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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A Reality Check on Markets Rally
Are markets getting ahead of geopolitics? Laurent Lequeu, independent market analyst and writer of The Macro Butler Newsletter, breaks down the US ral...
Iran War Key Risk to Malaysia's Consumer Sector Outlook
The rise in global oil and gas prices has raised questions about inflation and its effect on consumer sentiment. How resilient is the Malaysian consum...
Equities Continue to Tumble, While Oil Rises
With the Iran war into its second month and narratives continuing to be confusing, financial and commodities markets remain in flux. Joe Quinlan, Chie...
Markets Under Pressure: Oil, Volatility and Investor Strategy
Markets are under pressure, with oil rising above USD$115, equities sliding into correction territory and volatility on the rise. How should investors...
Markets Fear Prolonged Iran War, Despite White House Signals
US markets tumbled overnight despite news that President Donald Trump was extending the ceasefire on energy infrastructure attacks in Iran for an addi...
M-REITs Stay Resilient
Bursa Malaysia’s REIT Index saw a dip last week following the removal of a decade-long preferential tax treatment, marking a three-month low and leadi...
Markets Watch War And The Fed
Wall Street is higher as traders followed the latest developments out of the Middle East, hoping for progress toward ending the war in Iran. Tony Nash...
Geopolitical Premium on CPO
The palm oil market has been boosted by the ongoing Iran war - crude Palm Oil (CPO) futures have surged to about the 4500 ringgit mark in recent days....
Could The Fed Hike Interest Rates?
Recent economic data indicate continued softening of the US economy at a time when oil prices are under upward pressure due to the war in Iran. What d...
Managing Market Volatility in Times of War
Equity markets have rallied after days of massive losses, while Brent crude oil fell more than 10%, after hitting a 2½-year high, after President Dona...
Ringgit Maintains Momentum in 2026
As the conflict in Iran pushes oil prices above USD100, we’ve seen the ringgit remaining resilient compared to regional peers like South Korea, where...
West Asia War, Impact On Currencies
Day 20 into the United States-Israel war on Iran, Brent crude oil futures have again surged to almost USD110 a barrel, the greenback has registered mo...
Bet on Blue Chips Amid Geopolitical Uncertainty
Oil prices continue to be in the forefront of investors’ minds as Brent crude oil price hovers around the USD100 level. How does this impact the outlo...
Data Centers Still Driving Construction Growth
Malaysia’s construction sector showed resilience in the fourth quarter despite mixed results across contractors. What is supporting growth, and what c...
Equities Recover, Crude Oil Dips: Is This Sustainable?
With Wall Street recovering and cryptocurrencies staging their strongest rebound in six weeks, amid a dip in Brent crude oil prices, we ask Michele Sc...
Markets Swing on Oil Uncertainty
Global indices have dipped sharply in response to continued uncertainty in the oil markets. How should investors position their portfolios to ride out...
Oil Shock, Labour Signals and Fragile Markets
Oil surges above USD100 as Middle East tensions escalate, testing global markets. Dilin Wu, Research Strategist at Pepperstone, weighs US labour stren...
Upsides Still for AI Investing
PS Markets started the year on a positive note but conflict in the Middle East among other factors have caused investors’ attention to be shifted to s...
Navigating Economic Data, Oil Prices & War
American consumer inflation for February remained stable at 2.4%, in line with market expectations, as affordability concerns continue to persist, as...
$120 Oil? China's Export Surge & The Stagflation Threat
With China recording a massive 22% export, we speak to Carlos Casanova of UBP to unpack the latest global economic developments.
He weigh...
Long-Term Markets' Recovery Still Intact?
Equities and commodities appear to have recovered from the previous days' rout as US President Donald Trump indicated that there might be an end to th...
Oil Breaches $100 As Middle East War Intensifies
The prospects of a prolonged war in Iran has sent oil prices spiralling as markets grapple with disrupted supply chains. How will this affect broader...
Wild Swings In Market Amidst Middle East Conflict
Tim Mulholland, President, TJM Limited, Chicago talks about market trends, whether oil prices will remain higher for longer, expectations for the Fed...
Markets Recover, Crude Oil Soars
The US-Israeli aggression against Iran continues to provide uncertainty to global markets, from equities to currencies to commodities. Vishnu Varathan...
A Crisis Can Be A Buying Opportunity
US markets remained volalite with wide intra-day swings. We ask David Dietze, Chief Investment Strategist, Dietze Wealth Management Group what is the...
Be Brave & Buy The Iran War Losers
Global markets fell sharply following the Iran attacks but have since recovered somewhat. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Pr...
US & Israel Attack Iran : Risk-Off Or Buying Opportunities?
The United States and Israel have attacked Iran, killing its Supreme Leader in the process, driving up crude oil, gold and silver among other commodit...
Has the AI Theme Peaked?
Nvidia's results were better than expected whilst the guidance remained positive. However, the share price was down 5%. Does this suggest that the AI...
Nvidia Restoring Faith In AI
Nvidia reported results that beat street expectations. We get first-hand reactions from Tony Nash, CEO, Complete Intelligence as to whether this means...
Still Early Days Yet for Impact of Global Tariffs on Asia
President Donald Trump’s 10% global tariff took effect yesterday but what impact will it have on Asia? Which countries stand to benefit from this or p...
Equities Down, Time For Reassessment
Wall Street fell sharply overnight on fears around AI disruptions to various industries and President Donald Trump lashing out at the US Supreme Court...
Impact of US Tariffs on Malaysia's Economy and Equity Markets
The immediate reaction of the Malaysian market to tariffs has been muted despite the uncertainty. What then can we expect in the coming days as gove...
Tariff Uncertainty and its Impact on Markets
The Supreme Court struck down President Donald Trump's tariffs. This was quickly replaced with 15% global tariffs. What then are the implications on t...
The Payoff of Linking Sustainability To Pay in Malaysia
Bursa Malaysia requires Main and ACE Market listed companies to disclose sustainability statements, focusing on material economic, environmental, and...
Geopolitical Tensions Drive Oil Price Upwards
The possibility of the US launching attacks on Iran is sending Brent crude oil prices higher over disruption concerns. How might markets respond as th...
To Cut or Not to Cut, Kevin's Conundrum
The Fed Minutes reveal a split FOMC over the pace and quantum of rate cuts. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank the new...
Winners & Losers of the Singapore Budget 2026
Last week, Minister for Finance and Prime Minister Lawrence Wong unveiled Singapore’s Budget 2026, outlining fiscal measures amid a mixed global econo...
US Tech Not a Compelling Buying Opportunity
Tim Waterer, Chief Market Analyst, KCM Trade unpacks latest US inflation and what that could mean for the Fed's rate cut trajectory as he shares his p...
Asia's Markets to Continue Outperform
Yesterday, the Nasdaq correctly sharply over fears that the AI bubble is bursting as concerns over monetisation grow. David Chow, Director of Investme...
US Job Numbers Better Than Expected
130,000 new jobs were added in the US which was better than expected. We ask Tony Nash, CEO, Complete Intelligence what this means for the economy. We...