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Market Watch

Dovish or hawkish? Over or underweight? We speak to analysts to understand how decisions and events affect key markets across the world.

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Ranked #1

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US Stocks Still Preferred

US Stocks Still Preferred

US inflation is moving in the right direction but still above the Federal Reserve targets of 2%, and the street will loo... Read more

31 Jul 2023

10mins

Ranked #2

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US Construction Boom Sustainable?

US Construction Boom Sustainable?

Kingsley Jones, Founder and Chief Investment Officer, Jevons Global unpacks the manufacturing boom positively impacting ... Read more

30 Jul 2023

13mins

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Ranked #3

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Fed Says No Recession Likely

Fed Says No Recession Likely

After increasing rates by another 25 basis points this week, Federal Reserve chair Jerome Powell disclosed that the US c... Read more

27 Jul 2023

11mins

Ranked #4

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Will M&A Or Mega Projects Spur Construction?

Will M&A Or Mega Projects Spur Construction?

The Bursa Malaysia Construction index is up 12.7% on a year to date basis. And this week, there was exciting news in the... Read more

27 Jul 2023

7mins

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Ranked #5

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No Surprises, The Fed Hiked by 25bps

No Surprises, The Fed Hiked by 25bps

As expected, the Fed raised rates by 25bps but the language used by Jerome Powell also suggested that any cuts are not i... Read more

26 Jul 2023

12mins

Ranked #6

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Ignore China Tech At Your Peril

Ignore China Tech At Your Peril

Cathie Wood’s Ark Innovation fund has almost completely divested all exposure to China. We ask Jack Kouzi, Director for ... Read more

25 Jul 2023

13mins

Ranked #7

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Results Galore In US

Results Galore In US

This week marks the peak of result season with companies having a total of USD27 trillion reporting. We ask Joe Quinlan,... Read more

24 Jul 2023

12mins

Ranked #8

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US Markets Rally Thanks To Magnificent 7

US Markets Rally Thanks To Magnificent 7

In the US despite successive rate hikes, equity markets continue to rally. Clifford Bennett, Chief Economist at ACY Secu... Read more

23 Jul 2023

13mins

Ranked #9

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China Policy Makers To Do More On Fundamentals

China Policy Makers To Do More On Fundamentals

We speak with Hebe Chen, Market Analyst, IG International on her outlook for a US soft landing, the tech driven US stock... Read more

20 Jul 2023

13mins

Ranked #10

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A Focused Eye On Consumer Confidence And Stocks

A Focused Eye On Consumer Confidence And Stocks

What are the top stock picks for the consumer retail sector? We speak with Syifaa' Mahsuri Ismail, Equity Analyst, Hong ... Read more

20 Jul 2023

7mins

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