Podcasts by Market Watch

Bright Horizon For Construction Sector from 2023-12-13T09:15:36

The total value of construction work in the 3rd quarter was the highest in 14 quarters at RM 33.4bn. Is this the beginning of strong project wins for 2024 and who would be the winners for this s...

Markets Positive On Soft Landing Scenario from 2023-12-13T07:00:03

US markets are rallying on the likelihood of a ‘Goldilocks’ scenario: one where there is economic growth without recession, coupled with Fed rate cuts next year due to falling inflation. Jack Ko...

Hoping For A Stretch In Demand For The Glove Sector from 2023-12-12T09:15:12

Rubber glove maker stocks performed very well during the pandemic. This was largely fuelled by global shortages and strong demand from both institutional investors as well as retailers. Now, pro...

Central Bank Meetings In Focus, Profit-Taking On Gold from 2023-12-12T07:00:55

The central banks of the US, the UK, Europe, Norway and Switzerland are set to conduct policy meetings on Thursday, while spot gold has declined nearly 6% after hitting the all-time high of USD2...

Hawkish Pivot For BOJ? from 2023-12-11T07:00:47

The Yen made strident gains versus the U.S Dollar in recent days on rumours that the Bank of Japan will dismantle its negative rate policy at its December meeting. We discuss the policy directio...

Positive 2024 Outlook For Malaysian Banks from 2023-12-08T09:15:06

With the conclusion of third quarter results, we take stock of how the bank players have performed. Samuel Woo, Equity Research Analyst, MIDF shares with us how loan growth has been so far and w...

Positive Prognosis For US Economy from 2023-12-08T07:00:24

As markets wrap up 2023, how are investors positioning themselves for the year ahead? We discuss expectations for the US economy with independent market researcher Laurent Lequeu.

I...

Oil Prices Heading South from 2023-12-07T07:00:04

Oil prices are at a six-month low despite OPEC+ committing to supply cuts till March 2024. Tony Nash, CEO, Complete Intelligence explains why whilst weighing in on the next move by the Federal R...

Valuations Are Attractive, Don't Ignore Singapore Equities from 2023-12-06T09:15:02

2023 has been a rather tepid year for Singapore equities with a 5.5% decline on a year to date basis for the STI. Will 2024 be the year that the Straits Times Index outperforms? Thilan Wickramas...

China Downgrade, AUD Recovery In Focus from 2023-12-06T07:00:45

Moody’s has downgraded its outlook on China’s government credit ratings to negative from stable, while also lowering GDP growth expectations. The Australian dollar has also been strengthening ag...

3rd Quarter Results Season Getting Better from 2023-12-05T09:15:57

What does the recently concluded 3rd quarter result season tell us about earnings growth for this year and 2024? Jeremy Goh, Head of Research, Hong Leong Investment Bank reviews the results for...

November Rally Extends To New Year from 2023-12-05T07:00:37

November was the best month for markets this year but can that rally continue into 2024 as the first few days of December has seen selling pressure. Joe Quinlan, Chief Market Strategist, US Trus...

Australia Dollar Direction Depends On Fed Fund Rate from 2023-12-04T07:00:02

The Royal Bank Of Australia will be meeting on Tuesday with most economists expecting the central bank to keep to their cash rate of 4.35%, which is a 12 year high. Kingsley Jones, Chief Investm...

Good Or Bad, The Santa Rally Is Here from 2023-12-01T07:00:27

The U.S stock market performed strongly with the S&P 500 notching one of the best rallies in November. Is a Santa rally in December all but a dead certainty? Tim Mulholland, President, TJM L...

US GDP Stubbornly Strong from 2023-11-30T07:00:31

3Q US GDP surprised on the upside at 5.2% despite the high Fed Fund rates. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank tells us if this will cement the current mantra of hig...

Keeping The Faith In Tech from 2023-11-29T07:00:27

With the recent rally in the NASDAQ100 and the S&P 500 indices, should investors keep the faith and remain in technology stocks for the time being? Will Chinese A.I players be able to compet...

US Consumer Driving Santa Rally from 2023-11-28T07:00:33

Black Friday was estimated to have generated $USD9.8 billion in online sales, up 7.5% from a year ago - what does this indicate about the strength of American consumption? We discuss the market ...

US Consumers Back In The Black from 2023-11-27T07:00:13

The Black Friday sales are a keenly watched barometer on the strength of the US consumer. We check in with Kelvin Wong, Senior Market Analyst, OANDA for his take on the sales figures. We also as...

Beware Short-Term Volatility For AI Tech from 2023-11-24T07:00:15

As the US markets take a breather for Thanksgiving, independent Economist Clifford Bennett discusses the long-term strategy for tech stocks, including the AI theme. He also weighs in on expectat...

Oil Prices Appear Irrational from 2023-11-23T07:00:18

Oil demand is reaching record highs with stocks depleting rapidly. Yet, crude prices continue to fall with WTI close to USD 70 per barrel. Tony Nash, CEO of Complete Intelligence explains this i...

Cloudy Horizon For Japan Economy from 2023-11-22T07:00:55

What clues do the latest Federal Reserve minutes reveal about their monetary policy direction as we head towards the final meeting of the year? We discuss central bank strategy as well as the ec...

Diversification Pays Off In Investing from 2023-11-21T07:00:42

With yields on the rise and even equities close to all time highs, how should investors position their portfolios. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management te...

Time For Asean To Outperform? from 2023-11-20T09:15:26

Unlike 2022, Asean has been an underperformer with flows into Japan and Korea instead. We ask Andrew San, Head of ASEAN Equities, Amundi Malaysia as to what would be the catalysts for a rerating...

Who Is The Real AI Play? from 2023-11-20T07:00:38

Nvidia results are due this week but aside from the most valuable chip company in the world, what are the other companies that are a proxy for this theme? Kingsley Jones, Chief Investment Office...

The Fed Still Has Work To Do from 2023-11-17T07:00:35

Tim Mulholland, President of TJM Limited in Chicago weighs in on expectations as to whether the Federal Reserve has achieved their objective of bringing inflation under control at 2% and a soft ...

Has The Fed Achieved A Soft Landing? from 2023-11-16T07:00:48

Recent US data is suggesting that Fed Chair, Jerome Powell has achieved his goal of a soft landing for the US economy. But does Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank a...

Selected Technology Is Back from 2023-11-15T07:00:30

Nvidia share prices has been on an upward trend for the last ten trading days. Jack Kouzi, Director for Strategy at VFS Group tells us if the long term outlook of this company related to AI is s...

Is The Santa Rally Here Already? from 2023-11-14T07:00:45

S&P500 has been up nine days out of the ten trading days. Is the year-end rally already here? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us whilst wei...

Bottom Up Approach Is Key To Outperformance from 2023-11-10T07:00:53

The Federal Reserve has maintained their hawkish stance with a pledge to raise rates if needed, sending markets into a tailspin. We ask Peter Lim, Founder & Chief Research Officer, Trident A...

Golden Opportunities In The Silver Economy from 2023-11-09T09:15:43

By 2056, Malaysia is expected to reach "super-aged" status, but more than 20% of the population aged above 60. This presents a mix of opportunities and challenges for policy makers and society a...

US Stocks'Current Winning Streak: Sustainable? from 2023-11-09T07:00:33

Investors seem to hope that this current cycle of rate hikes by the US Federal Reserve is near an end. Tony Nash, CEO of Complete Intelligence, talks to us about expectations that such a rally m...

An Improving Outlook For Asia from 2023-11-08T09:15:59

Markets have been extremely volatile with the Federal Reserve signalling higher rates for longer and the war in Gaza. How then should investors navigate these markets? Patrick Chang, Chief Inves...

Fed Keeping To Its Higher For Longer Mantra from 2023-11-08T07:00:40

Although more Fed officials are turning dovish, its unlikely that the mantra of higher rates for longer will change any time soon. Carlos Casanova, Senior Economist from UBP explains why. We als...

Finding Value In Singapore Equities from 2023-11-07T09:15:28

The Singapore Straits Times Index is currently down some 2.5 % on a year to date basis but the country's central bank still expects a more modest growth for Singapore’s economy in the short-term...

Too Soon To Price In Fed Cuts from 2023-11-07T07:00:22

US markets marked the best week of the year, rallying in response to the Fed's decision to pause interest rate hikes, but is this just a dead cat bounce? Joe Quinlan from the US Trust-BOA Privat...

RBA Likely To Press Pause Button from 2023-11-06T07:00:45

On the back of weak job data, the market is expecting the Federal Reserve to pause at December's FOMC with even a cut as soon as June. Will RBA follow suit and pause considering their own econom...

Singapore REITS Still Offer Value from 2023-11-03T09:15:41

REITs are seen as a defensive asset class as it generally pays out all their profits because of the tax structure resulting in high dividend payouts per unit. But in recent times, it has underpe...

It's The Yen That Is In Focus from 2023-11-03T07:00:36

The US dollar continues to remain strong despite the record tax issuance. We ask Tim Mulholland, President of TJM Limited how long is this era of King Dollar. He also then weighs in the recent p...

No Trick-Or-Treating For The Federal Reserve from 2023-11-02T07:00:44

The Federal Reserve as expected did not raise rates but their Chair, Jerome Powell did not dismiss the possibility of further hikes. We speak to Laurent Lequeu, Head Of Research, Lumen Capital I...

The Magnificent 7 Can't Support The Market Anymore from 2023-11-01T07:00:43

The Nasdaq and S&P500 have retreated from recent highs despite the tech giants releasing decent corporate earnings. Jack Kouzi, Director for Strategy at VFS Group dissects the correction and...

Don't Pass Up A 10% Correction from 2023-10-31T07:00:16

Markets have been very volatile of late no thanks to a perfect storm of high bond yields, the Gaza war, a hawkish Fed and increased geopolitical tensions. Joe Quinlan, Chief Market Strategist at...

Central Banks Facing New Headwinds from 2023-10-30T07:00:32

The Central Banks of Indonesia and Philippines surprised markets by turning hawkish and raising rates. Will BNM do so this week considering our weak Ringgit? Vishnu Varathan, Head of Economics &...

Sticky Inflation Persists In Australia from 2023-10-27T07:00:35

RBA Governor Michelle Bullock expressed concern over core inflation. What does this mean for rates when the Central Bank meets on 7th November? Shane Oliver, Chief Economist at AMP Capital weigh...

AI Premium Overdone from 2023-10-26T07:00:04

Nasdaq had its worst day with a sell down of big tech. Tony Nash, CEO, Complete Intelligence tells us why and if this sell down is just starting. We also ask what he expects as US corporate resu...

China Steps Up Its Stimulus from 2023-10-25T07:00:03

China is set to unleash fresh fiscal stimulus to shore up its economic recovery by raising its fiscal deficit to 3.8% of GDP from the current 3%. Is this the catalyst that is much needed to turn...

Aviation Sector Flying High From Budget 2024 from 2023-10-24T09:15:35

2026 has been designated "Visit Malaysia Year" with RM350mn dedicated for promotional activities. Will this be the catalyst for earnings and margin expansion for the tourism and aviation sector?...

Markets May Ignore US Results Season from 2023-10-24T07:00:04

The S&P500 is at its lowest level since March, as investors take on a risk off approach in the light of the geopolitical tensions in the Middle East. With US 10 year Treasury yields also abo...

Gold's Luster Won't Last Long from 2023-10-23T07:00:42

The price of gold is inching closer to USD2000 on the back of rising geopolitical tension and a shift to safe haven assets. However does this recent price rally have legs? We ask Yeap Jun Rong, ...

MGS Demand Still Intact from 2023-10-20T09:15:41

The fixed income market is highly correlated to macroeconomic forecast, debt and fiscal targets which makes the Budget 2024 particularly relevant. Edward Toh, CIO, Fixed Income, Areca Capital te...

Budget 2024 Was Nothing Burger For Markets from 2023-10-20T07:00:06

The Budget once again was a disappointment to market with the FBMKLCI hardly reacting. We check in with Peter Lim, Founder & Chief Research Officer, Trident Analytics Sdn Bhd as to the reaso...

Auto Sector Breaking The Limit from 2023-10-19T09:15:23

The Malaysian Automotive Association noted that for September, total industry volume was lower mainly due to consumers adopting a wait and see attitude as Budget 2024 was round the corner. So di...

USD Staying Strong For Now from 2023-10-19T07:00:30

Despite the possibility of a government shut down and a hard landing, the US dollar has remained strong. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank explains why while weigh...

Budget 2024 Is Supportive Of Consumers from 2023-10-18T09:15:33

Budget 2024 was the most expansionary on record, with rakyat friendly measures although there were some notable taxes which includes, a proposed 5-10% luxury tax on high value goods and an incre...

Markets Headed For A Choppy 4Q from 2023-10-18T07:00:36

US markets seem unfazed by the chaos in the House of Representatives but are we heading for volatile times ahead in light of the geopolitical tensions and the economic slowdown in China? Jack Ko...

Unveiling Budget 2024 Property Player Winners from 2023-10-17T09:15:48

We are still keeping an eye on how Budget 2024 will impact the different sectors in Bursa Malaysia. Today, it’s the Property Sector, already one of the winners this year with the Property Index ...

US Reporting Season Will Be A - Ok from 2023-10-17T07:00:10

Reporting season started with the big. Anis reporting better than expected numbers. Will other companies also report good numbers. Joe Quinlan, Chief Market Strategist of US Trust-BOA Private We...

Bursa's Winners And Losers From Budget 2024 from 2023-10-16T09:15:18

The Budget remained expansionary and there were some sector implications from the multiple measures and incentives. We uncover who are the equity losers and winners from Budget 2024? Anand Pathm...

We Aren't Even Close To Peak Rates Yet from 2023-10-16T07:00:49

The rise in yields has done some of the heavy lifting for the Federal Reserve but are far away are peak rates? Laurent Lequeu, Head Of Research at Lumen Capital Investors gives us his views whil...

Construction, Will The Winning Streak Continue? from 2023-10-13T09:15:23

The construction sector has been the outperformer this year with the Bursa Malaysia Construction Index up 25% on a year to date basis compared to the broader market decline of 3.5%. We ask Chong...

How To Bring Foreign Funds Back To Malaysia from 2023-10-13T07:00:56

Historically the Budget has been a non-event for the Malaysian capital market but will this year mark a change with the government's ambitious policies? Peter Lim, Founder & Chief Research O...

Don't Write Asean Off Yet from 2023-10-12T09:15:07

2023 was year which has seen strong inflows into Japan and Korea, with only Vietnam and Indonesia the better performers in Asean. We check in with Andrew San, Head of Emerging Market Equities, A...

US Earnings Season Should Be OK from 2023-10-12T07:00:36

This Friday, big banks JP Morgan, Citigroup and Wells Fargo will be reporting their results. Will it be a harbinger of US result season? Tony Nash, CEO, Complete Intelligence gives us his expect...

Don't Overlook The Chinese Equity Market from 2023-10-11T09:15:22

The CSI300 is down 5.5% this year, a surprise since China was supposed to be the big outperformer on the back of the reopening theme. Since then macroeconomic data has been disappointing. Not he...

Is 1 Trillion Stimulus Enough For China's Economy? from 2023-10-11T07:00:33

Bloomberg is reporting that China is mulling another round of stimulus to boost growth so that it can achieve its official growth target of 5% for 2023. Carlos Casanova, Senior Economist, UBP gi...

High Yields Doing Some Heavy Lifting For The Fed from 2023-10-10T07:00:16

With UST yields close to 5%, does this mean that there is less pressure for the Federal Reserve to raise rates at the last two FOMC meetings for the year? Joe Quinlan, Chief Market Strategist at...

Opportunities In Rare Earth Investments from 2023-10-09T07:00:32

Kingsley Jones, Chief Investment Officer, Jevons Global shares with us why US markets remained resilient despite high U.S jobs numbers. And as Australian Funds are pivoting from traditional sect...

Expecting A Harder Landing from 2023-10-06T07:00:57

Tim Mulholland, President, TJM Limited, Chicago helps us explain the sudden reversal to the recent rally in oil prices and the trajectory of US Treasuries following excess supply of longer-term ...

Impact Of Higher Rates For Longer from 2023-10-05T07:00:44

All eyes will be on the job data out this Friday as that will likely inform how hawkish the Federal Reserve will be. Tim Waterer, Chief Market Analyst, at KCM Trade gives us a preview of what is...

The 3 Stocks To Pay Attention To In Singapore from 2023-10-04T09:15:33

The STI has not been the favoured market in Asia with Japan and Korea taking that mantle. As we are firmly in the 4th quarter of the year, is the year to date decline of 3% reversible? Adrian Lo...

For Now, Cash Is King from 2023-10-04T07:00:13

The Dow has returned all the year to date gains. Is this cause for concern and a sign that US markets are firmly in bear territory? Jack Kouzi, Director for Strategy, VFS Group tells us whilst w...

FBMKLCI, Better Days Ahead from 2023-10-03T09:15:29

On a year to date basis, the FBMKLCI is down 5%. Will the Malaysian equity market continue its track record of disappointing investors? We ask Imran Yusof, Head of Research, MIDF Investment Bank...

Get Ready For The Year End Rally from 2023-10-03T07:00:04

Markets have been volatile but with US result season starting soon and perhaps the end of the Fed tightening cycle, how will markets perform in the last quarter of the year and even in 2024? Que...

Central Banks Waiting For The Fed To Move from 2023-10-02T07:00:22

This week's US PMI figures may give a sign as to whether the Fed's current hawkish stance remains but until then central banks in Asia have been in a quandary. Vishnu Varathan, Head of Economics...

Government Shutdown Threat A Concern On US GDP from 2023-09-29T07:00:53

We speak to Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management about the impact a potential US government shutdown will have on the US and broader global economy.
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Markets Heading Into Bear Territory from 2023-09-27T07:00:18

US markets have been correcting on the back of Fed rates staying higher for longer. Clifford Bennett, Chief Economist at ACY Securities tells us if the selling will persist and if so, are there ...

China's Property Market Problems Are Contained from 2023-09-26T07:00:15

Evergrande failed to meet its local debt obligations while prior executives have been detained. Will this have a contagion effect on the wider Chinese economy or even markets in the region? Joe ...

Buy Japan Equities On The Dip from 2023-09-25T07:00:51

The Japanese equity market has had a stellar run this year on the back of structural reform. Kingsley Jones, Chief Investment Officer of Jevons Global tells us what those reforms are, does the m...

Thumbs Up For NIMP And NETR from 2023-09-22T09:15:20

The GDP contribution from NIMP and NETR can be significant with strong tailwinds. So what are the sectors that stand to benefit despite the recently weak earnings season? Tushar Mohata, Head of...

Rate Hikes Impacting Growth Stocks from 2023-09-22T07:00:26

US markets declined the most in 6 months on the back of Fed Fund rates being higher for longer than expected. Tim Mulholland, President, TJM Limited, Chicago explains why and what are the safe h...

Indonesia Is In A Sweet Spot from 2023-09-21T09:15:43

The JCI has been the best performing market in ASEAN, up close to 3% on a year to date basis. Jerry Goh, ASIA Equities, Investment Manager at ABRDN tells us if this positive momentum will contin...

US Federal Reserves Leaves Rates Unchanged - What Next? from 2023-09-21T07:00:32

The US Federal Reserve - as expected - held interest rates steady but stiffened its hawkish stance, signalling another increase by year's end. Vishnu Varathan, Head of Economics & Strategy, ...

For IPOs, It’s Profit That Counts Not Cash Burn from 2023-09-20T07:00:14

Instacart debut on the Nasdaq with their shares popped 40% to open at 42 dollars. Jack Kouzi, Director for Strategy at VFS Group tells us the prospects of these IPOs, and expectations from Fed m...

Thailand Economy Moves Forward With New PM from 2023-09-19T09:15

Srettha Thavisin has been Thailand's prime minister for just under one month and he has already unveiled a largely populist economic policy aimed to kickstart the economy. This involved lowering...

Equity Traders'Eyes On Interest Rates from 2023-09-19T07:00:17

IG International believes equity markets may see some optimism with the US Federal Reserve lik...

Interest Rate Decisions Still Drive Equity&Currency Movements from 2023-09-18T07:00:26

The US Federal Open Market Committee meeting this Wednesday is being closely watched, with a surge in crude oil prices likely to drive up inflation. This comes as the European Central Bank unexp...

Asian Bond Market Still Resilient from 2023-09-15T09:15:44

Jesse Liew, Chief Investment Officer, Fixed Income, Principal Southeast Asia shares with us the notable shifts in the global economic landscape, expectations of GDP, and the outlook for bond mar...

Will Softbank ARM’s IPO Continue The NASDAQ Rally? from 2023-09-15T07:00:54

We speak with Laurent Lequeu, Head Of Research, Lumen Capital Investors to talk about all the news moving the markets, including the fiscal stimulus from the US government, the strengthening of ...

US Inflation Rises, Feds To Stay Put On Rates from 2023-09-14T07:00

US inflation accelerated in August for the second-straight month, due to higher petrol prices as crude oil prices also move up. Tony Nash, CEO of Complete Intelligence opines that the Federal Re...

Is Japan's Economy Booming? from 2023-09-13T07:00:24

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 deteriorati...

ECB Rate Decision Amidst Slowing Economic Growth from 2023-09-12T07:00:47

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...

India, China&Australia Considerations from 2023-09-11T07:00:09

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 for...

Don't Discount China Stocks from 2023-09-08T07:00:42

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 rece...

Asean Equities Vis-à-Vis China's Economy from 2023-09-07T09:15:04

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...

Higher For Longer Interest Rates Dragging Down Yen And EM Currencies from 2023-09-07T07:00:15

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 ...

KLProperty Index Rallies, Why? from 2023-09-06T09:15:39

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 i...

Australia, Not the Lucky Country For Now from 2023-09-06T07:00:13

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.

2Q Result Season, No Real Big Surprises from 2023-09-05T09:15:49

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 te...

There Are Catalysts For A Market Rebound from 2023-09-05T07:00:51

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...

15 Stocks That Were In The Headlines In 2023 from 2023-09-04T09:15:11

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....

Time To Look At Malaysia And Indonesia from 2023-09-04T07:00:43

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 inves...

AI Is Here To Stay Both In China And US from 2023-09-01T07:00:45

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 ...

Chinese Banks Cutting Deposit And Loan Rates from 2023-08-30T07:00:29

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.<...

China-US Know They Need Eachother from 2023-08-29T07:00:54

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 ta...

The Outcome From Jackson Hole Is Higher For Longer from 2023-08-28T07:00:10

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 ...

Are Markets Trading Higher On FOMO? from 2023-08-25T07:00

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 ...

Is R-Star The New Catchword At Jackson Hole? from 2023-08-24T07:00:52

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 ...

The Listing of ARM, Priced To Perfection? from 2023-08-23T07:00:53

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...

All Eyes On Jackson Hole: Watching For A Dove Or Hawk? from 2023-08-22T07:00:33

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 Strat...

Likely Another Hawkish Symposium At Jackson Hole from 2023-08-21T07:00:27

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 ma...

Profit Taking On NASDAQ A Healthy Correction from 2023-08-18T07:00:32

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...

Fitch Is Late To Game from 2023-08-17T07:00:02

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 Com...

Surprise Rate Cut In China Follows Bad Economic Data from 2023-08-16T07:00:05

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 Gong...

What’s Next For Singapore? from 2023-08-15T09:15:22

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 ge...

Stay Cautious On Tech from 2023-08-15T07:00:20

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 t...

Stay Invested, Implementation Begins Now from 2023-08-14T09:15:28

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...

Is The Yen Sell-Off Overdone? from 2022-04-21T19:00:57

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...

Is Recession Looming Over The Northern Hemisphere? from 2022-04-20T07:00:46

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 Benn...

Are Aviation Stocks Ripe For Picking? from 2022-04-18T09:15:28

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: Shutters...

Repositioning Equities In Your Portfolio from 2022-04-18T07:00:32

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 cha...

Rates: Up In America, Down In China from 2022-04-15T07:00:03

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...

Has US Inflation Peaked? from 2022-04-14T07:00:09

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 Intellig...

Not Enough Cars To Go Around from 2022-04-13T09:15:04

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 a...

Time For A Dive Back Into Tech? from 2022-04-13T07:00:45

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 VF...

Pays To Be Nimble For Malaysian Equities from 2022-04-12T09:15:27

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 Agribusine...

GoTo Goes Far from 2022-04-12T07:00:18

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 i...

Will Oil Supply And Demand Be Stabilised Soon? from 2022-04-11T09:15:48

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 da...

Not Fixated On Fixed Income from 2022-04-11T07:00:27

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 weigh...

Is Malaysia In A Good Position Amidst US Bond Selloff? from 2022-04-08T09:15:02

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 ar...

As Bonds Un-Invert, Don't Short Volatility from 2022-04-08T07:00:51

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...

Will Malaysia's Gains Drain Further Into 2022? from 2022-04-07T09:15:04

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, an...

Looking Out For The Fed's Next Moves from 2022-04-07T07:00:57

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 w...

Is GoTo A Costly Ride? from 2022-04-06T07:00:36

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 r...

Stay With Equities, It's A Hedge Against Inflation from 2022-04-05T07:00:21

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 ...

Singapore, Gateway To Renewable Energy Stocks from 2022-04-04T09:15:54

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...

Economy Still Moving Along from 2022-04-04T07:00:47

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...

Tight Oil Means More Supplies (Hopefully) from 2022-04-01T09:15:13

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, Analys...

A US Recession? Not So Soon from 2022-04-01T07:00:58

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, ...

If Recession Is Coming, Does Jay Powell Still Raise Rates? from 2022-03-31T07:00:02

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. Ima...

Stay The Course, Think Long Term from 2022-03-30T09:15:19

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 buyin...

The Sun Starts To Shine On Tech from 2022-03-30T07:00:33

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 i...

Are REITs Poise To Recover With The Economy Reopening? from 2022-03-29T09:15:31

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: Uns...

Time To Buy Equities, Sell Bonds from 2022-03-29T07:00:33

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 strate...

Indonesia's Recovery In Place from 2022-03-28T09:15:59

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 ...

Is This A Bear Market Rally? from 2022-03-28T07:00:20

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 Glo...

Will The Consumer Sector Recover As We Transition Into Endemicity? from 2022-03-25T09:15:27

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 Inves...

Yields Are Inverting So What's Next? from 2022-03-25T07:00:04

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...

Is The Property Sector Picking Up? from 2022-03-24T09:15:01

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? Lo...

Expect A Kokomo Approach By Central Banks from 2022-03-24T07:00:32

"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 ...

Oil Price Volatility The Present Reality from 2022-03-23T07:00:29

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...

Singapore, A Safe Haven Amidst Increasing Volatility from 2022-03-22T09:15:09

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 Wickramasi...

New Era Of Globalisation from 2022-03-22T07:00:04

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 Chi...

Asean, The Reopening Story from 2022-03-21T09:15:17

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 u...

Be Nimble And Don't Stick To A 60:40 Portfolio Allocation from 2022-03-21T07:00:52

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...

With Policy Changes, Time to Bottom Fish in China? from 2022-03-18T09:15:40

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...

Fed Has Increased Rates, Will BNM Follow Suit? from 2022-03-18T07:00:29

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 Economi...

Risk-Off for Chinese Equities from 2022-03-17T09:15:17

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 pol...

Could Stagflation Be a Worry? from 2022-03-17T07:00:34

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 ...

Is Malaysia a Safe Haven? from 2022-03-16T09:15:31

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 e...

Not Time Yet to Get Back in Chinese Equities from 2022-03-16T07:00:49

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

Revival of Mega Projects a Boon for Constructions Sector from 2022-03-15T09:15:18

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....

Technology Getting Hit But Where Do You Hide? from 2022-03-15T07:00:14

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 Pr...

Airlines Recovery a Balancing Act Between Reopening of Borders and Soaring Oil Prices from 2022-03-14T09:15:26

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 recover...

Markets With Resource Rich Stocks Tend To Do Better from 2022-03-14T07:00:14

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? Kings...

Palm Oil Has Been Rallying to Record High from 2022-03-11T09:15:23

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 ed...

USD200bb Oil, A Possibility? from 2022-03-11T07:00:18

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 oi...

Metals Pedal in Full Throttle from 2022-03-10T09:15:53

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. Wh...

Break From War from 2022-03-10T07:00:38

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 ...

As War Rages, Currencies Take the Hit from 2022-03-09T09:00:23

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...

Volatile is the Name of the Game from 2022-03-09T07:00:19

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 ...

Have We Reached Peak Oil? from 2022-03-08T09:15:58

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

No Peak in Sight Yet from 2022-03-08T07:00:06

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...

How does the Singaporean Economy and Russian Sanctions Tread? from 2022-03-07T09:15:09

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 Sin...

Don't Try to Time the Market from 2022-03-07T07:00:22

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 ...

Impact of Ukraine War on Malaysian Economy from 2022-03-04T09:15:18

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 a...

Stagflation, From Impossible to Possible from 2022-03-04T07:00:05

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 giv...

Time To Pay Attention To Risk from 2022-03-03T09:15:59

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 ...

High Commodity Prices, What Should You Do? from 2022-03-03T07:00:21

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...

In War, Hold Cash and Take Refuge from 2022-03-02T07:15:12

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...

Rate Hikes Likely to Be Incremental, Not Revolutionary from 2022-03-01T07:00:38

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...

Market Effects From Russia's Swift Removal from 2022-02-28T07:00:31

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:...

Buying Opportunities In A Volatile Market from 2022-02-25T07:00:28

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...

Fed Put Gathers Steam As Bears Hit Nasdaq, S&P from 2022-02-24T07:00:22

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 poli...

Getting Punished For No Earnings from 2022-02-23T07:00:47

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 ...

We Are In Bear Territory from 2022-02-22T07:00:46

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...

Cash Is King When Markets Are Volatile from 2022-02-21T07:00:09

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 ...

Bumpy Ride for Hong Kong Amid Omicron Wave from 2022-02-18T07:00:19

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 o...

Rate Hikes in the US and Rate Cuts in China from 2022-02-17T07:00:01

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 Ukra...

Winner Takes All In The Streaming Business? from 2022-02-16T07:00:40

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 vie...

All Bets Are Off If War Breaks Out from 2022-02-15T07:00:50

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 tell...

Is FBMKLCI Reaping Benefits From The Proposed Reopening Of International Borders? from 2022-02-14T09:15:15

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 rel...

Which Greenfield Should We Invest When CPI Runs Wild? from 2022-02-14T07:00:41

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 cred...

Red Hot Inflation Equals Hikes And More Hikes from 2022-02-11T07:00:14

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 Mulhol...

Stocks Off To Roaring Start In Tiger Year from 2022-02-10T07:00:24

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 & Strateg...

Prices Are All Going Up from 2022-02-09T07:00:05

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 ...

Oil Prices Pop Above USD90bbl But Who Wins? from 2022-02-08T09:15:25

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 hol...

US Equities Still A Bull from 2022-02-08T07:00:17

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

Not All Tech Are The Same from 2022-02-07T07:00:51

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.c...

Central Banks Moving In Tandem from 2022-02-04T07:00:13

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 h...

Will The Rally Sustain? from 2022-02-03T07:00:04

Tony Nash from Complete Intelligence helps us understand whether US market's biggest 4 day rally since November can sustain? Image credit: Unsplash.com

Making Sense Of January from 2022-01-31T07:00:23

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: ...

Oil to Hit USD150bbl? from 2022-01-28T07:00:45

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 ...

The Dove is Dead from 2022-01-27T07:00:33

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 di...

Move From Growth To Value from 2022-01-26T07:00:01

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 cred...

Managing Volatility By Putting A Cool Towel Over The Head from 2022-01-25T07:00:29

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.c...

The STI In 2022: Up Or Down? from 2022-01-24T09:15:56

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 Ka...

Growth in a Year of Hikes? from 2022-01-24T07:00:57

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 Varath...

Have Indonesia's Unicorns Lost Their Horns? from 2022-01-21T09:15:44

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 Sta...

Rate Hikes Send Markets Into Freefall from 2022-01-21T07:00:12

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 Economi...

Rubber Gloves Losing Lustre? from 2022-01-20T09:15:40

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...

Tech Crumbles as Spigots Close from 2022-01-20T07:00:42

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

BNM Put In The Spotlight from 2022-01-19T09:15:07

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...

Limited Safe Havens As Markets Go Into A Tailspin from 2022-01-19T07:00:39

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 we...

Ramping Up In 2022 from 2022-01-19T00:30:38

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 t...

Are Banks Still Barometer Of Growth? from 2022-01-17T09:15:02

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 E...

Where To Hide From Volatility? from 2022-01-17T07:00:10

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 ...

In 2022, Go Long CSI 300, Short Nasdaq from 2022-01-14T07:00:42

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...

Will Singapore's STI Outperform Again In 2022? from 2022-01-13T09:15:20

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 ...

Impact Of Inflation On Markets and Interest Rates from 2022-01-13T07:00:23

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 w...

Get Ready For 2-Way Volatility from 2022-01-12T07:00:13

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 whil...

Will KL Plantation Index And CPO Prices Negative Correlation Continue? from 2022-01-11T09:15:46

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 cr...

Keep Buying The Dips from 2022-01-11T07:00:40

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 wh...

Better Year Ahead For The Construction Sector? from 2022-01-10T09:15:49

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 as...

Will We See More'Kokomo Fed'? from 2022-01-10T07:00:10

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. 

When Will The Sun Rise On Property? from 2022-01-07T09:15:30

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 S...

Rate Hikes Are Here; How Will Asia Respond? from 2022-01-07T07:00:02

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

2022 Malaysian Technology Sector Outlook from 2022-01-06T09:15:51

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 t...

Expectations Of Higher Rate Are Crushing Markets from 2022-01-06T07:00:40

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, accor...

Price Earnings, The Valuation You Can't Ignore In 2022 from 2022-01-05T07:00:41

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 cr...

Is It Time For The Aviation Sector To Fly? from 2022-01-04T09:15:15

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 ...

The January Rally Is Here from 2022-01-04T07:00:45

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 Tr...

Thematic Investing Is Still Key from 2022-01-03T09:15:18

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...

It's Time For Emerging Markets To Shine from 2022-01-03T07:00:18

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 ...

Make Hay While The Sun Shines from 2021-12-30T07:00:16

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 answe...

The Signs Are Pointing To A Better 2022 from 2021-12-29T07:00:14

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 adopt...

No News Is Good News, So Party On! from 2021-12-28T07:00:40

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 ma...

2022, A Better Year For FBMKLCI? from 2021-12-27T09:15:20

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 sti...

Lasting Buoyant US Recovery from 2021-12-27T07:00:25

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...

Will Floods Impact Consumer Stocks? from 2021-12-24T09:15:03

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 imp...

Impact Of PBOC (China's Loose Monetary Policy) from 2021-12-24T07:00

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

Singapore Markets Response To Tighter Border Restrictions from 2021-12-23T07:00:41

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 an...

Keep Calm And Keep Investing from 2021-12-22T09:15:44

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. Im...

In 2022, Just Buy the Dips Again from 2021-12-22T07:00:04

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: Unspla...

Joe Stopping Joe's Plans from 2021-12-21T07:00:33

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...

Japan: Will Sun Rise Higher In 2022? from 2021-12-20T09:15:14

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 equit...

US Equities Rally At The Tail End? from 2021-12-20T07:00:56

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.

REIT And Retail Sector Outlook 2022 from 2021-12-17T09:15:33

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.c...

Can The Market Make Up Its Mind? from 2021-12-17T07:00:49

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 ...

2022 Auto Sector Outlook from 2021-12-16T09:15:06

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....

Inflation, The New Obsession At The Fed from 2021-12-16T07:00:06

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 ...

No Correlation To CPO Prices from 2021-12-15T09:15:21

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

Risk Off As Central Banks Tighten Their Screws from 2021-12-15T07:00:10

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 bank...

Divergence In Central Banks from 2021-12-14T07:00:06

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: Pexe...

Will The Fed Accelerate Tapering And Move Forward Rate Hikes? from 2021-12-13T07:00:13

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.

Image credit: U...

Inflation Still A Market Wobbler from 2021-12-10T07:00:07

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.

Im...

Why Asia Lags The US Markets from 2021-12-09T07:00:49

Lee Kian Soon, CEO of Astral Asset Management in Singapore, explains Asia's laggard markets in relation US. Image credit: Unsplash.com

2022, A Better Year For Banks from 2021-12-08T09:15

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...

Stay Invested from 2021-12-08T07:00

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 investm...

Cryptocurrencies, What A Wild Ride from 2021-12-07T09:15

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 Si...

For The FED, 98% Communication, 2% Action from 2021-12-07T07:00

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.

FBMKLCI Caught In A Time Warp from 2021-12-06T09:15

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 shoul...

Keep Your Powder Dry Till 1Q2022 from 2021-12-06T07:00

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. Imag...

Be Warned: High Prices Are Here To Stay from 2021-12-02T07:00

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

A Volatile December from 2021-12-01T07:00

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 Mark...

Oil Is A Political Commodity from 2021-11-30T07:00

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...

Omicron Having An Ominous Impact On Markets? from 2021-11-29T07:00

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 cre...

Faster Taper, Earlier Rate Hikes? Bad Idea. from 2021-11-26T07:00

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,...

Bottlenecks To Ease With Xmas Coming? from 2021-11-25T07:00

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 tigh...

Staying A Tech Bull from 2021-11-24T07:00

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...

Buy Quality For A Good Night's Sleep from 2021-11-23T07:00

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 t...

Own Both Growth&Cyclicals from 2021-11-22T07:00

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 weighi...

Who Will Be The Next Fed Chair? from 2021-11-19T07:05

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.

Why Malaysian Market Returns Lag America from 2021-11-18T07:05

Malaysia joins other emerging Asian nations whose returns are badly lagging their US counterparts.
Danny Wong, CEO, Areca Capital, explains why.

Image credit: Pixabay

All Systems Go For The STI from 2021-11-17T09:15

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...

Looking at the Brighter Side from 2021-11-17T07:05

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 directi...

Markets Directionless For The Moment from 2021-11-16T07:05

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 ...

India's Full Ambitions Might Fall Short from 2021-11-15T07:05

India's has ambitious plans to internationalize its fixed income market and also start a privatization program for its infrastructure assets. But will t...

China's Economy At Crossroads from 2021-11-12T07:00

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 p...

Bonds, Often Unloved And Misunderstood from 2021-11-11T09:15

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 c...

Bottom Up is the Strategy from 2021-11-11T07:35

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 ...

Inflation Turning Bulls Into Bears from 2021-11-10T07:00

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 bet...

Inflation in a Feedback Loop from 2021-11-09T07:05

US equity markets hit new highs again but will this rally continue with inflationary pressures? Michael Lai, Executive Director of OCBC Bank Malaysia te...

O&G Stocks, Worth A Relook Now? from 2021-11-08T09:15

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...

Accommodative Rates Fueling The Bull Run from 2021-11-08T07:05

US markets continue to rally despite tapering fears and slowing growth in China. Kingsley Jones, Chief Investment Officer at Jevons Global gives us the ...

US Melt-Up Continues Despite Taper Fears from 2021-11-05T07:05

US markets continue to melt up despite taper shocks, supply chain shortages and the prospect of higher rates. Tim Mulholland, President, TJM Limited, Ch...

Budget 2022: Property & Construction Outlook from 2021-11-03T09:15

Loong Chee Wei, Senior Associate Director at Affin Hwang Capital answers whether initiatives in Budget 2022 for instance the RM1.5 billion on housing pr...

Asean Is The Place To Be But Choose Wisely from 2021-11-03T07:05

ASEAN equity markets have been inching up except for Malaysia. However what are the money making ideas in the region? Jeffrey Halley, Senior Analyst fro...

Budget 2022: EV Market And Its Beneficiaries from 2021-11-02T09:15

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 wi...

Small Is Beautiful from 2021-11-02T07:05

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 Qu...

Budget 2022: Gamechanger For Malaysian Equities? from 2021-11-01T09:15

With the largest expenditure in history, Jeremy Goh, Head of Research at Hong Leong Investment Bank dissects market performance, identifies winners and ...

Trifecta of Negative Factors Shaking Markets from 2021-11-01T07:05

China's slowdown is worse than expected with PMI going below 50 for the 2nd time whilst inflation continues to be a worry globally due to supply shocks....

It's All About Inflation from 2021-10-29T07:05

Major central banks are paying close attention to inflation as they tweak their respective monetary policies without suffocating the first shoots of gro...

Getting Ready For The Rough Ride from 2021-10-28T07:05

US equity markets continue to hit new highs but is this place to put your money in 2022? Shane Oliver, Chief Economist and Head of Investment Strategy a...

China's Pain is Japan's Gain from 2021-10-27T09:05

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 o...

HSI Will Play Catch Up In 2022 from 2021-10-26T09:15

The Hong Kong equities market has been in the doldrums as its fortunes are tied closely to China. Worries over policy uncertainty, the unfolding Evergra...

Equities Is Still King from 2021-10-26T07:05

Corporate results are in earnest and so far so good but will tech continue to be the leader of the pack? Joe Quinlan, Chief Market Strategist at US Trus...

Getting Foreigners To Love Us Again from 2021-10-25T09:15

Bursa Malaysia is not the most unloved market in Asia but still languishing in negative territory. What will it take for foreign shareholding to rise? I...

Not All Tech is the Same from 2021-10-25T07:05

This week sees the release of big tech results but which will outperform? Kingsley Jones, Chief Investment Officer at Jevons Global gives us his views o...

Watch US Bond Yields For Market Direction from 2021-10-22T07:00

Equity market valuations are stretched and caution needs to be exercised with benchmark US bond yields a good monitoring barometer, says Tim Mulholland,...

Telco Sector Outlook With JENDELA from 2021-10-21T09:15

With the sun setting on 3G networks and the rise of 5G, Jeffrey Tan from RHB Investment Bank explains how telcos will perform in a time where internet c...

Risk-On Back In Vogue As Chip, Supply Chain Concerns Fade from 2021-10-21T07:00

Concerns over chip shortages, shipping gridlocks and inflation are dissipating as markets price in these obstacles while vaccinations and booster shots ...

CPO Prices Flying High from 2021-10-20T09:15

Palm oil prices have been on a bullish trend like all other commodities. Ong Chee Ting, Regional Plantation Analyst from Maybank Investment Bank tells u...

Indonesia, Time To Check In from 2021-10-20T07:00

The Indonesian economy is in a sweet spot with a covid infection rates down while commoditiy prices are on a tear. Jeffrey Halley, Senior Market Analyst...

Travel Recovery In The Cards? from 2021-10-18T09:15

James Teo, Transport & Logistics analyst from Bloomberg gives us a sense on whether airline stocks are worth investing now after more than a year of...

It's A Somber Time To Be An Economist from 2021-10-18T07:00

With higher inflation, rising energy costs and the end of the cheap money, what does this mean for Asian economies? Vishnu Varathan, Head of Economics &...

Profits Despite Preemptive Currency Move from 2021-10-15T09:15

Singapore may have unexpectedly hiked its currency band but its banks and exporters are still profiting, according to Geoff Howie, Market Strategist of ...

Rising Prices, Mounting Concerns from 2021-10-15T07:00

Inflationary concerns are sending shockwaves through markets with policymakers scrambling. Carlos Casanova, Senior Economist at UBP discusses.

<...

Inflation Stares Down A Reflating US Economy from 2021-10-14T07:00

Disruptions in the global supply chain and rising prices are the focal point for financial markets this week even as the US economy reflates. Tony Nash,...

JCI Playing Catch Up In 2022 from 2021-10-13T09:15

Indonesia just like the rest of ASEAN has been affected by the Covid-19 pandemic with exceptionally high cases. However, with vaccinat...

Rely On Good Old Dirty Energy from 2021-10-13T07:00

Apple just cut its production forecast for its iPhone due to chip shortages. What are the repercussions of this and will it affect other consumer electr...

2022 Is Going To Be Better, Hopefully from 2021-10-12T09:15

Malaysian equity markets have been impacted by the glove sector in 2021 but will 2022 see better performance for the FBMKLCI? Alexander Chia, Regional H...

Quinlan: The Fed Is Dead Wrong On Inflation from 2021-10-12T07:00

As inflation rears its head in developed economies, market commentator Joe Quinlan weighs in on whether investors should be concerned about the threat o...

Opportunities In Plant-Based Diet Market from 2021-10-11T09:15

Syifaa’ Mahsuri Ismail from Hong Leong Investment Bank shares with us the future of the plant-based diet market in Malaysia and how it translates ...

Markets At Crossroads Again from 2021-10-11T07:00

US Jobs data disappoints, Goldman Sachs cuts GDP growth and, inflation is not transitory. What does one do in a market like this? Kingsley Jones, Chief ...

US Jobs Report To Guide Market Direction from 2021-10-08T07:00

Despite the extension of the US debt ceiling, the markets are turning cautious, with the US jobs report the next data marker that guides markets. <...

Rosy Outlook For The Oil & Gas Sector? from 2021-10-07T09:15

Steven Chan from Kenanga Investment Bank dives into the oil & gas industry, as there has been an upside catalyst for counters in Malaysia but are th...

US Debt Ceiling Woes Addressed: What’s Next? from 2021-10-07T07:00

Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, explores America’s escape from debt ceiling disaster, even as the energy crunch an...

Tech Stocks Under Significant Pressure from 2021-10-06T07:00

Tech carnage, as well as rising oil and gas prices continue to worry investors. We turn to Jeffrey Halley for counsel on how we should relook our portfo...

Big Tech Meltdown, What Do You Do? from 2021-10-05T07:00

Nasdaq is down more than 2%. Are investors using an excuse to take money off the table and is this a buying opportunity for us. Joe Quinlan, Chief Marke...

Hoping For A Better Q4 And 2022 from 2021-10-04T09:15

Simon Lim from Hong Leong Asset Management advises how we should manage our portfolios after a challenging 2021, as we ask him if the worst is really tr...

2022 Will Be Better from 2021-10-04T07:00

2021 was supposed to be the year of recovery with vaccine optimism but the Delta variant showed otherwise. Will 2022 be a repeat and disappoint or will ...

High Energy Prices Here To Stay For The Moment from 2021-10-01T07:00

Oil, natural gas, and even coal prices have been inching higher on the back of improving demand while supply has been crimped by inventory disruptions. ...

When September Ends from 2021-09-30T07:00

September has been a cruel month for US markets with a confluence of factors from inflation fears, high bond yields and weaker economic data. Song Seng ...

Don't Give Up On The Bull Yet from 2021-09-29T07:00

US markets had the sharpest correction since March due to a confluence of factors from rising bond yields, high oil prices, and Washington questioning t...

Conventional Vs. Digital, Which Banks Will Win In Malaysia? from 2021-09-28T09:15

Bank Negara Malaysia will announce the 5 digital banks in the 1st quarter of 2022. It's a very crowded race with 29 applicants but what does this mean f...

Oil To USD 100? from 2021-09-28T07:00

We speak to Joe Quinlan about opportunities in the US equity markets and his perspective on oil as Brent crude hit its highest level since October 2018....

Eurozone Refocus from 2021-09-27T07:00

Kingsley Jones helps us identify the opportunities in the Eurozone as Eurozone markets have been the quiet achiever this year as well as get his views o...

Despite Evergrande Woes, Stocks Snap Down Streak from 2021-09-24T07:00

Both the S&P and Dow snapped their respective four-day losing streaks thanks to the Fed not making any any surprising moves following its two-day me...

Malaysian Bonds Still Good Value, Despite Fed Taper from 2021-09-23T09:15

Unlike the Malaysian equity market, the debt market remains in vogue with foreign investors. In fact, foreign investors hold around 40% or RM192 billion...

Taper Set For Nov, Fed Transmits from 2021-09-23T07:00

Financial markets have responded, with some equanimity, Fed commentary that asset tapering is to begin in November, with rates set to rise in 2022.

Of Evergrande, Tapering, Natural Gas Prices from 2021-09-22T07:00

Jeffrey Halley, Senior Market Analyst, OANDA discusses why US markets were whipsawing between positive and negative territory yesterday, and the more co...

September’s Market Swoon Is A Buying Opportunity from 2021-09-21T07:00

With China’s policy revamps and Evergrande debt concerns, not to mention a stuttering global economy, markets are unsurprisingly jittery, but it&r...

Consumer Sector Outlook, Post-Earnings Releases from 2021-09-20T09:15

Syifaa’ Mahsuri Ismail, Equity Research Analyst from Hong Leong Investment Bank, discusses the strength -- or not -- of public-listed consumer sto...

Slowing China, Evergrande Default, And Fed Taper Talk from 2021-09-20T07:00

Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, takes a look at the two most-pressing events gripping financial markets this week: a slo...

China In A Soft Spot from 2021-09-17T07:00

Macroeconomic data from China has been uneven pointing to slower growth especially domestic consumption. Will the debt crisis by the world's most indebt...

Finding the Gems In East Malaysia from 2021-09-15T09:15

East Malaysian stocks are often overlooked but are there perhaps companies that will see robust earnings growth? Lester Siew, equity analyst from RHB In...

Protecting The Capital Market, China Style from 2021-09-15T07:00

There are rumours that Beijing is looking to break up Alipay. We ask Jack Kouzi, Director for Strategy, VFS Group, why and how will it change Ant’...

Not A Dead Cat Bounce from 2021-09-14T07:00

US markets snapped back after a five days losing streak. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us why and...

Palm Oil Prices Not Correlated With Share Price from 2021-09-13T09:15

We speak to Alvin Tai, Bloomberg's Soft Commodities Analyst on the outlook of agriculture crops and what are the short term and long term challenges and...

Chips Are Hot, Regardless Where from 2021-09-13T07:00

Markets have taken a breather as delta variant crimps global growth. But one sector that remains in vogue is technology especially chip manufacturing wh...

BNM Leaves Rates Unchanged -- Again from 2021-09-10T09:15

BNM has left interest rates unchanged in its seventh-straight meeting, but with the economy faltering thanks to the Delta variant, is there a case for d...

FAANGs At Nosebleed Levels Thanks To Record Dollar Printing from 2021-09-10T07:00

ASEAN is gaining investor interest even as US mega-tech stocks gain to uncomfortable levels in the midst of record money printing, says Tim Mulholland, ...

Two-Phased Recovery In South East Asia from 2021-09-09T07:00

Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank gives us his take on recent US jobs numbers, ECB's likely policy decision, and how he e...

Malaysia Q2 Earnings Wrap And A Forward View from 2021-09-08T09:15

Malaysian company earnings might have been a tad downbeat, but the key questions remains the forward outlook.

Anand Pathmakanthan, Head...

Might FOMO Be Behind Japan's Stocks Rally? from 2021-09-08T07:00

Japan's stocks are surging, China's US-listed stocks resurgence could be a flash in the pan, while El Salvador's Bitcoin experiment might remain exactly...

As America Expands, Asia Needs to Catch Up from 2021-09-07T07:00

America is recovering fast but Asia is a bottleneck, which needs to be resolved soon, says Joe Quinlan, Chief Market Strategist, US Trust-BOA Private We...

Foreign Interest Back In Malaysia from 2021-09-06T09:15

With the twin headwinds of political uncertainty and the pandemic shrinking, foreign interest seems seems to be returning to Malaysia, says Danny Wong, ...

Tech Stocks Becoming Defensive from 2021-09-06T07:00

Share prices of US tech companies continue to soar. Why are they still a favourite? Jack Kouzi, Director for Strategy at VFS Group discusses.

Listen

Headwinds Facing China's Economy from 2021-09-03T07:00

China’s Manufacturing PMI figures for August hint that economic growth might be slowing down on the Mainland. We ask Carlos Casanova, Senior Econo...

Blame the Hot Money from 2021-09-02T07:00

US markets continue their bullish trend. We ask Tony Nash, CEO of Complete Intelligence if this is due to better than expected corporate earnings in the...

Has China Tech Reached Its Bottom? from 2021-09-01T07:00

Jack Kouzi explains why China tech has reached its bottom as the recent regulatory crackdown has sent China tech stocks to new lows.

Im...

M&A's Are Driven By Cheap Money from 2021-08-30T07:00

With ultra low interest rates, M&A deals are abundant even in Australia despite the lock downs and emergence of the Delta variant.

...

Anticipating Sooner Than Expected Tapering? from 2021-08-27T07:00

The Morning Run speaks to Tim Mulholland, President, TJM Limited, Chicago on whether he prefers Chinese consumer stocks over tech, and how will median h...

Markets To Stay Frothy On Stimulus Hopes from 2021-08-26T07:00

Vishnu Varathan of Mizuho Bank discusses Jerome Powell’s likely remarks about the Fed’s taper program at the upcoming Jackson Hole symposium...

China, No. 2 Global Economy, Cannot Be Ignored from 2021-08-25T07:00

After weeks of selldowns, investors ask, 'is China no longer investible?'. For Jack Kouzi, Director for Strategy for VFS Group in Sydney, the answer is ...

Markets At New Highs On Cooling Taper Talk from 2021-08-24T07:00

Song Seng Wun, Economist with CIMB Private Banking in Singapore, discusses the region’s market outlook in the context of market-friendly Fed comme...

Timely Tapering In The US from 2021-08-20T07:00

Carlos Casanova unpacks the latest FOMC minutes that indicate that the Fed seems divided on the timing of tapering, the impact of inflationary pressures...

Don't Write Off Malaysia Yet from 2021-08-19T07:00

Despite the country being in various stages of lockdowns, the economy and market may surprise on the upside towards year-end. Michael Lai, Executive Dir...

Cherry Picking Chinese Tech from 2021-08-18T07:00

VFS Group's Jack Kouzi has been buying select China tech stocks following weeks of declines due to govt regulatory clampdowns. We also ask him about App...

How The 2Ps Affect Malaysian Equities from 2021-08-17T09:15

The two Ps - politics and pandemic - are expected to dominate newsflow and market sentiment this week, so how should investors strategize their asset al...

Consumer Sentiment Will Dampen Outlook from 2021-08-17T07:00

Tony Nash shares the implication on markets as a result of the double whammy of weakening consumption sentiment in both US and China. He also explains h...

Finding Gems In The Transportation Sector from 2021-08-16T09:15

All things related to travel have been badly hit by Covid-19 with movement severely curtailed. But are there gems to be found and is it time to bottom f...

Asia Is Where The Growth Is from 2021-08-16T07:00

Southeast Asian stocks, with the exception of Singapore, appears mired in a holding pattern but longer-term, remain a major engine of growth for the glo...

Will Investors Return To Chinese Stocks Anytime Soon? from 2021-08-13T07:00

As the NASDAQ Golden Dragon China fund fell a whopping 22% in July, we ask Tim Mullholand, President, TJM Limited, Chicago if investors will return to C...

Political Uncertainty Weighs On Malaysian Economy Outlook from 2021-08-12T07:00

The US Consumer Price Index rose 5.4% in July, reaching a 13-year high. How will this play into the timeline for the Fed to taper stimulus? Vishnu Varat...

Inflation Expectations, Gold Flash Crash, And Ringgit Outlook from 2021-08-11T07:00

With the flash crash in gold prices, silver and nickel price levels are also falling, we ask Song Seng Wun, Economist, CIMB Private Banking what is caus...

Stimulus Pullback Pressure After God Jobs Numbers? from 2021-08-09T07:00

The S&P 500 nailed record highs after U.S job numbers ran past market estimates. Does this increase expectations that the Fed will initiate a pullba...

Delta, China Clampdowns, The Latest Market Headwinds from 2021-08-06T07:00

Markets have been roiled by China's attempts to stem the impact on its growth due to high housing, education and healthcare costs, even as the Delta var...

US Complete Lockdowns Unlikely from 2021-08-05T07:00

Will rising covid 19 cases in the US derail economic recovery? Tony Nash, CEO of Complete Intelligence gives us his views whilst weighing in the recent ...

China Clampdown Causes Investor Soul-Searching from 2021-08-04T07:00

Sweeping regulatory clampdowns in China has spooked investors even as US corporate earnings continue to surprise on the upside. Tech permabull...

Onward And Upwards from 2021-08-03T07:00

US GDP growth will continue to trend above average whilst earnings season was in line with expectations but yet markets appear to be at crossroads. We a...

Keep A Margin Of Safety from 2021-08-02T07:00

With China's sudden change in policy impacting technology, ride-hailing and even online education, equity markets in China and Hong Kong took a dive las...

FAANGs, Robinhood, And Cancelled Chinese IPOs from 2021-07-30T07:00

U.S Big Tech released blockbuster results with a mixed outlook, Robinhood’s debut disappointed, Chinese regulators have come out to calm the marke...

Tapering, Turmoil, And The Currency Tango from 2021-07-29T07:00

Between Fed decisions, China regulation, and of course a global pandemic, how are emerging market currencies faring against the US dollar? We ask Vishnu...

Sectors To Watch In The Singapore Market? from 2021-07-28T09:15

Singapore’s key benchmark index, the Straits Times Index, is one of the region's top performers year-to-date in 2021 with a year-to-date return of...

Time To Pick Up Chinese Tech Equities? from 2021-07-28T09:00

Chinese tech equities were hammered in the last two days on the back of policy change on education companies. Is it time to buy or exit Chinese stocks, ...

Is Bitcoin The Digital Dutch Tulip? from 2021-07-28T07:00

Stellar earnings reports have rolled in for US big tech names Apple, Alphabet, and Microsoft- but the market remained unimpressed. We speak to Jeffrey H...

China Tech: Time To Buy The (Very Large) Dip? from 2021-07-27T07:00

Nearly 90% of S&P 500 companies reporting quarterly results beat estimates from the Street. What propelled these earnings and can this momentum cont...

How Long Will Semiconductor Shortage Last? from 2021-07-26T07:00

Retail, Transport, and Construction have been the hardest hit sectors in Asia due to the pandemic, The Morning Run dives into which will recover first w...

Looking To The Fed For Direction from 2021-07-23T09:15

Bond markets have been volatile and the correlation between yields and inflation appears distorted. Edward Toh, Chief Investment Officer of Areca Capita...

Greenback Strength Explained from 2021-07-23T07:00

Recently emerging market currencies in Asia have depreciated against the US dollar. Carlos Casanova, Senior Economist at UBP explains why despite the tw...

Awash With Cash And Jay Powell's Continuation, Markets Look Up from 2021-07-22T07:00

Tony Nash, CEO of Complete Intelligence, explains where markets are headed in the context of rumors that dovish Fed chief Jerome Powell might stay a sec...

Netflix Cools On Earnings While Robinhood Files For IPO from 2021-07-21T07:00

It's earnings season, but amidst a return in investor appetite to risky assets like equities, Netflix's latest earnings have disappointed some quarters....

Will GDP Surpass Expectations? from 2021-07-19T09:15

Finance Minister has suggested that Malaysia's GDP will be in the range of 4% due to the extended lockdowns. But could the Malaysian economy surprise on...

Markets At Crossroads from 2021-07-19T07:00

US equity markets are taking a breather while bonds are rallying despite the inflationary outlook. Kingsley Jones, Chief Investment Officer at Jevons Gl...

China Regulatory Risk A Dampener On Investor Appetite? from 2021-07-16T07:00

As China looks like it may continue tightening regulatory scrutiny on its homegrown tech giants, how can investors weigh that risk against any potential...

US Inflation Is Still Transitory? from 2021-07-15T07:00

Following up from Jerome Powell Fed chairman reports on his monetary policy outlook, we spoke to Vishnu Varathan, Head of Economics & Strategy at Mi...

Chinese Stocks: Buying Opportunities On The Hang Seng? from 2021-07-14T09:15

Hong Kong stocks rose for a third day yesterday as technology companies staged the biggest rebound in three weeks, but the Hang Seng index is still far ...

Markets Unimpressed With Start To Earnings Season? from 2021-07-14T07:00

Earnings season has kicked off in the US with some of its biggest banks leading the way. We ask Jeffrey Halley, Senior Market Analyst from OANDA why the...

Wall Street Going Heavy Into China from 2021-07-13T07:00

U.S Financial stocks will kick off this week’s earning season, how well did the sector perform going into earnings season? The Morning Run speaks ...

China-US Decoupling Moves To IPOs And Capital Markets from 2021-07-12T07:00

U.S equities seem unstoppable, with all the major indices hitting new highs on Friday. Does this upward trajectory have legs to keep going? The Morning ...

2 Way Volatility Is Here from 2021-07-09T07:00

The risk-off trade is back with US 10 Year Treasury Yields dropping to 1.29%. But is this the end of the market rally and should we be more worried abou...

Kenanga Projecting Q4 Rebound from 2021-07-08T09:15

Why has the Malaysian equities market been one of the worst-performing in the region to date, and will fortunes change in the second half of the year? K...

Manage Your Expectations, Valuations Are Stretched from 2021-07-08T07:00

US Equity Markets hit an all time high but is there still legs to this rally? Tony Nash, CEO, Complete Intelligence tell us.

China Clamps Down: Do Or Die For DiDi? from 2021-07-07T07:00

Chinese regulators continue to crack down on DiDi and other companies, we ask Jack Kouzi, Director for Strategy of VFS Group on whether the risk is wort...

Oil Prices Jump As UAE And Saudis Clash from 2021-07-06T07:00

A mounting conflict within OPEC+ between the UAE and Saudi Arabia is sending oil prices north, yielding serious global repercussions for inflation and h...

Keeping To 4.6% GDP For Now from 2021-07-05T09:15

With an EMCO imposed in Selangor and parts of KL, will this have an impact on the Malaysian economy since both contribute disproportionately to the GDP?...

Oil Impasse, Didi Clampdown Rules Markets This Week from 2021-07-05T07:00

Oil's rise has highlighted the brewing spat between the UAE and Saudi Arabia, while China's clampdown on Didi Chuxing further magnifies regulatory risks...

Didi IPO, US Energy Stocks, And OPEC+ Expectations from 2021-07-02T07:00

The S&P 500 rose overnight and hit another record high as Wall Street kicked off the second half of 2021 on a positive note with energy stocks leadi...

USD Strengthening vs Asia's Recovery from 2021-07-01T07:00

Are regional markets entering a new phase of risk aversion? The Morning Run gets into this with Vishnu Varathan, Head of Economics & Strategy with M...

2 Malaysian Bank Stocks To Watch from 2021-06-30T09:15

The PEMULIH package includes an opt-in automatic moratorium, how will this initiative impact banking sector earnings? The Morning Run speaks to Liew Wai...

Malaysian Ringgit Under Selling Pressure? from 2021-06-30T07:00

US Dollar strengthening, gold weakness, Indonesia Rupiah outlook, currency selling pressure in the region. The Morning Run gets into all this with Jeffr...

PEMULIH And The Malaysian Market from 2021-06-29T09:15

The FBMKLCI dropped to an 8 month low as uncertainties grow over the extended lockdown and the impact it will have on the economy. Is the recently annou...

US Banks, Big Tech, And IPOs from 2021-06-29T07:00

Morgan Stanley doubled its dividend payment, more IPOs on the horizon including high-profile ones from China with Didi and Dingdong, and should growth s...

U.S Equity Rally Sustainability And China Slowing Credit Growth from 2021-06-28T07:00

The S&P 500 managed to power to another record high on Friday. The Morning Run speaks to Bernard Aw, APAC Economist with Coface, about the macroecon...

US Oil, Banks, Transport Sectors Cheer Thanks To Biden from 2021-06-25T07:00

An already recovering America has been boosted by the approval of Joe Biden's infrastructure plan and the passing with flying colours of the health of t...

Inflation, Just Transitory Not Hyper from 2021-06-24T07:00

Fed Chair, Jerome Powell reassures markets that the US is not facing hyperinflation. However, there have been price increases of key commodities. Will t...

Microsoft And Grab: Two For The Ages? from 2021-06-23T07:00

Jack Kouzi, Director for Strategy, VFS Group, discusses Microsoft’s hitting the $2 trillion mark in its market cap and fields questions on ASEAN&r...

Axiata And Digi, BFFs For Life from 2021-06-22T09:15

Yesterday, Axiata Group, Telenor Asia and Digi.com signed transaction agreements for the proposed merger of Celcom Axiata and Digi. What changes will th...

Taper Tantrum Pullback Provides Buying Opportunities from 2021-06-22T07:00

US equities and markets appear to be divided between those who are nervous about the impending Fed rate hikes, whilst some are positive with the infrast...

Top Consumer Stock Picks Despite Lockdown from 2021-06-21T09:15

Syifaa Mahsuri Ismail, Equity Research Analyst from Hong Leong Investment Bank discusses the impact of MCO 3.0 on the normally resilient consumer sector...

Boomtown For Economy Down Under from 2021-06-21T07:00

Global markets have pulled back following the Fed’s recent signals for a rate hike in 2023. We discuss the reaction with Kingsley Jones of Jevons ...

Favouring Financials For Buybacks And Dividends from 2021-06-18T07:00

Tim Mulholland, President of TJM Limited in Chicago discusses his reactions to the Fed’s hawkish statement, and if it changes his investment strat...

Reopening The Economy Is Key from 2021-06-17T09:15

Firdaos Rosli, Head of Economic Research at Malaysian Rating Corporation (MARC) discusses his revised GDP forecast, how much fiscal headroom does the go...

2 Fed Rate Cuts In 2023, But What About Tapering? from 2021-06-17T07:00

At last night’s FOMC meeting, the US Federal Reserve brought forward rate hikes with 2 rate increases by 2023. What is the implication here? The M...

All Roads Lead To The FOMC from 2021-06-16T07:00

With all eyes on the Fed's FOMC meeting, The Morning Run speaks to Jeffrey Halley, Senior Market Analyst of OANDA, for his thoughts on markets in the sh...

As Tech Comes Back, Don't Sell The Cyclicals Yet from 2021-06-15T07:00

As the S&P 500 hit another record high on the back of a boost in tech, Joe Quinlan, Chief Market Strategist with the US Trust-BOA Private Wealth Man...

Chinese Economic Recovery: Solid Or Shaky? from 2021-06-14T07:00

FOMC expectations, China's industrial production and retail sales, Singapore's exports, the Thai Baht and Ringgit strengthening, and the MCO impact on M...

US Markets Touch Records As They Ask, 'Inflation? What Inflation?' from 2021-06-11T07:00

Financial markets have largely dismissed blowout US inflation data, postponing taper talk at the Fed even as global bank regulators at the Basel Committ...

Are Meme Stocks Just Relying On Momentum? from 2021-06-10T07:00

We ask Tony Nash, CEO, Complete Intelligence on his opinions of meme stocks and what might the Fed do? We also talk about oil prices and inflation in Ch...

Does STI Still Have Legs? from 2021-06-09T09:15

The Singapore equity market has outperformed in the region on a year-to-date basis but has the easy money been made? Geoff Howie, Market Strategist at S...

Asia Rangebound As Covid Catalysts Awaited from 2021-06-09T07:00

Asian markets remain rangebound as they wait for fresh developments on the vaccine and Covid front, though in the meantime, oil is a recovery beneficiar...

Tale Of Two Halves In The Healthcare Sector from 2021-06-08T09:15

Not all healthcare stocks benefited from the Covid 19 pandemic. Gan Huan Wen, Healthcare and Glove Analyst at Hong Leong Investment Bank tells us which ...

No Big Deal For 15% G7 Tax Plan from 2021-06-08T07:00

Will big tech companies be impacted by the G7 minimum global corporate tax of 15%? Jack Kouzi, Director of Strategy at VFS Group in Sydney tells us whil...

Is There Appetite For ESG Investments In Malaysia? from 2021-06-04T09:15

As communities place more emphasis on preserving our environment, environmental, social, and governance (ESG) investments have become increasingly mains...

Bill Ackman's SPAC Deal, Meme Stocks Rise, And Tesla Drops from 2021-06-04T07:00

The meme stock rally is back, Tesla's shares took a hit, and oil and energy are on the rise. On top of that CNBC has reported that billionaire investor ...

Size Matters: China Can Close Borders And Still Grow? from 2021-06-03T07:00

Fed tapering, US and Taiwan manufacturing, India and China GDPs, and Malaysia's economic outlook; the Morning Run gets into all this with Vishnu Varatha...

Stocks To Watch: Malaysian Construction And Property Players from 2021-06-02T09:15

With a lockdown in place, we speak to Loong Chee Wei, Senior Associate Director at Affin Hwang Capital, on the possible impact to the construction and p...

China Debt Red Flags? from 2021-06-02T07:00

The OECD has upgraded its global economic GDP forecast from 5.6% to 5.8% in 2021, we ask Bernard Aw, Asia-Pacific Economist at Coface, whether this is a...

How Will Pemerkasa+ Impact Malaysia Bonds And Ringgit? from 2021-06-01T07:00

On today's world market watch The Morning Run speaks to Song Seng Wun, economist with CIMB Private Banking, about Asian markets decoupling from the US, ...

Total Lockdown: Buy The Dip In Malaysian Markets? from 2021-05-31T09:15

Banks, REITs, utilities, and glovemakers, the Morning Run speaks to Jeremy Goh of Hong Leong Investment Bank, on the implications of the lockdowns on th...

Big Tech Is The Place To Be? from 2021-05-31T07:00

What impact will inflationary expectations and treasury yields have on Big Tech’s growth prospects? The Morning Run speaks to Jack Kouzi, Director...

America's Spending Plans And Asia's Covid-Thwarted Growth: UBP's Casanova from 2021-05-28T07:00

Carlos Casanova, HK-based Senior Economist at UBP, reflects on President Biden's proposed $6 trillion spending plan and whether Asia-Pacific growth mome...

Investors Pause To Ponder As Markets Near Records And Prices Rise from 2021-05-27T07:00

This week in markets it's all about the rising spectre of inflation in the US, and how it informs and shapes the markets, especially in the context of j...

Buy Quality On Dips from 2021-05-25T07:00

US markets closed in the green after a volatile week. We ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management if this is a...

Will Cryptos, Inflation Or Earnings Move Markets This Week? from 2021-05-24T07:00

Kingsley Jones, Chief Investment Officer, Jevons Global give us a sense of how cyclicals could be a potential beneficiary with the downward pressure on ...

What's Next For Crude Oil, Gold, And Cryptos? from 2021-05-21T07:00

As US and other markets decouple in terms of recovery trajectories, should investors adjust their portfolio? We also speak to Tony Nash, CEO of Complete...

Disney+ Positive For Astro? from 2021-05-20T09:15

With Astro appointed as the official distributor of DIsney+ Hotstar in Malaysia, will this benefit Astro in the long term? We ask Pritika Modhgil, Equit...

Oil Prices, Inflation, and ASEAN's Economic Recovery from 2021-05-20T07:00

Is economic recovery from the pandemic by end 2021 too optimistic and how will oil prices affect global inflation? On world market watch today, we ask V...

Will Gold Prices Continue To Rise As Bitcoin Falls? from 2021-05-19T07:00

Markets in the red, is the equity “buy everything rally” done? The Morning Run asks Jeffrey Halley, Senior Market Analyst with OANDA. They a...

Is The Crypto Frenzy The New Dot-com Bubble? from 2021-05-18T07:00

Crypto aside, The Morning Run also speaks to Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, about consolidation followi...

CPO Prices And Plantation Players To Watch from 2021-05-17T09:15

Crude palm oil prices recently broke past a record RM4500 per tonne. What is driving this, is this level sustainable and are there plantations stocks to...

Good Time To Take Money Off The Table? from 2021-05-17T07:00

With volatility slowly making its way back to global markets, would this be a good time to take some money off the table and go long on cash? The Mornin...

On Latest Rout In Growth Stocks, Tech Permabull Kouzi Says, 'Buy Dips' from 2021-05-12T07:00

The rout in tech stocks is gathering momentum, having expanded into Chinese megatech stocks. Tech permabull Jack Kouzi, Director for Strategy, VFS Group...

Prices May Rise But Apple Is Always A Buy from 2021-05-11T07:00

Inflation is on the rise and will remain so through 2022, though opportunities to reposition to cyclical sectors remain, as do any pullback in US megate...

With MCO 3.0, Will Auto Sector Faces Another Reverse? from 2021-05-10T09:15

Until MCO 3.0 was imposed, the auto sector was enjoying a healthy recovery. Now it seems unclear.

Liaw Thong Jung, Analyst at Maybank Kim Eng Re...

As More Are Vaccinated, Banks Are A Key Sector Pick, Says Jevons Global from 2021-05-10T07:00

Regional - including Australian - banks are a key sector pick for Jevons Global, as vaccinations gather steam and economies reflate, according to its Ch...

Inflation Wont Be Transient? from 2021-05-07T07:00

Q1 earnings growth of U.S stocks blew past market estimates. Will companies be able to replicate or beat that this quarter? The Morning Run gets into th...

New Market Highs Still Possible? from 2021-05-06T09:15

Patrick Chang, Chief Investment Officer for ASEAN Equities, Principal Asset Management discusses his outlook of global and local corporate earnings, and...

How Long Can We Ignore Inflation Concerns? from 2021-05-06T07:00

The Morning Run speaks to Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, about Janet Yellen’s comments on higher rates, signall...

Is There Still An Upside To Small Cap Stocks? from 2021-05-05T09:15

Year-to-date, the FBM Small Cap Index is up about 10%, outperforming the broader KLCI. But small caps typically also display more volatility, so what ki...

US Equities - Rally Over Or Just A Breather? from 2021-05-05T07:00

We speak to Michael Lai, Executive Director of Wealth Advisory from OCBC Bank Malaysia on whether US tech stocks have soften. We also talk about the eco...

Watch Inflation And The Commodities Supercycle from 2021-05-04T07:00

The price of commodities have been surging of late, should markets be concerned that these increases will lead to higher inflation this quarter? The Mor...

Sell In May And Go Away? from 2021-05-03T07:00

Jeffrey Halley, Senior Market Analyst with OANDA discusses if investors will be dumping stocks and running off to enjoy the summer during this pandemic,...

America's Q1 Growth Spurt And Its Influence On Interest Rates from 2021-04-30T07:00

Carlos Casanova, Senior Economist with UBP, discusses America's robust 6.4% first-quarter growth and the outlook for US rates and its influence, if at a...

America's Tech Giants, Blitzing Forecasts Across the Board from 2021-04-28T07:00

Jack Kouzi, Director of Strategy at VFS Group, waxes lyrical about US megacap tech like Apple after a series of blowout earnings from the likes of Micro...

Keep Your Eyes On Inflation from 2021-04-27T07:00

In the US with the improving economy, there are shortages for workers ranging from computer scientists to hairdressers. With that wages are expected to ...

Bitcoin And Commodities Trajectory Increasingly Divergent from 2021-04-26T07:00

Should we shift our portfolio from Asia to the US? What is driving the bitcoin decline? Is the commodities bullish outlook sustainable? Kingsley Jones f...

Biden's Rich Tax Might See Nasdaq Exodus from 2021-04-23T07:00

Tim Mulholland, President of TJM Ltd, isn't the biggest fan of President Biden's tax on the rich, instead preferring pro-growth policies versus taxes on...

Watch The Inflation Data from 2021-04-22T07:00

Inflation is the key data to watch globally as central banks grapple with balancing growth and price increases. Vishnu Varathan, Head of Economics &...

Its Still Risk On from 2021-04-21T07:00

Markets have taken a bit of a tumble over the last 2 days. Jeffrey Halley, Senior Market Analyst at OANDA says that despite this, equities are still the...

Selective Opportunities In The US Property Market from 2021-04-20T07:00

Joe Quinlan from the US Trust-BOA Private Wealth Management discusses how the US equities market is increasingly broad-based beyond tech and highlights ...

Currency Manipulator, Does It Matter? from 2021-04-19T07:00

Markets continue to inch higher, breaking records but does this rally still have legs since valuations are peakish? Stephen Innes, Chief Global Market S...

What Makes A Nation A Currency Manipulator? from 2021-04-16T07:00

The Morning Run speaks to Carlos Casanova, Senior Economist with UBP, about the U.S.’ stance on currency manipulators and how it could change unde...

Big US Bank Earnings And The Future Of Global Automakers from 2021-04-15T07:00

The IMF has upgraded its GDP forecasts for developed economies but what is the outlook like for developing economies in South-East Asia? The Morning Run...

Grab IPO, Coinbase $100B Valuation, and Tech Earnings Expectations from 2021-04-14T07:00

All eyes are on tech companies as earnings season rolls around. The Morning Run speaks to Jack Kouzi, Director for Strategy of VFS Group, on whether ear...

Earnings Season, US Financials, and European Stocks from 2021-04-13T07:00

U.S earnings season kicks off this week. Will these quarter's results justify the equity risk premium that investors have been paying for stocks? The Mo...

Alibaba’s $2.8B Fine, Didi Chuxing IPO, and 2021 Investment Strategy from 2021-04-12T07:00

Alibaba’s $2.8 billion will likely spook investors eyeing opportunities in China. Are China’s regulators trying to kill the sector that lays...

US Bullish Cycle Still Has Legs from 2021-04-09T07:00

JPMorgan Chase CEO Jamie Dimon has come out to say that he thinks the US boom could last until 2023- but that equity valuations are "quite high". We ask...

Uneven Inflation, Uneven Growth, More Inequality? from 2021-04-08T07:00

Fed officials were rather unanimous, downplaying inflation in the just released FOMC minutes, The Morning Run checks in with Vishnu Varathan, Head of Ec...

Does The Stock Rally Still Have Legs? from 2021-04-07T07:05

As investors wait for the corporate earnings season to start, does the stock rally still have legs? The Morning Run speaks to OANDA's Jeffrey Halley abo...

MRT 3 Construction Stocks To Watch from 2021-04-06T09:15

According to media reports, the Mass Rapid Transit Line 3 (MRT 3) has been green lit by cabinet to update studies conducted previously including alignme...

As Green Grows, Is It Time To Throw Out "Old" Energy? from 2021-04-06T07:00

Biden's infrastructure plan reliance on tax hikes looks to be a major obstacle to gaining bipartisan support. The Morning Run speaks to Joe Quinlan, Chi...

US Economic Recovery: Convinced Or Cautious? from 2021-04-05T07:00

Could US Treasury yields might break past 1.75% this week? The Morning Run gets into this as well as the exuberance around the recent U.S job’s re...

How Will Global Trade Developments Impact Global Markets and Economies? from 2021-04-02T07:00

Carlos Casanova gives us an excellent roundup of markets in the US, oil price developments, China's manufacturing and his assessment of Malaysia's growt...

Could This Be The Tail End Of The Bull Run? from 2021-04-01T07:00

Equity markets have rallied for the past year, but we could be nearing the tail end of a relatively short bull run. So is it time to rotate into value s...

Bytedance Valued at 250 Billion USD, Is That Cheap? from 2021-03-31T07:00

On today’s world market watch, we ask Jack Kouzi, Director for Strategy, VFS Group his opinions on Bytedance’s current valuation, the domino...

Block Trades, Chip Shortages? Mere White Noise On Long-Term Market Horizon from 2021-03-30T07:00

Archegos and EverGiven are the latest issues to roil global markets but the panacea is to stay invested, focus on fundamentals and adopt a long-term inv...

Where Are Markets Heading? from 2021-03-29T09:17

With the FBMKLCI underperforming regional markets in 2021, what are the investment opportunities for the Malaysian equity market? Is it time for cyclica...

S&P500 PE Highest Since 2000 - Equity Trouble Ahead? from 2021-03-26T07:07

The S&P500 is trading at PE levels not seen since the DotCom Bubble, is this equity rally wading now that stimulus measures are tapering off? Tim Mu...

The 2021 Outlook - Global Growth, Inflation, And Taper Tantrum? from 2021-03-25T09:17

What could the vaccine rollout contribute to the global economy in 2021? Is inflation inevitable? Which countries might recover faster and which might f...

As Singapore Economy Recovers, Will Asset Price Reflation Become A Problem? from 2021-03-25T07:07

Although Jerome Powell has played down inflation risks, global markets continue to be concerned over it. As Singapore’s economy starts to recover,...

US Fed Chief Throws Cold Water On Cryptos from 2021-03-24T07:07

Oil rally ends, cryptos in doubt, and US Treasury auctions implication on Bond yields this week. The Morning Run gets into this with Jeffrey Halley, Sen...

ASEAN Banks - Start Of An Earnings Upgrade Cycle? from 2021-03-23T09:17

Interest rate cuts and stagnant economies have not spelt out a great 2020 for the banking sector. However, with vaccine rollouts in progress and the fir...

Biden’s $3T Economic Plan - Will It Move Markets? from 2021-03-23T07:07

The Biden administration is considering a new $3 trillion economic plan that will focus on infrastructure, climate change and human capital. What impact...

What's Driving The Ringgit Lower? from 2021-03-22T07:07

Why has the Ringgit’s value fallen against the US Dollar in the past month? The Morning Run speaks with Stephen Innes of Axi for his perspective. ...

Fear Not Inflation Nor Runaway Yields, Casanova Says from 2021-03-19T07:07

Fears of runaway inflation have spooked markets and sent US T-Bill yields much higher, though some perspective is much-needed, according to Carlos Casan...

Singapore's STI Outperforms ASEAN Peers from 2021-03-18T09:17

Singapore has outperformed its ASEAN peers, with the STI up about 10% on a year-to-date basis. We speak to Geoff Howie, Market Strategist at SGX, for hi...

Jerome Powell And The Fed Maintain Dovish Tone from 2021-03-18T07:07

Song Seng Wun from CIMB Private Banking provides his perspective on the Fed's decision to keep interest rates near zero and whether the strengthening Ch...

Grab-bing Opportunities, Trashy Cash And China's Tech-lash from 2021-03-17T07:07

Jack Kouzi helps us navigate through the upcoming Grab IPO, the current investment climate and how the Chinese government is clamping down on Alibaba an...

CPO Prices Up, Up And Away from 2021-03-16T09:37

CPO prices have breached RM4000/tonne recently on the back of low palm oil inventories and bad weather conditions in South America impacting the supply ...

Is The US Markets' Record Rally Sustainable? from 2021-03-16T07:07

Joe Quinlan from the US Trust-BofA Private Wealth Management dissects the recent US equities rally, which sectors are expected to continue to shine and ...

Cyclical Play To Continue? from 2021-03-15T07:07

The Dow Jones Index has outperformed the Nasdaq over the past three weeks. Does this indicate that the smart money has shifted in cyclicals over yield-s...

Upside For Malaysian Construction Stocks In 2021? from 2021-03-12T09:17

Earlier this week, it was reported that the East Coast Rail Link (ECRL) has reached a progress rate of nearly 21% thus far, indicating that the project ...

Nasdaq Rally, Tesla's Value, Inflation Concerns from 2021-03-12T07:07

Last night, the Nasdaq rallied 2.5%, led by the chipmakers. What is driving the volatility in this tech-heavy index? The Morning Run speaks with Tim Mul...

$1.9 Trillion Stimulus Passed, Will The Dollar Keep Rising? from 2021-03-11T07:07

The US Dollar is back in vogue with the Bloomberg Dollar Index rising 1.24% since late February, but will this reverse with the expected debt raising to...

Tech Rallies Again - Dead Cat Bounce? from 2021-03-10T07:07

The Nasdaq jumped 3.69% last night, ending 5 days of consecutive losses. Is this a dead cat bounce, or is Big Tech back? The Morning Run dives into this...

Market Correction - Buy The Dip? from 2021-03-09T07:07

The Nasdaq corrected sharply again, its lowest since November - is it time to bottom fish or are the valuations still too rich? We get a perspective fro...

Inflation Concerns - Just Temporary? from 2021-03-08T07:07

Following the surprise recovery in US equity markets last week, and the passing of President Joe Biden's $1.9 trillion stimulus plan in the Senate, we r...

Watch Out World, China Is Laying Plans For More People And Technology from 2021-03-05T07:07

China's National People's Congress meets this week to lay plans for a future that includes an even larger population, even more technology and innovatio...

Recovery Is The Theme For 2021 from 2021-03-04T09:17

As we wrap up the fourth quarter 2020 corporate results season, Jeremy Goh, Head of Research at Hong Leong Investment Bank, helps us review the numbers....

Synthetic Economy from 2021-03-04T07:07

Tony Nash from Complete Intelligence helps us navigate through the recent US market volatility, tech stocks, and offers his perspective on office collab...

Bears Winning For The Moment from 2021-03-03T07:07

With US markets on the downtrend for the last two weeks, are we in the bear market territory? Jack Kouzi, Director of Strategy at VFS Group, gives us hi...

Stick To Big Tech In The Long Run from 2021-03-02T07:07

With growth and cyclical stocks appreciating, is Big Tech still the sector to be overweight on? Joe Quinlan, Chief Market Strategist at the US Trust-Bof...

Commodities Supercycle Is On from 2021-03-01T07:07

With global recovery on track and inflation starting to be a concern, commodity prices have started to creep up. We ask Kingsley Jones, Chief Investment...

Game Over For GameStop And Equity Euphoria? from 2021-02-26T07:07

US 10-Year Treasuries hit a yield of 1.6% at one point last night. This closely watched figure sent markets into a tailspin especially the Nasdaq, which...

Rate Hikes In 2021? from 2021-02-25T07:07

The Fed and ECB are not expected to raise interest rates anytime soon, but are there central banks in this region that might do so? The Morning Run spea...

Bitcoin - Tradeable, But Not Investable? from 2021-02-24T07:07

Federal Reserve Chairman Jerome Powell has signalled no immediate plans to change monetary policy - will this be enough to calm nervous markets? The Mor...

Tech Stocks - Buy The Dip? from 2021-02-23T07:07

The Nasdaq was down 2.5% last night as investors sold down technology stocks over valuation concerns - is this the end of the rally? The Morning Run ask...

Bitcoin Crosses The $1 Trillion Mark - Now What? from 2021-02-22T07:07

Bitcoin’s market value recently crossed the $1 trillion mark. What's stoking the Bitcoin blaze and is a bubble brewing? The Morning Run speaks to ...

Big Freeze In Inflation? from 2021-02-19T07:07

Carlos Casanova from UBP shares his insights on the US economy, how Singapore will finance their budget and China's hampered credit growth.

A Supercycle Of Tech? from 2021-02-18T09:17

The Bursa Technology Index (KLTEC) has gained about 115% over the last 12 months, while the KLCI is only up around 0.6%. Tan J Young, Senior Analyst at ...

Cold Front On Oil Prices? from 2021-02-18T07:07

Tony Nash from Complete Intelligence, from freezing Texas, shares with us the current supply constraints in the US impacting oil prices in the short- an...

Bubble Bath Exuberance from 2021-02-17T07:07

Jack Kouzi shares with us the different market bubbles proliferating across the globe and how interest rates are the likely but not imminent cold shower...

Fuelling US Divergence Between Wall Street And Main Street from 2021-02-16T07:07

Stephen Innes from Axi gives us insights into the rising price of oil and the outlook for the short-term US economy.

Watch Out For The Black Cat I.e. Interest Rates! from 2021-02-15T07:07

Kingsley Jones from Jevons Global outlines the risks in this frothy market and talks about the supply-demand challenges facing the chip/semiconductor in...

2020 GDP Preview from 2021-02-11T09:17

Ahead of the announcement on the latest GDP data from Bank Negara, we speak to Firdaos Rosli, Head of Economic Research at the Malaysian Rating Corporat...

What To Expect Of Singapore's 2021 Budget? from 2021-02-11T07:07

Ahead of Singapore's 2021 budget announcement next week, we ask Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, what we can expect, as...

Tide Turning For OSV Stocks? from 2021-02-10T09:17

Over the weekend, The Edge Weekly reported that Petronas has put out a tender for 16 offshore support vessels (OSV), in view of the current aging OSV fl...

Will More Companies Add Bitcoin To Their Balance Sheets? from 2021-02-10T07:07

US markets retreat, Tesla buys Bitcoin, and both oil and gold are rising. The Morning Run dives into all this with Jeffrey Halley, Senior Market Analyst...

Full Employment In The US Before 2022? from 2021-02-09T07:07

Treasury Secretary Janet Yellen estimates that the US will return to full employment by 2022 if President Biden’s package is passed, but is this p...

Has Gold Lost Its Investment Lustre? from 2021-02-08T07:07

S&P 500 tech shares have performed in terms of recent earnings but currently trade at 36 times profits, while the broader index is at 32. Is this te...

The Diverging Fortunes Of Asia from 2021-02-05T07:07

Carlos Casanova touches on various challenges in Asia's economies, primarily Hong Kong's short-term weak equity performance, PBOC's policies to contain ...

American Carnage from 2021-02-04T07:07

Tony Nash justifies his pessimistic outlook of the US political environment on markets and the transition of the Reddit Army into a full-blown populist ...

Alexa, Who Is Andy Jassy? from 2021-02-03T07:07

Jack Kouzi shares with us Amazon's and Alphabet's results, as well as gives us a peek at the next phase of Amazon's journey following Jeff Bezos' resign...

Tech's Fragrant Harbour from 2021-02-02T09:17

Mun Hom Tham from UOB Kay Hian shares what's in store for Hong Kong's Hang Seng Index this year.

Image Credit: Shutterstock.com

Forget GameStop, Stay Long Healthcare, EVs And Big Tech from 2021-02-02T07:07

Joe Quinlan, Chief Market Strategist at US Trust-Bank of America Private Wealth Management, addresses GameStop but is instead long on healthcare, big te...

What Will Continue Driving The Auto Sector In 2021? from 2021-01-29T09:17

Covid-19 has disrupted many economic sectors, and autos have not been exempt. The sector did see some improvement towards the end of 2020, but will this...

The Show Must Go On from 2021-01-29T07:07

Tim Mulholland, President of TJM Limited, comments on the frenzy taking place in the markets now - GameStop, SPACs (Special Purpose Acquisition Companie...

Chinese Tech, Gold, And Semiconductors: More Upside? from 2021-01-27T07:07

What is driving the latest Chinese tech rally, and will it have any positive spillover effects on Asian markets? Jeffrey Halley of OANDA weighs in on th...

Expect Tech Stock Pull Back As Earnings Come In? from 2021-01-26T07:07

What can we expect from this week's Big Tech earnings? Are tech stocks still a solid bet even as the vaccine rollout picks up? Joe Quinlan weighs in on ...

Oil Stocks To Watch In 2021 from 2021-01-25T09:17

The Bursa Energy Index is up around 34% from its 6-month low in November, as Brent crude oil prices have risen around 50%-52% over the same period.

Joe Biden: Tax The Rich, Give To The Poor from 2021-01-25T07:07

A slew of US corporate earnings, as well as President Joe Biden's formal entry into the White House, has raised the question of how the S&P500 and i...

In 2021, ASEAN Banks Deserve Some Love, But Which Ones? from 2021-01-22T09:17

Harsh Wardhan Modi, Co-Head of Asia Ex-Japan Banks Equity Research at JP Morgan, talks about why Vietnam lenders are a must-own, with particular affecti...

In The Biden Era, Will ASEAN Be Back In Vogue? from 2021-01-22T07:07

Carlos Casanova, Senior Economist at UBP, discusses risk appetite for Asian assets, as the Biden administration takes over the White House.

Pockets Of Opportunity In Asia? from 2021-01-21T09:17

Asian equities, especially those in emerging markets, have started the year on a positive note and are expected to maintain its momentum as vaccines are...

Inheriting Trumponomics: New Chapter In An Old Story? from 2021-01-21T07:07

As the US welcomes a new president, Tony Nash outlines the challenges Biden will have in getting his USD 1.8 trillion stimulus package through Congress ...

Global Dividends: It's Payback Time from 2021-01-20T09:17

Amira Abdulkadir from IHS Markit dissects the dividend payment outlook across various economic sectors and regions in 2021.

Stellar Streaming from 2021-01-20T07:07

Jack Kouzi explains the implications of Biden's administration on Big Tech, pipeline of US tech IPOs, Netflix's strong Q4 performance and Grab's decisio...

Janet And Jerome - Match Made In Market Heaven? from 2021-01-19T07:07

Stephen Innes shares his perspective on Malaysia's impending OPR decision, US markets and challenges facing the Thai economy.

Fundamentals Pay In The Long Run from 2021-01-18T09:17

How might investors alter their portfolios in response to the MCO 2.0 and emergency proclamation? The Morning Run speaks with Danny Wong, CEO of Areca C...

Commodities Upside For The Long Haul? from 2021-01-18T07:07

Kingsley Jones unpacks the opportunities in hard and soft commodities as well as the impact of USD weakness and vaccine implementation on markets.

2 Property Stocks To Watch In 2021 from 2021-01-15T09:17

While MCO 2.0 and the Emergency declaration could hamper the expected property recovery this year, there are still stocks to watch. The Morning Run disc...

JP Morgan, Chinese Tech, And Federal Reserve Expectations from 2021-01-15T08:07

What are investors expecting ahead of banks like JP Morgan and Citigroup releasing earnings reports? Tim Mulholland of TJM Limited shares his thoughts, ...

The Emergency, The MCO, And The Malaysian Economy from 2021-01-14T10:17

The previous MCO had a devastating impact on various industries, but the seemingly ever-increasing number of Covid-19 infections in the country has comp...

Malaysia Debt Ratings Implications From The Emergency Declaration? from 2021-01-14T08:07

What impact might the MCO 2.0 and emergency declaration have on Malaysia's debt ratings? The Morning Run finds out from Vishnu Varathan of Mizuho Bank. ...

2021 Investment Outlook - What To Watch from 2021-01-13T10:17

Last year the FBM KLCI outperformed regional peers like Singapore and Thailand, but how might it perform in 2021? Will vaccine optimism offset concerns ...

Value, Cyclicals In Vogue from 2021-01-13T08:07

Vasu Menon, Executive Director of Investment Strategy at OCBC Bank Singapore, discusses his outlook for the Singapore market and what might derail its u...

Slow And Steady Consumer Sector Recovery Stalled? from 2021-01-12T10:17

Hong Leong Investment Bank projects that the consumer sector will rebound in 2021, amid the vaccine optimism and loosening of economic restrictions. But...

No Tapering To Be Seen Yet from 2021-01-12T08:07

Ahead of US earnings season next week, observers are eager to see how financial institutions have performed in the fourth quarter. And with eyes also on...

What To Look Out For This Week from 2021-01-11T08:07

Jeffrey Halley, Senior Market Analyst at OANDA, weighs in on the impact of US stimulus under Biden, his outlook on the Dollar/Yen pair, and the impact o...

Weak Dollar, Volatility To Dominate 2021 from 2021-01-08T08:07

A new US President and interest rates lower for longer spell more volatility and a weaker Greenback for the year ahead, according to Carlos Casanova, HK...

Rotating Permanently Into Cyclicals from 2021-01-07T08:07

With a blue wave in Georgia, what does this mean for the US economy and equity market? Tony Nash, CEO of Complete Intelligence, tells us that the rotati...

Glass Half Full from 2021-01-06T10:17

Singapore's Ministry of Trade and Industry released advance estimates of GDP data for the fourth quarter this week, indicating a sluggish recovery for t...

No Tech Bull For 2021 from 2021-01-06T08:07

With technology as the key outperforming sector for 2020, will that trend continue in 2021? Jack Kouzi, Director for Strategy at VFS Group, tells us his...

UK Still Has A Long Way To Go from 2021-01-05T08:07

With the recently signed Brexit trade deal with the EU, is the UK out of the woods? And what does that mean for its position as a global financial hub? ...

Palm Oil Charting New Highs In 2021? from 2021-01-04T10:17

2020 was the year where demand for commodities was supposed to be sluggish due to a global recession brought upon by Covid-19, but palm oil prices beat ...

Does The Bitcoin Rally Have Legs? from 2021-01-04T08:07

Bitcoin continues to soar to record highs, but is this trend sustainable, and what do we make of it? Jevons Global's Kingsley Jones weighs in on this, a...

Post-Brexit Woes, More Volatile Oil Prices from 2020-12-30T08:07

Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, discusses factors that might continue to weigh on global economic prospects.

Chinese Tech Sell-Off - Buying Opportunity Or Falling Knife? from 2020-12-29T10:07

The antitrust crackdown on Chinese tech giants has driven a massive sell-off. Are investors seeing this as a buying opportunity, or are they cautious of...

Is Worst Over For Banks? from 2020-12-28T10:17

Banking stocks took a beating in 2020, but are nevertheless slated to close the year strong with a Covid-19 vaccine soon on the cards. Will this rotatio...

Gold Prices To Touch $3,000? from 2020-12-28T08:07

Gold prices have risen about 20% this year, briefly breaking the $2,000 barrier on its strength as a safe haven asset. With the rollout of vaccines, whe...

Risk-On Or Risk-Off? from 2020-12-24T10:17

Asset classes, especially equities, defied initial expectations and recovered from March lows, as synchronized monetary easing by major central banks re...

Work-From-Home Stocks A Defensive Play In 2021? from 2020-12-24T08:07

As we head into 2021, will we see more work-from-home stocks being used as a defensive play? The Morning Run speaks to Tony Nash for his perspective on ...

Telco Stocks To Watch - Fibre Is King from 2020-12-23T10:17

Stock prices of Malaysia’s fixed-line telco players, TM and Time dotCom, are far outperforming the rest of the sector. The Morning Run speaks to T...

Money Is Too Cheap from 2020-12-23T08:07

SPACs have recently become in vogue and Jack Kouzi, Director of Strategy at VFS Group, explains the mechanism behind this investment vehicle. He also we...

Finally, The Stimulus Breakthrough from 2020-12-22T08:07

After many months of negotiations, the US Congress finally agreed on a stimulus plan. Carlos Casanova, Senior Economist at UBP, weighs in on whether it ...

It Pays To Be Nimble from 2020-12-21T10:17

With 2021 around the corner, will the FBMKLCI continue to outperform other regional markets? What investment strategies will pay off, especially with va...

US Pushing China Towards Tech Independence? from 2020-12-21T08:07

How might markets react to the US' blacklisting of several Chinese companies, including prominent chip maker SMIC? Kingsley Jones, Chief Investment Offi...

Bitcoin To Continue Rally? from 2020-12-18T08:07

As Bitcoin continues to rise, is it time for Wall Street to hop on the Crypto bandwagon? The Morning Run speaks to Tim Mulholland, President of TJM Limi...

US Equities - A Dead Cat Bounce? from 2020-12-17T08:07

The US has labelled Switzerland and Vietnam 'currency manipulators', and kept China on its watch list (much like Malaysia). We ask Vishnu Varathan, Head...

Markets To End Year On High? from 2020-12-16T08:07

What will the end of 2020 bring for the markets? Jeffrey Halley, Senior Market Analyst at OANDA, is optimistic about the overall trend that we will see ...

Is It Time For Profit-Taking Or More Rotational Trades? from 2020-12-15T08:07

As the US begins rolling out Covid-19 vaccines, how will markets move this week? The Morning Run speaks to Joe Quinlan, Chief Market Strategist at the U...

2020 IPO Mania Reminiscent Of Dotcom Bubble? from 2020-12-14T08:07

Why did US equities fall even after the FDA approved the emergency use of Pfizer’s vaccine? The Morning Run speaks to Stephen Innes, Chief Global ...

Asia Is Still The Place To Be from 2020-12-11T08:07

Carlos Casanova, Senior Economist for Asia at UBP, explains why funds continue to flow into Asia in search of high-yield assets. He also reminds us that...

IPO Season Has US Investors Agog, Again from 2020-12-10T08:07

It's IPO season again in America and Doordash is first out the, well, door with a pop and wallop, while Airbnb is next, also with a higher price range, ...

Airbnb, JD Health, DoorDash - IPOs To Watch? from 2020-12-09T08:07

US food delivery giant DoorDash is filing for an IPO. Is the $29 billion valuation justified?

The Morning Run speaks to fund manager Ja...

Oil Market Recovering But Has The Best Passed? from 2020-12-08T08:07

Markets seem to be in a state of flux, up one day and down the next. We ask Joe Quinlan from the US Trust-BofA Private Wealth Management to help make se...

It's The Santa Rally from 2020-12-07T08:07

The MSCI Asia Pacific index hit a record high for the year, even though economic recovery hasn’t been keeping pace with equity prices. Kingsley Jo...

Is Singapore's Rally Sustainable? from 2020-12-04T10:17

Last month, Singapore's stock exchange saw its strongest performance in over a decade, on positive developments in the search for a Covid-19 vaccine. We...

Struggles Ahead For Biden? from 2020-12-04T08:07

The end of the year is fast approaching. Will equity markets take a breather after the November surge? How will the US fare as President-elect Biden ass...

Stocks And Sectors To Watch As KLCI Recovers from 2020-12-03T10:17

The recent earnings trend suggests that the economy is continuing to show signs of recovery. As the third-quarter earnings season reaches a close, we sp...

US Treasury Yields Up, Bad For Gold And Stocks? from 2020-12-03T08:07

What impact will the US 10-year Treasury yield spike have on assets such as equities and gold? We also discuss the US stimulus package proposal, Southea...

Can Salesforce Take On Microsoft? from 2020-12-02T08:07

On the back of big IPO news and a tie-up between Slack and Salesforce, what lies ahead for these Covid-19 winners? Jack Kouzi, Director of Strategy at V...

Equities The Best Play For Now from 2020-12-01T08:07

US Markets fell into the red on the last day of November, which has been a strong month, particularly for small-cap stocks. We ask Joe Quinlan, Chief Ma...

A December To Remember For Markets? from 2020-11-30T08:07

As Vaccine Economics continue to dominate markets, are we seeing investors move into the rotational plays? Will the Fed and the ECB announce more stimul...

What's Supporting This Risk-On Market? from 2020-11-26T08:07

The Morning Run speaks to Tony Nash about the Dow breaking past 30,000 and whether he's risk-on or risk-off, the stuttering economic recovery in the US,...

Giving Big Tech In China A Break from 2020-11-25T08:07

The Dow hit an all-time high of 30,000 points as investors piled into cyclicals on the back of positive vaccine news and the potential stimulus plan in ...

A Vaccine-Shaped Recovery from 2020-11-24T08:07

As President-elect Joe Biden looks set to nominate former Federal Reserve Chair Janet Yellen to the position of Treasury Secretary, we speak to Joe Quin...

As America Dithers Over Its Leader, New Pockets Of Growth Emerge from 2020-11-23T08:07

Fund flows, cyclical sectors and new China plays are the order of the day, even as America grapples with the Presidential transition and markets wait fo...

Tech Sector Risk-Reward Now Unfavourable? from 2020-11-20T08:07

Is it time to go back to tech stocks for the long term, with the possibility of further US lockdowns and restrictions?

The Morning Run ...

A Prolonged Dollar Story from 2020-11-19T08:07

The US Equity markets have pulled back from their recent highs, raising questions over whether this is a return to more risk-averse behaviour on the par...

More Dollar Weakening In 2021? from 2020-11-18T08:07

Rotational plays have reached Asian equities, so apart from stocks, what other assets are benefiting from this shift?

The Morning Run s...

Another Vaccine Rises, Time To Increase Asset Rotation? from 2020-11-17T08:07

With Moderna’s vaccine reporting an efficacy rate of 94.5% and the Dow hitting an all-time high of 30,000, is it time to change your investment pl...

Downward Pressure On Gloves As Vaccine Hopes Rise from 2020-11-16T08:07

On news that Pfizer and BioNTech could come out with a Covid-19 vaccine as early as September, glovemakers have taken a hit. But overall, will this indu...

Value vs Growth, A Bit Of Both from 2020-11-13T10:17

With a vaccine in sight, rotation was the name of the game as investors shifted into cyclicals, selling down the winners of this pandemic like work from...

Rotation Trade Losing Momentum? from 2020-11-13T08:07

The rotation trade is starting to lose momentum - why is that happening?

We also speak to Jeffrey Halley on the shape of the economic r...

Construction And Property Winners From Budget 2021 from 2020-11-12T10:17

Budget 2021 saw a 38% increase in the allocation for development expenditure. To find out which companies stand to benefit, we speak to Loong Chee Wei, ...

Of Trade And Tech from 2020-11-12T08:07

What will US-China trade relations look like under a Biden administration? What is China hoping to accomplish with the recent antitrust regulations on i...

Time To Sell Tech Stocks? from 2020-11-11T08:07

Will a successful vaccine change the tech stock narrative?

We speak to Jack Kouzi about this as well as whether he's picking up any rot...

Pfizer Vaccine News A Booster Shot For Stocks from 2020-11-10T08:07

Market euphoria over Pfizer's vaccine news resulted in a rotation out of stay-at-home companies like Zoom and into travel and leisure stocks. Is this a ...

Market Winners And Losers from 2020-11-09T10:17

Is Budget 2021 the catalyst that Malaysian markets are looking for? Who are the winners and losers? We speak to Jeremy Goh, Head of Research at Hong Leo...

Biden's Blue Wave Marred By Senate Standoff from 2020-11-09T08:07

Joe Biden is now President-Elect, though the Senate outcome hangs in the balance while uncertainty remains where ties with China is concerned.

<...

Time To Buy Alibaba And Uber? from 2020-11-06T08:07

Is a big stimulus package out of the question, now that it looks like Biden could have narrow victory but with a split legislature?

We ...

US Elections: Nail Biting, But Nothing Nailed Yet from 2020-11-05T08:07

Has China's reaction to the Ant IPO dented ambitions to compete with Wall Street?

The Morning Run speaks to Vishnu about this as well a...