100本のエピソード

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

    • 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.

    It's Malaysia's Time Finally

    It's Malaysia's Time Finally

    With US market valuations getting expensive due to the recent rallies, we ask if there are other markets which are undervalued and offer more upside. Tony Nash, CEO of Complete Intelligence gives us that answer whilst telling us if India will benefit from this 1+1 strategy.

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    • 13分
    China Heading For A Rebound

    China Heading For A Rebound

    Chinese equities markets rebounded strongly after the Lunar New Year holidays on the back of stimulus. Carlos Casanova, Senior Economist, UBP tell us if this momentum can continue as we await PPI data that will be released on later this week. He also shares his views on the Ringgit and is the claims of its weakness exaggerated?

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    See omnystudio.com/listener for privacy information.

    • 13分
    Europe Continues To Present Opportunities

    Europe Continues To Present Opportunities

    With the benchmark Stoxx 600 index reaching a two-year high, European markets look bullish with opportunities abound. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management breaks down the underlying themes, and weighs in on the UK including the FTSE and Sterling Pound.
    See omnystudio.com/listener for privacy information.

    • 13分
    Get Ready For The Year End China Rally

    Get Ready For The Year End China Rally

    Since the beginning of the year, the Chinese government has been introducing stimulus measures almost on a weekly basis. We speak to Kingsley Jones, Chief Investment Officer at Jevons Global if this means it is time to bottom fish the Chinese equity market. We also look at the other potential winners of AI other than the obvious winner, Nvidia.

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    • 14分
    AI Bubble in The Making?

    AI Bubble in The Making?

    On the back of Nvidia's results, technology stocks had another boom propelling US markets to new highs. We ask Tim Mulholland, President, TJM Limited, Chicago if this boom is reminiscent of the internet boom in 2000.

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    • 13分
    The Delicate Balance Between Fiscal Discipline and Goodies for All

    The Delicate Balance Between Fiscal Discipline and Goodies for All

    Thailand and Indonesia with new heads of state are both proposing a raft of goodies but can government coffers afford to? Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us his views whilst weighing in on the most recent FOMC minutes.

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    • 12分

ニュースのトップPodcast

NHK (Japan Broadcasting Corporation)
日本経済新聞社
ニッポン放送
BBC World Service
ニッポン放送
NHK WORLD-JAPAN

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