Market Watch
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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.
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Markets Down, Opportunities Abound?
Wall Street has registered three straight days of declines of around 1% and we ask as we approach the end of 2025, what should our investment strategy...
Markets Facing Headwinds, What's Next?
Markets appear to be in correction mode for November. We ask Kingsley Jones, Chief Investment Officer, Jevons Global what is driving this risk off mo...
What is Making Markets Nervous
Despite the US government set to reopen, US market corrected sharply. We ask Tim Mulholland, President, TJM Limited as to why this happened. We also a...
Ringgit, Finally Best Performing
On a year to date basis, the Ringgit is one of the best performing currencies in Asia against the greenback. We ask Vishnu Varathan, Head of Economics...
US Data Vacuum Continues Despite the Government Reopening
US government is set to reopen soon but the data vacuum continues which leads to uncertainty over the Fed rate decision in December. We ask Dilin Wu,...
Government Reopens, Markets Cheer
The US Government looks set to reopen after the longest shutdown in history. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth...
Data Vacuum Makes Fed Decision Harder
US markets managed to end Friday mixed despite a weak start but is this time to deploy more cash or take money off the table?
Laurent Le...
US Job Numbers Shock Markets but Nothing To Fear
Markets corrected sharply on poor job numbers and concerns over valuations. We ask David Dietze, Chief Investment Strategist at Dietze Wealth Manageme...
Watch US Job Numbers Closely
Although US ADP employment data shows job creation, how accurate are the numbers? Tony Nash, CEO, Complete Intelligence gives us his perspective whils...
Good Times Keep Rolling for STI
This year, the Singapore Straits Times is up 16% on a year to date basis, one of the better performing Asean markets. We ask Geoff Howie, Market Strat...
Fragile U.S.-China Trade Deal Holds Promise but Risks Remain
Carlos Casanova, Senior Economist at UBP, says the fragile trade truce between the U.S. and China could boost China’s economy provided it holds. He e...
Deals, Deals and More Deals
Kimberly-Clark Strikes $40 Billion Deal for Tylenol Maker Kenvue whilst OpenAI signs $38bn cloud computing deal with Amazon. We ask Joe Quinlan, Chief...
AI/Tech or Gold?
What does the recently signed US-China trade deal mean for markets which continue to rally on the strength of technology and AI stocks? Kingsley Jones...
US- China Trade Deal and What it Means for Market
A trade deal was finally agreed between China and the US after presidents of both countries met face to face after 6 years.
Tim Mulholland, Pre...
Construction Sector Still Resilient Amid Headwinds
Although Budget 2026 was rather devoid of large scale infrastructure projects, there was an uptick in development expenditure for transportation and E...
Fed Rate Cuts Led Certain From Here
As expected, the Federal Reserve cut rates by 25bps at October's FOMC meeting. However there is less certainty as to whether the cuts will continue in...
Auto Sector Still Moving Along But Watch the Speedbumps
Malaysia’s auto sector is at an inflection point as vehicle deliveries softened sharply in September, Amalia Zarir, Analyst, MBSB Research tells us i...
No Surprises, Fed Will Cut
The US Fed is expected to cut rates by 25bps in October's FOMC but for the rest of the year and even into 2026?
Tim Waterer, Chief Market Analy...
US benefits from There is No Alternative Trade
US markets hit record new highs on the back of expectations of positive trade talks with China and strong corporate earnings from the Magnificent 7. W...
Sabah’s Time to Shine
With Sabah state elections round the corner, what are the economic opportunities and investment themes that are available? Redza Abdul Rahman, Directo...
Rare Earths, Profits Might Also Be Rare
US and China may have agreed to defer rare earth controls, whilst Australia and US have signed a USD 8.5bn deal to develop joint resources on this. Bu...
Oil and Gold Prices Poised to Stabilise
Dilin Wu, Research Strategist at Pepperstone, expects oil prices to stabilise following the initial surge triggered by U.S. sanctions on Russian oil p...
All About AI Bubbles & Overheating Gold
Wall Street reacted negatively overnight as earnings season gets underway with Q3 earnings being released. Meanwhile, gold has fallen more than 6% in...
New Japan PM, New Economic Policies?
History has been made in Japan with a female Prime Minister taking helm. However, what economic and monetary policies will Sanae Takaichi introduce? C...
Utility Sector Powering Up
An electricity outage on 15 October that hit parts of the Klang Valley and Johor Bahru has reignited concerns over Malaysia’s power security. Isaac Ch...
Buy Both China and US
With US- China trade talks happening soon, we ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management for what could material...
A Look At US Equities & Gold
Wall Street saw significant losses in reaction to how smaller regional banks performed. Meanwhile, gold has been on a tear, reaching a new all-time hi...
Policy Crackdown on Overloaded Haulage
The government is looking to introduce legislation that would hold senders and recipients of goods accountable for overloaded lorries, closing a looph...
Are Tariffs Damaging the US Economy?
Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank shares his insights on what’s moving international markets as the Fed flies blind amid miss...
Budget 2026: A Boost for Tech Sector
Toh Woo Kim, Senior Analyst at Hong Leong Investment Bank Research, says the rally in local tech stocks is being driven by positive sentiment and grow...
Getting Ready for A Volatile 2H 2025
October has so far lived up to its reputation as a month of market turbulence and uncertainty. We ask David Dietze, Chief Investment Strategist at Die...
Local Consumer Sector Still Resilient In Coming Months
The consumer sector is usually a Budget winner, no thanks to cash handouts that raise the disposable income of Malaysians. But for 2026, did all consu...
Government Shutdown Won’t Stop Rate Cuts
As the government shutdown enters its second week, Joe Quinlan, Chief Market Strategist at U.S. Trust–Bank of America Private Wealth Management, belie...
Selective Winners From Budget 2026
Four of the past six years post the tabling of the Budget, the FBMKLCI has either traded lower or remained flat. So will this year be any different? P...
Outlook still Positive but Choppy Markets Ahead
As US earnings season unfold starting with the big banks, will there be more earnings upside surprises or disappointments?
David Chow, Director...
Impact of US Shutdown on Economy
It has been 10 days since the US shutdown began. Will the Federal Reserve cut rates later this month with the information vacuum. Tim Waterer, Chief M...
Two More Fed Rate Cuts Likely in 2025
Tony Nash, CEO of Complete Intelligence, expects the US Feds to implement two more rate cuts before the end of the year. He cautions investors to be p...
Europe Markets and Economies in Turmoil
With the French government on the brink of potential collapse, what impact wil it have on their domestic market and even Europe. Laurent Lequeu, Indep...
Markets at Record Highs, Government Still In Shutdown
As the US government shutdown enters its second week, Wall Street seems unfazed, with the Nasdaq, S&P 500, Bitcoin, and even gold all hitting record h...
Can REITs Rally Maintain Momentum?
With Bank Negara cutting the overnight policy rate in July, MGS yields have fallen in tandem. What does this mean for Malaysian REITS as yield spreads...