100 episodes

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.

Market Watch BFM Media

    • 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.

    Markets Overplay Election Risk

    Markets Overplay Election Risk

    In a year where there are at least 40 elections with the UK, EU and of course the US heading to the polls, should election risk factor into the investment strategy? Kingsley Jones, Chief Investment Officer at Jevons Global tells us his perspective while weighing in on the recent share price surge of Nvidia and if this means that tech is overvalued.

    Image Credit: freepik.com
    See omnystudio.com/listener for privacy information.

    • 12 min
    India Markets, Opportunities Still Exist

    India Markets, Opportunities Still Exist

    After the surprising outcome of the Indian election, the equity market corrected sharply. We speak to Pramod Amthe, Head Of Institutional Equity Research at InCred Capital on what investment strategy to adopt and the top picks for what may be a volatile market.Image Credit: Shutterstock.com
    See omnystudio.com/listener for privacy information.

    • 7 min
    Nvidia, Hype Or Reality

    Nvidia, Hype Or Reality

    Nvidia is now the 2nd most valuable company in the world after Microsoft. Is this title deserved?
    Tony Nash, CEO, Complete Intelligence answers that questions whilst also explaining why US bond yields are falling.Image Credit: Shutterstock.com
    See omnystudio.com/listener for privacy information.

    • 12 min
    Q1 Results Bode Well For Malaysian Equities

    Q1 Results Bode Well For Malaysian Equities

    What are the key takeaways from corporate Malaysia's first quarter earnings results? We check in with Chehan Perera of CGS international for his impressions and whether it warrants an upgrade on the FBMKLCI year end target.Image Credit: Diloka Studio / Freepik.com
    See omnystudio.com/listener for privacy information.

    • 7 min
    Watch The Data For Fed Fund Rate Direction

    Watch The Data For Fed Fund Rate Direction

    This week, U.S. economic data was slightly negative causing US treasuries yields to rise as investors took it as  a sign that the Fed will raise rates. 
    Carlos Casanova, Senior Economist, UBP tells us if markets are right and what knock on effect it will have on Asian rates and currencies.Image Credit: Shutterstock.com
    See omnystudio.com/listener for privacy information.

    • 11 min
    Buy Quality Companies When Markets Correct

    Buy Quality Companies When Markets Correct

    A correction is not implausible as the US heads for an election in November as political risk weighs down on sentiment. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what strategy we should adopt to prepare for that whilst we ask if the US dollar still remains a safe haven asset.Image Credit: Shutterstock.com
    See omnystudio.com/listener for privacy information.

    • 13 min

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