Market Watch

Episodes

• Tourism: Aim for Value Over Volume 21.07.2026 9m

  Foreign tourist arrivals have returned to Malaysia, reaching 26.6 million in 2025 and surpassing pre-pandemic levels of 26.1 million in 2019. However, should Malaysia focus on attracting higher-spending visitors rather than simply increasing tourist numbers? We speak to Redza Abdul Rahman, Director of Research at BIMB, for some answers.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Markets Weigh Oil, Rates and Risk 21.07.2026 10m

  Global markets are navigating a complex mix of geopolitical tensions, resilient economic data, and shifting expectations for interest rates. Despite renewed conflict in the Middle East, oil prices remain well below recent highs, while investors continue to assess the outlook for equities, bonds, and safe-haven assets such as gold. As the second half of the year unfolds, what are the key risks and opportunities shaping global markets?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Asian Equities & AI: Where is It Heading Towards? 20.07.2026 9m

  The artificial intelligence boom has fuelled a rally in Asian stock markets to record highs as investors rushed to join the AI bandwagon. But the recent market sell-offs have raised concerns that the massive AI infrastructure investments may not result in the short-term profits to justify the lofty valuations of these stocks. Is this latest pullback simply a temporary bout of profit-taking, or does it signal the start of a more prolonged downturn? We speak to Herald van der Linde, Head of Equity Strategy of the Asia Pacific at HSBC.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Tech Stocks : Correction or Something More? 20.07.2026 12m

  Wall Street chalked up another red day with equities pressured by elevated crude oil prices thanks to the US-Israel war on Iran, while tech stocks continue to be sold off. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, shares his insights into the latest market movements and what we can expect going forward.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Markets in the Red : War and an AI Sell-off 19.07.2026 12m

  The past week saw equities slump as the US-Iran war escalated and investors sold of tech and AI stocks. Laurent Lequeu, Independent Market Analyst & Writer at the Macro Butler Newsletter, shares his insights into equity markets as well as commodities in the weeks ahead.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Cement And Aluminium: The Unsexy Backbone Of The Build-Out 16.07.2026 9m

  AI and data centres may grab the headlines, but someone has to supply the concrete and metal to build them. RHB Investment Bank has an Overweight call on Malaysia's basic materials sector, with top picks Press Metal and Malayan Cement offering an estimated 25–37% upside. Equity analyst Iftaar Rusli walks us through how a 4% stronger ringgit cuts both ways for producers, why Indonesia's coal regulations matter for Malayan Cement's margins, and whether post-war reconstruction in the Middle East could be the sector's next big order book.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Earnings, AI & Geopolitical Risks 16.07.2026 10m

  What can we expect from Wall Street's earnings season to AI-driven chip stocks, oil prices and US interest rates expectations? Tim Waterer of KCM Trade breaks down the key themes shaping global markets and what investors should be watching next.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• US Inflation Outlook in the Midst of War 15.07.2026 11m

  US equities managed to register gains on comments from the Federal Reserve indicating that inflation may have peaked and should be edging down in coming quarters. Tony Nash, an economist at Main Street Alpha, shares some perspective on what to expect even as the Iran war continues to cast a shadow on US consumer prices going forward.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Markets Brace for Middle East Shock 14.07.2026 8m

  Renewed tensions in the Middle East have pushed oil prices higher, reviving concerns over inflation, interest rates, and the global growth outlook. Yet investors have continued to favour emerging markets and AI-related stocks, highlighting the resilience of risk assets despite rising geopolitical uncertainty. As oil, bonds, equities, and technology pull markets in different directions, where should investors be looking in the second half of the year?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• US Bank Bonanza Sets Tone for Q2 Earnings Season 14.07.2026 12m

  The major US banks reported blockbuster earnings this week, driven by investment banking, capital markets and trading. How much will this be reflected in the broader earnings season? We discuss the outlook for the US economy and markets with David Dietze of Dietze Wealth Management,Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Malaysia's Utilities Sector Powering Ahead 13.07.2026 9m

  Malaysia's utilities sector is poised for a bright future, as a result of rising capital expenditure and increasing electricity demand, with consumption for 2026 projected to expand by 4.5% to 5.5%. Nurzulaikha Azali, an analyst at BIMB Securities Research, shares her insights on this sector.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Gulf Escalation Puts Pressure on US Fed 13.07.2026 11m

  The resumption of a US blockade in the Strait of Hormuz and military strikes in the Gulf threatens to send oil prices soaring once again. How will this affect US Fed policy and market sentiment? We discuss the trends with Joe Quinlan of the US Trust-BOA Private Wealth Management.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Hyperscaler Capex A Barometer for Chip Momentum 12.07.2026 10m

  SK Hynix's debut on the Nasdaq last Friday was the biggest IPO by a foreign company on record raising USD$26.5 billion. What factors will influence the trajectory of chip players in the coming months? We discuss this and other market trends with Kingsley Jones of Jevons Global.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Markets Shrug Off War — Should They? 09.07.2026 11m

  Wall Street barely flinched this week, even as US strikes on Iran pushed oil higher and rattled the Strait of Hormuz. Tim Mulholland of TJM Limited in Chicago thinks that calm deserves scrutiny. He walks us through what the latest US economic data reveals beneath the surface, where the smart money is rotating as geopolitical risk builds, and why the sliding Japanese yen — now at multi-decade lows — might be a bigger threat to markets than anything happening in the Gulf.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Inflation Outlook & Interest Rates 08.07.2026 12m

  The US Federal Reserve's minutes for its June meeting has been released indicating that the central bank remains divided over the future path of interest rates, with policymakers split between the possibility of cuts and further hikes. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, shares his insights into how this will also dictate the trajectory of currencies.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Can Airlines Stay Profitable as Costs Soar? 07.07.2026 11m

  Global airlines continue to benefit from resilient travel demand, but surging fuel prices, supply chain disruptions, and aircraft delivery delays are putting growing pressure on profitability. While some carriers are adapting through fare increases, fuel hedging, and network changes, others face tougher operating conditions as geopolitical tensions reshape global aviation. Can the industry continue growing while navigating higher costs, capacity constraints, and the long road to net-zero emissions?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Can Europe Keep Beating the US? 07.07.2026 12m

  Global markets are entering a new phase as investors weigh diverging economic and policy trends across major economies. Japan is grappling with mixed domestic data and a weakening yen, while Europe's equity markets have surged to record highs, outpacing the United States amid improving growth expectations and lower energy prices. As central banks chart different paths and oil prices continue to ease, where are the best opportunities for investors, and could leadership in global markets be shifting?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Tech, Crude Oil, Equities : What's Moving Markets? 06.07.2026 12m

  There appears to have been a rotation back into tech, AI and semiconductor stocks, leading the Dow Jones to hit a new record again. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, shares his insights into how the markets are moving plus an outlook into where crude oil prices may be heading.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• US Markets: Healthy Sector Rotation in Play 05.07.2026 12m

  The Dow Jones closed last week at record highs; in contrast the S&P 500 and Nasdaq have been in a consolidation pattern for the past month. What are the factors driving this divergence? We discuss this and other market trends with Dilin Wu of Pepperstone.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
• Markets Rotate as Global Growth Diverges 02.07.2026 12m

  Global markets are sending mixed signals, with US blue chips pushing to new highs even as technology stocks lose momentum. Investors are also weighing a resilient US labour market, signs of stronger manufacturing activity in China, falling oil prices, and renewed interest in gold as expectations for Federal Reserve rate cuts evolve. As leadership shifts across sectors and regions, where are the best investment opportunities, and what risks could derail the current market narrative?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.