Podcast
Market Watch
Hosted by BFM Media · EN
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.
138episodes
Episodes
Newest firstAll episodes
Singapore Banks: Are the Premiums Justified?
3d ago00:08:53Tap to summarizeSingapore’s three banks, DBS, OCBC and UOB, announced strong second quarter earnings recently, which significantly impacted the movement of Singapore’s stock market . Thilan Wickramasinghe, Head of Research Singapore & Regional Head of Financials at Maybank Investment Banking Group, talks about if current valuations justify the premiums.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Central Banks Keep Markets Guessing
3d ago00:11:14Tap to summarizeInvestors are navigating increasingly divergent signals from the world's major central banks as inflation and interest-rate expectations shift. The Reserve Bank of Australia has kept rates at 4.35% but left the door open to further tightening, while markets are watching fresh US inflation data for clues on whether the Federal Reserve could raise rates again this year. Meanwhile, the Japanese yen is weakening despite recent intervention, and gold has rallied as expectations for higher US rates fade. With monetary policy increasingly moving in different directions, what does this mean for currencies, bonds and precious metals in the months ahead?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Can US Equities Keep Defying the Risks?
4d ago00:12:21Tap to summarizeUS equities have pulled back after reaching record highs, but investors continue to navigate a complicated mix of geopolitical tensions, shifting interest-rate expectations and enthusiasm over artificial intelligence investment. The US-Iran standoff remains a key risk for oil and inflation, while weaker labour market signals have reduced expectations for further Federal Reserve tightening. At the same time, the AI investment boom is broadening beyond chipmakers into the companies supplying the infrastructure behind it, while a softer US dollar has helped gold regain momentum. With markets still trading near historic highs, can the rally continue, and where are the most attractive opportunities for investors now?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Are Foreign Funds Returning to Bursa?
5d ago00:08:30Tap to summarizeAfter two consecutive months of net selling, foreign investors returned to Bursa Malaysia in July, helping push the FBM KLCI up 3.7% over the month. Imran Yassin Yusof, Head of Research at MBSB Research, explores whether this was a genuine shift in sentiment, or just selective buying of Malaysian blue chips when other Asian markets were struggling.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →AI Capex, Aussie Dollar Risks, & Weak US Jobs
5d ago00:11:31Tap to summarizeUS equity markets touched new record highs following a shock contraction in non-farm payroll figures, as investors priced in a more dovish Federal Reserve interest rate trajectory ahead of key CPI inflation data. Kingsley Jones, Chief Investment Officer at Jevons Global, joins BFM’s World Market Watch to navigate these global market signals and what to watch ahead.He breaks down why Wall Street’s relief rally could prove short-lived if CPI inflation surprises to the upside, evaluates whether Big Tech is overspending on AI infrastructure versus emerging algorithmic and embodied AI innovations in China, and analyses the Reserve Bank of Australia’s rate outlook alongside a strengthening Australian dollarImage Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Bitcoin’s 50% Dip: Did AI Steal Crypto’s Thunder?
1w ago00:10:02Tap to summarizeFollowing an all-time high near $126,000, Bitcoin has retraced nearly 50% to trade around $64,000. A massive $19 billion liquidation event, triggered by macro trade tensions, escalating geopolitical risks, and capital rotation toward AI equities, has tested market resilience. However, the absence of widespread systemic platform failures highlights a maturing industry compared to past cycles.Zhong Yang Chan, Head of Research at CoinGecko, joins BFM’s Market Watch to analyse current crypto market dynamics. He compares this pullback to historical drawdowns, breaks down how institutional ETF flows and perpetual futures data signal potential recovery, and evaluates Russia's cross-border crypto moves amid global sanctions.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Is the S&P Rally Near Its Peak?
1w ago00:12:34Tap to summarizeDespite the S&P 500 recently testing new highs, rising geopolitical risks and persistent inflation expectations are fueling concerns over Federal Reserve rate policy ahead of crucial labor data. At the same time, record US equity ownership, elevated market leverage through ETFs, and surging long-end Treasury yields pose critical headwinds for equity valuations. Tim Mulholland, President of TJM Limited, joins BFM’s Market Watch to evaluate where equities go from here.See omnystudio.com/listener for privacy information.
Transcribe →Fed Dilemma: Rate Hikes Before Cuts?
1w ago00:11:53Tap to summarizeDespite resilient US services sector activity, persistent inflationary pressures and a softening labor market point toward growing stagflationary risks.Meanwhile, unprecedented currency joint action by US Treasury Secretary Scott Bessent and Japanese authorities has temporarily checked dollar-yen volatility, even as markets grapple with Federal Reserve Chairman Kevin Warsh’s reduced-communication strategy and China’s widening domestic-export economic divide.Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, joins BFM’s Market Watch to navigate these global market dynamics.He evaluates whether the Fed may be forced to hike interest rates before cutting them, analyses the fair value baseline for the Japanese yen, and explains why a "policy bazooka" remains elusive for China's domestic economy.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →SpaceX Earnings, MAG 7 Rebound, and Earnings Risks Ahead
1w ago00:11:03Tap to summarizeFollowing a brief pull-back, US equities have surged back toward record highs, driven by a dramatic rebound in Big Tech and broadening market participation across transportation, defense, and financials. However, with shifting Federal Reserve communications under Kevin Warsh, persistent debt concerns, and geopolitical risks keeping energy and food prices volatile, investors face a tricky landscape. Michele Schneider, Chief Strategist at MarketGauge, joins BFM’s Morning Brief to analyse whether the current Tech rally is a sustainable bull run or a late-cycle trap reminiscent of 1999–2000. She breaks down critical price levels for SpaceX and Nvidia, evaluates the Fed's reduced transparency strategy, and outlines the macro risks that could derail corporate earnings.See omnystudio.com/listener for privacy information.
Transcribe →Korea Pullback: Buy the Dip or Wait and See?
2w ago00:10:06Tap to summarizeAfter surging over 120% from the start of the year to its peak in June, South Korea’s KOSPI index experienced severe volatility in July, enduring nine separate circuit-breaker halts amid a global pullback in semiconductor stocks. While heavyweights Samsung Electronics and SK Hynix led the initial AI-driven rally, the rapid rise of retail-driven single-stock leveraged ETFs amplified the subsequent market sell-off. Terence Ng, Associate Director of Equities at AIIMAN Asset Management, joins BFM’s Morning Brief to break down the mechanics behind the KOSPI’s extreme price swings.He discusses whether the recent slump offers an attractive entry point for long-term investors, how retail leverage impacted market stability, and where non-tech sector opportunities lie across Korean equities.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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