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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Malaysia's Real Estate Reality Check
Malaysia’s property sector began 2026 relatively stable footing, supported by healthy earnings visibility and strong sales secured over the past two y...
Interest Rates Direction vs Economic Data
S jobless claims data released yesterday indicate that layoffs remain muted while in Australia, the unemployment rate jumped to 4.5% in April to reach...
US Interest Rate Direction & Tech Results
Overnight, the US Federal Reserve's Federal Open Market Committee's meeting minutes were released yesterday, while results from Nvidia came in above e...
Bond Markets Raise Alarm Over Inflation Risks
Global bond yields have risen over concerns that central banks will be forced to hike interest rates in the wake of the ongoing Hormuz blockade. What...
FX Winners and Losers in Gulf Crisis Fallout
Over the past month, Asian FX have been roiled by the ongoing conflict in Iran, with currencies like the South Korean won and Japanese yen trending lo...
US Fed Now Expected to Hike Rates?
The likelihood of the US Federal Reserve raising interest rates has gone up by 40% according to the Fed Funds futures market. Joe Quinlan, Chief Marke...
Markets Underwhelmed by Trump-Xi Summit
Global markets closed in the red following the historic summit between Presidents Trump and Xi Jinping after lackluster announcements. With the Strait...
How Much Further Can Asian Tech Go?
Is the remarkable resilience of Asian markets a sign of structural strength or just a high tech mask for deeper vulnerabilities? While the MSCI Asia P...
S&P Breaks 7500, a Shrinking Fed, and Shanghai’s Surge
Is the historic surge in the S&P 500 a sign of a structural shift or just caution being thrown to the wind? As technology stocks ignore rising yields...
AI vs Non-AI Economy: Tech Is Masking Stagflation Risks?
Are soaring tech stocks blinding the market to a structural collapse in the traditional economy?
While AI demand creates a high-growth "m...
How Real is the NACHO Trade?
The S&P500 set yet another record high this week despite continuing geopolitical tensions over the Strait of Hormuz. What's driving the market rally?...
Singapore Banks Show Resilience in Uncertain Environment
A recent report by the Singapore Exchange noted that combined non-interest income for Singapore’s banking trio hit a record S$5.16 billion in 1Q26, dr...
Markets Ride the AI Wave Amid Rising Global Risks
Global markets continue to rally on AI optimism, with gains broadening beyond major tech names into smaller-cap stocks and Asian markets. But as oil p...
Markets Navigate Shifting Rates, Oil and Growth Risks
Stronger-than-expected US labour data, a leadership change at the Federal Reserve, resilient Chinese trade figures, and elevated oil prices are all sh...
Bitcoin’s Rally Revives the Crypto Debate
Bitcoin’s surge back above US$80,000 has reignited debate over the next phase of the crypto market, driven by institutional inflows, regulatory develo...
Global Stagflation Risks on the Horizon
Markets seesawed on the back of a possible peace deal between the US and Iran, but the lack of certainty kept crude oil prices elevated. Can major eco...
More Upside to Semiconductors and AI Infrastructure
Momentum in chip stocks continues to drive the Nasdaq and S&P500 higher - but is the rally sustainable? And are cyclicals like airlines back on the ta...
US Markets Shrug Off Energy Cost Concerns
According to Bloomberg, consensus earnings growth for the S&P 500 this year is 21% despite the economic volatility resulting from the Middle East conf...
AI Rally Broadens Beyond Mega-Cap Tech
Tech-led earnings remain strong, with AI investment broadening beyond the biggest US names into a wider set of industrial and hardware beneficiaries,...
Are US Markets Underpricing Inflation?
The S&P 500 saw a dramatic rebound of 10.4% in April and hit record highs last Friday, despite oil prices remaining elevated. Are markets underpricing...
Decoding Powell’s Last Fed Message
The Federal Reserve has held US interest rates steady after Jerome Powell's final meeting as chair of the central bank, and with Kevin Warsh set to ta...
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...