Market Watch

BFM Media
  • 3.5 (2)
  • BUSINESS NEWS
  • UPDATED DAILY
Market Watch

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.

  1. 1 DAY AGO

    Nvidia, The FOMO Trade

    Nvidia results beat expectations but yet markets were slightly disappointed as growth was not at the higher end of the range. We ask Tony Nash, CEO, Complete Intelligence if Nvidia is still the stock that cannot be ignored despite the expensive valuations and return of 200% on a year to date basis.Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

    12 min

  2. 2 DAYS AGO

    December Rate Cut Still In The Cards

    Carlos Casanova, Senior Economist at UBP, shares his perspective on the likelihood of the Fed embarking on the December rate cut and whether China's recent uplift in consumer sentiment reflects a sustained economic recovery. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

    13 min

  3. 3 DAYS AGO

    Turning More Cautious On India

    The Indian equity markets have corrected sharply from the recent highs in September as foreign investors sold USD13bn of equities. We ask Pramod Amthe, Head Of Institutional Equity Research, InCred Capital if this selloff is a buying opportunity and what investment strategy to adopt. In addition, we ask about the impact of a Trump Presidency with its 60% tariff plans and 20% import duties on the Indian economy. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

    10 min

  4. 3 DAYS AGO

    Fed, In A Tight Spot

    With inflation sticky and potentially rising next year, what choices does the Federal Reserve have when it comes to the pace and quantum of rate cuts? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective whilst we ask what investment strategy to adopt in the coming months ahead of a new US President.Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

    13 min

  5. 4 DAYS AGO

    US Exceptionalism Remains

    US markets are taking a breather after the recent Trump rally. We ask Laurent Lequeu, Independent Market Analyst, and writer of The Macro Butler Newsletter tells us how markets will behave till the end of the year and if other markets offers investment opportunities as US market valuations start to look expensive.Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

    10 min

  6. NOV 14

    Pace Of Cuts In 2025 Uncertain

    After Fed Chair, Jerome Powell said that the US economy is in good shape and is in no hurry to cut rates, the market took a dip. We ask Tim Mulholland, President, TJM Limited, Chicago, what this means for US monetary policy and how we should position portfolios for 2025. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

    12 min

  7. NOV 13

    Trump Tariffs Might Be Good For Asia

    Although there remains much uncertainty over Donald Trump's economic policies, what are the implications for Asia? We pose this question to Peter Lim, Chief Research Officer, Trident Analytics, and also ask him specifically if there are any Trump trades here in Malaysia. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

    11 min

  8. NOV 12

    Waiting For Trump And His Policies

    The US will be reporting CPI, weekly jobless claims, retail sales and industrial production this week. All of which help paint a picture of the economy but are markets still paying attention? Song Seng Wun, Economic Advisor, CGS International Securities tells us his perspective whilst giving us his perspective on the Chinese economy Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.

    13 min
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Ratings & Reviews

3.5
out of 5
2 Ratings

About

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.

Information

  • Creator
    BFM Media
  • Years Active
    2014 - 2024
  • Episodes
    111
  • Rating
    Clean
  • Copyright
    © 2024 BFM Media Sdn Bhd
  • Show Website
    Market Watch

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