Market Watch
Kanalaren Xehetasunak
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.
Atal Berriak
5960 atal
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...
The AI Theme is Still Here for 2026
It's been a volatile few weeks for markets with sharp dips followed by new highs reached for the S&P500 and Dow Jones. We ask Aidan Yao, Senior Invest...
Weaker Dollar Has Minimal Impact on US Corporates
Once again the Dow Jones hit a new high indicating a rotation in markets towards industrial and old economy stocks. Joseph Sroka, Chief Investment Off...
US Retailers Buying the Dip
US equities markets started the month rather wobbly but have since hit new highs. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private We...
AI, Think out of the Box
US markets staged a huge rebound on Friday as the Dow Jones Industrial hit 50,000 points for the first time. Kingsley Jones, Chief Investment Officer,...
Indonesia's Loss is Malaysia's Gain
JCI is the worst performing market in Asia on the back of an MSCI warning and freeze which was compounded by a Moody's outlook cut. We ask Jeremy Goh,...
The AI Theme Taking A Short Hiatus
The capex spend by Microsoft, Amazon and Alphabet has spooked markets with hundreds of billions spent with less clarity on monisation. Tim Mulholland,...
Singapore, Another Year, Another Rally?
Singapore has started 2026 on the right note with the STI up 6% on a year to date basis. We ask Geoff Howie, Market Strategist, Singapore Exchange if...
Rotation out of AI into Utilities
AI stocks were sold down in the past few days with investors switching into cyclicals and utilities. We ask Laurent Lequeu, Independent Market Analyst...
What To Expect From Kevin At the Fed
After months of speculation, Kevin Warsh has been nominated as Fed chair but is he more a dove or hawk? Vishnu Varathan, Head of Economics & Strategy,...
Policies In Place for The Property and Reit Sectors
Budget 2026 reinforces the MADANI government’s push for targeted projects to drive residential property growth especially in the affordable segment. W...
Look for Other AI Winners
Markets reacted nervously to the nomination of Kevin Warsh as Fed Chair. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Mana...
Japan, Caught Between A Rock And Hard Place
Despite Japanese Prime Minister Sanae Takaichi's attempts to calm financial markets, the Yen and JCG continue to be volatile. We ask Vishnu Varathan,...
No End in Sight Yet for Glove Sector
Although global rubber glove demand is expected to grow around 8% this year, and production volumes are improving with valuations remaining attractive...
Is the Tide Turning for Black Gold?
Since the start of the year, global crude prices have surged about 13% to above 68 dollars per barrel but will this result in greater activity in the...
Fed Keeps Rates Steady
As expected the Federal Reserve kept rates unchanged. However, what is the rate outlook with a change in the Fed chair? Tony Nash, CEO, Complete Intel...
Japan Outlook Remains Uncertain
The US dollar has fallen to its lowest levels in 4 years. We ask Carlos Casanova, Senior Economist, UBP if this is the start of de-dollarisation and t...
Resource Protectionism Is In
Gold and silver keeps hitting new highs in 2026. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management what are the reas...
Japanese Bonds and Yen Volatility Rocks Markets
Japanese financial markets have been rattled in recent days, with long-dated government bonds experiencing historic volatility whilst the Yen dropped...
Geopolitical Fear Creeps Into Markets
Although the S&P500 ended last week flat, the US dollar has been weakening. We ask Kingsley Jones, Chief Investment Officer, Jevons Global what impact...
Geopolitics Keeps Markets Volatile in 2026
Markets have been volatile with geopolitical tensions at the forefront of investors decisions. We ask Michele Schneider, Chief Strategist at Market Ga...
Uncertainty over Yen and JGB's
The Japanese bond turmoil has caused much nervousness among investors with yields rising to 4% followed by a sharp sell-off. Is there a possible syste...
Sharp Correction in US Equities, What Next?
US markets had the steepest fall since liberation day. David Chow, Director of Investment at Azure Capital tells us if this is the beginning of a corr...
Who Benefits from SARA and STR
The government has provided a higher allocation for SARA whilst STR continues in 2026. The consumer sector clearly stands to benefit but which names?...
Cash Is Still King Due to Tariffs
There is as much as USD8 trillion in cash funds earning 4% as investors are nervous over tariffs and geopolitics. But what are some of the safe invest...
Gold & Silver, Still Good Long Term Asset
Precious Metals has continued their price rally in 2026 but has the easy money been made for Gold and Silver? Dilin Wu, Research Strategist, Pepperst...
Banking & Tech Reverse Equities' Direction: What Next?
Overnight saw some shine return to Wall Street as banks and tech staged a rebound following back-to-back days of declines. Kingsley Jones, Chief Inves...
Markets Still Positive But Caution Advised
Overnight saw the release of US PPI and retail sales numbers, as well results for some major US banks were released. Gold also hit a new record high w...
Do Snap Elections Affect Economies?
How will snap elections affect the Japanese and Thai economies? We speak with Carlos Casanova, Senior Economist at UBP, about the expected impact, as...
Markets Rally Despite Geopolitics And Fed Debacle
US markets rallied despite the Federal prosecutors opening a criminal investigation into Federal Reserve chair Jerome Powell. We ask Joe Quinlan, Chie...
Petrochemical Sector, Recovery in Sight
The petrochemical sector has suffered from global overcapacity for the past few years due to the Chinese players leading to margin pressure and even c...
Go Long Equities for 2026
The S&P500 broke another record on Friday but will the rally continue? Tim Waterer, Chief Market Analyst, KCM Trade tells us his perspective whilst we...
FOMO is Not an Investment Strategy
Tech and AI names in Asia have rallied hard in the beginning of the year as TSMC is up about 8% while the Kospi is up more than 9% in just the first 8...
2026, Economic Uncertainty Lies Ahead
With mixed data points, uncertainty remains as to the outlook for the US market. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank as...
Asian Rally, Early Days yet
Asian equities in particular Hong Kong, Korea and Japan have started 2026 with a bang. We ask Dilin Wu, Research Strategist, Pepperstone as to the rea...