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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Bumpy Road Ahead for US Corporates
US reporting seasons is almost coming to an end and it was generally positive but what does forward guidance indicate? We ask Laurent Lequeue, independent market analyst and Writer of The Macro Butler Newsletter for his take on this and also if China will achieve its GDP target of 5% for 2024.
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Muted Guidance Points To A Slowdown In US Earnings
Although US earnings season has been generally been positive, corporate guidance has been more conservative. Tony Nash, CEO, Complete Intelligence tells us what this means for equity returns. We also try and dissect EV stocks to discern if there is value even amongst the Chinese auto players.
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The Malaysia Equity Rally Still Has Legs
The FBMKLCI has finally managed to be the best performing market in Asean on a year to date basis. Imran Yusof, Head of Research, MIDF tells us the reasons for this outperformance and if we should remain optimistic. We also delve into what are his top picks for Bursa Malaysia.
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Some Bright Spots In China's Economy
With the Hang Seng and Shanghai Composite Index rallying in the past few sessions, we ask Carlos Casanova, Senior Economist, UBP if this means that the concerns over a slowing economy in China are unwarranted. We also ask if the Fed has managed to pull off the amazing feat of getting the economy to achieve a Goldilock's moment.Image Credit: Shutterstock.com
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Look At The Cyclicals For The Summer Rally
With 80% of S&P500 companies reporting numbers better than expected, will earnings till surprise on the upside in coming quarters? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us his views whilst weighing in if there are still buying opportunities in Hong Kong and China even after the recent rally.
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What Does US Policy Rates Mean For Asia?
With the Federal Reserve maintaining the mantra of “Higher for Longer” with a strong US economy and sticky inflation, what does this mean for policy rates? And subsequently its implications on Asian rates and currencies. Ang Beng Kuan, Head of Investments, Hong Leong Islamic Asset Management tells us whilst weighing in on what fixed income investments are a good alternative to cash?
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