The Chinese equity market has been on a tear with the CSI 300 Index soaring about 8.5% in a single day, driven by a significant stimulus package from the People's Bank of China. Yu Junqiang, Acting Head of Equities, Hong Leong Asset Management tells us what investment strategy to adopt and what sectors to pay attention to in light of this. Image Cr…

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview the Grand Final Qualifiers this weekend with the Storm hosting the Roosters and the Panthers facing the Sharks. Plus, Week 4 NFL Bets and a preview of the weekend's Group 1 Racing. Learn more about your ad choices. Visit megaphone.fm/adchoices…

Developments overnight saw Iran launching missiles into Israel, increasing the temperature of what is happening in an already tense Middle East. China is off for the week for the Golden Week Holidays. Laurent Lequeu, an independent market analyst and writer at the Macro Butler Newsletter, shares his views on what he expects markets to look like and…

September is typically a bad month for markets but this proved otherwise this year. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as to why and what this means for markets for the rest of 2024. We also ask if China is still the place to invest after the recent rally. Image Credit: shutterstock.com See omnystudi…

Malaysia’s Big Four glove stocks surged as much as 30% in a single trading day on September 17th, after the US announced increased tariffs on Chinese gloves. Oong Chun Sung, Equity Research Analyst at RHB Research shares his insights into the long-term prospects of this sector and the headwinds to look out for. Image Credit: shutterstock.com See om…

Last week, we saw US data indicating slowing inflation, China announcing a stimulus package which has sent the Shanghai and Hong Kong stock markets rallying, and the Reserve Bank of Australia keeping interest rates unchanged. Tim Waterer, Chief Market Analyst at KCM Trade, takes stock of these developments and how they might dictate market directio…

September 2024 is poised to be the busiest month for IPOs in India in 14 years. The Reserve Bank of India attributes this surge in activity to heightened interest in SME IPOs, with oversubscriptions reaching record levels. Pramod Amthe, Head of Institutional Equity Research at InCred Capital, joins us to unpack the IPO boom in one of the world’s mo…

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to give their best bets for Group 1 Racing this weekend with the Manikato Stakes in Melbourne and the Golden Rose in Sydney. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview the Grand Final Qualifiers this weekend. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview the Grand Final Qualifiers this weekend. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to give their best bets for the weekend's NFL Action. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith

China announced a monetary policy stimulus package this week, coupled with the promise of stronger policy support. Are the latest measures sufficient to deal with the deflationary pressures and the beleaguered property sector? Song Seng Wun of CGS International Securities weighs in. Image Credit: shutterstock.com See omnystudio.com/listener for pri…

The US energy sector has seen positive price action, with Vistra Corp and Constellation Energy coming out as top performers on the S&P 500. Can energy stocks that supply power to data centres replace tech stocks for the AI trade? Tony Nash of Complete Intelligence weighs in on this and more. Image Credit: shutterstock.com See omnystudio.com/listene…

The transportation sector has encountered several challenges in the first half of this year, including supply chain disruptions, the Red Sea crisis, and adverse weather conditions in Asia. These factors have been reflected in the mixed earnings of key players. Will the second half of the year provide some relief? Ahmad Maghfur Usman, Equity Analyst…

Malaysian Real Estate Investment Trusts have recorded a 7% year-to-date rise on the Bursa Malaysia REIT Index in 2024. Jessica Low, a senior analyst at MIDF Research, provides her insights into the outlook for these asset classes and whether or not the current positive momentum still has legs. Image Credit: shutterstock.com See omnystudio.com/liste…

While many analysts are bullish on the US economy achieving a soft landing, independent market analyst Laurent Lequeu is less sanguine about the the outlook. He weighs in on projected trends for the US economy, as well as the potential effects of the PBOC's monetary policy stimulus on Chinese equities. Image Credit: Shutterstock.com See omnystudio.…

Does the 50 basis point rate cut by the US Federal Reserve still signal a healthy US economy? We get reactions from Joe Quinlan of the US Trust-BOA Private Wealth Management on the likelihood of a soft landing and headwinds that could derail these projections. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.…

Last week was a historic one for Wall Street, as the Fed delivered a super-sized rate cut and all three indices are now near record levels. What are the key economic indicators to watch for signals on the health of the US economy and how might other central banks pivot in response to the Fed's easing cycle? We discuss market trends with Kingsley Jo…

Malaysia has experienced weaker consumer confidence in the first half of this year, driven by the boycott movement and the rising cost of living. With the recent strengthening of the Ringgit and interest rate cut by the US, could this help boost sentiment and stimulate consumption in our country? Syifaa' Mahsuri Ismail, Equity Analyst at Hong Leong…

Singapore’s Second Finance Minister, Chee Hong Tat, recently announced plans to review regulatory structures in an effort to revive the city-state’s equities market. These steps follow increasing calls from industry players for government intervention to address the shrinking market capitalisation and sluggish trading volumes on the SGX. Adrian Loh…

Two days after the US Federal Reserve announced a 50-basis-point rate cut, equities reacted strongly with the Dow Jones and S&P500 indices closing at record highs, and above key resistance levels. Tim Mulholland, President at TJM Limited in Chicago analyses the market response and where there might be opportunities for investors going forward. Imag…

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Week 2 of the 2024 NRL finals - their best bets for the weekend's NFL action and Group Racing from Sydney & Melbourne. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to give their best bets for the weekend's racing with Group Racing in Sydney and Melbourne. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Week 2 of the 2024 NRL finals. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Week 2 of the 2024 NRL finals. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to give their best plays for Week 3 of the NFL season. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith

The US Federal Reserve has lowered interest rates for the first time in more than four years, reducing the target for its key lending rate by 0.5 percentage points, to the range of 4.75%-5%. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his insights into how this decision affects equities, currencies and the overall global eco…

Hong Kong’s equity market fell behind India’s in total share value for the first time earlier this year, slipping to eighth worldwide in terms of the value of listings in 2024, behind even Madrid and Amsterdam. Peter Lewis, Director at Peter Lewis Consulting (China) Ltd, gives his take on the future potential of Hong Kong, whose performance is tied…

The FBMKLCI has strengthened by 14% on a year-to-date basis, while the Ringgit has appreciated by 10% against the US Dollar. What's driving confidence in the Malaysian economy, and which equities could see upside from these trends? We get an analysis from Chehan Perera of CGS International. Image Credit: shutterstock.com See omnystudio.com/listener…

The US Federal Reserve begin their two-day policy meeting today with investors widely anticipating the first expected rate, unwind its cycle of aggressive hikes, which started in March 2022. Yeap Jun Rong, a market strategist at IG International talks about how this decision might impact equities as well as the US dollar in the coming months. Image…

The central banks of Brazil, Norway, South Africa, Japan and Britain are all expected to hold policy meetings this week. But perhaps the most watched will be the US Federal Reserve. Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management, shares his insights into whether or not a rate cut will happen and at what quantum. …

The bets are on for the number and quantum of Fed rate cuts till 2025. We ask Tim Waterer, Chief Market Analyst, KCM Trade for his expectations and what will be the neutral rate. We also ask his views on the Chinese equity markets which have hit a low last seen in 2019. Image Credit: shutterstock.com See omnystudio.com/listener for privacy informat…

Singapore’s Real Estate Investment Trust (REIT) sector has been seeing a sluggish performance as the iEdge S-Reit Index is down by 2.8% on a year to date basis, underperforming the broader Strait times index which is up 9% for the same period. Krishna Guha, Analyst at Maybank Securities gives us his perspective and what are this top picks. Image Cr…

JP Morgan and Goldman Sachs have warned of lower earnings. We ask Tony Nash, CEO, Complete Intelligence why and how this is correlated to the Fed Fund rate cut. We also look at the recent appreciation of the Yen and does this mean the end of the Japanese equity rally. Image Credit: shutterstock.com See omnystudio.com/listener for privacy informatio…

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Week 1 of the NRL Finals, Week 2 of the NFL and the weekend's racing headlined by the Makybe Diva Stakes at Flemington. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to give their best bets for the weekend's racing headlined by the Makybe Diva Stakes at Flemington. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Week 1 of the NRL Finals. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Week 1 of the NRL Finals. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Week 1 of the NRL Finals. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Week 1 of the NRL Finals. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to give their best bets for Week 2 of the NFL season. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith

With the Federal Reserve set to cut rates in September, what are the implications to Asean markets after a relatively good run. Andrew San, Head of ASEAN Equities, Amundi Malaysia gives us his perspective whilst looking specifically at Malaysia which is the best performing market in the region. Image Credit: shutterstock.com See omnystudio.com/list…

The US inflation report and consumer sentiment survey will be the data points coming out this week ahead of the Federal Reserve FOMC meeting on 17-18 September. Will this calm concerns over the US economy's health? Economist Carlos Casanova of UBP gives us his projections for the Fed monetary policy. Image Credit: shutterstock.com See omnystudio.co…

SGX did start on a weak note at the beginning of the year but it appears fortunes might be changing as it's up more than 8% on a year to date basis. What were the catalysts for rerating and is there still an upside in a rate easing cycle? Geoff Howie, Market Strategist, at Singapore Exchange tells us. Image Credit: shutterstock.com See omnystudio.c…

Investors are obviously jittery ahead of the FOMC meeting next week with markets in a volatile mode. Kelvin Wong, Senior Market Analyst, OANDA tells us what to expect in terms of the rate cuts and how best to position for that. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.…

The question is not if the Federal Reserve will cut rates but the magnitude. A question that we pose Kingsley Jones, Chief Investment Officer, Jevons Global whilst asking him if he would consider the Australian market a safe haven based on the state of the economy. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.…

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 27 of the 2024 NRL season. Plus, the guys give their best bets for Week 1 of the NFL season and the weekend's racing. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to give their best bets for the weekend's racing with the Moir Stakes at Moonee Valley taking centre stage. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 27 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 27 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoicesPor Jimmy Smith