All Episodes
Market Watch — 1000 episodes
Cement And Aluminium: The Unsexy Backbone Of The Build-Out
Earnings, AI & Geopolitical Risks
US Inflation Outlook in the Midst of War
Markets Brace for Middle East Shock
US Bank Bonanza Sets Tone for Q2 Earnings Season
Malaysia's Utilities Sector Powering Ahead
Gulf Escalation Puts Pressure on US Fed
Hyperscaler Capex A Barometer for Chip Momentum
Markets Shrug Off War — Should They?
Inflation Outlook & Interest Rates
Can Airlines Stay Profitable as Costs Soar?
Can Europe Keep Beating the US?
Tech, Crude Oil, Equities : What's Moving Markets?
US Markets: Healthy Sector Rotation in Play
Markets Rotate as Global Growth Diverges
Can the US Market Regain Momentum?
Japanese Yen Falls to New Lows
Is It Time to Broaden Beyond Big Tech?
Are Markets Misreading the Risks?
Markets Shrug Off Inflation Warning
Crude Oil, Gold Respond To War News
Is AI Mania Coming to an End?
Will US Inflation Resolve Itself?
Has the Stagflation Threat Passed?
From War Risk to Rate Risk
Asia's Rally Returns as Oil Fears Fade
Can Markets Sustain the Post-Peace Rally?
Markets Cheer Peace, But What's Next?
Have Markets Fully Priced in the Gulf Ceasefire?
Tech Stocks Gain, Iran Deal "Likely", What's Next?
Emergency Rate Hike Puts Indonesia Under Pressure
Tech-led Selloff Fails To Rebound : What Next?
Q1 Earnings Under Pressure?
Tech Rebound Fails, Markets Falter Again
Markets Recover, Uncertainties Remain
Correction or Turning Point for Markets?
Has Crypto Lost Its Momentum?
Economic Data, Interest Rates & Currencies
Malaysia's Banks : Strong Start, Uncertain H2
US Economic Data Impact On Equities
The Inflation Spectre in East Asia
War, AI & Markets
Inflation Numbers To Dictate Central Banks' Actions
West Asia Uncertainty Still Dictates Market Direction
Consider Opportunities in Asia Tech
Malaysia's Real Estate Reality Check
Interest Rates Direction vs Economic Data
US Interest Rate Direction & Tech Results
Bond Markets Raise Alarm Over Inflation Risks
FX Winners and Losers in Gulf Crisis Fallout
US Fed Now Expected to Hike Rates?
Markets Underwhelmed by Trump-Xi Summit
How Much Further Can Asian Tech Go?
S&P Breaks 7500, a Shrinking Fed, and Shanghai’s Surge
AI vs Non-AI Economy: Tech Is Masking Stagflation Risks?
How Real is the NACHO Trade?
Singapore Banks Show Resilience in Uncertain Environment
Markets Ride the AI Wave Amid Rising Global Risks
Markets Navigate Shifting Rates, Oil and Growth Risks
Bitcoin’s Rally Revives the Crypto Debate
Global Stagflation Risks on the Horizon
More Upside to Semiconductors and AI Infrastructure
US Markets Shrug Off Energy Cost Concerns
In Japan, Corruption Shades Growth
Eversendai & AZRB On The Radar
AI Rally Broadens Beyond Mega-Cap Tech
Are US Markets Underpricing Inflation?
Decoding Powell’s Last Fed Message
Will Mag7 Earnings Drive Market Rallies This Week?
An Eye On Earnings Season
Earnings Strength Meets Global Risk
Data, Interest Rates & War : Navigating Uncertainties
Is Malaysia’s Tech Sector Ready for a Rebound?
Equities At Record Highs : How Sustainable Is This?
Inflation Rears Its Head in Asia
Pockets of Opportunities Amidst Volatile Markets
Market Momentum Could Stall in 2H2026
Healthcare Enters a New Growth Cycle
Upside for CPO in High Crude Price Environment
US Markets Break Records Amid War Mixed Messaging
How Resilient are Singapore Equities?
What GDP Downgrades Mean for Markets
US Earnings Season Spur Investor Sentiment
Market Volatility: Hold Steady or Hoard Cash?
KLCI at 1,700: Can the Rally Sustain?
Caution Ahead as Volatility Persists
Equity Markets Volatile As Iran Conflict Remains Unresolved
Ceasefire Announced, Markets Recover : But For How Long?
Markets Adapting To Trump's Bluster
Markets Rise, Messaging Mixed, What Next?
Malaysia's Approach to Tackling the Energy Crisis
Asian Central Banks Brace for Inflation
Opportunities in Volatility
Impact of Iran War on Malaysia's Construction Sector
Equity Markets Rebound, But For How Long?
A Reality Check on Markets Rally
Iran War Key Risk to Malaysia's Consumer Sector Outlook
Equities Continue to Tumble, While Oil Rises
Markets Under Pressure: Oil, Volatility and Investor Strategy
Markets Fear Prolonged Iran War, Despite White House Signals
M-REITs Stay Resilient
Markets Watch War And The Fed
Geopolitical Premium on CPO
Could The Fed Hike Interest Rates?
Managing Market Volatility in Times of War
Ringgit Maintains Momentum in 2026
West Asia War, Impact On Currencies
Bet on Blue Chips Amid Geopolitical Uncertainty
Data Centers Still Driving Construction Growth
Equities Recover, Crude Oil Dips: Is This Sustainable?
Markets Swing on Oil Uncertainty
Oil Shock, Labour Signals and Fragile Markets
Upsides Still for AI Investing
Navigating Economic Data, Oil Prices & War
$120 Oil? China's Export Surge & The Stagflation Threat
Long-Term Markets' Recovery Still Intact?
Oil Breaches $100 As Middle East War Intensifies
Wild Swings In Market Amidst Middle East Conflict
Markets Recover, Crude Oil Soars
A Crisis Can Be A Buying Opportunity
Be Brave & Buy The Iran War Losers
US & Israel Attack Iran : Risk-Off Or Buying Opportunities?
Has the AI Theme Peaked?
Nvidia Restoring Faith In AI
Still Early Days Yet for Impact of Global Tariffs on Asia
Equities Down, Time For Reassessment
Impact of US Tariffs on Malaysia's Economy and Equity Markets
Tariff Uncertainty and its Impact on Markets
The Payoff of Linking Sustainability To Pay in Malaysia
Geopolitical Tensions Drive Oil Price Upwards
To Cut or Not to Cut, Kevin's Conundrum
Winners & Losers of the Singapore Budget 2026
US Tech Not a Compelling Buying Opportunity
AI Scare Turning into A Nightmare?
US Job Numbers Better Than Expected
The AI Theme is Still Here for 2026
Weaker Dollar Has Minimal Impact on US Corporates
US Retailers Buying the Dip
AI, Think out of the Box
Indonesia's Loss is Malaysia's Gain
The AI Theme Taking A Short Hiatus
Singapore, Another Year, Another Rally?
Rotation out of AI into Utilities
What To Expect From Kevin At the Fed
Policies In Place for The Property and Reit Sectors
Look for Other AI Winners
Japan, Caught Between A Rock And Hard Place
No End in Sight Yet for Glove Sector
Is the Tide Turning for Black Gold?
Fed Keeps Rates Steady
Japan Outlook Remains Uncertain
Resource Protectionism Is In
Japanese Bonds and Yen Volatility Rocks Markets
Geopolitical Fear Creeps Into Markets
Geopolitics Keeps Markets Volatile in 2026
Uncertainty over Yen and JGB's
Sharp Correction in US Equities, What Next?
Who Benefits from SARA and STR
Cash Is Still King Due to Tariffs
Gold & Silver, Still Good Long Term Asset
Banking & Tech Reverse Equities' Direction: What Next?
Markets Still Positive But Caution Advised
Do Snap Elections Affect Economies?
Markets Rally Despite Geopolitics And Fed Debacle
Petrochemical Sector, Recovery in Sight
Go Long Equities for 2026
FOMO is Not an Investment Strategy
2026, Economic Uncertainty Lies Ahead
Asian Rally, Early Days yet
A New High for Singapore's Equities in 2026?
US Tech is Good But so Is China Tech
Liquidity will Fuel Another Rally in 2026
The FBMKLCI Outlook For 2026
2026, Another Good Year for Equities & Precious Metals
Watch for Changes in 1Q2026
The Bull Sticks Around for US Markets in 2026
What Will Move Malaysian Stocks in 2026
Another Good Year for Markets in 2026?
Is Santa Clause Coming To Town?
Stay Invested, Stay Optimistic on Markets
Don't Give Up On AI Trades Yet
Not All AI Stocks are Winners
Is the AI Fairy Tale Over?
2026, Time for Small-Mid Cap Stocks?
Appreciating Asian Currencies in 2026
Don't Rule out a Santa Rally
Doesn't Matter which Kevin is Fed Chair
Is the Fed Rate Cut Priced in?
No Surprises, Fed Cuts Rates by 25bps
2026, Another Good Year for Markets
American exceptionalism, A Theme For 2026
Santa Rally is On The Way
Too Soon To Determine Fed Rates Cuts in 2026
Fed Rate Cut Expectations Rise, Markets React
Will The FBMKLCI See Growth in 2026?
North Asian Economies, Some Good and Some Bad
Ideas For Equities Strategy Into 2026
Positioning Your Investments For 2026
AI Theme to Continue in 2026
Fed, Waiting for More Data
Who Will Win The AI Race
The Attraction of Asian Markets
Volatility to Rule Markets for Now
US Markets in A Tailspin
Nvidia Delivers, All is Good in the Tech Space
What’s Behind the Mid-November Stock Market Drop
Markets Down, Opportunities Abound?
Markets Facing Headwinds, What's Next?
What is Making Markets Nervous
Ringgit, Finally Best Performing
US Data Vacuum Continues Despite the Government Reopening
Government Reopens, Markets Cheer
Data Vacuum Makes Fed Decision Harder
US Job Numbers Shock Markets but Nothing To Fear
Watch US Job Numbers Closely
Good Times Keep Rolling for STI
Fragile U.S.-China Trade Deal Holds Promise but Risks Remain
Deals, Deals and More Deals
AI/Tech or Gold?
US- China Trade Deal and What it Means for Market
Construction Sector Still Resilient Amid Headwinds
Fed Rate Cuts Led Certain From Here
Auto Sector Still Moving Along But Watch the Speedbumps
No Surprises, Fed Will Cut
US benefits from There is No Alternative Trade
Sabah’s Time to Shine
Rare Earths, Profits Might Also Be Rare
Oil and Gold Prices Poised to Stabilise
All About AI Bubbles & Overheating Gold
New Japan PM, New Economic Policies?
Utility Sector Powering Up
Buy Both China and US
A Look At US Equities & Gold
Policy Crackdown on Overloaded Haulage
Are Tariffs Damaging the US Economy?
Budget 2026: A Boost for Tech Sector
Getting Ready for A Volatile 2H 2025
Local Consumer Sector Still Resilient In Coming Months
Government Shutdown Won’t Stop Rate Cuts
Selective Winners From Budget 2026
Outlook still Positive but Choppy Markets Ahead
Impact of US Shutdown on Economy
Two More Fed Rate Cuts Likely in 2025
Europe Markets and Economies in Turmoil
Markets at Record Highs, Government Still In Shutdown
Can REITs Rally Maintain Momentum?
S&P 500, Dow Hit New Highs Amid U.S. Shutdown
FOMO In Markets Is Strong
Volatility Drives Gold to New Record
Volatility Drives Gold to New Record
US Markets Unfussed, Underwritten & Unimpaired
The Budget 2026 Winners
US Government Shutdown But Keep Calm and Carry On
Shutdowns, Tariffs : What's Next For Markets?
Can Tourism Revive The Philippines’ Troubled Equity Market?
More Trump Tariffs Come Online
The Fed Has Tough Choices To Make
Initiatives to Boost The Singapore Equities Pays Off
September Rally Signals Strength In US Equities
Selective Opportunities Remain In Asian Equities
Valuations Don't Matter, Follow The Money
Malaysia Exports Driven By Reexports
Follow The Money Despite The Valuations
CPO, Still A Money Making Fruit
US Markets Continue to Power Ahead
Why The STI Is This Year's Regional Outperformer
Wall Street Rallies Post-Rate-Cut : What's Next?
Brights Spots In Indian Equity Market
The Fed Finally Cuts Rates : Analysing The Impact
China's EV Boom Sparks Price War
US Consumer Holding Up Despite Jobs Weakness
FBMKLCI, 1690 Here We Come
Fed Rate Cut A Given But How Much?
US Equity Rally Hinges On Fed Rate Cut
The Fed's Inflation vs Jobs Dilemma
Japan Stocks Unfazed by Ishiba’s Exit
3 Fed Cuts Priced In?
Indonesia, Still Many Bright Spots
Recession Risks Cloud US Economic Outlook
Immigration Policies Cloud True US Job Picture
HK Commercial Real Estate Rebound On The Horizon?
Gold Surges To All-Time High On Concerns Over Fed Autonomy
China, Still Legs To This Hot Rally
US Economy Cruises Past Forecasts
Investors Climbing The Wall of Worry
Inflation Is On The Way, Slowly But Surely
US Small Caps In Focus?
Markets Rally After Powell Signals Rate Cuts
Navigating A Bifurcated Economy
Jackson Hole Symposium Leaves Important Clues
From Jackson Hole To Emerging Markets, What's Next?
Safe Havens in Asian Equities
Even Amid Tariffs, US Exceptionalism Intact
ASX, The Region's Sleeper Hit
Don't Expect The Fed To Cut Drastically
Will The Fed Turn Dovish Or Hawkish In September?
Mixed Results From Singapore’s Top Three Banks
Long-Awaited U.S. Rate Cuts Are Just Around the Corner
Asian FX, A Mix Bag
Will Inflation Or Labour Data Guide The Fed?
Malaysian Markets Unfazed By US Tariffs
Don't Forget EM Bonds
Construction Sector, A 13MP Winner
Uncertainty And Confusion Reigns For Tariffs
China's Positives Not Priced in Fully
The Exceptional Growth Is Still in The US
US Slowdown Likely But Recession, No
Tariffs Take Effect: What’s Next For Global Markets?
No Cut, But Fed Faces Internal Tug-of-War
How Long Can The U.S. Economy Hum Along?
Wall Street Record Highs : Still Room To Climb
Hong Kong, The Gateway To China's Growth Story
Market Winners From Cash Relief Measures
Emerging Market, A Hedge To Consider?
Trade Deals Inked But Impact To Economy?
Market Hits A New High, Sustainable?
Is Asia The Bright Spot For Equities?
Staying Cautiously Optimistic
Fed At Crossroads?
Singapore's Equity Defensive Qualities Shine Through
Time For New Fed Chair?
Europe And Their Share Of Issues
Is The Smart Money Going To Europe?
OPR Cut Impacts Banking Sector
Making Sense Of Conflicting News
Markets Rally Amid Uncertainty
Impact Of OPR Cuts On REITs And Property
First OPR Cut Since 2023 : What's Next?
Trump Tariff Letters Elicit Muted Response
Tariffs Disruption Impact Still Unknown
Markets React To Tariff Developments
US Tariff Impact, Yet To Be Determined
Singapore's Defensive Qualities Shine Through
Is The Fed Ahead Or Behind The Data?
The Winners And Losers Of The Big Beautiful Bill
The Economic Impact Of The BBB
Fed Likely To Cut Rates In 2H
Australia, Not the Lucky Country For Markets
Thai Stocks: Time To Buy The Dips?
Of Rate Direction And Potentially Ballooning Debt
Asia Markets To Benefit From Strong Inflow
Markets, Calm Before The Storm?
Fed Trying to Be Neutral like Switzerland
Expect Volatile Oil Prices And Markets
Impact of SST On Markets Limited
Israel-Iran Conflict Repercussions On US Economy
Trading Strategy Post-FOMC Decision & Geopolitical Tensions
Energy Transition And Green Energy Winners
Volatility Calls For Diversification
US Fed Decision In Focus, ASEAN-US Trade Concerns
Gold, Oil & Property In Focus As Israel Strikes Iran
A Different Second Half For Malaysia's Transportation Sector
Israel-Iran Conflict Impact On Markets
Deals, Deadlines & Data: Can Markets Trust The Rally?
US Economy Is Still In Good Shape
Banks, Strong And Resilient
Fed Rates Cuts Delayed For Now
Outlook Improving For Healthcare Sector
The HK Rally Still Has Legs
Uncertainty Still Plaguing World Economy
Hang Seng On The Up and Up
Think Smaller With US Markets
Construction Sector To Still Benefit From Data Centres
Mid-Year PMI Dips Not Unusual
Tariff Uncertainty Weighs On Malaysia's Q1 Earnings
Can Singapore's STI Stay Positive?
Guarded Optimism For Malaysia’s Markets Amid Tariffs And Volatility
Value Still To Be Found In The US
Markets Whiplash From See-Saw Tariff Decisions?
Decoding US And Japanese Bond Markets
Durables Up, Dollar Down: Market Moves Explained
Tariffs, Currencies And Market Signals
Markets On Edge: Fed Caution, Yield Pressure, And The Cost Of Reshoring
Big Beautiful Bill Passed (Narrowly): What's Next?
Investors Waiting For Fed Rate Cuts
China Property Sector Stabilising But Not Out Of The Woods
Trump's Tariffs Beginning To Bite
Markets Unfazed By Moody's US Downgrade
Cautious Optimism Amid Shifting Economic Indicators
Opportunism Bounds, Optimism Creeps
Buy America Back In Play For Markets
Riding The AI Wave: Caution Or Opportunity?
Market Reprieve Doesn't Mean A Return To US Exceptionalism
Tariffs Heighten Recession Risk For Thai Economy
Fear Is Ebbing In Markets
Is Fed Policy Behind The Curve?
Defensive Plays To Counter Asian Market Volatility
Trade Deficit, Asia Currencies: Market Implications
Singapore Remains A Resilient Haven
Investors Have To Navigate Cross-Currents
Rough Seas For Asian Shippers
Markets Rally Amid Tariff Lull
Cracks In The US Economy?
Cautious Optimism Ahead Of US Data Releases
Equity Plays To Consider Amid Trade Tensions
Navigating Asia's Volatile Equity Markets
Markets Stabilise But Caution Lingers
Malaysia's Banking Sector Still Rather Resilient
Global Markets Rebound Unevenly As Investors Seek New Safe Havens
Uncertainty Clouds The Logistics And Port Sector
Dead Cat Bounce Or Recovery In Sight
Embrace The Velocity
Construction Sector Bright Spot in Uncertain Times
Battle For Fed And Future Of Dollar
Investors Scurry For Cover Amid Trump Vs Fed Rhetoric
Equities Dimming In The Land Of The Rising Sun
US Exceptionalism In Question
Still Overweight On Local Property Sector
US Corporates Fortunes Driven By The Consumer
Tariff Flipflop Leads To Policy Uncertainty
Uncertainties Remain on Tariffs, Treasuries & Trade
Pay Attention To The Outlook In Result Season
Singapore Eases Currency Band As Expected
Don't Expect The Trade War To End Soon
Tariffs Cloud Market Outlook
Tariff Pause And Market Surge
Tarrifs And Its Impact On Currencies
Domestic Plays To Weather Global Volatility
Stagflation Ahead For US Economy?
Indonesia's Growth And Rupiah Impacted By Tariffs
Tariffs Continue To Weigh On Markets
Singapore, A Safe Haven Island Amidst A Tsunami of Tariffs
Markets In Free Fall, What Next?
Market Correction Is Not Over
US Markets Nosediving On Tariff Thursday
Domestic Reasons To Stay Positive On Bursa Malaysia
Tariff Bad News Might be in the Price
Silver Lining In Asian Markets
Pick Your Sectors Carefully
Stocks Picks For The Data Centre Boom
Here Comes The 25% Auto Tariffs
No Contagion Effect On Asian Currencies
Malaysia’s Auto Market: Challenges & 2025 Outlook
Potential US Recession Or Stagflation?
Malaysia’s Property Market Slows Amid Challenges
The Switching Strategy Will Pay Off
How Will Reforms Impact Healthcare Stocks?
Investors Cautious Over Tariff Uncertainty
Is The Rate Cut Trajectory On Track?
Higher Probability Of A US Recession
Asean Integration, A Win For Win For Malaysia
Market Rebound: Sustainable Or Short-Lived?
Be Picky With US Equities
SOS, US Drowning In Debt
Reading The Tea Leaves to Determine A Recession
US Markets Routed Amid Recession Fears
European Defence Stocks Flying High
Stability Can Be Found In Malaysian Fixed Income Market
Markets Fatigued Over Neverending Tariff News
Tariffs Will Be More Painful For The Rest of The World
For Malaysian Equities, Cheap Is Not Enough, Visibility Counts
And All Out Tariff War Benefits No One
Potential Bright Spots For Fixed Income
Mood Change For US Markets
US Economy Dips In 1Q
Daily Tariff Confusion by Trump
US Markets Underperformance Could Turn
Tariffs Starting To Impact US Consumer Confidence
US Exceptionalism, Still Present But Less Shiny
For Malaysian Equities, Keep Your Eyes On Palm Oil And Tech
US Consumers Slowing Down
The Singapore Budget 2025 Effect
Shoots Of Recovery In China?
Investors Shifting To Other Markets
The Impact Of A Slowdown On Rate Cuts On Asean Banks
Time For Rotation In US Markets
It Makes Sense To Diversify
Tariffs Might Be Priced in Already
CPO Prices, More Room To Rally?
Inflation Points To Higher For Longer Rates
Emerging Market Currencies In A Flux
US Trading Themes : Jobs, Consumer Confidence
Diversify To Asia, It Makes Sense
Fed Has No Choice But To Wait And See
The Good News Is Priced In For Glove Makers
US Tariffs Create Market Uncertainty
Markets Are Not The Economy
A Mixed O&G Outlook
Turning Defensive In Malaysia
Tariff Weekend Creates Even More Uncertainty
Will Indian Equities Rebound?
Fed Fund Rate Path Remains Uncertain
Deepseek's Impact On US Markets
Australia Less Of A Lucky Country In 2025
Tariffs Might Change Fed Trajectory
US Markets Priced to Perfection, So Caveat Emptor
Does The Construction Sector Rally Have Legs In 2025?
The Trump 2.0 Impact So Far
Market Reaction To Trump 2.0
Oil Prices Softer In 2025
US Markets And Dollar To Reign Supreme Again
Navigating 2025 Market Volatility
Limited Policy Levers In Trump 2.0
Whither US Equities In 2025 With A New US Administration?
Will The Singapore STI Rally Sustain Through 2025?
Trading Strategies Ahead Of A Trump 2.0
US Inflation Trajectory And The Feds' 2025 Strategy
Japanese Equities' Direction For 2025
Fixed Income Offers Attractive Yield In 2025
Bargain Hunt On Dips Remains A Strategy
Banking Sector Outlook 2025
Will The US Equity Market Rally Broaden In 2025?
Optimism For Malaysia's Property Sector
December Reports From Feds & Labour Department May Give Clues
Fed Rate Direction In Focus Again
Markets Rethink Fed Policy Trajectory
More Upside For Construction
Inflation Back In The Spotlight
Are Markets Too Optimistic About Fed Policy Trajectory?
AI Data Centres Expected To Generate Multiplier Effect
Double Digit Gains For S&P500 In 2025?
First 10 Days Reveal 2025 Trade Trends
A Recap Of The FBM-KLCI And A Look Ahead
Investing Strategies For 2025 As Trump 2.0 Begins
Expect More M&A Deals In 2025
Beware Inflation In 2025
US Markets Dominance To Continue
The US Federal Reserve: Preparing For Trump 2.0
US Market Rally Likely To Continue In 2025
The Fed Maintains Their Hawkish Stance
Remain Bullish On Gold
Investors Still Looking For Growth
Waiting For The FED Dot Plot For Signs Of Higher For Longer
Look For Value In US Small Caps
Yuan And Its Correlation with EM Currencies
Gold, A Shining Alternative
The Rate Cut Is In The Price But What's Next?
Will US Equity Markets Reign Supreme In 2025?
Construction Sector Building Their Way To A Record Year
Bottom Up Approach Still Works Best For Malaysia
Singapore STI, A Sleeper Hit
US Equities Hit Another New High
Fixed Income Strategies To Adopt In A Volatile Market
Fed Neutral Rate And Pace of Cuts, Up In Air
Domestic Themes Reign In 2025
One More Fed Rate Cut In 2024
Thematics Will Pay-Off In 2025
Tread Carefully, Markets Priced To Perfection
Robust 3Q US GDP Numbers
Singapore, The Sleeper Hit
Markets Positive On US Treasury Secretary Pick
Where Are Interest Rates Headed In 2025?
US Jobless Claims Changes Rate Cut Trajectory?
Nvidia, The FOMO Trade
December Rate Cut Still In The Cards
Turning More Cautious On India
Fed, In A Tight Spot
US Exceptionalism Remains
Pace Of Cuts In 2025 Uncertain
Trump Tariffs Might Be Good For Asia
Waiting For Trump And His Policies
Trump Tariffs Could Trigger US Trade Frontload
US Markets Rally On Trump Trades
Markets Loving A Trump Presidency
Fed Cuts Rates As Expected
US Markets Cheer Trump Win
Indonesia, A Laggard But Why?
Still Waiting For Details On China's Stimulus Plans
For Fixed Income, Stay Neutral For Now
All Eyes On Politics For A Change
Fed Rate Cut Is Expected
Tech Is Priced To Perfection
Growth Still Trumps Value
Japanese Markets In A Flux
China And Asean, Don't Ignore The Investment Opportunities
Busy Week For US Economic Data, But Focus On Elections
Palm Prices Hit A New High, But Sustainable?
Fed And Results, Both Impacting Markets
Trends This Corporate Earnings Season Amid Geopolitical Risks
Few Mega Projects But All Systems Go For Contractors
How Might Elections Impact Goldilocks US Economy?
The Bullrun Continues For US Markets
Balanced Budget 2025 Neutral For Equities
Reality Check For Tech In 2025?
Singapore GDP Expected To Hit 3%
Recalibrating The Fed Neutral Rate
Auto TIVs Losing Momentun
Politics Matter Less In Japan
All Will Be Revealed At China's MPC
FBMKLCI Waiting For A Second Wind
Where Are Opportunities Amid Record Highs For Equities
Expect Good News For Contractors In Budget 2025
Volatile US Markets Ahead Of Presidential Elections
China Stimulus Watch: Rhetoric Over Action Expected
More Upside For The Land Of The Rising Stocks?
Bumper Year For Palm Oil In 2025?
Markets Hoping For Growth Amid Stretched Valuations
Duration Matters For Fixed Income In Volatile Markets
Waking Up China With Stimulus
ASEAN Equities: Who Is Leading The Way?
Buy If There Is A Pullback On China
Tailwind For FBMKLCI But Watch The Volatility
Hot US Job Reports Upends FOMC Trajectory
More Upside To Japan Equities Despite Uncertainty
Can The FBMKLCI Maintain Momentum In Q42024?
What Does The New Prime Minister Mean For The BOJ?
Legs To China's Rally?
Reassessing Portfolio Allocations Amid Geopolitical Tensions
Markets Continue To Defy Expectations
Will Glove Stocks Still Feel The Love?
Market Strategies Going Into Q4 2024
What's Driving India's IPO Boom?
China's Calibrated Stimulus
Keep Tabs On US Energy Stocks
Mixed Fortunes Of Transport Sector
Making The REIT Decision
Is The Fed Taking Its Eye Off Inflation?
Soft Landing Still In Sight For US Economy
RBA Expected To Stay Pat
Relief For Consumer Stocks In 2H2024
Singapore's IPO Drought
Records Broken On Wall Street Post-Rate Cut
The 50-point US Fed Rate Cut And Its Impact
Are Hong Kong Equities Losing Their Shine?
Policy Expectations Buoy Malaysian Markets
Decision Time For The Federal Reserve: What Next?
Busy Week For Central Banks
New Neutral Rate For Federal Reserve
Rate Cycle Change Benefits S-REITS
Lower Rates Don't Benefit Banks
Don't Ignore Asean Equities In This Rate Cycle
US Soft Landing Still On Horizon
Engines On For The Singapore Equity Market
Its Macro Data, Not Earnings That Move US Markets
US Economy Depends On The Consumer
US Recession Still At Bay
Is The Fed Behind The Curve With Rate Cuts?
Solid Q2 Earnings Boost Market Sentiments
Opportunities From Wall Street Tech Sell-Off?
US Equities Still A Buy Despite A Recession
Upside Risk Surprise For Singapore?
Gold Is A Reflection Of Markets
Fixed Income Offers Both Yield And Upside
Impending Fed Cuts Attest To Slowing US Economy
Focused Shift From Inflation To Labour Markets
Maybe Time To Look At The Laggards
Australia, The Lucky Country But Not In Equities
Easy Money Has Been Made For Markets
Is the Yen Carry Trade Over?
China Tech Tops Earnings Season
Fed Cut In September, Worst Kept Secret In Town
The US Recession Is Here Already
Volatility Can Be An Opportunity
Upside Risk To Singapore's GDP
There Is No Alternative, US Dollar Is Still King
Defensive Ideas For A Volatile Market
Money To Be Made In Both An Up Or Down Market
BOJ Undeserving Scapegoat For Market Madness
Amid Market Volatility, Stay Tight For The Long Term
Japan Equities, Volatility Is The Name Of The Game
For Long Investors, Be Brave Buy The Dips
Malaysian Banking System Holding Up
Investor Jitters As Soft Landing Recedes
Japan Says Sayonara To Ultra Low Rates
Fed Signals September Rate Cut
Central Bank Week is Upon Us
Opportunities Exist For Both India And China
Beneficiaries Of A Fed Rate Cut
Don't Write Off Japan Yet
Is The Tech Bull Now A Bear?
AI And The Impact On Malaysian Healthcare Sector
Japan's Multiple Economic Challenges
The Auto Sector Is Revved Up
In China Or US, Tech Is Still A Buy
US Tech Still Miles Ahead
Geopolitical Risk Heightens With Biden Out
Tech Rally In Malaysia Still Has Legs
Trump Trade Dominates Markets
Will Trumponomics Thwart The Tech Trajectory?
Stay Overweight In Taiwan And India
What Not to Expect from China's Third Plenum
Its Always Good To Take Some Profits
The Construction Sector Rally Is Still Building Up
Tech Still Shines Be It US Or Japan
Singapore Markets Are In A Sweet Spot
Time To Relook At The Laggards
Time For A JCI Rerating?
Fed Inching Closer To Rate Cut
Banks Leading The Way For STI
Little To Excite Chinese Markets
Euro & Pound Staying Firm
Numbers To Move In The Right Direction?
What Economic Headaches Await UK's Keir Starmer
Data Centres Powering Up Utility Companies
Tesla And Nvidia, Is there Still Upside?
Ignore The Confusing Mixed Data
Bursa Malaysia, Time For Foreigners To Return
The Data Will Guide The Federal Reserve
2H2024 Strategy: Commodities, Defensive Stocks And Mega Tech
RHB Neutral On Auto Sector, Weaker TIV For 2H2024
FBMKLCI Starts On The Right Note, Can That Continue?
US Elections Non-Event For Markets
Yen Reaches New Low, Intervention Imminent?
Will China's Third Plenum Excite Markets?
Markets Won't Stay Sanguine On US Elections
A Turning Point For SREITS
Is There Still Room for Upside with Nvidia?
Gold, Remains The Safe Haven Asset
A Correction is Healthy, Take Advantage of It
AI, The New Frontier For Markets
Time For China To Turn On The Monetary Taps
From Planter To LSS Player
US Markets Hit New High Thanks To Tech, Again
Shareholders Back Musk Pay Package
Data Centres, A Game Changer For Malaysian Contractors
Fed Set To Cut Rates Once
The Potential Of Vietnamese Middle Class
At the Cusp Of The AI Boom
Data Points To Manageable Inflation
Banking Sector Chugging Along Nicely
Property Sector Set To Scale New Highs
US Economy Is Just Too Strong
Markets Overplay Election Risk
India Markets, Opportunities Still Exist
Nvidia, Hype Or Reality
Q1 Results Bode Well For Malaysian Equities
Watch The Data For Fed Fund Rate Direction
Buy Quality Companies When Markets Correct
Trump's Guilty Verdict Impact On Markets
Cautious Rally In STI
Inflation Is So Sticky, Leaving The Fed Few Choices
Utilities And Cooper, Proxies To AI
Markets Still Have Upside
Singapore's Economic Growth On Target
Fed Might Just Manage The Perfect Landing
Keep Some Cash To Buy When Market Corrects
AI Is Profitable, Not Just A Concept
Time for Metals To Shine
Is This Dow Jones' Rally Sustainable?
Risk On Mode Is Back
Will Latest CPI Figures Change Fed Trajectory?
Malaysia, The Land Of Opportunity
Street Might Be Too Bullish
Look To The Yuan For Ringgit Direction
Bumpy Road Ahead for US Corporates
Muted Guidance Points To A Slowdown In US Earnings
The Malaysia Equity Rally Still Has Legs
Some Bright Spots In China's Economy
Look At The Cyclicals For The Summer Rally
What Does US Policy Rates Mean For Asia?
It's Not To Late To Buy China
A Fed Rate Hike Is Not Implausible
Fed Rate Cut(s) : It's Now "When" Not "If"
No Hard Landing For US Yet
It's Still Risk On For Markets
The Magnificent 7 Are Now The Fantastic Four
US Corporate Results Driving Market Sentiment
The Fed Still Cutting Rates
China EVs Ready For Global Domination?
US Earnings Season Matters
Indonesia: Still the Land of Opportunity
Malaysian Consumer Sector Staying in Neutral
Play The Waiting Game With Markets
Pay Attention To Bond Yields & USD
Central Banks Balancing Between Rate Cuts And Growth
Powell Flip-Flop On Fed Fund Rates
Shoots Of Recovery In China
Safe Haven Assets In Play For Now
Not Complete Smooth Sailing For Chinese Equities
US Banks Sound The Warning Bells
Strong Passive Inflows into Magnificent 7
If US Market Corrects, Buy
Relook US Equities On The Back Of Strong Job Figures
Elections Will Not Derail India's Equity Markets
US Markets Ripe For Correction?
O&G Sector: Overheated?
FED Rate Cuts still On Track
Many Reasons To Buy Malaysian Equities
China Tech Turns A Corner
Its Back To Higher For Longer For Fed Rates
China's Recovery Good For ASEAN
Keep An Eye On Nominal GDP For Gauge Of Market Sentiment
Exuberance Over Fed Rate Cuts Driving Asset Prices
Bullish Outlook for Construction Counters
Impact Of Central Banks' Decisions On Currencies
Sticky Inflation Complicates the US Fed's Rate Path
China's Energy Transition Spurs Metal Commodities' Spike
Will The Singapore STI Index Finally Turn Positive?
Is It The Goldilocks Moment Yet For The Fed?
Why And Where The Federal Reserve Is Heading
China, Shoots Of Recovery?
Oops, Could the Fed Raise Rates Instead
Vietnam, An Investible Frontier Market
Watch The Central Banks This Week
US Valuations Getting Too Rich
2024 Sees Earnings Tailwind For FBMKLCI
Oil, Gold, Bitcoin, And Markets Are Up; Go Figure?
Markets Responding Positively To Stubborn Inflation?
Japan To Finally Raise Rates
Banking Earnings Offer Some Comfort
Korea & Asean Markets Have Value
Not Time Yet For Apple And Tesla
Fed Stays The Course For Cuts
China's GDP Target Of 5% Is Achievable
Bottom Up Strategy For Singapore Equities
Foreign Investors Sour On China, Sweet On Rest Of Asia
Post-pandemic Impact On Aviation & Gaming Sectors
US Markets Rally To Record Highs
Foreigners Are Back In Malaysian Equities
Market Still Marches To The Beat Of The Fed
It's Malaysia's Time Finally
China Heading For A Rebound
Europe Continues To Present Opportunities
Get Ready For The Year End China Rally
AI Bubble in The Making?
The Delicate Balance Between Fiscal Discipline and Goodies for All
Magnificent 7 Equivalent In Asia?
Waiting For The Recession To Turn Up
Singapore's 2024 Budget, Something For Everybody
Magnificent 7 Losing Luster?
The Easy Money Has Been Made For Japan
AI: More Hype Than Substance?
Yuan And Yen, Sliding Against USD
Germany, The Sick Man Of Europe
US Markets Look Overbought
Federal Reserve Staying Hawks
Chinese Markets Need Dose Of Confidence
Less Fed Fund Rate Cuts For Now
Stock Picking Pays In China
US Tech Is Pricey, Be Warned
FED More Doves Than Hawks
What's Next For The Indebted China Evergrande Group?
Buy Big Tech When They Are Dips
Equities & Commodities: The Week Ahead
US GDP Growth Upbeat For 2023 - What's Next?
China Markets Remain Directionless
Japan And Germany Losing Their Industrial Edge
Stable Palm Oil Prices For 2024
Malaysia And China Joined At The Hip
Tech Rally To Reign In 2024
Singapore Banks Not Out Of The Woods
2024 Is Still The Year For Tech
Beware Geopolitical Risk Impacting ASEAN Markets
China's GDP Stronger Than Expected
Tough For Black Gold To Rise Despite Geopolitical Tensions
China's Smartphone Sector Ringing In For An Upgrade
Mixed Bag Of US Bank Earnings
CPI Points To Unfinished Business At The FED
Oil Prices Not Rising Despite Rising Geopolitical Tensions
Navigating The Bond Markets In 2024
HLIB Neutral On Telco And Tech
Singapore Dollar To Stay Strong In 2024
US Elections, Biggest Risk For Markets In 2024
Hawk Or Dove, What Does The Data Tell Us?
Malaysian Tech Staging A Recovery In 2024
Fed Fund Rate Cuts, Delayed?
Thai Markets Set For A 10% Return In 2024
Fed Remains A Hawk
Era Of King Dollar Over
2024 FBMKLCI Target Of 1600, Achievable?
2024, Good Markets But Not Like 2023
Market Consolidation Expected In 2024
Consumer Sector Still Facing Headwinds In 2024
Ringgit To Appreciate But Not So Soon
What's Next Post-Santa Rally 2023?
Risk Adverse Investors Pivot To Gold
Incredible Indian Equities
Time To Look At SEA Equity Markets
Santa's Rally Ends Before Xmas
Global Economies’ Recovery Not In Sight
Holiday Rush Continues To Drive Markets
Australian Economy Hops To China's Beat
ASEAN Banks Resilient Against 2024 Headwinds
Divergent Paths Between US Versus EU/UK Economies
Better Outlook Pushes For Malaysia's Recovery
Rate Cuts Imminent, But By How Much?
Bright Horizon For Construction Sector
Markets Positive On Soft Landing Scenario
Hoping For A Stretch In Demand For The Glove Sector
Central Bank Meetings In Focus, Profit-Taking On Gold
Hawkish Pivot For BOJ?
Positive 2024 Outlook For Malaysian Banks
Positive Prognosis For US Economy
Oil Prices Heading South
Valuations Are Attractive, Don't Ignore Singapore Equities
China Downgrade, AUD Recovery In Focus
3rd Quarter Results Season Getting Better
November Rally Extends To New Year
Australia Dollar Direction Depends On Fed Fund Rate
Good Or Bad, The Santa Rally Is Here
US GDP Stubbornly Strong
Keeping The Faith In Tech
US Consumer Driving Santa Rally
US Consumers Back In The Black
Beware Short-Term Volatility For AI Tech
Oil Prices Appear Irrational
Cloudy Horizon For Japan Economy
Diversification Pays Off In Investing
Time For Asean To Outperform?
Who Is The Real AI Play?
The Fed Still Has Work To Do
Has The Fed Achieved A Soft Landing?
Selected Technology Is Back
Is The Santa Rally Here Already?
Bottom Up Approach Is Key To Outperformance
Golden Opportunities In The Silver Economy
US Stocks' Current Winning Streak: Sustainable?
An Improving Outlook For Asia
Fed Keeping To Its Higher For Longer Mantra
Finding Value In Singapore Equities
Too Soon To Price In Fed Cuts
RBA Likely To Press Pause Button
Singapore REITS Still Offer Value
It's The Yen That Is In Focus
No Trick-Or-Treating For The Federal Reserve
The Magnificent 7 Can't Support The Market Anymore
Don't Pass Up A 10% Correction
Central Banks Facing New Headwinds
Sticky Inflation Persists In Australia
AI Premium Overdone
China Steps Up Its Stimulus
Aviation Sector Flying High From Budget 2024
Markets May Ignore US Results Season
Gold's Luster Won't Last Long
MGS Demand Still Intact
Budget 2024 Was Nothing Burger For Markets
Auto Sector Breaking The Limit
USD Staying Strong For Now
Budget 2024 Is Supportive Of Consumers
Markets Headed For A Choppy 4Q
Unveiling Budget 2024 Property Player Winners
US Reporting Season Will Be A - Ok
Bursa's Winners And Losers From Budget 2024
We Aren't Even Close To Peak Rates Yet
Construction, Will The Winning Streak Continue?
How To Bring Foreign Funds Back To Malaysia
Don't Write Asean Off Yet
US Earnings Season Should Be OK
Don't Overlook The Chinese Equity Market
Is 1 Trillion Stimulus Enough For China's Economy?
High Yields Doing Some Heavy Lifting For The Fed
Opportunities In Rare Earth Investments
Expecting A Harder Landing
Impact Of Higher Rates For Longer
The 3 Stocks To Pay Attention To In Singapore
For Now, Cash Is King
FBMKLCI, Better Days Ahead
Get Ready For The Year End Rally
Central Banks Waiting For The Fed To Move
Government Shutdown Threat A Concern On US GDP
Markets Heading Into Bear Territory
China's Property Market Problems Are Contained
Buy Japan Equities On The Dip
Thumbs Up For NIMP And NETR
Rate Hikes Impacting Growth Stocks
Indonesia Is In A Sweet Spot
US Federal Reserves Leaves Rates Unchanged - What Next?
For IPOs, It’s Profit That Counts Not Cash Burn
Equity Traders' Eyes On Interest Rates
Thailand Economy Moves Forward With New PM
Interest Rate Decisions Still Drive Equity & Currency Movements
Asian Bond Market Still Resilient
Will Softbank ARM’s IPO Continue The NASDAQ Rally?
US Inflation Rises, Feds To Stay Put On Rates
Is Japan's Economy Booming?
ECB Rate Decision Amidst Slowing Economic Growth
India, China & Australia Considerations
Don't Discount China Stocks
Higher For Longer Interest Rates Dragging Down Yen And EM Currencies
Asean Equities Vis-à-Vis China's Economy
KLProperty Index Rallies, Why?
Australia, Not the Lucky Country For Now
2Q Result Season, No Real Big Surprises
There Are Catalysts For A Market Rebound
15 Stocks That Were In The Headlines In 2023
Time To Look At Malaysia And Indonesia
AI Is Here To Stay Both In China And US
Chinese Banks Cutting Deposit And Loan Rates
China-US Know They Need Eachother
The Outcome From Jackson Hole Is Higher For Longer
Are Markets Trading Higher On FOMO?
Is R-Star The New Catchword At Jackson Hole?
The Listing of ARM, Priced To Perfection?
All Eyes On Jackson Hole: Watching For A Dove Or Hawk?
Likely Another Hawkish Symposium At Jackson Hole
Profit Taking On NASDAQ A Healthy Correction
Fitch Is Late To Game
Surprise Rate Cut In China Follows Bad Economic Data
What’s Next For Singapore?
Stay Cautious On Tech
Stay Invested, Implementation Begins Now
Bullish On US But Cautious On China
Watch The Yen Closely
China's Macro Data A Cause For Concern
Asian Markets, A Game Worth Waiting For
Markets Look Pricey, Caveat Emptor
Hang In There, One More Fed Rate Hike
Where Is The Magic Boom From China’s Reopening?
US Heading For A Boomerang Recession
Stocks Retreating From Middle America Spending Pinch
Fitch Downgrades The US
US Stocks Still Preferred
US Construction Boom Sustainable?
Fed Says No Recession Likely
Will M&A Or Mega Projects Spur Construction?
No Surprises, The Fed Hiked by 25bps
Ignore China Tech At Your Peril
Results Galore In US
US Markets Rally Thanks To Magnificent 7
China Policy Makers To Do More On Fundamentals