Market Watch: Recent Episodes
BFM Media
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.
US equities have pulled back after reaching record highs, but investors continue to navigate a complicated mix of geopolitical tensions, shifting interest-rate expectations and enthusiasm over artificial intelligence investment. The US-Iran standoff remains a key risk for oil and inflation, while weaker labour market signals have reduced expectations for further Federal Reserve tightening. At the same time, the AI investment boom is broadening beyond chipmakers into the companies supplying the infrastructure behind it, while a softer US dollar has helped gold regain momentum. With markets still trading near historic highs, can the rally continue, and where are the most attractive opportunities for investors now?
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After two consecutive months of net selling, foreign investors returned to Bursa Malaysia in July, helping push the FBM KLCI up 3.7% over the month. Imran Yassin Yusof, Head of Research at MBSB Research, explores whether this was a genuine shift in sentiment, or just selective buying of Malaysian blue chips when other Asian markets were struggling.
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US equity markets touched new record highs following a shock contraction in non-farm payroll figures, as investors priced in a more dovish Federal Reserve interest rate trajectory ahead of key CPI inflation data. Kingsley Jones, Chief Investment Officer at Jevons Global, joins BFM’s World Market Watch to navigate these global market signals and what to watch ahead.
He breaks down why Wall Street’s relief rally could prove short-lived if CPI inflation surprises to the upside, evaluates whether Big Tech is overspending on AI infrastructure versus emerging algorithmic and embodied AI innovations in China, and analyses the Reserve Bank of Australia’s rate outlook alongside a strengthening Australian dollar
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Following an all-time high near $126,000, Bitcoin has retraced nearly 50% to trade around $64,000. A massive $19 billion liquidation event, triggered by macro trade tensions, escalating geopolitical risks, and capital rotation toward AI equities, has tested market resilience. However, the absence of widespread systemic platform failures highlights a maturing industry compared to past cycles.
Zhong Yang Chan, Head of Research at CoinGecko, joins BFM’s Market Watch to analyse current crypto market dynamics. He compares this pullback to historical drawdowns, breaks down how institutional ETF flows and perpetual futures data signal potential recovery, and evaluates Russia's cross-border crypto moves amid global sanctions.
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Despite the S&P 500 recently testing new highs, rising geopolitical risks and persistent inflation expectations are fueling concerns over Federal Reserve rate policy ahead of crucial labor data. At the same time, record US equity ownership, elevated market leverage through ETFs, and surging long-end Treasury yields pose critical headwinds for equity valuations. Tim Mulholland, President of TJM Limited, joins BFM’s Market Watch to evaluate where equities go from here.
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Despite resilient US services sector activity, persistent inflationary pressures and a softening labor market point toward growing stagflationary risks.
Meanwhile, unprecedented currency joint action by US Treasury Secretary Scott Bessent and Japanese authorities has temporarily checked dollar-yen volatility, even as markets grapple with Federal Reserve Chairman Kevin Warsh’s reduced-communication strategy and China’s widening domestic-export economic divide.
Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, joins BFM’s Market Watch to navigate these global market dynamics.
He evaluates whether the Fed may be forced to hike interest rates before cutting them, analyses the fair value baseline for the Japanese yen, and explains why a "policy bazooka" remains elusive for China's domestic economy.
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Following a brief pull-back, US equities have surged back toward record highs, driven by a dramatic rebound in Big Tech and broadening market participation across transportation, defense, and financials. However, with shifting Federal Reserve communications under Kevin Warsh, persistent debt concerns, and geopolitical risks keeping energy and food prices volatile, investors face a tricky landscape.
Michele Schneider, Chief Strategist at MarketGauge, joins BFM’s Morning Brief to analyse whether the current Tech rally is a sustainable bull run or a late-cycle trap reminiscent of 1999–2000. She breaks down critical price levels for SpaceX and Nvidia, evaluates the Fed's reduced transparency strategy, and outlines the macro risks that could derail corporate earnings.
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After surging over 120% from the start of the year to its peak in June, South Korea’s KOSPI index experienced severe volatility in July, enduring nine separate circuit-breaker halts amid a global pullback in semiconductor stocks. While heavyweights Samsung Electronics and SK Hynix led the initial AI-driven rally, the rapid rise of retail-driven single-stock leveraged ETFs amplified the subsequent market sell-off.
Terence Ng, Associate Director of Equities at AIIMAN Asset Management, joins BFM’s Morning Brief to break down the mechanics behind the KOSPI’s extreme price swings.
He discusses whether the recent slump offers an attractive entry point for long-term investors, how retail leverage impacted market stability, and where non-tech sector opportunities lie across Korean equities.
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US equities extended their gains following last week's market rebound, but key questions remain over whether the worst of the tech and AI volatility is behind us. Meanwhile in Asia, a 10% pullback in Japan's Nikkei 225 has global investors weighing their entry points.
Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, joins BFM's Morning Brief to share his global outlook. He discusses whether it is time to buy the dip in Japanese equities, what a strengthening yen means for the US economy, and what the Treasury yield curve signals about the Federal Reserve's rate trajectory.
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China's economy is losing momentum, central banks are weighing their next moves, and geopolitical tensions continue to reshape energy markets. Laurent Lequeu, Independent Market Analyst & Writer at the Macro Butler newsletter joins us to unpack the forces driving the global economy and what investors should watch next.
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The Malaysian tech sector has been riding the global AI wave, with its fortunes closely tied to demand for AI-related products. But the big question is: can this strong spending on AI continue, and will our local tech players keep reaping the rewards? To get some insights, we speak with Lee Meng Horng, Senior Equity Analyst at RHB Investment Bank.
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US GDP and core PCE data landed this week, and markets clawed back ground after the post-FOMC selloff, though sentiment in semiconductor and AI stocks remains fragile. The conversation unpacks what the data says about US inflation and growth, where the Fed goes from here, and why Singapore's Straits Times Index keeps hitting record highs.
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Artificial intelligence continues to dominate investor attention especially in Asia. Given the recent volatility in North Asian tech hardware and with China's AI ambitions, where should investors allocate capital next? Will China and Singapore markets continue to outperform?
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China's technology sector has found a new source of optimism after memory chipmaker CXMT's blockbuster stock market debut reignited interest in the country's AI and semiconductor ambitions. But with global technology stocks facing valuation pressures and China's broader economy still uneven, investors are questioning whether the rally marks the start of a sustained recovery or a burst of speculative enthusiasm. Where are the best opportunities in China's equity market, and can the AI story drive the next leg of growth?
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Investors are navigating a pivotal week for Asian markets, with the Federal Reserve weighing its next move, fresh US tariffs threatening regional trade, and China preparing to signal its economic priorities at the mid-year Politburo meeting. At the same time, leadership uncertainty at Bank Indonesia and a slight tightening by Singapore’s central bank are adding to the policy mix. What do these developments mean for growth, currencies, and investment across the region?
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World equity markets recovered on the back of three nights of relative lull in the US-Iran war, although concern over AI and tech prospects kept the Nasdaq in negative territory for four straight sessions. Hebe Chen, a senior market analyst at Vantage Market, share her insights along with expectation from central bank rate decisions from the US and Australia.
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Malaysia's automotive sector has continued to outperform expectations, with vehicle sales rising in the first half of the year despite economic uncertainty. National brands remain dominant, but Chinese automakers are rapidly gaining market share while electric and hybrid vehicle adoption continues to accelerate. As the industry heads into the second half of the year, can strong demand withstand policy changes, inflationary pressures, and a slowing replacement cycle?
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Investors are becoming less willing to overlook soaring AI spending by Big Tech, even as companies continue to post strong revenue growth - this is evident from the performance of the Nasdaq recently. Kingsley Jones, Chief Investment Officer at Jevons Global, share his perspectives on this and more.
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Investors are balancing a resilient US economy against rising geopolitical and policy risks, with higher oil prices, shifting Federal Reserve expectations, and renewed tariff uncertainty all shaping market sentiment. Semiconductor stocks have rebounded after a sharp sell-off, but questions remain over whether the recovery can be sustained. As markets head into a pivotal period, what should investors be watching across equities, commodities, and monetary policy?
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Rising US fuel prices, renewed geopolitical tensions, and a weakening Japanese yen are forcing investors to reassess the outlook for inflation, interest rates, and global markets. With the Federal Reserve expected to keep rates on hold for now and the Bank of Japan weighing further tightening, attention is turning to how central banks will respond to shifting economic conditions. What do these developments mean for currencies, bonds, commodities, and investors in the months ahead?
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Foreign tourist arrivals have returned to Malaysia, reaching 26.6 million in 2025 and surpassing pre-pandemic levels of 26.1 million in 2019. However, should Malaysia focus on attracting higher-spending visitors rather than simply increasing tourist numbers? We speak to Redza Abdul Rahman, Director of Research at BIMB, for some answers.
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Global markets are navigating a complex mix of geopolitical tensions, resilient economic data, and shifting expectations for interest rates. Despite renewed conflict in the Middle East, oil prices remain well below recent highs, while investors continue to assess the outlook for equities, bonds, and safe-haven assets such as gold. As the second half of the year unfolds, what are the key risks and opportunities shaping global markets?
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The artificial intelligence boom has fuelled a rally in Asian stock markets to record highs as investors rushed to join the AI bandwagon. But the recent market sell-offs have raised concerns that the massive AI infrastructure investments may not result in the short-term profits to justify the lofty valuations of these stocks. Is this latest pullback simply a temporary bout of profit-taking, or does it signal the start of a more prolonged downturn? We speak to Herald van der Linde, Head of Equity Strategy of the Asia Pacific at HSBC.
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Wall Street chalked up another red day with equities pressured by elevated crude oil prices thanks to the US-Israel war on Iran, while tech stocks continue to be sold off. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, shares his insights into the latest market movements and what we can expect going forward.
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The past week saw equities slump as the US-Iran war escalated and investors sold of tech and AI stocks. Laurent Lequeu, Independent Market Analyst & Writer at the Macro Butler Newsletter, shares his insights into equity markets as well as commodities in the weeks ahead.
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AI and data centres may grab the headlines, but someone has to supply the concrete and metal to build them. RHB Investment Bank has an Overweight call on Malaysia's basic materials sector, with top picks Press Metal and Malayan Cement offering an estimated 25–37% upside. Equity analyst Iftaar Rusli walks us through how a 4% stronger ringgit cuts both ways for producers, why Indonesia's coal regulations matter for Malayan Cement's margins, and whether post-war reconstruction in the Middle East could be the sector's next big order book.
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What can we expect from Wall Street's earnings season to AI-driven chip stocks, oil prices and US interest rates expectations? Tim Waterer of KCM Trade breaks down the key themes shaping global markets and what investors should be watching next.
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US equities managed to register gains on comments from the Federal Reserve indicating that inflation may have peaked and should be edging down in coming quarters. Tony Nash, an economist at Main Street Alpha, shares some perspective on what to expect even as the Iran war continues to cast a shadow on US consumer prices going forward.
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Renewed tensions in the Middle East have pushed oil prices higher, reviving concerns over inflation, interest rates, and the global growth outlook. Yet investors have continued to favour emerging markets and AI-related stocks, highlighting the resilience of risk assets despite rising geopolitical uncertainty. As oil, bonds, equities, and technology pull markets in different directions, where should investors be looking in the second half of the year?
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The major US banks reported blockbuster earnings this week, driven by investment banking, capital markets and trading. How much will this be reflected in the broader earnings season? We discuss the outlook for the US economy and markets with David Dietze of Dietze Wealth Management,
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Malaysia's utilities sector is poised for a bright future, as a result of rising capital expenditure and increasing electricity demand, with consumption for 2026 projected to expand by 4.5% to 5.5%. Nurzulaikha Azali, an analyst at BIMB Securities Research, shares her insights on this sector.
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The resumption of a US blockade in the Strait of Hormuz and military strikes in the Gulf threatens to send oil prices soaring once again. How will this affect US Fed policy and market sentiment? We discuss the trends with Joe Quinlan of the US Trust-BOA Private Wealth Management.
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SK Hynix's debut on the Nasdaq last Friday was the biggest IPO by a foreign company on record raising USD$26.5 billion. What factors will influence the trajectory of chip players in the coming months? We discuss this and other market trends with Kingsley Jones of Jevons Global.
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Wall Street barely flinched this week, even as US strikes on Iran pushed oil higher and rattled the Strait of Hormuz. Tim Mulholland of TJM Limited in Chicago thinks that calm deserves scrutiny. He walks us through what the latest US economic data reveals beneath the surface, where the smart money is rotating as geopolitical risk builds, and why the sliding Japanese yen — now at multi-decade lows — might be a bigger threat to markets than anything happening in the Gulf.
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The US Federal Reserve's minutes for its June meeting has been released indicating that the central bank remains divided over the future path of interest rates, with policymakers split between the possibility of cuts and further hikes. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, shares his insights into how this will also dictate the trajectory of currencies.
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Global airlines continue to benefit from resilient travel demand, but surging fuel prices, supply chain disruptions, and aircraft delivery delays are putting growing pressure on profitability. While some carriers are adapting through fare increases, fuel hedging, and network changes, others face tougher operating conditions as geopolitical tensions reshape global aviation. Can the industry continue growing while navigating higher costs, capacity constraints, and the long road to net-zero emissions?
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Global markets are entering a new phase as investors weigh diverging economic and policy trends across major economies. Japan is grappling with mixed domestic data and a weakening yen, while Europe's equity markets have surged to record highs, outpacing the United States amid improving growth expectations and lower energy prices. As central banks chart different paths and oil prices continue to ease, where are the best opportunities for investors, and could leadership in global markets be shifting?
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There appears to have been a rotation back into tech, AI and semiconductor stocks, leading the Dow Jones to hit a new record again. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, shares his insights into how the markets are moving plus an outlook into where crude oil prices may be heading.
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The Dow Jones closed last week at record highs; in contrast the S&P 500 and Nasdaq have been in a consolidation pattern for the past month. What are the factors driving this divergence? We discuss this and other market trends with Dilin Wu of Pepperstone.
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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 best investment opportunities, and what risks could derail the current market narrative?
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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 approach. Is the US economy still on track for a soft landing, and where are the biggest opportunities and risks for investors in the second half of the year?
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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.
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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 AI and the largest technology companies continue to drive returns?
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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 Global.
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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 complacent?
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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.
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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.
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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.
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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 economy, or simply moving from one set of risks to another?
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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 be sustained, is this the start of a broader move into cyclical sectors, or are there still risks that could challenge market optimism?
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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 opportunities in Asia today, and which markets are best positioned to benefit from the next phase of growth?
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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 interest rates, can the current rally broaden further, or do significant risks still threaten market stability?
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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 environment. At the same time, attention is shifting back to fundamentals, including the first Federal Reserve meeting under new Chair Kevin Warsh, the outlook for interest rates, and whether the market's AI-driven leadership can continue as the rally broadens.
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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.
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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.
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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 whether this is simply a response to external shocks, or a deeper test of confidence in Indonesia’s economic outlook.
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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.
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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.
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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.
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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.
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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 gold. As the AI-driven rally faces one of its toughest tests yet, investors are increasingly asking whether this is a healthy correction within a broader bull market, or the beginning of a more significant shift in market leadership and risk appetite.
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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 digital assets. At the same time, Ethereum is attracting attention for a very different reason, with some investors arguing that corporate adoption, AI-related use cases, and changes to network governance could unlock a new phase of growth. As crypto navigates a tougher market environment, is this simply another cyclical correction, or does it signal a more fundamental reassessment of the sector’s role in investor portfolios?
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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 why the 11 year high in Shanghai might be the real value play.
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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, joins the show to reveal why the AI boom is masking a stagflationary landscape and what a Kevin Warsh-led Fed faces ahead.
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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.
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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.
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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?
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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?
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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?
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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?
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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.
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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.
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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.
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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.
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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?
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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The rise in global oil and gas prices has raised questions about inflation and its effect on consumer sentiment. How resilient is the Malaysian consumer sector to navigate the potential headwinds? We discuss the sector outlook with Sabariah Akhair of BIMB Securities Research.
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With the Iran war into its second month and narratives continuing to be confusing, financial and commodities markets remain in flux. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares his market insights.
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Markets are under pressure, with oil rising above USD$115, equities sliding into correction territory and volatility on the rise. How should investors position for the year ahead, and where are the relative opportunities across assets? Dilin Wu, Research Strategist at Pepperstone, weighs in on market direction, dollar strength and the outlook for China.
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US markets tumbled overnight despite news that President Donald Trump was extending the ceasefire on energy infrastructure attacks in Iran for an additional 10 days to allow for negotiations to continue. How should investors allocate their portfolio amid macro-economic uncertainty? David Chow of Azure Capital gives us his take.
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Bursa Malaysia’s REIT Index saw a dip last week following the removal of a decade-long preferential tax treatment, marking a three-month low and leading to the question of whether the sector is still worth investing in? Mohd Fadzerin Arrifin, Equity Analyst, BIMB Securities Research weighs in with his analysis.
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Wall Street is higher as traders followed the latest developments out of the Middle East, hoping for progress toward ending the war in Iran. Tony Nash, CEO of Complete Intelligence, shares his take on the trajectory of US interest rates as well as sectors to look at including the aerospace and defence segments.
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The palm oil market has been boosted by the ongoing Iran war - crude Palm Oil (CPO) futures have surged to about the 4500 ringgit mark in recent days. Is this trajectory a sustainable one and what is the outlook for the sector? We discuss this with Dr. Sathia Varqa, Managing Editor and Senior Analyst with Fastmarkets Palm Oil Analytics.
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Recent economic data indicate continued softening of the US economy at a time when oil prices are under upward pressure due to the war in Iran. What does this mean for future Fed monetary policy? We discuss this and other market trends with David Dietze, Chief Investment Strategist at Dietze Wealth Management Group.
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Equity markets have rallied after days of massive losses, while Brent crude oil fell more than 10%, after hitting a 2½-year high, after President Donald Trump indicated a scaling down of his threats to Iran. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares his take on how to navigate the current market turmoil.
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As the conflict in Iran pushes oil prices above USD100, we’ve seen the ringgit remaining resilient compared to regional peers like South Korea, where the won has crashed to a record low. Which currencies will we see emerging as the winners and losers in the coming weeks and months? We discuss this with Stephen Chiu, Chief Asia FX and Rates Strategist, Bloomberg Intelligence.
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Day 20 into the United States-Israel war on Iran, Brent crude oil futures have again surged to almost USD110 a barrel, the greenback has registered more gains. However, the ringgit is also at its strongest in 5 years against the Singapore dollar. Vishnu Varathan of Mizuho Bank shares his insights into the latest market movements.
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Oil prices continue to be in the forefront of investors’ minds as Brent crude oil price hovers around the USD100 level. How does this impact the outlook for the US economy and what's the allocation strategy to consider? We discuss this with independent market analyst Laurent Lequeu.
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Malaysia’s construction sector showed resilience in the fourth quarter despite mixed results across contractors. What is supporting growth, and what challenges lie ahead for the industry? We get analysis with Nabil Zainoodin, Equity Research Analyst, BIMB Securities.
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With Wall Street recovering and cryptocurrencies staging their strongest rebound in six weeks, amid a dip in Brent crude oil prices, we ask Michele Schneider, Chief Strategist at Market Gauge, her take on what investors can expect next.
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Global indices have dipped sharply in response to continued uncertainty in the oil markets. How should investors position their portfolios to ride out the volatility? We discuss market trends with Tim Waterer of KCM Trade.
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Oil surges above USD100 as Middle East tensions escalate, testing global markets. Dilin Wu, Research Strategist at Pepperstone, weighs US labour strength and whether Wall Street can keep outperforming Asia.
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PS Markets started the year on a positive note but conflict in the Middle East among other factors have caused investors’ attention to be shifted to safe haven assets - what investment strategies should we be considering? We find out from Aidan Yao, Senior Investment Strategist, Asia, Amundi.
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American consumer inflation for February remained stable at 2.4%, in line with market expectations, as affordability concerns continue to persist, as the ongoing war in Iran started by Israel and the US, continues to rage. Tony Nash, CEO of Complete Intelligence, shares his insights.
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With China recording a massive 22% export, we speak to Carlos Casanova of UBP to unpack the latest global economic developments.
He weighs in on the structural shifts behind Beijing's 4.5% to 5% GDP target, the front-loading of semiconductor and tech exports ahead of potential US tariffs, and the looming threat of global stagflation if disruptions in the Strait of Hormuz push oil prices to $120 a barrel.
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Equities and commodities appear to have recovered from the previous days' rout as US President Donald Trump indicated that there might be an end to the American and Israeli military campaign against Iran. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares insights into the latest movements in the markets.
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The prospects of a prolonged war in Iran has sent oil prices spiralling as markets grapple with disrupted supply chains. How will this affect broader equity markets? We discuss the trends with Kingsley Jones, Chief Investment Officer at Jevons Global.
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Tim Mulholland, President, TJM Limited, Chicago talks about market trends, whether oil prices will remain higher for longer, expectations for the Fed Fund rate and more.
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The US-Israeli aggression against Iran continues to provide uncertainty to global markets, from equities to currencies to commodities. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his views on the repercussions so far and what we can expect in the days and weeks to come.
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US markets remained volalite with wide intra-day swings. We ask David Dietze, Chief Investment Strategist, Dietze Wealth Management Group what is the best investment strategy to adopt with heighted geopolitical tensions. We also ask what higher for longer oil prices mean for the Fed fund rate decisions in 2026.
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Global markets fell sharply following the Iran attacks but have since recovered somewhat. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management how to navigate these volatile markets and if there are actually buying opportunities whilst we also ask where oil prices are headed.
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The United States and Israel have attacked Iran, killing its Supreme Leader in the process, driving up crude oil, gold and silver among other commodities. Independent market analyst Laurent Lequeu shares his views on what to expect as this fresh conflict in the Middle East injects more new uncertainties into global markets.
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Nvidia's results were better than expected whilst the guidance remained positive. However, the share price was down 5%. Does this suggest that the AI theme has peaked? Tim Waterer, Chief Market Analyst, KCM Trade, gives us his answer whilst we also try and understand why the Australian dollar continues to appreciate.
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Nvidia reported results that beat street expectations. We get first-hand reactions from Tony Nash, CEO, Complete Intelligence as to whether this means the AI theme is alive and well. We also look at results from Salesforce and ask if the casualties are the software providers instead.
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President Donald Trump’s 10% global tariff took effect yesterday but what impact will it have on Asia? Which countries stand to benefit from this or potentially lose out? Carlos Casanova, Senior Economist, UBP gives us his perspective whilst we weigh in on what might be discussed during Trump's visit to Beijing at end March.
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Wall Street fell sharply overnight on fears around AI disruptions to various industries and President Donald Trump lashing out at the US Supreme Court while looking for ways to still raise his global tariffs. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, shares his views on how to strategise.
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The immediate reaction of the Malaysian market to tariffs has been muted despite the uncertainty. What then can we expect in the coming days as governments around the world respond to the global tariffs of 15%? Imran Yusof, Head of Research, MBSB Research
gives us his answers.
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The Supreme Court struck down President Donald Trump's tariffs. This was quickly replaced with 15% global tariffs. What then are the implications on the US economy and global capital markets? Kingsley Jones, Chief Investment Officer, Jevons Global gives us his perspective.
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Bursa Malaysia requires Main and ACE Market listed companies to disclose sustainability statements, focusing on material economic, environmental, and social risks. However, how many companies link sustainability to pay? Peter Kong, Head of Research, Kenanga Investment Bank tells us if such moves benefit their share price.
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The possibility of the US launching attacks on Iran is sending Brent crude oil prices higher over disruption concerns. How might markets respond as the situation unfolds? We discuss this and other market trends with independent analyst Laurent Lequeu.
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The Fed Minutes reveal a split FOMC over the pace and quantum of rate cuts. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank the new Fed Chair, Kevin Walsh will be able to push through cuts that US President Donald Trump would like. We also ask about the direction of the Japanese yen and economy after the reappointment of Prime Minister Taikaichi.
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Last week, Minister for Finance and Prime Minister Lawrence Wong unveiled Singapore’s Budget 2026, outlining fiscal measures amid a mixed global economic environment. The Budget spans household and business support, longer-term capability building and targeted initiatives - but what does this mean for its equity market? We ask Thilan Wickramasinghe, Head of Equity Research at Maybank Securities, Singapore.
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Tim Waterer, Chief Market Analyst, KCM Trade unpacks latest US inflation and what that could mean for the Fed's rate cut trajectory as he shares his perspective on whether the recent dip in US tech presents a buying opportunity.
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Yesterday, the Nasdaq correctly sharply over fears that the AI bubble is bursting as concerns over monetisation grow. David Chow, Director of Investment at Azure Capital, gives us his views if this is indeed true whilst taking a look at Asia's equity market performance.
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130,000 new jobs were added in the US which was better than expected. We ask Tony Nash, CEO, Complete Intelligence what this means for the economy. We also ask why the Nasdaq's performance is flat while the Dow Jones is hitting new highs.
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It's been a volatile few weeks for markets with sharp dips followed by new highs reached for the S&P500 and Dow Jones. We ask Aidan Yao, Senior Investment Strategist, Asia, Amundi why markets are behaving this way and what investment strategy to adopt considering the volatility.
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Once again the Dow Jones hit a new high indicating a rotation in markets towards industrial and old economy stocks. Joseph Sroka, Chief Investment Officer, NovaPoint Capital tells us the reasons for this. We also look at recent US dollar weakness and what it means for America Inc.
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US equities markets started the month rather wobbly but have since hit new highs. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management what is driving markets up and if there are still buying opportunities.
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US markets staged a huge rebound on Friday as the Dow Jones Industrial hit 50,000 points for the first time. Kingsley Jones, Chief Investment Officer, Jevons Global tells us if he expects the rally to continue and how else we can invest in the AI boom other than the obvious hyperscalers.
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JCI is the worst performing market in Asia on the back of an MSCI warning and freeze which was compounded by a Moody's outlook cut. We ask Jeremy Goh, Head of Research, HLIB if Malaysia is at risk of suffering the same fate and if not, what are the top equity buy ideas.
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The capex spend by Microsoft, Amazon and Alphabet has spooked markets with hundreds of billions spent with less clarity on monisation. Tim Mulholland, President, TJM Limited tells us if the market dip is an opportunity to buy. We also ask if gold's bull run has ended.
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Singapore has started 2026 on the right note with the STI up 6% on a year to date basis. We ask Geoff Howie, Market Strategist, Singapore Exchange if the market has legs to the rally and is it time for property stocks to rerate.
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AI stocks were sold down in the past few days with investors switching into cyclicals and utilities. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter as to why and if this is a start of a trend. We also ask him his views on the Japanese economy and yen ahead of their elections.
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After months of speculation, Kevin Warsh has been nominated as Fed chair but is he more a dove or hawk? Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank gives us his insights whilst explaining the recent dollar weakness.
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Budget 2026 reinforces the MADANI government’s push for targeted projects to drive residential property growth especially in the affordable segment. We ask Mohd Fadzerin Arrifin, Equity Analyst, BIMB Securities if this is a rerating catalyst for the property sector whilst we also take a look at Reits and which stand to benefit from the interest rate cycle.
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Markets reacted nervously to the nomination of Kevin Warsh as Fed Chair. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management how markets and the US dollar will react to this and his view on the recent correction of AI related stocks.
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Despite Japanese Prime Minister Sanae Takaichi's attempts to calm financial markets, the Yen and JCG continue to be volatile. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank if these attempts are futile whilst we also ask what is the outlook for other Asian currencies.
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Although global rubber glove demand is expected to grow around 8% this year, and production volumes are improving with valuations remaining attractive, companies still face headwinds across key markets. We ask Eddy Do, Senior Equity Research Analyst, RHB Investment Bank as to whether the sector is due for a re-rating and what his top buy ideas are.
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Since the start of the year, global crude prices have surged about 13% to above 68 dollars per barrel but will this result in greater activity in the Malaysian oil and gas sector? Imran Yusof, Head of Research, MBSB Research gives us his perspective and what are his top buy ideas.
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As expected the Federal Reserve kept rates unchanged. However, what is the rate outlook with a change in the Fed chair? Tony Nash, CEO, Complete Intelligence tells us whilst we also analyse the latest results from the tech giants.
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The US dollar has fallen to its lowest levels in 4 years. We ask Carlos Casanova, Senior Economist, UBP if this is the start of de-dollarisation and the end of King Dollar. We also ask what this means for Asian currencies.
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Gold and silver keeps hitting new highs in 2026. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management what are the reasons for this and if precious metals will continue to appreciate. We also ask him about the impact of President Donald Trump's tariffs of 25% on Korea.
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Japanese financial markets have been rattled in recent days, with long-dated government bonds experiencing historic volatility whilst the Yen dropped to new lows. We ask Stefan Angrick, Head of Japan Economics, Moody’s Analytics for the reasons for this and what his expectations for the economy and the currency are as the country heads to the polls.
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Although the S&P500 ended last week flat, the US dollar has been weakening. We ask Kingsley Jones, Chief Investment Officer, Jevons Global what impact a weak currency has on markets and can the Japanese government talk up the Yen.
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Markets have been volatile with geopolitical tensions at the forefront of investors decisions. We ask Michele Schneider, Chief Strategist at Market Gauge as to what investment strategy to adopt and the safe haven assets to consider.
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The Japanese bond turmoil has caused much nervousness among investors with yields rising to 4% followed by a sharp sell-off. Is there a possible systemic financial risks emanating from the Japan bond market? Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us his perspective whilst we also look at the recent Yen weakness.
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US markets had the steepest fall since liberation day. David Chow, Director of Investment at Azure Capital tells us if this is the beginning of a correction or actually an opportunity to bottom fish as valuations still remain attractive.
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The government has provided a higher allocation for SARA whilst STR continues in 2026. The consumer sector clearly stands to benefit but which names? Soong Wei Siang, Regional Head of Consumer, RHB Research gives us his answers.
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There is as much as USD8 trillion in cash funds earning 4% as investors are nervous over tariffs and geopolitics. But what are some of the safe investment ideas if rates are trimmed? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective.
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Precious Metals has continued their price rally in 2026 but has the easy money been made for Gold and Silver? Dilin Wu, Research Strategist, Pepperstone gives us her view on this asset class while we explore the pace of Fed rate cuts with a new Chair in May.
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Overnight saw some shine return to Wall Street as banks and tech staged a rebound following back-to-back days of declines. Kingsley Jones, Chief Investment Officer at Jevons Global shares his insights into markets to look out for including Malaysia and the region.
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Overnight saw the release of US PPI and retail sales numbers, as well results for some major US banks were released. Gold also hit a new record high with other precious metals following closely. Tony Nash, CEO of Complete Intelligence, shares his perspectives on where investment opportunities might lie.
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How will snap elections affect the Japanese and Thai economies? We speak with Carlos Casanova, Senior Economist at UBP, about the expected impact, as well as other developments in Asian markets.
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US markets rallied despite the Federal prosecutors opening a criminal investigation into Federal Reserve chair Jerome Powell. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management why and if markets will continue to rally. We also ask about the banking results that will be released later this week and if the good news is already in the price.
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The petrochemical sector has suffered from global overcapacity for the past few years due to the Chinese players leading to margin pressure and even consolidation. Is the sector at a turning point yet? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia gives us his perspective whilst we ask about Capital A's regularisation plan.
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The S&P500 broke another record on Friday but will the rally continue? Tim Waterer, Chief Market Analyst, KCM Trade tells us his perspective whilst we also look at the upcoming earnings of the banks.
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Tech and AI names in Asia have rallied hard in the beginning of the year as TSMC is up about 8% while the Kospi is up more than 9% in just the first 8 days of the year. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter if these markets or Asia tech names still look attractive.
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With mixed data points, uncertainty remains as to the outlook for the US market. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank as to his view of whether the Fed will be more aggressive with their rate cuts. We also ask if the Ringgit will continue to appreciate in 2026.
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Asian equities in particular Hong Kong, Korea and Japan have started 2026 with a bang. We ask Dilin Wu, Research Strategist, Pepperstone as to the reasons for this early rally and what are the investment ideas to capitalise on this.
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Singapore’s Straits Times Index performed exceptionally last year up 22.7%, maintaining a streak of gains three years in a row. We ask Adrian Loh, Head Of Research, UOB Kay Hian Singapore for his 2026 outlook and strategies investors should be focusing on.
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North Asian markets have had a good start to the year. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management whether he thinks this rally will continue for the rest of 2026 and which sectors stand to benefit.
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With global equities rallying last year, will there be a repeat in 2026? We ask Kingsley Jones, Chief Investment Officer, Jevons Global what are the catalysts for markets this year, which asset classes will outperform and what the opportunities are in North Asia.
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The FBMKLCI has ended 2025 on a positive note, albeit just up 2.3%%, underperforming the STI and JCI by a wide margin. We ask Peter Kong, Head of Research, Kenanga Investment Bank what is the outlook for 2026 and his top buy ideas.
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Despite the US tariffs, the US economy continues to exceed expecations with inflationary pressures building. However this points to another good year for equities and precious metals. A view that Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter holds. We also asked him if AI will continue to be a theme in 2026 and his expectations of China's economy.
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Global equities have had the best run in six years on the back of the AI theme and Fed fund rate cuts. Will the rally continue in 2026? Tony Nash, CEO, Complete Intelligence will give us his perspective and what is the investment strategy to adopt.
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The US equity market is poised for another rally in 2026 but what are some of the headwinds that it might face? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his answers whilst telling us his top picks for Asia.
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The FBMKLCI looks set to end 2025 up by around 2% for the year, a little disappointing compared to equity markets in Singapore and Jakarta. Peter Lim, the chief research officer at Trident Analytics, shares his outlook for 2026 for Malaysian stocks.
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Both the S&P500 and Dow Jones look set to hit new highs in 2025 but can this rally continue in the new year? We ask Song Seng Wun, Independent Economist for his views whilst trying to understand why the Chinese Yuan has been appreciating of late.
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The Santa Claus Rally typically starts on the trading day after Christmas. David Dietze, Chief Investment Strategist at Dietze Wealth Management Group, tells us if we should expect one this year.
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The santa rally is upon us with US Indicies up after a weak start to December. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tell us if this rally will continue into 2026 and what is asset allocation to adopt.
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Last week, US markets rallied on the back of AI trades as markets assumed that the tech bubble will not materialise.
Tim Waterer, Chief Market Analyst, KCM Trade give us his perspective and if this theme will continue into 2026.
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The tech sector is a tale of two halves with stellar results from Micron but disappointing numbers from Oracle and Broadcom. We ask Dilin Wu, Research Strategist, Pepperstone if this is the end of the AI rally or is it a case of just being more discerning.
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As the year comes to a close, the selling on AI stocks remains unabated. We ask Tony Nash, CEO, Complete Intelligence, if it's time to sell tech names that have benefitted from this theme. We also ask about the outlook of oil for 2026 and if this commodity's fortune can be reversed.
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On year to date basis, the FTSE Bursa Malaysia Small Cap Index is down 13%. However are valuations in this space too attractive to ignore? Lee Meng Horng, Senior Analyst, RHB Investment Bank tells us his perspective, the investment strategy to adopt and his top buy ideas.
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The China yuan hit a 14-month high against the USD even as the latest data show China’s economic growth stalling. Will the yuan continue to appreciate? Carlos Casanova, Senior Economist, UBP gives us his outlook on China's and other Asian currencies.
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All eyes will be on the labour market report that will come out later today as investors take direction from that as to the health of the economy. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his expectations whilst we ask if North Asian markets can continue the rally in 2026.
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As 2026 draws to a close, US markets are shaky with S&P 500 down 0.6% while the Nasdaq was down 1.6% last week
Kingsley Jones, Chief Investment Officer, Jevons Global gives us his perspective on where markets are heading for the new year and where the other investment opportunities lie. We also ask if a new Fed Chair will change the trajectory of US monetary policy.
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The reaction by the US market was largely muted following the dovish cut by the Federal Reserve. Tim Mulholland, President, TJM Limited tells us if this was priced in and were there surprises from Chair Jerome Powell. We also contrast the results of Broadcom and Oracle and what does that say about the tech sector.
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The FOMC cut rates by 25bps as expected but more interesting is the press conference that followed with comments from Jerome Powell. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us how many rate cuts we can expect in 2026. We also get a preview on whether the Bank of Japan will raise rates when they meet on 19 December.
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The US market has been trading in a tight range just below its all time high in recent days. We speak David Dietze, Chief Investment Strategist at Dietze Wealth Management Group as to whether the rally will continue in 2026 and what would be the catalysts.
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With a Santa rally expected, thanks to a Fed rate cut but will the markets continue to do well in 2026?
Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what to expect and the asset allocation to adopt for 2026.
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All eyes will be on the December's FOMC meeting that takes place this Wednesday as to whether there will be a rate cut. We ask David Chow, Director of Investment, Azure Capital if this is the catalyst for a Santa rally. We also discuss the outlook for Asian markets in 2026 and if Korea and China will be strong outperformers again.
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The markets are expecting a total of three rate cuts from now till the end of 2026. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter if he is of the same view. We also ask him of his view of US and North Asia markets for 2026.
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With reports that markets are pricing in an 89% chance that the US Federal Reserve may cut rates when they meet next week, saw equities advancing. Tony Nash, CEO of Complete Intelligence, shares his insights into what to look out for as raft of economic data was released, including the ADP jobs report, the S&P PMI index and the ISM Services PMI.
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The FBMKLCI seems to be stuck in a trading range this year with the index unable to break the one thousand six hundred and fifty points ceiling. We ask Lim Sue Lin, Head of Research, Maybank Investment Bank as to why that is the case and if 2026 might be a turning point.
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This year North Asian markets have been on a tear with the enviable combination of strong economic fundamentals and a AI story. Carlos Casanova, Senior Economist, UBP tells us if 2026 will also be the year where China, Hong Kong and Japan continue to do well economically.
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Wall Street began the final month of 2025 snapping a 5-day winning streak on the back of bitcoin's worst day since March, declining 6% during a single session. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, assesses where markets are currently and what to look for going into the new year.
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The first 11 months of 2025, saw a Wall Street performance that was one of initial decline followed by a strong recovery, ultimately leading to gains that surpassed 2024's. Kingsley Jones, Chief Investment Officer at Jevons Global, shares his insights into what 2026 might look like for both equities and commodities like gold, silver and copper.
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Market rebounded sharply this week with the AI theme back in play. We ask Tim Waterer, Chief Market Analyst, KCM Trade if this theme continues in 2026 and if a Fed cut is a foregone conclusion.
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Although markets are pricing a 80% chance of a Fed rate cut in December, there could still be a chance of status quo. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank why and if the strong yuan is good for the Ringgit.
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The bond bulls were out in force yesterday with US yields dropping sharply. David Dietze, Chief Investment Strategist at Dietze Wealth Management Group explains why whilst we ask if Alphabet is the new Nvidia.
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Markets have recovered from recent lows as the the fear of an AI bubble recedes. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us where are the investment opportunities especially in Asia.
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November has been a volatile month for equities with wide intra day swings. We ask David Chow, Director of Investment at Azure Capital what should be the investor strategy ahead and is the Federal Reserve likely to cut rates in December.
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US markets traded in a wide range yesterday as investors turned nervous over tech valuations and uncertainty of a Fed rate cut in December. Joseph Sroka, Chief Investment Officer, NovaPoint Capital tells us what investment strategy to adopt in volatile markets.
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Nvidia results were better than expected, much to the relief of markets as there were concerns over an AI bubble. We ask Tony Nash, CEO, Complete Intelligence for his first impressions of the results whilst asking if there are other tech names like Broadcom and Coreweave are also buy ideas.
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The mid-November drop across US equity markets may be a slingshot reaction following gains in previous months. Laurent Lequeu, independent market analyst and writer for The Macro Butler Newsletter, also shares his outlook on the yen and whether the Bank of Indonesia will adjust interest rates.
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Wall Street has registered three straight days of declines of around 1% and we ask as we approach the end of 2025, what should our investment strategy look like? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, helps us with some perspectives.
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Markets appear to be in correction mode for November. We ask Kingsley Jones, Chief Investment Officer, Jevons Global what is driving this risk off mode and if it's time to buy the market or stay sidelined.
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Despite the US government set to reopen, US market corrected sharply. We ask Tim Mulholland, President, TJM Limited as to why this happened. We also ask why oil prices continue to slide downwards while other commodities rally.
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On a year to date basis, the Ringgit is one of the best performing currencies in Asia against the greenback. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank if this is because of US Dollar weakness or Malaysia's domestic strength.
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US government is set to reopen soon but the data vacuum continues which leads to uncertainty over the Fed rate decision in December. We ask Dilin Wu, Research Strategist, Pepperstone whether a rate cut is certain and is that the reason for the recent market recovery.
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The US Government looks set to reopen after the longest shutdown in history. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if that was the reason for markets to rally after a rather weak start to November. We then ask what is the investment strategy to adopt as we look ahead to 2026.
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US markets managed to end Friday mixed despite a weak start but is this time to deploy more cash or take money off the table?
Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter tells us his perspective whilst weighing in on the likelihood of a Fed rate cut in December.
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Markets corrected sharply on poor job numbers and concerns over valuations. We ask David Dietze, Chief Investment Strategist at Dietze Wealth Management Group if this is the beginning of a correction after more than 3 years of a bull run.
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Although US ADP employment data shows job creation, how accurate are the numbers? Tony Nash, CEO, Complete Intelligence gives us his perspective whilst we also look at the impact of the longest government shutdown in history.
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This year, the Singapore Straits Times is up 16% on a year to date basis, one of the better performing Asean markets. We ask Geoff Howie, Market Strategist, Singapore Exchange if this rally has legs in 2026 and are share buybacks a good or bad thing?
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Carlos Casanova, Senior Economist at UBP, says the fragile trade truce between the U.S. and China could boost China’s economy provided it holds. He expects key milestones to include the resumption of rare earth exports from China to the rest of the world and a reduction in tariffs on fentanyl-related products.
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Kimberly-Clark Strikes $40 Billion Deal for Tylenol Maker Kenvue whilst OpenAI signs $38bn cloud computing deal with Amazon. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management what do these deals indicate about US corporates.
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What does the recently signed US-China trade deal mean for markets which continue to rally on the strength of technology and AI stocks? Kingsley Jones, Chief Investment Officer, Jevons Global gives us the answer while we also look at the Chinese economy and markets.
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A trade deal was finally agreed between China and the US after presidents of both countries met face to face after 6 years.
Tim Mulholland, President, TJM Limited tells us what this means for markets. We also look at the recent tech results and if an AI bubble is forming.
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Although Budget 2026 was rather devoid of large scale infrastructure projects, there was an uptick in development expenditure for transportation and East Malaysia. Adam Mohamed Rahim, Equity Research Analyst, RHB Research tells us are the winners of this disbursement.
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As expected, the Federal Reserve cut rates by 25bps at October's FOMC meeting. However there is less certainty as to whether the cuts will continue in December and into 2026 due to the information vacuum and the change in Fed Chair in May. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us what he expects and also the direction of the Ringgit .
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Malaysia’s auto sector is at an inflection point as vehicle deliveries softened sharply in September, Amalia Zarir, Analyst, MBSB Research tells us if this is the beginning of an auto sales slowdown. We also ask her if Budget 2026 had any goodies for the sector and which listed auto company stands to benefit.
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The US Fed is expected to cut rates by 25bps in October's FOMC but for the rest of the year and even into 2026?
Tim Waterer, Chief Market Analyst, KCM Trade tells us what will guide the Fed in their decision making process whilst we determine if markets are overbought.
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US markets hit record new highs on the back of expectations of positive trade talks with China and strong corporate earnings from the Magnificent 7. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter if markets are priced to perfection and if there are other markets that will also provide similar upside.
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With Sabah state elections round the corner, what are the economic opportunities and investment themes that are available? Redza Abdul Rahman, Director of Research, BIMB gives us the facts and also the listed companies that stand to benefit .
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US and China may have agreed to defer rare earth controls, whilst Australia and US have signed a USD 8.5bn deal to develop joint resources on this. But will all deals be financially lucrative? Kingsley Jones, Chief Investment Officer, Jevons Global gives us his perspective.
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Dilin Wu, Research Strategist at Pepperstone, expects oil prices to stabilise following the initial surge triggered by U.S. sanctions on Russian oil producers Rosneft and Lukoil. She also anticipates gold prices to steady and regain upward momentum toward the end of the year.
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Wall Street reacted negatively overnight as earnings season gets underway with Q3 earnings being released. Meanwhile, gold has fallen more than 6% in the past 5 days, after chalking up all-time highs. Tony Nash, CEO, Complete Intelligence, analyses the latest price movements for opportunities.
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History has been made in Japan with a female Prime Minister taking helm. However, what economic and monetary policies will Sanae Takaichi introduce? Carlos Casanova, Senior Economist, UBP tells us his perspective whilst also weighing in on China's 5 year plan.
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An electricity outage on 15 October that hit parts of the Klang Valley and Johor Bahru has reignited concerns over Malaysia’s power security. Isaac Chow, Senior Equity Analyst, Affin Hwang Investment Bank tell us which companies stand to benefit from capacity expansion and the shift to renewable energy.
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With US- China trade talks happening soon, we ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management for what could materialise and the investment strategy to adopt. We also take a look at why Japanese equities are rallying but not their bond market.
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Wall Street saw significant losses in reaction to how smaller regional banks performed. Meanwhile, gold has been on a tear, reaching a new all-time high as it chalked up a 30% gain in the past 2 months. Tim Mulholland, President at TJM Limited, shares some insights into the current market dynamics and what we can expect.
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The government is looking to introduce legislation that would hold senders and recipients of goods accountable for overloaded lorries, closing a loophole that some in the industry have long been pointing out. How far will this go to prevent accidents caused by the overloading of haulage vehicles? We hear from Prof. Dr. Farhan Sadullah of University Putra Malaysia.
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Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank shares his insights on what’s moving international markets as the Fed flies blind amid missing crucial economic data.
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Toh Woo Kim, Senior Analyst at Hong Leong Investment Bank Research, says the rally in local tech stocks is being driven by positive sentiment and growth in the data centre and AI sectors. He also highlights how Budget 2026 could benefit the industry, while noting several concerns investors should keep in mind.
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October has so far lived up to its reputation as a month of market turbulence and uncertainty. We ask David Dietze, Chief Investment Strategist at Dietze Wealth Management Group what is the investment strategy to adopt in such a market and his views on the US banking results.
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The consumer sector is usually a Budget winner, no thanks to cash handouts that raise the disposable income of Malaysians. But for 2026, did all consumer stocks benefit? Soong Wei Siang, Regional Head of Consumer, RHB Research gives us that answer and his top buy ideas too.
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As the government shutdown enters its second week, Joe Quinlan, Chief Market Strategist at U.S. Trust–Bank of America Private Wealth Management, believes the Federal Reserve will cut rates at the end of October, while a year-end rate cut remains uncertain.
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Four of the past six years post the tabling of the Budget, the FBMKLCI has either traded lower or remained flat. So will this year be any different? Peter Kong, Head of Research, Kenanga Investment Bank tells us his view whilst giving us the list of sectoral and specific company winners.
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As US earnings season unfold starting with the big banks, will there be more earnings upside surprises or disappointments?
David Chow, Director, Azure Capital gives us the answers whilst telling us what investment strategy to adopt.
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It has been 10 days since the US shutdown began. Will the Federal Reserve cut rates later this month with the information vacuum. Tim Waterer, Chief Market Analyst, KCM Trade gives us his perspectve whilst weighing in on the Japanese market after the recent political developments.
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Tony Nash, CEO of Complete Intelligence, expects the US Feds to implement two more rate cuts before the end of the year. He cautions investors to be prudent when investing in AI technology stocks, noting that intracompany investments among these firms could lead to double-counted revenues.
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With the French government on the brink of potential collapse, what impact wil it have on their domestic market and even Europe. Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter tells us whilst weighing in if the AI theme is overvalued
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As the US government shutdown enters its second week, Wall Street seems unfazed, with the Nasdaq, S&P 500, Bitcoin, and even gold all hitting record highs. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares some insights into the sentiments behind this surge and what it means for investors.
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With Bank Negara cutting the overnight policy rate in July, MGS yields have fallen in tandem. What does this mean for Malaysian REITS as yield spreads narrow? For analysis we turn to Jessica Low, Senior Analyst, MBSB Research, who also shares her top picks for the sector.
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The S&P 500 and Dow Jones indices hit new highs on the third day of the U.S. government shutdown, though the rally remains concentrated in AI and tech stocks. Kingsley Jones, Chief Investment Officer at Jevons Global, cautions that the consumer and transport sectors are likely to weaken, adding that investors should consider diversifying into other markets.
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Despite the US government shutdown, markets continue to hit new records highs. Tim Mulholland, President, TJM Limited in Chicago explains why and what he expects from the upcoming corporate result season
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Gold has surged past $3,800 US dollars per ounce, breaking record as investors rush to secure safe havens. But how long can this rally last? For insights on what’s driving the momentum, we speak with Christopher Wong, FX Strategist at OCBC.
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Gold has surged past $3,800 US dollars per ounce, breaking record as investors rush to secure safe havens. But how long can this rally last? For insights on what’s driving the momentum, we speak with Christopher Wong, FX Strategist at OCBC.
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Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank explains how the US government shutdown is impacting US markets and whether we should still expect a rate cut in this month’s FOMC meeting
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Budget 2026 is slated to be tabled on 10 October. With the Madani government pursuing economic reforms whilst keep an eye on fiscal consolidation, which listed companies stand to benefit. Alexander Chia, Regional Head of Research, RHB Investment Bank tells us his perspective.
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The US Government is headed for a shutdown with the democrats and republicans in a political deadlock. We ask Joseph Sroka, Chief Investment Officer, NovaPoint Capital what the economic and market ramifications from a shutdown whilst also looking as we enter the last quarter of 2025.
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Yet again, the US government is poised to shutdown as Congress struggles to reach a funding agreement. Meanwhile, new tariffs on imported electronic products, pharmaceuticals, kitchen cabinets and heavy trucks take effect this week. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, shares his thoughts.
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Philippine tourism revenues hit a record high in 2024 on the backdrop of the country's equities being one of Asia’s worst performers this year, weighed down by weak catalysts, US tariff worries, and local protests. Ronalyn Joyce Lalimo, an analyst at Maybank Securities Philippines shares her insights on if tourism can revive investor confidence.
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US tariffs on pharmaceuticals, kitchen cabinets and heavy trucks are due to come into force this week. How might these new levies affect inflation trends both in the US and the global economy? We discuss market trends with Dilin Wu, Research Strategist at financial services firm Pepperstone.
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With US GDP at it's fastest pace in 2 years at 3.8%, will the Federal Reserve still cut rates? Carlos Casanova, Senior Economist, UBP gives us his perspective whilst weighing in on the inflation data that will be released.
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The Monetary Authority of Singapore introduced a SGD $5-billion Equity Market Development Programme. We ask
Geoff Howie, Market Strategist, Singapore Exchange what are the mechanics of this and what impact will it have on the domestic equity market.
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The US stock market’s September rally signals the underlying strength of American equities. Tony Nash, CEO of Complete Intelligence, believes this momentum could carry through the rest of the year.
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Despite the MSCI Asia Pacific Index climbing 21.8% year-to-date, Aidan Yao, Senior Investment Strategist for Asia at Amundi, says there are still selective opportunities in the region, for example in India, China, and South Korea.
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Markets continue to inch up, hitting new highs but is it still time to deploy cash? Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter tells us his investment strategy and how to identify the outperforming companies.
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Malaysia’s exports grew just 1.9% year-on-year in August, slowing sharply from 6.5% in July. The growth was largely underpinned by re-exports, a trend expected to persist as Malaysia continues to face lower trade tariffs compared with China amid U.S.-China trade tensions. Zafri Zulkeffeli, Deputy Chief Economist at BIMB Securities Sdn Bhd, shares his outlook and growth expectations.
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The S&P500 hit a new high recently despite the expensive valuations. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if there is still upside to this rally and if so, what are the sectors to overweight and underweight. We also ask him for his views on the recent moves by Nvidia on Intel and Open AI.
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Plantation companies reported second-quarter results that were stronger than expected, supported by improved downstream margins, higher external purchases, and tighter cost management. However what is the outlook for CPO prices and which plantations will outperform for the rest of 2025 and beyond. Hoe Lee Leng, Head of Regional Plantations, RHB Investment Bank tells us.
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As US markets notch up new records, we get Kingsley Jones, Chief Investment Officer, Jevons Global views on whether the current bullish sentiment in the US market is sustainable and what advice would he give to investors with regards to their US portfolio.
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After sliding to a 52-week low in April, Singapore’s benchmark Straits Times Index has staged a strong comeback, gaining about 30% to close at a record high last Friday. So, what’s changed and does this rally still have legs? For insights, we speak with Adrian Loh, Head of Research at UOB Kay Hian Singapore.
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US stocks notched up fresh records the day after Federal Reserve returned to easing interest rates and signaled further cuts are coming. Tim Mulholland, President of TJM Limited in Chicago, share his insights into what to expect going forward with his views on commodities like gold and silver, which are courting record highs currently.
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India’s economy posted world-beating growth of over 8% annually, but now faces challenges from U.S. tariffs. However, with ongoing trade talks between the two countries, the outlook for India’s economy and stock market may be brightening. Pramod Amthe of Incred Capital weighs in.
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The US Federal Reserve has finally delivered on a widely anticipated 25 basis point interest rate cut that will take its benchmark down to a target range of 4% to 4.25%, its lowest in nearly three years. Song Seng Wun, Economic Advisor at CGS International Securities, shares his perspective on its impact and what markets can look forward to.
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Robust growth in China’s EV market has triggered a price war and the prospect of consolidation across the auto industry. Ray Kwok, Director of Research at CGS International Hong Kong, explains which companies are likely to emerge as winners and why.
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US retail sales expanded by 0.6% in August, contradicting expectations of a consumer slowdown given softness in the labour market. How much will this weigh on the Fed's monetary policy trajectory? We discuss this and other trends with Michele Schneider of Market Gauge.
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The FBMKLCI has had a rather lackluster year with a return of -3.6%, making it one of the worst performing markets in Asia. Jeremy Goh, Head of Research, CGS International Malaysia tells us what are the catalysts for a re-rating and what are the top buy ideas for 2025.
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With job data deteriorating whilst inflation remaining an issue, what options does the Federal Reserve have in September's FOMC meeting. David Dietze, Chief Investment Strategist at Dietze Wealth Management Group tells us what to expect and if that is already priced in.
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US equity valuations may appear stretched, but the rally could still have room to run depending on how many times the Federal Reserve cuts interest rates. Tony Nash, CEO of Complete Intelligence, noted that a 25-basis-point cut in September is widely expected.
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The latest economic data reveal a weakening jobs market in the US, further supporting the case for the Fed to cut rates in September. But with tariff effects also starting to bite, how will the Fed manage its twin mandate? We discuss this with Carlos Casanova of UBP.
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Japan’s equity market has remained resilient despite Prime Minister Shigeru Ishiba’s resignation, reflecting the country’s long history of political turnover, particularly during the 1990s and late 2000s. Andrew Jackson, Head of Equity Strategy at Ortus Advisors, discusses how Japanese stocks are valued relative to global peers and shares his top picks.
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Traders are now expecting the Federal Reserve to cut rates three times by the end of the year. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what impact this has on the bond and equity markets. We also ask if the coveted neutral rate still has any significance among central banks.
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Last week, Indonesia's financial markets were rocked by volatility against a backdrop of social and political unrest. This led to a sharp correction in the Jakarta Composite Index and Rupiah. We ask Jerry Goh, Asia Equities Investment Director, Aberdeen Standard Investments on what investment strategy to adopt in these volatile markets and what could outperform.
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Kingsley Jones, Chief Investment Officer of Jevons Global, warns that the US labour market is weakening and the economy could tip into recession in 2026. To support growth, he expects the Federal Reserve may cut interest rates three to four times in the rest of this year.
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Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, observed that US job growth remains resilient, though deportation and immigration policies may be distorting the data. President Trump’s tariffs are also expected to be upheld by the Supreme Court, despite being struck down by the Court of Appeals.
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Decade-low lease rates in Hong Kong’s prime office market may be creating opportunities for multinational companies to upgrade their premises. To find out whether this signals a turnaround for Hong Kong’s office sector, we speak with Patrick Wong of Bloomberg Intelligence.
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Gold prices hit a record US$3,500 an ounce as worries over the Federal Reserve’s independence dented consumer confidence. David Chow, Director at Azure Capital, warns the longer-term outlook for the US economy is skewed to the downside, even if August unemployment figures show a modest uptick.
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With stellar results from Alibaba, Hong Kong equities rallied. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if this rally has legs and what will outperform.
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The US economy continues to show resilience, with second-quarter GDP growth beating expectations and jobless claims declining. Joseph Sroka, Chief Investment Officer at NovaPoint Capital, credits the momentum to greater clarity on tariffs and the path of interest rates.
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Markets continue to inch up even though investors were slightly disappointed with Nvidia’s guidance. We speak to Tony Nash, CEO from Complete Intelligence as to whether this rally is sustainable. We also ask if markets in Hong Kong and China still have upside and what those catalysts are.
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What does the removal of Federal Reserve Governor, Lisa Cook mean for markets and the independence of the Central Bank. Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter tells us his perspective whilst weighing in on the French economy.
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US stock markets pulled back from their strong rally at the end of the previous week, with some tempering of rate cut expectations setting in. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares his views on these developments as well as where to find value in small and mid-cap stocks.
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Markets surged after Fed Chair Jerome Powell struck a dovish tone at Jackson Hole, signaling a potential interest rate cut despite dissenting voices. Tim Waterer, Chief Market Analyst at KCM Trade, expects two cuts before year-end, though he notes that markets will need a fresh catalyst to push higher.
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The bifurcated U.S. economy is making policy decisions increasingly complex. Tim Mulholland, President of TJM Limited in Chicago, explains the implications and weighs in on the challenges facing the Federal Reserve, which is under pressure to cut interest rates despite limited justification to do so in the near term.
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All eyes will be on Fed Chair, Jerome Powell comments at the Jackson Hole Symposium. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank as to what his expects whilst taking a look at JGB yields and what this says about Japan's monetary policy.
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As the Federal Reserve convenes at Jackson Hole for Jerome Powell’s final speech as its Chair, global markets are weighing the next phase of monetary policy. Laurent Lequeu, Independent Market Analyst & Writer of the Macro Butler Newsletter shares his insights on how cryptocurrencies and emerging market assets may feature going forward.
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As Asian economies digest the impact of US tariffs, what direction do equity markets take? We speak to Aidan Yao, Senior Investment Strategist, Asia, Amundi for his insights and what is the best investment strategy to adopt.
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The US economy is holding up despite tariff uncertainty and all eyes will be on comments from the Jackson Hole symposium this week by Fed Chair Jerome Powell for signals on monetary policy. Joe Quinlan of the US-Trust BOA Private Wealth Management weighs in on why he's optimistic about the US economy for the remainder of the year.
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The ASX 200 has outperformed other regional markets in the first half of the year despite global economic headwinds. What's driving the rally in Australian equities? We discuss this and other market trends with Dilin Wu of Pepperstone.
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The wholesale inflation data surprised on the downside with fed rate cut expectations scaled back. We ask Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management what this means for markets and if Australian equities offer better opportunities.
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Although markets have priced in Federal Reserve rate cuts in September, is this a foregone conclusion? Tony Nash of Complete Intelligence gives a note of caution on expectations, and weighs in on other market trends.
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Singapore’s top three banks posted mixed results in Q2 2025. Thilan Wickramasinghe, Head of Equity Research at Maybank Securities, Singapore shares insights on what the top performer did right and which bank offers the best value and opportunities on the STI.
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The Federal Reserve is poised to cut interest rates by 50 basis points in September after July’s CPI came in lower than expected. Carlos Casanova, Senior Economist at UBP, assesses the underlying strength of the U.S. economy and the headwinds it faces.
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Asian currencies have been navigating a volatile landscape, shaped by shifting US dollar momentum, mixed signals from the Federal Reserve, and mounting global trade tensions. Stephen Chiu, Chief Asia FX and Rates Strategist, Bloomberg Intelligence tells us what to expect in the coming months and if the reign of King Dollar is dead.
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The Federal Reserve is widely expected to cut rates in September on the back of weakening labour data, but how might rising inflation affect the future trajectory of monetary policy? We discuss this and other market trends with Joe Quinlan of the US Trust-BOA Private Wealth Management.
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The FBM KLCI gained 1.5% in the five days after Donald Trump’s latest round of sweeping tariffs came into force on August 7th. Does this indicate resilience in Malaysia’s capital markets or have local investors grown indifferent to tariff threats? For answers, we speak to Peter Lim, Chief Research Officer at Trident Analytics.
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The US markets saw selling pressure last evening as investors became nervous over lofty valutions. We ask Tim Mulholland, President, TJM Limited in Chicago if the correction was just a blip and how to deploy new money.
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The Construction Index is up 6% on a year to date basis, outperforming the FBMKLCI albeit underwhelming when compared to 2024's return of 61%. We ask Chong Tjen San, Director, CGS International if the 13 MP is the catalyst for a rerating of the sector and what his top picks are.
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US President Donald Trump has just imposed 100% tariffs on imports that include semiconductors. We ask
Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank what impact that would have on economies which are heavily titled towards E&E exports. We also ask if the weak US labour data changes the Fed Fund rate policy and the terminal rate.
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The Hang Seng Index is up by close to 25% on a year to date basis. However is all the good news already priced in?
David Chow, Director, Azure Capital tells us his perspective whilst we ask where US equity markets are heading.
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US markets have been volatile of late as investors take stock of the weaker job data and unknown impact of tariffs. We ask
Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as to whether US equity markets still offer upside and if not, is HK/China an alternative?
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With the worse than expected US payroll figures in July and a revision down for the prior two months, are there signs that the US economy is showing signs of cracking? Michael Lai, Executive Director of Wealth Advisory, OCBC Bank Malaysia gives us his views whilst telling what investment strategy to adopt in this volatile markets.
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Finalised US tariffs now range between 15% to 50%, signaling a tougher trade stance. Dilin Wu, Research Strategist, Pepperstone breaks down the global implications, Fed outlook, and China’s ongoing economic challenges.
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Tony Nash, CEO of Complete Intelligence, analyses the Fed’s July rate pause, shedding light on emerging divisions within the committee and the underlying forces behind the robust 2QGDP performance that came in at 3%.
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The U.S. labour market is holding steady but showing slight cooling, as hiring slows and quit rates dip. Markets await the Fed’s guidance, with inflation under control but global trade tensions adding uncertainty. We speak with Song Seng Wun, Economic Advisor at CGS International Securities for his take on the latest job market trends and Fed outlook.
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The S&P500 and the Nasdaq Composite have hit new all-time and closing highs, registering their 15th record close for the broad market index this year. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, shares his insights including where to look for buying opportunities amid the current rally.
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The Hang Seng Index is up by 27%, one of the best performing in Asia. We ask Kingsley Jones, Chief Investment Officer, Jevons Global if this market still has upside and if so, what are the names to pay attention to
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This week, all Malaysians were offered a RM100 cash aid under the SARA Programme, a special public holiday on 15 September and a temporary reduction in RON95 petrol prices with the intention to ease living costs. Imran Yusof, Head of Research, MBSB Research, formerly known as MIDF Research tells us what impact this will have on the economy and which companies stand to benefit from these measures.
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US markets continue to inch higher. We ask Tim Mulholland, President, TJM Limited in Chicago as to whether its the earnings outlook that is driving this and should we be cautious.
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There has been flurry of trade deals signed various rates of tariff rates with the US. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us what impact it has on the respective economies. We also ask if this changes the Fed monetary policy direction.
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The S&P500 hits another new high but does this rally still have legs? We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter what asset allocation to adopt and if other markets offer better value.
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Asian equities have fared relatively well considering the headwinds of tariffs and geo-political tensions as the US -China relationship continues to be tenuous. With the MSCI ASIA Pacific Index up by close to 13% on a year to date basis, is there still legs to the rally? Aidan YAO, Senior Investment Strategist, Asia, Amundi gives us his perspective and the investment strategy to adopt for the rest of 2025.
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The S&P500 hit 6300, a new all-time high. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as to what investment strategy to adopt since valuations are expensive. We also dive in the impact on Japanese equities after the LDP lost in the Japanese Upper House elections.
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There are signs of a divided FOMC with some governors being more vocal about fed rate cut. We ask Tim Waterer, Chief Market Analyst, KCM Trade about the likelihood of a cut this July and how important is inflation data in that decision.
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US markets have hit new highs again but with valuations expensive and uncertainty over tariffs, is it still a good time to deploy new money into equities? David Chow, Director, Azure Capital tell us why Singapore should be considered.
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President Donald Trump has made it known his intention to replace Fed Chair, Jerome Powell. Will this shake markets if the replacement is made? Tony Nash, CEO, Complete Intelligence gives us his perspective whilst weighing in on the recent US banking results.
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The European Union and the US are in the midst of trade negotiations with President Donald Trump warning of 30% tariffs. Whilst the EU has warned that it is prepared to take countermeasures. Carlos Casanova, Senior Economist, UBP tells us what this means for their economy and if there are more interest rate cuts in the horizon by the ECB.
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US markets continue to inch higher but is this driven by exhuberance or strong earnings growth? Questions we pose to
Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as we head into the start of corporate result season. We also ask if there are legs to the Dax rally and if Asian markets are experiencing a renainssance.
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Last Wednesday, Bank Negara cut the overnight policy rate by 25bps to 2.75%. The last time the central bank changed their monetary policy was in 2023 when they raised the rate to 3%. What impact does this have on Malaysian Banks? Nabil Thoo, Analyst, RHB Investment Bank tells us whilst giving us his top buy ideas.
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With President Donald Trump issuing a myriad of tariffs announcements, what should an investor do in these confusing times? Kingsley Jones, Chief Investment Officer, Jevons Global helps us make sense of this whilst giving us recommendations of where to invest other than in the US.
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U.S. jobless claims remain steady, pointing to a resilient labour market even as tariff threats and Trump’s immigration stance add uncertainty to the outlook. Yet, markets continue to hit record highs, raising questions about what’s truly driving the rally and how sustainable it is. For insights into the forces at play and what it means for investors, we speak to Tim Mulholland, President, TJM LTd, Chicago.
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Bank Negara cut the overnight policy rate by 25bps to 2.75%. This has implications on the REIT and property sector. We speak to Loong Kok Wen, Regional Head of Property, RHB Investment Bank for her views and her top buy ideas.
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Bank Negara Malaysia has lowered its Overnight Policy Rate from 3% to 2.75%, its first rate cut since 2020, citing downside risks from slowing global trade and fresh US tariffs. Firdaos Rosli, Chief Economist at AmBank Group, helps us unpack the central bank’s latest policy move and its impact on Malaysia's growth.
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Wall Street's response to the latest round of tariff news from the Trump administration has been tepid, even as higher rates are announced for reasons ranging from actual trade to politics. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his views on these latest developments and more.
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Recently, President Donald Trump announced a slew of new tariff rates on several countries including a 25% rate on Malaysia. We ask Dilin Wu, Research Strategist, Pepperstone as to what impact this has on the global economy and markets. We also ask her if gold remains the safe haven asset to own despite having risen by more than 25% on a year to date basis.
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The Trump administration has just sent out letters to half a dozen countries including major trading partners, Japan and South Korea, as well as Malaysia confirming that a tariff of 25% will take effect on Aug 1st. David Dietze, Chief Investment Strategist at Dietze Wealth Management Group, shares his views on Wall Street's reaction and why he thinks the healthcare sector is worth a second look.
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US President Trump signed his signature tax cut and spending bill into law last Friday. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter for what impact this has on the US economy and which asset class will be affected the most.
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On a year to date basis, the STI is up more than 6%, one of the best performing in Asean. We check in with Adrian Loh, Head Of Research, UOB Kay Hian Singapore as to why the city state has managed to outperform its regional peers whilst asking him what are some of the investment themes and ideas that we should consider for 2025.
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US non-farm payrolls and the unemployment rate was released yesterday. We ask Joseph Sroka, Chief Investment Officer, NovaPoint Capital what the data tells us about the state of the US economy and will it force the hand of the Federal Reserve to cut rates earlier than expected.
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Although the US budget bill is stuck in the House, we examine who are the potential winners and losers with
Tony Nash, CEO, Complete Intelligence. We also preview the US non-farm payroll figures and how that might influence the Fed fund rate.
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With the passing of the US multitrillion-dollar tax and spending package, there are concerns over the increase in US debt. Carlos Casanova, Senior Economist, UBP helps us breakdown the impact of it on the economy and the dollar.
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With a plethora of US data being released this week, will the Federal Reserve cut rates earlier?
Shane Oliver, Chief Economist, AMP Capital tell us his views whilst we discuss whether the reign of King dollar is over?
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US markets continue to hit new highs despite the headwinds of trade tariffs. Is Australia then the safe haven market to consider? Kingsley Jones, Chief Investment Officer, Jevons Global tells us his views whilst we also look at opportunities in Asia and Europe.
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Thailand has been faced with a fresh political crisis that threatens to derail its already fragile economy teetering on the edge of a technical recession, coupled with a potential disruption to tariff talks with the US. Poon Panichpibool, Markets Strategist at Krung Thai Bank shares his perspectives into where Thai equities might be headed.
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The US Federal Reserve Chair Jerome Powell has wrapped up two days of testimony on Capitol Hill, while the "one, big, beautiful bill" may soon be passed. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, shares his perspectives on what these developments mean for the US dollar and by extension the Malaysian ringgit.
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Asian markets as measured by MSCI Asia Pacific Index is up more than 10% on a year to date basis despite trade uncertainties, slowing global growth and tensions in the Middle East. We ask Michael Chang, Head of Investments, Eastspring Investments Bhd as to why Asia still remains resilient and if there are still legs to this rally.
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Despite geopolitical tensions, uncertain trade tariffs and slower global growth, equity markets continue to inch higher. We ask Michele Schneider, Chief Strategist, Market Gauge why investors are choosing to ignore the headwinds. We also ask what investment strategy to adopt for these markets and what sectors will outperform.
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With President Donald Trump announcing a ceasefire between Isreal and Iran, markets and oil markets have bounced. We ask
Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if this momentum can be sustained and what he expects the Fed to do at July's FOMC.
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Over the weekend, the US bombed three nuclear sites in Iran. We discuss the implications of this with
Tim Waterer, Chief Market Analyst, KCM Trade and where are the safe haven assets if there was an escalation of conflict.
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Despite the government maintaining a full-year GDP forecast of 4.5–5.5%, the local market is down 8% year-to-date, raising concerns about underlying investor confidence. Will the implementation of SST detail equity markets even further. Peter Kong, Head of Research, Kenanga Investment Bank tells us the investment strategy to adopt for these volatile markets.
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Song Seng Wun, Economic Advisor, CGS International Securities shares his perspective on whether an escalated Israel-Iran conflict will have a significant impact on the US economy as the world grapples with a potential scenario of an oil price shock.
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The US Federal Reserve has kept interest rates steady at 4.25% to 4.5%, but signaled that it may make two rate cuts later this year. Tony Nash, CEO of Complete Intelligence, shares his insights into how this development along with ongoing geopolitical tensions are affecting markets today.
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Malaysia recently played host to Energy Asia, a forum that champions the energy transition. Imran Yusof, Head of Research, MIDF tells us what are some of the investible ideas from this event and an outlook on the oil and gas sector on the back of the recent oil price surge.
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Global volatility from Trump’s tariffs, unresolved trade tensions, and an expiring suspension period have shaken confidence in markets, leaving investors asking what investment approach they should adopt. James Cheo, Chief Investment Officer, Southeast Asia and India at HSBC Global Private Banking & Wealth shares his perspective.
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Data released overnight include US retail sales which showed a 0.9% decline, more than the 0.6% forecast by economists. Additionally, the FOMC meeting will happen tonight amid volatile commodity prices. Carlos Casanova, Senior Economist at UBP, helps us unpack these issues and more.
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With the Israel-Iran conflict entering a fifth day, markets appear to have settled after price spikes in gold and crude oil. Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management, shares his insights into what sectors to look at, including real estate.
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Malaysia’s transportation sector has experienced much volatility so far this year, on the back of brewing US - China trade tensions and ongoing Middle East wars. However, these developments do not detract from Malaysia’s solid economic fundamentals. So, which transportation stocks should investors consider in these turbulent times? For insights, we turn to Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia.
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Kingsley Jones, Chief Investment Officer, Jevons Global offers potential opportunities, beyond cash, on the back of increased market volatility on the back of escalation of the Israel-Iran conflict.
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The US and China have said that a trade truce is in place, but is it real or just a pause? Tim Mulholland, President of TJM Limited in Chicago shares his insights into what trading and investment strategies he is currently employing.
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The trade talks in London appear to have ended on a positive note but what does this mean for the global economy?
Tim Waterer, Chief Market Analyst, KCM Trade tell us his view and weighs in on the health of the US economy.
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On the back of the recently concluded result season, what is the outlook of the banking sector?
Eddy Do, Senior Equity Research Analyst at Hong Leong Investment Bank gives us his perspective whilst we ask what are his top buy ideas for this sector.
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With inflation data out later today and last week's job numbers, how soon with the Federal Reserve cut rates? A pertinent question we pose to Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter. We also ask what are the safe haven assets if markets were to correct.
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The health services sector is a key contributor to Malaysia’s economy, accounting for 2.1% of GDP in 2023 but what does the recently concluded result season tell us about the companies involved? Among the listed players, what are the buying opportunities. Nursuhaiza Hashim, Equity Research Analyst, BIMB Securities gives us her persective.
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The Hang Seng Index is in bull market territory, up more than 20% on a year to date basis. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tell us if there are more legs to this rally and what sectors we should pay attention to.
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What do recent US jobs data and JPMorgan Global Composite PMI indicate about the markets and global economy? Jingyi Pan, Economics Associate Director of PMI Team, S&P Global Intelligence shares her insights.
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Hong Kong’s equity markets are booming in 2025, up more than 18% on a year to date basis. In fact, it's the best performing in Asia. What explains this strong Hang Seng rally and renewed investor confidence? Peter Lewis, Director, Peter Lewis Consulting Limited shares his thoughts.
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With tariff uncertainty and mixed data, what is the investment strategy to adopt? Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors gives us her perspective whilst weighing in on when the the Fed will pull the trigger to cut rates.
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On a year to date basis, the Bursa Construction Index is down -3% but can we expect a turnaround in the sector? Adam Mohamed Rahim, Equity Research Analyst, RHB Investment Bank tells us what are the catalysts for the sector and his top buy ideas.
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From surprise earnings in the discount retail sector to changing forecasts for the U.S. dollar, Tony Nash, CEO of Complete Intelligence unpacks what these developments reveal about inflation and consumer sentiment. He also delves into the latest PMI data and how investors are recalibrating in a volatile yet opportunity-filled environment.
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The local FBM KLCI has shed nearly 9% since the start of the year. But was this decline reflected in the earnings of Malaysian corporates? We wrap up and unpack the first-quarter earnings season with Imran Yusof, Head of Research at MIDF.
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The Singapore Straits Times Index remains relatively buoyant compared to other indices in the region amidst global economic uncertainty. Can the positive momentum be sustained? We discuss trends in Singapore equities with Geoff Howie of SGX.
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The FBMKLCI has pulled back from its May highs, and global trade tensions are heating up. Peter Lim, Chief Research Officer at Trident Analytics, however remains cautiously optimistic, as he assesses the impact of renewed US steel tariffs on Malaysian exporters, and explore which sectors are proving resilient amidst global headwinds.
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US President Donald Trump has announced a series of tariffs on steel and aluminum. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management for how disruptive this will be to the economy. We also ask him if the US debt ceiling will be an issue and what impact it has on the bond market.
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Tim Mulholland, President of TJM Limited, Chicago, breaks down the ripple effects of recent court rulings on Donald Trump’s trade tariffs. We assess US jobless claims, shifting macro policies, the US dollar rebound, and ASEAN’s equity-currency divergence in offering key strategies for navigating 2025’s uncertain global markets.
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What do the movements in US and Japanese bond markets signal about investor sentiment and the outlook of the global economy? We get insights on this and more with Vishnu Varathan of Mizuho Bank.
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David Dietze, Chief Investment Strategist at Dietze Wealth Management shares his insight on the rising US durable goods orders which could signal solid business investment, although consumer confidence is slipping. Why had markets rallied after Trump delayed EU tariffs and could the Tech and Infrastructure stocks remain strong? Further discussion on the weaker US dollar riding on Fed rate-cut talk, driving interest in non-US assets.
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Joe Quinlan, Chief Market Strategist from the US Trust-BOA Private Wealth Management shares his insights on the Trump Administration delaying the 50% tariffs on Europe to July, battered sectors like luxury goods and autos could offer bargain opportunities if sentiment turns. Meanwhile, the US dollar’s rebound has fizzled, boosting emerging markets. A stronger yuan and improving policy clarity in China are lifting ASEAN equities particularly in infrastructure, financials, and tech-driven growth sectors.
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The Fed’s playing it safe as trade talks stay murky and inflation risks linger. With the dollar sliding, investors are eyeing Asia. Rising yields are hitting tech valuations, and talk of reshoring production is bumping up against reality—Apple and others face steep costs to shift from China. Brian Arcese, Portfolio Manager & Equity Analyst from Foord Asset Management shares his insights and outlook.
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The US Congress has passed a sweeping, multi-trillion dollar tax break package, what Donald Trump calls his "one big beautiful bill", that will add an unprecedented USD5.2 trillion to the US national debt. Shane Oliver, Chief Economist at AMP Capital, breaks down the market reactions thus far including why Moody's had downgraded the US.
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President Trump recently met with House Republicans to advocate for the passage of the "One Big Beautiful Bill Act," coinciding with the U.S. Dollar Index slipping below the key 100 level. Tony Nash, CEO of Complete Intelligence, weighs in on what’s driving the decline and how investors should adjust their equity strategies in response to a weaker greenback.
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There have been signs of renewed interest in the Chinese property bond market as the CRIC China Property USD Bond Index rose about 9% this year. Does this point to a light at the end of the tunnel for China's beleaguered real estate sector? Carlos Casanova weighs in on this and other economic trends.
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US President Donald Trump's "big, beautiful’ tax bill has passed the House Committee hurdle, retailers like Walmart and Mattel confirm they will be passing on costs to consumers and Moody's has downgraded the US government's credit rating. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management unpacks what these all mean.
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Moody's became the last of three ratings agencies to downgrade US sovereign credit due to concerns over the growing national debt. How might this affect the appetite for US equities? We discuss the outlook with Tim Waterer of KCM Trade.
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Song Seng Wun, Economic Advisor, CGS International Securities reflects on the US PPI data as well as the retail sales data and how this impacts the outlook of the US economy and inflation. We ask him about the Fed Chair Jerome Powell's monetary strategy in light of this data and the US dollar trending during the 90-day pause between US and China.
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Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank expresses cautious optimism as we express market exuberance over the US-China agreement to lower tariffs for 90 days. Does he share the same level of optimism on the current trade war ceasefire between China and US?
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Global markets rallied after China and the US substantially reduced tariffs for a 90-day period. Is ‘Buy America’ making a comeback or are other global equity markets looking more attractive at the moment? Kelvin Wong of OANDA weighs in.
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The Donald Trump administration plans to rescind some restrictions on AI chip exports, sending waves of excitement through the market. But is it too soon to cash in on the AI trend, given the reversal isn’t final and investors have faced turbulence this year? For answers, we speak with Royce Tan, Senior Analyst at MIDF Research.
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Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management reflects on US Markets rejoicing over the outcome of US-China talks in Switzerland, which has seen a roll-back of the triple digit tariffs for 90 days as we ask him if the worst of the trade war is truly behind us
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Last month, the Bank of Thailand cut its key interest rates to 1.75% and slashed its GDP growth forecast this year to a range of 1.3 - 2%. How do tariffs impact the trajectory for Thailand’s economy in the coming months? Poon Panichpibool, Markets Strategist, Krung Thai Bank weighs in.
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Joseph Sroka, Chief Investment Officer, NovaPoint Capital unpacks how markets have performed amid new trade deals and frameworks announced as US employment data suggests US markets remain robust amid questions on when the Fed will cut rates
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Fed Chair Jerome Powell signalled a continued wait-and-see approach in determining the interest rate trajectory in light of tariff risks. Tony Nash makes a case for why the Fed shouldn't delay on cutting rates and weighs in on opportunities in the US and other markets.
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Global markets have been roiled by US tariffs and trade tensions, but are there pockets of resilience in Asian equities to consider? We discuss the outlook for Asian markets with Michael Sun of Eastspring Investments.
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The US Federal Reserve is set to make a decision on interest rate soon with a press conference by Chair Jerome Powell to follow. At the same time, the Taiwan dollar and the ringgit have been surging in recent days. Carlos Casanova, Senior Economist at UBP, talks to us about what he is expecting and how current market movements might shape expectations.
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With Prime Minister Lawrence Wong receiving a clear mandate in the Singapore elections last week, what impact might this have for Singapore equities? We discuss the outlook for the STI with Vasu Menon of OCBC Bank.
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Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management helps us unpack how business sentiment is evolving in the United States as tariff fears are complicated by falling oil prices amid strengthening Asian currencies.
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The global shipping industry is facing economic fallout not just from skyrocketing US-China tit-for-tat tariffs, but also from new levies on Chinese-built ships calling on US ports. What are the implications of this for Asian shipping players? We discuss the impact with Kenneth Loh of Bloomberg Intelligence.
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US markets have rebounded to post-Liberation Day levels, as investors anticipate breakthroughs in trade negotiations. Is the optimism well-founded, and how might this affect US Fed policy making at the next FOMC meeting this week? Independent market analyst Laurent Lequeue weighs in.
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Does the US GDP contraction in the first quarter of the year, coupled with weaker jobless claims data indicate a looming recession for the world's biggest economy? Tim Mulholland of TJM Limited weighs in on why he's less pessimistic about the US economic outlook.
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Markets are bracing for key US GDP and inflation data this week, and early signals suggest diverging trends. Visa’s strong results point to steady consumer spending, while Coca-Cola hints at softening demand. Meanwhile, equities and treasuries are rebounding; however, the dollar remains subdued. Looking ahead, jobs and retail data will be crucial. Michele Schneider, Chief Strategist at Market Gauge shares her insights and outlook.
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The c like other regional indices is trending in the red on a year-to-date basis as a result of global economic uncertainty. How should Malaysian investors position their equity portfolios to best navigate the volatility? We discuss strategy with Jeremy Goh, Head of Research at CGSI Malaysia.
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Some calm appears to have returned to equity markets worldwide after the whiplash volatility that we saw in early April after Donald Trump announced his Liberation Day reciprocal tariffs (and then backtracked them). Vis Nayar, CIO at Eastspring Investments, shares his insights into how investors are positioning themselves and if Asia still offers pockets of opportunity.
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US equities have clawed back losses following Donald Trump's Liberation Day declaration. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, joins us to unpack what's driving the rebound, whether there's more upside ahead, and which sectors could lead the next rally.
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The banking sector has outperformed the broader FBMKLCI this year but with tariff uncertainty and a global economic uncertainty, what is the outlook? Nabil Thoo, analyst, RHB Investment Bank tells us his perspective and also his top buys for the sector.
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Global markets have rebounded despite high tariffs and unresolved trade tensions whilst U.S. stocks continue to rally but look stretched at 20 times earnings. Meanwhile, Japan lags amid weak growth and yen volatility, while Hong Kong's Hang Seng leads gains, boosted by improved liquidity, policy support, and sectoral rotation into technology and financials. Sharing his insights and outlook is Brian Arcese, Portfolio Manager & Equity Analyst from Foord Asset Management.
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The United States’ steep tariffs on Chinese goods have led to a sharp 30% to 60% drop in China–US container bookings since tariffs took effect, while bookings from other parts of Asia have also declined by 10% to 20%. We ask
Lim Sue Lin, Co-Head of Research, Maybank Investment Bank what then is the outlook for the listed port and logistic players.
The Breakfast Grille episode with Datuk Ruben Emir Gnanalingam of Westports Holdings Bhd
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US equity has ended in positive territory three days in a row. We ask Kelvin Wong, Senior Market Analyst, OANDA if there are buying opportunities and if so, is Asia the hot spot and why.
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Markets have been very volatile of late but can an investor take advantage of this? Tony Nash, CEO, Complete Intelligence tells us the best investment strategy to adopt whilst tackling the thorny issue of tarrifs and if the end is near.
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The Kuala Lumpur Construction Index (KLCON) has fallen by 19% on a year to date basis, underperforming the broader FBMKLCI index which is just down 9.5%. We ask Chong Tjen San, Director, CGS International if this actually provides a buying opportunity and if so, what names should we consider.
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With Laurent Lequeu, Independent Market Analyst & Writer of the Macro Butler Newsletter, we unpack a week of high-stakes drama in global markets, starting with President Donald Trump's assurance that Fed Chair Jerome Powell's job is safe—for now. We also discuss whether Trump's policy changes diminish the US dollar's strong fundamentals that make it a safe haven currency.
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Markets tumbled on the back of comments by President Trump attacking Fed Chair Jerome Powell for not cutting interest rates quickly enough. How are investors pricing in the latest round of uncertainty? We get updates from Joe Quinlan of the US Trust-BOA Private Wealth Management.
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The Nikkei 225 is down more than 13% on a year to date basis, after two good consecutive years of outperformance. Andrew Jackson, Head of Equity Strategy, Ortus Advisors tells us what investment strategy to adopt and the buy ideas to consider.
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US assets from treasuries to the dollar have taken a beating as of late as uncertainties over tariffs cloud investor risk appetite. We ask Song Seng Wun, Economic Advisor, CGS International Securities if there are safe haven assets to seek shelter and if China could provide that option.
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- Malaysia’s property sector performed well last year, as indicated by a total transaction value of more than 230 billion ringgit across both halves of 2024. This was the highest annual figure in a decade. Will this strong performance continue into 2025? We get an outlook of the local property sector with Loong Kok Wen, Regional Head of Property, RHB Investment Bank.
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Tim Mulholland, President, TJM Limited, Chicago unpacks the latest US economic data and how the latest results from US corporates tell us the state of the consumer and their propensity to spend more in the coming quarters ahead.
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Fed Chair, Jerome Powell's comments caused markets to dive. We explore why with Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank and how many rate cuts we can expect in 2025.
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The past week we have seen tariffs imposed, then delayed, bond yields surging coupled with shifting global alliances. Laurent Lequeu, an independent market analyst & writer of the Macro Butler newsletter shares his observations on the trajectory of current events.
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The major banks have reported their earnings but it's the outlook that markets are paying attention to. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as to what he noticed from that and what does this mean for markets in the coming quarters.
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Singapore’s Central bank has eased its monetary policy settings, reducing the rate of appreciation of the exchange rate. This as the 2025 growth forecast has been downgraded to 0-2% from the previous 1-3% on the back of the uncertain external environment. We speak to Geoff Howie, Market Strategist, Singapore Exchange as to what impact that has on markets and does the island state still retain their defensive status.
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Over the weekend, US announced exemptions to tariffs for selected electronic products albeit warning that it is just temporary. Yeap Jun Rong, Market Strategist at IG International tells us what impact the tariff storm has on equity markets and why the US dollar has been so weak of late.
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Markets reversed gains after the U.S. imposed 145% tariffs on Chinese imports, heightening investor anxiety. While inflation came in lower at 2.4%, it reflects pre-tariff conditions, raising questions about the Fed’s next move. With safe havens faltering and U.S.-China tensions escalating, investors are reassessing portfolios amid hopes of de-escalation and strong earnings ahead. What do these renewed tariffs signal for the global economic and market outlook?
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Markets rallied following President Trump’s 90-day suspension of global tariffs, excluding China. Analysts suggest bond market turmoil spurred the policy shift. Yet, recession fears, trade tensions, and shifting Fed expectations persist. Investors now face critical questions around portfolio positioning, economic resilience, and the true trajectory of the US-China trade conflict. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management shares his insights.
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When US President Donald Trump announced sweeping trade tariffs, the greenback, as measured by the Bloomberg Dollar Spot Index, recorded its largest drop on record. Meanwhile, Asia's trade-sensitive currencies also tumbled to multiyear lows, with Southeast Asian assets bearing the brunt of the sell-off. Christopher Wong, FX Strategist, OCBC tells us what are the factors that determine forex movements and their houseview.
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The FBM-KLCI has sagged 14% on a year-to-date basis in anticipation of exorbitant US tariffs of 24%. Where are the defensive pockets in Malaysian equities that can withstand the present volatility? We get analysis from Imran Yusof of MIDF.
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With US reciprocal tariffs set to come into force this week, economists are revising their growth estimates for the global economy. We discuss how tariffs will impact monetary and fiscal policy-making in Asia with Carlos Casanova of UBP.
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The Indonesian equity market had been closed for the Eid holidays which meant that it was unscathed by the tariff announcements. However with it due to reopen today, we ask Jerry Goh Asia Equities Investment Director, Aberdeen Investments for his views on how markets will react and what are the pain points the economy faces due to the tariffs.
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Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank reflects on how markets respond as President Donald Trump threatens to impose an additional 50% on China, why Jerome Powell remains non-commital and the implications to King Dollar.
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Despite a free trade agreement, low tariffs on US goods and a trade deficit, Singapore was also hit with a baseline 10% tariff. Thilan Wickramasinghe, Head of Research, Singapore at Maybank Investment Bank tells us whether the island state can still retain its defensive, safe haven status and what are the top buy ideas.
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US markets have had their worst week since 2020 and are likely to remain volatile as investors take a risk off approach. We speak to Kingsley Jones, Chief Investment Officer, Jevons Global as to who will be most impacted by the tariffs and what is investment strategy to adopt.
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US markets went into freefall due to the higher than expected tarrif hikes which up ends the existing economic systems. We ask Tim Mulholland, President, TJM Limited, Chicago whether it is too soon to bottom fish or is it time to change the asset allocation strategy as volatility becomes the norm.
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US President Donald Trump annouced sweeping tariffs where there would be a minimum 10% on all exporters to the US. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if markets will continue to correct sharply on this annoucement and what are the safe haven assets in this tariff storm.
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Although the FBMKLCI is down 8% on a year to date basis, is it time to be write off the Malaysian equity market? Lim Sue Lin, Co-Head of Research, Maybank Investment Bank tells us the five domestic themes that provide investment opportunities and the top buys ideas for the market.
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The US markets had their weakest quarter since 2022 whilst strong outflows continue to Asean. This on the back of the impending tariff announcements by President Donald Trump. We ask Peter Lim, Chief Research Officer, Trident Analytics if the bad news is already in the price and if not, what are the safe haven assets to consider.
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- According to the MSCI AC Asia Pacific Index, Asian equities are up about 4% year to date. But which markets are the outperformers, and can this rally continue? Ken Wong, Client Portfolio Manager, Asian Equities, Eastspring Investments will be discussing the outlook of Asian equities with us.
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Although 4th quarter US GDP numbers appeared healthy at 2.4%, Kelvin Wong, Senior Market Analyst, OANDA warns that this is backward looking data. We ask him what data points to pay attention to for a better picture of the economy whilst asking for his investment strategy.
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Malaysia has achieved RM378.5bn in approved investments in 2024, a record. Much of this due to the mushrooming of data centres in the country. Redza Abdul Rahman, Director of Research, BIMB Securities tells us which sectors and specifically what companies stand to benefit from the data centre boom.
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President Trump announced a 25% tariff on imports of foreign-made autos which is set to take effect on April 2nd. We speak to Tony Nash, CEO, Complete Intelligence as to the impact it will have on the listed auto players and also car demand. We also discuss the reasons for the recent copper price rally.
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The Indonesian rupiah has fallen to its lowest levels since the Asian Financial Crisis, prompting the central bank to intervene. We ask Carlos Casanova, Senior Economist, UBP what explains the weakness and whether there is any contagion effect on other Asian currencies.
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The Malaysian automotive industry has experienced a slow start in 2025, with February's Total Industry Volume (TIV) reaching only 64,000 units, 0.6% lower from a year ago. Daniel Wong, an analyst at Hong Leong Investment Bank, breaks down this set of data and what we can expect for the rest of 2025 as the entry of EVs appear to disrupt the market.
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US markets rebounded from heavy selling the previous week amid signals that the Trump administration could take a softer approach on tariffs. But will this change investors' outlook on the US economy trajectory? We discuss global market trends with Jameel Ahmad of online trading brokerage GTC.
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Malaysia’s property market shows signs of slowing in 2025, with a 12% drop in loan applications and an 8% decline in approvals. Despite developers’ 5% earnings growth in the end of 2024, challenges persist, including over 30,000 unsold units in Kuala Lumpur, Johor, and Perak. Rising interest rates add pressure. We explore strategies and top picks with Jessica Low, Senior Analyst at MIDF Research.
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US markets ended last week on a positive note but is this just a dead cat bounce? Kingsley Jones, Chief Investment Officer, Jevons Global tells us his perspective and whether we should buy the dips for US equities or consider other markets.
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The Malaysian healthcare sector is at a pivotal crossroads of policymaking as stakeholders grapple with how to tackle medical inflation. What are the implications for listed players? We discuss the trends with Ong Chun Sung, equity analyst with RHB Research.
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How should investors manage asset allocation in light of potential tariff pressures and other economic headwinds? We get insights from independent market analyst Laurent Lequeu.
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We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank if any clues could be gleaned from the latest US Fed press conference with regards to the US economy and rate trajectory for 2025 as the Fed held interest rates as expected.
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US macroeconomic data has been mixed of late although consumer sentiment has been weak. Is that a sign of a recession? We ask, Yeap Jun Rong, Market Strategist at IG International for his views. We also discuss the sell-off of the Indonesian equity market and the reasons behind it.
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Malaysia assumes chairmanship of ASEAN this year. How can this role drive regional cooperation to reap significant economic benefits and will this translate to opportunities in equity markets? Questions we pose to Imran Yusof, Head of Research, MIDF.
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The US market staged a strong rebound, but uncertainty looms as consumer sentiment hits its lowest since 2022 and inflation expectations rise. With the FOMC meeting ahead, a dovish Fed could boost liquidity but signal economic weakness. Brian Arcese of Foord Asset Management shares insights on US, European, and HK/China market outlooks and sector opportunities.
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US markets have officially entered into correction territory with the major indices in the red on a year-to-date basis. Michele Schneider, Chief Strategist, Market Gauge tells us how to navigate these markets amidst the tariff storm and talk of a looming recession.
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With US debt at US$36 trillion and the possibility of a government shutdown, what impact will that have on the economy?
Tony Nash, CEO, Complete Intelligence gives us his perspective and how the US government intends to resolve that issue.
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US CPI will be watched keenly for signs of persistent inflation that will inform the Fed rate decision. A feat which is made more challenging by the plethora of executive orders from the White House. We ask Song Seng Wun, Economic Advisor, CGS International Securities as to whether he thinks a recession is on the cards for the world's largest economy.
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Tim Waterer, Chief Market Analyst, KCM Trade dissect Trump's comments that the US economy faces a ‘period of transition’ while Scott Bessent warned of a ‘detox period’ and what does this mean for US markets moving forward?
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Repercussions of Trump's America-first policy are felt even in defense stocks. We ask Kingsley Jones, Chief Investment Officer, Jevons Global as to the reasons for this and what are the names to consider. We also ask if quantitative easing is back among central banks in anticipation of a slowdown.
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Rapid developments coming out of the US have been keeping global markets and investors on their toes, but how will it impact the bond market here in Malaysia? Providing some perspective on whether there are opportunities here is Jesse Liew, Chief Investment Officer of Fixed Income, Southeast Asia, Principal Asset Management.
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Markets continued to remain volatile over the onslaught of tariff announcements and delays. We speak to Tim Mulholland, President, TJM Limited, Chicago as to how markets will trade in the coming weeks. We also reviewed the results of tech names like Broadcom and Marvel to see if tech deserves its expensive valuations.
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With the US government imposing but also flip-flopping the imposition of some tariffs, what impact does this have on its own economy and those in Asia? Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank gives us his perspective whilst weighing on the recent US dollar weakness.
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For Malaysia despite strong headline growth of 5.1% in 2024, there remains strong outflow of funds with the FBMKLCI down 4.6% on a YTD basis. Much of this decline can perhaps be explained to external factors like the strong US dollar and the impact of tariffs but does the recent result season give us reason to remain optimistic? Peter Kong, Head of Research, Kenanga Investment Bank tells us whilst giving us his top picks for Bursa Malaysia.
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The 25% tariffs on Mexico and Canada went into effect yesterday and its impact on the US economy and the rest of the world is yet unknown. We speak to Independent market analyst, Laurent Lequeu, who is also the Writer of The Macro Butler Newsletter for his views.
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Amid the shifting dynamics of the global economy including the possibility of the Federal Reserve holding rates higher for longer while central banks in Asia and Europe are looking to ease their monetary policies, where can investors look in terms of fixed income? Howe Chung Wan, Managing Director and Head of Asia Fixed Income, Principal Asset Management shares his perspective.
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The US market continues to drift downwards due to sluggish economic data and the imposition of 25% tariffs on Canada and Mexico. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management whether the "mood" of the market has changed and if so, how to position for that.
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With the US economy likely to see negative growth in 1st quarter and the impact of tariffs on Canada and Mexico still unknown, what will the Federal Reserve do with the Fed Fund rate? A question we pose to Clifford Bennett, Independent Economist whilst asking him about Asean economies.
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US President Donald Trump has confirmed that tariffs against Mexico and Canada will start on 4 March with an additional 10% tariffs on China. What impact will this have on global economies and trades? A question we pose to Yeap Jun Rong, Market Strategist at IG International whilst asking him about the divergent performance of ASEAN and North Asian markets.
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Tony Nash, CEO, Complete Intelligence unpacks the latest results from Nvidia and whether European and China market outperformance over the US can sustain for the rest of the year.
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U.S. consumer confidence dropped in February while 12-month inflation expectations surged. We ask
Carlos Casanova, Senior Economist, UBP as to why there is such sharp deterioration and what this means for the US economy.
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Since President Donald Trump was inaugurated, US equities have underperformed its European and North Asian counterparts. We ask Joe Quinlan, Chief Market Strategist of US Trust-BOA Private Wealth Management if this marks the end of US exceptionalism and if so, what other markets offer investment opportunities.
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The FBMKLCI has started on a weak note with a decline of more than 3%. We ask Peter Lim, Chief Research Officer at Trident Analytics if we should remain optimistic and if so, what is the sector to overweight?
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After years of higher borrowing cost and inflationary pressures, the signs of the US consumer slowing are beginning to show. We ask Tim Mulholland, President, TJM Limited is the beginning of the end for the strong economy and how investors should position for this.
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Singapore's 2025 national budget was tabled this week, setting aside some SGD143 billion and touted to be a budget for all Singaporeans. It also comes ahead of a general election that is due this year with incentives for various sectors, including lending, consumer goods, and green energy. Adrian Loh, Head Of Research, UOB Kay Hian Singapore, talks about the kind of boost Singapore's stock market might enjoy.
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Earlier this week, China's President Xi Jinping met with the CEOs of key technology companies, signaling his support of private enterprise. We discuss the implications of this on the wider economy with Vishnu Varathan, Head of Economics & Strategy for Mizuho Bank.
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On a year to date basis, the US market has underperformed their European and Chinese counterparts as concerns grow over the impact of tariffs on the market. We ask Kelvin Wong, Senior Market Analyst, OANDA if it will pay to diversify and what markets may outperform in 2025.
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With Asian central banks slowing their pace of rate cuts, what impact will it have on the operations and financials of Asean's financial insitutions? Rena Kwok, Credit Analyst, Asian Financials, Bloomberg Intelligence gives us her perspective whilst telling us if we can expect a deterioration in loans growth and asset quality.
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With the possibility of stagflation in the US, what asset classes will outperform? Laurent Lequeu, Independent Market Analyst & Writer of The Macro Butler Newsletter tells us his answers whilst we try to understand why the German and French equity markets are rallying despite their weak domestic economies.
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US markets continue to inch up despite the threats of tarrifs and interest rates staying higher for longer. We ask
Michael Lai, Executive Director of OCBC Bank what investment strategy to adopt against this backdrop and if diversification is the right step even when US exceptionalism remains a theme.
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Overnight the US president has ordered his administration to consider imposing reciprocal tariffs on numerous trading partners. We ask Yeap Jun Rong, Market Strategist at IG International as to what impact this will have on markets. We also ask why Asean markets have been the laggards this year compared to the US and other North Asian markets.
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Crude Palm Oil prices have rallied over the past 6 months, currently trading 6% higher on a year-to-date basis. However is there still upside to this critical edible oil and does this translate to better earnings for the listed planters? Hoe Lee Leng, Head of Regional Plantations, RHB Investment Bank gives her perspective whilst telling us her top picks for sector.
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Inflation in the US remained stubbornly high in January pointing to inflation staying higher for longer. What impact does this have on markets? A question we pose to Tony Nash, CEO, Complete Intelligence whilst asking him what the impact of tariffs will be on the economy.
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The buzz word for global markets of late has been tariffs with new announcements daily by President Donald Trump followed by retaliatory moves by the impacted countries. Carlos Casanova, Senior Economist, UBP breaks down the impact this has on growth and also currency markets.
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Mixed data from the latest US employment report, a lower-than-expected consumer confidence and services PMI readings, dictate investment sentiment. Kingsley Jones, Chief Investment Officer, Jevons Global, shares his insights.
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Markets are in a flux on the back of weak tech earnings and tariff uncertainty. Tim Mulholland, President, TJM Limited, Chicago tells us what investment strategy to adopt and if US market valuations are too rich.
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Tariffs has been the buzz word this week putting markets on the edge. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank as to what impact this will actually have on the US economy and the Fed fund rate policy.
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Recently the listed glove makers have rallied on the back of Malaysian companies benefiting from the US tariffs being imposed on Chinese counterparts. We ask Oong Chun Sung, Equity Research Analyst, RHB Investment Bank if all the good news has been priced in and what his top picks are.
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Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management articulates whether the recently announced tariffs will put an end to the US bull run and if we anticipate investor sentiment shift towards Emerging Asia.
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Markets remained volatile as President Donald Trump issued and then delayed tariffs against Mexico and Canada. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what investment strategy to adopt in light of the policy changes and if we should consider European markets or gold as alternatives.
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Petronas, the national oil and gas company has just released their activity outlook for 2025 to 2027. Jeremie Yap, Equity Research Analyst, Maybank Investment Bank tells us the significance of this report, what this means for the listed players and who stands to benefit.
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The Malaysian equity markets is one of the most unloved markets this year with a negative return of more than 5%. We ask
Imran Yusof, Head of Research, MIDF as to what are the reasons for this decline and what investment strategy to adopt in these volatile markets.
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Over the weekend, US President Donald Trump announced tariffs against China, Canada and Mexico threatening global trade and potential retaliation. We ask Tim Waterer, Chief Market Analyst, KCM Trade what this would mean for markets and if this would change the Fed Fund rate path to normalisation.
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The Indian stock market was the darling of investors last year, but both the Nifty 50 and the Sensex are seeing declines in January as the growth story of India falters. What are the catalysts for a re-rating of Indian stocks? We get analysis from Pramod Amthe of Incred Capital.
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As expected the US Fed held rates this week. We ask Michele Schneider, Chief Strategist, Market Gauge as to what could be gleamed from Jerome Powell's comments and also the recent results from the tech giants; Apple, Intel, Microsoft and Meta.
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With Deepseek sparking an AI-driven selloff in markets, Joe Quinlan, Chief Market Strategist from US Trust-BOA Private Wealth Management advises if this is now a buying opportunity and also whether oil refiners are heeding Trump's drill baby drill call.
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Australia is known as the lucky country but in recent times, its economy does not seem to reflect that with growth last year expected at just 2.1%. Consensus also expects growth to be soft in 2025 at 1.9%. We ask Kingsley Jones, Chief Investment Officer, Jevons Global for his outlook on the economy and the market. We also uncover what is the best investment strategy and top buy ideas for Australia.
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Kingsley Jones from Jevons Global unpacks how Trump's tariff announcement or the lack of for China will mean for markets and whether there will be more upside for US equities.
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The S&P500 hit another new high which has many questioned the extent of US exceptionalism. With valuations expensive, trading at a price earnings ratio of 28X, what upside potential is there? Tim Mulholland, President, TJM Limited, Chicago. tells us.
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The construction sector was the biggest winner in 2024, up more than 60%, due to two strong themes: data centres and the Johor-Singapore SEZ. But has that already been priced in or will we still see upside this year for construction stocks? Chong Tjen San from CGS International weighs in.
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Wall Street has been on a tear since Donald Trump officially took office as the 47th US president. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, shares his analysis on the latest US economic data, particularly with regards to payrolls and inflation, as well as how he thinks the ringgit has been performing.
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President Donald Trump wasted little time as he moved into the White House for his second term, signing several executive orders to kickstart what he touted would be America’s Golden Age. Song Seng Wun, an economic advisor at CGS International Securities shares his thoughts on what the next four years might bring.
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Oil prices have started on a strong note with brent hitting a 5 month high on the back of Donald Trump presidency. We ask Vandana Hari, Founder & CEO, Vanda Insights whether this trend is sustainable and what will be the factors to consider to determine oil prices for 2025.
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Although there still remains uncertainty over President Donald Trump's economic policies and priorities, the domestic economy looks to benefit. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management for the strategy to adopt and what impact this might have on Fed Fund rate direction.
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Global markets are expected to remain volatile with Trump 2.0 and an uncertain Fed fund policy. How should investors position themselves for outperformance in 2025? James Cheo, Chief Investment Officer, Southeast Asia and India, HSBC Global Private Banking & Wealth gives us his perspective.
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While the US economy remains buoyant, Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter reminds us that the consumer that Trump faced in 2017 will be very different from today's as we navigate what Trump's re-inauguration will mean for the broader global economy.
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Wall Street has been unpredictable so far in the first couple of weeks of 2025 although the US dollar remains robust and treasury yields staying elevated. Yeap Jun Rong, Market Strategist, IG International shares his perspectives.
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Singapore's Straits Times Index surged by 16.9% last year, making its first significant charge towards its all-time high in 17 years - will we see this rally continuing this year? Geoff Howie, Market Strategist from the Singapore Exchange discusses the outlook of Singaporean equities with us.
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Wall Street's stocks rallied as the US CPI rose in December by less than forecast, sparking hopes that Fed will cut rates sooner than previously thought. Tony Nash, the CEO of Complete Intelligence, talks about potential trading strategies and themes going into 2025 especially with a Trump administration taking office for a second round.
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This week saw US PPI data coming in below expectations and follow a strong jobs report the week before. All eyes will now be on the CPI number today for an insight into what the Federal Reserve's rate-setting trajectory might be like in 2025. Carlos Casanova, Senior Economist, UBP, shares his views.
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The Japanese equity market rallied in 2024, registering a return of close to 20% with the Nikkei 225 hitting an all time new high in late March after 35 years. Andrew Jackson Head of Equity Strategy, Ortus Advisors, talks about his expectations for 2025 and whether or not the Land of the Rising Sun will again be the Land of the Rising Stocks this year.
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2024 was a volatile year for fixed income due to geopolitical concerns and risk of a global recession, yet yields and asset prices remained near high. Will this trend continue in 2025? Howe Chung Wan, Managing Director and Head of Asia Fixed Income, Principal Asset Management shares his perspectives.
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Investors appeared to have rotated out of tech stocks causing a dip in the Nasdaq overnight, while there was a focus on energy plays as crude oil prices staged a rebound. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, discusses why he remains upbeat about US equities going forward.
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- The banking sector is often seen as a barometer of an economy and typically a sector heavyweight on any index. Which is why it is timely to check in how Banks will perform in 2025 and which will be the outperformers? Chan Jit Hoong from Hong Leong Investment Bank tells us.
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Kingsley Jones, Chief Investment Officer, Jevons Global translates what the latest US jobs report means for investors as markets reacted negatively amid expectations that US rates would remain higher for longer.
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Malaysia's real estate market grew significantly last year, with data showing major real estate transactions nearly doubling to RM13.9 billion in the first nine months of 2024 compared to the previous year. Jessica Low, Senior analyst, MIDF Research, shares her thoughts on how the tech sector will provide the bright spark for property along with the recently-announced Johor-Singapore Special Economic Zone.
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The latest minutes from the Federal Reserve's December meeting released on Wednesday hinted at risks to inflation, adding to concerns of fewer rate cuts in 2025. Tim Mulholland, President, TJM Limited, talks about what to expect from the US payrolls report, due out on Friday, for a clue where interest rates might head, with the Trump presidency set to begin in 10 days' time.
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The FOMC meeting minutes for December was released yesterday, indicating a more hawkish inflation view for the US, adding to investors’ concerns that there may be fewer rate cuts than expected in 2025. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, shares his insights into the direction of currencies like the USD, CNY as well as how the MYR might be impacted.
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US markets retreated overnight as investors digested the latest economic data pointing to a resilient US economy and concerns over inflationary policies under incoming President Donald Trump. What does this mean for future Federal Reserve interest rate decisions? We discuss the trends to watch with independent market analyst Laurent Lequeu.
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The Bursa Malaysia Construction Index has surged more than 50% over the past year, outperforming the benchmark FBM KLCI. Can the construction sector sustain this rally, and what are the potential headwinds that could derail its upward trajectory? For more insights, we speak with Adam Mohamed Rahim, Equity Research Analyst at RHB Research.
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US labour data is due at the end of the week, but the focus for the US Federal Reserve will likely be on inflation in determining their next course of action. Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management discusses the variables at play in monetary policy and what that means for US equity outlook.
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Market consensus is expecting a third consecutive year of double digit returns for the US equities in 2025, but are these predictions overly optimistic? Kelvin Wong of OANDA gives his reasons to stay cautious on US markets, including a potentially more hawkish Federal Reserve.
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Artificial Intelligence was a very strong theme in equity markets last year, exemplified by Nvidia's skyrocketing share price. But how would this theme translate for Malaysian equities? We discuss the stocks that stand to benefit from the AI trend with Peter Kong, Head of Research at Kenanga Investment Bank.
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Tony Nash, CEO of Complete Intelligence helps us navigate the first week of 2025 as he contrasts the differing fortunes between the Uniter States and China as USD continues to reign supreme.
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US markets ended 2024 on a muted note; what explains the sluggishness going into the new year and what themes will shape the investment landscape? We discuss the trends to watch in 2025 with Michele Schneider of Market Gauge.
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The FBM-KLCI is on track to ending the year with at least a 12% gain, likely the first time in 3 year that equity markets are ending on a positive note. Peter Lim, Chief Research Officer of Trident Analytics, shares his insights including whether or not this rally will continue into 2025 as well as what sectors we should pay attention to.
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As a Santa Claus rally failed to materialise with the close of 2024, how would investors strategise their positions in light of president-elect Donald Trump taking office by January 20th and China still facing challenges. Kingsley Jones, Chief Investment Officer, Jevons Global, shares his thoughts on what the early part of 2025 might bring.
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Tim Mulholland, President of TJM Limited, unpacks the latest initial jobless numbers claims and reflects on whether 2025 will be the year for more M&A deals as we welcome Trump's administration that promises more deregulation.
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US inflation is expected to trend upwards in 2025, but what does that mean for equity markets? Independent market analyst Laurent Lequeu weighs in with the investment strategies to consider.
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Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management hopes that other markets will catch up and can challenge US's dominance in global equities as we brace for another year of uncertainty and volatility with the return of President Donald Trump.
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Amid expectations for fewer rates cuts in 2025 by the US Federal Reserve, its chair Jerome Powell and his team are likely going to have to navigate between inflation risks along with political risks, as president-elect Donald Trump takes office. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, talks to us about what we can expect in terms of how the US central bank might respond and whether the USD will resume its ascent.
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Despite the Fed keeping rates higher for longer, US markets look set to continue their upward trend on the back of the recent positive economy data. Yeap Jun Rong, Market Strategist, IG International tells us how what investment strategies to adopt and what sectors will outperform.
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The Federal Reserve cut rates by 25bps as expected but it was the messaging after that spooked markets with their reiteration that inflation remains stubbornly high. Markets are now forecasting just two rate cuts for 2025 which also led to a broad sell off in equities. We ask Tony Nash, CEO, Complete Intelligence as to the significance of this.
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2024 has been a year where the correlation between asset classes have been distorted with equities and gold rising in tandem despite the polar risk profiles. In fact gold has risen more than 28% on a year to date basis. We ask Michele Schneider, Chief Strategist, Market Gauge whether the rally will continue in 2025 and also her Fed rate outlook.
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As 2024 draws to a close, US markets continue to break records with the Nasdaq up more than 30% on a year to date basis. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if US exceptionalism will continue to be a theme in 2025 or if there other investment ideas we should consider.
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The Fed will have their last FOMC for the year with all eyes on the dot plot for signs of whether rates will be higher for longer. We ask Kelvin Wong, Senior Market Analyst, OANDA for his perspective and what we can expect from other central bank decisions this week.
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The recent NFIB Small Business Optimism index hit the highest since June 2021. What does this mean for opportunities in the small cap space? We discuss this as well as where Fed policy could be heading in 2025 with Tim Mulholland of TJM Limited.
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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.
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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.
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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 catalytic for markets.
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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.
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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.
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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.
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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.
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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.
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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, Managing Director and Head of Asia Fixed Income, Principal Asset Management gives us his perspective.
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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.
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The FBMKLCI at one time, was the one of the best performing markets in ASEAN on the back of reform, appreciating Ringgit and playing catch up after years of underperformance. But of late, the FBMKLCI has lost some of its gains. We ask Chehan Perera, Head of Research and Strategist at CGS international if the 3rd quarter corporate results provides any clues of what to expect in 2025 and what are his top buy ideas.
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With the last FOMC meeting in December, the street is still expecting one more rate cut for 2024. But with a Trump presidency and an uncertain pace of economic growth, what will the pace and quantum of cuts be for 2025? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective whilst weighing in on why US markets continue to hit new record highs.
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After a good start, Malaysia is only up 10% on a year-on-to-date basis, but how will it perform in 2025? Peter Lim, Founder & Chief Research Officer, Trident Analytics Sdn Bhd gives us his perspective whilst telling us his top ideas.
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US markets have rallied despite the economic policy uncertainty , but will it continue to rally? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management gives us his perspective whilst offering other investment ideas as we head into 2025.
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We get Vishnu Varathan's, Head of Economics & Strategy at Mizuho Bank, perspective on the latest 3Q GDP number coming out from the US which came in at 2.8% and whether this changes the trajectory for a December rate cut.
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The Singapore Straits Times Index after a rather slow start to the year is up 15% on a year-to-date basis. We speak to Kelvin Wong, Senior Market Analyst, OANDA as to the reasons why the market has surged in the last three months and if there is more upside. We also discuss the recent strong market performance of the US markets and if that rally will extend to the small caps.
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Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management explains why markets were sanguine with the nomination of Scott Bessent as US Treasury Secretary as he deep dives into what it particularly means for upcoming tariffs and cryptocurrency.
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So far, the US Federal Reserve has cut interest rates twice this year by a total of 75 basis points. In Europe, the ECB's trajectory has been more aggressive - three times to 3.4% currently. Yeap Jun Rong, Market Strategist at IG International takes a look at the factors leading to these decisions and what we can expect going into 2025.
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Michele Schneider, Chief Strategist from Market Gauge, shares her perspective on the recent US jobless claims figures and whether this clarifies a US December rate cut by the Fed amid frothy valuations in the US stock market.
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Nvidia results beat expectations but yet markets were slightly disappointed as growth was not at the higher end of the range. We ask Tony Nash, CEO, Complete Intelligence if Nvidia is still the stock that cannot be ignored despite the expensive valuations and return of 200% on a year to date basis.
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Carlos Casanova, Senior Economist at UBP, shares his perspective on the likelihood of the Fed embarking on the December rate cut and whether China's recent uplift in consumer sentiment reflects a sustained economic recovery.
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The Indian equity markets have corrected sharply from the recent highs in September as foreign investors sold USD13bn of equities. We ask Pramod Amthe, Head Of Institutional Equity Research, InCred Capital if this selloff is a buying opportunity and what investment strategy to adopt. In addition, we ask about the impact of a Trump Presidency with its 60% tariff plans and 20% import duties on the Indian economy.
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With inflation sticky and potentially rising next year, what choices does the Federal Reserve have when it comes to the pace and quantum of rate cuts? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective whilst we ask what investment strategy to adopt in the coming months ahead of a new US President.
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US markets are taking a breather after the recent Trump rally. We ask Laurent Lequeu, Independent Market Analyst, and writer of The Macro Butler Newsletter tells us how markets will behave till the end of the year and if other markets offers investment opportunities as US market valuations start to look expensive.
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After Fed Chair, Jerome Powell said that the US economy is in good shape and is in no hurry to cut rates, the market took a dip. We ask Tim Mulholland, President, TJM Limited, Chicago, what this means for US monetary policy and how we should position portfolios for 2025.
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Although there remains much uncertainty over Donald Trump's economic policies, what are the implications for Asia? We pose this question to Peter Lim, Chief Research Officer, Trident Analytics, and also ask him specifically if there are any Trump trades here in Malaysia.
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The US will be reporting CPI, weekly jobless claims, retail sales and industrial production this week. All of which help paint a picture of the economy but are markets still paying attention? Song Seng Wun, Economic Advisor, CGS International Securities tells us his perspective whilst giving us his perspective on the Chinese economy
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MIDF predicts that transshipment activity could heighten in the short term as firms frontload shipments to the US to preempt the imposition of further Trump tariffs. How might this impact Malaysian shipping players? We discuss the outlook for the transport sector with Imran Yusof, Head of Research at MIDF.
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Wall Street investors are reacting positively to Trumps’ pro-growth policies, including the prospect of lower taxes and reducing regulations. But is the market getting ahead of itself? We discuss the trends with Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.
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The S&P500 hit a new record high for the 50th time this year on the back of a Trump presidency with his pro-growth policies. We ask Tim Waterer, Chief Market Analyst, KCM Trade as to whether this rally has legs and what sectors to consider if the optimism continues.
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As widely expected, the Federal Reserve delivered a 25bps cut in the policy rate yesterday. We ask Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management as to what to expect in December's FOMC and also ahead in 2025.
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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.
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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 ask
Jerry Goh, Asia Equities Investment Director, ABDRN why and what investment strategy to adopt.
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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.
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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.
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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.
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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.
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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?
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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.
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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.
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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.
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A busy week for US economic data with PCE, initial jobless claims and non-farm payrolls due but do markets care since elections take place soon. Clifford Bennett, Independent Economist tells us his perspective whilst weighing in on the impact of the Japanese elections on the yen.
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Palm oil prices surged to their highest levels since July 2022 last week, with crude palm oil futures closing at 4,533 ringgit per tonne on Friday. However is this price trend sustainable and will 2025 see new record prices? Chye Wen Fei, Research Analyst, HLIB Research gives us her perspective whilst giving us her top picks for the sector.
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US Markets appear increasingly jittery of late despite a rather decent earnings season. We ask what is dragging sentiment down? Tim Waterer, Chief Market Analyst, KCM Trade tells us his perspective whilst we uncover why Australia has been on the rise recently.
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Wall Street has chalked up a three-day losing streak, gold is hovering at all time highs, corporate earnings are a mixed bag and crude oil prices are volatile. Tony Nash, CEO of Complete Intelligence shares his insights on what's moving markets and what to expect with the upcoming release of US new home sales and jobless claims data.
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A long list of mega projects were notably absent during the tabling of Budget 2025. What does this mean for the construction sector which is usually a sector that benefits. Loong Chee Wei, Head of Research, Affin Hwang Investment Bank gives us his perspective whilst giving his top picks.
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Investors are optimistic that US equities can continue to rally into 2025 buoyed by a healthy US economy. Could this projection be upended by the November elections? We discuss the economic trends with Carlos Casanova of UBP.
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US elections will be held in two weeks leading to volatile markets but in the longer term will US equities outperform? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his answers whilst weighing in on the impact of Chinese banks cutting their benchmark lending rates on capital markets.
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How are investors digesting the provisions of Budget 2025 - will this be a net positive or negative for the FBM-KLCI? We discuss the market implications of the budget, as well as sectors that stand to gain most with Alex Chia of RHB Investment Bank.
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Major names in Big Tech will be reporting their quarterly earnings this week, including Alphabet, Microsoft, Meta and Apple. How will these results shape the appetite for tech stocks moving forward? We discuss the expectations and other global market trends with Kingsley Jones of Jevons Global.
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Singapore’s 3rd quarter GDP surprised markets with the economy growing 4.1% thanks to strong exports. What then does this mean for equity markets and who stands to benefit from this? Geoff Howie, Market Strategist, Singapore Exchange gives us his views whil we also ask if there are any winners from China’s stimulus measures.
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US retail sales surprised on the upside, indicating the resilience of the consumer. How will this influence the Fed Fund rate direction? Tim Mulholland, President, TJM Limited gives us his perspective whilst we take a deep dive on US banking results.
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The TIV for the last nine months of 2024 is higher than 2023 but the momentum of sales has been slowing. We ask Daniel Wong, Analyst, Hong Leong Investment Bank for his outlook, his top picks and would there be any goodies for the sector in Budget 2025.
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Japan heads to the polls on 27 October with early polls suggesting that LDP might lose their current majority. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank if that has any impact on the yen and the economy whilst also understanding the reason for the rate cut by the Bank of Thailand.
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Since September, the Chinese government has been annoucing a series of fiscal and monetary stimulus measures to revive the economy and resolve the long term structural issues. We ask Song Seng Wun, Economic Advisor, CGS International Securities as to whether these measures are sufficient and if not, what else we can expect.
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The return of the FBMKLCI on a year-to-date basis has surprised many investors, up 12% in Ringgit terms and more than 20% in US dollar terms. However, the index appears to be trading in a narrow range tilted to the downside. Kenny Yee, Head of Research at Rakuten Trade tells us what are the catalysts that might cause a rerating of the market and what are his top buy ideas.
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As the US corporate earnings season gathers steam, stock markets have been chalking up gains and setting new records. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, shares his insights into how investors can take advantage of market volatility to score some gains.
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Typically Malaysian Budgets are full of goodies of the construction sector with a list of infrastructure projects. Will Budget 2025 be a repeat of this and which contractors stand to benefit? Adam Mohamed Rahim, Equity Research Analyst, RHB Research tells us.
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With less than a month to go to US elections, how will markets trade? We ask Kelvin Wong, Senior Market Analyst, OANDA that question and his thoughts on the recent results from US Banks.
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China's Minister of Finance is scheduled to deliver a press briefing on Saturday. Could markets get good news on fiscal stimulus? Yeap Jun Rong of IG International weighs in on what to expect for Chinese equities and also discusses the outlook for the US economy following the latest CPI print.
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Japan's Nikkei 225 Index has registered a gain of nearly 20% year-to-date in a 2024 that saw it swing more than 10,000 points in the space of a month between July and August. Andrew Jackson, Head of Japanese Equity Strategy at Ortus Advisors share his insights into the factors moving markets in Japan and what we might expect going forward.
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In the past month, crude palm oil (CPO) prices have appreciated about 10%, bringing it to 4289 ringgit per tonne. We will explore the outlook of the local palm oil sector with Hoe Lee Leng, Head of Regional Plantations, RHB Investment Bank whilst also looking at her top picks for the sector.
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Major banks will kick-off the third quarter earnings season this Friday. What are the trends to watch and are investors back to chasing Big Tech stocks? We get market insights from Tony Nash of Chief Intelligence.
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With the U.S. presidential election looming in November, and another round of rate cuts by the Fed expected, how might these factors affect fixed income markets? Jesse Liew, Chief Investment Officer, Asean Fixed Income of Principal discusses these issues with us.
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China’s national development and reform commission announced a series of fiscal measures but do they go far enough to resolve some of the structural issues the country faces? Carlos Casanova, Senior Economist at UBP give us his perspective whilst we also discuss the Yen which has been volatile of late.
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The FTSE ASEAN 40 index is up by over 11% YTD but the bloc have not performed uniformly well with Indonesia and Thailand the laggards while Philippines, Malaysia and Singapore were the outperformers. We ask Khoo Hsien Liang, Senior Portfolio Manager, AHAM Capital for which markets will continue to outperform and why.
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Chinese equities markets reopen after the Golden Week Holiday. If the performance of the Hang Seng Index is an indicator of what is to come, will Chinese markets rally further? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective whilst we also ask what we can expect on the upcoming US result season.
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Until very recently, the best performing market in Asean was Malaysia till Philippines stole that title with the PSEi index up by 16% on a year to date basis compared to the FBMKLCI’s return of 12%. We check in with Imran Yusof, Head of Research, MIDF as to whether there is still upside to the Malaysian equity market, what investment strategy to adopt and the top buy ideas for 2024.
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With the US reporting surprisingly good job numbers, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global about what this will mean for the US economy, FOMC rate trajectory and broader implications on foreign currencies particularly the Japanese Yen.
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The Yen fell sharply this week after newly appointed Prime Minister Shigeru Ishiba said Japan is not ready for additional rate hikes. Should investors rethink Japanese markets in light of political and policy uncertainty? Tim Mulholland of TJM Limited gives his views on why he's still optimistic on Japanese equities and other trends in global markets.
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The FBMKLCI and even the Ringgit have done rather well this year, but can this momentum be sustained into the final quarter of 2024? We speak to Jeremy Goh, Head of Research at Hong Leong Investment Bank for his outlook for Malaysian equities in Q4.
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Shigeru Ishiba was sworn in as Japan's new Prime Minister this week. What are his likely economic priorities and how will this factor into the Bank of Japan's monetary policy direction? We discuss this and other forces moving markets with Vishnu Varathan of Mizuho Bank.
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The Chinese equity market has been on a tear with the CSI 300 Index soaring about 8.5% in a single day, driven by a significant stimulus package from the People's Bank of China. Yu Junqiang, Acting Head of Equities, Hong Leong Asset Management tells us what investment strategy to adopt and what sectors to pay attention to in light of this.
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Developments overnight saw Iran launching missiles into Israel, increasing the temperature of what is happening in an already tense Middle East. China is off for the week for the Golden Week Holidays. Laurent Lequeu, an independent market analyst and writer at the Macro Butler Newsletter, shares his views on what he expects markets to look like and how to reposition your portfolio.
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September is typically a bad month for markets but this proved otherwise this year. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as to why and what this means for markets for the rest of 2024. We also ask if China is still the place to invest after the recent rally.
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Malaysia’s Big Four glove stocks surged as much as 30% in a single trading day on September 17th, after the US announced increased tariffs on Chinese gloves. Oong Chun Sung, Equity Research Analyst at RHB Research shares his insights into the long-term prospects of this sector and the headwinds to look out for.
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Last week, we saw US data indicating slowing inflation, China announcing a stimulus package which has sent the Shanghai and Hong Kong stock markets rallying, and the Reserve Bank of Australia keeping interest rates unchanged. Tim Waterer, Chief Market Analyst at KCM Trade, takes stock of these developments and how they might dictate market direction.
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September 2024 is poised to be the busiest month for IPOs in India in 14 years. The Reserve Bank of India attributes this surge in activity to heightened interest in SME IPOs, with oversubscriptions reaching record levels. Pramod Amthe, Head of Institutional Equity Research at InCred Capital, joins us to unpack the IPO boom in one of the world’s most closely watched emerging markets.
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China announced a monetary policy stimulus package this week, coupled with the promise of stronger policy support. Are the latest measures sufficient to deal with the deflationary pressures and the beleaguered property sector? Song Seng Wun of CGS International Securities weighs in.
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The US energy sector has seen positive price action, with Vistra Corp and Constellation Energy coming out as top performers on the S&P 500. Can energy stocks that supply power to data centres replace tech stocks for the AI trade? Tony Nash of Complete Intelligence weighs in on this and more.
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The transportation sector has encountered several challenges in the first half of this year, including supply chain disruptions, the Red Sea crisis, and adverse weather conditions in Asia. These factors have been reflected in the mixed earnings of key players. Will the second half of the year provide some relief? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia, shares his analysis.
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The transportation sector has encountered several challenges in the first half of this year, including supply chain disruptions, the Red Sea crisis, and adverse weather conditions in Asia. These factors have been reflected in the mixed earnings of key players. Will the second half of the year provide some relief? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia, shares his analysis.
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Malaysian Real Estate Investment Trusts have recorded a 7% year-to-date rise on the Bursa Malaysia REIT Index in 2024. Jessica Low, a senior analyst at MIDF Research, provides her insights into the outlook for these asset classes and whether or not the current positive momentum still has legs.
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While many analysts are bullish on the US economy achieving a soft landing, independent market analyst Laurent Lequeu is less sanguine about the the outlook. He weighs in on projected trends for the US economy, as well as the potential effects of the PBOC's monetary policy stimulus on Chinese equities.
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Does the 50 basis point rate cut by the US Federal Reserve still signal a healthy US economy? We get reactions from Joe Quinlan of the US Trust-BOA Private Wealth Management on the likelihood of a soft landing and headwinds that could derail these projections.
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Last week was a historic one for Wall Street, as the Fed delivered a super-sized rate cut and all three indices are now near record levels. What are the key economic indicators to watch for signals on the health of the US economy and how might other central banks pivot in response to the Fed's easing cycle? We discuss market trends with Kingsley Jones of Jevons Global.
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Malaysia has experienced weaker consumer confidence in the first half of this year, driven by the boycott movement and the rising cost of living. With the recent strengthening of the Ringgit and interest rate cut by the US, could this help boost sentiment and stimulate consumption in our country? Syifaa' Mahsuri Ismail, Equity Analyst at Hong Leong Investment Bank, shares her outlook on consumer stocks.
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Singapore’s Second Finance Minister, Chee Hong Tat, recently announced plans to review regulatory structures in an effort to revive the city-state’s equities market. These steps follow increasing calls from industry players for government intervention to address the shrinking market capitalisation and sluggish trading volumes on the SGX. Adrian Loh, Head of Research at UOB Kay Hian Singapore, shares his perspective on the outlook for Singapore’s capital market.
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Two days after the US Federal Reserve announced a 50-basis-point rate cut, equities reacted strongly with the Dow Jones and S&P500 indices closing at record highs, and above key resistance levels. Tim Mulholland, President at TJM Limited in Chicago analyses the market response and where there might be opportunities for investors going forward.
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The US Federal Reserve has lowered interest rates for the first time in more than four years, reducing the target for its key lending rate by 0.5 percentage points, to the range of 4.75%-5%. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his insights into how this decision affects equities, currencies and the overall global economy.
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Hong Kong’s equity market fell behind India’s in total share value for the first time earlier this year, slipping to eighth worldwide in terms of the value of listings in 2024, behind even Madrid and Amsterdam. Peter Lewis, Director at Peter Lewis Consulting (China) Ltd, gives his take on the future potential of Hong Kong, whose performance is tied to China’s economic and business sentiment.
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The FBMKLCI has strengthened by 14% on a year-to-date basis, while the Ringgit has appreciated by 10% against the US Dollar. What's driving confidence in the Malaysian economy, and which equities could see upside from these trends? We get an analysis from Chehan Perera of CGS International.
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The US Federal Reserve begin their two-day policy meeting today with investors widely anticipating the first expected rate, unwind its cycle of aggressive hikes, which started in March 2022. Yeap Jun Rong, a market strategist at IG International talks about how this decision might impact equities as well as the US dollar in the coming months.
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The central banks of Brazil, Norway, South Africa, Japan and Britain are all expected to hold policy meetings this week. But perhaps the most watched will be the US Federal Reserve. Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management, shares his insights into whether or not a rate cut will happen and at what quantum.
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The bets are on for the number and quantum of Fed rate cuts till 2025. We ask Tim Waterer, Chief Market Analyst, KCM Trade for his expectations and what will be the neutral rate. We also ask his views on the Chinese equity markets which have hit a low last seen in 2019.
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Singapore’s Real Estate Investment Trust (REIT) sector has been seeing a sluggish performance as the iEdge S-Reit Index is down by 2.8% on a year to date basis, underperforming the broader Strait times index which is up 9% for the same period. Krishna Guha, Analyst at Maybank Securities gives us his perspective and what are this top picks.
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JP Morgan and Goldman Sachs have warned of lower earnings. We ask Tony Nash, CEO, Complete Intelligence why and how this is correlated to the Fed Fund rate cut. We also look at the recent appreciation of the Yen and does this mean the end of the Japanese equity rally.
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With the Federal Reserve set to cut rates in September, what are the implications to Asean markets after a relatively good run. Andrew San, Head of ASEAN Equities, Amundi Malaysia gives us his perspective whilst looking specifically at Malaysia which is the best performing market in the region.
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The US inflation report and consumer sentiment survey will be the data points coming out this week ahead of the Federal Reserve FOMC meeting on 17-18 September. Will this calm concerns over the US economy's health? Economist Carlos Casanova of UBP gives us his projections for the Fed monetary policy.
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SGX did start on a weak note at the beginning of the year but it appears fortunes might be changing as it's up more than 8% on a year to date basis. What were the catalysts for rerating and is there still an upside in a rate easing cycle? Geoff Howie, Market Strategist, at Singapore Exchange tells us.
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Investors are obviously jittery ahead of the FOMC meeting next week with markets in a volatile mode. Kelvin Wong, Senior Market Analyst, OANDA tells us what to expect in terms of the rate cuts and how best to position for that.
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The question is not if the Federal Reserve will cut rates but the magnitude. A question that we pose Kingsley Jones, Chief Investment Officer, Jevons Global whilst asking him if he would consider the Australian market a safe haven based on the state of the economy.
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All eyes will be on the US jobs report coming out on Friday. What are the expectations for unemployment data and what this means for the Fed's next moves? Tim Mulholland of TJM Limited gives us his take and discusses other trends moving markets.
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The first trading day of September in the US was the worst since August 5, partly spooked by the ISM manufacturing data that missed forecasts. How are markets factoring expectations for September rate cuts by the Federal Reserve? We get analysis from Vishnu Varathan of Mizuho Bank.
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The FBMKLCI is rallying on the back of feel-good vibes following the second quarter earnings season. What are the key takeaways from the results and how should this factor into equities strategy? We wrap-up the Q2 earnings season with Alexander Chia of RHB Investment Bank.
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Wall Street kicked off a traditional September slump with a tech sell-off which saw the major indices tumbling as much as 3.3%. Jack Kouzi, Director for Strategy at VFS Group shares his views on what to look for in the coming month with the US Federal Reserve likely to announce rate cuts and as China's property sector continues to hurt.
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US data points are hinting of a slowdown but is a recession round the corner? Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter tells us his perspective whilst weighing in on where to park your money in these confusing times.
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The Singapore government recently narrowed the GDP growth target from 1-3% to 2-3% for 2024. We ask Song Seng Wun, Economic Advisor, CGS International Securities, Singapore of his expectations for growth and will MAS adjust the currency band of the their dollar.
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We examine the recent results from consumers names like Ulta, Lululemon and Dollar General and what this means about the state of the US consumer with Michele Schneider, Chief Strategist, Market-Gauge. She also explains the price movements of commodities like gold, sugar and silver and why they are reflective of the markets.
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The clearest sign that the Federal Reserve will be cutting rates came at the Jackson Hole Conference. What does this then mean for the fixed income space and will it offer the twin benefits of yield and capital return? Howe Chung Wan, Managing Director & CIO of Fixed Income, Asia, Principal gives us that answer.
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The Federal Reserve has signalled its readiness to pivot in September, but what does that indicate about the trajectory of the US economy? Tony Nash of Complete Intelligence decodes the signals.
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As the Fed shifts attention from inflation to jobs and labour data, we ask Carlos Casanova, Senior Economist, UBP whether we still are on course for a Fed rate cut and its implications on ASEAN currencies amid a softening demand for consumer spend in China.
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The markets has appeared to price in a 25bps cut in interest rates at September's FOMC, so where should one deploy new money? Yeap Jun Rong, Market Strategist at IG International gives us some ideas including the laggards like property whilst weighing in on the technology sector as we wait for Nvidia results.
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The Australian equity market is registering a return of 6.4% year-to-date. We ask Kingsley Jones, Chief Investment Officer, Jevons Global for his views on the market, what are the buying opportunities and whether there is better value in other markets.
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The US equity markets have been range bound after this month's early correction as the Fed rate cut has been priced in. What then is the investment strategy to adopt for the rest of the year and are there opportunities beyond the developed markets? Tim Mulholland, President, TJM Limited of Chicago tells us.
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The sharp fall in Japanese equities can be explained by the unwinding of the Yen carry trade as it now firmly stands at 145 to the US Dollar. But is there more unwinding to follow and how does it inform on the Bank Of Japan's monetary policy. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us.
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The narrative on Chinese stocks has been focused on weakness in the economy, but the latest earnings season shows resilience within China tech names. We discuss the standout results from Chinese equities with Jack Kouzi of VFS Group, and other trends impacting global markets.
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The Jackson Hole Economic Policy Symposium, an annual gathering to discuss central banking policies will be held later this week with all eyes on Fed Chair, Jerome Powell as he presents the US economic outlook. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what to expect and how that might impact global markets.
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Recent data points have pointed to a weakening of the US economy but does that confirm if it is in a recession? Laurent Lequeu, Independent Market Analyst, Writer at The Macro Butler Newsletter tells us his perspective and whether we should adjust our investment strategy on the back of this.
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Markets are expected to remain volatile as there is no certainty as to the Fed fund rate path. We ask Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management what is the investment strategy to adopt in light of this and if Japan equities remain an opportunity despite the appreciation of the Yen.
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The Singapore government released their GDP forecast and then narrowed their target for the year from 1-3% to 2-3%. We ask Carlos Casanova, Senior Economist, UBP if there is downside or upside risk to this data point. We also dive into the last PPI figures from Japan and how that will inform the BOJ's monetary policy.
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In the last month, the US dollar has declined by more than 1% against a basket of major currencies. With the Federal Reserve set to cut rates in September, does this mark the end of the King Dollar. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us his perspective whilst weighing in on the strength of the US consumer as consumption is still 70% of GDP.
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US markets have almost recouped all their losses from last week. So was that the beginning of a market correction or just a technical blip? Kingsley Jones, Chief Investment Officer, Jevons Global gives us his perspective and ideas for a defensive portfolio.
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After the best performing day for S&P500 since 2022 on Thursday, we ask Tim Mulholland, President at TJM Limited, Chicago, what investment strategies to adopt in light of the intense volatility. We also delve into the unwinding of the Japanese carry trade and is more to come on that front.
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The Yen snapped a 5-day rally on Tuesday, and continued to trend lower yesterday after Bank of Japan Deputy Gov Shinishi Uchida’s remarks that the BOJ will not raise interest rates when markets are unstable. Does this mean that rate hikes are now off the table for this year?
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Global markets have bounced back after investor jitters over a potential US recession, dimming prospects of A.I. tech and monetary policy tightening wreaked havoc on Monday. Is the selling done or is this the calm before the storm? Jack Kouzi of VFS Group weighs in on market sentiment and strategies to weather the volatility.
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Japan was one of the best performing markets, up 27% on a year to date at its peak but also corrected sharply to then recover. What strategies should we employ in a volatile market and what are the opportunities? Andrew Jackson, Head of Japanese Equity Strategy at Ortus Advisors gives us his perspective.
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There has been a massive shift in market sentiment, barely a week since last Wednesday’s FOMC meeting which provided the strongest confirmation that a September rate cut is imminent. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us why markets have since turned very volatile and if this presents a buying opportunity or should we take refuge in safe haven assets.
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Last week Bank Negara released the latest banking statistics. What does it reveal about the state of households, businesses and even the economy? Nabil Thoo, Analyst, RHB Investment Bank tells us whilst giving us a preview of banking stock earnings and what his top picks are.
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The July non-farm payrolls signalled a weaker US labour market than anticipated, triggering a massive sell off of US equities on Friday. In just a few days, market narrative has flipped from a soft landing to looming recession. Are investors overreacting? Yeap Jun Rong of IG International weighs in on these developments.
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Japan raises key interest rates for the second time in 17 years. We discuss the implications on markets, yen and the economy with Tim Waterer, Chief Market Analyst at KCM Trade.
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Fed Chair Jerome Powell's comments after the latest FOMC meeting have reaffirmed expectations of a September rate cut. We discuss the implications of the move and whether anything could derail these plans with Tony Nash of Complete Intelligence.
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It's a busy week for central banks with Japan, the US and even the UK meeting for their key meetings. Will we see divergent monetary policies this time round? Carlos Casanova, Senior Economist at UBP gives us his perspective.
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The performance of India’s and China’s equity markets are a tale of two halves. The Nifty 50 achieves a return of close to 15% while the CSI 300 is down 1% on a year-to-date basis. Ken Wong, Client Portfolio Manager, Asian Equities at Eastspring Investments tells us what is their strategy for both markets and what the opportunities are.
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All bets are for a Fed rate cut in September with markets already pivoting against backdrop of lower rates. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as to which sectors will benefit and which don't.
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The Nikkei 225 has corrected by more than 8% from its peak while the Yen continues to strengthen against King Dollar as the unwind trade persists. We ask Kingsley Jones, Chief Investment Officer, Jevons Global if this is the time to take money off the table or is the outlook still positive.
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From the peak, Nasdaq 100 has corrected by more than 7% and from its peak is the tech rally after the disappointing numbers from Tesla and Alphabet. Tim Mulholland, President, TJM Limited from Chicago gives us his perspective whilst weighing in on the Japanese equity market.
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A key trend in healthcare is the growing use of Artificial Intelligence (AI), expected to transform the sector in various ways. Given these developments, what are the prospects for Malaysia's healthcare sector and which listed companies stand to benefit? Imran Yusof, Head of Research at MIDF Investment Bank gives us those answers.
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The Yen has rallied the most since May as investors unwind the carry trade. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank what challenges this puts on the Bank of Japan as they attempt to raise rates and taper their bond purchasing program.
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The auto sector is in fifth gear with the Malaysian Automotive Association (MAA) boosting its 2024 vehicle sales forecast to 765,000 units. Daniel Wong, Analyst at Hong Leong Investment Bank tells us the reasons for this uptick in sales. We also dive into which of the listed companies stand to benefit.
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The earnings season of the Magnificent Seven has started with a tale of two halves. Alphabet doing better than expected while Tesla disappointed. We ask Jack Kouzi, Director for Strategy, VFS Group as to how to interpret these contrasting set of results and what does this mean for the sector overall.
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With Joe Biden pulling out of the US Presidential race, political risk has increased for markets. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, how markets will react till November and what safe haven assets to consider.
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Overnight, President Joe Biden has pulled out of the presidential race. Laurent Lequeue, Independent Market Analyst and Writer of The Macro Butler Newsletter gives us his views on how markets will react to this and what are the defensive strategies to adopt.
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The Bursa Malaysia Technology Index is up more than 20%, outperforming the broader FBMKLCI taking its cue from the US tech stock. We ask Desmond Chong, Head of Research, UOB Kay Hian Securities Malaysia if there are still legs to this rally and which of the listed companies will emerge winners.
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Global stocks have been in flux following heightened projections that Donald Trump could return to the White House, with tech stocks particularly taking a hit. How are investors positioning themselves for this likelihood? We discuss market trends with Tim Waterer of KCM Trade.
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Tech stocks plunged overnight on the back of comments by Republican presidential nominee Donald Trump on future policies. What does this mean for the tech equities play? We discuss these themes and more with Tony Nash of Complete Intelligence.
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Asian markets are a tale of two halves with Japan, Taiwan, Vietnam and Malaysia doing much better than the likes of Indonesia and Thailand. We speak to Lim Chia Wei, Associate Director of Equities, AHAM Asset Management as to whether that trend will continue for the rest of 2024 and what investment strategy they are adopting in these volatile markets.
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China’s second quarter GDP growth slowed to 4.7%, the weakest in five quarters. Will efforts to boost high-tech manufacturing lead to stronger growth in the second half, and can any policy be expected from the ongoing Third Plenum? We get insights from Carlos Casanova of UBP.
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With US markets hitting another record high, we try to distinguish if this is the Trump effect or backed by more fundamental reasons. Michele Schneider, Chief Strategist at Market-Gauge, breaks it down for us whilst giving us her impression of China's GDP figures.
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The construction sector has outperformed the broader market with the KL Construction Index up more than 50% on a year to date basis, beating the FBMKLCI return of 11%. We ask Loong Chee Wei, Head of Research for Affin Hwang Investment Bank Bhd if there are still legs to this rally and what are the companies that will benefit from the raft of new projects.
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There are signs that the US equity rally is broadening out to other sectors. Is this time to sell tech and rotate into the laggards? Peter Lim, Founder & Chief Research Officer, Trident Analytics Sdn Bhd gives us his perspective whilst also weighing in on China's market performance.
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Singapore’s Straits Times Index has risen by 7.7% on a year to date basis pushing markets to the best year since 2021 thanks to the trinity of banks; OCBC, UOB and DBS rising to record highs. Is this momentum sustainable and what then is the best investment strategy to adopt for this island state. Adrian Loh, Head Of Research at UOB Kay Hian Singapore gives his views.
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The tech-heavy Nasdaq lost 2% on the back of heavy selling of Nvidia and Tesla. We ask Tim Mulholland, President, TJM Limited in Chicago if the era of the magnificent seven is over and should we relook at the broader market.
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Indonesia is the 2nd worst-performing equity market in ASEAN, on a year-to-date basis after Thailand. This is despite the economy expanding strongly in 2023. We speak to Jerry Goh, Asean Equities Investment Manager, ABDRN as to what investment strategy to adopt and the re-rating catalyst to watch out for.
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U.S. Federal Reserve Chair Jerome Powell completed his 2-day semi-annual testimony before Congress yesterday. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank for whether it gives any hint as to when the central bank will finally cut rates.
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The Singapore Straits Times Index staged a last minute rally in the last week of June to end the 1st half of the year up 5.8%. Geoff Howie, Market Strategist, Singapore Exchange gives the reasons for this and if we can expect the same in the 2nd half whilst also weighing in on what growth we can expect for the economy as the city state is set to announce 2nd GDP data this week.
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China’s benchmark index, the CSI 300, has been on its longest losing run since 2012. What accounts for the weakness in market sentiment and how might the broader economic outlook impact trends moving forward? We get analysis from Jack Kouzi of VFS Group.
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Last week, two European countries headed to elections with one ending with an expected outcome, the other proved to be a surprise. With Labour firmly in charge of the UK whilst there may be political gridlock in France. What then does this mean for their respective economies and currencies?
Saktiandi Supaat, Head of FX Research, Global Markets, Maybank Singapore tells us.
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With the Fed Reserve Chair Jerome Powell’s semi-annual testimony at Capitol Hill, June’s Consumer Price Index coming Thursday, and the possibility of two rate cuts happening in 2024, we get some insights from Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management for his thoughts on the US economic outlook.
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The Labour party led by Keir Starmer is projected to return to power in the UK but what economic challenges await him and why is the Pound so strong despite the changing of the guard. Shane Oliver, Chief Economist, AMP Capital gives us his perspective whilst weighing in when the Fed will start raising rates and by how much.
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In 2022, roughly 460 Terawatt hours were consumed globally by data centers and that figure could double by 2026, equal to that of Japan’s entire electricity use. With utility companies standing to benefit significantly from datacenter electricity demand. Will Malaysian utility companies stand to benefit too? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia gives us his perspective.
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Tesla and Nvidia are polar opposites amongst the Magnificent Seven with Nivida the tech darling but with both seeing price correction, is it time for a relook? Tony Nash, CEO, Complete Intelligence gives us his perspective whilst we also try to interpret the Fed Minutes as to when a rate cut will happen.
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There has been a series of mixed US economic data which has led to volatility in the US bond market with sharp swings in yield. We ask Song Seng Wun, Economic Advisor, CGS International Securities, Singapore to help us to distill rumour from fact to have a better sense of where the global economy is heading.
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The FBMKLCI has continued to outperform other ASEAN markets save for Vietnam in 2024. We ask Jeremy Goh, Head of Research, Hong Leong Investment Bank if the markets can still rally even after a year-to-date return of 10% and what investment strategy to adopt.
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There are concerns that cracks in the economy are starting to show with US Treasuries reacting as yields have risen of late above 4.5%. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if that means the Federal Reserve will raise rates sooner rather than later. We also ask what is the best asset allocation strategy to adopt in the 2nd half of this year as US markets have already rallied with the S&P500 and Nasdaq up by 14% and 19% respectively.
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The S&P 500, Nasdaq and the Nikkei closed the first half of 2024 in double-digit positive territory. Are US and Japan equities still the preferred markets for the second half of the year? We get views and strategy suggestions from Kingsley Jones of Jevons Global.
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The total industry volume (TIV) data for the first five months of 2024 indicate that the auto sector is on track to achieve its TIV projections of 740,000 vehicles this year. However with two years of record sales in Malaysia, the likelihood that petrol subsidies will be removed and rising cost of living pressure, could sales ultimately disappoint in the 2nd half of the year? We discuss the outlook for the automotive sector with Syahril Hanafiah of RHB Investment Bank.
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2024 started on the right note for the Malaysian equity market with a year-to-date gain of 9%. Only beaten by Vietnam but doing much better than other ASEAN markets like Singapore, Philippines, Thailand and Indonesia, Imran Yusof, Head of Research, MIDF gives us the outlook for the rest of the year and what stocks to pay attention to.
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Japanese Yen is under pressure due to US dollar strength, hitting a new low since 1996. Are we getting closer to a possible rate hike by the Bank of Japan? We discuss this and other trends with Vishnu Varathan of Mizuho Bank.
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China’s 618 e-commerce festival saw sales fall by 7% on-year, down for the first time since 2016. Amid weak domestic consumption and an ongoing property slump, will China's upcoming third plenum provide positive impetus for the economy and markets? We discuss these trends and more with Jack Kouzi of VFS Group.
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This week, markets will be closely watching the Fed Reserve’s preferred inflation gauge, namely the Personal Consumption Expenditure (PCE) index for May, which will be out on Friday morning US time. How will the inflation data shape the Fed's next moves? We discuss this and more with Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.
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On a year to date basis, Singapore Reits continue to underperform with a return of -14% versus the broader FBMKLCI gain of 1.7%. This as the spread between the average yield of SREITs and the risk-free rate has narrowed but is it time to bottom fish? Krishna Guha, Analyst, Maybank Securities tells us whilst giving us pointers on how to spot a quality reit.
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In a year with more than 80 elections due to take place, have markets priced in the political risk. Laurent Lequeue, Independent Market Analyst gives us his answer whilst we delve into when the Fed will start cutting rates considering the spate of weak US economic data.
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In the last month, the FBMKLCI has corrected by 2.1%. Is this just a healthy correction or the end of the rally we enjoyed since the beginning of the year. Sean Yap, CEO, M&A Value Partners Asset Management tells us what is the investment strategy to adopt and the sectors that we should pay attention.
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With Nvidia the most valuable company in the world, there are invariably comparisons to the dot com boom. We ask Tony Nash, CEO, Complete Intelligence if that is the case and it will all end in tears or are we living in very different times.
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In China, macro data for May has been mixed with industrial output lagging expectations, but retail sales beat forecast. We ask Carlos Casanova, Senior Economist at UBP if relaxing their monetary policy is a viable option whilst finding out what to expect from the all-important Plenum session in July.
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As Malaysia marches towards its zero carbon goals by 2050, more opportunities have opened up in the renewable energy space. We speak to Ong Chee Ting, Regional Plantation Analyst, Maybank Investment Bank to find out whether RE will be a viable earnings opportunity for planters with their landbank which could be converted to large scale solar projects.
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The S&P 500 and Nasdaq rose to new highs driven mainly by mega tech stocks. Jun Rong, Market Strategist at IG International tells us if this rally has legs or if there are similar opportunities in Asia. We also look at the correlation between the Japanese Yen and the Nikkei 225.
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Why have markets reacted positively to the hawkish tone of the Federal Reserve? How will Elon Musk's approved $56 billion pay package impact the share price of Tesla? We discuss this and more with Tim Mulholland of TJM Limited.
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Prime Minister Datuk Seri Anwar Ibrahim has revealed that Malaysia has approved approximately RM115 billion worth of investments in data centres and cloud services. This is part of the country’s push to be a sustainable Artificial Intelligence Data Centre destination in South East Asia. We speak to Adam Mohamed Rahim, Equity Research Analyst, RHB Research for which contractors will stand to benefit from this trend.
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It was a big day of data releases, with May's Consumer Price Index (CPI) followed by the Federal Reserve holding rates flat albeit signalling one rate cut this year. We unpack the implications of this with Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank and the timing of this cut considering the November US elections.
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Vietnam is one of the rising star economies in Southeast Asia, with GDP growth projected between 5 to 6% this year. Its stock market has also outperformed the broader region, with returns up 14% on a year to date basis. However what do we know about their growing middle class? Lance Noble, Head of China Reality Research at CLSA tells us on the back of their recently released report and how they will contribute to the country’s growth story.
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Apple share price rallied 7% yesterday albeit not immediately after their Worldwide Developers Conference (WWDC) event which took place on Monday. We ask Jack Kouzi, Director for Strategy, VFS Group why the delayed reaction and are their AI announcements the much needed catalyst after a sluggish performance this year.
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This week, there is a flurry of US data which will point to if the Federal Reserve has got a handle on inflation. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective and what this means for the Fed Fund rate whilst weighing in on the defensive options.
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First quarter result season for banks has just concluded. Chan Jit Hoong, Senior Analyst, Hong Leong Investment Bank tells us about the quality of earnings and if we can expect any negative surprises for 2024 whilst weighing in on his top buy ideas.
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The Bursa Malaysia Property Index is up 30% on a year-to-date basis, so are there legs to this rally? Does the recently concluded result season give us clues on this? Jessica Low, Analyst, MIDF Research tells us and what are her top picks to the sector.
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US non-farm payrolls came in at 272,000 in May, beating consensus forecast of 190,000, while wages rose 4.1% YoY, an uptick from April’s 3.9% increase. Is the US economy too strong and what does this mean for the Fed Fund rate. We ask Tim Waterer, Chief Market Analyst, KCM Trade for his views on this and whether the AI investment theme is relevant.
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In a year where there are at least 40 elections with the UK, EU and of course the US heading to the polls, should election risk factor into the investment strategy? Kingsley Jones, Chief Investment Officer at Jevons Global tells us his perspective while weighing in on the recent share price surge of Nvidia and if this means that tech is overvalued.
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After the surprising outcome of the Indian election, the equity market corrected sharply. We speak to Pramod Amthe, Head Of Institutional Equity Research at InCred Capital on what investment strategy to adopt and the top picks for what may be a volatile market.
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Nvidia is now the 2nd most valuable company in the world after Microsoft. Is this title deserved?
Tony Nash, CEO, Complete Intelligence answers that questions whilst also explaining why US bond yields are falling.
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What are the key takeaways from corporate Malaysia's first quarter earnings results? We check in with Chehan Perera of CGS international for his impressions and whether it warrants an upgrade on the FBMKLCI year end target.
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This week, U.S economic data was slightly negative causing US treasuries yields to rise as investors took it as a sign that the Fed will raise rates.
Carlos Casanova, Senior Economist, UBP tells us if markets are right and what knock on effect it will have on Asian rates and currencies.
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A correction is not implausible as the US heads for an election in November as political risk weighs down on sentiment. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what strategy we should adopt to prepare for that whilst we ask if the US dollar still remains a safe haven asset.
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Former President Donald Trump has been found guilty of all 34 charges in the New York hush money trial. We speak to Tim Mulholland, President, TJM Limited, Chicago if that will have any impact on US markets or if that has already been priced in.
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The Straits Times Index (STI) has entered positive territory in recent weeks, after languishing in the red for the better part of the first quarter. What’s driving the upward momentum in market sentiment and is this rally sustainable.
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US consumer confidence unexpectedly improved in May, after deteriorating for three consecutive months. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us if this will force the hand of the Fed to keep rates higher for much longer than expected and what this means for currencies including Emerging Markets.
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Nvidia continues to surge causing the Nasdaq to go above 17,000 for the first time in history but is the rally overdone ? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management provides that answer whilst giving us other options to consider if we still want exposure to the AI theme.
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Despite last week’s volatility, the Dow is still up more than 3% in May, while the S&P 500 and Nasdaq have gained 5% and 8% respectively. Does the market still have upside and how should we position for it. Jack Kouzi, Director for Strategy, VFS Group tells us his perspective.
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Singapore recently reported benign inflation and better than expected GDP growth of 0.1% vs. a median expectation of -0.3% . We ask Song Seng Wun, Economic Advisor at, CGS International Securities how this city state has managed to beat expectations and is it on on course to meet their growth target of 1-3% growth for 2024.
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Although recent FOMC minutes suggest that some Fed officials are prepared to raise rates due to sticky inflation, its does appear that they have engineered the near impossible task of a soft landing. What then does this mean for the US and Malaysian bond markets and are there still investment opportunities? Jesse Liew, Chief Investment Officer for Fixed Income, Principal Southeast Asia tells us.
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Although Nvidia results beat street expectations, is that enough to maintain the positive momentum in US equity markets? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management answers that question whilst also providing alternative investment strategies for those who want a more defensive portfolio.
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Nvidia results were better than street expectations with revenue at USD26 billion . Tony Nash, CEO, Complete Intelligence critically examines the numbers to determine if AI is hype or has strong monetisation potential. We also try and uncover the recent rally in metals and if that is sustainable.
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Copper surged to its highest levels ever while Gold surpassed the previous record seen in April. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management explains why we are seeing a metal rally and are miner's the best proxy.
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The Dow Jones Index made history closing above 40,000 points on May 17th. Kingsley Jones, the chief investment officer at Jevons Global, talks about the sectors driving this rally including defence stocks, driven by the many wars worldwide, as well as AI, and whether or not there is room for it to move higher.
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With a CPI print of 3%, its looks like the Fed has achieved the goal of slowing both inflation and growth. Tim Mulholland, President, TJM Limited, Chicago tells us if he agrees with that perspective whilst weighing in on the Japanese economy and if their Ministry of Finance will intervene to prop up the yen when it crosses 160 against the US dollar.
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We ask Clifford Bennett, Independent Economist what does the recently released US CPI report tell us about inflation and the direction of the Federal Reserve Monetary Policy.
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Malaysia has been the dark horse, up to 10% on a year to date basis. We ask Peter Lim, Founder & Chief Research Officer, Trident Analytics Sdn Bhd what are the investment opportunities especially with the impending tariff hikes on an array of Chinese goods.
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Analysts have upgraded their calls the most aggressively in two years after 459 companies in the S&P500 posted profits that were on average 8.5% higher than expected. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management interprets this for us and what to expect from the Eurozone economy as Germany exits from almost stagflation conditions.
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The Malaysian Ringgit has depreciated against the US dollar on year to date basis but not as severely as other currencies. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us what are the correlations to pay attention to when looking at Asian currencies and if the Federal Reserve is too stubborn for their own good.
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US reporting seasons is almost coming to an end and it was generally positive but what does forward guidance indicate? We ask Laurent Lequeue, independent market analyst and Writer of The Macro Butler Newsletter for his take on this and also if China will achieve its GDP target of 5% for 2024.
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Although US earnings season has been generally been positive, corporate guidance has been more conservative. Tony Nash, CEO, Complete Intelligence tells us what this means for equity returns. We also try and dissect EV stocks to discern if there is value even amongst the Chinese auto players.
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The FBMKLCI has finally managed to be the best performing market in Asean on a year to date basis. Imran Yusof, Head of Research, MIDF tells us the reasons for this outperformance and if we should remain optimistic. We also delve into what are his top picks for Bursa Malaysia.
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With the Hang Seng and Shanghai Composite Index rallying in the past few sessions, we ask Carlos Casanova, Senior Economist, UBP if this means that the concerns over a slowing economy in China are unwarranted. We also ask if the Fed has managed to pull off the amazing feat of getting the economy to achieve a Goldilock's moment.
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With 80% of S&P500 companies reporting numbers better than expected, will earnings till surprise on the upside in coming quarters? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us his views whilst weighing in if there are still buying opportunities in Hong Kong and China even after the recent rally.
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With the Federal Reserve maintaining the mantra of “Higher for Longer” with a strong US economy and sticky inflation, what does this mean for policy rates? And subsequently its implications on Asian rates and currencies. Ang Beng Kuan, Head of Investments, Hong Leong Islamic Asset Management tells us whilst weighing in on what fixed income investments are a good alternative to cash?
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The Hang Seng Index has enjoyed a strong rally but does it still have legs? Kingsley Jones, Chief Investment Officer, Jevons Global weighs in on this whilst giving us his views on Apple's recent results. We also also examine the results of the 80% of companies on the S&P500 that reported and if that will fuel markets further.
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Although the Fed has signaled that a rate cut is pending, is a hike actually impossible if the economy doesn't cool fast enough. Tim Mulholland, President, TJM Limited, Chicago gives his perspective whilst weighing in on the results of the magnificent seven which have been mainly above expectations.
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The US Federal Reserve has indicated that it doesn't plan to cut interest rates until it is more confident of inflation is convincingly under control. This is after it maintain the current two-decade high rate at around 5.3%. Vishnu Varathan, the Head of Economics & Strategy at Mizuho Bank analyses this decision as well as shares his insights on the current weakness of the Japanese yen.
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Markets are not expecting the Federal Reserve to cut rates this Wednesday but have they engineered a soft landing? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his opinion whilst weighing in on the Yen which has hit a 34 year low against the US dollar.
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US markets staged their best weekly rally on the back of strong earnings from Alphabet and Microsoft. Is it time to still buy the AI theme? Yeap Jun Rong, Market Strategist, IG International tells us whilst weighing in on whether the Japan's Ministry of Finance will intervene to support the Yen after it hit a 34 year low against the US dollar.
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Four out of the Magnificent 7 tech stocks have reported quarterly earnings. Mish Schneider, Chief Strategist, Market-Gauge.com tells us how much of a divergence are we seeing in terms of performance and why these results still matter in spite of the Fed keeping pat on rates.
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Meta, Boeing and Ford were some of the major US companies reporting earnings results overnight. Tony Nash, CEO of Complete Intelligence joins us to analyse how investors responded along with how commodities like gold and crude oil performed onvernight, along with how the Japanese yen has plumbed multi-decades lows against the US dollar.
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There is increasingly speculation that the federal reserve might be raising rates with the US economy showing no signs of a slowdown. We ask Carlos Casanova, Senior Economist at UBP if that theory is a possibility. We also ask what impact a strong dollar has on emerging markets and will it force the hand of central banks to raise rates too?
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Last year alone, approximately 14 million electric cars were sold, with BYD and Tesla fighting for the top spot in the sector. But even with price cuts, the overall market has dwindled. Ray Kwok, Director , CGS International Securities Hong Kong shares with us the future of the market and who might come to dominate.
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As we head into the thick of US reporting season, we ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management which matters more; earnings or Fed Fund rates. We also ask if it's too early to write off Japan and Korea which has seen heavy selling of late as investors lock in gains.
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On a year to date basis the Jakarta Composite Index has underperformed its regional peers despite the many domestic catalysts and political stability. We ask Jerry Goh, ASEAN Equities Investment Manager, ABDRN what investment strategy to adopt against the backdrop of the weakening Rupiah.
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Although unemployment remains low, consumer sentiment has been weighed down by rising cost of living pressures and the weak Ringgit. As for consumer companies, the sharp rise in input cost from fuel to more expensive commodities like cocoa and sugar have meant that margin compression is a concern. We speak to Genevieve Ng, Consumer & glove analyst at MIDF Investment Bank for an outlook on the consumer sector and what the top buys are.
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Its a big week for US results with almost 180 companies on the S&P500 due to report. We ask Kingsley Jones, Chief Investment Officer at Jevons Global as to how important is this earnings seasons and what does the economic data tell us about Fed Fund rate cuts. We also ask him if Australia will be the lucky country again with investors as the returns have been rather anemic for 2024 so far.
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US equities and Treasuries continued their sell off this week after the realization that the Fed mantra of higher for longer is here to stay. Tim Mulholland, President, TJM Limited, Chicago tells us if volatility is here to stay and how we should position for that.
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With the US economy continuing to show growth month on month, questions arise as to when the first Fed Fund rate cut will take place. Jesse Liew, Chief Investment Officer, Fixed Income, Principal Southeast Asia helps us answer that question and what this means for global bond markets including Malaysia.
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The US Fed's job has been made more complicated by the sticky inflation readings and robust economic data, with Fed Chair Jerome Powell indicating that rates could stay higher for longer. How will this affect emerging market economies? We get analysis from Vishnu Varathan of Mizuho Bank.
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China’s gross domestic product (GDP) grew 5.3% in January-March from the year earlier, higher than the Reuters poll for a 4.6% increase. We ask Jack Kouzi, Director for Strategy, VFS Group. if the worse is over for its economy and what then is the investment strategy to adopt in China.
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Geopolitical tensions and Fed Fund rate cuts remain the preoccupation of markets in recent days but the sharp correction has put into question whether the US rally is over. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective and does this mean that its time to consider safe haven assets.
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Chinese equities have recovered from the low's seen in early March driven by a series of market popular measures and better economic data. However is this mini rally sustainable. Yu Junqiang, Fund Manager for Equities from Hong Leong Asset Management tells us whilst diving into the best investment strategy to adopt.
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Three major banks reported their results with all sounding more cautious of the outlook. Will this be reflected in the rest of US result season and what does this say about the economy. Clifford Bennett, Independent Economist tells us whilst we ask whether there will be any fallout in markets from Iran's attacks on Israel.
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Result season starts in the US with high expectations for the earnings growth of the magnificent 7. Tony Nash, CEO, Complete Intelligence tells us if there is a likelihood for disappointment and what would be the consequence of it.
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Bond yields rose to a 2024 high with 10 year Treasuries rose to 4.42%. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management what markets are telling us about the Fed Fund rate and if markets correct, what are the buying opportunities.
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With US March job numbers and manufacturing data exceeding expectations and further denting hopes of an early rate cut, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global about whether this is time to shift your portfolio in US equities.
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The world's largest democracy heads for elections this April. Will that derail the strong outperformance of India's equity markets? Pramod Amthe, Head Of Institutional Equity Research at InCred Capital tells us whilst weighing in the decision of the RBI on their REPO rate.
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Markets corrected sharply in anticipation that the Federal Reserve may not be cutting rates as aggressively in 2024, no thanks to a hot economy and sticky inflation. Tim Mulholland, President, TJM Limited, Chicago tells us what this means for markets and if there are other assets to consider.
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OPEC + chose to maintain their oil supply cuts for the first half of the year, which means that roughly two million barrels a day of output cuts will remain in place until the end of June. This has pushed prices to USD90bbl. Kong Ho Meng, Senior Analyst at Uob Kay Hian Research tells us if these prices are sustainable and what impact it has on the domestic players.
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Fed Chair Jerome Powell has reiterated that the central bank is on track to cutting rates this year although the pace and quantum remain uncertain. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank gives us his perspective on this and why is gold hitting record highs if the market is in high risk mode.
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In past years, Malaysia was an unloved market but in recent months, that has changed with the FBMKLCI up 6% on a year to date basis. Gerald Ambrose, Chief Executive Officer of Abrdn Islamic Malaysia tells us the reasons for this mini rally. We also ask him if there is still upside pontential and what would be the catalysts.
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China's manufacturing PMI in March exceeded expectations, coming on the back of upbeat export and retail sales data. How sustainable is this trend? Jack Kouzi of VFS Group weighs in on the outlook for Chinese equities and the names worth buying into.
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US corporate result season starts again and we check in with Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management for his outlook. We also take a look at the recent ISM report and what this means for the Fed Fund rate.
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China's official manufacturing purchasing managers index rose to 50.8 from 49.1 in February, the best reading since March last year which also beat analysts’ forecast of 50.1. We ask Song Seng Wun, Economic Advisor, CGS International Securities for what these numbers means for the economy and who could be the beneficiaries.
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The S&P 500 has been on a bull run, but there's growing speculation that equity gains may be reaching a plateau. We ask Tony Nash of Complete Intelligence on the data indicators to watch, as well as the trends affecting commodities, cryptocurrencies and the Japanese asset market.
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Asset prices all around the world are moving up at the same time - from stocks to gold to Bitcoin. What factors are driving the appreciation, and how sustainable is it going to be? We discuss the trends with Vishnu Varathan of Mizuho Bank.
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The Malaysian construction sector ended 2023 on a high, with total construction work value reaching RM132 billion ringgit, the highest in 4 years. Can this momentum be sustained in 2024? We discuss the outlook for the sector with Chong Tjen-san of CGS International Securities.
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Last week saw the US Federal Reserve maintaining interest rates but signalling at least 3 reductions are imminent. Meanwhile, the Bank of Japan has finally ended an era of negative interest rates. Luca Santos, a currency analyst at ACY Securities helps us understand the impact these decisions have had on the USD and JPY and what the future may hold for their values going forward.
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The US Fed’s preferred gauge of underlying inflation, the PCE Indicator, is due to be released this week. How might the latest data affect the projections for interest rate cuts in the coming months? We discuss this and other market trends with Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.
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What explains the increase in copper and silver despite China's muted manufacturing sector? Kingsley Jones of Jevons Global explains the factors driving commodity prices, and weighs in on Apple's outlook in light of legal challenges.
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The Singapore Straits Times Index has been increasing gradually in the last few days and might even tip into positive territory on a year to date basis. We check in with Geoff Howie, Market Strategist at SGX for an update and might the economy surprise on the upside?
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Many market observers are of the view that the goldilocks moment has been achieved by the Federal Reserve with their twin mandates intact without causing a recession. Tim Mulholland, President, TJM Limited, Chicago tell us his perspective whilst weighing in on the recent rally in markets, gold and even bitcoin.
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The Fed kept rates on hold as expected yesterday at between 5.25 to 5.5%. We ask Michele Schneider, Chief Strategist at Market Gauge for her perspectives on what this means for the economy and markets as it appears that the central bank is on track for three rate cuts in 2024.
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Recent data points point to a recovery in the Chinese economy with the equity markets taking note as the Shanghai Composite Index is up 3% on a year to date basis. Jack Kouzi, Director for Strategy at VFS Group tells us where are the opportunities in the market whilst weighing in on the potential headwinds.
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With the inflation print higher than expected in the US, will the Federal Reserve actually raise rates this year as opposed to market expectations of three rate cuts. Laurent Lequeue, Independent Market Analyst, Writer at The Macro Butler Newsletter gives us his perspective whilst telling us where to park our money if its risk off mode.
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The Vietnamese equity market is up 12% on a year to date basis. The country has in place the right ingredients for an economic boom like the +1 strategy and a growing middle class but what is a good investment strategy for a frontier market like this? Andrew San, Head of ASEAN Equities, Amundi Malaysia gives us that answer whilst also explaining why the FBMKLCI is another outperforming market.
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This week is a busy one for central banks but attention is focused on Japan and US as both are likely to take opposite positions in their monetary policies. Clifford Bennett, Independent Economist gives us his perspective and what this means for global economies.
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US has started to become expensive, trading at 21x PE, so is there still value to be found? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management gives us his perspective whilst taking a closer look at the Hong Kong and China markets.
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The FBMKLCI has defied expectations to rise 6% on a year to date basis but does this rally still have legs? And does the recently concluded result season gives us clues to this. Chehan Perera, Head of Research and Strategist at CGS international gives us the answers whilst telling us what his buy ideas are for Malaysia.
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We appear to be living in strange times as almost all asset classes are up in tandem. We ask Tony Nash, CEO of Complete Intelligence to explain this conundrum and how to invest in these confusing times.
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February's CPI print of 3.2% was higher than expected, yet US markets hit new highs. We ask Song Seng Wun, Economic Advisor at CGS International Securities in Singapore to explain this conundrum whilst asking him if he is a bear or bull on Chinese equities post their Two Session meetings.
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The market is beginning to expect the Bank of Japan to finally raise rates after decades of ultra low rates. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management his expectations and what that means for the Japanese equity markets whilst also discussing why the Euro is strong when the European economy is not.
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The banking system is seen as a barometer of the economy. What then does the recent corporate results and banking statistics from the central bank tell us? Chan Jit Hoong of Hong Leong Investment Bank gives us his perspective and also his top picks for the sector.
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The recent market rally in the S&P500 and Nasdaq is driven by a handful of stocks. Should we be concerned about the concentration risk? Kingsley Jones, Chief Investment Officer of Jevons Global tells us whilst we ask if there are other investment opportunities to consider like Australia.
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Nasdaq and S&P500 hit new record highs again but those gains are not broad based. In fact among the Magnificent 7, Apple and Tesla have been laggard with negative price performance on a year to date basis. We ask Tim Mulholland, President of TJM Limited, Chicago if it's time to bottom fish.
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Jerome Powell had told lawmakers that the Fed is in no rush to cut rates until they have won their battle against inflation. What does this mean for the the pace and quantum of Fed Fund rate cuts? Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us his perspective and what a Trump Presidency might mean for the world economy.
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At the National People's Congress, China’s government set a GDP target of five percent for 2024. We ask Jack Kouzi, Director for Strategy, VFS Group if this figure is achievable and if this will satisfy investors as market appear to be unconvinced.
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Singapore also recently concluded their 4th quarter result season. However, investors appear unimpressed as the Singapore Straits Times Index is down 4% on a year to date basis. What then is the best strategy to adopt to pick the winners and what are the headwinds it will face in 2024? Adrian Loh, Head Of Research at UOB Kay Hian Singapore tells us his views.
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As China's annual Two Sessions meetings take place this week, are there any signals that could revive foreign investor confidence in Chinese equities? We discuss this and other market trends with Joe Quinlan, Chief Market Strategist with the US Trust-BOA Private Wealth Management.
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With the pandemic over, the fight for the tourist dollar is intensifying in this region with Malaysia, Singapore and Thailand offering visa free travel for Chinese and Indian tourists. Singapore has even upped the ante by offering incentives to Taylor Swift to hold her shows only in the city state. Yin Shao Yang, Associate Director at Maybank Investment Bank analyses how the aviation and gaming sectors might perform this year.
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The S&P and the Nasdaq powered to record highs on Friday - why is upward momentum on U.S equities so strong despite slowing consumer sentiment and confidence in the economy? Markets analyst Tina Teng weighs in on what's influencing the US markets rally, and other regional trends to watch.
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On a year to date basis, the FBMKLCI Is up more than 6%, one of the better performing markets in Asia. We ask Imran Yusof, Head of Research, MIDF as to the reasons for this and also his views of the recently concluded corporate result season. We also ask him for his top buy calls for Malaysia in 2024.
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Markets rallied on the back of inflation data that was in line with expectations but will that exuberance last? Shane Oliver, Chief Economist, AMP Capital tells us his views whilst weighing on the Australian economy and its correlation with China.
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With US market valuations getting expensive due to the recent rallies, we ask if there are other markets which are undervalued and offer more upside. Tony Nash, CEO of Complete Intelligence gives us that answer whilst telling us if India will benefit from this 1+1 strategy.
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Chinese equities markets rebounded strongly after the Lunar New Year holidays on the back of stimulus. Carlos Casanova, Senior Economist, UBP tell us if this momentum can continue as we await PPI data that will be released on later this week. He also shares his views on the Ringgit and is the claims of its weakness exaggerated?
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With the benchmark Stoxx 600 index reaching a two-year high, European markets look bullish with opportunities abound. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management breaks down the underlying themes, and weighs in on the UK including the FTSE and Sterling Pound.
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Since the beginning of the year, the Chinese government has been introducing stimulus measures almost on a weekly basis. We speak to Kingsley Jones, Chief Investment Officer at Jevons Global if this means it is time to bottom fish the Chinese equity market. We also look at the other potential winners of AI other than the obvious winner, Nvidia.
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On the back of Nvidia's results, technology stocks had another boom propelling US markets to new highs. We ask Tim Mulholland, President, TJM Limited, Chicago if this boom is reminiscent of the internet boom in 2000.
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Thailand and Indonesia with new heads of state are both proposing a raft of goodies but can government coffers afford to? Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us his views whilst weighing in on the most recent FOMC minutes.
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The US stock market rally has been propelled by the performance of the magnificent 7, in particular Nvidia. We ask Laurent Lequeue, Independent Market Analyst and writer of the Macro Butler Newsletter if there are equivalents in Asia. We also ask him if the Japanese equity market still has legs after a good run in 2023 and also so far for 2024.
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US markets continue to rally on the back of strong tech earning and the AI theme. However what could derail this? Yeap Jun Rong, Market Strategist at IG International tells us the roadblocks to watch out for and why Europe remains the laggard market.
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With a theme of "Building Our Shared Future Together", Singapore tabled an expansionary Budget that was inclusive and had goodies for all. Thilan Wickramasinghe, Head of Research, Singapore, Maybank Investment Bank tells us which sectors stands to benefit and will it boost the STI which has been a laggard on a year to date basis.
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U.S markets ended in the red last week over concerns that interest rates will run higher for longer. Will equities rebound this week, or are there further externalities that might continue to pull stocks down? Independent economist Clifford Bennett weighs in.
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Japan has slipped into a technical recession but the equity market has continued to rally. Kingsley Jones, Chief Investment Officer, Jevons Global explains the contradiction. We also look at the Australian equity market if there are gems to be found despite an economy that is titled towards China.
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Investor excitement over AI has been driving up valuations of tech stocks, but to what extent is this optimism substantiated? Tony Nash of Complete Intelligence weighs in on the sustainability of the tech rally, as well as the outlook for Fed monetary policy, among others.
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US inflation is proving stickier than expected leaving the Federal Reserve in a conundrum as to when to start cutting rates. What does this mean for Asian economies and their currencies? We explore this issue with Carlos Casanova, Senior Economist, UBP.
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With a consensus GDP forecast of just 0.2% for 2024, Germany appears to have lost its crown as the economic powerhouse of Europe. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management explains the decline and if the US rally still has legs.
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The S&P500 is inching close to 5000 as big tech continues to rally in anticipation to rate cuts. But is this rally overdone? Tim Mulholland, President, TJM Limited, Chicago tells us his views and what could still be the overlooked investment ideas.
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Recent statements from the U.S Fed indicate that they may be pulling back from an earlier dovish pivot to aggressively cut rates. How has this affected sentiment on U.S Dollar assets like Treasury Bonds and the Greenback. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us whilst weighing in the upcoming Chinese IPI and inflation data.
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This week, China tightened some restrictions on short selling for domestic and offshore investors. Jack Kouzi, Director for Strategy, VFS Group tells us if this is a step in the right direction to boost the equity markets whilst giving us his views on the property sector and if resolution is in sight.
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Fed Chairman Jerome Powell has gone on record saying that the Central Bank is being careful not to reduce rates too soon. Yeap Jun Rong, Market Strategist at IG International tells us what this means for markets and how many cuts we can expect in 2024.
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The fortune of Chinese equities is in direct contrast to US equities which has continued to rally. We ask Song Seng Wun, Economic Consultant at Financial Services Firm, CGS International if it's time to bottom fish for that market. On the flip side, we also ask him if he is concerned by the US equity rally which still appears to have legs.
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US Big Tech have reported their financials with a mixed bag of results. Valuations remain lofty, so are there other buying opportunities? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management tells us that answer, whilst weighing in on Indian equities which had a very good run in 2023.
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The FOMC’s decision on rate cuts at their meeting tomorrow comes amid mixed job data and economic expansion in the US. Carlos Casanova, Senior Economist at UBP weighs in on why the FED might stay static, as well as his take on the Evergrande liquidation court order in Hong Kong.
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On Monday, a Hong Kong court ordered property giant China Evergrande Group’s liquidation. The developer is the biggest casualty of a real estate crisis that continues to weigh on China’s embattled economy. Brock Silvers, Chief Investment Officer of Hong Kong-based Kaiyuan Capital tells us what this ruling means for investors and the Chinese economy.
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This week, five out of the Magnificent Seven will be releasing their results. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his expectations of their earnings and impact on the market. We also ask him for his first hand reactions to the Evergrande liquidation order by the Hong Kong courts.
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US tech titans like Microsoft and Amazon, energy stalwarts like Exxon-Mobil, reveal their latest earnings. Meanwhile, commodities like coal and iron ore have taken a beating while gold remains stuck around the USD2,000 support level. Kingsley Jones, Chief Investment Officer at Jevons Global shares his view on what he thinks might make waves.
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The US economy’s fourth-quarter growth beat forecasts with GDP increasing 3.3% on an annualised basis. This means for all of 2023, the economy expanded 2.5%. Tim Mulholland, President at TJM Limited, Chicago, helps us analyse what this means for future action from the US Federal Reserve as underlying inflation also rose 2% for a second straight quarter, in line with its own target.
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China’s markets are in the doldrums, exacerbated by a lack of policy direction from the government and central bank. Jack Kouzi, Director for Strategy, VFS Group gives us his insights on potential catalysts for an upward recovery, whilst giving his comments on the expected US Fed rate cuts.
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The Japanese equity after a strong run last year continues to rally in 2024, up 10%. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if there is still upside or perhaps time to lock in some of those gains. We also take a look at the German economy to understand why it is dragging down the Eurozone when it used to be the industrial powerhouse of Europe.
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Palm oil prices have been projected to rise this year, with the Malaysian Palm Oil Council predicting an average trading price of RM4000. Is there cause for this optimism? We look to Alvin Tan, analyst at Bloomberg Intelligence for his sector outlook.
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The ringgit continues to depreciate against most major currencies. We check in with Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank as to the reasons for this whilst we get his views on the recent US University of Michigan’s Survey on consumer confidence.
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- Last year we saw the rebound of tech stocks from a disastrous 2022, with the buzz around A.I. dominating the industry. Does the A.I. theme still have legs in 2024? We ask Jonathan Curtis, Chief Investment Officer, Franklin Equity Group whether we should buy into the mania around this space, and whether there are similar opportunities in Asia.
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Singapore banks were the laggards in 2023 and their weak share price performance was in part responsible for for the weak year to date performance. Geoff Howie, Market Strategist at the Singapore Exchange give us his outlook for the banking sector whilst weighing in aviation stocks in the region.
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Despite the NASDAQ in negative territory on a year to date basis, the market appears to still favour AI related counters. Tony Nash, CEO, Complete Intelligence tells us if this is hype, or a trend that has staying power.
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ASEAN was the laggard market in Asia, with Thailand, Malaysia and Singapore dragging the performance for the region compared to the likes of Japan and Korea. However will 2024 be a different story? Andrew San, Head of ASEAN Equities, Amundi Malaysia gives us his outlook for regional equities.
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Premier Li at the World Trade Forum, said that China’s economy grew at 5.2% in 2023 surpassing their official target for the year. We find out from Carlos Casanova, Senior Economist, UBP, the reasons for this better than expected number and if the positive momentum will carry through in 2024.
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With the war in Gaza potentially escalating after attacks on Houthi rebels, oil prices have surprisingly not risen significantly. We ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management why and if our money should be invested in real gold instead.
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The Chinese smartphone sector has seen more than 30 months of downward earnings revision and sharp price corrections on the back of slower shipments due to weaker consumer sentiment and 4G to 5G migration in Emerging markets. Ray Kwok, Director, Research Department at CIMB CGS tells us why he is upgrading the sector and his top picks.
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Fourth quarter US banking results were a mixed bag with names like Citigroup making losses but J.P Morgan beating expectations. Kingsley Jones, Chief Investment Officer, Jevons Global helps us unpack the reasons for this and if we will likely see continued weakness in 2024. He also weighs in on the consequence of higher shipping rates due to the widening conflict in the Middle East.
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US inflation as measured by the consumer price index increased by 3.4%, the most in 3 months. Laurent Lequeue, independent market analyst and Writer of The Macro Butler Newsletter weighs in on whether this turns the Federal Reserve more hawkish.
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With increased tensions in the Middle East and shipping companies avoiding the Red Sea, oil prices logically should be on the rise. However, that has not been the case. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank explains why.
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The last two months of 2023 saw an intense rally in bond prices, spurred by expectations that central banks will be cutting interest rates in 2024. But will this bond market rally continue after three straight years of declines? Jesse Liew, Chief Investment Officer, Fixed Income at Principal Southeast Asia provides the outlook whilst weighing in on what bonds still offer value.
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Both the Malaysian technology and telecommunications sectors showed lacklustre performance in 2023 affected by economic and geopolitical uncertainties. Can we expect a greater recovery in 2024? We speak to Tan J Young, senior analyst at Hong Leong Investment Bank for his outlook on the two sectors.
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In 2023, the Singapore dollar surged close to record highs against the Greenback - will this trend be sustained in the new year? Song Seng Wun, Economic Consultant at CGS CIMB Securities, Singapore gives us his take on this and other economic trends to watch.
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In 2023, geopolitics was one of the biggest headwinds that markets faced. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management what will be keeping him awake in 2024 and if Asean is the next market to pay attention to.
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In the first week of the year, there was solid US job data, Fed Minutes that reveal inflationary concerns and a still robust US economy. Does this mean that the street is wrong with their expectations of rate cuts in 2024? Yeap Jun Rong, Market Strategist at IG International tells us whilst weighing in on Asian markets.
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The tech heavy Nasdaq had a spectacular run in 2023, but that was not the case for Malaysian tech names. Signs are however pointing to a recovery, with improving global semiconductor sales. Desmond Chong, Head of Retail Research at UOB Kay Hian tells us his outlook for the sector and his top buys.
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Carlos Casanova, Senior Economist, UBP shares his insights on recent market developments and quiz him on Japan’s Q2 GDP revision is a red herring amid the Japanese yen continuing its deteriorating performance against the US Dollar.
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The European Central Bank is the only G7 central bank with a monetary policy decision this week. Analysts are mixed on the direction of the main refinancing rate as Germany continues to struggle with a recession, and inflation and currency woes hit Europe. We speak with Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management on the ECB decision in the backdrop of released U.S CPI and PPI numbers, and oil prices surging above USD90 per barrel.
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China and Australia appear to be reaching some form of equilibrium after years of uneasiness that included reduced investments and tariff hikes. India's industries are also seen to be moving forward. Kingsley Jones, Chief Investment Officer at Jevons Global breaks down how to navigate these latest developments.
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Are there still opportunities to invest in China amid the sluggish growth outlook? Tim Mulholland of TJM Limited gives us the sectors to watch, as well as his take on the likelihood of a US recession and the current IPO landscape.
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The US dollar is soaring on the back of expectations that US interest rates will stay higher for longer, putting pressure on currencies including the Yen and Renminbi. We contrast the responses of the Bank of Japan and the People's Bank of China with Vishnu Varathan of Mizuho Bank.
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China's economy has perennially influenced Asian markets with the emerging markets of ASEAN particularly affected. Khoo Hsien Liang, Portfolio Manager, AHAM Capital talks to us about his outlook on how equities in Singapore, Thailand and Indonesia might perform on the back of a strengthening US dollar and domestic developments in each country.
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The KL Property Index rallied by 33% on a year to date basis with a sudden surge in July. Loong Kok Wen, Regional Head of Property, RHB Investment Bank tells s the reasons for this rally, if it still has legs and what her top picks are.
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The RBA kept the overnight rates on hold as expected. Jack Kouzi, Director for Strategy at VFS Group tells us the central bank made that decision and what this means for their dollar.
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The 2nd quarter result season for Malaysian corporates has just concluded. What were the positive and negative earnings surprises? Imran Yusof, Head of Research at MIDF Amanah Investment Bank tells us and also gives us their top picks for the markets and who could be the winners from NETR.
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Historically September is a bad month for markets but are there reasons to stay invested? Yeap Jun Rong, Analyst at IG International tells us his views whilst we also ask if Singapore banks will outperform for the rest of 2023.
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Volatile best describes equity markets in 2023 although strong themes emerged while the long-awaited recession in the US never seemed to materialise while all eyes remained on the Fed Fund rate. We feature the 15 stocks that grabbed headlines this year.
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With the Fed Fund rate going higher for longer, is the tech rally sustainable? A pertinent question we ask Kelvin Wong, Senior Market Analyst at Oanda whilst asking him what are the other investments we should consider.
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Baidu’s share price rose on news that China's government approved its A.I model for the first time. Tina Teng, Markets Analyst at CMC Markets weighs in on if there are other AI opportunities in that market and if it's more hype than substance.
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Without any warning the largest Chinese banks cut both mortgage and deposit rates. We ask Carlos Casanova, Senior Economist at UBP if this the stimulus needed to revive confidence and spending.
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Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management unpacks Jerome Powell's comments from Jackson Hole, upcoming US economic data and whether the magical 2% inflation target can ever be reached.
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Jerome Powell's keynote speech from Jackson Hole tells us that inflation is far from target and unless the data tells them otherwise, rates will be higher for longer. We explore what this means for corporates and consumers in the US with Kingsley Jones, Founder and Chief Investment Officer of Jevons Global.
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NVDIA is the only AI game thus far in picks and shovels, so be careful not to paint all tech and AI stocks with the same brush during this period of irrational exuberance. Should investors take profit as the markets need a healthy tactical correction? Or will the magnificent 7 charge on for the 2nd half of the year despite the interest rates expected to remain higher and longer? We speak with Tim Mulholland, President, TJM Limited, Chicago to get some answers.
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Will central bank governors convening in Wyoming find their R-Star, where the real interest rate is neutral and at equilibrium? And will they continue to tighten monetary policy to achieve the 2% inflation target? We speak with Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank to get the answers, his 2023 GDP projections for the world’s 2 largest economies, and what impact can an expanded BRICS bring to the global economy.
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The listing of ARM with 28 bankers involved is going to be the biggest US IPO of the year. But is this UK semiconductor more hype than substance? Jack Kouzi, Director for Strategy from VFS tells us.
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The Jackson Hole symposium is keenly watched especially the speech from Fed Chair Jerome Powell as it will give clues to the Fed fund rate direction for the year. Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management tells us his expectations whilst telling us that there is interest in ASEAN, due to the slowdown in China.
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As the Federal Reserve meets for their annual symposium at Jackson Hole, will the hawks or doves dominate? Tim Waterer, Chief Market Analyst, KCM Trade gives us his views. We also examine the macro data from China to separate the noise from reality in terms of how the economy is really doing.
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US markets have dropped for 3 consecutive days, even with the quarter earnings reports beating most street estimates. Are investors cashing out from the US markets, sensibly taking profits? We speak with Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management on the blip in the US markets and whether it is just a healthy correction, and will rebound for the rest of 2023?
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Fed minutes reveal that inflation is still a concern which suggests that rate hikes will continue while ratings agency Fitch is sounding the warning bell on 1st tier banks. Tony Nash, CEO of Complete Intelligence tells us what the repercussion of this are.
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China, in a surprise move, lowered the rate on its one-year loan by 15 bps, to 2.5%, the largest cut in 3 years. What forced the hands of the new governor of the People's Bank Of China, Pan Gongsheng? Carlos Casanova, Senior Economist at UBP tell us.
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We take a look at Singapore, after a GDP forecast downgrade and barely averting a recession in the 2nd quarter of this year. So what is the outlook for Singapore, as the economic downturn and geopolitical tensions continue into the second half of 2023? We speak with Geoff Howie, Market Strategist at the Singapore Exchange, who shares his views on the outlook for the island state.
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With the Nasdaq up more than 30% on a year-to-date basis, is this time to plough more money into the tech sector? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us his views whilst commenting on the Chinese economy which he sees as he new headwind.
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Normally state elections have little impact on equity markets but with a Unity Government in place, things were seen differently. Now that it has been confirmed that the outcome is one of status quo, what is the ideal investment strategy to adopt? Alexander Chia, Head of Regional Equity Research of RHB Investment Bank shares with us his perspective whilst weighing in on the sectors and stocks to buy.
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We speak with Peter Esho, Economist and Chairman at Wealthi, on his views on oil, copper and iron commodity sector and the energy transition away from black gold. Then we talk economics and markets, and his bullish views on the US economy, jobs, and equities. Then on the flip side, he shares his cautious views on the China economy, liquidity, fiscal stimulus and government debts.
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The Yen has depreciated against the US dollar to 146-147 levels which is close to the historical high. Will this force the hand of the Bank Of Japan to intervene? Tim Mulholland, President of TJM Limited in Chicago shares with us his perspective on this and what it also means for the equity market.
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We speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank about how China's recent worrying data has broader global investment implications as we await US's latest CPI print.
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Global markets appear to be at crossroads with Chinese economic data sequentially weaker while the US economy increasingly looks stronger despite record rates. With the US and China seemingly headed in opposite directions, what then is the best asset allocation for a market like this? We check in with Patrick Chang, Chief Investment Officer, Equities, Principal Southeast Asia
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US Earnings seasons is drawing to a close with most announcing results that were in line with expectations. Jack Kouzi, Director for Strategy at VFS tells us what he thinks of the numbers so far and what this means for markets which have already rallied on a year to date basis.
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With WTI above US80bbl, what impact will this have on inflation? Will this force the hand of the Federal Reserve to continue tightening monetary policy and keep rates higher for longer? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us.
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We take a deep look at China’s recovery, the performance of the indices, property sector, and PBOC’s measures to bring back the magic of the economic boom recovery for the 2nd half of 2023. We speak with Yeap Jun Rong, Market Analyst, IG International to get his views on China, as well as Japan, Hong Kong and Singapore.
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We review the results of Apple and Amazon with Laurent Lequeu, Head Of Research at Lumen Capital Investors. Questions over a recession in the US also arise whilst understanding why oil prices are up despite a global growth stalling.
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World markets all closed in the red, as US earning results disappointed and American spending is set to slow as US households are reeling from ongoing inflation, increasing mortgage rates, higher gas prices at the pumps, and repayments of federal reserve student loans will resume in October, after a 3 year pause. We speak with Tony Nash, CEO, Complete Intelligence to get his outlook on global markets, paying attention to the US and China’s markets and economy.
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International rating's agency Fitch has downgraded the credit sovereign rating of the US from AAA to AA+. We discuss the implication of this with Carlos Casanova, Senior Economist at UBP and whether it has any longer term impact of the Dollar as the reserve currency of the world.
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US inflation is moving in the right direction but still above the Federal Reserve targets of 2%, and the street will look for 1 more rate hike. The US Markets have priced in a lot of good news, but with the quarter 2 earning season underway, there could still be choppiness in the stock market in weeks ahead. To get more insights on US, Europe, and Japan markets, we speak with Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.
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Kingsley Jones, Founder and Chief Investment Officer, Jevons Global unpacks the manufacturing boom positively impacting the construction industry on the back of the recent rate hikes by the ECB and the Fed.
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After increasing rates by another 25 basis points this week, Federal Reserve chair Jerome Powell disclosed that the US central bank does not believe a recession is imminent this year. This means the past rate hikes have been effective despite inflation still above the 2% target. Tim Mulholland, President of TJM Limited, Chicago breaks down the reaction so far from equities to commodities and the factors behind it.
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The Bursa Malaysia Construction index is up 12.7% on a year to date basis. And this week, there was exciting news in the M&A scene with IJM taking a stake in Pestech. We check in with familiar face, Chong Tjen San, Director at CGS CIMB securities and get his views on the local M&A scene, going overseas for projects, what are the mega projects rolling out to spur the industry, and the trillion dollar question, what are his top 3 construction stocks to buy?
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As expected, the Fed raised rates by 25bps but the language used by Jerome Powell also suggested that any cuts are not in the horizon. We check in with Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank for his impressions and also his view of the Chinese economy.
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Cathie Wood’s Ark Innovation fund has almost completely divested all exposure to China. We ask Jack Kouzi, Director for Strategy at VFS Group if he is following Cathie's footsteps especially in the tech space. We also ask him his first impressions of results from Alphabet and Microsoft.
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This week marks the peak of result season with companies having a total of USD27 trillion reporting. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management for his expectations whilst looking at China's stimulus measures and if it's enough to resuscitate the economy.
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In the US despite successive rate hikes, equity markets continue to rally. Clifford Bennett, Chief Economist at ACY Securities explains this conundrum whilst telling us his expectations with regards to Federal Reserve Monetary Policy ahead of the FOMC this week.
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We speak with Hebe Chen, Market Analyst, IG International on her outlook for a US soft landing, the tech driven US stock market, commodities and finance weighing down the Australian, and China still waiting for the impact of its June cuts.
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The US earnings season has gotten off to a good start with Morgan Stanley and Bank of America leading the way, beating street estimates amidst interest rate tightening in the second quarter. So are the concerns of inflation and a hard landing finally over? We speak with Tim Waterer, Chief Market Analyst, KCM Trade on how long the positive sentiments and AI hype of the equity markets can continue.
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What are the top stock picks for the consumer retail sector? We speak with Syifaa' Mahsuri Ismail, Equity Analyst, Hong Leong Investment Bank on the health of the consumer sector, and whether the weakening ringgit and inflationary pressures is affecting consumer confidence and spending.
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Hundred of companies on the S&P500 are due to report their 2Q earnings with consensus expecting a 9% decline in EPS. Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management tells us what sectors might surprise on the upside and conversely, what might disappoint
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Banks are a barometer of a economy , so what does the recent BNM statistics reveal about households and businesses in Malaysia? Nabil Thoo, Analyst at RHB Investment Bank helps break it down for us whilst weighing in on his call for the sector and also top picks.
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JP Morgan, Wells Fargo and Citi reported better than expected numbers, emerging rather unscathed from the regional banking crisis. We speak to Kingsley Jones, Founder and Chief Investment Officer, Jevons Global as to whether its time to buy the sector which has been underperforming.
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Corporate result season kicks on in the USA this week with big banks reporting first. Tim Mulholland, President of TJM Limited, Chicago tell us his expectations whilst weighing in the record sales achieved on Amazon Prime Day and what that means about the health of the US consumer.
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US inflation cooled in June for the 12th straight month and S&P 500 continues to see upward momentum. We ask Steve Brice, Group Chief Investment Officer at Standard Chartered if a recession is still on the cards for 2023 and the investment strategy he advocates for
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The Ringgit hit a recent low against the Singapore dollar despite the strong economic fundamentals. We ask Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank for his views on our currency whilst also weighing in on the recent US inflation figures and what that means for the Fed monetary policy.
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Despite raising rates almost consistently for more than a year, inflation remains persistently sticky in the US, we ask Jesse Liew, Chief Investment Officer, Fixed income at Principal Southeast Asia to explain this conundrum. We also ask about the reasons for the weak domestic bond market and if state elections have any bearing on it.
This market outlook is brought to you by Principal Malaysia.
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The roll out of 5G in Malaysia has more twists and turns than a roller coaster but who stands to benefit. Tan J Young, Senior Analyst at Hong Leong Investment Bank gives us his answer whilst also telling us if there are some glimmers of hope in the tech sector.
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The US courts have approved Microsoft's USD62 billion acquisition of Activision. Jack Kouzi, Director for Strategy from VFS Group weighs in on whether this is good for the industry. Also giving us an outlook for the upcoming result season in US starting with the Banks.
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On year to date basis, the Thai equity market has been the worst performing in Asean, down 10%. However it is time to relook at this market with the potential appointment of a Prime Minister? And what are the themes or sectors we should consider. Poon Panichpibool, Markets Strategist at Krung Thai Bank gives us those answers.
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The data points for the Chinese economy have been tilting to the downside which begs the question as to why there is no large scale stimulus yet. Peter Lim, Chief Research Officer from Trident Analytics gives us his perspective while weighing in on the PBOC's Yuan policy.
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The Bursa Malaysia Construction Index has outperformed the broader market as it is up by 7% on a year to date basis. With the value of construction work done in the first quarter of this year exceeding 32 billion ringgit, a growth of 9.2% year-on-year, is it time to buy construction stocks? Or are there any headwinds that persist? Questions we ask Loong Chee Wei, Senior Associate Director, Affin Hwang Investment Bank.
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Peter Esho, Co-Founder of Wealthi, unpacks wobbly global equities performance amid signs of a slowdown in the US economy due to nonfarm payrolls in June registering below consensus estimate
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300,000 cars have already been sold this year, beating industry expectations. What explains this despite the slowing economic growth and the end of the sales and service tax holiday. Daniel Wong, senior analyst at Hong Leong Investment Bank explains whilst telling us his top auto picks.
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Financial markets have displayed unexpected resilience despite a slowdown in the global economy, a US regional banking crisis, and a sputtering recovery of the Chinese economy. We speak to Laurent Lequeu, Head Of Research at Lumen Capital Investors on his outlook for the second half of the year, the FOMC minutes of further rate hikes, and the injections of shadow liquidity into the U.S financial system. And is there any other markets to look out for?
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Singapore may attract top artists from Jacky Cheung, Coldplay and Taylor Swift to play multiple nights of concerts but does this city state offer the best investment ideas? We speak to Adrian Loh, the Head of Research of UOB Singapore to find out.
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According to the latest Federal Open Market Committee (FOMC) minutes, policymakers unanimously agreed to keep the target range of the Fed Funds Target Rate (FFTR) unchanged at 5.00%-5.25%, maintaining their stance to achieve the 2% inflation target. We speak with Tony Nash, CEO, Complete Intelligence, to get his views on the minutes and the expected FOMC move in July.
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Although the spread between the yields of MREITs and the 10 Year MGS has narrowed, are REITs still a good investment? Jessica Low, Senior Analyst at MIDF Amanah Investment Bank shares her views whilst giving us her call and top picks for the sector.
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China's economy post reopening has been disappointing but the Government's response appears muted. We ask Kelvin Wong, Senior Market Analyst, OANDA Asia Pacific for reasons why, whether it can still achieve its 5% GDP growth target and what is the PBOC's policy for the Yuan.
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April’s export data revealed that the rubber industry may have yet to bottom as volume for gloves contracted by 35% month on month. But with the share prices of leading glove stocks down by 90% from their peak. Is it time to relook the sector? Oong Chun Sung, Equity Research Analyst, RHB Research tells us.
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The AI frenzy has caused selected tech stocks to hit new highs but are there opportunities here in Asia? Yeap Jun Rong, Analyst at IG International helps us breakdown the potential winners whilst commenting on oil price direction.
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Asean equities in general did not have a good start to the year with fund flows moving to developed markets like US, Korea and Japan. However, will the 2nd half of 2023 paint a different picture? We check in with Simon Lim, Head of Equities at Hong Leong Asset Management to find out which markets is he a fan of for the 2nd half of the year?
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Kingsley Jones, Founder and Chief Investment Officer, Jevons Global helps us pick apart US markets and gives his perspective on tech, healthcare and commodities as we enter the 2nd half of 2023
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With US markets facing increasing volatility whilst corporate earnings are likely to remain soft until 2024. Where should we park our money? Tim Mulholland, President, TJM Limited weighs in on this whilst also telling his expectations with regards to Fed rate hikes.
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Indonesia for the 1st quarter recorded GDP growth of 5% as domestic demand remained resilient and strong fundamentals. But yet the (JCI) The Jakarta Stock Price Index has declined by more than 2% on a year to date basis, but it is still one of the better performing markets in Asean compared to Thailand and Malaysia. We check in with Jerry Goh, Investment Manager at ABERDEEN for the economic outlook and investment ideas.
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Tech mega caps rallied last evening despite recent warnings that valuations are the too rich by notable research outfits. We ask Jack Kouzi, Director for Strategy at VFS Group if he is a bull or bear for tech or if there other investment opportunities that we should ignore
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Andrew Krei, Co-chief Investment Officer at Crescent Grove Advisors gives his perspective on how share markets will fare in the coming weeks with U.S stocks pulling back as recessionary fears take centre stage after successive weeks of gains
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The Bursa Malaysia consumer Index has declined by 6.7% on a year to date basis, almost in tandem with performance of the FBMKLCI which is down by 7%. With no themes emerging, is this a case of just the fundamentals of each company and will the 2nd half of 2023 tell a different story? We discuss the outlook for consumer stocks with Soong Wei Siang, from RHB Investment bank, and get his top picks for the consumer sector.
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With Wall Street breaking a streak of eight consecutive weekly gains, we ask Clifford Bennett, Chief Economist, ACY Securities why did investors take money off the table and whether mounting longer term recessionary concerns are impacting short term investor sentiments
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The Nifty 50 is only up 4% on a year to date basis but is the more upside to the market when there are a plethora of economic positives going for the world's most populous country. We speak to Pramod Amthe, Head of Research, Incred to find out
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The Bank of England surprised markets with a 50bps hike on the back of inflation with the Governor citing that further increases can be expected. We speak to Hebe Chen, Market Analyst at IG International for her reactions and also where major currencies are headed.
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Fed Chairman Jerome Powell maintained his hawkish stance warning that hikes were still imminent during his semi annual briefing to congress but can the economy withstand more hikes especially the housing sector. Tony Nash, CEO of Complete Intelligence tells us.
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Despite a return of -1% for the STI on a year to date basis no thanks to the weak performance of the banking and property sectors, are there still reasons to be positive on Singapore? Thilan Wickramasinghe, Head of Research Singapore at Maybank Investment Banking Group Research shares his ideas with us.
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The PBOC cut their one and five year loan prime rate by 10 basis points yesterday. We check in with Carlos Casanova, Senior Economist at UBP on his reaction to this and what he expects from Fed Chair, Jerome Powell's Semi Annual Report to Congress.
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The Malaysian bond market has been volatile in line with the divergent monetary policies of global central banks. However with the Fed likely to take a hawkish pause at the next FOMC, what impact will that have on our domestic bond. We speak to Ang Beng Kuan, Head of Investments at Hong Leong Islamic Asset Management for the best fixed income investment strategy to adopt in these current markets.
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Despite the S&P500 recovering all the losses last year no thanks to 10 successive Fed Fund hikes, are there still legs to this rally? Tim Waterer, Chief Market Analyst at KCM Trade tells us his views whilst also noting that some central banks remain dovish and why.
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All things related to AI have rallied since the beginning of the year but are there any gems yet to be discovered? Kingsley Jones, Founder and Chief Investment Officer, of Jevons Global tells us whilst explaining the recent strength of the Australian dollar.
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Malaysia and Thailand have ambitious tourist arrival targets which should benefit the transport sector. But which stocks are the best proxy to this? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia tells us whilst giving us his view on ports against a backdrop of slowing global trade
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The Federal Reserve took a pause. The European Central Bank has taken a hike. And China is making cuts. The 3 biggest economies have all made different decisions this week, though all were in line with expectations. We speak with Tim Mulholland, President, TJM Limited on what it means for markets moving forward.
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As expected, the Fed paused but also warned that their hawkish stance is here to stay for a few years. Vishnu Varathan, Head of Economics & Strategy, Mizuho helps us unpack one of the most important meetings in the economic calendar whilst explaining why the Singapore dollar against the Ringgit has a hit another new high.
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With the lowest inflation figure since March 2021 at 4%, will the Fed pause in June's FOMC meeting? Jack Kouzi, Director for Strategy, VFS Group gives us his expectation whilst taking a hard and long look as to why Apple share price continues to inch higher.
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Global markets are a tale of two halves with US in bull market territory while China which was supposed to rally this year, has been disappointing. We check in with Patrick Chang, Chief Investment Officer for Equities at Principal Southeast Asia as to whether there will be reversal of flows and what are the other investment opportunities in this region.
This market outlook is brought to you by Principal Malaysia.
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Foreign shareholding has been dwindling lower since the 25% highs last seen during GFC. Jeremy Goh, Head of Research at Hong Leong Investment Bank for the reasons why and what would be the catalysts for them to relook at our markets. We also review the recently concluded result season and what are his investment ideas for 2023.
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Markets are waiting with bated breath for the FOMC decision on Wednesday as to whether there will be another rate hike. We ask Song Seng Wun, Economist at CIMB Private Banking as to what goes behind the thinking of the Fed officials. We also ask his expectations for BOJ's monetary policy too as they meet on Friday.
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The FOMC meets this week with most economist expecting a rate pause. We speak to Yeap Jun Rong, Market Strategist at IG International as to whether he is in that camp. We also ask why the Singapore dollar has been appreciating and is that momentum sustainable.
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Cryptocurrencies have become a more mainstream asset class in recent years although prices have been very volatile. Peter Esho, Co-Founder of Wealthi helps us understand its value and the role in can play in a diversified portfolio.
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Swap contracts are pointing towards a Fed rate hike in July. In fact, treasuries are starting to invert again while equity markets continue to be strong. Tony Nash, CEO, Complete Intelligence helps us understand why bonds are pointing towards a recession while equities are not.
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The Hong Kong and China markets have been a disappointment despite expectation of a rally . We ask Peter Lewis, Director of Peter Lewis Consulting (China) Limited the reasons for this and what to expect for the rest of 2023
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China's macroeconomic data suggest that economic recovery has been mixed. We ask Carlos Casanova, Senior Economist, UBP the reasons for this despite the initial euphoria. We also ask if measures such as lowering deposit rates will have a positive impact on their economy.
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Corporate result season in Malaysia has just come to an end. We speak to Imran Yusof, Head of Research at MIDF Amanah Investment Bank whether this will change his year end forecast for FBMKLCI and FBM70. We also ask what investment strategy works in these markets and his top picks.
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The S&P500 was in bull market territory for a short while with the index up 20% from recent low's before returning its gain.
We ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management why are markets moving like this. We also ask about China's economy recovery and how correlated it is to Asean equity performance.
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The FTSE Bursa Malaysia Small Cap Index has only registered a decline of less than 1% compared to the broader FBM KLCI which is down by close to 7% on a year to date basis. We check in with Lee Meng Horng, Head of RHB Malaysia Small Cap Research on how to pick the small cap winners on the back of their recently published 2023 Small Cap Jewel Report.
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Despite a debt crisis averted, where are markets heading? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management warns that markets may actually be heading for a correction as valuations are expensive whilst technology is a crowded trade.
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A debt crisis appears to have been narrowly avoided in the US but the uncertainty has weighed on currencies. We speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank to understand the correlations with a focus on the pound, yen, singapore dollar and of course, the ringgit.
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A debt crisis appears to have been narrowly avoided in the US but the uncertainty has weighed on currencies. We speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank to understand the correlations with a focus on the pound, yen, singapore dollar and of course, the ringgit.
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The Nasdaq continues to rally, up 25% on a YTD basis but on closer examination, it's thanks to just a handful of names like Apple, Nvidia and Microsoft. Should we be worried? Jack Kouzi, Director for Strategy, VFS Group tells us his perspective whilst weighing in who else is a beneficiary of fund flow into AI.
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Asian stock markets are whipsawing between U.S debt ceiling concerns and a slowing Chinese economy. How should investors factor these themes in their investment portfolios? We discuss market trends with Yeap Jun Rong, Market Strategist with IG International.
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House Speaker Kevin Mc Carthy and President Joe Biden have agreed to a debt ceiling deal in principle, after breakthrough talks over the weekend. But are both sides happy with the compromise? We find out more insights from Tim Waterer, Chief Market Analyst, KCM Trade and the impact for markets heading to the dateline day of 5 June.
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A risk of economic slowdown has increased for US and Europe, and with it a bearish outlook for Oil prices . And with China’s mix economic indicators, what can the PBOC do?
We speak with Lee Kian Soon, CEO, Astral Asset Management to get more analysis on the currencies, markets and sectors we should be looking at?
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The X -date for the debt ceiling to be raised is drawing close but is this really just a storm in a teacup? Tony Nash, CEO of Complete Intelligence gives us his perspective while we review the results of the most valuable semiconductor company in the world, Nvidia.
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With the current impasse between US lawmakers, is there the possibility of a default when the government runs out of money? What would the consequences? Carlos Casanova, Senior Economist, UBP explains this whilst also weighing in on the recent weak economic data emanating from China.
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On a year to date basis, Asean equity markets have underperformed North Asia. We ask Andrew San, Head of ASEAN Equities, Amundi Malaysia if there are catalysts for a re-rating. We also ask what is the best investment strategy considering the volatility ahead.
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With Janet Yellen warning that the US will run out of cash very soon, how critical is its resolution to the world's largest economy? And what will the repercussions be if a deal cannot be worked out between lawmakers? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us.
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The Japanese Nikkei 225 has been one of the hottest markets this year, but the land of the rising sun has lost it’s car status to China. Boosted by sales and exports of electric vehicles, will China continue to be number 1 with the Japanese and Germans responding? To get a view on what sectors will benefit from this expansion, we speak with Kingsley Jones, Chief Investment Officer, Jevons Global.
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The SET index has fallen 8.3% year to date, defying expectations that it will enjoy a pre-election rally. Will a coalition government under Pita Limjaroenrat get the support of 376 seats ? To find out the possible scenarios, we speak with Netita Krabuanrat, Head of Institutional Sales, Maybank Securities Thailand.
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US and Asian markets had a good day with all major indices turning green, with optimism on the US debt ceiling talks emerging. AI heavy tech stocks has also been surging ahead. To get an outlook on the positive news, we speak with Tim Mulholland, President, TJM Limited, Chicago.
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The 2 most populous countries in the world are facing mixed economic fortunes. China’s manufacturing recovery has not met expectations. India is facing disinflation. We speak with Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank on all the mix data we are getting globally
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In April, US CPI slowed to below 5% for the first time in 2 years, so what is the direction of central bank monetary policy, and what data points should investors be watching out for? We discuss this with Jesse Liew, Chief Investment Officer, Fixed Income ASEAN at Principal Southeast Asia.
This market outlook is brought to you by Principal Malaysia.
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In April, US CPI slowed to below 5% for the first time in 2 years, so what is the direction of central bank monetary policy, and what data points should investors be watching out for? We discuss this with Jesse Liew, Chief Investment Officer, Fixed Income ASEAN at Principal Southeast Asia.
This market outlook is brought to you by Principal Malaysia.
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End of rate hike cycles, bargain hunting for bank stocks, dissapointing China numbers, and the increasing AI hype. Listen to Jack Kouzi, Director for Strategy, VFS Group views on the latest news affecting global markets.
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End of rate hike cycles, bargain hunting for bank stocks, dissapointing China numbers, and the increasing AI hype. Listen to Jack Kouzi, Director for Strategy, VFS Group views on the latest news affecting global markets.
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President Joe Biden is flying off for the G7 meeting in Hiroshima as crunch talks are will be held at the White House on Tuesday. Weekend discussions among the 2 sides appeared to have progressed well and markets responded. Join Joe Quinlan Chief Market Strategist, US Trust-BOA Private Wealth Management to get his take on the latest US news.
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The construction sector expanded by 7.4%, moderating from 10.1% growth in the previous quarter. This does mark the third month of softening construction growth, reflecting industry reports that activity has been slowing. What’s ahead for the Malaysian construction industry - will the downward trend continue or is their upside in the later months of the year? We discuss the sector outlook with Loong Chee Wei of Affin Hwang Investment Bank.
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The recent rise in the Federal Reserve rates does not appear to have affected Asian markets. With China the world’s 2nd largest economy and Asean’s biggest trading partner, King dollar could be losing its grip. Join Clifford Bennett, Chief Economist, ACY Securities, for his views on the situation.
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How have the recent governmental rate hikes and boom in tech stocks changed investors' portfolios? Does the KLCI still look attractive and when will it have its own bull run? To get answers on which sectors and markets to hedge your portfolio, we speak with Yeap Jun Rong, Market Strategist, IG International.
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The US debt ceiling debate has become a regular affair amongst the political parties in Washington, and is used as a platform for political 'sandiawara'. Talks lead by Biden will continue this Friday at the White House. Will the debt ceiling have a stronger sway to affect markets? To get answers to this, we speak with Tony Nash, CEO, Complete Intelligence.
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China’s latest April trade figures produced a mix bag. And with softer than expected inflation, will China ease its monetary policy? Join Carlos Casanova, Senior Economist, UBP, to see what all this means for ASEAN, China’s second largest trade partner.
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The US Nasdaq has performed well this year with a 17% YTD growth rate. But the NIkkei 225 Index and CSI300 Financial Index have started to show signs of life clocking in with 11% and 5% respectively. With fears of the US financial sector, debt ceiling and the risk of a soft landing remaining, Kelvin Wong, Senior Market Analyst, OANDA Asia Pacific joined us to share his thoughts on whether 2023 will be the year for the Asian markets
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Australia, Malaysia, the US Federal Reserve, and European Central Bank have all raised interest rates this month. Singapore did not raise interest rates but hiked up property taxes. Join us to listen to Song Seng Wun, Economist, CIMB Private Banking and how these policy changes are affecting the global stock markets.
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US Tech stocks have been riding high with Nasdaq growing 17% YTD. But don’t forget to pay attention to Asia. Listen to Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management’s views on Asian markets, in particular the consumer and banking sectors.
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The Fed raised interest rates by 25bps in line with expectations. Tim Mulholland, President of TJM Limited in Chicago tells us what this means for the broader economy and if the terminal rate is within sight.
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Joining us to give his thoughts on the JP Morgan bailout of First Republic, being a fan of Apple and UBER, and the surprise 25 bps rate hike from Reserve Bank of Australia is Jack Kouzi, Director for Strategy at VFS group in Sydney.
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Traditional media companies continue to be faced with disruption. But with start-ups like BuzzFeed and Vice News closing its doors, is the trusted paper back in fashion or will we see consolidation. We check in with Jeffrey Tan, Analyst, RHB Research to talk about our Malaysian companies and recent corporate moves.
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JP Morgan played the white knight by rescuing First Republic Bank but is the end of the banking sector? Will there be a contagion effect and what happens if other regional banks fail. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us.
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U.S. economic growth decelerated to a 1.1% annual rate in the first quarter while inflation remains stubbornly high. Will this change the trajectory of the Fed Fund rate? Tim Waterer, Chief Market Analyst, KCM Trade tells us his expectations. We also try and understand why oil prices are falling.
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First Republic shares tanked again on the back of fears that this troubled bank is heading for collapse. Tony Nash, CEO of Complete Intelligence gives us a view as to whether the worst is over for banks in the US. We also ask him why the recent results of technology companies like Meta, Microsoft and Alphabet were better than expected.
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There was a shift to safe haven US Treasuries after First Republic announced a potential asset sales, raising concerns that the banking crisis may not be over. Will there be a shift in monetary policies especially in Asia which are ahead of the Federal Reserve. Carlos Casanova, Senior Economist, UBP tells us.
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With 70% of US company results released beating market expectations, we ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management what kind of resiliency does this signal about corporate America.
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With the Monetary Authority of Singapore joining the camp of central banks that have opted to pause interest rate hikes, we speak to Geoff Howie, Market Strategist, Singapore Exchange whether the Singapore stock market can still outperform.
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We review China's 1st quarter GDP figures of 4.1% with Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank to find out if there is upside risk to the government's target of 5% for 2023. We also ask what is the state of the US economy with the conflicting macro data points.
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Netflix reported subscriber growth that was be low street expectations. Jack Kouzi, director for strategy from VFS Group tells us why it’s still a buy while telling us the possible reasons why SoftBank is selling its Alibaba shares
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Recent indicators pointing to softer inflation and employment levels, as well as positive Q1 banking earnings potentially suggest less pressure for the Fed to continue rate hikes. Will this calm market volatility or do further headwinds remain? We speak to Tan Teng Boo of Capital Dynamics for his outlook on global equities.
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Bond yields have risen across all durations, Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management explains what this means whilst we also look at the UK market to see what opportunities there are.
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The utility sector is perceived to be a defensive, high yielding sector especially power companies. However in Malaysia's case, with a subsidy provided, what impact does it have on the listed companies. in particular Tenaga. Chong Lee Len, Analyst at UOB Kay Hian tells us.
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What do the results of JP Morgan, Citigroup and Wells Fargo tells us about the banking sector? Stephen Innes, Managing Partner at SPI Asset Management tells us this plus his top picks for the US market and if there are better options elsewhere.
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Markets started the year on a positive note but have since become volatile on the back of the mini banking crisis, hawkish monetary policy and geopolitical tensions. How then should we navigate markets? Patrick Chang, Chief Investment Officer for Equities at Principal Southeast Asia gives us his views.
This market outlook is brought to you by Principal Malaysia.
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Warren Buffet has increased his stake in Japanese trading houses of late. We ask Kingsley Jones, Chief Investment Officer at Jevons Global as to why we should be paying attention to these companies and what other investment ideas he has for Japan.
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We ask Tony Nash, CEO, Complete Intelligence his take on recent U.S CPI numbers that came out last night and will it give the Fed any cause for concern at their upcoming FOMC meeting.
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India's consumer inflation fell back to the Reserve Bank’s 2-6% target range for March, which is the first time this year that it wasn’t above the central bank’s ceiling suggesting that the RBI may pause its rate hikes. So is it time to relook at the Indian equity after a negative start to the year? Pramod Amthe, Head of Research, Incred tells us his views.
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CPO futures are down 5% on a year to date basis. This despite the reopening of China which is one of the largest buyers of vegetable oils. Hoe Lee Leng, Regional Head of Plantations at RHB Investment Bank explains this price weakness whilst telling us her CPO price expectations for 2023 and what stocks might outperform.
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Critical CPI figures will be released this week and all eyes will be on that as it gives clues on how hawkish the Federal Reserve will be. Carlos Casanova, Senior Economist at UBP gives us his forecast of the terminal rate and is it too soon to even think of rate cuts.
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Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management reminds us what are the risks to pay attention to when it comes to markets and the importance of ignoring the noise. He also gives us his view on where oil prices are heading and why.
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With borders reopening and removal of almost all covid restrictions, what has the impact been on the gaming sector. Yin Shao Yang, Associate Director of Maybank Investment Bank gives us his call on the sector and top picks.
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2023 has been a volatile year for equity markets but will it pay to stay invested? Peter Lim, Chief Research Officer at Trident Analytics gives us his views whilst telling us which sectors will outperform on Bursa Malaysia.
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The FBMKLCI is once again one the worst performing markets in Asia, down close to 5% on a year to date basis. However it is time to deploy cash and what are the rerating catalysts? Kenny Yee, Head of Research, Rakuten Trade tells us his views whilst giving us some investment ideas for 2023.
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All eyes will be on the critical US job data as it gives us a clue as to how close we are to the terminal rate which has become challenging to forecast as the macroeconomic data is mixed. Tim Mulholland, President of TJM Limited in Chicago tells where to park our money in these confusing times.
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The Singapore Urban Redevelopment Authority (URA) reported that private home prices in Singapore increased by 3.2 percent in the first quarter of 2023. Is this positive price momentum sustainable and are commercial properties also seeing a recovery? Ken Foong, analyst at Bloomberg Intelligence gives us an update.
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With macroeconomic data pointing to a slower economy in the US, is the Fed Fund terminal rate near? Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank gives us his views whist telling us the repercussions of rising oil prices on global growth.
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With Bursa Malaysia Finance Index down by 4.4% on a year to date, we get more insights from Chan Jit Hoong, Analyst, Hong Leong Investment Bank on whether it is time to relook at this sector and whether the fundamentals point to undervaluation as the dust settles on the mini banking crisis.
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Nasdaq has rallied 16% on a year to date basis despite the hawkish Fed Monetary policy. We ask Jack Kouzi, Director for Strategy, VFS Group if we should stay a tech bull or is it time to lock in those gains.
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OPEC+ surprised markets by cutting oil by another 1.1mn barrels a day. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us what impact it has on inflation and whether it makes the job of the Federal Reserve and ECB much harder.
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Once again the Malaysian equity market as measured by the FBMKLCI remains one of the most unloved markets in Asia. Imran Yusof, Head of Research at MIDF Amanah Investment Bank gives us the reasons for this whilst giving us the outlook for the rest of the year and his top picks for the market.
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Markets continue to inch up despite the strong inflation figure. What is the recent for this disconnect and can it continue? Stephen Innes, Managing Partner at SPI Asset Management explains why.
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The Indonesian capital markets wrapped up 2022 on a high note, doing much better than other markets. However in 2023 some of that shine seems to have rubbed away with a flat performance on a year to date basis. Jerry Goh, ASIA Equities, Investment Manager, ABRDN gives us his outlook for Indonesian equities.
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Clifford Bennett from ACY Securities helps us distill the impact of the banking crisis on markets in the short and mid term as the Fed weighs how it will balance financial stability and rising inflation.
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The Hang Seng Index has underperformed other North Asian markets despite earlier optimism over the reopening of China. We speak to Peter Lewis, Founder and Director of Peter Lewis Consulting (China) Limited as to the reasons for this and why it pays to still keep an eye on this market.
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The Nasdaq is up 14% on a year to date basis despite the economic slowdown, the banking crisis and the persistent Fed Hawkish policy. Tony Nash, CEO of Complete Intelligence helps explain why and also if gold, yen and the US dollar remain safe haven assets.
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Oil prices remained volatile in 2023 with WTI starting the year at USD80bbl to then tumble to a low of USD67 bbl recently in mid March. Since then oil prices have recovered somewhat but is this recovery sustainable? Tj Liaw, Regional Head of Oil and Gas at Maybank Investment Bank gives us his oil price outlook and who will the winners of this price rally.
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The banking crisis continues to unfold but what are the repercussions to Asia? Carlos Casanova, Senior Economist at UBP explains this to us while giving us his forecast of Hong Kong's growth for 2023.
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The fallout from the SVB and U.S banks seems to have spread to Europe with Deustche Bank the most recent target.
Tim Waterer, Chief Market Analyst at Kohle Capital Markets tells us if its too early to look at banking stocks whilst diving into what could be the safe haven assets to consider.
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The swift collapse of SVB and then Signature Bank took markets by surprise with fixed income and equity markets going into freefall. This was then followed by the fire sale of CS to UBS. What repercussion has this had on the credit market? Ang Beng Kuan, Head of Investments, Hong Leong Islamic Asset Management tells us the answer whilst telling us if there are investment opportunities from this.
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Kingsley Jones, Chief Investment Officer, Jevons Global helps us understand what the recent banking turmoil taking place all around the world will impact markets and which sectors will be more prone to a credit crunch.
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The transport sector is seeing clearer skies thanks to the reopening of borders and persistent demand for global air travel. Where are the brightest spots for investment in the industry? We discuss the outlook for the transport sector with Ahmad Maghfur Usman of Nomura.
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We speak to Tim Mulholland, President, TJM Limited, Chicago about the implications of the recent rate hike by the Fed and whether we expect to see more in the coming months following the collapse of SVB and Signature.
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The KL REIT sector appears to have shaken off the pandemic slump, with the index up around 2% on a year-to-date basis. Would REITs be the safe haven amid the present market turmoil? We discuss the outlook for Malaysian REITs with Jessica Low of MIDF Research
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The US Federal Reserve has raised interest rates by a quarter percentage point making this its ninth hike since March 2022. and it also indicated that it may be near the end of its rate-hiking cycle. It also warned that the fight against inflation remains ongoing while assuring that the banking system remains resilient despite recent bank collapses. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank takes us through how markets reacted to these developments.
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Global equity markets have been roiled by news of bank collapses, potentially higher interest rates and the geopolitical rumblings. In the past week alone, major indices have move 2 to 3 percent either way on any given day. Jack Kouzi, Director for Strategy for VFS Group talks to us about what opportunities might be out there ahead of what the US Federal Reserve might decide on its interest rate regime.
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The banking crises in the US and Europe sparked a continued appetite for exposure to precious metals, especially gold. Will safe haven flows remain the the key trade for precious metals amid the uncertain macro backdrop? We discuss the outlook for metals with Zhu Yi of Bloomberg Intelligence.
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The past week has been volatile for the US dollar. How will Fed policy direction affect currency markets moving forward? We track the trajectory of global currencies amid the banking sector turmoil and central bank rate hikes with Saktiandi Supaat of Maybank Investment Banking Group.
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The dust from the dramas surrounding Silicon Valley Bank, Signature Bank and Crédit Suisse that had roiled markets for over a week appears to have abated. Investors now look set to refocus on whether or not the US Federal Reserve intends to raise rates and by how much. Song Seng Wun and economist at CIMB Private Banking helps us navigate the noise on what to expect in the coming days.
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The Straits Times Index (STI) was the outperformer last year among ASEAN indices, but it is down 2% on a year-to-date basis at present. We discuss the headwinds buffeting Singapore stocks as well as potential investment opportunities with Geoff Howie of SGX.
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Following last week's turbulence in the banking sector and UBS's recent acquisition with Credit Suisse, we get analysis on where markets are heading this week with Stephen Innes, Managing Partner, SPI Asset Management.
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Sticking to the transport theme, we discuss the outlook for the Malaysian automotive sector with Daniel Wong of Hong Leong Investment Bank.
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In another hit to the banking sector, Credit Suisse shares plunged on the back of concerns over liquidity. Will the USD$54 billion lifeline provided by the Swiss central bank assuage investor concerns? We discuss the financial sector fall out with Walter Todd of Greenwood Capital.
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It has been a choppy trading week particularly for financial stocks this week with the collapse of Silicon Valley Bank, Signature Bank and Silvergate Bank - and then concerns over the 160-year-old Crédit Suisse which caused its shares to tank. Yeap Jun Rong, Market Strategist at IG International, breaks down these stories for us to help see beyond the dust that has yet to settle.
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With fortunes of the Malaysian tech sector highly correlated to global demand for semiconductors, what is the impact of the current cycle downturn and is there potential for technology stocks to stage a sustained comeback? Desmond Chong of UOB Kay Hian gives us his outlook for Malaysian tech.
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Asian markets plunged on Tuesday following the crash on Wall Street and Europe precipitate by the failures of Silicon Valley Bank, Signature Bank and Silvergate Bank. Carlos Casanova, Senior Economist at UBP breaks down how these developments might impact Asian equities and more, with Wall Street subsequently staging a recovery.
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Malaysia expects the domestic construction sector to increase by 6.1% this year, supported by improved performance in all sub-sectors. The construction industry also saw a 10% growth on-year for the final quarter of 2022. However, there was little focus on the sector in Budget 2023 and instead there were announcements that some directly-negotiated contracts will be cancelled and retendered. We speake with Loong Chee Wei, Senior Associate Director, Affin Hwang Investment Bank, to get his input on what to expect.
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Markets are still reverberating from the collapse of Silicon Valley Bank, with regional banks taking a hit over stability concerns. We discuss the response of the Fed and US regulators to limit spillover effects, as well as how this affects monetary policy moving forward with Joe Quinlan of the US Trust-BOA Private Wealth Management.
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We speak to Kingsley Jones, Chief Investment Officer, Jevons Global on what impact will the Silicon Valley Bank collapse have on major U.S financial names as well as gauge the spillover effect on other sectors like technology.
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Tim Mulholland, President of TJM Limited helps us unpack the multiple paradoxes that come with markets in the doldrums amidst expectations of rising interest rates as markets anticipate the next jobs figures.
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Volatility appears to be the trend du jour as investors navigate the will they won't they question of whether or not central banks will raise rates and by how much. Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management, breaks down what he sees might be opportunities in the current climate across the US, China, Hong Kong and Japan.
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With the banking sector a critical barometer of the economy, we discuss the outlook for the banking sector with Nabil Thoo, Research Analyst at RHB Investment Bank.
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Despite the tech heavy NASDAQ composite registering two straight months of growth thus far, Jack Kouzi from VFS strategy is less sanguine on its mid-term outlook.
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Oil prices and the sector had a good year in 2022. However, Brent crude oil futures are flat YTD at US$85/barrel. This in spite of oil pundits earlier in the year calling for prices to reach US$100/barrel which was supposed to be underpinned by strong demand from a China reopening. What does this mean for oil prices in the medium term and is the sector still in favour from an investment perspective? For insights, we speak to Ho Pei Hwa, Regional Energy Analyst, DBS Bank.
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A raft of economic data will be released in the U.S this week, from employment, factory orders to non-farm payrolls. Which would be the most important that will impact the Fed's future monetary policy direction and in turn affect markets? For answers, we speak to Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.
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The FBM KLCI's performance has been disappointing which is down 3% YTD. This has been in line with other regional markets due to the strong and resilient data coming out from the US which has pushed the terminal Fed Funds Rate forecast to 5.6%. The retabling of Budget 2023 with a record RM388.1bn allocation has also failed to excite the market. How should investors be thinking about their portfolios moving into 2023 and which stocks should they be focusing on? For insights, we speak to Anand Pathmakanthan, Regional Head of Research at Maybank Investment Banking Group.
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The U.S Dollar has strengthened in tandem with U.S Treasury yields. With the Fed remaining hawkish on rates, is the reign of King Dollar prolonged? Stephen Innes, Managing Partner at SPI Asset Management tells us whilst giving us his views on Japan's economy.
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2023 appears to be the year for North Asia with the Japanese, Korean and the Chinese markets outperforming on a year to date basis. What then does mean for Singapore equities? Thilan Wickramasinghe, Head of Research, Singapore and Head Regional Financials, Maybank Investment Bank gives us his views whilst diving into the recent results of the listed banks in that city state.
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Australia’s fourth quarter GDP grew at 0.5%, below market expectations due to slower housing spending. Is this lucky country finally heading to a recession? Clifford Bennett, Chief Economist of ACY Securities tells us his views. We also ask if it's time to look at precious metals, in particular gold.
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Still hot US inflation data and the buoyant jobs numbers in February has pushed the Fed Fund Terminal Rate expectations to 5.6% from 4.9% a month ago. What then will the impact be on global growth and does this change the narrative in terms of asset allocation? Ooi Boon Peng, Vice Chairman of Eastspring Investments Singapore gives us his views.
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February was a bad month for U.S equities after a good start, with the Dow and S&P 500 losing 4% and 2.6% respectively. Where are markets heading in March and what will be the catalysts that will drive markets.? We ask Tony Nash, CEO of Complete Intelligence this question and more.
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China’s most important political gathering, the “Two Sessions”kicks off this weekend. What new economic policies can we expect, and how will it align with the central themes set out in their 14th Five Year Plan? Investors will certainly be keeping their eyes open for insights which could provide clues on the market direction. For insights, we speak to Carlos Casanova, Senior Economist, UBP.
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In a span of a month the terminal fed funds rate have moved up 50bps to 5.4% and may even move up further. This is dependent on future inflation data where the recent PCE was higher than expected. How will this impact asset allocation for investors? For answers we speak to Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.
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Budget 2023 was certainly expansionary with a RM388.1bn allocation which is the highest ever. The key highlight was an even larger allocation of RM99b for development expenditure while the B40 and M40 were net beneficiaries with lower taxes and cash handouts. How will Malaysia's equity market react to the Budget and more importantly which sectors and stocks look to benefit? For answers, we speak to Jeremy Goh, Head of Research, Hong Leong Investment Bank.
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US markets took a dive on Friday with economist expecting the Federal Reserve to move the terminal rate to 5.4%. What does this mean for risk on assets? Kingsley Jones, Chief Investment Officer at Jevons Global gives us his views whilst telling us the odd for Australia to fall into a recession.
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Personal consumption expenditure, the Fed’s preferred price gauge will be released later today but is likely to point to the Fed remaining hawkish. Tim Mulholland, President of TJM Limited tells us if this will result in a hard landing for US economy. We also ask him why the diverging performance between Nasdaq and the S&P500.
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Federal Reserve officials at their most recent meeting indicated that there are signs that inflation is coming down, but not enough to counter the need for more interest rate increases. However, on the more positive side most members of the Fed favour rate hike increases of 25bps going forward but the terminal rate could be pushed to 5.25-5.5%. What will this mean for markets in the immediate term? For some insights, we speak to Vishnu Varathan, Head of Economics & Strategy, at Mizuho Bank.
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Global markets have given up a fair of its gains seen in January. This is on concerns on the strong data coming out of the US so far which points to more rate hikes by the Fed. More importantly, a Fed pivot will unlikely happen this year. Also, should investors be focusing more of their investments in developing markets like China? For answers, we speak to Jack Kouzi, Director for Strategy, VFS Group.
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After stronger than expected CPI and PPI numbers, the Fed seems to be struggling to contain inflationary pressures. We ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management what does this mean for the terminal rate and why does the Fed still keep to it's 2% inflation target.
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For 2023, equities have generally been on an uptrend driven by better earnings delivery from companies and better than expected economic data. However, recent data on inflation, employment and the producers price index have spooked markets. Recently St Louis Fed President James Bullard alluded to a possible 50bp increase in rates at the next meeting. What will this mean for global equities and bonds? For insights, we speak to Yeap Jun Rong, Market Strategist, IG International.
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US retail sales in January jumped the most in 2 years and homebuilder sentiment rose in February by most since 2020 whilst US inflation rose by 0.5%. Should the Fed have been more aggressive and gone for a 50bp at the last meeting? Also Cisco's recent results beat expectations and is this a good indicator of strong spending on tech infrastructure and the revival of old tech? We speak to Tony Nash, CEO, Complete Intelligence.
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RHB Research released an interesting regional report recently which was titled ‘ESG Diamonds in the Rough’, where the best companies that met the criteria based on ROEs, low gearing levels, cheaper valuations vs peers and a credible ESG score above the country's median were picked. Alexander Chia, Regional Head of Regional Equity Research, RHB Investment Bank helps us understand the methodology and what are the best picks in Asean.
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US CPI rose by 0.5%, highest in 3 months. Will this change the pace of hikes by the Federal Reserve? Carlos Casanova, Senior Economist at UBP tells us his view whilst commenting on the incoming Bank of Japan Governor.
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US CPI will be released later, we speak to Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management as to his expectations and how that will impact the pace of rate hikes. We also ask him as to why UK equities are outperforming depsite the weak economic outlook.
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Regional stock markets were off to a great start in 2023 where most markets show outperformance in January. Since then markets have given up some gains largely due to the hot US January jobs report. Meanwhile, the FBM KLCI Index has lagged its regional counterparts and is down slightly YTD. What does 2023 hold for the Asia Equity Markets and should investors be looking abroad to other markets to diversify their portfolios? For answers we speak to Simon Lim, Head of Equities, Hong Leong Asset Management.
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Markets took a stumble last week, we ask Kingsley Jones, Chief Investment Officer, Jevons Global if this a precursor of further correction. We also ask him for his views whether there will be significant change to Japan's monetary policy if monetary policy expert Kazuo Ueda is the next central bank governor.
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The recent job numbers from the US has thrown a spanner in the works for equity markets. This may lead to more rate hikes from the Fed Funds and lead to a higher terminal rate. Also is the retail participation in the US stock market still buoyant which may lead to more Meme stocks in play? For insights, we speak to Tim Mulholland, President, TJM Limited, in Chicago.
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Inflation was on the rise in 2022 impacting the wallets of Malaysians. However not all listed consumer stocks were negatively. Syifaa' Mahsuri Ismail, equity analyst from Hong Leong Investment Bank tells us why whilst giving us an outlook for this sector in 2023 and what names to pick.
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China reopening of its economy and borders early this year will certainly see the economy on track for better growth in 2023. Will the recovery be a V or U shaped? Also how should investors be reading the recent comments from the FED on further rate hikes and what will be the terminal rate? For answers, we speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank.
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Jack Kouzi, Director of Strategy for VFS Group tries to help us understand what is exactly happening with US Markets following a series of engagements with Fed Chair Powell as he helps us navigate whether the recent geopolitical tensions between US - China will have any bearing on markets.
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The recent blockbuster U.S January payroll numbers shook market perceptions and quashed expectations that the Fed may be finished with rate hikes. This has caused the market to pullback from the January highs but this may be a buying opportunity for investors. For insights we speak to Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.
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The KL Construction Index kicked off 2023 on a strong footing, up 8% on a year-to-date basis. However the outperformance has mostly been seen among smaller cap names, while the larger capitalisation companies like Gamuda, IJM and Sunway Construction have been laggards. With Budget 2023 on the horizon, what's the outlook of the sector over the next half-year? Loong Chee Wei of Affin Hwang Investment Bank gives us his analysis and top picks.
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The market continues to rally on the lower 25bp increase in rates by the FED and better than expected results from some tech giants like Meta has boosted the performance of Nasdaq. But is the market getting ahead of itself given that fundamentals have not changed too much. For insights we speak to Clifford Bennett, Chief Economist, ACY Securities.
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US markets continued its strong trend seen in January and rallied further on news that the Fed has increased interest rates by a smaller quantum of 25bp yesterday. The statement by the Fed was quite hawkish but that the press conference was more dovish because Powell acknowledged it would take time for the full effect of rate rises to feed through to the economy. What will this mean for markets in 2023? For insights we speak to Tony Nash, CEO, Complete Intelligence.
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Tech heavyweights like Meta, Apple and Alphabet are expected to release results this week. Earnings are expected to be soft but this is likely priced in and investors would be more concerned with the guidance given. The FOMC meeting also starts on February 1 and expectations are for a 25 bp increase but more importantly will be the guidance given on future rate increases. For more insights on this, we speak to Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.
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Global equity markets have started the year strongly with most showing gains. While fund flows have been more apparent in China and emerging markets, US and European markets have also showed relatively strong performance as talks on a recession have fizzled out. With the Fed also likely at the tail end of its tightening cycle, bonds look to be back in favour. However, all eyes will be on February 1 when the Fed meets where there is still a possibility of a higher 50 bp increase. What would this then mean for the rally in stocks and bonds which we have seen so far? For insights, we speak to Stephanie Leung, CIO, Stashaway.
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STI is up by 5% on YTD basis but can this positive momentum be sustained? Geoff Howie, Market Strategist, Singapore Exchange gives us that answer whilst examining the REIT sector in detail.
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As the Chinese markets reopen after the week long Lunar Year Break, we ask Kingsley Jones, Chief Investment Officer at Jevons Global how the markets will behave in 2023. We are dive into the reopening themes and what are the investment opportunities.
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4Q US GDP surprised on the upside with 2.9% growth but still slowed from 3.2% in 3Q. However, is this just an blip and is the economy is weaker than expected when we dissect the numbers further? Additionally are earnings for 2023 still too lofty and will there be further cuts? For insights we speak to Tim Mulholland, President, TJM Limited.
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China’s reopening has sparked hopes of a demand led boost that will soften any chance of a hard economic landing for G7 nations. But how realistic is this view and are the GDP expectations of 5 to 5.5% too optimistic for China? Also what is the read through of Bank Negara Malaysia keeping the OPR unchanged? For insights, we speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank.
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The CSI300 is one of the best performing markets in Asia, while the Hang Seng Index is having an even better run. We ask Jack Kouzi, Director for Strategy at VFS Group if this rally has legs and what sectors will offer best exposure to China's reopening theme.
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Markets are still expected to be volatile in 2023 but what is the best investment strategy to adopt? Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management recommends a barbell approach whilst telling us where to find alpha.
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The Bank of Japan took market by surprise with a shift to their monetary policy. What does this mean for the Yen?
Tony Nash, CEO of Complete Intelligence gives us his views whilst weighing in on the Fed fund rate after the slew of recent economic data.
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China released a slew of economic data; GDP, retail sales, industrial production, new loans and unemployment. What do these macro data points tell us about the state of the economy currently and in 2023? Carlos Casanova, Senior Economist at UBP helps us unpack this.
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The Treasury Department warned that the U.S. will reach the debt limit on January 19 and will need extraordinary measures from Congress to avoid a default. How concerned should financial markets be with this upcoming event? Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management tells us.
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Global equity markets and also in the US are off to a great start in 2023. This was partly driven by the more modest US CPI print for December. But should investors exercise caution especially when earnings season has kicked off. A key a concern would be declining profit margins which may lead to compression of valuation multiples. For insights, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global.
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December's CPI figure was better than expected but will this be enough to convince the Federal Reserve to be less hawkish. Tim Mulholland, President, of TJM Limited in Chicago tell us his answer whilst giving us his ideas if you are a China bull.
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Markets have been rallying despite the Fed cautioning against unwarranted easing in financial conditions.
Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank tells us if it is a good idea to bet against the Federal Reserve and his expectations of the all important CPI figure.
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The Nasdaq index has fallen more than 30% in 2022 but is up YTD in 2023. Is it time to relook at some of the larger and more established tech names like Apple and Amazon? Also, with China's reopening, what sectors should investors be focused on? For insights, we speak to Jack Kouzi, Director for Strategy, VFS Group.
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Share price gains for the Malaysian automotive sector have been decent in 2022 with most stocks showing gains led by Bermaz Auto which was up 35%. This is on the back of strong TIV sales for 11M22 which rose 45% yoy to 642,306 units underpinned by healthy backlog orders received prior to the sales and service tax (SST) holiday expiry on 30 June 2022. However, with a looming global recession and higher interest rates moving in 2023 coupled with the expiry of the SST holiday, how will the sector perform in 2023? For insights, we speak to Jim Lim Equity Analyst at RHB Investment Bank.
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The market is currently pricing in a rate cut in the US for 2023 which may be too optimistic given the Fed has remained steadfast in its fight against inflation. However, the silver lining is China reopening which has happened faster than expected may help lift global growth. What does all this mean for global economies? For insights, we speak to Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.
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The Hong Kong and Chinese equity markets have been the outperformers among Asian markets on a year to date basis no thanks to China ending their covid zero strategy. We ask Tan Teng Boo CEO of Capital Dynamics Group what are the best proxies buys for this theme and his views on other Asian markets.
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America's employers added a solid 223,000 jobs in December. Although it was a decent gain, it was the lowest monthly increase in two years. Does this mean the job market has begun to cool off and what does this mean for terminal Feds Fund Rate? Also, what does a China reopening mean for the Australian dollar and its currency? For insights, we speak to Clifford Bennett, Chief Economist, ACY Securities.
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Gloves were the darling sector in 2020, where every company involved in its manufacturing saw its share prices jump by multiple times, no thanks to the pandemic that created a global shortage. Fast forward two years later, the sector is plagued by overcapacity, falling average selling prices with even the larger players in the red. What then does the future hold for the glove sector and is it time for investors to perhaps be taking a more contrarian view on the sector? For insights, we speak to Sophie Chua, Equity Analyst at Hong Leong Investment Bank.
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US markets are off to a rocky start as the Fed remains firm in its commitment to bring down inflation to 2%. This is in spite of the Fed Funds Futures pricing a rate cut this year. Should investors now be positioning for value stocks given the long standing underperformance and only switch to growth once a Fed pivot is clearer? For insights we speak to Walter Todd, President and Chief Investment Officer, Greenwood Capital.
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The performance for M-REITs have been rather resilient for 2022 even in a rising interest rate environment, where Bank Negara Malaysia has raised the Overnight Policy Rate by 100 bps. Jessica Low, Senior Analyst at MIDF Amanah Investment Bank tells us her outlook for 2023 and what are her top picks.
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The minutes from December’s FOMC meeting have been released. Tony Nash, CEO of Complete Intelligence gives us his insights on what this means for the pace of rate hikes in the US. He also gives us his views on oil price as the black gold has fallen by 9% in the last two trading days.
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The transportation sector ended mixed for 2022 on Bursa Malaysia, with only Malaysia Airports chalking up gains of 10%. Meanwhile, developed markets such as the US and EU seem likely to face recession this year. While China’s reopening is positive, there are also concerns on bottlenecks, with rising Covid-19 cases and testing requirements. How should investors position for exposure to the transportation sector and which stocks they should buy? For insights, we speak to Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia.
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China reopening will certainly lift commodities demand such as lithium and iron ore which may be positive for Australia and commodity related stocks. Given funds are still generally underweight China equities, should investors start nibbling and what sectors and stocks should they be focusing on? For insights, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global.
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2022 was generally unkind to equity markets, especially developed markets like the US which had its worst performance since 2008. This caused a selldown globally and of course Malaysia was not spared. But as we head into 2023, Malaysia looks more stable politically and with a China reopening, will there be catalysts that would cause a rerating of the market? For answers we speak to Alexander Chia, Regional Head of Research, RHB Investment Bank.
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2022 was unkind to equity markets, especially the US which had its worst performance since 2008. But will 2023 see a positive rerating of markets? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us whilst giving us his top ideas for the year.
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Although the US has had their worst performance since 2008, is there more downside risk? We ask Tim Mulholland, President of TJM Limited in Chicago this pertinent question as we look ahead to 2023. We ask if we should consider safe haven assets and what they are?
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With China reopening its borders fully, what are the implications to its economy and to Hong Kong? These are questions we pose to Carlos Casanova, Senior Economist, UBP. We also ask if the era of King Dollar is over.
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The expected Santa rally for US equities did not materialise for a second consecutive year due to largely fears of a possible hard landing. In comparison, China and HK equities appear to have performed better in 4Q driven by the slew of relaxation of Covid-19 policies. Where are markets heading in 2023 and when will it bottom? For answers we speak to Jack Kouzi, Director for Strategy, VFS Group.
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How aggressive will the Fed be in 2023 in light of an impending recession and will Asian Central Banks be able to decouple or will it have to resort to being price takers? China has further eased its Covid-19 restrictions by scrapping quarantine for inbound travellers. But will this be met by higher infections and has this been somewhat priced in by markets. For answers, we speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank.
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The FBM KLCI Index has been range bound over the past few weeks and is unable to break the psychological barrier of 1500. This is in spite of a new government in place and Prime Minister Datuk Seri Anwar Ibrahim winning the confidence vote in parliament. What does 2023 hold for the Malaysian equity market and what sectors and stocks will be in focus? For answers, we speak to Tushar Mohata, Head of Equity Research at Nomura Malaysia.
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Peter Lim, Chief Research Officer, Trident Analytics shares his thoughts on how markets will perform in 2023 after a challenging and volatile year for markets in 2022.
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Will 2023 be another year of volatile oil prices as the US and Europe face a cold winter? Tony Nash, CEO of Complete Intelligence tells us his thoughts while we discuss the recently released US macro data on housing sales and consumer confidence.
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As the global economy reopens and normalcy returns, 2023 looks to be a better year for travel and in turn the aviation industry. The International Air Transport Association (IATA) is forecasting a return with a small net profit of $4.7 billion in 2023, which will be its first profit earned since 2019. Daniel Wong, Senior Analyst at Hong Leong Investment Bank tells us what stocks will benefit from this.
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The Bank of Japan caught markets off guard by tweaking its yield curve control policy. This allows the yield on the 10-year JGB to move 50 basis points either side of its 0% target. This caused the Yen to appreciate by 4% against the US Dollar. Song Seng Wun, Economist, at CIMB Private Banking tells us the implications of this.
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The KL Property Index is down by a whopping 55% year-to-date, faring far worse than FBM KLCI which is down by 6%. This underperformance has been driven by a combination of issues such as higher interest rates which raises the repayments of consumers, overall worsening inflationary pressures and uncertainty on the general elections which was only recently concluded. With all these confluence of factors continue to drive share prices lower or will the fortunes for the sector finally turn in 2023? For answers, we speak to Loong Kok Wen, Senior Analyst at RHB Research Institute.
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A handful of major companies like Nike, FedEx will be reporting this week, but is it a foregone conclusion that we are facing not just an economic recession but also an earnings recession? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us while diving into that debate of EM vs. DM.
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The Straits Times Index (STI) is now only up 3.8% YTD, but is still one of the better performing markets in Asia. The recent sell off has been roughly in line with other Asia markets with rising recession fears. With 2022 already coming to a close, how should investors be thinking about their portfolios in Singapore and what would be the common investment themes for the year ahead? For insights, we speak to Geoff Howie, Market Strategist, Singapore Exchange.
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The US market has rebounded strongly from the October lows but has since given back some gains. With an imminent recession and still hawkish Fed, it is more likely there will be more downside for US markets. Where should investors start to position their portfolios for a better risk reward profile? For answers, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global.
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Major central banks ended the year, raising interest rates as they combat persistent inflation. What does this mean for markets? Tim Mulholland, President at TJM Limited in Chicago tells us whilst giving his asset allocation strategy for 2023.
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With the Fed raising interest rates by 50 bps, we ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, the likely trajectory rates in 2023 as economic projections moderate.
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The US consumer price index, which is core inflation, posted its smallest monthly advance in more than a year at 0.2%, which is lower than the median estimate of 0.3%. Will this lead the Fed to take a less hawkish stance? Jack Kouzi, Director for Strategy at VFS Group tells us whilst giving us views on the Chinese equities.
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The KL Technology Index has retreated by 32% on a year-to-date basis, with the sector weighed down by rising interest rates, recession concerns and ongoing US-China tensions. Is the worst over for the sector, given signs of peak inflation and easing of Covid-19 policies in China? Desmond Chong of UOB Kay Hian gives us his outlook for the Malaysian tech sector.
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With a rough start to December for the equity and credit market, how should investors then position for 2023? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us whilst diving into the opportunities in China as it gradually reopens.
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Analysts have been reluctant to cut earnings estimates but with margin compression and a slowing economy, this may be inevitable. What does this mean for equity markets? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management tells us whilst giving us his views on credit which had underperformed in the era of cheap money.
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The KL Construction Index has been inching up, rising by 2% year to date, beating the performance of the KLCI which is down 6%. So far for 2022, there has been a lack of newsflow on the sector, while the largest infrastructure project MRT 3 has yet to be awarded. However, despite having a new government which would provide some stability for the sector, its strained balance sheet will provide little room for the rollout of the large mega projects. How will contractors navigate their business during this still uncertain period? For answers, we speak to Loong Chee Wei, Senior Associate Director Affin Hwang Investment Bank.
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Interest rates in the US are likely peaking in 2023 as the Fed has guided the pace of rate increases to be smaller, while signs of inflation concerns continue to abate. This is reflected in the widening spreads between the 2 year and 10 year US Treasury which is now at 0.8% compared to 0.4% in September. Will this finally make bonds a viable option as an asset class? For insights, we speak to Jesse Liew, Chief Investment Officer, Fixed Income ASEAN, Principal Southeast Asia.
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With US interest rates peaking in 2023, it looks like the era of the king dollar is over. So then what is the investment strategy to adopt for 2023? Peter Esho, Co-Founder of Wealthi, a property investment platform, gives us his outlook and whether it is time for value to shine.
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The Banking sector has been one of the outperformers and more resilient sectors on Bursa Malaysia this year as the KL Finance Index is up 6.8% versus broader FBMKLCI decline of 6%. This has been lifted by a series of cumulative OPR hikes resulting in better Net Interest Margins and in turn Return on Equity However, competition in the banking space is also getting more intense especially in CASA. With the pace of rate hikes likely tapering off, will banks lose their shine as investors shift to other higher beta sectors? For insights, we speak to Nabil Thoo, Research Analyst at RHB Investment Bank.
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The spread between the 2 year and 10 year US treasuries have widened with markets saying that a Powell recession is here. We speak to Tony Nash, CEO of Complete Intelligence as to whether he agrees. We also ask him if the recent aggressive job cuts by the tech and now finance sector will be part of the Federal Reserve's decision making process at the next FOMC meeting.
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Australia’s RBA decided to raise rates by 25 basis points with analysts saying that this will be the last hike in this cycle. Other Asian central banks are expected to be less hawkish. Carlos Casanova, Senior Economist at UBP tells us why they can afford to take a different path compared to the Fed.
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There are signs that point to inflation peaking globally and reaching a point of stability. This may see the bond market finally see some reprieve in 2023 and drive interest in the asset class. With the US Dollar likely to have peaked, will emerging market bonds outperform developed market bonds? For answers, we speak to Dr. Ray Choy, Head of Economics & Research at Opus Asset Management.
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China and HK Equities had a strong November where the Hang Seng Index rose by 25% after a steep correction post the China Party Congress Meeting. With Xi's government already signalling to a gradual opening of the economy, favourable monetary policy and a low interest rate environment, is it time to be bullish on China/HK Equities? For answers, we speak to Lee Kian Soon, CEO, Astral Asset Management.
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The FBM KLCI's performance in November was pretty stellar, rising by nearly 4% for the month. The recently concluded results season was pretty mixed. Among the large cap sectors, banks' earnings clearly delivered stronger profits lifted by the series of OPR rate hikes this year. Now that a cabinet is in place, the direction of the market in December and moving in 2023 will also hinge on the tabling of a new Budget, addressing of subsidies and other fiscal reforms. How should investors be thinking about their portfolios moving into the final month of 2022 and 2023? For answers, we speak to Alexander Chia, Regional Head of Research, RHB Investment Bank.
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Over the weekend, there was a raft of relaxation measures announced in China over its Covid policies. What does this mean for Asian markets and the economy? Kingsley Jones, Chief Investment Officer at Jevons Global tells us whilst giving us the potential winners of this news.
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Tim Mulholland, President, TJM Limited shares with us his perspective on the recent comments by Jerome Powell and whether a global recession in 2023 is inevitable.
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Markets rallied on the back of Fed Chair Jerome Powell's comments but we ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank if the end of rate hikes is indeed near. We also then ask if this will be followed by the demise of King Dollar as it has been seeing weakness in the last few months.
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With markets taking a breather as all eyes will be on Jerome Powell's speech later today, we ask Jack Kouzi, Director for Strategy at VFS Group on the ideal asset allocation strategy. We also dive into the Chinese equity markets and what will be driving performance, or lack of it.
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The rising protests against Covid restrictions in China caused Chinese and Hong Kong stocks to plummet. How are global financial markets likely to react to these events given China is still one of the largest economies in the world. Will this see more inflows to US Equities? We speak to Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.
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The market responded positively with the recent formation of a new federal government starring PH-BN that is led by Datuk Seri Anwar Ibrahim, with the FBM KLCI rallying by more than 4% at breaking the 1500 psychological barrier yesterday. Even so, there is much to do for the new Prime Minister and government, with among their priorities including appointing a fully functioning cabinet and tabling a new budget. This would certainly be closely watched by investors, which also raises questions: are there any short term tactical positioning investors can capitalise on and will the market have more legs to rally into the year end? We speak to Imran Yusof, Head of Research of MIDF Amanah Investment Bank for more insights.
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A global recession might be on the horizon but is Singapore a safe haven market? Paul Chew, Head of Research, Phillip Securities, a member of Phillip Capital explores this perspective and what should be the top picks for that very open economy.
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The released Fed minutes show that most officials are backing a slower pace of interest rate hikes. Markets reacted positively but this is false optimism as the terminal Fed Funds Rate may eventually be higher. The 3Q reporting in the US is also coming to a close and 75% of corporates experienced downgrade in earnings. Have the cut in earnings by analysts been adequate or will there be further downside, with 2023 outlook still uncertain? For answers, we speak to Tony Nash, CEO, Complete Intelligence.
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The Chinese government has been instituting policies to revive the economy with the property market being the first beneficiary. Now, Chinese banks were told to step up credit support for the economy, including expanding medium to long-term loans to support infrastructure investments. Will this only be a short term measure to stem the likely growth in the economy with still lockdowns happening in China? For insights we speak to Carlos Casanova, Senior Economist, UBP.
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2022 has been one of the worst years for both equity and bond markets, with the MSCI World Index down 18% year-to-date. Patrick Chang, Chief Investment Officer, Equities at Principal Southeast Asia tells us if 2023 will be a better year and what should be the ideal asset allocation as markets will still be volatile.
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US markets are headed for a shorter trading week due to the Thanksgiving holidays, with major indices locked in a trading range. But what are the data points we should pay attention to for direction? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management answers that question whilst weighing in on his expectations of the retail sector on the back of Black Friday sales.
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The outlook for the FBM KLCI is looking uncertain. But there will be more clarity once a new government is formed when leaders meet the YDPA. In a possible PN led government, the differentiating factor is PAS which has the largest number of seats in parliament at 49. How will this be viewed by investors in terms of policy making and representation in various Ministries? For insights, we speak to Alexander Chia, Regional Head of Research, RHB Investment Bank.
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With a global recession on the cards, what is the optimum geographical and asset allocation? Kingsley Jones, Chief Investment Officer, Jevons Global points us in the right direction that includes non-USD assets and sectors like luxury goods and certain metals.
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New jobless data came in below forecast with the labour market showing strength while retail sales were increasing at the fastest pace in 8 months. Does this mean that Fed Fund peak rate is still a long way off and will it peak at 5%? Separately, on cryptos - what does the collapse of FTX hold for listed Crypto exchanges like Binance and Coinbase and cryptocurrencies as a whole? For insights we speak to Tim Mulholland, President of TJM Limited.
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While we seem to be at crossroads with softer US CPI and PPI data, retail sales figures have been still rather robust. This has fuelled a market rally in November while the USD continues to weaken with the Bloomberg dollar spot index only up 8.5% from 15%. This may persist as long as the equity market continues to be risk on. Over in China, consumer spending contracted in October, its first decline in four months. Will the Chinese government introduce any measures to boost the retail economy similar to the property sector? For answers, we speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank.
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The S&P 500 rose 8% over the past month. Is risk on sentiment returning to equities in a big way, or is it just another bear market rally? While October inflation data came in lower than expected, there are early signs that inflation may have reached a peak. China/HK stocks have also been on a tear and are technically in bull market territory. We speak to Jack Kouzi, Director for Strategy, VFS Group if the market has legs to move up further.
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With US markets taking a dip on the back of comments by Fed Officials that the inflation target of 2% remains a priority, what does this mean for monetary policy in the US? Joe Quinlan, Chief Market Strategist of US Trust-BOA Private Wealth Management tells us his views whilst weighing in on Malaysia's potential in the technology space.
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Markets have reacted positively to the lower inflation print in October. But is this sustainable given its just one data point and inflation is still a far cry from the Fed's target of 2%. Does this also mean that the USD has peaked and investors should also be looking at other Asian currencies? For answers, we speak to Clifford Bennett, Chief Economist, ACY Securities.
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The US released better than expected inflation figures of 7.7% thus causing markets to rally but is this sustainable? Brian Arcese, Portfolio Manager & Equity Analyst of Foord Asset Management answers that question. We also ponder if the new headwind is the earnings compression and if that has been priced in yet.
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The Crypto market is going into free fall with the impending collapse of the exchange FTX. What reverberations does this have on the wider financial market? Tony Nash, CEO of Complete Intelligence tells us whilst giving us his views on the next set of US inflation figures.
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The S&P 500 is still closing at session highs despite the uncertainty over midterm elections and Fed pronouncements. Is this a sign that momentum is turning bullish? This is expected to also lift Asian equities. Should investors focus more on Asia given the strong current account surpluses and export oriented nature of most Asian countries? For insights, we speak to Paul Chew, Head of Research, Phillip Securities, a member of PhillipCapital.
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Will the outcome of the US midterm elections change the direction of economic policy and markets? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us his views whilst weighing in on inflation data due out later this week.
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With global leaders in Egypt for COP27, we turn our attention to ESG investments and ask Kingsley Jones, Chief Investment Officer, at Jevons Global as to what opportunities exist and are there less obvious choices?
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With US midterms round the corner, we ask Tim Mulholland, President of TJM Limited what would be the impact of the Democrats losing both houses to the Republicans on the market. We also dive into the impact of the rising Fed fund rate on the bond market.
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The Fed raised rates by 75 bps as expected but what was a surprise was that they may reduce the quantum of the hikes but that rates may go higher than earlier projected. We ask Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank why they have taken this approach and when will rates peak?
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Market took a dip on the back of robust job data which suggest that the Federal Reserve will continue with its hawkish stance. We ask Walter Todd, President and Chief Investment Officer at Greenwood Capital if the pace of aggressive rate hikes will continue and if it's time to look at the bashed down sectors like consumer discretionary and technology.
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It is almost a given that the Fed will raise interest rates by 75bp this week. But will the rate of increases taper off from here, as there appears to be signs of inflation abating, money supply growth easing and unemployment inching up. However, the pace of increases may not taper off so soon for UK and Europe, as the inflation there is still high. For insights, we speak to Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.
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Asean markets have moved divergently with Indonesia being the best performing on a year to date basis. We ask Terence Chua, Senior Research Analyst at Philip Securities as to which markets will perform best in 2023 whilst taking a look at the recent Singapore bank results.
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Will the results of big tech, which are an indicator of a weak economy, cause the Federal Reserve to slow down the pace of their rate hikes and adopt a more dovish stance? Peter Esho, co-founder of Wealthi tells us his views whilst telling us if Australia is still a lucky country.
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Global semiconductor players have invested heavily to build up capacity following supply chain disruptions during the pandemic, but it appears that the boom times receded, as the industry is now facing an oversupply scenario amid a looming global recession. Meanwhile geopolitical tensions between the US and China are also affecting growth projections for the chip industry. How will these developments affect the fortunes of Malaysian semiconductor players? Tan J Young of Hong Leong Investment Bank weighs in on the sector outlook.
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Investors were not impressed by results from Meta and Alphabet leading to a sell-off in tech stocks on Wall Street. We speak to Tony Nash, CEO of Complete Intelligence, to find out how results from Apple and Amazon set to come out soon might impact overall market sentiment.
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2 of the big tech reported their results last night which were a mixed bag. We ask Jack Kouzi, Director for Strategy, VFS Group on what to make of the results, and whether it is time to bottom fish. We also ask him his expectations on Meta, Amazon and Apple results which come out later this week.
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With country borders reopened, what has the impact been on the aviation sector? In fact do elections add an extra boost to earnings? Yin Shao Yang, Associate Director of Maybank Investment Bank, gives his views on the sector and what his top picks are.
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Hong Kong's Hang Seng index had the biggest one day decline in history. We ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management the reasons for this and the repercussions it has on Asian economies and markets.
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The Thailand SET Index has been one of the better performing ASEAN markets, partially aided by a more hawkish Bank of Thailand and lower local bond yields. But the overall economy remains fragile because of its heavy reliance on tourism. How should investors position themselves on Thai stocks? Daniel Ng of ABRDN discusses market strategies for Thai equities.
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Another down day for US Equities while Treasury Yields are at the highest level since the Global Financial Crisis. What spooked markets? Tim Mulholland, President of TJM Limited in Chicago tell us whilst giving us the best investment strategy to adopt.
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China has yet to release its 3Q22 GDP numbers. While this is historical, looking at Xi Jinping's speech thus far emphasising security over the economy, does this imply slower GDP for the years ahead? With inflation running wild in US, there is a chance the Fed Funds rate could breach 5%. For answers, we speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank.
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Malaysia's government bond market has been under pressure as selling by foreign investors has picked up. This has been on the back of a more hawkish Fed which is now looking at a terminal Fed Funds Rate of 4.5%. Will there be any reprieve on the local bond market moving into 2023 as the rate of interest rate increases will slow down? For insights we speak to Jesse Liew, Chief Investment Officer, Fixed Income ASEAN, Principal Southeast Asia.
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US markets rallied for the 2nd day on the back of good corporate results but is this just a dead cat bounce? Kingsley Jones, Chief Investment Officer at Jevons Global tells us whilst diving into the strength of the US Dollar.
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With the Malaysian equity market facing a hawkish Federal Reserve and pending general elections, what is the best investment strategy to adopt? Alexander Chia, Head of RHB Regional Research tells us his views.
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The earnings reporting for banks in the US has so far beat analyst expectations - the most recent being Bank of America. The sector continues to look promising with strong consumer spending. Yet questions still remain: should we focus too much on China's weak 3Q GDP? Will we see the reflationary theme emerge in 2023? For more insight, we speak to Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.
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The US dollar continues to hit new highs against the Ringgit and even the Yen. We ask Chris Wong, FX Strategist of OCBC Singapore, for the reasons behind this and whether this is sustainable.
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With currency volatility and sharp interest rate hikes, memories of the Asian Financial crisis come flooding back. But what are the chances of a part two? We ask Lee Kian Soon, CEO of Astral Asset Management for his thoughts.
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The banking sector has been a steady performer. It was also an indirect beneficiary of Budget 2023 with incentives given for SMEs and the B40 group. While it will continue to benefit from more OPR hikes by BNM, a potential headwind is the eventual normalisation of OPR rates possibly in mid-2023. For more insights on this, we speak to Samuel Woo, Equity Analyst at MIDF.
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All three US indices rallied yesterday in spite of higher than expected inflation data. This was certainly puzzling and is this another bear market rally? The inflation data will likely result in at least two 75bp hikes for the rest of this year. We speak to Clifford Bennett on his views on this.
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Budget 2023 is expected to put more disposable income in the pockets of largely the B40 and also the M40, with cuts in income tax, cash handouts and e-wallet credits. But how much upside will this give the retail sector, given higher interest rates, inflationary pressures and the uncertainty of elections? We get analysis from Syifaa' Mahsuri Ismail from Hong Leong Investment Bank.
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All eyes will be on the US CPI data as it gives us an indication of the quantum and pace of rate hikes. But is the Federal Reserve too slow to see if inflation is coming down when there is anecdotal evidence of slowing car and homes sales? Tony Nash, CEO of Complete Intelligence tells us.
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Budget 2023 demonstrated Malaysia's commitment towards the adoption of electric vehicles that included the extension of the current import and excise duties exemption for EVs for another year. That covers fully-imported models but there was no mention for locally-assembled EVs. We speak to Jim Lim, Equity Research Analyst at RHB Banking Group for his take on how these measures including initiatives to ensure more charging infrastructure is put in place, might impact Malaysia's automotive sector.
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The Australian dollar is down 14% against the greenback on a year to date basis while the property markets is in the doldrums. What does this mean for the lucky country's economy? How resilient is it against a global recession. Jack Kouzi, Director for Strategy at VFS Group tells us.
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Despite less hawkish statements from some Fed officials, Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, tells us that inflation is still a key priority. What then does this mean for markets?
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How are markets reacting to the dissolution of Parliament? We discuss the outlook for equities with GE15 on the horizon with Anand Pathmakanthan of Maybank Investment Bank.
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Asia's regional growth outlook has deteriorated over the last month as recessionary fears bite. Even the MSCI Asia Index has declined by 26% on a year to date basis. So what are the safe haven assets we should consider? Tan Teng Boo, Managing Director of Capital Dynamics gives us his views.
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OPEC+'s decision to cut production at 2 million barrels, the highest since 2020 has caused oil prices to surge. What are the repercussions to the fragile economic recovery and markets? Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, tells us.
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Finance Minister has warned that the economy might face challenging times in 2023. Since banks are a barometer of economic growth, what is the growth outlook? Nabil Thoo, Equity Research Analyst at RHB Banking Group gives us his view of this critical sector and his top picks.
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The RBA surprised the market by raising rates by 25 instead of 50 basis points. We ask Kingsley Jones, Chief Investment Officer at Jevons Global, the reasons for this move whilst diving into what is driving Gold prices at this juncture.
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With the tabling of Budget 2023 round the corner, will the sectors that historically benefitted do so this time round? We ask Simon Lim, Head of Equities at Hong Leong Asset Management that important question.
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With twin mandates of full employment and a 2% target inflation rate, how will the Federal Reserve navigate and are these at odds with each other? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management explains this conundrum to us.
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The Straits Times Index (STI) has given up all its gains on a year to date basis but still remains one of the better performing Asia markets. What then is the outlook for the last quarter of the year considering the deceleration of the global economy? Geoff Howie, Market Strategist at Singapore Exchange gives us his outlook.
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With the S&P500 down more than 25%, is now the time to relook at markets, or are we firmly in bear market territory? Peter Lim, Chief Research Officer at Trident Analytics tells us his views whilst diving into the perennial value vs. growth debate.
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Not all REITs are performing the same. Some sectors such as retail and industrial are performing better than office but will this trend continue in 2023 in a rising interest rate environment? Jessica Low, Equity Analyst at MIDF Amanah Investment Bank gives us some insights.
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The US dollar continues to appreciate with the Fed's hawkish stance while the UK pound has depreciated sharply over the impending tax cuts. We ask Song Seng Wun, Economist at CIMB Private Banking if we are indeed in a recession and facing an prolonged bear market.
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The KL Transport Index performance has been mixed but is the worse over with energy prices coming down or is the impending recession the new headwind? Ahmad Maghfur Usman, Transport Equity Analyst at Nomura Malaysia tell us his views on the sector and his top picks.
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The Bank of England surprised markets by announcing that it would buy long dated government bonds in order to stabilise capital markets. Tony Nash, CEO of Complete Intelligence explains why and what does this mean for the Pound.
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With markets in a bear market, are there still opportunities to bottom fish? Jack Kouzi, Director for Strategy at VFS Group gives us his views whilst telling us the impact of a strong dollar on other currencies.
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With a recession looming in Europe, US and China, is it possible that the world economy will face a recession worse than the Great Recession of 2008? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us.
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Markets in Asia came under selling pressure after the Federal Reserve maintained their hawkish stance with only the Jakarta Composite Index and the Singapore Straits Times remaining in positive territory on a year to date basis. So how should one position for market volatility? What is the best investment strategy to adopt at this juncture? Patrick Chang, Chief Investment Officer, Equities, at Principal Southeast Asia gives us his views.
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How will the hawkish Fed and UK's shift in fiscal policy affect Malaysia's 2023 Budget and Bank Negara Malaysia (BNM)'s stance at the upcoming MPC meeting in early November? We turn to Dr Ray Choy, Head of Economics & Research at Opus Asset Management for some answers.
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UK Chancellor of the Exchequer Kwasi Kwarteng has just launched the biggest package of tax cuts in half a century. This much criticised mini budget has caused the pound to depreciate by more than 3% against the greenback. We ask Kingsley Jones, Chief Investment Officer at Jevons Global about the UK economy and how much lower can the currency go.
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The Malaysian Automotive Association's latest vehicle sales data showed that there were 36% more vehicles sold in August this year from the previous month. This was mainly because of backlogged orders with dealers trying to beat the June 30th deadline for the Sales & Service Tax exemption. Jim Lim, an analyst at RHB Research, takes us through what we might expect for the sector amidst supply chain constraints along with Putrajaya's push to encourage EV adoption with its various incentives.
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How are markets digesting the latest US Fed rate hike and pace of monetary policy tightening? We look ahead to the third quarter earnings season as well as employment trend projections with Tim Mulholland of TJM Limited, who also discusses options-based strategies to consider in volatile conditions.
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The Fed raised rates by 75bps as expected but it was Jerome Powell's comments that spooked markets as it signaled that crushing inflation was a priority. With rates expected to peak at 4.6% in 2023, what does this mean for markets and the economy? Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank gives us his insight.
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The performance of listed construction players on Bursa have been mixed with the larger capitalised players like Gamuda and IJM outperforming the smaller cap counterparts. Loong Chee Wei, Senior Associate Director, AffinHwang Investment Bank tells us if Budget 2023 will change that narrative.
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How does one position for long term inflation? What are the asset classes and also sectors that will outperform in the long term in such an environment? Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management gives us some ideas.
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Geopolitics has taken on a new dimension this year with the invasion of Ukraine by Russia in February. This has led to a new thinking of the global order. What then would the impact be on Malaysia if there were indeed an attack on Taiwan by China? Imran Yusof, Head of MIDF Research gives some insights.
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Volatility will persist as the Fed maintains their hawkish stance but is it going to be a 100bps or 75bps hike this Wednesday? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us his expectations.
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On Wednesday, the Federal Reserve will meet and likely raise rates by at least 75bps. How will markets react and in turn how will other key central banks respond? Clifford Bennett, Chief Economist at ACY Securities gives us his opinion and the impact it will have on the currency market.
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India's broader stock market index Nifty 50 has risen by 18% from its YTD lows in June after being sold down for the earlier part of the year. Pramod Amthe, Head of Equity Research at Incred CGS CIMB, India tells us what the investment opportunities are and also if government policy has been pro-market.
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With stronger inflation data suggesting that the Federal Reserve will continue with their hawkish stance, what then does this mean for markets? And will inflation be exacerbated by the potential rail strike. Tony Nash, CEO of Complete Intelligence tells us whilst diving into the impact of a strong greenback.
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The Jakarta Composite Index (JCI) has been a star performer vis-a-vis other Asia markets, up by 9% year-to-date. With global headwinds affecting Indonesian monetary policy, can the JCI continue to outperform in the region? and be successful in keeping inflation in check?
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US markets plunged levels not seen since 2020 on the back of higher than expected inflation. Is it time to buy the dip or should we look for safe haven assets? Jack Kouzi, Director for Strategy at VFS Group gives us his views.
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Elevated Brent crude oil prices this year have boosted Petronas' coffers, with the national oil company allocating some RM60 billion for capex, double the previous year's figure. How much will this contribute to improved earnings delivery of local oil and gas players? Maybank Investment Bank analyst TJ Liaw weighs in with his stock recommendations.
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Will US CPI figures reveal that inflation has peaked? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us his views whilst revealing his preferred asset allocation as markets are expected to remain volatile.
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The performance of listed property players on Bursa has been challenging with the KL Prop Index down 7% YTD reflecting the general trend of earnings. However will Budget 2023 bring much needed catalysts for this sector or has the recent hike in the OPR pushed the recovery in the sector further back. Loong Kok Wen, Senior Analyst, RHB Research gives us her insights.
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The S&P500 rallied 4% last week but is this the beginning of a bull market? Kingsley Jones, Chief Investment Officer at Jevons Global warns otherwise whilst telling us about the new headwind, US dollar strength.
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The S&P 500 has erased about half of its gains from the summer bear market rally. Has the market been oversold or can we expect further correction. Tim Mulholland, President of TJM Limited gives us his views whilst telling us which sectors look attractive at this juncture.
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With the Fed maintaining its hawkish stance, US dollar continues to strengthen against most major currencies especially the Chinese Yuan and Japanese Yen. Will this force the hand of the respective central banks to intervene. Vishnu Varathan, Head of Economics & Strategy of Mizuho Bank gives us his insights.
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The Bursa Malaysia Technology Index has slowed down significantly as it is down by around 30% since the start of the year, following the trend of Nasdaq. We ask Tan J Young, Senior Analyst, Hong Leong Investment Bank whether companies have learnt their lessons from supply chain disruptions and the impact of geopolitical tensions.
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Terence Wong, Founder & CEO of Azure Capital shares his perspective on Hong Kong's capital markets and deep dives on opportunities and challenges that remain in the travel and oil & gas sector
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With inflation at 4.4% in July and the strong outflows, is Bank Negara forced to raise rates? Wan Suhaimie, Head of Economic Research, Kenanga Investment Bank gives us his views whilst commenting on the recent Ringgit weakness.
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With more than 60 million Chinese citizen under lockdown, there will undoubtedly be a negative impact on the economy. What is the consequence to to Malaysia's economy? Peter Lim, Chief Research Officer at Trident Analytics tells us.
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2nd Quarter Results Season has just concluded and it was relatively decent but with markets in negative territory on a year to date basis, will Malaysia be able to outperform? Anand Pathmakanthan, Head of Regional Equity Research at Maybank Investment Bank gives his outlook.
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With the end of the era of cheap money, what is the best investment strategy to adopt especially since growth may not longer be the best option? Peter Esho, Co-founder, Wealthi gives us some suggestions.
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Year to date, STI has remained in positive territory, one of the best markets in ASEAN. Geoff Howie, Market Strategist at Singapore Exchange explains why whilst telling us whether those positive gains will continue for the rest of 2022.
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All major currencies in Asia have depreciated significantly especially the Yen which has broken past the 140 levels, last seen in 1998. Meanwhile the Euro is also at parity with the greenback. We speak to Carlos Casanova, Senior Economist at UBP for his views on currencies.
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The FBMKLCI on a year to date basis is not the worst performing market in ASEAN but still underperforms Singapore and the Jakarta. Can the Malaysian market play catch up? Does the recently concluded result season give us any clues as to whether it is possible. Alexander Chia, Regional Head of Research, RHB Bank tells us.
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Can the Federal Reserve engineer a soft landing for the US economy? Are the odds stacked against them especially if consumer spending stops suddenly. Tony Nash, CEO, Complete Intelligence gives us his views.
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After the Jackson Hole meeting last Friday, markets continued to correct on the realization that rate hikes are inevitable to quash inflation. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what this means for markets in the coming quarters.
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At Jackson Hole, it is apparent that central banks will continue with their hawkish stance and hike interest rates to address inflation. Kingsley Jones, Chief Investment Officer at Jevons Global explains why markets went into free fall as a result whilst telling us where to take refuge as markets will remain volatile.
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Tim Mulholland, President, TJM Limited outlines what he expects from Jackson Hole as central bankers gather and how markets are likely to performing in the coming months ahead
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All eyes will be on the Federal Reserve annual gathering at Jackson Hole as to whether Jerome Powell will maintain his hawkish tone. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank gives us his outlook of the meeting and explains why the US economy is at crossroads.
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With inflation at 8.5% but data points suggesting a slower economy, will the Federal Reserve take on a more dovish tone? Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management tells us his expectations.
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The Federal Reserve meets in Jackson Hole for their annual meeting this Friday. We ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management what he expects and whether the tone will be less hawkish. We also take a look at the European economy as the Euro plummets to new lows.
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Clifford Bennett, Chief Economist, ACY Securities expects that markets will be challenging and choppy in the months ahead as concerns in Europe over gas supply and weaker economic demand will drive sentiment despite a robust labour market
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In the last few days, there has been a raft of negative economic news from China be it a slump in domestic savings to heat waves that caused energy shortages which lead to some factory shutdowns. Carlos Casanova, Senior Economist at UBP tells us what this means for China's economic growth.
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Markets ended their 5 day winning streak but result season has so far been very positive. So where are markets heading since inflation is still high. Do the FOMC minutes give us any hint? Tony Nash, CEO of Complete Intelligence tells us.
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With talk that the Federal Reserve potentially cutting rates in 2023, what does this mean for Bank Negara's monetary normalisation program? We speak to Jesse Liew, Chief Investment Officer, Fixed Income ASEAN at Principal Southeast Asia for answer and what does this mean for the Malaysian bond market.
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US Congress has finally passed the $200 billion chip bill to counter China. Jack Kouzi, Director for Strategy, VFS Group tells us how effective will this be for the US to prop up their own semiconductor industry and which of the listed players stand to benefit.
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With markets just coming off a fourth straight weekly gain, we ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if we should chase this rally.
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Global equity markets have rebounded by 12% from June's lows but is this bear market rally? Kingsley Jones, Chief Investment Officer at Jevons Global gives us his views whilst diving into Malaysian glove stocks which continue to see new price lows.
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Markets returned all the gains earlier this week despite the cooler than expected inflation rate of 8.5%. We ask Tim Mulholland, President of TJM Limited why markets continue to oscillate like a yoyo and how long can we expect this volatility to continue.
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Palm oil prices hit a high of RM8000 this March on the back of the perfect storm. Hoe Lee Leng, Regional Head of Plantations, RHB Investment Bank explains why and her CPO price expectations for 2022. She also tell us her outlook for the sector and what are the top picks.
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US headline inflation came in at 8.5% which was lower than expected. Markets rallied while US dollar depreciated. We ask Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank if peak inflation has been reached and how will the Fed react at September's FOMC meeting.
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We get the perspective from Song Seng Wun, Economist, CIMB Private Banking on how global economies are shaping up leading up to the end of the year and what to expect from BNM's Q2 GDP numbers end of the week
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The US economy may be in a technical recession with two quarters of a negative GDP growth and an inverted yield curve. However is the economic situation in Europe far worse with a brewing energy crisis. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us.
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Investors globally are still viewing markets as a glass half empty with a risk off approach. With recession and stagflation risks now top concerns for investors. What then is the best fixed income investment strategy in light of the expected hikes in OPR and current Ringgit weakness. Ang Beng Kuan, Head of Investment at Hong Leong Islamic Asset Management tells us.
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U.S Job nonfarm payroll figures surprised markets by being more upbeat than expected supporting the case for more aggressive tightening. Stephen Innes, Managing Partner at SPI Asset Management helps us understand what this means for Asian markets and how this impact decisions made by central bankers in this region.
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There is a deepening inversion of the US yield curve, the most since August 2020. Are the bond traders right that a recession is inevitable or do we believe the narrative by the Federal Reserve that they can engineers a soft landing. Carlos Casanova, Senior Economist at UBP attempts to answer that question.
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Macroeconomic data and the bond market are signaling that the US economy is heading for a slowdown but yet equity markets remain robust. Tony Nash, CEO of Complete Intelligence explains why whilst giving us his views of Asian equity markets.
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Nancy Pelozi's visit to Taiwan has added geopolitical risk to markets but should we look beyond the headlines for signs that markets have bottomed? Jack Kouzi, Director for Strategy at VFS Group gives us his views whilst taking a deep dive at the recent tech results.
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US data indicates that inflation is far from peak whilst manufacturing is slowing down. But is this the only headwind facing markets? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us what keeps him awake.
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July was a good month for equities despite the Federal Reserve raising rates by 75bps at the last FOMC meeting.
Kingsley Jones, Chief Investment Officer at Jevons Global tells us if markets have hit bottom whilst giving us his views on metal prices and the Australian market.
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Apple and Amazon reported results that were better than expectations but is this a harbinger that the tech sector is a buy? Tim Mulholland, President of TJM Limited weighs in on this debate and the impact of the strong dollar on earnings.
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In a move expected by most economists, the Federal Reserve raised rates by 75bps whilst Chairman, Jerome Powell noted that the pace of hikes might slow. We speak to Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank for his reactions and what this means for Asian central banks.
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With the global economic outlook weighing down on Malaysian equities, which sectors or stocks should investors consider for returns? Tushar Mohata of Nomura Malaysia gives us his take and top picks.
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Jeffrey Halley, Senior Market Analyst at OANDA weighs in on the Fed rate decision and its implications on Asia's central bankers. He also gives us his views on the current US dollar strength and whether its good for other economies.
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US reporting season has starting in earnest. We ask Clifford Bennett, Chief Economist of ACY Securities what to expect and will there be margin compression.
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This week the Federal Reserve will be meeting. All eyes will be on whether they will raise rates by 75 or 100 basis points. Stephen Innes, Managing Partner at SPI Asset Management gives us his projections and what this means for markets.
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The European Central Bank surprised markets by raising rates after 11 years by 50bps. Inflation and a weakening Euro were cited as the main reasons for this move. Carlos Casanova, Senior Economist at UBP tells us the implications of this move and whether it means a recession is inevitable.
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Currencies have been in a flux with the US dollar gaining strength on the back of the rising Fed fund rate. Tony Nash, CEO, Complete Intelligence tells us if there are actually investment opportunities from this.
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Volatile markets are here to stay but is the worst over for equities markets? Jack Kouzi, Director for Strategy at VFS Group tells us if the 2nd half of the year will be better than the 1st and why. He also comments on why Netflix share price is up despite losing 1 million subscribers.
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As Thailand reopens to tourists, will market rerate after seeing a decline of 7.5% in the SET? Daniel Ng, Investment Manager at Asian Equities at Aberdeen tells us if the data tells us what to expect for the 2nd half of the year and what sector will outperform.
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It’s only 19th July and already the FBMKLCI is down 2% in the first weeks of trading for the 2nd half of the year. Is it however possible for Bursa to decouple from the US economy. And are there still investment opportunities in Malaysia? Simon Lim, Head of Equities at Hong Leong Asset Management gives us some answers.
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Major US banks and even the bellwether of the tech sector, Apple have announced plans to scale back hiring. What does this tell us about the state of the US economy. Jeffrey Halley, Senior Market Analyst at OANDA tells us whilst giving us his views on oil and China
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US bank results were mixed but point that the consumer is in better shape than hoped. But yet a recession in on the horizon What does this mean for markets. Kingsley Jones, Chief Investment Officer at Jevons Global in Canberra warns of volatile markets ahead.
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The KL property index suffered the same fate as the broader FBMKLCI, giving a negative return of 9.5% in the first 6 months of 2022. There were some witnessed improved property transactions thank to MCOs easing as Malaysia moves towards endemicity. Loong Kok Wen, Head of Regional Property Sector, RHB Research Institute shares her thoughts on where this is going.
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The US CPI rose 9.1% from a year earlier in a broad-based advance, the largest gain since end-1981 and Brent crude oil futures have been hovering just under US$100 a barrel. The US Federal Reserve may accelerate another rate hike. We speak to Tim Mulholland, President of TJM Limited, to find out how to navigate the current situation.
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In the first half of 2022, the Bursa Malaysia REIT index generated a positive return of 1%, outperforming the broader FBMKLCI which registered a decline of close to 10%. Will this sector continue to outperform or will some reit segments do better than others? Jessica Low, REIT Analyst at MIDF Research gives us her views.
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With CPI at 9.1%, the highest since 1981, will this force the hawkish Federal Reserve to be even more aggressive with rate hikes? Is 100bps implausible? Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank tells us whilst delving into why the US Dollar and the Euro are at parity.
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Geopolitical tensions have pushed the energy market into tailspin resulting in volatile prices. We ask Sean Lim, Analyst at RHB Investment Bank what his expectations for oil price are and who in the Malaysian space will emerge with stronger earnings as a result
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With a dismal first half will Singapore still outperform as input costs rise and margins start compressing? Terence Chua, Senior Research Analyst, Philip Securities answers those questions and also if the street is behind in slashing earnings growth.
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As we head into reporting season in the US, will earnings disappoint and has it been priced in? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his outlook whilst telling us his views on the fast depreciating Yen.
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Markets are whipsawing between worries over inflation and the fear of the US falling into a recession. Can the Fed achieve the goldilocks scenario of cooling price increases by rate hikes without tipping the economy into too much of a slowdown? Carlos Casanova, Senior Economist, UBP gives us his views.
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As expected, Bank Negara Malaysia raised the Overnight Policy Rate by 25bps to 2.25%. What impact will this have on the banking sector and who stands to benefit the most. Chan Jit Hoong, Analyst, Hong Leong Investment Bank tells us.
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Despite weaker economic data, will the Federal Reserve continue their hawkish stance? Do the FOMC minutes offer any hints of their stance? Tony Nash, CEO of Complete Intelligence tells us whilst telling us the impact of rising rates on the banking and property sector.
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With US market still in a bear market, does Asia offer better investment opportunities? Jack Kouzi, Director for Strategy at VFS Group attempts to answer that while weighing in on whether Australia remains the "lucky country".
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On a year to date basis, the Singapore Straits Times Index continues to outperform its regional peers. However with the economic headwinds of inflation, rising borrowing cost and a global slowdown, will this trend continue? Thilan Wickramasinghe Head of Research, Singapore and Head Regional Financials of Maybank Investment Bank gives us his views whilst telling us his top picks for the equity market.
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With volatile global equity markets, are there investment opportunities in this region that have been overlooked? Patrick Chang, Chief Investment Officer, Equities ASEAN and Malaysia of Principal Asset Management tells us whilst giving us a timely reminder to stay invested.
This Market Outlook is brought to you by Principal Asset Management
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Asean remains a defensive market compared to North Asian markets. Can we maintain outperformance or will USD strength and narrowing interest differential be the death kneel? And will Bank Negara Malaysia be under pressure to raise interest rates at July's MPC meeting? Peter Lim, Associate Director, Areca Capital tell us.
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As we shift into the 2nd half of 2022, what should we pay attention to for signs of how markets will perform? Kingsley Jones, Chief Investment Officer, Jevons Global tells us and what investment strategy to adopt.
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The S&P 500 suffered a 21% decline in the 1st half of 2022, the worst since 1970. We ask Tim Mulholland, President of TJM Limited whether this trend will be repeated for the remainder of the year and if so, where are the safe havens.
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Recent US economic data such as consumer confidence, economic growth and mobility point to a slowing US economy, raising the all-important issue of the Fed's steadfastness to temper inflation with monetary policy, says Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank.
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The retail and consumer sector roared back to life thanks to further easing of restrictions. But the new challenge is rising cost as noted by the 5 year high inflation rate of 2.8%. What does that mean for the consumer sector and which stocks will outperform in this environment? Syifaa’ Mahsuri Ismail, Equity Research Analyst, Hong Leong Investment Bank tells us.
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Last week's market sizzle fizzled after consumer data disappointed, with investors once more concerned that the economy may not be as resilient as hoped, according to Jeffrey Halley, Senior Market Analyst, OANDA.
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The International Air Transport Association (IATA) has reported that air travel has resumed its strong recovery trend in April this despite a war in Ukraine and very strict travel restrictions in China. But has this translated to earnings recovery in the aviation sector? Ahmad Maghfur Usman, Nomura Equity Research Analyst gives us the numbers.
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Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management helps us navigate the stock market gyrations and whether the recent dip in US equities is a result of portfolio rebalancing
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Central Bankers from the FED to RBA have been hiking rates as the path of rate normalisation intensifies to combat inflation. But have seen prices decline? Peter Esho, Co-founder of Wealthi gives us his views whilst telling us about direction of oil prices.
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Economist have been cutting their GDP targets for China due to the zero covid policy whilst the property sector still remains in the doldrums. Yet the CSI 300 has appreciated by 15% from its April's lows. We ask John Lau, Portfolio Manager at Affin Hwang Asset Management about this disparity and if there are sector opportunities to keep an eye out for.
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The FBMKLCI is down 8% on a year to date basis, is the worst over? And can we put to rest the debate between value and growth investing. Peter Lim, Associate Director at Areca Capital tries to answer those questions and more.
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With Fed Chair Jerome Powell admitting that a recession is inevitable in the US, the narratiive now turns to its timing and magnitude. Tony Nash, CEO, Complete Intelligence., helps clear the air.
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With the Federal Reserve set to continue their aggressive rate normalisation program, what is the impact to the Malaysian bonds, the Ringgit and Overnight Policy Rate? Dr Ray Choy, Head of Economics & Research at Opus Asset Management gives us his answers
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With the Chinese equity market rebounding in June, what are the investment opportunities? Jack Kouzi, Director for Strategy at VFS Group gives us some investment ideas including looking at the Australian market.
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Jeffrey Tan, Analyst, RHB Research walks through with us the dynamics of the Telco sector and whether 5G will herald the start of a new cycle of strong earnings.
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Joe Quinlan calms investors as we head into months of volatility in global markets, downplaying the long-term effects of a recession. We also get his perspective on how investors need to position their portfolio in an eventual recovery scenario.
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Inflation is starting to eat into the margins of US corporates against a backdrop of market volatility. Kingsley Jones, Chief Investment Officer at Jevons Global warns of an impending a bear market and how long it will last.
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With supply chain shortages and inflationary pressures, how will the listed auto stocks fare for the rest of 2022? Jim Lim, Research Analyst at RHB Research tells us his top picks for the sector.
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US markets cratered again last night following rate hikes from the UK and Switzerland, taking year-to-date losses on the S&P to -23%, prompting more hand-wringing and worry. Tim Mulholland, President, TJM Limited in Chicago, discusses what's in store for the second half of the year following a torrid first half.
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With the era of ultra low rates over, what does this mean for banking sector earnings? Chan Jit Hoong, Analyst at Hong Leong Investment Bank tells us the outlook and his top picks.
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The Fed announced a 75bps hike and "warned" that a similar quantum can be expected in July. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank tells us whether this is enough to engineer a soft landing for the US economy.
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Will the Federal Reserve raise rates by 50bps, 75bps or even 100bps? Jeffrey Halley, Senior Market Analyst at OANDA tell us what to expect and how markets will react in the short term whilst explaining the breakdown of the correlation between equities and the fixed income market.
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The Perak state government is embarking on a series of projects to enhance the economic opportunities. What are the sectors that stand to benefit? We ask Zafri Zulkeffeli of MIDF Research.
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Is a recession on the cards in the US? Song Seng Wun, Senior Economist at CIMB Private Banking gives us the clues as to whether that is a certainty while weighing on the much anticipated Fed Fund rate hike later this evening.
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With Budget 2023 and elections on the horizon, speculation is rife that the high-multiplier construction sector will once again boom. Loong Chee Wei, Senior Associate Director at Affin Hwang Investment Bank, comments.
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US inflation's red-hot print last week cratered stocks, cryptos and other so-called 'risky assets', leaving investors in a further quandary in their search for returns and safety. Brian Arcese of Foord Asset Management weighs in on investment strategies to ride out the volatility.
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Palm oil prices have been on a tear for the past year, reaching record highs, amid global supply shortages of edible oils. However not all players have been able to leverage on high CPO prices. Furthermore, analysts forecast prices to moderate in the second half of the year. What does this bode for Malaysian palm oil companies? We discuss the outlook for the sector with Ong Chee Ting of Maybank Investment Bank.
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Volatility continues to dominate as investors increasingly worry over inflation and the pack of rate hikes. Yet are there still sectors that may outperform. Lee Kian Soon, CEO of Astral Asset Management tells us where to look for these gems.
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With Indonesian equity markets bucking the trend by managing to stay in positive territory on a year to date basis, we ask Jerry Goh, Asia Equities Investment Manager at ABDRN whether that momentum can be sustained?
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US markets remained volatile and on a downward trend as inflation concerns heightened. With that, the US consumer is beginning to feel the pinch of rising food and energy prices. What then does this mean for earnings in the coming quarters and has this been priced in? Tony Nash, CEO of Complete Intelligence answers these questions.
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Apple announced a slew of changes to its products and services recently. Is it time to buy especially since the stock is down 17% YTD? Jack Kouzi from VFS Group tells us his views whilst we look at other technology opportunities.
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With rising cost, margin compression has been seen by many US companies with some issuing profit warnings. Will Malaysian listed companies also do so? Jeremy Goh, Head of Research at Hong Leong Investment Bank tells us if the recently concluded result season is evidence of that.
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US markets remained volatile but is it time to look at markets? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management gives us his views as to what sectors to buy and avoid.
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Earnings released from January to March this year has just wrapped up with somewhat of mixed results. How should investors strategize their portfolio amidst all the volatility in the market from escalating costs of operation and materials from the Ukraine war, oil and gas price volatility. Imran Yusof, Head of MIDR Research breaks down the details for us.
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US markets rose despite weak macro data, more hawkish Fed comments and poor guidance from Microsoft, prompting questions on whether this amounts to a dead cat bounce -- i.e. a bear market rally, says Tim Mulholland, President, TJM Limited in Chicago.
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After two months of what local Shanghainese have described as 'living hell' China has finally lifed Covid restrictions on the country's biggest city, transmitting positive economic overtones on China's growth prospects, according to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank.
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While US markets are trading sideways following its long Memorial Day weekend, China has bounced, following lifting of lockdowns in Shanghai.
Jeffrey Halley, Senior Market Analyst, OANDA, provides an outlook.
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Blessed with abundant commodities, quality infrastructure and a strategic location, we ask Peter Esho, co-founder, Wealthi his perspective on Austrlaia's economy and the broader macro-economic data shaping volatility in markets.
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While markets ended on a high, Clifford Bennett, Chief Economist of ACY Securities reminds us to remain vigilant as volatility and market uncertainties are expected to continue as fears of recession loom.
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China's staunch zero-Covid policy is killing its economy, dividing her people and creating a rift in country's top brass -- a real quandary for her trade customers, including in ASEAN.
Carlos Casanova, Senior Economist, UBP, discusses.
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The VIX or the “fear gauge” has been trading sideways but what does it indicate about equity market expectation? And US home sales in April fell to their lowest in 9 years, brought down by rising mortgage rates but how adversely will this impact the property and construction sector? Tony Nash, CEO of Complete Intelligence tells us more.
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Money continues to flee tech stocks and equities generally, benefiting perceived safe havens like the US Dollar and Treasuries, according to Jeffrey Halley, Senior Market Analyst at OANDA.
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Are SPACs falling out of favor as a mode of listing in the US and what is driving investor sentiments on yesterday’s US stocks rally? Can the ECB help the Eurozone to avoid getting into a recession? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us more.
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Kingsley Jones, Chief Investment Officer, Jevons Global unpacks how the recent Australian elections with an incoming Labour government would mean for the economy as the Albanese administration highlights climate change as a core priority.
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Following markets taking another leg down on Thursday, the 'recession' narrative is gaining further momentum, prompting fund managers like Tim Mulholland, the President of TJM Limited in Chicago, to hunt for safe havens in Treasuries, commodities and .. cash.
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Shane Oliver, Chief Economist at AMP Capital, explains last night's market tumble after earnings at US retailers nosedived and they issued dire outlook statements.
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Tech stocks rebounded on speculation that China might loosen restrictions on her tech companies, so investors are wondering if it's time to bottom fish for bargains. Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management, is on hand to explain. Image credit: Unsplash.com
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The latest economic data from China that was released yesterday showed that both consumer and industrial sectors are contracting. But what does this mean for the Chinese economy and how should investors strategize moving forward? Meanwhile, in the US, would a soft landing be reached or would a recession take place? Joe Quinlan, Chief Market Strategist of US Trust-BOA Private Wealth Management shares his thoughts. Image credit: Pixabay.com
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Inflation continues to dominate headlines and roil financial markets, with indices everywhere flirting with bear market positions. Carlos Casanova, Senior Economist, UBP, addresses hopes that inflation may have peaked and markets may soon calm. Image credit: Unsplash.com
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The April CPI figures for the US reported at 8.3% is higher than consensus anticipation of 8.1%, while the April employment report showed a gain of 428,000 jobs, reflecting a drop in the unemployment rate to 3.6%. So what does this mean for the US economy? Tony Nash, CEO, Complete Intelligence breaks things down for us. Image credit: Unsplash.com
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With Bank Negara unexpectedly raising the OPR rate by 25bps, what impact will this have on the Malaysian bond market? Are there still good opportunities especially if the Fed continues their rate normalisation program? Jessie Liew Thong Leong, Chief Investment Officer, Fixed Income ASEAN at Principal Asset Management gives us the answers.
This Market Commentary is brought to you by Principal Asset Management.
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Later today, Bank Negara Malaysia will have their monetary policy committee to determine the overnight policy rate, which is currently at an all time low at 1.75%. Dr Ray Choy, Head of Economics & Research, Opus Asset Management shares with us his expectations on rate hikes and also his views on inflation in Malaysia. Image credit: Shutterstock.com
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Heavy selling on technology names has caused the Nasdaq to fall by 25% on a year to date basis. Is it time to bottom fish? Jack Kouzi, Director for Strategy at VFS Group whilst he weighs in on the future of SPACs. Image credit: Unsplash.com
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With markets tumbling to a 13-month low and many pandemic winners seeing the brunt of the selling, Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management advises us on whether we should take action or just watch the carnage and stay by the sidelines. Image credit: Pixabay.com
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Despite foreign funds being net buyers of Asean stocks since the beginning of the year, Alexander Chia, Regional Head of Research, RHB Bank opines why the FBMKLCI isn’t benefitting from these inflow of funds. Image credit: Shutterstock.com
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Kingsley Jones, Chief Investment Officer at Jevons Global gives some context behind the five straight weeks consecutive rout of the S&P 500 and amidst this bearish sentiment whether there are any opportunities worth pursuing? Image credit: Shutterstock.com
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A day after rallying following the Fed's 50bps rate hike, markets cratered, prompting questions on whether any safe havens exist at such a tumultuous time. Tim Mulholland, President of TJM Limited, expounds. Image credit: Shutterstock.com
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Having seen Malaysia finally announce its five digital banking license winners, the discussion now switches to what to expect on the product front and how incumbent lenders will respond.
Vincent Foong, Chief Editor, Fintech News Malaysia, discusses.
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With a 50bps hike, the Fed has finally upped interest rates and announced its bond taper program, triggering wider global repercussions on Asian central bank policy and currencies.
Vishnu Varathan, Head, Economics & Strategy, Asia & Oceania Treasury at Mizuho Bank, addresses.
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With the US GDP decreasing at an annual rate of 1.4% in the first quarter of 2022, what signal does this send to the markets? And why has the Ringgit fallen over 4% year to date? Carlos Casanova, Senior Economist at UBP tells us more. Image credit: Pixabay.com
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The STI is one of the best performing equity markets globally but will the Ukraine War and the slowdown in China, derail the bull run? Adrian Loh, Head Of Research at UOB Kay Hian tells us the answer whilst giving us his top picks for the market. Image credit: Shutterstock.com
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With inflation being the main concern in global markets, are central banks reacting quick enough to hike rates to contain inflation? And how will tech stocks perform amidst the volatility that we have seen year to date so far? Tony Nash, CEO of Complete Intelligence shares his insights with us. Image credit: Unsplash.com
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The Bank of Japan is set to meet this week, with economists widely expecting the central bank to maintain a dovish monetary policy. This policy direction puts it at odds with global central banks that are hiking interest rates in tune with the Fed, resulting in yen weakness. What kind of impact does this have on Japanese equities? We discuss the market outlook with Zui Shiromoto of Abderdeen Standard Investments. Image Credit: Shutterstock.com
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Major indices in the US continue their route as earnings results from the big tech stocks such as Alphabet Inc., Texas Instruments Inc. and Microsoft Corp. disappoint. But is this the time to buy the dip not just in the US but also in China and Southeast Asia? Jack Kouzi, Director for Strategy, VFS Group shares his thoughts with us. Image credit: Unsplash.com
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The Chinese equity is correcting sharply on the back of lockdowns in the pursuit of a zero Covid strategy. Brock Silvers, Managing Director at Kaiyuan Capital tells us if there are any investment opportunities now or should we wait? Image credit: Shutterstock.com
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Software as a service (SaaS) giants like Microsoft and Amazon will be releasing results this week. Are their earnings expected to act as a bellwether for the entire industry? And how do the Twitter deal shake up the M&A pipeline in the tech space? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management shares his thoughts. Image credit: Pexels.com
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The IMF has forecasted the GDP for India to grow by as much as 8.2% this year, making it one of the fastest growing major economies. This positive outlook is reflected in the equity market which, albeit in negative territory on a year to date basis, is only down 1%. But can the Indian economy's outperformance against other major North Asian markets like Japan, China and Hong Kong continue? Image credit: Unsplash.com
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With Jerome Powell maintaining his hawkish stance with a 50bps hike at May's FOMC meeting, markets took a bit of a tumble but is this priced in already? Peter Lim, Associate Director of Areca Capital tell us how markets will react in the coming weeks whilst taking a look at the opportunities in the region. Image credit: Pexels.com
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Tech stocks cratered as concerns on the Fed's looming 50bps rate hike once again reigned supreme. Tim Mulholland, President, TJM Limited, Chicago, discusses. Image credit: Pixabay.com
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The Yen has weakened dramatically, hitting a 20-year low against the dollar. The last time the Bank of Japan intervened to support the Yen was in 1998 but how likely is the Japanese Central Bank to step in this time? Song Seng Wun, economist with CIMB Private Banking shares his analysis with us. Image credit: Shutterstock.com
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The war in Ukraine might stretch till next year but how does this play out in the global recession scene and also what impact will this have in the global foreign currency setting? Clifford Bennett, Chief Economist at ACY Securities shares his view. Image credit: Pixabay.com
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Shao Yang Yin from Maybank Investment Banking Group gives his take on whether Capital A and MAHB are buying opportunities as borders reopen despite increasing fuel prices. Image credit: Shutterstock.com
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Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management helps us navigate how equity should feature in your investment strategy in the midst of uncertainties over supply chain disruptions, Russia-Ukraine conflict, global economic softness and rising oil prices. Image credit: Pixabay.com
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Central Banks are fodder for today's discussion with Carlos Casanova, Senior Economist, UBP, with looming US rate hikes that are juxtaposed with expectations that China's PBOC is expected to cut a key policy interest rate to deal with slowing growth. Image credit: Shutterstock.com
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US inflation in March has stampeded to a 41-year high, though there are signs of moderation, leading market commentators to wonder if the peak has been reached. Tony Nash, CEO, Complete Intelligence, discusses. Image credit: Pixabay.com
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The sales and service tax (SST) exemption for the auto sector is to end by June this year after multiple extensions. What will the impact be on sales for the rest of 2022? Daniel Wong, Analyst at Hong Leong Investment Bank gives us his opinions whilst telling us his top auto stock picks. Image credit: Shutterstock.com
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The NASDAQ 100 lost nearly a trillion dollars in market cap over the last week, with investors getting out of technology stocks. But is this a wrong move? Jack Kouzi, Director for Strategy at VFS Group gives us his views. Image credit: Unsplash.com
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Looking back to March, the FBMKLCI fell 1.3% due to profit-taking as investors took stock of the fallout from the Ukraine War. Ivy Ng, Head of Malaysia Research & Regional Head of Agribusiness at CGS-CIMB tells how the Malaysian equity market will perform for the rest of year and what her top picks are. Image credit: Shutterstock.com
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Global markets are in freefall with anxiety over inflation, the Federal Reserve's hawkish tones and the war in Ukraine. Jeffrey Halley, Senior Market Analyst at OANDA gives us his views on the ideal asset allocation strategy whilst telling us why the GoTo IPO succeeded when Grab failed. Image credit: Unsplash.com
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China has recorded their worst Covid-19 cases and this has led to prolonged lockdowns and also tightened travel restrictions following the crash of China Eastern Aircraft on March 21 that has dampened demand for oil. But coupled with an increase of supply from the oil stock release from the US and International Energy Agency, how will these events drive oil prices? Wayne Tan, oil analyst at Bloomberg NEF shares his insights with us. Image credit: Unsplash.com
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With the inverted yield curve pointing to a recession in 18 months, what is the best investment strategy to adopt? Kingsley Jones, Chief Investment Officer at Jevons Global tells us whilst weighing in on how the Australian elections will impact markets. Image credit: Pixabay.com
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Malaysian government bonds suffered heavy selling following hawkish remarks by the Fed on rapid balance sheet reduction. But is Malaysia's situation less dire given that Malaysian bond yields are less correlated to US Treasuries? We find out from Dr Ray Choy, Head of Economics & Research at Opus Asset Management. Image credit: Shutterstock.com
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US bond yields are 'un-inverting', setting the stage for an impending recession, market watchers say, which raises the key question of how portfolios should be positioned, says Tim Mulholland of TJM Limited in Chicago. Image credit: Pexels.com
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Malaysia's share market is a contrarian gainer in a regional sea of red but will this outperformance continue further into the year? Tushar Mohata, Head of Equity Research at Nomura Malaysia, answers. Image credit: Shutterstock.com
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Eyes are on the Fed on the rate of reduction of balance sheet in treasuries and in mortgage-backed securities in the months to come. Also what is driving the STI on its stellar performance and why is the FBMKLCI index and the ringgit trading in a tight range? Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank tells us. Image credit: Shutterstock.com
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Is the upcoming IPO of GoTo, the lovechild of Gojek and Tokopedia, going to be transformative for Indonesia’s capital markets in terms of attracting foreign investors? And are we seeing actual recovery for US tech stocks? Jeffrey Halley, Senior Market Analyst at OANDA shares his view with us. Image credit: Unsplash.com
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As the 2 year US Treasury yield inverts against the 30 year, is this pointing towards a recession? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us how to position for that. Image credit: Unsplash.com
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Straits Times Index continues to outperform other markets. Geoff Howie, Market Strategist at the Singapore Exchange tells us why the outperformers this time are the conglomerates Keppel Corp and Sembawang Corp. Image credit: Shutterstock.com
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The jobs data emanating from the US suggest that the economy is still plodding along despite the fallout from the Ukraine war and inflationary pressures. Song Seng Wun, economist at CIMB Private Banking warns us of the potential risk ahead and the importance of paying attention to the Fed minutes for clues on the pace and quantum of rate hikes. Image credit: Pixabay.com
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Russia's invasion of Ukraine has worsened an oil market that was already assailed by supply shocks, prompting the question of whether oil producers can respond to the shortfall. Sean Lim, Analyst, RHB Investment Bank, answers. Image credit: Unsplash.com
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An inversion on bond market yields portend a looming US recession; but while history suggests that it is an event that might occur, it won't be immediate, according to HK-based Carlos Casanova, Senior Economist at UBP. Image credit: Pixabay.com
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US bond prices are pointing to an oncoming recession, raising the question of whether the Fed stays the course on its path to rate normalcy. Tony Nash, CEO, Complete Intelligence, discusses. Image credit: Unsplash.com
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Although Asia is geographically distant from the war in Ukraine, the fallout of it has been felt by markets in this region with volatility rocking the major indices. But is this actually a buying opportunity? Patrick Chang, Chief Investment Officer, Equities ASEAN and Malaysia of Principal Asset Management tells us.
This Market Outlook is brought to you by Principal Asset Management.
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The year to date losses on Nasdaq have narrowed, so is it time to relook at technology stocks? Jack Kouzi, Director for Strategy at VFS Group tells us whilst giving us his view on the economic impact of Shanghai's lockdown. Image credit: Pexels.com
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Jessica Low, REIT Analyst, MIDF Research gives her perspective on whether Malaysian REITs will finally begin to recover as earnings have eroded since the start of the pandemic. Image credit: Unsplash.com
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Markets are in flux responding to the ever changing news on the war in Ukraine. Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management tells us what investment strategy to adopt whilst telling us to keep an eye on China as Shanghai, the financial hub goes into a lockdown. Image credit: Pixabay.com
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2022 was supposed to be the year of recovery for Indonesia with upside potential provided by the manufacturing sector. This optimism has been reflected by the relative strong performance of the Jakarta Composite Index as it is one of the better performing indices in Asia. Will this positive momentum continue? Stevanus Juanda, Head of Research & Strategist at UOB Kay Hian Indonesia gives us his answers. Image credit: Unsplash.com
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Are markets in bear territory now and what should we expect on food prices and also which other commodities that we need to be watchful of? Kingsley Jones, Chief Investment Officer of Jevons Global tells us more. Image credit: Pixabay.com
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How is rising inflation affecting the consumers sector and how well will the sector recover, as we transition into endemicity? Syifaa’ Mahsuri Ismail, Equity Research Analyst of Hong Leong Investment Bank shares with us her analysis. Image credit: Shutterstock.com
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Recession is coming if bond prices and economic data are to be believed, leaving markets guessing as to which sectors to invest and to take refuge in, says Tim Mulholland, President, TJM Limited, Chicago. Image credit: Pexels.com
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Is the property sector still hindered by a resurgence of Covid-19 cases, high construction costs and unfavourable supply-demand housing dynamics and what is the outlook of the sector in 2022? Loong Kok Wen, Head of Regional Property Sector of RHB Research Institute shares her views. Image credit: Pixabay.com
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"We'll get there fast and then we'll take it slow" is the approach that Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank thinks that the Federal Reserve will take as we navigate our ways through these volatile times. Image credit: Pixabay.com
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Jeffrey Halley of OANDA weighs in on the outlook for oil prices amid supply concerns resulting from the war in Ukraine. He also discusses market sentiment in the wake of comments by Fed Chairman Jerome Powell. Image credit: Pixabay.com
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The Singapore economy and corporates are exposed to the Ukraine war via its exposure to the European market but yet is the best performing Asian market on a year to date basis. Thilan Wickramasinghe, Head of Research Singapore at Maybank IBG Research explains why and what are the top picks for 2022. Image credit: Unsplash.com
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Joe Quinlan, Chief Market Strategist, at US Trust-BOA Private Wealth Management shares his thoughts on recent comments made by Jerome Powell on the Fed's priority being inflation and whether China's tech stocks are now a buying opportunity. Image credit: Unsplash.com
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For 2022, Asean is the safe haven destination for funds. Will this trend continue and what are the markets to overweight in and why? Jerry Goh, ASEAN Equities Investment Manager at ABDRN tells us their investment strategy. Image credit: Shutterstock.com
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Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management shares with us his thoughts on how we should maneuver through the volatility in the market and also his analysis on Chinese equities and ASEAN markets. Image credit: Pixabay.com
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China stocks were in freefall earlier this week as markets grew concerned about the possibility of the US imposing sanctions on China over its close ties with Russia. However, a series of market friendly announcements from Beijing changed that negative tone. John Lau, Portfolio Manager at Affin Hwang Asset Management tells us if it's time to bottom fish and if so, what to buy. Image credit: Unsplash.com
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Hong Kong Monetary Authority raised interest rates after the much awaited Fed rate move but how will the other Asian central banks react while balancing recovery? Carlos Casanova, Senior Economist at UBP shares his view. Image credit: Shutterstock.com
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The Fed has finally increased interest rates hikes for the first time since 2018 by 25 basis points, but what are the implications for the market? Tony Nash, CEO of Complete Intelligence shares his thoughts on this. Image credit: Shutterstock.com
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After a historic rout earlier in the week, Chinese equity markets rallied on the back of announcements that the government will act to stabilise financial markets. China’s top financial policy committee also promised to ease a regulatory crackdown while also providing support for property and technology companies. Will this be enough to calm jittery investors? We speak to Brock Silvers of Kaiyuan Capital on the outlook for China markets. Image credit: Shutterstock.com
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A slew of economic and political events such as geopolitical unrest in Ukraine, inflation risk, regulatory crackdown and resurgence of Covid have disrupted the world markets. Malaysia being an emerging Asian economy that runs an oil and gas trade surplus with trade in energy accounting for 0.4% of GDP seems to appear resilient. Is Malaysia a good place to park some money in? Ang Beng Kuan, Head of Investment of Hong Leong Islamic Asset Management shares his view. Image credit: Shutterstock.com
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Despite sharp corrections in Chinese Equities especially in tech space, is it safe to bottom fish? Jack Kouzi, Director for Strategy at VFS Group gives his views. Image credit: Unsplash.com
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The government has announced several infrastructure projects including the revival of MRT3 Circle Line and implementation of additional work packages of the Sabah and Sarawak Pan Borneo Highway. Will these mega projects revive the construction players and who will stand to benefit? Loong Chee Wei, Senior Associate Director of Affin Hwang Investment Bank Bhd tells us more. Image credit: Shutterstock.com
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US markets continue to be volatile with technology heavy Nasdaq taking the hardest hit, down by 20%, entering in to bear market territory. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management gives us his views on whether its time to bottom fish. Image credit: Unsplash.com
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Regionally major tourism markets like Thailand, Indonesia and even Malaysia are starting to reopen their borders with minimal SOPs for tourists, which should be a good thing for airlines recovery, but will soaring oil prices take a toll on this? Ahmad Maghfur Usman, Nomura Equity Research Analyst tells us more. Image credit: Unsplash.com
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Are resource-rich nations like Australia and Malaysia doing better in this current market condition? Are their markets still holding up well amid the downturn since Russia invaded Ukraine? Kingsley Jones, Chief Investment Officer at Jevons Global tell us more. Image credit: Unsplash.com
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Palm oil prices has been soaring, in part triggered by the ongoing war in Ukraine that has led to the disruption in the global edible oils trade flows and drove market to look for alternative edible oil. In addition to that, price increase is also triggered by supply disruption from the world's largest palm oil producer. Hoe Lee Leng, Regional Head of Plantations of RHB Investment Bank shares more insights on the developments in the palm oil industry. Image credit: Pexels.com
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With US inflation at a 40 year high of 7.9%, will the Fed dial back their monetary tightening plan? Tim Mulholland, President of TJM Limited in Chicago tells us whilst giving us a forecast of oil prices. Image credit: Unsplash.com
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Last Tuesday, nickel prices went through the roof and briefly scored an unprecedented 250% spike of above $100,000 a tonne. London Metal Exchange cancelled trade and suspended nickel trading. What has been driving this price increase phenomenon in not just nickel but other metals as well? Is this due solely to the war in Ukraine? Zhu Yi, Senior Analyst in Metals and Mining at Bloomberg Intelligence tells us more. Image credit: Unsplash.com
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US markets rallied, oil price and commodities prices headed south, is it time for buying dip? When are we seeing the peak of inflation? Song Seng Wun, Economist at CIMB Private Banking tells us more. Image credit: Unsplash.com
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As the war in Ukraine continues, major currencies have also seen significant volatility. The Euro and the Pound have seen sharp depreciation against the US Dollars as investors sought shelter in the greenback. Saktiandi Supaat, Head of FX Research at Maybank tells us the outlook for currencies. Image credit: Shutterstock.com
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Markets continue to be in a tailspin as the war in Ukraine continues with oil hitting USD130/bbl. What then is the best investment strategy? Jeffrey Halley, Senior Market Analyst at OANDA tells us whilst giving safe haven suggestions. Image credit: Pexels.com
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Will the Eurozone go into recession soon? Have we seen the peak of oil prices yet? Has inflation staged its best showing yet? Can we bet on cash? Joe Quinlan, Chief Market Strategist of US Trust-BOA Private Wealth Management shares his view. Image credit: Pexels.com
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We ask Horace Chan, Senior Analyst - Oil and Chemicals, Bloomberg Intelligence how high can oil prices go and what can be done to stem the prices? Image Credit: Shutterstock.com
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The Singapore Straits Times was one of the best performing markets in Asia last year as it benefited from the general reopening of the regional economy. Geoff Howie, Market Strategist at the Singapore Exchange explains the dynamics of geopolitical risks with commodities and net institutional outflows in Singapore. Image Credit: Shutterstock.com
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Post pandemic recovery, geopolitical risks, inflation and rising interest rates are the common themes we see happening in the global market, but is the same affecting Asian markets and what can we do about it? Lee Kian Soon, CEO of Astral Asset Management shares his thoughts. Image Credit: Shutterstock.com
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Despite the distance of Malaysia from Ukraine, the impact of the conflict there is keenly felt globally. But what is the consequence for our economy and companies? Jeremy Goh, Head of Research at Hong Leong Investment Bank gives us his opinion. He also wraps up the recently concluded 4th quarter corporate result season and tells us the top picks for 2022. Image Credit: Shutterstock.com
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With slowing global growth, higher inflation from rising energy, grain and metal prices, is stagflation a possibility? Carlos Casanova, Senior Economist at UBP tells us his perspective while giving us an indication of GDP growth for Hong Kong. Image Credit: Pexels.com
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As war continues to wage in Ukraine, markets continue to be volatile while commodity prices from oil, grains to metals hit new time highs. Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management tells us how best to navigate these markets. Image Credit: Pexels.com
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The MSCI Asia Pacific Index has declined by 5% since the beginning of the year as the global stock sell off continues in earnest as the war in Ukraine rages on. So how should investors position their portfolios? Patrick Chang, Head of ASEAN Equities from Principal Asset Management tells us. Image Credit: Shutterstock.com
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Risk-off strategies like holding cash and seeking safe havens like gold are rising in importance as conflict in the Ukraine ratchets higher in temperature. Jack Kouzi, Director for Strategy, VFS Group, expands on the issues. Image Credit: Pixabay.com
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Joe Quinlan from US Trust-BOA Private Wealth Management gives his perspective on asset allocation as well as the trajectory of the US dollar and what it means for Fed as the Russian- Ukraine war escalates. Image Credit: Pixabay.com
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Russia's removal from the global financial system via Swift has tremendous repercussions for financial assets, according to Kingsley Jones, Chief Investment Officer, Jevons Global. Image credit: Pexels.com
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Tim Mulholland, President at TJM Limited in Chicago explains to us why US markets rallied after a sharp correction and whether that is a buying opportunity. He also weighs in the commodity rally and if this is the start of a supercycle. Image credit: pexels
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With US markets in bear market territory partly due to the brewing Russia-Ukraine conflagration and commodities leading a precipitous global inflationary surge, Fed Chief Jay Powell is in a policy bind. Mizuho Bank's Vishnu Varathan offers a perspective as to what policymakers will do next. Image credit: Unsplash.com
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Robert Mann, Head of Asian Equities at Nikko Asset Management tells us what to expect in the coming months as the Federal Reserve starts to unwind its very accommodative monetary policy against a backdrop of rising geopolitical tensions in Ukraine. He also weighs in who will be the winners in the renewable energy space. Image credit: Unsplash.com
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With rising risk of war breaking out in Ukraine, how will US markets reopen after a public holiday? Joe Quinlan, Chief Market Strategist of US Trust-BOA Private Wealth Management tell us what to expect and also what could be the buying opportunities. Image credit: Pixabay.com
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With the triple risk of rate hikes, inflation and geopolitical tensions, Jack Kouzi, Director for Strategy at VFS Group tells us what is his asset allocation strategy. He also weighs in on his thoughts of the EV market and who might the winners in this space. Image credit: Unsplash.com
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Hong Kong is facing multiple challenges as community infections of Covid-19 increase in the island state. We discuss the impact this has on Hong Kong's reputation as a financial hub, pressures on the Hong Kong dollar as well as the outlook for the Singapore economy in 2022. Image credit: Unsplash.com
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What should we expect from the FOMC meeting minutes in the US and also the latest CPI and PPI figures from China? Will oil prices continue to rally or slump with the latest development near Ukraine? And will it be another IPO year in India this year? Tony Nash, CEO of Complete Intelligence tells us more. Image credit: Unsplash.com
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Is the streaming business over-crowded or is there room for more players? And will Sea Ltd see more ban of its investments in India? Jack Kouzi, Director for Strategy at VFS Group shares his view on these. Image credit: Unsplash.com
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The bears have taken over the market with concerns over inflation and geopolitical tensions rising in Ukraine. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us the impact to the global economy if war breaks out and what are the safe haven assets. Image credit: Unsplash.com
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Alexander Chia, Regional Head of Research at RHB Bank tells us which sectors and stocks to consider in anticipation of borders reopening. Also on how investors should move on the back of the release of latest GDP numbers last Friday. Image credit: Shutterstock.com
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US has just announced their highest CPI in 40 years, where should we take cover and are agro commodities it? Kingsley Jones, Chief Investment Officer form Jevons Global tells us more. Image credit: Unsplash.com
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Hot on the heels of the US' highest inflation print since 1982, expectations are red-hot for as many as six rate hikes from the Fed this year, and perhaps (even) as early as February. Tim Mulholland, President of TJM Limited, Chicago, discusses. Image credit: Pixabay.com
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Risky assets like equities are off and roaring in the new lunar year of the Tiger, cheering investors. But what's driving this newfound optimism? Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, answers. Image credit: Unsplash.com
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Markets remain volatile ahead of inflation data which will released later today. Song Seng Wun, Economist at CIMB Private Banking helps us navigate these markets whilst telling us whether EM or DM will emerge the winner this year. Image credit: Unsplash.com
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Recently oil prices hit a 7 year high due to a confluence of factors but does this benefit the upstream oil and gas service providers? Will there be more jobs awarded or are oil majors still holding back on capex? Steven Chan, Equity Research Analyst at Kenanga Investment Bank tells us whilst giving us his top picks for the listed Malaysian companies. Image credit: Pexels.com
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Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management shares his thoughts with us on the US markets and what the market holds. Image credit: Unsplash.com
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Jack Kouzi, Director for Strategy at VFS Group dives into the recent volatile performance of technology stocks whilst telling us that opportunities exist in China names. Image credit: Unsplash.com
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The ECB delivered surprisingly hawkish comments citing inflation, hinting that a rate hike is not improbable. This is on the back of the Bank of England raising rates by 25bps on Thursday. But have markets priced in these moves? Carlos Casanova, Senior Economist at UBP tells us. Image credit: Unsplash.com
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Tony Nash from Complete Intelligence helps us understand whether US market's biggest 4 day rally since November can sustain? Image credit: Unsplash.com
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After a very volatile January with most indices in the red, we speak to Kingsley Jones, Chief Investment Officer of Jevons Global to understand the greed and fear driving markets. Image credit: Unsplash.com
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Natural gas futures spiked by 72%, Tim Mulholland, President of TJM Limited in Chicago explains what is happening in the energy market. He also gives his expectations on how many rate hikes the Federal Reserve will implement this year. Image credit: Unsplash.com
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Shane Oliver, Chief Economist at AMP Capital dissects the much anticipated FOMC meeting that took place last night as Jerome Powell steers the central bank to raise interest rate in March and did not rule out a hike at every meeting. Image credit: Pexels.com
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With markets very jittery, where can we hide? We ask Simon Lim, Chief Investment Strategist at CGS-CIMB Securities that question and which markets he prefers consider the risks ahead. Image credit: Unsplash.com
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Malaysia ended 2021 as one of the worst performing Asian markets once again. Will 2022 be any different or are there rerating catalysts for the equity market? To find out, Wong Shou Ning spoke to Doreen Choo, Head of Investments, Eastspring Investments Berhad, and Ivy Ng, Head of Malaysia Research & Regional Head of Agribusiness, CGS-CIMB in our recent BFM webinar; Market Outlook: Ramping Up In 2022.
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Joe Quinlan from US Trust-BOA Private Wealth Management gives sound advise on how we should navigate volatile markets when the S&P 500 dropped by 4% early this week. Image credit: Unsplash.com
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Singapore's benchmark was an outperformer in 2021 but as rate hikes loom large, will the STI offer a repeat performance? Singapore Straits Times Index with Adrian Loh, Head Of Research at UOB Kay Hian, answers. Image credit: Shutterstock.com
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As cratering markets painfully digest expectations of as many as five rate hikes this year, governments are now having to come to terms with yet another new normal: slowing growth. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, analyses. Image credit: Unsplash.com
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Indonesian unicorn PT Bukalapak has cratered since a much-vaunted IPO, giving rise to much hand-wringing over the country's prospects. Jerry Goh, Investment Manager Asia Equities at Aberdeen Standard Investments, addresses questions on Indonesia’s outlook. Image credit: Shutterstock.com
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With the NASDAQ in an official correction and markets plummeting, all eyes are on the Fed and whether they will go ahead with the much-feared interest rate hikes. Carlos Casanova, Senior Economist at UBP in Hong Kong, discusses. Image credit: Unsplash.com
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The local rubber glove sector surged during the pandemic but have since fallen into the doldrums as the virus subsides. Sean Chew, Research Analyst at RHB Investment Bank, talks about this trend. Image credit: Pexels.com
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Tech stocks on Nasdaq and NYSE are being pummelled as momentum behind the Fed's unwinding policy continues. Tony Nash, CEO, Complete Intelligence, discusses. Image credit: Pexels.com
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All eyes will be on the first Bank Negara Monetary Policy Meeting that will take place over the next 2 days.
Will the central bank maintain the the overnight policy rate at record lows of 1.75%. Or is the era of cheap money in Malaysia also coming to an end? Abdul Mui’zz bin Morhalim, Economist at MIDF Research gives us his answer. Image credit: Shutterstock.com
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US markets correctly sharply as markets start to price in the rate hikes by the Fed. Jack Kouzi, Director for Strategy at VFS Group tells us how we should position for volatile markets whilst weighing in on news that Microsoft is buying game publisher, Activision for USD69 billion. Image credit: Unsplash.com
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With the economy fully open, what is the outlook for the banking sector? Will the issuance of 5 new digital licences also shake up the sector and are the incumbents ready? Clement Chua, Senior Equity Analyst at Kenanga Group tells us whilst giving us his top picks. Image credit: Pexels.com
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With countries adopting different policies to overcome the Omicron variant, how will markets react and where are the safe havens. Kingsley Jones, Chief Investment Officer at Jevons Global gives us some ideas. Image credit: Unsplash.com
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US Big Tech is getting crushed with as many as four rate hikes on the cards for the year, but with China possibly loosening its regulatory hold, a switch to China tech might appeal, according to Tim Mulholland, President, TJM Limited in Chicago. Image credit: Unsplash.com
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Singapore's Straits Times Index had a great 2021, staying in positive territory while most regional markets dived, so will the outperformance continue? Geoff Howie, Market Strategist, Singapore Exchange, discusses. Image credit: Pexels.com
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With Inflation in the US at the highest level since 1982 at an annualised rate of 7%, we ask Terence Chua from Philip Securities whether this means that rate hikes will be as soon as March and whether the market has priced it in? Image credit: Unsplash.com
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Jeffrey Halley, Senior Market Analyst at OANDA explains the recent volatility in markets and tells us if this will be a trend for the year. He also explains why oil prices continue to rise whilst giving us his preferred asset allocation for the region. Image credit: Unsplash.com
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With the KL Plantation index down 8% but CPO (crude palm oil) prices surged 75% in 2021, we ask Alvin Tai from Bloomberg Intelligence whether this negative correlation continue in 2022? Image credit: Unsplash.com
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US markets have not started the year on a positive note but is this an opportunity? Joe Quinlan, Chief Market Strategist from US Trust-BOA Private Wealth Management tells us whilst telling us what markets look interesting in 2022. Image credit: Pexels.com
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We ask Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank what will change the plot of Fed rate hike and why are we not seeing more bullish sentiment in global markets.
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According to the Construction Industry Development Board (CIDB), total project awards rebounded 9% YoY to RM95.7 billion in 2021. So will 2022 be a better year for the construction sector? We ask Loong Chee Wei, Senior Associate Director at Affin Hwang Investment Bank Bhd.
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Movement restrictions have further hampered a moribund property sector, prompting long-overdue questions on when the local property scene will recover. Loong Kok Wen, Head of Regional Property Sector, RHB Research Institute, discusses. Image credit:
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With financial markets pricing in as many as six rate hikes in 2022, how will Asian central bankers respond? Carlos Casanova, Senior Economist, UBP, answers. Image credit: Unsplash.com
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After a bumper year in 2021, Will the Malaysian technology sector be able to replicate the 39% growth it achieved last year in 2022? Tan J Young from Hong Leong Investment Bank helps us answer that questions. Image credit: Unsplash.com
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Markets are tanking on concerns that rate hikes might occur sooner than expected, hence the possibility that heightened volatility and a flight to value havens could be in store for 2022, according to Tony Nash, CEO, Complete Intelligence. Image credit: Unsplash.com
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2022 is likely to be a volatile year for markets but look to price earnings as a guide as to what companies to pick. That's the advice of Jack Kouzi, Director for Strategy at VFS Group. Image credit: Unsplash.com
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Omicron has put a halt to the reopening of international borders. What impact will this have on the aviation sector? Ahmad Maghfur Usman, Equity Research Analyst at Nomura Malaysia gives us his views. Image credit: Shutterstock.com
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US markets opened with a bang on the first day of trading. Is this the start of a January rally and can this momentum continue for the rest of 2022? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us. Image credit: Unsplash.com
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Will 2022 be the year of outperformance for the FBMKLCI? Koh Huat Soon, Head of Research at Kenanga Investment Bank tells what are the investment themes that will do well this year. Image credit: Unsplash.com
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Kingsley Jones, Chief Investment Officer of Jevons Global reminds us equities is still the asset class of choice because there is no alternative as cash is "trash". He also offers us investment ideas for 2022 which includes agriculture and energy. Image credit: Pexels.com
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During the height of the Covid crisis, China's economy was the bright spot but will that change in 2022? Is the Evergrande crisis over or is this the start of a property bubble? We ask Gary Ng, Asia-Pacific economist at Natixis these questions. Image credit: Unsplash.com
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Equities will still outperform other asset classes despite omicron and inflation. But when should you take some money off the table. Lee Kian Soon from Astral Asset Management gives us the answer. Image credit: Unsplash.com
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The Asian equity markets have been underperforming US equities but Danny Wong, CEO of Areca Capital tells us that this might change in 2022. He also tells us the investment strategy he is adopting in 2022 considering all the risk that remain. Image credit: Unsplash.com
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As US equities continue to climb to a record high, Song Seng Wun from CIMB Private Banking opines that markets are in an ebullient mood and that there are unlikely any short term drags to the markets... for now. Image credit: Unsplash.com
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The Malaysian equity market continues to be a laggard in the region with a negative year to date return for the KLCI at 7%. Will earnings surprise on the upside across the board or will 2022 still be a year of stock picking to outperform? Imran Yusof, Head MIDF Research tell us. Image credit: Shutterstock.com
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Vishnu Varathan from Mizuho Bank helps us analyse recent U.S economic data and whether the US recovery is in full swing as well as whether this buoyancy will last before runaway inflation starts biting into consumer spending. Image credit: Unsplash.com
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We speak to Syifaa’ Mahsuri Ismail, Equity Research Analyst, Hong Leong Investment Bank on how the consumer sector performed in the last quarter, how will it be in 2022 and how did the flood impact them. Image credit: Pixabay.com
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We ask Tony Nash from Complete Intelligence on how China’s PBOC adoption of looser monetary policy will affect the yuan and the broader Chinese economy. Image credit: Unsplash.com
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With Singapore tightening border restrictions, we ask Terence Chua from Philip Securities whether these increasing movement controls have any adverse effects on the currency and stock markets and its economic resilience and outlook for 2022. Image credit: Unsplash.com
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Does it pay to stay invested and in what asset class? Have the risks been priced in and which sectors will outperform in 2022? Simon Lim, Fund Manager at Hong Leong Asset Management tells us. Image credit: Unsplash.com
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Markets have been volatile but what's the right strategy even as we look ahead to 2022 and is it DM or EM? Jack Kouzi, Director for Strategy, VFS Group gives us his outlook. Image credit: Unsplash.com
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Joe Biden's Built Back plans appear to have hit a roadblock but what damage will that have on US markets? Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management tells us whilst giving us the investment strategy during this period of market volatility. Image credit: Pexels.com
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Last Friday, Bank of Japan announced that it will keep its key short-term interest rate unchanged at -0.1% whilst for 10 year bond yields, staying pat at 0%.
So how will Japan equity market react to this and in 2022, can the Nikkei 225 surpass the 31-year high achieved back in Mid September this year?
We speak to Chern Yeh Kwok, Deputy Head of Asia Pacific Equities & Head of Japan Equities at Aberdeen Standard Investments.
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Kingsley Jones, Chief Investment Officer, Jevons Global unpacks the recent halt in US equities rally and whether the tech stocks rally will come to an abrupt halt soon.
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Raja Nur Aqilah, Analyst, RHB Research advises us on how will the retail sector perform in 2022 and whether we should invest in REITs during a high inflation period. Image credit: Shutterstock.com
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We ask Tim Mulholland on the gyrations on markets and what it means for USD and commodities following the Fed's more hawkish tone and get his perspective on the surprise decision by the Bank of England. Image credit: Unsplash.com
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Daniel Wong, Analyst at Hong Leong Investment Bank shares the 2022 outlook of the automotive sector and whether government goodies will help the industry that was badly hampered by the pandemic. Image credit: Pixelbay.com
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The Federal Reserve has provided more clarity on their monetary policy signalling a more hawkish tone. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank helps us break down their decision and whether other central banks will follow suit in hiking rates. Image credit: Unsplash.com
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As plantation stocks continue to languish, we ask Hoe Lee Leng from RHB Research why that is the case despite CPO prices hovering around the RM 5,000 levels. Image credit: Shutterstock.com
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US markets saw heavy selling especially in the expensive technology sector. We ask Song Seng Wun, Economist of CIMB Private Banking why and is the key event to watch, the actions of central banks. Image credit: Pexels.com
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Joe Quinlan helps us navigate the volatility in markets and why central banks around the world are likely to diverge in action as economies are recovering at different levels. Image credit: Pexels.com
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With inflation coming in as expected at 6.8%, we ask Kyle Rodda from IG on what is the likely action that the Fed will take and the implications on markets and currencies.
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Inflation continues to be a key theme guiding markets even as China's Evergrande and Kaisa debt defaults inform the Yuan's movements. Carlos Casanova, Senior Economist, UBP, discusses.
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Lee Kian Soon, CEO of Astral Asset Management in Singapore, explains Asia's laggard markets in relation US. Image credit: Unsplash.com
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The banking sector is seen as a barometer for the economy and with stronger growth expected in 2022, will the earnings reflect this widely held belief. Chan Jit Hoong, Senior Analyst, Hong Leong Investment Bank gives us his outlook and top picks for the sector. Image credit: Shutterstock.com
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Markets have been extremely volatile but was the recent sharp selldown an overreaction to Omicron? Jack Kouzi, Director for Strategy at VFS Group gives us his answer whilst giving us his investment strategy for 2021. Image credit: Pexels.com
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Cryptocurrencies are a volatile asset class that cannot be ignored by investors. But with price volatility and scams, how do we differentiate the chaff from the wheat? Varun Mittal, author of Singapore: The Fintech Nation gives us some ideas.
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How do we avoid a taper tantrum as macroeconomic indicators point to a hastening of monetary tightening? Joe Quinlan, Chief Market Strategist at Trust-BOA Private Wealth Management tells us.
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The FBMKLCI has been a disappointment on a year to date basis. We ask Vincent Khoo, Head of Research at UOB KAYHIAN Malaysia if 2022 will be a repeat or are there investment themes that we should consider instead?
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US markets corrected sharply on Friday but what were the reasons for this and is this the time to bottom fish? Kingsley Jones, Chief Investment Officer at Jevons Global gives us his answer. Image credit: Unsplash.com
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With a confluence of negative factors, China's economy and markets are facing headwinds. But what is the alternate trade in the region? Tony Nash, CEO of Complete Intelligence gives us some suggestions whilst also weighing on the results of big tech.
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Tony Nash, CEO, Complete Intelligence, talks about inflation's- and Omicron's role in US shares sinking, as fears spread over their non-transitory nature. Image credit: Unsplash.com
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Fed Chair, Jerome Powell confirmed that the word "transitory" is no longer applicable to inflation suggesting the pace of monetary tightening will be hastened. We ask Jeffrey Halley, Senior Market Analyst at Oanda if this means a taper tantrum is round the corner? Image credit: Pexel.com
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Oil prices have been volatile of late with shortages pushing prices to year highs before being weighed down by concerns over the Omicron variant. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us if the upcoming OPEC meeting will give some directions as to prices. Image credit: Unsplash.com
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Vishnu Varathan from Mizuho Bank helps us understand what happened last week when stock markets tumbled on Friday as investors dumped risky assets on concerns over the Omicron variant. Image credit: Unsplash.com
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With US inflation accelerating, expectations for a more aggressive tapering program and higher rates earlier than expected are in the offing -- something which Carlos Casanova, Senior Economist, UBP, thinks might be a bad idea. Image credit: Unsplash.com
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Tony Nash, CEO of Complete Intelligence, offers an insight into market flows as news reports emerge that supply chain bottlenecks are easing and the Fed' might accelerate interest rate tightening. Credit: Unsplash.com
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Recently hedge fund darling tech names took a beating dragging the Nasdaq down. We ask Jack Kouzi from VFS Group if this is actually a buying opportunity. We also asked about PC makers, Dell and HP which released stellar results if the best is yet to come. Credit: Unsplash.com
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President Joe Biden re-nominated Jerome Powell as Fed Chair, ending months of uncertainty. We ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management for what impact that will have on markets. He also gives us sound investment ideas for 2022.
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At this stage of the market cycle, what is the best asset allocation? Kingsley Jones, Chief Investment Officer at Jevons Global tells us his preference between growth and cyclicals whilst weighing in on why the Australian equity market is a laggard compared to the US markets.
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We ask Tim Mulholland on his views on who the next Fed chair will be and get his perspective on the record USD 276 billion IPO market following the largest IPO offering of Rivian Automotive.
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Malaysia joins other emerging Asian nations whose returns are badly lagging their US counterparts.
Danny Wong, CEO, Areca Capital, explains why.
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The Singapore Straits Times has a had a stellar year with a total return of 17% for 2021. Geoff Howie, Market Strategist, at the Singapore Exchange tells us if we can expect a deja vu moment for 2022 and what would be the factors for it.
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The US equity markets are near historical highs. We ask Song Seng Wun, Economist at CIMB Private Banking the reasons for the rally and whether a new Fed Chair will change monetary policy direction if that happens?
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US equity markets are at crossroads as investors remained sidelined over inflation fears which may expedite the end of the FED tapering program. We ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management for how long this impasse may last but if there are still buying opportunities at this point.
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India's has ambitious plans to internationalize its fixed income market and also start a privatization program for its infrastructure assets. But will these grand plans succeed? We ask Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank.
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Economic data from China has been weak but is this just a soft patch? Will the official statement from the 6th Plenum reveal what are the key economic policies that will drive growth? Carlos Casanova, Senior Economist at UBP gives us his views.
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With a never-ending stream of headlines on monetary policy and inflation, what does this mean for global and the Malaysian bond market. Has this asset class been overlooked and what are the buying opportunities? We ask Hasif Murad, Head of Fixed Income Malaysia of abrdn Islamic.
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With US CPI hitting 6.2% which was higher than the 5.9% expected by the street, what does this mean for the Fed Fund policy? Tony Nash, CEO of Complete Intelligence tells us his views whilst diving into his investment strategy for 2022.
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USD199 billion has been wiped off Tesla's market capitalisation thanks to a tweet. But is this a buying opportunity? Or will inflation mean that all bets are off? Jack Kouzi, Director for Strategy at VFS Group tells us.
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Brent crude prices are up more than 60% on a year to date basis fueled by both stronger demand and supply discipline. But does this mean that there will be more capex for the industry or is the structural shift towards renewables, the end for O&G companies? T.J Liaw, Regional Head of Oil and Gas , Maybank Investment Bank Equity Research gives us his views whilst telling us his top picks for the sector.
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US markets continue to rally despite tapering fears and slowing growth in China. Kingsley Jones, Chief Investment Officer at Jevons Global gives us the reasons why while spending some time talking about Singapore banks.
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US markets continue to melt up despite taper shocks, supply chain shortages and the prospect of higher rates. Tim Mulholland, President, TJM Limited, Chicago, explains the whys and wherefores.
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ASEAN equity markets have been inching up except for Malaysia. However what are the money making ideas in the region? Jeffrey Halley, Senior Analyst from Oanda gives us his investment ideas.
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Loong Chee Wei, Senior Associate Director at Affin Hwang Capital answers whether initiatives in Budget 2022 for instance the RM1.5 billion on housing projects for the low-income group and RPGT abolition will aid recovery for the construction and property sector?
Brought to you by Mah Sing.
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Loong Chee Wei, Senior Associate Director at Affin Hwang Capital answers whether initiatives in Budget 2022 for instance the RM1.5 billion on housing projects for the low-income group and RPGT abolition will aid recovery for the construction and property sector?
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The Russell 2000 Index is up 26% on a YTD basis, so is there still value to be found? Is this where to park your money when earnings have peaked? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his answer.
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With the slew of incentives, rebates and tax exemptions, we ask Eddy Do analyst from RHB on whether Budget 2022 will spur the local EV market and who will be the likely beneficiaries.
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With the largest expenditure in history, Jeremy Goh, Head of Research at Hong Leong Investment Bank dissects market performance, identifies winners and losers as well as whether Budget 2022 will be a game-changer for the Malaysian equity market?
Brought to you by Mah Sing.
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