Market Watch
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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.
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6021 حلقة
Will Mag7 Earnings Drive Market Rallies This Week?
Mag 7 stocks have outperformed this month but still lagged the S&P500 on a year-to-date basis. Will this week's earnings results of Microsoft, Alphabe...
An Eye On Earnings Season
Ahead of the release of quarterly earnings from names like Apple, Amazon, Alphabet and Meta, markets have been generally upbeat. Joe Quinlan, Chief Ma...
Earnings Strength Meets Global Risk
First quarter US corporate earnings results have so far beaten expectations led by names like Intel and Honeywell. David Chow, Director of Investment...
Data, Interest Rates & War : Navigating Uncertainties
US jobless claims data and the S&P PMI numbers were released overnight providing insights into the world's largest economy, even as the US-Iran stando...
Is Malaysia’s Tech Sector Ready for a Rebound?
Malaysia’s semiconductor sector is showing early signs of recovery, with chipmakers raising prices and AI-driven demand supporting momentum. But with...
Equities At Record Highs : How Sustainable Is This?
Overnight, the S&P500 and Nasdaq chalked up new record highs as first quarter results of firms like Goldman Sachs, Tesla and IBM beat analysts' expect...
Inflation Rears Its Head in Asia
As the Gulf crisis creates supply shocks and drives inflation across Asia, which countries are more vulnerable? We discuss the regional economic outlo...
Pockets of Opportunities Amidst Volatile Markets
Markets remain volatile despite signs of positivity in sectors like AI and tech, with company earnings supporting this view. Joe Quinlan, Chief Market...
Market Momentum Could Stall in 2H2026
Global markets continue to rally despite the uncertainty in the Strait of Hormuz, partially driven by robust first quarter earnings results. But can t...
Healthcare Enters a New Growth Cycle
Malaysia’s healthcare sector is entering a new phase driven by an ageing population, rising demand for specialist care, and growing pressure on public...
Upside for CPO in High Crude Price Environment
The local palm oil plantation sector is entering a critical period of high volatility with inventories hitting a seven-month low and CPO prices surgin...
US Markets Break Records Amid War Mixed Messaging
Both the S&P 500 and Nasdaq registered record closing highs this week despite ongoing turmoil in the Gulf. Are US markets underpricing the risks from...
How Resilient are Singapore Equities?
The Straits Times Index (STI) started 2026 on a steady footing, rising about 5.1% in the first quarter, even as global markets moved unevenly. But wha...
What GDP Downgrades Mean for Markets
The World Bank and the International Monetary Fund recently signalled slower global growth as a result of the US-Israel war on Iran, now into its seve...
US Earnings Season Spur Investor Sentiment
US markets rallied despite little breakthrough in US-Iran ceasefire talks. What's driving investor optimism and what are the key takeaways from the ma...
Market Volatility: Hold Steady or Hoard Cash?
Uncertainty remains the theme as a fragile two-week ceasefire between Iran and the US remains in focus, despite a blockade of Iranian ports and vessel...
KLCI at 1,700: Can the Rally Sustain?
After a strong rally earlier in the year that saw the FBM-KLCI breach 1,700 points for the first time in seven years, the market appears to have enter...
Caution Ahead as Volatility Persists
Weekend developments in the US-Israel war in Iran continue to dictate the direction of commodities and equities markets, following the failure of both...
Equity Markets Volatile As Iran Conflict Remains Unresolved
Equity markets managed to remain buoyant with the latest developments in the West Asia conflict offering (very fragile) hope that would see the stabil...
Ceasefire Announced, Markets Recover : But For How Long?
Equities rallied across the world immediately after a two-week US-Iran ceasefire was announced, while crude oil prices tumbled 16%, its largest one-da...
Markets Adapting To Trump's Bluster
The S&P500 has risen the last five consecutive days, its longest winning streak since January - have markets largely taken into accounts Trump's antic...
Markets Rise, Messaging Mixed, What Next?
Financial markets continue to be dictated by mixed messaging coming out of the Trump administration in the short term, while in the long term, economi...
Malaysia's Approach to Tackling the Energy Crisis
Malaysia is rolling out measures to safeguard households and the economy, including setting up specialised crisis committees. Dr Cassey Lee, Principal...
Asian Central Banks Brace for Inflation
The conflict in the Middle East has sent Brent crude oil prices above $USD100 for the better part of the past month. How will inflation risks weigh on...
Opportunities in Volatility
World markets were again buffeted by news that the United States and Israel plan to continue attacking Iran, while a possible arrangement between Tehr...
Impact of Iran War on Malaysia's Construction Sector
Malaysia's construction sector is bracing for moderate to significant disruptions as the US-Israel war against Iran threatens global supply chains and...
Equity Markets Rebound, But For How Long?
Equity markets around the world have staged a strong rebound overnight, as crude oil prices decline on (tenuous) hopes that the US war on Iran may see...
A Reality Check on Markets Rally
Are markets getting ahead of geopolitics? Laurent Lequeu, independent market analyst and writer of The Macro Butler Newsletter, breaks down the US ral...
Iran War Key Risk to Malaysia's Consumer Sector Outlook
The rise in global oil and gas prices has raised questions about inflation and its effect on consumer sentiment. How resilient is the Malaysian consum...
Equities Continue to Tumble, While Oil Rises
With the Iran war into its second month and narratives continuing to be confusing, financial and commodities markets remain in flux. Joe Quinlan, Chie...
Markets Under Pressure: Oil, Volatility and Investor Strategy
Markets are under pressure, with oil rising above USD$115, equities sliding into correction territory and volatility on the rise. How should investors...
Markets Fear Prolonged Iran War, Despite White House Signals
US markets tumbled overnight despite news that President Donald Trump was extending the ceasefire on energy infrastructure attacks in Iran for an addi...
M-REITs Stay Resilient
Bursa Malaysia’s REIT Index saw a dip last week following the removal of a decade-long preferential tax treatment, marking a three-month low and leadi...
Markets Watch War And The Fed
Wall Street is higher as traders followed the latest developments out of the Middle East, hoping for progress toward ending the war in Iran. Tony Nash...
Geopolitical Premium on CPO
The palm oil market has been boosted by the ongoing Iran war - crude Palm Oil (CPO) futures have surged to about the 4500 ringgit mark in recent days....
Could The Fed Hike Interest Rates?
Recent economic data indicate continued softening of the US economy at a time when oil prices are under upward pressure due to the war in Iran. What d...
Managing Market Volatility in Times of War
Equity markets have rallied after days of massive losses, while Brent crude oil fell more than 10%, after hitting a 2½-year high, after President Dona...
Ringgit Maintains Momentum in 2026
As the conflict in Iran pushes oil prices above USD100, we’ve seen the ringgit remaining resilient compared to regional peers like South Korea, where...
West Asia War, Impact On Currencies
Day 20 into the United States-Israel war on Iran, Brent crude oil futures have again surged to almost USD110 a barrel, the greenback has registered mo...
Bet on Blue Chips Amid Geopolitical Uncertainty
Oil prices continue to be in the forefront of investors’ minds as Brent crude oil price hovers around the USD100 level. How does this impact the outlo...