Bfm :: Market Watch

Informações:

Sinopsis

Dovish or hawkish? Over or underweight? We speak to analysts to understand how decisions and events affect key markets across the world.

Episodios

  • Markets Overplay Election Risk

    06/06/2024 Duración: 12min

    In a year where there are at least 40 elections with the UK, EU and of course the US heading to the polls, should election risk factor into the investment strategy? Kingsley Jones, Chief Investment Officer at Jevons Global tells us his perspective while weighing in on the recent share price surge of Nvidia and if this means that tech is overvalued.Image Credit: freepik.com

  • India Markets, Opportunities Still Exist

    06/06/2024 Duración: 07min

    After the surprising outcome of the Indian election, the equity market corrected sharply. We speak to Pramod Amthe, Head Of Institutional Equity Research at InCred Capital on what investment strategy to adopt and the top picks for what may be a volatile market.Image Credit: Shutterstock.com

  • Nvidia, Hype Or Reality

    05/06/2024 Duración: 12min

    Nvidia is now the 2nd most valuable company in the world after Microsoft. Is this title deserved? Tony Nash, CEO, Complete Intelligence answers that questions whilst also explaining why US bond yields are falling.Image Credit: Shutterstock.com

  • Q1 Results Bode Well For Malaysian Equities

    05/06/2024 Duración: 07min

    What are the key takeaways from corporate Malaysia's first quarter earnings results? We check in with Chehan Perera of CGS international for his impressions and whether it warrants an upgrade on the FBMKLCI year end target.Image Credit: Diloka Studio / Freepik.com

  • Watch The Data For Fed Fund Rate Direction

    04/06/2024 Duración: 11min

    This week, U.S. economic data was slightly negative causing US treasuries yields to rise as investors took it as  a sign that the Fed will raise rates. Carlos Casanova, Senior Economist, UBP tells us if markets are right and what knock on effect it will have on Asian rates and currencies.Image Credit: Shutterstock.com

  • Buy Quality Companies When Markets Correct

    03/06/2024 Duración: 13min

    A correction is not implausible as the US heads for an election in November as political risk weighs down on sentiment. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what strategy we should adopt to prepare for that whilst we ask if the US dollar still remains a safe haven asset.Image Credit: Shutterstock.com

  • Trump's Guilty Verdict Impact On Markets

    30/05/2024 Duración: 11min

    Former President Donald Trump has been found guilty of all 34 charges in the New York hush money trial. We speak to Tim Mulholland, President, TJM Limited, Chicago if that will have any impact on US markets or if that has already been priced in.Image Credit: Freepik.com

  • Cautious Rally In STI

    30/05/2024 Duración: 10min

    The Straits Times Index (STI) has entered positive territory in recent weeks, after languishing in the red for the better part of the first quarter. What’s driving the upward momentum in market sentiment and is this rally sustainable.Image Credit: Shutterstock.com

  • Inflation Is So Sticky, Leaving The Fed Few Choices

    29/05/2024 Duración: 11min

    US consumer confidence unexpectedly improved in May, after deteriorating for three consecutive months. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us if this will force the hand of the Fed to keep rates higher for much longer than expected and what this means for currencies including Emerging Markets.Image Credit: Shutterstock.com

  • Utilities And Cooper, Proxies To AI

    28/05/2024 Duración: 10min

    Nvidia continues to surge causing the Nasdaq to go above 17,000 for the first time in history but is the rally overdone ? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management provides that answer whilst giving us other options to consider if we still want exposure to the AI theme.Image Credit: jcomp / Freepik.com

  • Markets Still Have Upside

    27/05/2024 Duración: 12min

    Despite last week’s volatility, the Dow is still up more than 3% in May, while the S&P 500 and Nasdaq have gained 5% and 8% respectively. Does the market still have upside and how should we position for it. Jack Kouzi, Director for Strategy, VFS Group tells us his perspective.Image Credit: Shutterstock.com

  • Singapore's Economic Growth On Target

    26/05/2024 Duración: 12min

    Singapore recently reported benign inflation and better than expected GDP growth of 0.1% vs. a median expectation of -0.3% . We ask Song Seng Wun, Economic Advisor at, CGS International Securities how this city state has managed to beat expectations and is it on on course to meet their growth target of 1-3% growth for 2024.Image Credit: Shutterstock.com

  • Fed Might Just Manage The Perfect Landing

    24/05/2024 Duración: 07min

    Although recent FOMC minutes suggest that some Fed officials are prepared to raise rates due to sticky inflation, its does appear that they have engineered the near impossible task of a soft landing. What then does this mean for the US and Malaysian bond markets and are there still investment opportunities? Jesse Liew, Chief Investment Officer for Fixed Income, Principal Southeast Asia  tells us.Image Credit: Shutterstock.com

  • Keep Some Cash To Buy When Market Corrects

    23/05/2024 Duración: 13min

    Although Nvidia results beat street expectations, is that enough to maintain the positive momentum in US equity markets? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management answers that question whilst also providing alternative investment strategies for those who want a more defensive portfolio.Image Credit: @jcomp / freepik.com

  • AI Is Profitable, Not Just A Concept

    22/05/2024 Duración: 14min

    Nvidia results were better than street expectations with revenue at USD26 billion . Tony Nash, CEO, Complete Intelligence critically examines the numbers to determine if AI is hype or has strong monetisation potential. We also try and uncover the recent rally in metals and if that is sustainable.Image Credit: Shutterstock.com

  • Time for Metals To Shine

    20/05/2024 Duración: 09min

    Copper surged to its highest levels ever while Gold surpassed the previous record seen in April. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management explains why we are seeing a metal rally and are miner's the best proxy.Image Credit: Shutterstock.com

  • Is This Dow Jones' Rally Sustainable?

    19/05/2024 Duración: 10min

    The Dow Jones Index made history closing above 40,000 points on May 17th. Kingsley Jones, the chief investment officer at Jevons Global, talks about the sectors driving this rally including defence stocks, driven by the many wars worldwide, as well as AI, and whether or not there is room for it to move higher.Image Credit: Shutterstock.com

  • Risk On Mode Is Back

    16/05/2024 Duración: 13min

    With a CPI print of 3%, its looks like the Fed has achieved the goal of slowing both inflation and growth. Tim Mulholland, President, TJM Limited, Chicago tells us if he agrees with that perspective whilst weighing in on the Japanese economy and if their Ministry of Finance will intervene to prop up the yen when it crosses 160 against the US dollar.Image Credit: Shutterstock.com

  • Will Latest CPI Figures Change Fed Trajectory?

    15/05/2024 Duración: 13min

    We ask Clifford Bennett, Independent Economist what does the recently released US CPI report tell us about inflation and the direction of the Federal Reserve Monetary Policy.Image Credit: Shutterstock.com

  • Malaysia, The Land Of Opportunity

    14/05/2024 Duración: 12min

    Malaysia has been the dark horse, up to 10% on a year to date basis. We ask  Peter Lim, Founder & Chief Research Officer, Trident Analytics Sdn Bhd what are the investment opportunities especially with the impending tariff hikes on an array of  Chinese goods.Image Credit: Shutterstock.com

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