100本のエピソード
Market Watch BFM Media
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- ニュース
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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Is The Tech Bull Now A Bear?
Starting from its peak, the Nasdaq 100 has corrected by more than 7%. Is the tech rally being affected by the recent disappointing results from Tesla and Alphabet? Tim Mulholland, President, TJM Limited from Chicago gives us his perspective whilst weighing in on the Japanese equity market.
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AI And The Impact On Malaysian Healthcare Sector
A key trend in healthcare is the growing use of Artificial Intelligence (AI), expected to transform the sector in various ways. Given these developments, what are the prospects for Malaysia's healthcare sector and which listed companies stand to benefit? Imran Yusof, Head of Research at MIDF Investment Bank gives us those answers.
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Japan's Multiple Economic Challenges
The Yen has rallied the most since May as investors unwind the carry trade. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank what challenges this puts on the Bank of Japan as they attempt to raise rates and taper their bond purchasing program.Image Credit: shutterstock.com
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The Auto Sector Is Revved Up
The auto sector is in fifth gear with the Malaysian Automotive Association (MAA) boosting its 2024 vehicle sales forecast to 765,000 units. Daniel Wong, Analyst at Hong Leong Investment Bank tells us the reasons for this uptick in sales. We also dive into which of the listed companies stand to benefit.
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In China Or US, Tech Is Still A Buy
The earnings season of the Magnificent Seven has started with a tale of two halves. Alphabet doing better than expected while Tesla disappointed. We ask Jack Kouzi, Director for Strategy, VFS Group as to how to interpret these contrasting set of results and what does this mean for the sector overall.
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US Tech Still Miles Ahead
With Joe Biden pulling out of the US Presidential race, political risk has increased for markets. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, how markets will react till November and what safe haven assets to consider.
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