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.
144episodes
Episodes
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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.
Transcribe →Equity Markets Volatile As Iran Conflict Remains Unresolved
Apr 900:11:42Tap to summarizeEquity markets managed to remain buoyant with the latest developments in the West Asia conflict offering (very fragile) hope that would see the stabilisation of crude oil prices. Tim Waterer, Chief Market Analyst at KCM Trade, also discusses Australian equities amid a strengthening Australian dollar and a hawkish central bank there.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Ceasefire Announced, Markets Recover : But For How Long?
Apr 800:11:37Tap to summarizeEquities rallied across the world immediately after a two-week US-Iran ceasefire was announced, while crude oil prices tumbled 16%, its largest one-day drop since 2020. Tony Nash, CEO of Complete Intelligence, discusses what he anticipates as more details about these latest developments become clearer.Image Credit: Shutterstock.See omnystudio.com/listener for privacy information.
Transcribe →Asian Central Banks Brace for Inflation
Apr 500:14:33Tap to summarizeThe conflict in the Middle East has sent Brent crude oil prices above $USD100 for the better part of the past month. How will inflation risks weigh on Asian central banks whose countries rely on Gulf energy imports? We discuss this and other market-moving trends with Song Seng Wun, Economic Adviser at SDAX.See omnystudio.com/listener for privacy information.
Transcribe →Opportunities in Volatility
Apr 200:14:10Tap to summarizeWorld markets were again buffeted by news that the United States and Israel plan to continue attacking Iran, while a possible arrangement between Tehran and Oman to open up the Strait of Hormuz, provided some relief. Tim Mulholland, President of TJM Limited shares some insights into where to find investment opportunities.Image Credit: Shutterstock. See omnystudio.com/listener for privacy information.
Transcribe →Impact of Iran War on Malaysia's Construction Sector
Apr 200:07:40Tap to summarizeMalaysia's construction sector is bracing for moderate to significant disruptions as the US-Israel war against Iran threatens global supply chains and energy stability. Against that backdrop, what is the outlook for the sector and are there any buy ideas still for investors? Adam Mohamed Rahim, Equity Research Analyst, RHB Research will be discussing this.See omnystudio.com/listener for privacy information.
Transcribe →Equity Markets Rebound, But For How Long?
Apr 100:13:38Tap to summarizeEquity markets around the world have staged a strong rebound overnight, as crude oil prices decline on (tenuous) hopes that the US war on Iran may see an end. Vishnu Varathan, Head of Macro Strategy, Asia ex-Japan at Mizuho Bank, also discusses the latest economic figures as well as where the ringgit is heading, after recently weakening against the USD.Image Credit: Shutterstock.See omnystudio.com/listener for privacy information.
Transcribe →A Reality Check on Markets Rally
Mar 3100:12:15Tap to summarizeAre markets getting ahead of geopolitics? Laurent Lequeu, independent market analyst and writer of The Macro Butler Newsletter, breaks down the US rally on Iran de-escalation hopes, tracks oil above 100 dollars, and maps the rate path and recession risk.Image Credit: Shutterstock.See omnystudio.com/listener for privacy information.
Transcribe →Iran War Key Risk to Malaysia's Consumer Sector Outlook
Mar 3100:08:08Tap to summarizeThe rise in global oil and gas prices has raised questions about inflation and its effect on consumer sentiment. How resilient is the Malaysian consumer sector to navigate the potential headwinds? We discuss the sector outlook with Sabariah Akhair of BIMB Securities Research.See omnystudio.com/listener for privacy information.
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