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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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...
S&P 500, Dow Hit New Highs Amid U.S. Shutdown
The S&P 500 and Dow Jones indices hit new highs on the third day of the U.S. government shutdown, though the rally remains concentrated in AI and tech...
FOMO In Markets Is Strong
Despite the US government shutdown, markets continue to hit new records highs. Tim Mulholland, President, TJM Limited in Chicago explains why and what...
Volatility Drives Gold to New Record
Gold has surged past $3,800 US dollars per ounce, breaking record as investors rush to secure safe havens. But how long can this rally last? For insig...
Volatility Drives Gold to New Record
Gold has surged past $3,800 US dollars per ounce, breaking record as investors rush to secure safe havens. But how long can this rally last? For insig...
US Markets Unfussed, Underwritten & Unimpaired
Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank explains how the US government shutdown is impacting US markets and whether we should still...
The Budget 2026 Winners
Budget 2026 is slated to be tabled on 10 October. With the Madani government pursuing economic reforms whilst keep an eye on fiscal consolidation, wh...
US Government Shutdown But Keep Calm and Carry On
The US Government is headed for a shutdown with the democrats and republicans in a political deadlock. We ask Joseph Sroka, Chief Investment Officer,...
Shutdowns, Tariffs : What's Next For Markets?
Yet again, the US government is poised to shutdown as Congress struggles to reach a funding agreement. Meanwhile, new tariffs on imported electronic p...
Can Tourism Revive The Philippines’ Troubled Equity Market?
Philippine tourism revenues hit a record high in 2024 on the backdrop of the country's equities being one of Asia’s worst performers this year, weighe...
More Trump Tariffs Come Online
US tariffs on pharmaceuticals, kitchen cabinets and heavy trucks are due to come into force this week. How might these new levies affect inflation tre...
The Fed Has Tough Choices To Make
With US GDP at it's fastest pace in 2 years at 3.8%, will the Federal Reserve still cut rates? Carlos Casanova, Senior Economist, UBP gives us his per...
Initiatives to Boost The Singapore Equities Pays Off
The Monetary Authority of Singapore introduced a SGD $5-billion Equity Market Development Programme. We ask
Geoff Howie, Market Strategist, Sin...
September Rally Signals Strength In US Equities
The US stock market’s September rally signals the underlying strength of American equities. Tony Nash, CEO of Complete Intelligence, believes this mom...
Selective Opportunities Remain In Asian Equities
Despite the MSCI Asia Pacific Index climbing 21.8% year-to-date, Aidan Yao, Senior Investment Strategist for Asia at Amundi, says there are still sele...
Valuations Don't Matter, Follow The Money
Markets continue to inch up, hitting new highs but is it still time to deploy cash? Laurent Lequeu, Independent Market Analyst & Writer, The Macro But...
Malaysia Exports Driven By Reexports
Malaysia’s exports grew just 1.9% year-on-year in August, slowing sharply from 6.5% in July. The growth was largely underpinned by re-exports, a trend...
Follow The Money Despite The Valuations
The S&P500 hit a new high recently despite the expensive valuations. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Manageme...
CPO, Still A Money Making Fruit
Plantation companies reported second-quarter results that were stronger than expected, supported by improved downstream margins, higher external purch...
US Markets Continue to Power Ahead
As US markets notch up new records, we get Kingsley Jones, Chief Investment Officer, Jevons Global views on whether the current bullish sentiment in t...
Why The STI Is This Year's Regional Outperformer
After sliding to a 52-week low in April, Singapore’s benchmark Straits Times Index has staged a strong comeback, gaining about 30% to close at a recor...
Wall Street Rallies Post-Rate-Cut : What's Next?
US stocks notched up fresh records the day after Federal Reserve returned to easing interest rates and signaled further cuts are coming. Tim Mulhollan...
Brights Spots In Indian Equity Market
India’s economy posted world-beating growth of over 8% annually, but now faces challenges from U.S. tariffs. However, with ongoing trade talks between...
The Fed Finally Cuts Rates : Analysing The Impact
The US Federal Reserve has finally delivered on a widely anticipated 25 basis point interest rate cut that will take its benchmark down to a target ra...
China's EV Boom Sparks Price War
Robust growth in China’s EV market has triggered a price war and the prospect of consolidation across the auto industry. Ray Kwok, Director of Researc...
US Consumer Holding Up Despite Jobs Weakness
US retail sales expanded by 0.6% in August, contradicting expectations of a consumer slowdown given softness in the labour market. How much will this...
FBMKLCI, 1690 Here We Come
The FBMKLCI has had a rather lackluster year with a return of -3.6%, making it one of the worst performing markets in Asia. Jeremy Goh, Head of Resea...
Fed Rate Cut A Given But How Much?
With job data deteriorating whilst inflation remaining an issue, what options does the Federal Reserve have in September's FOMC meeting. David Dietze,...
US Equity Rally Hinges On Fed Rate Cut
US equity valuations may appear stretched, but the rally could still have room to run depending on how many times the Federal Reserve cuts interest ra...
The Fed's Inflation vs Jobs Dilemma
The latest economic data reveal a weakening jobs market in the US, further supporting the case for the Fed to cut rates in September. But with tariff...
Japan Stocks Unfazed by Ishiba’s Exit
Japan’s equity market has remained resilient despite Prime Minister Shigeru Ishiba’s resignation, reflecting the country’s long history of political t...
3 Fed Cuts Priced In?
Traders are now expecting the Federal Reserve to cut rates three times by the end of the year. Joe Quinlan, Chief Market Strategist, US Trust-BOA Priv...