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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Don't Give Up On AI Trades Yet
Last week, US markets rallied on the back of AI trades as markets assumed that the tech bubble will not materialise.
Tim Waterer, Chief Market A...
Not All AI Stocks are Winners
The tech sector is a tale of two halves with stellar results from Micron but disappointing numbers from Oracle and Broadcom. We ask Dilin Wu, Research...
Is the AI Fairy Tale Over?
As the year comes to a close, the selling on AI stocks remains unabated. We ask Tony Nash, CEO, Complete Intelligence, if it's time to sell tech names...
2026, Time for Small-Mid Cap Stocks?
On year to date basis, the FTSE Bursa Malaysia Small Cap Index is down 13%. However are valuations in this space too attractive to ignore? Lee Meng Ho...
Appreciating Asian Currencies in 2026
The China yuan hit a 14-month high against the USD even as the latest data show China’s economic growth stalling. Will the yuan continue to appreciate...
Don't Rule out a Santa Rally
All eyes will be on the labour market report that will come out later today as investors take direction from that as to the health of the economy. Joe...
Doesn't Matter which Kevin is Fed Chair
As 2026 draws to a close, US markets are shaky with S&P 500 down 0.6% while the Nasdaq was down 1.6% last week
Kingsley Jones, Chief Investment...
Is the Fed Rate Cut Priced in?
The reaction by the US market was largely muted following the dovish cut by the Federal Reserve. Tim Mulholland, President, TJM Limited tells us if th...
No Surprises, Fed Cuts Rates by 25bps
The FOMC cut rates by 25bps as expected but more interesting is the press conference that followed with comments from Jerome Powell. Vishnu Varathan,...
2026, Another Good Year for Markets
The US market has been trading in a tight range just below its all time high in recent days. We speak David Dietze, Chief Investment Strategist at Die...
American exceptionalism, A Theme For 2026
With a Santa rally expected, thanks to a Fed rate cut but will the markets continue to do well in 2026?
Joe Quinlan, Chief Market Strategist, U...
Santa Rally is On The Way
All eyes will be on the December's FOMC meeting that takes place this Wednesday as to whether there will be a rate cut. We ask David Chow, Director of...
Too Soon To Determine Fed Rates Cuts in 2026
The markets are expecting a total of three rate cuts from now till the end of 2026. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Ma...
Fed Rate Cut Expectations Rise, Markets React
With reports that markets are pricing in an 89% chance that the US Federal Reserve may cut rates when they meet next week, saw equities advancing. Ton...
Will The FBMKLCI See Growth in 2026?
The FBMKLCI seems to be stuck in a trading range this year with the index unable to break the one thousand six hundred and fifty points ceiling. We as...
North Asian Economies, Some Good and Some Bad
This year North Asian markets have been on a tear with the enviable combination of strong economic fundamentals and a AI story. Carlos Casanova, Senio...
Ideas For Equities Strategy Into 2026
Wall Street began the final month of 2025 snapping a 5-day winning streak on the back of bitcoin's worst day since March, declining 6% during a single...
Positioning Your Investments For 2026
The first 11 months of 2025, saw a Wall Street performance that was one of initial decline followed by a strong recovery, ultimately leading to gains...
AI Theme to Continue in 2026
Market rebounded sharply this week with the AI theme back in play. We ask Tim Waterer, Chief Market Analyst, KCM Trade if this theme continues in 2026...
Fed, Waiting for More Data
Although markets are pricing a 80% chance of a Fed rate cut in December, there could still be a chance of status quo. We ask Vishnu Varathan, Head of...
Who Will Win The AI Race
The bond bulls were out in force yesterday with US yields dropping sharply. David Dietze, Chief Investment Strategist at Dietze Wealth Management Grou...
The Attraction of Asian Markets
Markets have recovered from recent lows as the the fear of an AI bubble recedes. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Man...
Volatility to Rule Markets for Now
November has been a volatile month for equities with wide intra day swings. We ask David Chow, Director of Investment at Azure Capital what should be...
US Markets in A Tailspin
US markets traded in a wide range yesterday as investors turned nervous over tech valuations and uncertainty of a Fed rate cut in December. Joseph Sro...
Nvidia Delivers, All is Good in the Tech Space
Nvidia results were better than expected, much to the relief of markets as there were concerns over an AI bubble. We ask Tony Nash, CEO, Complete Inte...
What’s Behind the Mid-November Stock Market Drop
The mid-November drop across US equity markets may be a slingshot reaction following gains in previous months. Laurent Lequeu, independent market anal...
Markets Down, Opportunities Abound?
Wall Street has registered three straight days of declines of around 1% and we ask as we approach the end of 2025, what should our investment strategy...
Markets Facing Headwinds, What's Next?
Markets appear to be in correction mode for November. We ask Kingsley Jones, Chief Investment Officer, Jevons Global what is driving this risk off mo...
What is Making Markets Nervous
Despite the US government set to reopen, US market corrected sharply. We ask Tim Mulholland, President, TJM Limited as to why this happened. We also a...
Ringgit, Finally Best Performing
On a year to date basis, the Ringgit is one of the best performing currencies in Asia against the greenback. We ask Vishnu Varathan, Head of Economics...
US Data Vacuum Continues Despite the Government Reopening
US government is set to reopen soon but the data vacuum continues which leads to uncertainty over the Fed rate decision in December. We ask Dilin Wu,...
Government Reopens, Markets Cheer
The US Government looks set to reopen after the longest shutdown in history. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth...
Data Vacuum Makes Fed Decision Harder
US markets managed to end Friday mixed despite a weak start but is this time to deploy more cash or take money off the table?
Laurent Le...
US Job Numbers Shock Markets but Nothing To Fear
Markets corrected sharply on poor job numbers and concerns over valuations. We ask David Dietze, Chief Investment Strategist at Dietze Wealth Manageme...
Watch US Job Numbers Closely
Although US ADP employment data shows job creation, how accurate are the numbers? Tony Nash, CEO, Complete Intelligence gives us his perspective whils...
Good Times Keep Rolling for STI
This year, the Singapore Straits Times is up 16% on a year to date basis, one of the better performing Asean markets. We ask Geoff Howie, Market Strat...
Fragile U.S.-China Trade Deal Holds Promise but Risks Remain
Carlos Casanova, Senior Economist at UBP, says the fragile trade truce between the U.S. and China could boost China’s economy provided it holds. He e...
Deals, Deals and More Deals
Kimberly-Clark Strikes $40 Billion Deal for Tylenol Maker Kenvue whilst OpenAI signs $38bn cloud computing deal with Amazon. We ask Joe Quinlan, Chief...
AI/Tech or Gold?
What does the recently signed US-China trade deal mean for markets which continue to rally on the strength of technology and AI stocks? Kingsley Jones...
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...