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
5917 atal
The FBMKLCI Outlook For 2026
The FBMKLCI has ended 2025 on a positive note, albeit just up 2.3%%, underperforming the STI and JCI by a wide margin. We ask Peter Kong, Head of Rese...
2026, Another Good Year for Equities & Precious Metals
Despite the US tariffs, the US economy continues to exceed expecations with inflationary pressures building. However this points to another good year...
Watch for Changes in 1Q2026
Global equities have had the best run in six years on the back of the AI theme and Fed fund rate cuts. Will the rally continue in 2026? Tony Nash, CEO...
The Bull Sticks Around for US Markets in 2026
The US equity market is poised for another rally in 2026 but what are some of the headwinds that it might face? Joe Quinlan, Chief Market Strategist,...
What Will Move Malaysian Stocks in 2026
The FBMKLCI looks set to end 2025 up by around 2% for the year, a little disappointing compared to equity markets in Singapore and Jakarta. Peter Lim,...
Another Good Year for Markets in 2026?
Both the S&P500 and Dow Jones look set to hit new highs in 2025 but can this rally continue in the new year? We ask Song Seng Wun, Independent Economi...
Is Santa Clause Coming To Town?
The Santa Claus Rally typically starts on the trading day after Christmas. David Dietze, Chief Investment Strategist at Dietze Wealth Management Group...
Stay Invested, Stay Optimistic on Markets
The santa rally is upon us with US Indicies up after a weak start to December. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Manag...
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...