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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.
Episode | Date |
---|---|
Risk On Mode Is Back
|
May 16, 2024 |
Will Latest CPI Figures Change Fed Trajectory?
|
May 15, 2024 |
Malaysia, The Land Of Opportunity
|
May 14, 2024 |
Street Might Be Too Bullish
|
May 13, 2024 |
Look To The Yuan For Ringgit Direction
|
May 12, 2024 |
Bumpy Road Ahead for US Corporates
|
May 09, 2024 |
Muted Guidance Points To A Slowdown In US Earnings
|
May 08, 2024 |
The Malaysia Equity Rally Still Has Legs
|
May 07, 2024 |
Some Bright Spots In China's Economy
|
May 07, 2024 |
Look At The Cyclicals For The Summer Rally
|
May 06, 2024 |
What Does US Policy Rates Mean For Asia?
|
May 05, 2024 |
It's Not To Late To Buy China
|
May 05, 2024 |
A Fed Rate Hike Is Not Implausible
|
May 02, 2024 |
Fed Rate Cut(s) : It's Now "When" Not "If"
|
May 01, 2024 |
No Hard Landing For US Yet
|
Apr 29, 2024 |
It's Still Risk On For Markets
|
Apr 28, 2024 |
The Magnificent 7 Are Now The Fantastic Four
|
Apr 25, 2024 |
US Corporate Results Driving Market Sentiment
|
Apr 24, 2024 |
The Fed Still Cutting Rates
|
Apr 23, 2024 |
China EVs Ready For Global Domination?
|
Apr 23, 2024 |
US Earnings Season Matters
|
Apr 22, 2024 |
Indonesia: Still the Land of Opportunity
|
Apr 22, 2024 |
Malaysian Consumer Sector Staying in Neutral
|
Apr 21, 2024 |
Play The Waiting Game With Markets
|
Apr 21, 2024 |
Pay Attention To Bond Yields & USD
|
Apr 18, 2024 |
Central Banks Balancing Between Rate Cuts And Growth
|
Apr 17, 2024 |
Powell Flip-Flop On Fed Fund Rates
|
Apr 17, 2024 |
Shoots Of Recovery In China
|
Apr 16, 2024 |
Safe Haven Assets In Play For Now
|
Apr 15, 2024 |
Not Complete Smooth Sailing For Chinese Equities
|
Apr 14, 2024 |
US Banks Sound The Warning Bells
|
Apr 14, 2024 |
Strong Passive Inflows into Magnificent 7
|
Apr 11, 2024 |
If US Market Corrects, Buy
|
Apr 08, 2024 |
Relook US Equities On The Back Of Strong Job Figures
|
Apr 07, 2024 |
Elections Will Not Derail India's Equity Markets
|
Apr 04, 2024 |
US Markets Ripe For Correction?
|
Apr 04, 2024 |
O&G Sector: Overheated?
|
Apr 03, 2024 |
FED Rate Cuts still On Track
|
Apr 03, 2024 |
Many Reasons To Buy Malaysian Equities
|
Apr 02, 2024 |
China Tech Turns A Corner
|
Apr 02, 2024 |
Its Back To Higher For Longer For Fed Rates
|
Apr 01, 2024 |
China's Recovery Good For ASEAN
|
Mar 31, 2024 |
Keep An Eye On Nominal GDP For Gauge Of Market Sentiment
|
Mar 28, 2024 |
Exuberance Over Fed Rate Cuts Driving Asset Prices
|
Mar 26, 2024 |
Bullish Outlook for Construction Counters
|
Mar 26, 2024 |
Impact Of Central Banks' Decisions On Currencies
|
Mar 25, 2024 |
Sticky Inflation Complicates the US Fed's Rate Path
|
Mar 25, 2024 |
China's Energy Transition Spurs Metal Commodities' Spike
|
Mar 24, 2024 |
Will The Singapore STI Index Finally Turn Positive?
|
Mar 21, 2024 |
Is It The Goldilocks Moment Yet For The Fed?
|
Mar 21, 2024 |
Why And Where The Federal Reserve Is Heading
|
Mar 20, 2024 |
China, Shoots Of Recovery?
|
Mar 19, 2024 |
Oops, Could the Fed Raise Rates Instead
|
Mar 18, 2024 |
Vietnam, An Investible Frontier Market
|
Mar 18, 2024 |
Watch The Central Banks This Week
|
Mar 17, 2024 |
US Valuations Getting Too Rich
|
Mar 14, 2024 |
2024 Sees Earnings Tailwind For FBMKLCI
|
Mar 13, 2024 |
Oil, Gold, Bitcoin, And Markets Are Up; Go Figure?
|
Mar 13, 2024 |
Markets Responding Positively To Stubborn Inflation?
|
Mar 12, 2024 |
Japan To Finally Raise Rates
|
Mar 11, 2024 |
Banking Earnings Offer Some Comfort
|
Mar 10, 2024 |
Korea & Asean Markets Have Value
|
Mar 10, 2024 |
Not Time Yet For Apple And Tesla
|
Mar 07, 2024 |
Fed Stays The Course For Cuts
|
Mar 06, 2024 |
China's GDP Target Of 5% Is Achievable
|
Mar 05, 2024 |
Bottom Up Strategy For Singapore Equities
|
Mar 05, 2024 |
Foreign Investors Sour On China, Sweet On Rest Of Asia
|
Mar 04, 2024 |
Post-pandemic Impact On Aviation & Gaming Sectors
|
Mar 04, 2024 |
US Markets Rally To Record Highs
|
Mar 03, 2024 |
Foreigners Are Back In Malaysian Equities
|
Mar 03, 2024 |
Market Still Marches To The Beat Of The Fed
|
Feb 29, 2024 |
It's Malaysia's Time Finally
|
Feb 28, 2024 |
China Heading For A Rebound
|
Feb 27, 2024 |
Europe Continues To Present Opportunities
|
Feb 26, 2024 |
Get Ready For The Year End China Rally
|
Feb 25, 2024 |
AI Bubble in The Making?
|
Feb 22, 2024 |
The Delicate Balance Between Fiscal Discipline and Goodies for All
|
Feb 21, 2024 |
Magnificent 7 Equivalent In Asia?
|
Feb 20, 2024 |
Waiting For The Recession To Turn Up
|
Feb 19, 2024 |
Singapore's 2024 Budget, Something For Everybody
|
Feb 18, 2024 |
Magnificent 7 Losing Luster?
|
Feb 18, 2024 |
The Easy Money Has Been Made For Japan
|
Feb 15, 2024 |
AI: More Hype Than Substance?
|
Feb 14, 2024 |
Yuan And Yen, Sliding Against USD
|
Feb 13, 2024 |
Germany, The Sick Man Of Europe
|
Feb 12, 2024 |
US Markets Look Overbought
|
Feb 08, 2024 |
Federal Reserve Staying Hawks
|
Feb 07, 2024 |
Chinese Markets Need Dose Of Confidence
|
Feb 06, 2024 |
Less Fed Fund Rate Cuts For Now
|
Feb 05, 2024 |
Stock Picking Pays In China
|
Feb 04, 2024 |
US Tech Is Pricey, Be Warned
|
Feb 01, 2024 |
FED More Doves Than Hawks
|
Jan 30, 2024 |
What's Next For The Indebted China Evergrande Group?
|
Jan 30, 2024 |
Buy Big Tech When They Are Dips
|
Jan 29, 2024 |
Equities & Commodities: The Week Ahead
|
Jan 28, 2024 |
US GDP Growth Upbeat For 2023 - What's Next?
|
Jan 25, 2024 |
China Markets Remain Directionless
|
Jan 23, 2024 |
Japan And Germany Losing Their Industrial Edge
|
Jan 22, 2024 |
Stable Palm Oil Prices For 2024
|
Jan 21, 2024 |
Malaysia And China Joined At The Hip
|
Jan 21, 2024 |