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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Bet on Blue Chips Amid Geopolitical Uncertainty
Oil prices continue to be in the forefront of investors’ minds as Brent crude oil price hovers around the USD100 level. How does this impact the outlo...
Data Centers Still Driving Construction Growth
Malaysia’s construction sector showed resilience in the fourth quarter despite mixed results across contractors. What is supporting growth, and what c...
Equities Recover, Crude Oil Dips: Is This Sustainable?
With Wall Street recovering and cryptocurrencies staging their strongest rebound in six weeks, amid a dip in Brent crude oil prices, we ask Michele Sc...
Markets Swing on Oil Uncertainty
Global indices have dipped sharply in response to continued uncertainty in the oil markets. How should investors position their portfolios to ride out...
Oil Shock, Labour Signals and Fragile Markets
Oil surges above USD100 as Middle East tensions escalate, testing global markets. Dilin Wu, Research Strategist at Pepperstone, weighs US labour stren...
Upsides Still for AI Investing
PS Markets started the year on a positive note but conflict in the Middle East among other factors have caused investors’ attention to be shifted to s...
Navigating Economic Data, Oil Prices & War
American consumer inflation for February remained stable at 2.4%, in line with market expectations, as affordability concerns continue to persist, as...
$120 Oil? China's Export Surge & The Stagflation Threat
With China recording a massive 22% export, we speak to Carlos Casanova of UBP to unpack the latest global economic developments.
He weigh...
Long-Term Markets' Recovery Still Intact?
Equities and commodities appear to have recovered from the previous days' rout as US President Donald Trump indicated that there might be an end to th...
Oil Breaches $100 As Middle East War Intensifies
The prospects of a prolonged war in Iran has sent oil prices spiralling as markets grapple with disrupted supply chains. How will this affect broader...
Wild Swings In Market Amidst Middle East Conflict
Tim Mulholland, President, TJM Limited, Chicago talks about market trends, whether oil prices will remain higher for longer, expectations for the Fed...
Markets Recover, Crude Oil Soars
The US-Israeli aggression against Iran continues to provide uncertainty to global markets, from equities to currencies to commodities. Vishnu Varathan...
A Crisis Can Be A Buying Opportunity
US markets remained volalite with wide intra-day swings. We ask David Dietze, Chief Investment Strategist, Dietze Wealth Management Group what is the...
Be Brave & Buy The Iran War Losers
Global markets fell sharply following the Iran attacks but have since recovered somewhat. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Pr...
US & Israel Attack Iran : Risk-Off Or Buying Opportunities?
The United States and Israel have attacked Iran, killing its Supreme Leader in the process, driving up crude oil, gold and silver among other commodit...
Has the AI Theme Peaked?
Nvidia's results were better than expected whilst the guidance remained positive. However, the share price was down 5%. Does this suggest that the AI...
Nvidia Restoring Faith In AI
Nvidia reported results that beat street expectations. We get first-hand reactions from Tony Nash, CEO, Complete Intelligence as to whether this means...
Still Early Days Yet for Impact of Global Tariffs on Asia
President Donald Trump’s 10% global tariff took effect yesterday but what impact will it have on Asia? Which countries stand to benefit from this or p...
Equities Down, Time For Reassessment
Wall Street fell sharply overnight on fears around AI disruptions to various industries and President Donald Trump lashing out at the US Supreme Court...
Impact of US Tariffs on Malaysia's Economy and Equity Markets
The immediate reaction of the Malaysian market to tariffs has been muted despite the uncertainty. What then can we expect in the coming days as gove...
Tariff Uncertainty and its Impact on Markets
The Supreme Court struck down President Donald Trump's tariffs. This was quickly replaced with 15% global tariffs. What then are the implications on t...
The Payoff of Linking Sustainability To Pay in Malaysia
Bursa Malaysia requires Main and ACE Market listed companies to disclose sustainability statements, focusing on material economic, environmental, and...
Geopolitical Tensions Drive Oil Price Upwards
The possibility of the US launching attacks on Iran is sending Brent crude oil prices higher over disruption concerns. How might markets respond as th...
To Cut or Not to Cut, Kevin's Conundrum
The Fed Minutes reveal a split FOMC over the pace and quantum of rate cuts. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank the new...
Winners & Losers of the Singapore Budget 2026
Last week, Minister for Finance and Prime Minister Lawrence Wong unveiled Singapore’s Budget 2026, outlining fiscal measures amid a mixed global econo...
US Tech Not a Compelling Buying Opportunity
Tim Waterer, Chief Market Analyst, KCM Trade unpacks latest US inflation and what that could mean for the Fed's rate cut trajectory as he shares his p...
Asia's Markets to Continue Outperform
Yesterday, the Nasdaq correctly sharply over fears that the AI bubble is bursting as concerns over monetisation grow. David Chow, Director of Investme...
US Job Numbers Better Than Expected
130,000 new jobs were added in the US which was better than expected. We ask Tony Nash, CEO, Complete Intelligence what this means for the economy. We...
The AI Theme is Still Here for 2026
It's been a volatile few weeks for markets with sharp dips followed by new highs reached for the S&P500 and Dow Jones. We ask Aidan Yao, Senior Invest...
Weaker Dollar Has Minimal Impact on US Corporates
Once again the Dow Jones hit a new high indicating a rotation in markets towards industrial and old economy stocks. Joseph Sroka, Chief Investment Off...
US Retailers Buying the Dip
US equities markets started the month rather wobbly but have since hit new highs. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private We...
AI, Think out of the Box
US markets staged a huge rebound on Friday as the Dow Jones Industrial hit 50,000 points for the first time. Kingsley Jones, Chief Investment Officer,...
Indonesia's Loss is Malaysia's Gain
JCI is the worst performing market in Asia on the back of an MSCI warning and freeze which was compounded by a Moody's outlook cut. We ask Jeremy Goh,...
The AI Theme Taking A Short Hiatus
The capex spend by Microsoft, Amazon and Alphabet has spooked markets with hundreds of billions spent with less clarity on monisation. Tim Mulholland,...
Singapore, Another Year, Another Rally?
Singapore has started 2026 on the right note with the STI up 6% on a year to date basis. We ask Geoff Howie, Market Strategist, Singapore Exchange if...
Rotation out of AI into Utilities
AI stocks were sold down in the past few days with investors switching into cyclicals and utilities. We ask Laurent Lequeu, Independent Market Analyst...
What To Expect From Kevin At the Fed
After months of speculation, Kevin Warsh has been nominated as Fed chair but is he more a dove or hawk? Vishnu Varathan, Head of Economics & Strategy,...
Policies In Place for The Property and Reit Sectors
Budget 2026 reinforces the MADANI government’s push for targeted projects to drive residential property growth especially in the affordable segment. W...
Look for Other AI Winners
Markets reacted nervously to the nomination of Kevin Warsh as Fed Chair. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Mana...
Japan, Caught Between A Rock And Hard Place
Despite Japanese Prime Minister Sanae Takaichi's attempts to calm financial markets, the Yen and JCG continue to be volatile. We ask Vishnu Varathan,...