Domestic Plays To Weather Global Volatility Market Watch podcast

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The healing power of fitness goes far beyond physical benefits—for today’s guest, it’s a form of self-expression and a celebration of what the body can do. In this episode, host Nora McInerny sits down with fitness personality Ivylis Rivera, who shares her deeply personal journey of navigating life with Chronic Migraine while holding onto her passion for movement. Ivylis opens up about the struggle of staying active while facing the fear of triggering a headache or migraine attack and the resilience it takes to keep pushing forward—a resilience that carried her through the challenging journey of finding a Chronic Migraine treatment plan that worked for her. Join Nora and Ivylis as they explore the concept of “soft living,” a philosophy Ivylis embraces—staying active, listening to your body, and building trust in oneself. Click here for Product Information, including Boxed Warning and Medication Guide, or visit https://abbv.ie/prescribing_info See omnystudio.com/listener for privacy information.…

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Domestic Plays To Weather Global Volatility

about a year ago 8:04

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The FBM-KLCI has sagged 14% on a year-to-date basis in anticipation of exorbitant US tariffs of 24%. Where are the defensive pockets in Malaysian equities that can withstand the present volatility? We get analysis from Imran Yusof of MIDF.

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See omnystudio.com/listener for privacy information.

… continue reading

5715 episodes

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Domestic Plays To Weather Global Volatility

published about a year ago

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MP3•Episode home

Content provided by BFM Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BFM Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The FBM-KLCI has sagged 14% on a year-to-date basis in anticipation of exorbitant US tariffs of 24%. Where are the defensive pockets in Malaysian equities that can withstand the present volatility? We get analysis from Imran Yusof of MIDF.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

… continue reading

5715 episodes

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1
Investors Waiting For Fed Rate Cuts 9:57

1 day ago9:57

9:57

President Trump recently met with House Republicans to advocate for the passage of the "One Big Beautiful Bill Act," coinciding with the U.S. Dollar Index slipping below the key 100 level. Tony Nash, CEO of Complete Intelligence, weighs in on what’s driving the decline and how investors should adjust their equity strategies in response to a weaker greenback. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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1
China Property Sector Stabilising But Not Out Of The Woods 9:38

3 days ago9:38

9:38

There have been signs of renewed interest in the Chinese property bond market as the CRIC China Property USD Bond Index rose about 9% this year. Does this point to a light at the end of the tunnel for China's beleaguered real estate sector? Carlos Casanova weighs in on this and other economic trends. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Trump's Tariffs Beginning To Bite 10:11

4 days ago10:11

10:11

US President Donald Trump's "big, beautiful’ tax bill has passed the House Committee hurdle, retailers like Walmart and Mattel confirm they will be passing on costs to consumers and Moody's has downgraded the US government's credit rating. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management unpacks what these all mean. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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1
Markets Unfazed By Moody's US Downgrade 9:01

5 days ago9:01

9:01

Moody's became the last of three ratings agencies to downgrade US sovereign credit due to concerns over the growing national debt. How might this affect the appetite for US equities? We discuss the outlook with Tim Waterer of KCM Trade. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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1
Cautious Optimism Amid Shifting Economic Indicators 8:13

8 days ago8:13

8:13

Song Seng Wun, Economic Advisor, CGS International Securities reflects on the US PPI data as well as the retail sales data and how this impacts the outlook of the US economy and inflation. We ask him about the Fed Chair Jerome Powell's monetary strategy in light of this data and the US dollar trending during the 90-day pause between US and China. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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1
Opportunism Bounds, Optimism Creeps 9:38

9 days ago9:38

9:38

Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank expresses cautious optimism as we express market exuberance over the US-China agreement to lower tariffs for 90 days. Does he share the same level of optimism on the current trade war ceasefire between China and US? Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Buy America Back In Play For Markets 10:38

10 days ago10:38

10:38

Global markets rallied after China and the US substantially reduced tariffs for a 90-day period. Is ‘Buy America’ making a comeback or are other global equity markets looking more attractive at the moment? Kelvin Wong of OANDA weighs in. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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1
Riding The AI Wave: Caution Or Opportunity? 8:16

11 days ago8:16

8:16

The Donald Trump administration plans to rescind some restrictions on AI chip exports, sending waves of excitement through the market. But is it too soon to cash in on the AI trend, given the reversal isn’t final and investors have faced turbulence this year? For answers, we speak with Royce Tan, Senior Analyst at MIDF Research. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Market Reprieve Doesn't Mean A Return To US Exceptionalism 10:23

11 days ago10:23

10:23

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management reflects on US Markets rejoicing over the outcome of US-China talks in Switzerland, which has seen a roll-back of the triple digit tariffs for 90 days as we ask him if the worst of the trade war is truly behind us Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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1
Tariffs Heighten Recession Risk For Thai Economy 7:34

15 days ago7:34

7:34

Last month, the Bank of Thailand cut its key interest rates to 1.75% and slashed its GDP growth forecast this year to a range of 1.3 - 2%. How do tariffs impact the trajectory for Thailand’s economy in the coming months? Poon Panichpibool, Markets Strategist, Krung Thai Bank weighs in. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Fear Is Ebbing In Markets 11:12

15 days ago11:12

11:12

Joseph Sroka, Chief Investment Officer, NovaPoint Capital unpacks how markets have performed amid new trade deals and frameworks announced as US employment data suggests US markets remain robust amid questions on when the Fed will cut rates Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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1
Is Fed Policy Behind The Curve? 12:24

16 days ago12:24

12:24

Fed Chair Jerome Powell signalled a continued wait-and-see approach in determining the interest rate trajectory in light of tariff risks. Tony Nash makes a case for why the Fed shouldn't delay on cutting rates and weighs in on opportunities in the US and other markets. Image Credits: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Defensive Plays To Counter Asian Market Volatility 8:32

17 days ago8:32

8:32

Global markets have been roiled by US tariffs and trade tensions, but are there pockets of resilience in Asian equities to consider? We discuss the outlook for Asian markets with Michael Sun of Eastspring Investments. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Trade Deficit, Asia Currencies: Market Implications 11:44

17 days ago11:44

11:44

The US Federal Reserve is set to make a decision on interest rate soon with a press conference by Chair Jerome Powell to follow. At the same time, the Taiwan dollar and the ringgit have been surging in recent days. Carlos Casanova, Senior Economist at UBP, talks to us about what he is expecting and how current market movements might shape expectations. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Singapore Remains A Resilient Haven 8:35

18 days ago8:35

8:35

With Prime Minister Lawrence Wong receiving a clear mandate in the Singapore elections last week, what impact might this have for Singapore equities? We discuss the outlook for the STI with Vasu Menon of OCBC Bank. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

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Market Watch

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Investors Have To Navigate Cross-Currents 10:03

18 days ago10:03

10:03

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management helps us unpack how business sentiment is evolving in the United States as tariff fears are complicated by falling oil prices amid strengthening Asian currencies. Image Credits: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Market Watch

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Rough Seas For Asian Shippers 8:02

19 days ago8:02

8:02

The global shipping industry is facing economic fallout not just from skyrocketing US-China tit-for-tat tariffs, but also from new levies on Chinese-built ships calling on US ports. What are the implications of this for Asian shipping players? We discuss the impact with Kenneth Loh of Bloomberg Intelligence. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Market Watch

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Markets Rally Amid Tariff Lull 9:12

19 days ago9:12

9:12

US markets have rebounded to post-Liberation Day levels, as investors anticipate breakthroughs in trade negotiations. Is the optimism well-founded, and how might this affect US Fed policy making at the next FOMC meeting this week? Independent market analyst Laurent Lequeue weighs in. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Market Watch

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Cracks In The US Economy? 9:24

22 days ago9:24

9:24

Does the US GDP contraction in the first quarter of the year, coupled with weaker jobless claims data indicate a looming recession for the world's biggest economy? Tim Mulholland of TJM Limited weighs in on why he's less pessimistic about the US economic outlook. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Market Watch

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Cautious Optimism Ahead Of US Data Releases 9:46

24 days ago9:46

9:46

Markets are bracing for key US GDP and inflation data this week, and early signals suggest diverging trends. Visa’s strong results point to steady consumer spending, while Coca-Cola hints at softening demand. Meanwhile, equities and treasuries are rebounding; however, the dollar remains subdued. Looking ahead, jobs and retail data will be crucial. Michele Schneider, Chief Strategist at Market Gauge shares her insights and outlook. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Market Watch

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Equity Plays To Consider Amid Trade Tensions 9:57

24 days ago9:57

9:57

The c like other regional indices is trending in the red on a year-to-date basis as a result of global economic uncertainty. How should Malaysian investors position their equity portfolios to best navigate the volatility? We discuss strategy with Jeremy Goh, Head of Research at CGSI Malaysia. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Market Watch

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Navigating Asia's Volatile Equity Markets 9:18

25 days ago9:18

9:18

Some calm appears to have returned to equity markets worldwide after the whiplash volatility that we saw in early April after Donald Trump announced his Liberation Day reciprocal tariffs (and then backtracked them). Vis Nayar, CIO at Eastspring Investments, shares his insights into how investors are positioning themselves and if Asia still offers pockets of opportunity. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

M

Market Watch

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Markets Stabilise But Caution Lingers 9:19

25 days ago9:19

9:19

US equities have clawed back losses following Donald Trump's Liberation Day declaration. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, joins us to unpack what's driving the rebound, whether there's more upside ahead, and which sectors could lead the next rally. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

M

Market Watch

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Malaysia's Banking Sector Still Rather Resilient 8:10

26 days ago8:10

8:10

The banking sector has outperformed the broader FBMKLCI this year but with tariff uncertainty and a global economic uncertainty, what is the outlook? Nabil Thoo, analyst, RHB Investment Bank tells us his perspective and also his top buys for the sector. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Market Watch

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Global Markets Rebound Unevenly As Investors Seek New Safe Havens 7:46

26 days ago7:46

7:46

Global markets have rebounded despite high tariffs and unresolved trade tensions whilst U.S. stocks continue to rally but look stretched at 20 times earnings. Meanwhile, Japan lags amid weak growth and yen volatility, while Hong Kong's Hang Seng leads gains, boosted by improved liquidity, policy support, and sectoral rotation into technology and financials. Sharing his insights and outlook is Brian Arcese, Portfolio Manager & Equity Analyst from Foord Asset Management. Image Credits: Shutterstock.com See omnystudio.com/listener for privacy information.…

M

Market Watch

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Uncertainty Clouds The Logistics And Port Sector 7:40

29 days ago7:40

7:40

The United States’ steep tariffs on Chinese goods have led to a sharp 30% to 60% drop in China–US container bookings since tariffs took effect, while bookings from other parts of Asia have also declined by 10% to 20%. We ask Lim Sue Lin, Co-Head of Research, Maybank Investment Bank what then is the outlook for the listed port and logistic players. The Breakfast Grille episode with Datuk Ruben Emir Gnanalingam of Westports Holdings Bhd Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Market Watch

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Dead Cat Bounce Or Recovery In Sight 9:48

29 days ago9:48

9:48

US equity has ended in positive territory three days in a row. We ask Kelvin Wong, Senior Market Analyst, OANDA if there are buying opportunities and if so, is Asia the hot spot and why. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

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Market Watch

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Embrace The Velocity 8:30

30 days ago8:30

8:30

Markets have been very volatile of late but can an investor take advantage of this? Tony Nash, CEO, Complete Intelligence tells us the best investment strategy to adopt whilst tackling the thorny issue of tarrifs and if the end is near. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Market Watch

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Construction Sector Bright Spot in Uncertain Times 6:54

4 weeks ago6:54

6:54

The Kuala Lumpur Construction Index (KLCON) has fallen by 19% on a year to date basis, underperforming the broader FBMKLCI index which is just down 9.5%. We ask Chong Tjen San, Director, CGS International if this actually provides a buying opportunity and if so, what names should we consider. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Market Watch

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1
Battle For Fed And Future Of Dollar 9:05

4 weeks ago9:05

9:05

With Laurent Lequeu, Independent Market Analyst & Writer of the Macro Butler Newsletter, we unpack a week of high-stakes drama in global markets, starting with President Donald Trump's assurance that Fed Chair Jerome Powell's job is safe—for now. We also discuss whether Trump's policy changes diminish the US dollar's strong fundamentals that make it a safe haven currency. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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