Market Watch

Dec 10 2024 100 ep. 11 mins 1k
Market Watch Podcast artwork

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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Yuan And Its Correlation with EM Currencies

Dec 10 2024 13 mins  
A recent report revealed that the Chinese government is prepared to accept a weaker Yuan. We ask Vishnu Varathan, Head of Economics & Strategy from Mizuho Bank if that will happen and what impact it has with Emerging Market currencies especially the Ringgit which has a high correlation to the Yuan.Image Credit: Shutterstock.comSee omnystudio.com/listener for priv

Gold, A Shining Alternative

Dec 09 2024 12 mins  
With US government debt at record highs, is the strength of the Dollar and its Treasuries sustainable. We ask Laurent Lequeu, Independent Market Analyst & Writer at The Macro Butler Newsletter for his views and what is the alternative asset class to consider if there is indeed de-dollarisation.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

The Rate Cut Is In The Price But What's Next?

Dec 08 2024 11 mins  
Markets have already priced in a 25bps point cut at December's FOMC but forecasting the cuts in 2025 will prove harder with uncertain Trump economic policies. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what are the key data points that will determine the monetary policy and does he think the stimulus announcements by China will be catalyti

Will US Equity Markets Reign Supreme In 2025?

Dec 07 2024 11 mins  
Michael Lai, Executive Director, Wealth Advisory, OCBC Bank; helps us unpack whether we have missed the boat in terms of US equity markets and whether there are other markets that could be opportunities next year.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

Construction Sector Building Their Way To A Record Year

Dec 07 2024 8 mins  
The construction sector is one of the winners in 2024 with the Bursa Malaysia Construction Index up 57% on a year to date basis, outperforming the FBMKLCI with a return of just 11%. Adam Mohamed Rahim, Equity Research Analyst, RHB Research tells us if the success will be replicated in 2025 and which stand to benefit the most.Image Credit: Shutterstock.comSee omnystudio.com/listener

Bottom Up Approach Still Works Best For Malaysia

Dec 05 2024 12 mins  
Malaysia is playing catch up with the rest of Asia after a few years of underperfomance. We ask Ng Zhu Hann, CEO & Founder at Tradeview Capital if the FBMKLCI will continue its winning streak in 2025 and what investment strategy to adopt.Image Credit: shutterstock.comSee omnystudio.com/listener for privacy information.

Singapore STI, A Sleeper Hit

Dec 03 2024 7 mins  
The Singapore Straits Times Index is proving to be the sleeper hit in Asia with a return of 19% on a year to date basis. We ask Geoff Howie, Market Strategist, Singapore Exchange as to whether the markets will continue to rally in 2025 and what are the potential themes that will outperform. Image Credit: shutterstock.comSee omnystudio.com/listener for privacy information.

US Equities Hit Another New High

Dec 03 2024 12 mins  
US equity performance is head and shoulders above the rest of the world, despite valuations looking expensive. Tony Nash, CEO, Complete Intelligence tells us if there are still legs to this rally and do other markets like France, Germany and UK offer better opportunities.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

Fixed Income Strategies To Adopt In A Volatile Market

Dec 03 2024 8 mins  
2024 was a challenging year for fixed income markets due to central bank rate cycle turning from hikes to easing, geopolitical events and fiscal concerns. Yields and asset prices remain near highs. With volatility expected to continue, will fixed income provide the much needed income returns and safe-haven asset and what strategies should investors then adopt? Howe Chung Wan, Manag

Fed Neutral Rate And Pace of Cuts, Up In Air

Dec 02 2024 10 mins  
With US jobless and IPI numbers out this week, will we have a better view of whether the Fed will cut rates at the last FOMC for the year? Carlos Casanova, Senior Economist, UBP tells us whilst giving us his view of the US dollar and if there is any alternative to it.Image Credit: shutterstock.comSee omnystudio.com/listener for privacy information.