BFM :: Market Watch

Carlos Casanova, Senior Economist at UBP, shares his perspective on the likelihood of the Fed embarking on the December rate cut and whether China's recent uplift in consumer sentiment reflects a sustained economic recovery.Image Credit: shutterstock.com

The Indian equity markets have corrected sharply from the recent highs in September as foreign investors sold USD13bn of equities. We ask Pramod Amthe, Head Of Institutional Equity Research, InCred Capital if this selloff is a buying opportunity and what investment strategy to adopt. In addition, we ask about the impact of a Trump Presidency with its 60% tariff plans and 20% import duties on the Indian economy.Image Credit: shutterstock.com

With inflation sticky and potentially rising next year, what choices does the Federal Reserve have when it comes to the pace and quantum of rate cuts? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective whilst we ask what investment strategy to adopt in the coming months ahead of a new US President.Image Credit: Shutterstock.com

US markets are taking a breather after the recent Trump rally. We ask Laurent Lequeu, Independent Market Analyst, and writer of The Macro Butler Newsletter tells us how markets will behave till the end of the year and if other markets offers investment opportunities as US market valuations start to look expensive.Image Credit: Shutterstock.com

After Fed Chair, Jerome Powell said that the US economy is in good shape and is in no hurry to cut rates, the market took a dip. We ask Tim Mulholland, President, TJM Limited, Chicago, what this means for US monetary policy and how we should position portfolios for 2025.Image Credit: shutterstock.com

Although there remains much uncertainty over Donald Trump's economic policies, what are the implications for Asia? We pose this question to Peter Lim, Chief Research Officer, Trident Analytics, and also ask him specifically if there are any Trump trades here in Malaysia.Image Credit: shutterstock.com

The US will be reporting CPI, weekly jobless claims, retail sales and industrial production this week. All of which help paint a picture of the economy but are markets still paying attention? Song Seng Wun, Economic Advisor, CGS International Securities tells us his perspective whilst giving us his perspective on the Chinese economyImage Credit: shutterstock.com

MIDF predicts that transshipment activity could heighten in the short term as firms frontload shipments to the US to preempt the imposition of further Trump tariffs. How might this impact Malaysian shipping players? We discuss the outlook for the transport sector with Imran Yusof, Head of Research at MIDF.Image Credit: shutterstock.com

Wall Street investors are reacting positively to Trumps' pro-growth policies, including the prospect of lower taxes and reducing regulations. But is the market getting ahead of itself? We discuss the trends with Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.Image Credit: Shutterstock.com

The S&P500 hit a new record high for the 50th time this year on the back of a Trump presidency with his pro-growth policies. We ask Tim Waterer, Chief Market Analyst, KCM Trade as to whether this rally has legs and what sectors to consider if the optimism continues.Image Credit: Shutterstock.com

As widely expected, the Federal Reserve delivered a 25bps cut in the policy rate yesterday. We ask Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management as to what to expect in December's FOMC and also ahead in 2025.Image Credit: shutterstock.com

Indonesia is the largest Asean economy with a population size of close to 300 million people. But of late, their economy has slowed while the Jakarta Composite Index has trailed that of the Singapore STI and the FBMKLCI. We askJerry Goh, Asia Equities Investment Director, ABDRN why and what investment strategy to adopt.Image Credit: shutterstock.com

US markets hit a new high on the back of the resounding win of Donald Trump as the 47th President. We ask Tony Nash, CEO, Complete Intelligence if this rally still has legs as valuations turn lofty. We also ask if a strong dollar is good for companies and if China stands to lose from Trump's win.Image Credit: Shutterstock.com

Markets are waiting with bated breath for the outcome of the US elections as both candidates have different economic policies. For insights on how Fixed Income markets will react both in the US and in Malaysia, we speak to Winson Phoon, Head of Fixed Income Research, Maybank Investment Bank.Image Credit: Shutterstock.com

China's National People's Congress Standing Committee is expected to sign off on a stimulus package of between 6 trillion and 10 trillion yuan. We ask Carlos Casanova, Senior Economist at UBP for what he is expecting and will it be enough to revive the sluggish economy.

Investors are staying on the sidelines as US heads for the polls but what should the strategy be for the longer term? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective whilst weighing in on the different economic policies of the Presidential candidates.Image Credit: Shutterstock.com

In a busy week for central banks with announcements due from Australia and UK, the US Federal Reserve is expected to cut rates by 25bps. We ask Shane Oliver, Chief Economist, AMP Capital whether he is agreement with consensus and why.Image Credit: shutterstock.com

Four of the Magnificent Seven reported earnings this week and it was a mixed bag. We ask Tim Mulholland, President, TJM Limited, Chicago as to which disappointed, who then surprised on the upside and does this mean that the tech sector is still a buy?Image Credit: Shutterstock.com

Four of the Magnificent 7 will be releasing their results this week. We ask Yeap Jun Rong, Market Strategist at IG International for his expectations and if growth stocks are still the theme for this year and beyond.Image Credit: shutterstock.com

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

In the Japanese snap elections, the LDP lost their majority causing the Yen to weaken. Laurent Lequeu, Independent Market Analyst, Writer at The Macro Butler Newsletter tells us what to expect in terms of monetary and fiscal policies as one of the world's largest economies attempts to form a government and find a prime minister.Image Credit: Shutterstock.com

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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