Market Watch
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Market Watch
Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.
Episodis Recents
5933 episodis
Sharp Correction in US Equities, What Next?
US markets had the steepest fall since liberation day. David Chow, Director of Investment at Azure Capital tells us if this is the beginning of a corr...
Who Benefits from SARA and STR
The government has provided a higher allocation for SARA whilst STR continues in 2026. The consumer sector clearly stands to benefit but which names?...
Cash Is Still King Due to Tariffs
There is as much as USD8 trillion in cash funds earning 4% as investors are nervous over tariffs and geopolitics. But what are some of the safe invest...
Gold & Silver, Still Good Long Term Asset
Precious Metals has continued their price rally in 2026 but has the easy money been made for Gold and Silver? Dilin Wu, Research Strategist, Pepperst...
Banking & Tech Reverse Equities' Direction: What Next?
Overnight saw some shine return to Wall Street as banks and tech staged a rebound following back-to-back days of declines. Kingsley Jones, Chief Inves...
Markets Still Positive But Caution Advised
Overnight saw the release of US PPI and retail sales numbers, as well results for some major US banks were released. Gold also hit a new record high w...
Do Snap Elections Affect Economies?
How will snap elections affect the Japanese and Thai economies? We speak with Carlos Casanova, Senior Economist at UBP, about the expected impact, as...
Markets Rally Despite Geopolitics And Fed Debacle
US markets rallied despite the Federal prosecutors opening a criminal investigation into Federal Reserve chair Jerome Powell. We ask Joe Quinlan, Chie...
Petrochemical Sector, Recovery in Sight
The petrochemical sector has suffered from global overcapacity for the past few years due to the Chinese players leading to margin pressure and even c...
Go Long Equities for 2026
The S&P500 broke another record on Friday but will the rally continue? Tim Waterer, Chief Market Analyst, KCM Trade tells us his perspective whilst we...
FOMO is Not an Investment Strategy
Tech and AI names in Asia have rallied hard in the beginning of the year as TSMC is up about 8% while the Kospi is up more than 9% in just the first 8...
2026, Economic Uncertainty Lies Ahead
With mixed data points, uncertainty remains as to the outlook for the US market. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank as...
Asian Rally, Early Days yet
Asian equities in particular Hong Kong, Korea and Japan have started 2026 with a bang. We ask Dilin Wu, Research Strategist, Pepperstone as to the rea...
A New High for Singapore's Equities in 2026?
Singapore’s Straits Times Index performed exceptionally last year up 22.7%, maintaining a streak of gains three years in a row. We ask Adrian Loh, Hea...
US Tech is Good But so Is China Tech
North Asian markets have had a good start to the year. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management whether he...
Liquidity will Fuel Another Rally in 2026
With global equities rallying last year, will there be a repeat in 2026? We ask Kingsley Jones, Chief Investment Officer, Jevons Global what are the...
The FBMKLCI Outlook For 2026
The FBMKLCI has ended 2025 on a positive note, albeit just up 2.3%%, underperforming the STI and JCI by a wide margin. We ask Peter Kong, Head of Rese...
2026, Another Good Year for Equities & Precious Metals
Despite the US tariffs, the US economy continues to exceed expecations with inflationary pressures building. However this points to another good year...
Watch for Changes in 1Q2026
Global equities have had the best run in six years on the back of the AI theme and Fed fund rate cuts. Will the rally continue in 2026? Tony Nash, CEO...
The Bull Sticks Around for US Markets in 2026
The US equity market is poised for another rally in 2026 but what are some of the headwinds that it might face? Joe Quinlan, Chief Market Strategist,...
What Will Move Malaysian Stocks in 2026
The FBMKLCI looks set to end 2025 up by around 2% for the year, a little disappointing compared to equity markets in Singapore and Jakarta. Peter Lim,...
Another Good Year for Markets in 2026?
Both the S&P500 and Dow Jones look set to hit new highs in 2025 but can this rally continue in the new year? We ask Song Seng Wun, Independent Economi...
Is Santa Clause Coming To Town?
The Santa Claus Rally typically starts on the trading day after Christmas. David Dietze, Chief Investment Strategist at Dietze Wealth Management Group...
Stay Invested, Stay Optimistic on Markets
The santa rally is upon us with US Indicies up after a weak start to December. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Manag...
Don't Give Up On AI Trades Yet
Last week, US markets rallied on the back of AI trades as markets assumed that the tech bubble will not materialise.
Tim Waterer, Chief Market A...
Not All AI Stocks are Winners
The tech sector is a tale of two halves with stellar results from Micron but disappointing numbers from Oracle and Broadcom. We ask Dilin Wu, Research...
Is the AI Fairy Tale Over?
As the year comes to a close, the selling on AI stocks remains unabated. We ask Tony Nash, CEO, Complete Intelligence, if it's time to sell tech names...
2026, Time for Small-Mid Cap Stocks?
On year to date basis, the FTSE Bursa Malaysia Small Cap Index is down 13%. However are valuations in this space too attractive to ignore? Lee Meng Ho...
Appreciating Asian Currencies in 2026
The China yuan hit a 14-month high against the USD even as the latest data show China’s economic growth stalling. Will the yuan continue to appreciate...
Don't Rule out a Santa Rally
All eyes will be on the labour market report that will come out later today as investors take direction from that as to the health of the economy. Joe...
Doesn't Matter which Kevin is Fed Chair
As 2026 draws to a close, US markets are shaky with S&P 500 down 0.6% while the Nasdaq was down 1.6% last week
Kingsley Jones, Chief Investment...
Is the Fed Rate Cut Priced in?
The reaction by the US market was largely muted following the dovish cut by the Federal Reserve. Tim Mulholland, President, TJM Limited tells us if th...
No Surprises, Fed Cuts Rates by 25bps
The FOMC cut rates by 25bps as expected but more interesting is the press conference that followed with comments from Jerome Powell. Vishnu Varathan,...
2026, Another Good Year for Markets
The US market has been trading in a tight range just below its all time high in recent days. We speak David Dietze, Chief Investment Strategist at Die...
American exceptionalism, A Theme For 2026
With a Santa rally expected, thanks to a Fed rate cut but will the markets continue to do well in 2026?
Joe Quinlan, Chief Market Strategist, U...
Santa Rally is On The Way
All eyes will be on the December's FOMC meeting that takes place this Wednesday as to whether there will be a rate cut. We ask David Chow, Director of...
Too Soon To Determine Fed Rates Cuts in 2026
The markets are expecting a total of three rate cuts from now till the end of 2026. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Ma...
Fed Rate Cut Expectations Rise, Markets React
With reports that markets are pricing in an 89% chance that the US Federal Reserve may cut rates when they meet next week, saw equities advancing. Ton...
Will The FBMKLCI See Growth in 2026?
The FBMKLCI seems to be stuck in a trading range this year with the index unable to break the one thousand six hundred and fifty points ceiling. We as...
North Asian Economies, Some Good and Some Bad
This year North Asian markets have been on a tear with the enviable combination of strong economic fundamentals and a AI story. Carlos Casanova, Senio...