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.
133episodes
Episodes
Newest firstAll episodes
Can China's AI Rally Go the Distance?
2w ago00:09:07Tap to summarizeChina's technology sector has found a new source of optimism after memory chipmaker CXMT's blockbuster stock market debut reignited interest in the country's AI and semiconductor ambitions. But with global technology stocks facing valuation pressures and China's broader economy still uneven, investors are questioning whether the rally marks the start of a sustained recovery or a burst of speculative enthusiasm. Where are the best opportunities in China's equity market, and can the AI story drive the next leg of growth?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Asia Markets Face a Policy Crossroads
2w ago00:11:16Tap to summarizeInvestors are navigating a pivotal week for Asian markets, with the Federal Reserve weighing its next move, fresh US tariffs threatening regional trade, and China preparing to signal its economic priorities at the mid-year Politburo meeting. At the same time, leadership uncertainty at Bank Indonesia and a slight tightening by Singapore’s central bank are adding to the policy mix. What do these developments mean for growth, currencies, and investment across the region?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Markets Stage Turnaround But AI Still Faltering
2w ago00:11:26Tap to summarizeWorld equity markets recovered on the back of three nights of relative lull in the US-Iran war, although concern over AI and tech prospects kept the Nasdaq in negative territory for four straight sessions. Hebe Chen, a senior market analyst at Vantage Market, share her insights along with expectation from central bank rate decisions from the US and Australia.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Malaysia's Auto Market Shifts Up a Gear
2w ago00:08:07Tap to summarizeMalaysia's automotive sector has continued to outperform expectations, with vehicle sales rising in the first half of the year despite economic uncertainty. National brands remain dominant, but Chinese automakers are rapidly gaining market share while electric and hybrid vehicle adoption continues to accelerate. As the industry heads into the second half of the year, can strong demand withstand policy changes, inflationary pressures, and a slowing replacement cycle?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Markets Reassess the AI Boom
2w ago00:13:20Tap to summarizeInvestors are becoming less willing to overlook soaring AI spending by Big Tech, even as companies continue to post strong revenue growth - this is evident from the performance of the Nasdaq recently. Kingsley Jones, Chief Investment Officer at Jevons Global, share his perspectives on this and more.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Markets Navigate Oil, Fed and Tariff Risks
2w ago00:10:52Tap to summarizeInvestors are balancing a resilient US economy against rising geopolitical and policy risks, with higher oil prices, shifting Federal Reserve expectations, and renewed tariff uncertainty all shaping market sentiment. Semiconductor stocks have rebounded after a sharp sell-off, but questions remain over whether the recovery can be sustained. As markets head into a pivotal period, what should investors be watching across equities, commodities, and monetary policy?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Markets Watch Inflation and Central Banks
3w ago00:11:37Tap to summarizeRising US fuel prices, renewed geopolitical tensions, and a weakening Japanese yen are forcing investors to reassess the outlook for inflation, interest rates, and global markets. With the Federal Reserve expected to keep rates on hold for now and the Bank of Japan weighing further tightening, attention is turning to how central banks will respond to shifting economic conditions. What do these developments mean for currencies, bonds, commodities, and investors in the months ahead?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Cement And Aluminium: The Unsexy Backbone Of The Build-Out
3w ago00:09:38Tap to summarizeAI and data centres may grab the headlines, but someone has to supply the concrete and metal to build them. RHB Investment Bank has an Overweight call on Malaysia's basic materials sector, with top picks Press Metal and Malayan Cement offering an estimated 25–37% upside. Equity analyst Iftaar Rusli walks us through how a 4% stronger ringgit cuts both ways for producers, why Indonesia's coal regulations matter for Malayan Cement's margins, and whether post-war reconstruction in the Middle East could be the sector's next big order book.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Earnings, AI & Geopolitical Risks
3w ago00:10:00Tap to summarizeWhat can we expect from Wall Street's earnings season to AI-driven chip stocks, oil prices and US interest rates expectations? Tim Waterer of KCM Trade breaks down the key themes shaping global markets and what investors should be watching next.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →US Inflation Outlook in the Midst of War
4w ago00:11:01Tap to summarizeUS equities managed to register gains on comments from the Federal Reserve indicating that inflation may have peaked and should be edging down in coming quarters. Tony Nash, an economist at Main Street Alpha, shares some perspective on what to expect even as the Iran war continues to cast a shadow on US consumer prices going forward.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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