Market Watch

Nov 06 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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US Markets Cheer Trump Win

Nov 06 2024 12 mins  
US markets hit a new high on the back of the resounding win of Donald Trump as the 47th President. We ask Tony Nash, CEO, Complete Intelligence if this rally still has legs as valuations turn lofty. We also ask if a strong dollar is good for companies and if China stands to lose from Trump's win.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

Indonesia, A Laggard But Why?

Nov 06 2024 10 mins  
Indonesia is the largest Asean economy with a population size of close to 300 million people. But of late, their economy has slowed while the Jakarta Composite Index has trailed that of the Singapore STI and the FBMKLCI. We askJerry Goh, Asia Equities Investment Director, ABDRN why and what investment strategy to adopt.Image Credit: shutterstock.comSee omnystudio.com/listener for p

Still Waiting For Details On China's Stimulus Plans

Nov 05 2024 11 mins  
China’s National People’s Congress Standing Committee is expected to sign off on a stimulus package of between 6 trillion and 10 trillion yuan. We ask Carlos Casanova, Senior Economist at UBP for what he is expecting and will it be enough to revive the sluggish economy.See omnystudio.com/listener for privacy information.

For Fixed Income, Stay Neutral For Now

Nov 04 2024 10 mins  
Markets are waiting with bated breath for the outcome of the US elections as both candidates have different economic policies. For insights on how Fixed Income markets will react both in the US and in Malaysia, we speak to Winson Phoon, Head of Fixed Income Research, Maybank Investment Bank.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

All Eyes On Politics For A Change

Nov 03 2024 11 mins  
Investors are staying on the sidelines as US heads for the polls but what should the strategy be for the longer term? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective whilst weighing in on the different economic policies of the Presidential candidates.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy informati

Fed Rate Cut Is Expected

Nov 03 2024 12 mins  
In a busy week for central banks with announcements due from Australia and UK, the US Federal Reserve is expected to cut rates by 25bps. We ask Shane Oliver, Chief Economist, AMP Capital whether he is agreement with consensus and why.Image Credit: shutterstock.comSee omnystudio.com/listener for privacy information.

Tech Is Priced To Perfection

Oct 31 2024 12 mins  
Four of the Magnificent Seven reported earnings this week and it was a mixed bag. We ask Tim Mulholland, President, TJM Limited, Chicago as to which disappointed, who then surprised on the upside and does this mean that the tech sector is still a buy?Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.

Growth Still Trumps Value

Oct 29 2024 12 mins  
Four of the Magnificent 7 will be releasing their results this week. We ask Yeap Jun Rong, Market Strategist at IG International for his expectations and if growth stocks are still the theme for this year and beyond.Image Credit: shutterstock.comSee omnystudio.com/listener for privacy information.

Japanese Markets In A Flux

Oct 28 2024 12 mins  
In the Japanese snap elections, the LDP lost their majority causing the Yen to weaken. Laurent Lequeu, Independent Market Analyst, Writer at The Macro Butler Newsletter tells us what to expect in terms of monetary and fiscal policies as one of the world's largest economies attempts to form a government and find a prime minister.Image Credit: Shutterstock.comSee omnystudio.com/liste

China And Asean, Don't Ignore The Investment Opportunities

Oct 28 2024 10 mins  
Asian markets are surprisingly more volatile than the US despite the very tight Presidential elections. We ask Patrick Chang, Chief Investment Officer for Affluent Products and Propositions, CIMB Bank Berhad, whether this American exceptionalism exists. We also explore other investment opportunities in China and Asia.Image Credit: shutterstock.comSee omnystudio.com/listener for pri