howie, Market Strategist, Singapore Exchange.Image Credit: ShutterstockSee om
Markets Ride the AI Wave Amid Rising Global Risks
Global markets continue to rally on AI optimism, with gains broadening beyond major tech names into smaller-cap stocks and Asian markets. But as oil prices remain elevated, geopolitical tensions persist, and inflation risks re-emerge, what could challenge the momentum behind this powerful market rally?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Markets Navigate Shifting Rates, Oil and Growth Risks
Stronger-than-expected US labour data, a leadership change at the Federal Reserve, resilient Chinese trade figures, and elevated oil prices are all shaping the outlook for global markets. As inflation pressures build across ASEAN and Malaysia prepares to release its latest GDP figures, how are investors and policymakers positioning for the rest of 2026?Image Credit: ShutterstockSee omnystudio.com/
Bitcoin’s Rally Revives the Crypto Debate
Bitcoin’s surge back above US$80,000 has reignited debate over the next phase of the crypto market, driven by institutional inflows, regulatory developments, and its growing role as a geopolitical hedge. As stablecoin legislation advances and attention turns to broader digital asset adoption, what is the outlook for cryptocurrencies, and where could the next wave of momentum come from?See omnystud
Global Stagflation Risks on the Horizon
Markets seesawed on the back of a possible peace deal between the US and Iran, but the lack of certainty kept crude oil prices elevated. Can major economies escape the risks of stagflation if the crisis is prolonged? We discuss the market outlook with independent analyst Laurent Lequeue.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
More Upside to Semiconductors and AI Infrastructure
Momentum in chip stocks continues to drive the Nasdaq and S&P500 higher - but is the rally sustainable? And are cyclicals like airlines back on the table? We discuss with Tony Nash, CEO, Complete Intelligence.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
US Markets Shrug Off Energy Cost Concerns
According to Bloomberg, consensus earnings growth for the S&P 500 this year is 21% despite the economic volatility resulting from the Middle East conflict. Could investor buoyancy take a hit if global energy costs remain elevated? We discuss the outlook for US markets with Joseph Sroka of NovaPoint Capital. Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
AI Rally Broadens Beyond Mega-Cap Tech
Tech-led earnings remain strong, with AI investment broadening beyond the biggest US names into a wider set of industrial and hardware beneficiaries, suggesting the rally is becoming more diversified rather than concentrated in mega-cap stocks.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Are US Markets Underpricing Inflation?
The S&P 500 saw a dramatic rebound of 10.4% in April and hit record highs last Friday, despite oil prices remaining elevated. Are markets underpricing inflation risks? We discuss the sustainability of the stock rally and central bank policy direction with Kingsley Jones of Jevons Global.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Decoding Powell’s Last Fed Message
The Federal Reserve has held US interest rates steady after Jerome Powell's final meeting as chair of the central bank, and with Kevin Warsh set to take over next. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his takeaways on Powell's speech, along with the impact of Brent crude almost reaching USD120 a barrel on the ringgit.Image Credit: ShutterstockSee omnystudio.com/l
Will Mag7 Earnings Drive Market Rallies This Week?
Mag 7 stocks have outperformed this month but still lagged the S&P500 on a year-to-date basis. Will this week's earnings results of Microsoft, Alphabet, Amazon and Apple provide the catalyst for stock rallies? We discuss this and other trends moving international markets with David Dietze of Dietze Wealth Management Group. Image Credit: ShutterstockSee omnystudio.com/listener for privacy
An Eye On Earnings Season
Ahead of the release of quarterly earnings from names like Apple, Amazon, Alphabet and Meta, markets have been generally upbeat. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, discusses the reactions so far with the S&P500 and Nasdaq hitting record highs.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Earnings Strength Meets Global Risk
First quarter US corporate earnings results have so far beaten expectations led by names like Intel and Honeywell. David Chow, Director of Investment at Azure Capital, shares his insights on these results and what we might expect as the year progresses and current geopolitical events begin to show their impact.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Data, Interest Rates & War : Navigating Uncertainties
US jobless claims data and the S&P PMI numbers were released overnight providing insights into the world's largest economy, even as the US-Iran standoff over the Strait of Hormuz continue to cloud the horizon. Dilin Wu, a research strategist at Pepperstone, shares her take on these issues as well as the trajectory of Australian interest rates going forward.Image Credit: ShutterstockSee omnystu
Is Malaysia’s Tech Sector Ready for a Rebound?
Malaysia’s semiconductor sector is showing early signs of recovery, with chipmakers raising prices and AI-driven demand supporting momentum. But with inventory levels still elevated and uncertainties around the durability of this upcycle, is this the start of a sustained rebound, or are risks still lurking beneath the surface?Image Credit: ShutterstockSee omnystudio.com/listener for privacy inform
Equities At Record Highs : How Sustainable Is This?
Overnight, the S&P500 and Nasdaq chalked up new record highs as first quarter results of firms like Goldman Sachs, Tesla and IBM beat analysts' expectations. Tony Nash, CEO of Complete Intelligence, weighs in on if this equities' rally still has legs or will the impact of high energy prices and lower consumer demand anticipated for Q2 might present itself.Image Credit: ShutterstockSee omnystud
Inflation Rears Its Head in Asia
As the Gulf crisis creates supply shocks and drives inflation across Asia, which countries are more vulnerable? We discuss the regional economic outlook and monetary policy positioning with Carlos Casanova of UBP.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Pockets of Opportunities Amidst Volatile Markets
Markets remain volatile despite signs of positivity in sectors like AI and tech, with company earnings supporting this view. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, share his insights into how and where to look for these opportunities.Image Credit: Shutterstock. See omnystudio.com/listener for privacy information.
Market Momentum Could Stall in 2H2026
Global markets continue to rally despite the uncertainty in the Strait of Hormuz, partially driven by robust first quarter earnings results. But can this momentum last if the Gulf conflict is prolonged? We discuss this and other market trends with Kingsley Jones of Jevons Global.Image Credit: Shutterstock.See omnystudio.com/listener for privacy information.
Healthcare Enters a New Growth Cycle
Malaysia’s healthcare sector is entering a new phase driven by an ageing population, rising demand for specialist care, and growing pressure on public systems. As private operators step in to fill capacity gaps and global disruptions reshape supply chains, what is the outlook for the sector, and where are the key opportunities and risks for investors?Image Credits: ShutterstockSee omnystudio.com/l
Upside for CPO in High Crude Price Environment
The local palm oil plantation sector is entering a critical period of high volatility with inventories hitting a seven-month low and CPO prices surging nearly 19% in March. Jacquelyn Yow, Analyst, CGS International discusses whether upcoming demand catalysts like Indonesia’s B50 mandate can sustain this momentum or if rising production will soon weigh on the market.Image Credit: ShutterstockSee om
US Markets Break Records Amid War Mixed Messaging
Both the S&P 500 and Nasdaq registered record closing highs this week despite ongoing turmoil in the Gulf. Are US markets underpricing the risks from the war in Iran? We discuss market trends with Tim Mulholland of TJM Limited.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
How Resilient are Singapore Equities?
The Straits Times Index (STI) started 2026 on a steady footing, rising about 5.1% in the first quarter, even as global markets moved unevenly. But what’s driving this resilience, and is it built to last? We discuss this with Geoff Howie, Market Strategist, Singapore Exchange.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
What GDP Downgrades Mean for Markets
The World Bank and the International Monetary Fund recently signalled slower global growth as a result of the US-Israel war on Iran, now into its seventh week. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his insights into the impact on financial markets, especially emerging economies that seem to be less severely impacted.Image Credit: ShutterstockSee omnystudio.com/lis
US Earnings Season Spur Investor Sentiment
US markets rallied despite little breakthrough in US-Iran ceasefire talks. What's driving investor optimism and what are the key takeaways from the major US bank earnings so far? We discuss market trends with Joseph Sroka of NovaPoint Capital.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Market Volatility: Hold Steady or Hoard Cash?
Uncertainty remains the theme as a fragile two-week ceasefire between Iran and the US remains in focus, despite a blockade of Iranian ports and vessels by the American navy. Peter Lim, Chief Research Officer, Trident Analytics, share his take on the best asset allocation strategy in these volatile times.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
KLCI at 1,700: Can the Rally Sustain?
After a strong rally earlier in the year that saw the FBM-KLCI breach 1,700 points for the first time in seven years, the market appears to have entered a consolidation phase. As the index hovers near this multi-year high, Ng Zhu Hann, CEO & Founder, Tradeview Capital explores whether the momentum can hold and which specific stocks investors can consider buying.Image Credit: ShutterstockS
Caution Ahead as Volatility Persists
Weekend developments in the US-Israel war in Iran continue to dictate the direction of commodities and equities markets, following the failure of both sides to advance the two-week ceasefire. Kingsley Jones, the Chief Investment Officer at Jevons Global, shares his perspectives on asset allocation in this time of great uncertainty and volatility.See omnystudio.com/listener for privacy information.
Equity Markets Volatile As Iran Conflict Remains Unresolved
Equity markets managed to remain buoyant with the latest developments in the West Asia conflict offering (very fragile) hope that would see the stabilisation of crude oil prices. Tim Waterer, Chief Market Analyst at KCM Trade, also discusses Australian equities amid a strengthening Australian dollar and a hawkish central bank there.Image Credit: ShutterstockSee omnystudio.com/listener for privacy
Ceasefire Announced, Markets Recover : But For How Long?
Equities rallied across the world immediately after a two-week US-Iran ceasefire was announced, while crude oil prices tumbled 16%, its largest one-day drop since 2020. Tony Nash, CEO of Complete Intelligence, discusses what he anticipates as more details about these latest developments become clearer.Image Credit: Shutterstock.See omnystudio.com/listener for privacy information.
Markets Adapting To Trump's Bluster
The S&P500 has risen the last five consecutive days, its longest winning streak since January - have markets largely taken into accounts Trump's antics since the start of the Iran war? Michele Schneider, Chief Strategist at Market Gauge talks about what's been moving investor sentiment.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Markets Rise, Messaging Mixed, What Next?
Financial markets continue to be dictated by mixed messaging coming out of the Trump administration in the short term, while in the long term, economic data continue to provide some guidance. Laurent Lequeu, independent market analyst and writer of the Macro Butler Newsletter, explains what he is anticipating.Image credits: ShutterstockSee omnystudio.com/listener for privacy information.
Malaysia's Approach to Tackling the Energy Crisis
Malaysia is rolling out measures to safeguard households and the economy, including setting up specialised crisis committees. Dr Cassey Lee, Principal Fellow and Coordinator of the Regional Economic Studies Programme at ISEAS–Yusof Ishak Institute, discusses how effective these efforts are in managing the crisis.See omnystudio.com/listener for privacy information.
Asian Central Banks Brace for Inflation
The conflict in the Middle East has sent Brent crude oil prices above $USD100 for the better part of the past month. How will inflation risks weigh on Asian central banks whose countries rely on Gulf energy imports? We discuss this and other market-moving trends with Song Seng Wun, Economic Adviser at SDAX.See omnystudio.com/listener for privacy information.
Opportunities in Volatility
World markets were again buffeted by news that the United States and Israel plan to continue attacking Iran, while a possible arrangement between Tehran and Oman to open up the Strait of Hormuz, provided some relief. Tim Mulholland, President of TJM Limited shares some insights into where to find investment opportunities.Image Credit: Shutterstock. See omnystudio.com/listener for privacy informati
Impact of Iran War on Malaysia's Construction Sector
Malaysia's construction sector is bracing for moderate to significant disruptions as the US-Israel war against Iran threatens global supply chains and energy stability. Against that backdrop, what is the outlook for the sector and are there any buy ideas still for investors? Adam Mohamed Rahim, Equity Research Analyst, RHB Research will be discussing this.See omnystudio.com/listener for privacy in
Equity Markets Rebound, But For How Long?
Equity markets around the world have staged a strong rebound overnight, as crude oil prices decline on (tenuous) hopes that the US war on Iran may see an end. Vishnu Varathan, Head of Macro Strategy, Asia ex-Japan at Mizuho Bank, also discusses the latest economic figures as well as where the ringgit is heading, after recently weakening against the USD.Image Credit: Shutterstock.See omnystudio.com
A Reality Check on Markets Rally
Are markets getting ahead of geopolitics? Laurent Lequeu, independent market analyst and writer of The Macro Butler Newsletter, breaks down the US rally on Iran de-escalation hopes, tracks oil above 100 dollars, and maps the rate path and recession risk.Image Credit: Shutterstock.See omnystudio.com/listener for privacy information.
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