Market Watch

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  Market Watch - Sep 25, 2026 25.09.2026 12min

  Market Watch - Sep 25, 2026See omnystudio.com/listener for privacy information.
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  Is Higher for Longer Interest Rates Still Bullish For Stocks? 24.09.2026 10min

  The Fed has raised rates and says they'll stay high for longer, and Treasury yields are at levels not seen in years. So is that bad news for stocks, and does the AI growth story still hold up? We speak to Patrick Chang, Chief Investment Officer, Segments & Propositions at CIMB, about what's changed in his outlook, how he's thinking about diversification and hedging, and the indicators he's watching over the next few months.Click here to find out more about CIMB Chief Investment Office.See omnystudio.com/listener for privacy information.
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  Can Asia Withstand Another Rate-Hike Cycle? 23.09.2026 11min

  The Federal Reserve and Bank of Japan have both raised interest rates, putting renewed pressure on Asian central banks as the US dollar remains strong. Meanwhile, China is grappling with weak domestic demand and record-low loan growth even as the yuan strengthens ahead of Xi Jinping’s meeting with Donald Trump, while South Korean equities continue their extraordinary rally. How vulnerable is Asia to another global tightening cycle, and which economies are best placed to navigate it?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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  Is the AI Rally Really Back? 22.09.2026 12min

  Wall Street's enthusiasm for the Magnificent Seven seems to be back as the Nasdaq closed at a new record high, but questions remain over AI valuations, infrastructure spending and the concentration of market gains. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares his perspectives on if investors should lean back into AI.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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  Why Aren’t Healthcare Stocks Keeping Up? 21.09.2026 9min

  Malaysia’s healthcare sector delivered strong earnings growth in the second quarter, supported by higher patient volumes, rising revenue per patient and growing medical tourism. Yet share-price performance has been mixed, with several major hospital operators underperforming the broader market despite improving fundamentals. Have investors already priced in the sector’s growth prospects, and which healthcare stocks still offer compelling opportunities as valuations become increasingly stretched?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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  Are Markets Too Calm About Higher Rates? 21.09.2026 13min

  US equities remain remarkably resilient despite Treasury yields around 5%, oil above US$100 and the Federal Reserve raising interest rates again. Elsewhere, the Bank of Japan and Reserve Bank of Australia are also tightening policy, while investors await a potentially consequential meeting between Donald Trump and Xi Jinping. With gold pushing back towards US$4,400 an ounce despite a stronger dollar, are markets underestimating the risks from higher rates and geopolitical uncertainty?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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  S-REIT Had Good Earnings, But Bad Share Prices 18.09.2026 9min

  Singapore REITs came out of the June quarter with stable occupancy, positive rental reversions and disciplined balance sheets. Share prices tell a different story. The REIT Index is still in negative territory year-to-date while the broader STI is up more than 10 per cent, with high interest rates and rising bond yields keeping the sector under pressure. We ask what's holding it back, whether pure-play data centre REITs are outperforming the diversified ones, and where the house view sees value going forward. We speak to Krishna Guha, Equity Analyst at Maybank Research, Singapore.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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  The Fed Hiked Interest Rates, US Stocks Rallied 18.09.2026 12min

  The Federal Reserve raised rates for the first time in three years, and Wall Street went up anyway. The Nasdaq climbed 1.7% as easing oil prices and softer Treasury yields pulled technology stocks higher, but crude is still above US$100 a barrel and the 10-year is hovering near 4.9%. We ask whether that was genuine comfort with tightening or just a relief rally, which parts of the market are most exposed to stagflation, and what the Bank of Japan's expected move to 1.25% means for yen-funded carry trades. We speak to Tim Waterer, Chief Market Analyst at KCM Trade.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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  Market Watch - Sep 17, 2026 17.09.2026 12min

  Market Watch - Sep 17, 2026See omnystudio.com/listener for privacy information.
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  The US$11.5 Billion Data Centre Rush 17.09.2026 7min

  Money is pouring into data centres across Southeast Asia, with more than US$11.5 billion invested so far, according to a new report by Tracxn. Most of that money has gone to just five companies based in Singapore, while the actual data centres are going up in Malaysia, Indonesia and Thailand. With sovereign funds, pension funds and borrowed money all piling in, it's worth asking how long this boom can last and who really benefits. We speak to Neha Singh, Founder and Managing Director of Tracxn, about where the money is going.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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  Market Watch - Sep 15, 2026 15.09.2026 7min

  Market Watch - Sep 15, 2026See omnystudio.com/listener for privacy information.
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  Can Markets Handle 5% Treasury Yields? 15.09.2026 12min

  US Treasury yields have crossed the psychologically important 5% level as markets brace for another Federal Reserve rate hike, while persistent inflation, heavy government borrowing and US$100-plus oil add to the pressure. Yet US equities have remained surprisingly resilient despite the increasingly difficult backdrop. Can corporate earnings continue supporting stocks as borrowing costs climb, and are investors prepared for a broader period of synchronised monetary tightening around the world?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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  Are Markets Heading for a Stagflation Shock? 14.09.2026 12min

  Oil is back above US$100, bond yields are approaching uncomfortable levels and major central banks are turning increasingly hawkish, raising the risk of a difficult combination of persistent inflation and weaker growth. Meanwhile, investors are weighing whether US Treasuries look attractive at yields near 5%, whether China can shift from export-led growth towards stronger domestic demand, and whether gold can withstand higher rates. Are global markets entering a new tightening cycle, and where can investors find shelter if the energy shock persists?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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  Which Risk Bites Equities First? Oil Above $100 Or Rising Yields? 11.09.2026 12min

  US equities slipped overnight as Brent pushed above US$100, nearly 30% off its early-August lows, while longer-dated Treasury yields kept climbing despite the Treasury tripling its bond buyback to US$6 billion. Hebe Chen, Senior Market Analyst at Vantage Markets, tells us which of those two pressures is the bigger threat to stocks right now, what the latest PPI and jobless claims data mean for Fed rate expectations, and why gold is holding up even with yields elevated. We also look at the yen at seven-month highs ahead of a possible BOJ hike, and what a stronger currency does to Japanese equities and the carry trade.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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  Why REITs Are Delivering But Not Rewarding Investors? 10.09.2026 10min

  Bursa Malaysia's REIT Index has had a roller-coaster year, and unlike the benchmark index it remains in the red — even as the 20 companies it tracks delivered a sturdy set of first-half results, with growth in both revenue and dividends. So why the disconnect? Afifah Ishak, Equity Research Analyst at Affin Hwang Investment Bank, joins us to break down the 2Q2026 reporting season: which sub-sectors are outperforming across retail, office, industrial and hospitality, what the removal of the 10% withholding tax on REIT dividends means for retail investors, how rising bond yields are testing the sector's defensive appeal, and why soft tourist numbers are weighing on hospitality and retail names. She also explains the risks to her Overweight call — and shares her top picks.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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  With Oil Spikes, Where Are Markets Really Heading? 10.09.2026 10min

  Global equity sentiment turned lower as oil prices hit their highest in over three months — but tech has been the surprising bright spot through the latest correction. Tony Nash, CEO of Complete Intelligence, joins us to unpack whether this is a buying opportunity, what's driving diesel and copper to record highs, and why the Atlanta Fed's 4.7% GDPNow forecast has revived talk of a rate hike before year end. He also weighs in on the Japanese yen's surge to a seven-month high against the dollar, and what a stronger yen means for global financial markets.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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  Can Malaysia’s Tech Rally Keep Running? 09.09.2026 10min

  Malaysia’s technology sector has been one of Bursa Malaysia’s standout performers in 2026, fuelled by booming investment in AI, semiconductors and data centres. Second-quarter earnings largely lived up to expectations, but the technology index has since retreated from its highs and valuations remain demanding. Which Malaysian companies are capturing the biggest gains from the global AI spending boom, what could derail the sector’s momentum, and is there enough growth ahead to justify its premium valuations?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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  China: Exports, Banks and the Yuan 09.09.2026 12min

  China’s August exports grew 25% from a year ago, accelerating from the previous month. But this stronger than expected performance was based on three categories: integrated chips, computing equipment and EVs. Meanwhile, with the Chinese yuan hitting a three and a half year high against the USD recently questions are being asked about more upside to the currency. Finally we look at the move by China’s Finance Ministry which led a 360 billion yuan capital injection exercise over the weekend.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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  Can Equities Keep Rising as Rates Climb? 08.09.2026 13min

  Strong US jobs data has kept a September Federal Reserve rate hike firmly in play, testing whether equities can continue performing in an environment of elevated borrowing costs and a resilient economy. In Japan, a stronger yen and speculation over a faster pace of Bank of Japan tightening are also putting monetary policy back in focus. Meanwhile, gold has lost some of its momentum since Jackson Hole. Are markets prepared for further rate hikes, and has gold’s rally finally run its course?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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  Malaysia’s Data Centre Boom Hits Its Limits 07.09.2026 8min

  Malaysia’s data-centre story is entering a new phase as the focus shifts from building facilities to actually powering, cooling and connecting them. With electricity capacity emerging as a major constraint, alongside water availability and network connectivity, the investment opportunity could increasingly move from construction players towards utilities, renewable energy providers and connectivity operators. What will determine which projects successfully come online, and which Malaysian companies stand to benefit as the country’s data-centre industry matures?See omnystudio.com/listener for privacy information.