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Market Watch

BFM Media

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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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Security Market Watch

Josh Bruyning

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Security Market Watch is about obtaining cybersecurity industry trends, analysis, and insights from vetted sources. We interview professionals with fingers on the pulse of what's happening in their slice of the industry, bringing our listeners information needed and necessary to make informed decisions. Whether you're a startup organization looking for market insights or a CIO/CISO facing the immense challenges of a regulatory landscape, this is the show for you.
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MD Market Watch Podcast

MD Financial Management

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Join MD's Multi-Asset Management team as they examine investment strategies, current events, and macroeconomic trends. MD Financial Management aims to help Canadian physicians and their families achieve financial well-being.
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FBMKLCI Starts On The Right Note, Can That Continue? 7:50

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2024 started on the right note for the Malaysian equity market with a year-to-date gain of 9%. Only beaten by Vietnam but doing much better than other ASEAN markets like Singapore, Philippines, Thailand and Indonesia, Imran Yusof, Head of Research, MIDF gives us the outlook for the rest of the year and what stocks to pay attention to. Image Credit:…
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SMW Stories Episode 25 - Tina Williams-Koroma, CEO and Co-Founder - CyDeploy 20:14

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Join us as Tina unpacks the challenges and triumphs of transitioning from a service-based to a product-based business. From navigating the complexities of venture capital to balancing technical oversight with strategic planning, Tina's experiences offer invaluable lessons for aspiring entrepreneurs. She highlights the critical importance of a stron…
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US Elections Non-Event For Markets 12:58

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Stock market sentiments have been somewhat mixed ahead of the release of May PCE data, the Fed's preferred inflation gauge. Why are investors being cautious and what's the best portfolio strategy ahead of US November elections? We discuss these trends with Tim Mulholland of TJM Limited. Image Credit: Shutterstock.com See omnystudio.com/listener for…
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Will China's Third Plenum Excite Markets? 12:18

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China’s 618 e-commerce festival saw sales fall by 7% on-year, down for the first time since 2016. Amid weak domestic consumption and an ongoing property slump, will China's upcoming third plenum provide positive impetus for the economy and markets? We discuss these trends and more with Jack Kouzi of VFS Group. Image Credit: Shutterstock.com See omn…
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Markets Won't Stay Sanguine On US Elections 11:34

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This week, markets will be closely watching the Fed Reserve’s preferred inflation gauge, namely the Personal Consumption Expenditure (PCE) index for May, which will be out on Friday morning US time. How will the inflation data shape the Fed's next moves? We discuss this and more with Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth…
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A Turning Point For SREITS 9:18

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On a year to date basis, Singapore Reits continue to underperform with a return of -14% versus the broader FBMKLCI gain of 1.7%. This as the spread between the average yield of SREITs and the risk-free rate has narrowed but is it time to bottom fish? Krishna Guha, Analyst, Maybank Securities tells us whilst giving us pointers on how to spot a quali…
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Is There Still Room for Upside with Nvidia? 12:57

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AI darling Nvidia ended the previous trading week down 6.6%, losing its place as the world’s most valuable company to Microsoft. With sky-high valuations, should investors take money off the table or HODL? We discuss this and more with Kelvin Wong of OANDA. Image Credit: Freepik.com See omnystudio.com/listener for privacy information.…
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Gold, Remains The Safe Haven Asset 11:57

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In a year with more than 80 elections due to take place, have markets priced in the political risk. Laurent Lequeue, Independent Market Analyst gives us his answer whilst we delve into when the Fed will start cutting rates considering the spate of weak US economic data. Image Credit: freepik.com See omnystudio.com/listener for privacy information.…
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A Correction is Healthy, Take Advantage of It 9:13

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In the last month, the FBMKLCI has corrected by 2.1%. Is this just a healthy correction or the end of the rally we enjoyed since the beginning of the year. Sean Yap, CEO, M&A Value Partners Asset Management tells us what is the investment strategy to adopt and the sectors that we should pay attention. Image Credit: Shutterstock.com See omnystudio.c…
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Time For China To Turn On The Monetary Taps 13:21

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In China, macro data for May has been mixed with industrial output lagging expectations, but retail sales beat forecast. We ask Carlos Casanova, Senior Economist at UBP if relaxing their monetary policy is a viable option whilst finding out what to expect from the all-important Plenum session in July. Image Credit: shutterstock.com See omnystudio.c…
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From Planter To LSS Player 9:38

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As Malaysia marches towards its zero carbon goals by 2050, more opportunities have opened up in the renewable energy space. We speak to Ong Chee Ting, Regional Plantation Analyst, Maybank Investment Bank to find out whether RE will be a viable earnings opportunity for planters with their landbank which could be converted to large scale solar projec…
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US Markets Hit New High Thanks To Tech, Again 12:54

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The S&P 500 and Nasdaq rose to new highs driven mainly by mega tech stocks. Jun Rong, Market Strategist at IG International tells us if this rally has legs or if there are similar opportunities in Asia. We also look at the correlation between the Japanese Yen and the Nikkei 225. Image Credit: drotbotdean / freepik.com See omnystudio.com/listener fo…
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Data Centres, A Game Changer For Malaysian Contractors 10:14

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Prime Minister Datuk Seri Anwar Ibrahim has revealed that Malaysia has approved approximately RM115 billion worth of investments in data centres and cloud services. This is part of the country’s push to be a sustainable Artificial Intelligence Data Centre destination in South East Asia. We speak to Adam Mohamed Rahim, Equity Research Analyst, RHB R…
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Fed Set To Cut Rates Once 12:45

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It was a big day of data releases, with May's Consumer Price Index (CPI) followed by the Federal Reserve holding rates flat albeit signalling one rate cut this year. We unpack the implications of this with Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank and the timing of this cut considering the November US elections. Image Credit: stock…
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The Potential Of Vietnamese Middle Class 8:33

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Vietnam is one of the rising star economies in Southeast Asia, with GDP growth projected between 5 to 6% this year. Its stock market has also outperformed the broader region, with returns up 14% on a year to date basis. However what do we know about their growing middle class? Lance Noble, Head of China Reality Research at CLSA tells us on the back…
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At the Cusp Of The AI Boom 12:16

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Apple share price rallied 7% yesterday albeit not immediately after their Worldwide Developers Conference (WWDC) event which took place on Monday. We ask Jack Kouzi, Director for Strategy, VFS Group why the delayed reaction and are their AI announcements the much needed catalyst after a sluggish performance this year. Image Credit: shutterstock.com…
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Data Points To Manageable Inflation 12:33

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This week, there is a flurry of US data which will point to if the Federal Reserve has got a handle on inflation. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective and what this means for the Fed Fund rate whilst weighing in on the defensive options. Image Credit: vecstock/ freepik.com See omnystu…
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Banking Sector Chugging Along Nicely 7:31

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First quarter result season for banks has just concluded. Chan Jit Hoong, Senior Analyst, Hong Leong Investment Bank tells us about the quality of earnings and if we can expect any negative surprises for 2024 whilst weighing in on his top buy ideas. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…
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Property Sector Set To Scale New Highs 8:08

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The Bursa Malaysia Property Index is up 30% on a year-to-date basis, so are there legs to this rally? Does the recently concluded result season give us clues on this? Jessica Low, Analyst, MIDF Research tells us and what are her top picks to the sector. Image Credit: freepik.com See omnystudio.com/listener for privacy information.…
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US Economy Is Just Too Strong 12:10

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US non-farm payrolls came in at 272,000 in May, beating consensus forecast of 190,000, while wages rose 4.1% YoY, an uptick from April’s 3.9% increase. Is the US economy too strong and what does this mean for the Fed Fund rate. We ask Tim Waterer, Chief Market Analyst, KCM Trade for his views on this and whether the AI investment theme is relevant.…
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