With Asian central banks slowing their pace of rate cuts, what impact will it have on the operations and financials of Asean's financial insitutions? Rena Kwok, Credit Analyst, Asian Financials, Bloomberg Intelligence gives us her perspective whilst telling us if we can expect a deterioration in loans growth and asset quality.

Image Credits: Shutterstock.com

See omnystudio.com/listener for privacy information.

With the possibility of stagflation in the US, what asset classes will outperform? Laurent Lequeu, Independent Market Analyst & Writer of The Macro Butler Newsletter tells us his answers whilst we try to understand why the German and French equity markets are rallying despite their weak domestic economies.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Recently the listed glove makers have rallied on the back of Malaysian companies benefiting from the US tariffs being imposed on Chinese counterparts. We ask Oong Chun Sung, Equity Research Analyst, RHB Investment Bank if all the good news has been priced in and what his top picks are.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Asian markets are surprisingly more volatile than the US despite the very tight Presidential elections. We ask Patrick Chang, Chief Investment Officer for Affluent Products and Propositions, CIMB Bank Berhad, whether this American exceptionalism exists. We also explore other investment opportunities in China and Asia.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

A busy week for US economic data with PCE, initial jobless claims and non-farm payrolls due but do markets care since elections take place soon. Clifford Bennett, Independent Economist tells us his perspective whilst weighing in on the impact of the Japanese elections on the yen.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

Palm oil prices surged to their highest levels since July 2022 last week, with crude palm oil futures closing at 4,533 ringgit per tonne on Friday. However is this price trend sustainable and will 2025 see new record prices? Chye Wen Fei, Research Analyst, HLIB Research gives us her perspective whilst giving us her top picks for the sector.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

US Markets appear increasingly jittery of late despite a rather decent earnings season. We ask what is dragging sentiment down? Tim Waterer, Chief Market Analyst, KCM Trade tells us his perspective whilst we uncover why Australia has been on the rise recently.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

Wall Street has chalked up a three-day losing streak, gold is hovering at all time highs, corporate earnings are a mixed bag and crude oil prices are volatile. Tony Nash, CEO of Complete Intelligence shares his insights on what's moving markets and what to expect with the upcoming release of US new home sales and jobless claims data.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

A long list of mega projects were notably absent during the tabling of Budget 2025. What does this mean for the construction sector which is usually a sector that benefits. Loong Chee Wei, Head of Research, Affin Hwang Investment Bank gives us his perspective whilst giving his top picks.

Brought to you by Mah Sing. Reinvent Spaces. Enhance Life.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Investors are optimistic that US equities can continue to rally into 2025 buoyed by a healthy US economy. Could this projection be upended by the November elections? We discuss the economic trends with Carlos Casanova of UBP.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

US elections will be held in two weeks leading to volatile markets but in the longer term will US equities outperform? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his answers whilst weighing in on the impact of Chinese banks cutting their benchmark lending rates on capital markets.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

How are investors digesting the provisions of Budget 2025 - will this be a net positive or negative for the FBM-KLCI? We discuss the market implications of the budget, as well as sectors that stand to gain most with Alex Chia of RHB Investment Bank.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Major names in Big Tech will be reporting their quarterly earnings this week, including Alphabet, Microsoft, Meta and Apple. How will these results shape the appetite for tech stocks moving forward? We discuss the expectations and other global market trends with Kingsley Jones of Jevons Global.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management articulates whether the recently announced tariffs will put an end to the US bull run and if we anticipate investor sentiment shift towards Emerging Asia.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Singapore’s 3rd quarter GDP surprised markets with the economy growing 4.1% thanks to strong exports. What then does this mean for equity markets and who stands to benefit from this? Geoff Howie, Market Strategist, Singapore Exchange gives us his views whil we also ask if there are any winners from China’s stimulus measures.  

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

US retail sales surprised on the upside, indicating the resilience of the consumer. How will this influence the Fed Fund rate direction? Tim Mulholland, President, TJM Limited gives us his perspective whilst we take a deep dive on US banking results.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

The TIV for the last nine months of 2024 is higher than 2023 but the momentum of sales has been slowing. We ask Daniel Wong, Analyst, Hong Leong Investment Bank for his outlook, his top picks and would there be any goodies for the sector in Budget 2025.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Japan heads to the polls on 27 October with early polls suggesting that LDP might lose their current majority. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank if that has any impact on the yen and the economy whilst also understanding the reason for the rate cut by the Bank of Thailand.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

Since September, the Chinese government has been annoucing a series of fiscal and monetary stimulus measures to revive the economy and resolve the long term structural issues. We ask Song Seng Wun, Economic Advisor, CGS International Securities as to whether these measures are sufficient and if not, what else we can expect.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

The return of the FBMKLCI on a year-to-date basis has surprised many investors, up 12% in Ringgit terms and more than 20% in US dollar terms. However, the index appears to be trading in a narrow range tilted to the downside. Kenny Yee, Head of Research at Rakuten Trade tells us what are the catalysts that might cause a rerating of the market and what are his top buy ideas.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

As the US corporate earnings season gathers steam, stock markets have been chalking up gains and setting new records. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, shares his insights into how investors can take advantage of market volatility to score some gains.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

Typically Malaysian Budgets are full of goodies of the construction sector with a list of infrastructure projects. Will Budget 2025 be a repeat of this and which contractors stand to benefit? Adam Mohamed Rahim, Equity Research Analyst, RHB Research tells us.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

With less than a month to go to US elections, how will markets trade? We ask Kelvin Wong, Senior Market Analyst, OANDA that question and his thoughts on the recent results from US Banks.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

China's Minister of Finance is scheduled to deliver a press briefing on Saturday. Could markets get good news on fiscal stimulus? Yeap Jun Rong of IG International weighs in on what to expect for Chinese equities and also discusses the outlook for the US economy following the latest CPI print.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

Markets remained volatile as President Donald Trump issued and then delayed tariffs against Mexico and Canada. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what investment strategy to adopt in light of the policy changes and if we should consider European markets or gold as alternatives.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Japan's Nikkei 225 Index has registered a gain of nearly 20% year-to-date in a 2024 that saw it swing more than 10,000 points in the space of a month between July and August. Andrew Jackson, Head of Japanese Equity Strategy at Ortus Advisors share his insights into the factors moving markets in Japan and what we might expect going forward.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

In the past month, crude palm oil (CPO) prices have appreciated about 10%, bringing it to 4289 ringgit per tonne. We will explore the outlook of the local palm oil sector with Hoe Lee Leng, Head of Regional Plantations, RHB Investment Bank whilst also looking at her top picks for the sector.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

Major banks will kick-off the third quarter earnings season this Friday. What are the trends to watch and are investors back to chasing Big Tech stocks? We get market insights from Tony Nash of Chief Intelligence.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

With the U.S. presidential election looming in November, and another round of rate cuts by the Fed expected, how might these factors affect fixed income markets? Jesse Liew, Chief Investment Officer, Asean Fixed Income of Principal discusses these issues with us.

This Market Outlook is brought to you by Principal.

See omnystudio.com/listener for privacy information.

China’s national development and reform commission announced a series of fiscal measures but do they go far enough to resolve some of the structural issues the country faces? Carlos Casanova, Senior Economist at UBP give us his perspective whilst we also discuss the Yen which has been volatile of late.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

The FTSE ASEAN 40 index is up by over 11% YTD but the bloc have not performed uniformly well with Indonesia and Thailand the laggards while Philippines, Malaysia and Singapore were the outperformers. We ask Khoo Hsien Liang, Senior Portfolio Manager, AHAM Capital for which markets will continue to outperform and why.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

Chinese equities markets reopen after the Golden Week Holiday. If the performance of the Hang Seng Index is an indicator of what is to come, will Chinese markets rally further? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective whilst we also ask what we can expect on the upcoming US result season.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Until very recently, the best performing market in Asean was Malaysia till Philippines stole that title with the PSEi index up by 16% on a year to date basis compared to the FBMKLCI’s return of 12%. We check in with Imran Yusof, Head of Research, MIDF as to whether there is still upside to the Malaysian equity market, what investment strategy to adopt and the top buy ideas for 2024.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

With the US reporting surprisingly good job numbers, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global about what this will mean for the US economy, FOMC rate trajectory and broader implications on foreign currencies particularly the Japanese Yen.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

The Yen fell sharply this week after newly appointed Prime Minister Shigeru Ishiba said Japan is not ready for additional rate hikes. Should investors rethink Japanese markets in light of political and policy uncertainty? Tim Mulholland of TJM Limited gives his views on why he's still optimistic on Japanese equities and other trends in global markets.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Petronas, the national oil and gas company has just released their activity outlook for 2025 to 2027. Jeremie Yap, Equity Research Analyst, Maybank Investment Bank tells us the significance of this report, what this means for the listed players and who stands to benefit.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

The FBMKLCI and even the Ringgit have done rather well this year, but can this momentum be sustained into the final quarter of 2024? We speak to Jeremy Goh, Head of Research at Hong Leong Investment Bank for his outlook for Malaysian equities in Q4. 

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

Shigeru Ishiba was sworn in as Japan's new Prime Minister this week. What are his likely economic priorities and how will this factor into the Bank of Japan's monetary policy direction? We discuss this and other forces moving markets with Vishnu Varathan of Mizuho Bank. 

Image Credit: さかおり / Wikimedia commons

See omnystudio.com/listener for privacy information.

The Chinese equity market has been on a tear with the CSI 300 Index soaring about 8.5% in a single day, driven by a significant stimulus package from the People's Bank of China. Yu Junqiang, Acting Head of Equities, Hong Leong Asset Management tells us what investment strategy to adopt and what sectors to pay attention to in light of this.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

Developments overnight saw Iran launching missiles into Israel, increasing the temperature of what is happening in an already tense Middle East. China is off for the week for the Golden Week Holidays. Laurent Lequeu, an independent market analyst and writer at the Macro Butler Newsletter, shares his views on what he expects markets to look like and how to reposition your portfolio.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

September is typically a bad month for markets but this proved otherwise this year. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as to why and what this means for markets for the rest of 2024. We also ask if China is still the place to invest after the recent rally.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

Malaysia’s Big Four glove stocks surged as much as 30% in a single trading day on September 17th, after the US announced increased tariffs on Chinese gloves. Oong Chun Sung, Equity Research Analyst at RHB Research shares his insights into the long-term prospects of this sector and the headwinds to look out for.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

Last week, we saw US data indicating slowing inflation, China announcing a stimulus package which has sent the Shanghai and Hong Kong stock markets rallying, and the Reserve Bank of Australia keeping interest rates unchanged. Tim Waterer, Chief Market Analyst at KCM Trade, takes stock of these developments and how they might dictate market direction.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

September 2024 is poised to be the busiest month for IPOs in India in 14 years. The Reserve Bank of India attributes this surge in activity to heightened interest in SME IPOs, with oversubscriptions reaching record levels. Pramod Amthe, Head of Institutional Equity Research at InCred Capital, joins us to unpack the IPO boom in one of the world’s most closely watched emerging markets.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

China announced a monetary policy stimulus package this week, coupled with the promise of stronger policy support. Are the latest measures sufficient to deal with the deflationary pressures and the beleaguered property sector? Song Seng Wun of CGS International Securities weighs in.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

The US energy sector has seen positive price action, with Vistra Corp and Constellation Energy coming out as top performers on the S&P 500. Can energy stocks that supply power to data centres replace tech stocks for the AI trade? Tony Nash of Complete Intelligence weighs in on this and more.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

The Malaysian equity markets is one of the most unloved markets this year with a negative return of more than 5%. We ask

Imran Yusof, Head of Research, MIDF as to what are the reasons for this decline and what investment strategy to adopt in these volatile markets.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

The transportation sector has encountered several challenges in the first half of this year, including supply chain disruptions, the Red Sea crisis, and adverse weather conditions in Asia. These factors have been reflected in the mixed earnings of key players. Will the second half of the year provide some relief? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia, shares his analysis.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Malaysian Real Estate Investment Trusts have recorded a 7% year-to-date rise on the Bursa Malaysia REIT Index in 2024. Jessica Low, a senior analyst at MIDF Research, provides her insights into the outlook for these asset classes and whether or not the current positive momentum still has legs.

Image Credit: shutterstock.com

See omnystudio.com/listener for privacy information.

While many analysts are bullish on the US economy achieving a soft landing, independent market analyst Laurent Lequeu is less sanguine about the the outlook. He weighs in on projected trends for the US economy, as well as the potential effects of the PBOC's monetary policy stimulus on Chinese equities.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.