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.
76episodes
Episodes
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The Inflation Spectre in East Asia
2d ago00:11:29Tap to summarizeHow are the major East Asian economies - China, South Korea and Japan - navigating external headwinds? We analyse the latest economic data with Carlos Casanova, Senior Economist at UBP.See omnystudio.com/listener for privacy information.
Transcribe →War, AI & Markets
1w ago00:10:32Tap to summarizeOvernight, news that the US-Israel war on Iran may see a resolution spurred markets. However, this also comes as central banks turn more hawkish and companies continue to ramp up AI and tech spending. Tim Mulholland, President at TJM Limited, outlines how he thinks investor might position themselves going forward.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Inflation Numbers To Dictate Central Banks' Actions
1w ago00:11:55Tap to summarizeRecent positive news surrounding the US-Israel war on Iran have caused crude oil prices to drop, supporting equities but upcoming inflation data will dictate central banks' actions in the coming weeks. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his insights.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →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.
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