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.
73episodes
Episodes
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West Asia Uncertainty Still Dictates Market Direction
1w ago00:10:22Tap to summarizeNews that there might be a resolution to the US-Israel war on Iran has been dominating market sentiment with the latest (conflicting) updates causing equities to rise and crude oil to fall. Laurent Lequeu, an independent market with the Macro Butler newsletter shares his insights on what sectors to pay attention to.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Consider Opportunities in Asia Tech
2w ago00:11:51Tap to summarizeAsian indices like the Taiwan Index and South Korea's Kospi have rallied on the back of the global AI boom. How attractive is the Asia tech hardware sector for investors? David Chow of Azure Capital weighs in on this and other market trends.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Malaysia's Real Estate Reality Check
2w ago00:08:19Tap to summarizeMalaysia’s property sector began 2026 relatively stable footing, supported by healthy earnings visibility and strong sales secured over the past two years. But fresh macro data is beginning to paint a more cautious picture. Jessica Low a senior analyst at MBSB Research shares her outlook for this sector, the key risks ahead, and where she still sees value.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Interest Rates Direction vs Economic Data
2w ago00:11:31Tap to summarizeS jobless claims data released yesterday indicate that layoffs remain muted while in Australia, the unemployment rate jumped to 4.5% in April to reach the highest in about 4½ years. Tim Waterer, Chief Market Analyst at KCM Trade, shares his insights on this would guide the decisions of the US Federal Reserve and the Reserve Bank of Australia.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →US Interest Rate Direction & Tech Results
2w ago00:10:46Tap to summarizeOvernight, the US Federal Reserve's Federal Open Market Committee's meeting minutes were released yesterday, while results from Nvidia came in above expectations. Tony Nash, CEO of Complete Intelligence, joins us to analyse what these developments might signal for markets ahead.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Bond Markets Raise Alarm Over Inflation Risks
2w ago00:09:29Tap to summarizeGlobal bond yields have risen over concerns that central banks will be forced to hike interest rates in the wake of the ongoing Hormuz blockade. What does this mean for the outlook of regional equities? We discuss market trends with Dilin Wu of Pepperstone.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →FX Winners and Losers in Gulf Crisis Fallout
2w ago00:08:44Tap to summarizeOver the past month, Asian FX have been roiled by the ongoing conflict in Iran, with currencies like the South Korean won and Japanese yen trending lower, but our ringgit has managed to maintain strength this year. Stephen Chiu, Chief Asia FX and Rates Strategist, Bloomberg Intelligence joins us to talk about how currencies in the region will perform in the current quarter.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →US Fed Now Expected to Hike Rates?
2w ago00:10:54Tap to summarizeThe likelihood of the US Federal Reserve raising interest rates has gone up by 40% according to the Fed Funds futures market. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares his views on this as well as what sectors to look at going forward.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Markets Underwhelmed by Trump-Xi Summit
3w ago00:11:31Tap to summarizeGlobal markets closed in the red following the historic summit between Presidents Trump and Xi Jinping after lackluster announcements. With the Strait of Hormuz blockade ongoing, how should investors position their portfolios? Kingsley Jones of Jevons Global weighs in.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →How Much Further Can Asian Tech Go?
3w ago00:10:55Tap to summarizeIs the remarkable resilience of Asian markets a sign of structural strength or just a high tech mask for deeper vulnerabilities? While the MSCI Asia Pacific index hovers near record levels, the momentum is dangerously concentrated in a single sector. Aidan Yao of Amundi joins the show to unpack why risk of complacency by investors and whether the AI Memory Supercycle has entered bubble territory.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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