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.
141episodes
Episodes
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Asia's Rally Returns as Oil Fears Fade
Jun 1700:07:25Tap to summarizeAsian markets have regained momentum after easing tensions in the Middle East helped drive oil prices lower and improve investor sentiment. At the same time, strong export data from Singapore, continued strength in South Korea's semiconductor sector, and resilient earnings in Japan are reinforcing the region's growth outlook. As investors shift their focus back to fundamentals, where are the best opportunities in Asia today, and which markets are best positioned to benefit from the next phase of growth?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Can Markets Sustain the Post-Peace Rally?
Jun 1700:11:13Tap to summarizeMarkets are reassessing the outlook after the Federal Reserve held rates steady and signs emerged of a possible peace agreement between the United States and Iran. Lower oil prices and easing geopolitical tensions have improved sentiment, but investors are also weighing the implications of the first policy signals from new Fed Chair Kevin Warsh. As attention shifts back to growth, inflation, and interest rates, can the current rally broaden further, or do significant risks still threaten market stability?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Markets Cheer Peace, But What's Next?
Jun 1500:11:49Tap to summarizeGlobal markets have rallied after reports of a peace agreement between the United States and Iran, easing concerns over energy supplies and helping drive a renewed risk-on mood across equities. With the Strait of Hormuz expected to reopen, oil prices have retreated, gasoline costs are falling, and investors are reassessing which sectors stand to benefit most from a more stable geopolitical environment. At the same time, attention is shifting back to fundamentals, including the first Federal Reserve meeting under new Chair Kevin Warsh, the outlook for interest rates, and whether the market's AI-driven leadership can continue as the rally broadens.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Have Markets Fully Priced in the Gulf Ceasefire?
Jun 1400:12:19Tap to summarizeGlobal markets were positive at the end of last week on the back of the SpaceX IPO and signals of an imminent US-Iran ceasefire deal. Have the markets fully priced in the potential reopening of the Strait of Hormuz, or does the rally have legs? We discuss the market outlook with Kingsley Jones of Jevons Global.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Tech Stocks Gain, Iran Deal "Likely", What's Next?
Jun 1100:11:25Tap to summarizeThe likelihood of a solution to the war in Iran sparked a rebound in the markets, led by tech stocks that have been sold off in the past few sessions. Tim Mulholland, President at TJM Limited, talks about the underlying economic data that will still guide central banks' interest rate decisions in the coming weeks.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Emergency Rate Hike Puts Indonesia Under Pressure
Jun 1000:08:08Tap to summarizeIndonesia’s central bank has delivered its first off-cycle interest rate hike in eight years after the rupiah fell to record lows against the US dollar. The move follows a series of interventions and comes amid growing pressure from global volatility, higher energy prices, and concerns over domestic economic policy. With policymakers now prioritising currency stability, investors are asking whether this is simply a response to external shocks, or a deeper test of confidence in Indonesia’s economic outlook.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Tech-led Selloff Fails To Rebound : What Next?
Jun 1000:09:34Tap to summarizeWorld markets ended in the deep red with the selloff on semiconductor, tech and AI plays continuing. Consumer price results from the US also indicate that inflation remains an issue for the interest rate outlook, while the Iran war appears to have escalated. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, helps us make sense of these developments.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Q1 Earnings Under Pressure?
Jun 900:07:25Tap to summarizeThe 1Q2026 earnings season has now wrapped, and while the period is traditionally softer due to festive holidays, this quarter saw an even more compressed business calendar with both Chinese New Year and Hari Raya falling within the reporting period. Jeremy Goh, Head of Research, Hong Leong Investment Bank, shares his insights into this.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Tech Rebound Fails, Markets Falter Again
Jun 900:11:10Tap to summarizeWall Street stocks appear to be struggling to find its footing following last week's tumble as investors remain nervous that the AI-driven run in chips had risen too far, too fast. Joseph Sroka, Chief Investment Officer at NovaPoint Capital helps us make sense of these developments.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
Transcribe →Markets Recover, Uncertainties Remain
Jun 800:11:14Tap to summarizeWall Street staged a mild tech-related recovery following a more than 5% decline on the Nasdaq, over the previous three sessions. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, analyses the events of the past few days and how they might guide investment decisions.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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