Market Watch

BFM Media

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.

  • 12 minutes 54 seconds
    A Fed Rate Hike Is Not Implausible

    Although the Fed has signaled that a rate cut is pending, is a hike actually impossible if the economy doesn't cool fast enough. Tim Mulholland, President, TJM Limited, Chicago gives his perspective whilst weighing in on the results of the magnificent seven which have been mainly above expectations.

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    2 May 2024, 6:56 am
  • 13 minutes 43 seconds
    Fed Rate Cut(s) : It's Now "When" Not "If"

    The US Federal Reserve has indicated that it doesn't plan to cut interest rates until it is more confident of inflation is convincingly under control. This is after it maintain the current two-decade high rate at around 5.3%. Vishnu Varathan, the Head of Economics & Strategy at Mizuho Bank analyses this decision as well as shares his insights on the current weakness of the Japanese yen.

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    1 May 2024, 7:21 am
  • 13 minutes 1 second
    No Hard Landing For US Yet

    Markets are not expecting the Federal Reserve to cut rates this Wednesday but have they engineered a soft landing? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his opinion whilst weighing in on the Yen which has hit a 34 year low against the US dollar.

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    29 April 2024, 5:55 am
  • 13 minutes 40 seconds
    It's Still Risk On For Markets

    US markets staged their best weekly rally on the back of strong earnings from Alphabet and Microsoft. Is it time to still buy the AI theme? Yeap Jun Rong, Market Strategist, IG International tells us whilst weighing in on whether the Japan's Ministry of Finance will intervene to support the Yen after it hit a 34 year low against the US dollar.

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    28 April 2024, 8:22 am
  • 14 minutes 1 second
    The Magnificent 7 Are Now The Fantastic Four

    Four out of the Magnificent 7 tech stocks have reported quarterly earnings. Mish Schneider, Chief Strategist, Market-Gauge.com tells us how much of a divergence are we seeing in terms of performance and why these results still matter in spite of the Fed keeping pat on rates.

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    25 April 2024, 7:59 am
  • 11 minutes 50 seconds
    US Corporate Results Driving Market Sentiment

    Meta, Boeing and Ford were some of the major US companies reporting earnings results overnight. Tony Nash, CEO of Complete Intelligence joins us to analyse how investors responded along with how commodities like gold and crude oil performed onvernight, along with how the Japanese yen has plumbed multi-decades lows against the US dollar.

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    24 April 2024, 6:18 am
  • 12 minutes 18 seconds
    The Fed Still Cutting Rates

    There is increasingly speculation that the federal reserve might be raising rates with the US economy showing no signs of a slowdown. We ask Carlos Casanova, Senior Economist at UBP if that theory is a possibility. We also ask what impact a strong dollar has on emerging markets and will it force the hand of central banks to raise rates too?

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    23 April 2024, 7:38 am
  • 8 minutes 41 seconds
    China EVs Ready For Global Domination?

    Last year alone, approximately 14 million electric cars were sold, with BYD and Tesla fighting for the top spot in the sector. But even with price cuts, the overall market has dwindled. Ray Kwok, Director , CGS International Securities Hong Kong shares with us the future of the market and who might come to dominate.

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    23 April 2024, 7:27 am
  • 13 minutes 18 seconds
    US Earnings Season Matters

    As we head into the thick of US reporting season, we ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management which matters more; earnings or Fed Fund rates. We also ask if it's too early to write off Japan and Korea which has seen heavy selling of late as investors lock in gains.

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    22 April 2024, 8:09 am
  • 9 minutes 43 seconds
    Indonesia: Still the Land of Opportunity

    On a year to date basis the Jakarta Composite Index has underperformed its regional peers despite the many domestic catalysts and political stability. We ask Jerry Goh, ASEAN Equities Investment Manager, ABDRN what investment strategy to adopt against the backdrop of the weakening Rupiah.

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    22 April 2024, 7:57 am
  • 8 minutes 53 seconds
    Malaysian Consumer Sector Staying in Neutral

    Although unemployment remains low, consumer sentiment has been weighed down by rising cost of living pressures and the weak Ringgit. As for consumer companies, the sharp rise in input cost from fuel to more expensive commodities like cocoa and sugar have meant that margin compression is a concern. We speak to Genevieve Ng, Consumer & glove analyst at MIDF Investment Bank for an outlook on the consumer sector and what the top buys are.

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    21 April 2024, 7:09 am
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