100 episodes
Market Watch BFM Media
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- Business News
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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Central Banks Balancing Between Rate Cuts And Growth
With the US economy continuing to show growth month on month, questions arise as to when the first Fed Fund rate cut will take place. Jesse Liew, Chief Investment Officer, Fixed Income, Principal Southeast Asia helps us answer that question and what this means for global bond markets including Malaysia.
This Market Outlook is brought to you by Principal Asset Management
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Powell Flip-Flop On Fed Fund Rates
The US Fed's job has been made more complicated by the sticky inflation readings and robust economic data, with Fed Chair Jerome Powell indicating that rates could stay higher for longer. How will this affect emerging market economies? We get analysis from Vishnu Varathan of Mizuho Bank.
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Shoots Of Recovery In China
China’s gross domestic product (GDP) grew 5.3% in January-March from the year earlier, higher than the Reuters poll for a 4.6% increase. We ask Jack Kouzi, Director for Strategy, VFS Group. if the worse is over for its economy and what then is the investment strategy to adopt in China.
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Safe Haven Assets In Play For Now
Geopolitical tensions and Fed Fund rate cuts remain the preoccupation of markets in recent days but the sharp correction has put into question whether the US rally is over. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective and does this mean that its time to consider safe haven assets.
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Not Complete Smooth Sailing For Chinese Equities
Chinese equities have recovered from the low's seen in early March driven by a series of market popular measures and better economic data. However is this mini rally sustainable. Yu Junqiang, Fund Manager for Equities from Hong Leong Asset Management tells us whilst diving into the best investment strategy to adopt.
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US Banks Sound The Warning Bells
Three major banks reported their results with all sounding more cautious of the outlook. Will this be reflected in the rest of US result season and what does this say about the economy. Clifford Bennett, Independent Economist tells us whilst we ask whether there will be any fallout in markets from Iran's attacks on Israel.
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