100 episodes
Market Watch BFM Media
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- News
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.
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Time For China To Turn On The Monetary Taps
In China, macro data for May has been mixed with industrial output lagging expectations, but retail sales beat forecast. We ask Carlos Casanova, Senior Economist at UBP if relaxing their monetary policy is a viable option whilst finding out what to expect from the all-important Plenum session in July.
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From Planter To LSS Player
As Malaysia marches towards its zero carbon goals by 2050, more opportunities have opened up in the renewable energy space. We speak to Ong Chee Ting, Regional Plantation Analyst, Maybank Investment Bank to find out whether RE will be a viable earnings opportunity for planters with their landbank which could be converted to large scale solar projects.
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US Markets Hit New High Thanks To Tech, Again
The S&P 500 and Nasdaq rose to new highs driven mainly by mega tech stocks. Jun Rong, Market Strategist at IG International tells us if this rally has legs or if there are similar opportunities in Asia. We also look at the correlation between the Japanese Yen and the Nikkei 225.Image Credit: drotbotdean / freepik.com
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Shareholders Back Musk Pay Package
Why have markets reacted positively to the hawkish tone of the Federal Reserve? How will Elon Musk's approved $56 billion pay package impact the share price of Tesla? We discuss this and more with Tim Mulholland of TJM Limited.
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Data Centres, A Game Changer For Malaysian Contractors
Prime Minister Datuk Seri Anwar Ibrahim has revealed that Malaysia has approved approximately RM115 billion worth of investments in data centres and cloud services. This is part of the country’s push to be a sustainable Artificial Intelligence Data Centre destination in South East Asia. We speak to Adam Mohamed Rahim, Equity Research Analyst, RHB Research for which contractors will stand to benefit from this trend.
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Fed Set To Cut Rates Once
It was a big day of data releases, with May's Consumer Price Index (CPI) followed by the Federal Reserve holding rates flat albeit signalling one rate cut this year. We unpack the implications of this with Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank and the timing of this cut considering the November US elections.
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