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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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...
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...