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.
142episodes
Episodes
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Market Momentum Could Stall in 2H2026
Apr 1900:12:11Tap to summarizeGlobal markets continue to rally despite the uncertainty in the Strait of Hormuz, partially driven by robust first quarter earnings results. But can this momentum last if the Gulf conflict is prolonged? We discuss this and other market trends with Kingsley Jones of Jevons Global.Image Credit: Shutterstock.See omnystudio.com/listener for privacy information.
Transcribe →Healthcare Enters a New Growth Cycle
Apr 1900:10:24Tap to summarizeMalaysia’s healthcare sector is entering a new phase driven by an ageing population, rising demand for specialist care, and growing pressure on public systems. As private operators step in to fill capacity gaps and global disruptions reshape supply chains, what is the outlook for the sector, and where are the key opportunities and risks for investors?Image Credits: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Upside for CPO in High Crude Price Environment
Apr 1600:08:44Tap to summarizeThe local palm oil plantation sector is entering a critical period of high volatility with inventories hitting a seven-month low and CPO prices surging nearly 19% in March. Jacquelyn Yow, Analyst, CGS International discusses whether upcoming demand catalysts like Indonesia’s B50 mandate can sustain this momentum or if rising production will soon weigh on the market.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →US Markets Break Records Amid War Mixed Messaging
Apr 1600:12:06Tap to summarizeBoth the S&P 500 and Nasdaq registered record closing highs this week despite ongoing turmoil in the Gulf. Are US markets underpricing the risks from the war in Iran? We discuss market trends with Tim Mulholland of TJM Limited.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →How Resilient are Singapore Equities?
Apr 1500:07:43Tap to summarizeThe Straits Times Index (STI) started 2026 on a steady footing, rising about 5.1% in the first quarter, even as global markets moved unevenly. But what’s driving this resilience, and is it built to last? We discuss this with Geoff Howie, Market Strategist, Singapore Exchange.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →What GDP Downgrades Mean for Markets
Apr 1500:12:05Tap to summarizeThe World Bank and the International Monetary Fund recently signalled slower global growth as a result of the US-Israel war on Iran, now into its seventh week. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his insights into the impact on financial markets, especially emerging economies that seem to be less severely impacted.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →US Earnings Season Spur Investor Sentiment
Apr 1400:11:45Tap to summarizeUS markets rallied despite little breakthrough in US-Iran ceasefire talks. What's driving investor optimism and what are the key takeaways from the major US bank earnings so far? We discuss market trends with Joseph Sroka of NovaPoint Capital.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Market Volatility: Hold Steady or Hoard Cash?
Apr 1300:11:33Tap to summarizeUncertainty remains the theme as a fragile two-week ceasefire between Iran and the US remains in focus, despite a blockade of Iranian ports and vessels by the American navy. Peter Lim, Chief Research Officer, Trident Analytics, share his take on the best asset allocation strategy in these volatile times.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →KLCI at 1,700: Can the Rally Sustain?
Apr 1200:09:21Tap to summarizeAfter a strong rally earlier in the year that saw the FBM-KLCI breach 1,700 points for the first time in seven years, the market appears to have entered a consolidation phase. As the index hovers near this multi-year high, Ng Zhu Hann, CEO & Founder, Tradeview Capital explores whether the momentum can hold and which specific stocks investors can consider buying.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Caution Ahead as Volatility Persists
Apr 1200:12:52Tap to summarizeWeekend developments in the US-Israel war in Iran continue to dictate the direction of commodities and equities markets, following the failure of both sides to advance the two-week ceasefire. Kingsley Jones, the Chief Investment Officer at Jevons Global, shares his perspectives on asset allocation in this time of great uncertainty and volatility.See omnystudio.com/listener for privacy information.
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