China's economy has perennially influenced Asian markets with the emerging markets of ASEAN particularly affected. Khoo Hsien Liang, Portfolio Manager, AHAM Capital talks to us about his outlook on how equities in Singapore, Thailand and Indonesia might perform on the back of a strengthening US dollar and domestic developments in each country.Image Credit: Shutterstock

The US dollar is soaring on the back of expectations that US interest rates will stay higher for longer, putting pressure on currencies including the Yen and Renminbi. We contrast the responses of the Bank of Japan and the People's Bank of China with Vishnu Varathan of Mizuho Bank.Image Credit: Shutterstock

The KL Property Index rallied by 33% on a year to date basis with a sudden surge in July. Loong Kok Wen, Regional Head of Property, RHB Investment Bank tells s the reasons for this rally, if it still has legs and what her top picks are.Image Credit: Shutterstock

The RBA kept the overnight rates on hold as expected. Jack Kouzi, Director for Strategy at VFS Group tells us the central bank made that decision and what this means for their dollar.Image Credit: Shutterstock

The 2nd quarter result season for Malaysian corporates has just concluded. What were the positive and negative earnings surprises? Imran Yusof, Head of Research at MIDF Amanah Investment Bank tells us and also gives us their top picks for the markets and who could be the winners from NETR.Image Credit: Shutterstock

Historically September is a bad month for markets but are there reasons to stay invested? Yeap Jun Rong, Analyst at IG International tells us his views whilst we also ask if Singapore banks will outperform for the rest of 2023.Image Credit: Shutterstock

Volatile best describes equity markets in 2023 although strong themes emerged while the long-awaited recession in the US never seemed to materialise while all eyes remained on the Fed Fund rate. We feature the 15 stocks that grabbed headlines this year.Image Credit: Shutterstock

With the Fed Fund rate going higher for longer, is the tech rally sustainable? A pertinent question we ask Kelvin Wong, Senior Market Analyst at Oanda whilst asking him what are the other investments we should consider.Image Credit: Shutterstock

Baidu’s share price rose on news that China's government approved its A.I model for the first time. Tina Teng, Markets Analyst at CMC Markets weighs in on if there are other AI opportunities in that market and if it's more hype than substance.Image Credit: Shutterstock

Without any warning the largest Chinese banks cut both mortgage and deposit rates. We ask Carlos Casanova, Senior Economist at UBP if this the stimulus needed to revive confidence and spending.image Credit: Shutterstock

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management unpacks Jerome Powell's comments from Jackson Hole, upcoming US economic data and whether the magical 2% inflation target can ever be reached.Image Credit: Shutterstock

Jerome Powell's keynote speech from Jackson Hole tells us that inflation is far from target and unless the data tells them otherwise, rates will be higher for longer. We explore what this means for corporates and consumers in the US with Kingsley Jones, Founder and Chief Investment Officer of Jevons Global.Image Credit: Shutterstock

NVDIA is the only AI game thus far in picks and shovels, so be careful not to paint all tech and AI stocks with the same brush during this period of irrational exuberance. Should investors take profit as the markets need a healthy tactical correction? Or will the magnificent 7 charge on for the 2nd half of the year despite the interest rates expected to remain higher and longer? We speak with Tim Mulholland, President, TJM Limited, Chicago to get some answers.Image Credit: Shutterstock

Will central bank governors convening in Wyoming find their R-Star, where the real interest rate is neutral and at equilibrium? And will they continue to tighten monetary policy to achieve the 2% inflation target? We speak with Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank to get the answers, his 2023 GDP projections for the world’s 2 largest economies, and what impact can an expanded BRICS bring to the global economy. Image Credit: Shutterstock

The listing of ARM with 28 bankers involved is going to be the biggest US IPO of the year. But is this UK semiconductor more hype than substance? Jack Kouzi, Director for Strategy from VFS tells us.Image Credit: Shutterstock

The Jackson Hole symposium is keenly watched especially the speech from Fed Chair Jerome Powell as it will give clues to the Fed fund rate direction for the year. Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management tells us his expectations whilst telling us that there is interest in ASEAN, due to the slowdown in China.Image Credit: Shutterstock

As the Federal Reserve meets for their annual symposium at Jackson Hole, will the hawks or doves dominate? Tim Waterer, Chief Market Analyst, KCM Trade gives us his views. We also examine the macro data from China to separate the noise from reality in terms of how the economy is really doing.Image Credit: Shutterstock

US markets have dropped for 3 consecutive days, even with the quarter earnings reports beating most street estimates. Are investors cashing out from the US markets, sensibly taking profits? We speak with Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management on the blip in the US markets and whether it is just a healthy correction, and will rebound for the rest of 2023?Image by: Shutterstock

Fed minutes reveal that inflation is still a concern which suggests that rate hikes will continue while ratings agency Fitch is sounding the warning bell on 1st tier banks. Tony Nash, CEO of Complete Intelligence tells us what the repercussion of this are.Image by: Shutterstock

China, in a surprise move, lowered the rate on its one-year loan by 15 bps, to 2.5%, the largest cut in 3 years. What forced the hands of the new governor of the People's Bank Of China, Pan Gongsheng? Carlos Casanova, Senior Economist at UBP tell us.Image Credit: Shutterstock

We take a look at Singapore, after a GDP forecast downgrade and barely averting a recession in the 2nd quarter of this year. So what is the outlook for Singapore, as the economic downturn and geopolitical tensions continue into the second half of 2023? We speak with Geoff Howie, Market Strategist at the Singapore Exchange, who shares his views on the outlook for the island state.Image Credit: Shutterstock

With the Nasdaq up more than 30% on a year-to-date basis, is this time to plough more money into the tech sector? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us his views whilst commenting on the Chinese economy which he sees as he new headwind.Image Credit: Shutterstock

Normally state elections have little impact on equity markets but with a Unity Government in place, things were seen differently. Now that it has been confirmed that the outcome is one of status quo, what is the ideal investment strategy to adopt? Alexander Chia, Head of Regional Equity Research of RHB Investment Bank shares with us his perspective whilst weighing in on the sectors and stocks to buy.

We speak with Peter Esho, Economist and Chairman at Wealthi, on his views on oil, copper and iron commodity sector and the energy transition away from black gold. Then we talk economics and markets, and his bullish views on the US economy, jobs, and equities. Then on the flip side, he shares his cautious views on the China economy, liquidity, fiscal stimulus and government debts.

The Yen has depreciated against the US dollar to 146-147 levels which is close to the historical high. Will this force the hand of the Bank Of Japan to intervene? Tim Mulholland, President of TJM Limited in Chicago shares with us his perspective on this and what it also means for the equity market.Image by: Shutterstock

Global markets appear to be at crossroads with Chinese economic data sequentially weaker while the US economy increasingly looks stronger despite record rates. With the US and China seemingly headed in opposite directions, what then is the best asset allocation for a market like this? We check in with Patrick Chang, Chief Investment Officer, Equities, Principal Southeast AsiaThis market outlook is brought to you by Principal Malaysia

We speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank about how China's recent worrying data has broader global investment implications as we await US's latest CPI print.Image Credit: Shutterstock

US Earnings seasons is drawing to a close with most announcing results that were in line with expectations. Jack Kouzi, Director for Strategy at VFS tells us what he thinks of the numbers so far and what this means for markets which have already rallied on a year to date basis.

With WTI above US80bbl, what impact will this have on inflation? Will this force the hand of the Federal Reserve to continue tightening monetary policy and keep rates higher for longer? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us.Image by: Shutterstock

We take a deep look at China’s recovery, the performance of the indices, property sector, and PBOC’s measures to bring back the magic of the economic boom recovery for the 2nd half of 2023. We speak with Yeap Jun Rong, Market Analyst, IG International to get his views on China, as well as Japan, Hong Kong and Singapore.Image by: Shutterstock

We review the results of Apple and Amazon with Laurent Lequeu, Head Of Research at Lumen Capital Investors. Questions over a recession in the US also arise whilst understanding why oil prices are up despite a global growth stalling.Image by: Shutterstock

World markets all closed in the red, as US earning results disappointed and American spending is set to slow as US households are reeling from ongoing inflation, increasing mortgage rates, higher gas prices at the pumps, and repayments of federal reserve student loans will resume in October, after a 3 year pause. We speak with Tony Nash, CEO, Complete Intelligence to get his outlook on global markets, paying attention to the US and China’s markets and economy.Image by: Pexels.com

International rating's agency Fitch has downgraded the credit sovereign rating of the US from AAA to AA+. We discuss the implication of this with Carlos Casanova, Senior Economist at UBP and whether it has any longer term impact of the Dollar as the reserve currency of the world.Image by: Shutterstock

US inflation is moving in the right direction but still above the Federal Reserve targets of 2%, and the street will look for 1 more rate hike. The US Markets have priced in a lot of good news, but with the quarter 2 earning season underway, there could still be choppiness in the stock market in weeks ahead. To get more insights on US, Europe, and Japan markets, we speak with Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.

Kingsley Jones, Founder and Chief Investment Officer, Jevons Global unpacks the manufacturing boom positively impacting the construction industry on the back of the recent rate hikes by the ECB and the Fed.

After increasing rates by another 25 basis points this week, Federal Reserve chair Jerome Powell disclosed that the US central bank does not believe a recession is imminent this year. This means the past rate hikes have been effective despite inflation still above the 2% target. Tim Mulholland, President of TJM Limited, Chicago breaks down the reaction so far from equities to commodities and the factors behind it.Image by: Shutterstock

The Bursa Malaysia Construction index is up 12.7% on a year to date basis. And this week, there was exciting news in the M&A scene with IJM taking a stake in Pestech. We check in with familiar face, Chong Tjen San, Director at CGS CIMB securities and get his views on the local M&A scene, going overseas for projects, what are the mega projects rolling out to spur the industry, and the trillion dollar question, what are his top 3 construction stocks to buy?

As expected, the Fed raised rates by 25bps but the language used by Jerome Powell also suggested that any cuts are not in the horizon. We check in with Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank for his impressions and also his view of the Chinese economy.

Cathie Wood’s Ark Innovation fund has almost completely divested all exposure to China. We ask Jack Kouzi, Director for Strategy at VFS Group if he is following Cathie's footsteps especially in the tech space. We also ask him his first impressions of results from Alphabet and Microsoft.Image by: Shutterstock

This week marks the peak of result season with companies having a total of USD27 trillion reporting. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management for his expectations whilst looking at China's stimulus measures and if it's enough to resuscitate the economy.Image by: Shutterstock

In the US despite successive rate hikes, equity markets continue to rally. Clifford Bennett, Chief Economist at ACY Securities explains this conundrum whilst telling us his expectations with regards to Federal Reserve Monetary Policy ahead of the FOMC this week.Image by: Shutterstock

We speak with Hebe Chen, Market Analyst, IG International on her outlook for a US soft landing, the tech driven US stock market, commodities and finance weighing down the Australian, and China still waiting for the impact of its June cuts.Image by: Shutterstock

What are the top stock picks for the consumer retail sector? We speak with Syifaa' Mahsuri Ismail, Equity Analyst, Hong Leong Investment Bank on the health of the consumer sector, and whether the weakening ringgit and inflationary pressures is affecting consumer confidence and spending.Image by: Shutterstock

The US earnings season has gotten off to a good start with Morgan Stanley and Bank of America leading the way, beating street estimates amidst interest rate tightening in the second quarter. So are the concerns of inflation and a hard landing finally over? We speak with Tim Waterer, Chief Market Analyst, KCM Trade on how long the positive sentiments and AI hype of the equity markets can continue.Image by: Shutterstock

Hundred of companies on the S&P500 are due to report their 2Q earnings with consensus expecting a 9% decline in EPS. Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management tells us what sectors might surprise on the upside and conversely, what might disappointImage by: Shutterstock

Banks are a barometer of a economy , so what does the recent BNM statistics reveal about households and businesses in Malaysia? Nabil Thoo, Analyst at RHB Investment Bank helps break it down for us whilst weighing in on his call for the sector and also top picks.

JP Morgan, Wells Fargo and Citi reported better than expected numbers, emerging rather unscathed from the regional banking crisis. We speak to Kingsley Jones, Founder and Chief Investment Officer, Jevons Global as to whether its time to buy the sector which has been underperforming.Image by: Shutterstock

US inflation cooled in June for the 12th straight month and S&P 500 continues to see upward momentum. We ask Steve Brice, Group Chief Investment Officer at Standard Chartered if a recession is still on the cards for 2023 and the investment strategy he advocates forImage by: Shutterstock

Corporate result season kicks on in the USA this week with big banks reporting first. Tim Mulholland, President of TJM Limited, Chicago tell us his expectations whilst weighing in the record sales achieved on Amazon Prime Day and what that means about the health of the US consumer.Image by: Shutterstock

Despite raising rates almost consistently for more than a year, inflation remains persistently sticky in the US, we ask Jesse Liew, Chief Investment Officer, Fixed income at Principal Southeast Asia to explain this conundrum. We also ask about the reasons for the weak domestic bond market and if state elections have any bearing on it.This market outlook is brought to you by Principal Malaysia.

The Ringgit hit a recent low against the Singapore dollar despite the strong economic fundamentals. We ask Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank for his views on our currency whilst also weighing in on the recent US inflation figures and what that means for the Fed monetary policy.Image by: Shutterstock

The roll out of 5G in Malaysia has more twists and turns than a roller coaster but who stands to benefit. Tan J Young, Senior Analyst at Hong Leong Investment Bank gives us his answer whilst also telling us if there are some glimmers of hope in the tech sector.Image by: Shutterstock

The US courts have approved Microsoft's USD62 billion acquisition of Activision. Jack Kouzi, Director for Strategy from VFS Group weighs in on whether this is good for the industry. Also giving us an outlook for the upcoming result season in US starting with the Banks.Image by: Shutterstock

On year to date basis, the Thai equity market has been the worst performing in Asean, down 10%. However it is time to relook at this market with the potential appointment of a Prime Minister? And what are the themes or sectors we should consider. Poon Panichpibool, Markets Strategist at Krung Thai Bank gives us those answers.Image by: Shutterstock

The data points for the Chinese economy have been tilting to the downside which begs the question as to why there is no large scale stimulus yet. Peter Lim, Chief Research Officer from Trident Analytics gives us his perspective while weighing in on the PBOC's Yuan policy.Image by: Shutterstock

The Bursa Malaysia Construction Index has outperformed the broader market as it is up by 7% on a year to date basis. With the value of construction work done in the first quarter of this year exceeding 32 billion ringgit, a growth of 9.2% year-on-year, is it time to buy construction stocks? Or are there any headwinds that persist? Questions we ask Loong Chee Wei, Senior Associate Director, Affin Hwang Investment Bank.Image by: Shutterstock

Peter Esho, Co-Founder of Wealthi, unpacks wobbly global equities performance amid signs of a slowdown in the US economy due to nonfarm payrolls in June registering below consensus estimateImage by: Shutterstock

300,000 cars have already been sold this year, beating industry expectations. What explains this despite the slowing economic growth and the end of the sales and service tax holiday. Daniel Wong, senior analyst at Hong Leong Investment Bank explains whilst telling us his top auto picks.Image by: Shutterstock

Financial markets have displayed unexpected resilience despite a slowdown in the global economy, a US regional banking crisis, and a sputtering recovery of the Chinese economy. We speak to Laurent Lequeu, Head Of Research at Lumen Capital Investors on his outlook for the second half of the year, the FOMC minutes of further rate hikes, and the injections of shadow liquidity into the U.S financial system. And is there any other markets to look out for?Image by: 123RF

Singapore may attract top artists from Jacky Cheung, Coldplay and Taylor Swift to play multiple nights of concerts but does this city state offer the best investment ideas? We speak to Adrian Loh, the Head of Research of UOB Singapore to find out.Image by: Shutterstock

According to the latest Federal Open Market Committee (FOMC) minutes, policymakers unanimously agreed to keep the target range of the Fed Funds Target Rate (FFTR) unchanged at 5.00%-5.25%, maintaining their stance to achieve the 2% inflation target. We speak with Tony Nash, CEO, Complete Intelligence, to get his views on the minutes and the expected FOMC move in July.Image by: Shutterstock

Although the spread between the yields of MREITs and the 10 Year MGS has narrowed, are REITs still a good investment? Jessica Low, Senior Analyst at MIDF Amanah Investment Bank shares her views whilst giving us her call and top picks for the sector.Image by: Shutterstock

China's economy post reopening has been disappointing but the Government's response appears muted. We ask Kelvin Wong, Senior Market Analyst, OANDA Asia Pacific for reasons why, whether it can still achieve its 5% GDP growth target and what is the PBOC's policy for the Yuan.Image by: Shutterstock

April’s export data revealed that the rubber industry may have yet to bottom as volume for gloves contracted by 35% month on month. But with the share prices of leading glove stocks down by 90% from their peak. Is it time to relook the sector? Oong Chun Sung, Equity Research Analyst, RHB Research tells us.Image by: Shutterstock

The AI frenzy has caused selected tech stocks to hit new highs but are there opportunities here in Asia? Yeap Jun Rong, Analyst at IG International helps us breakdown the potential winners whilst commenting on oil price direction.Image by: Shutterstock

Asean equities in general did not have a good start to the year with fund flows moving to developed markets like US, Korea and Japan. However, will the 2nd half of 2023 paint a different picture? We check in with Simon Lim, Head of Equities at Hong Leong Asset Management to find out which markets is he a fan of for the 2nd half of the year?Image by: Shutterstock

Kingsley Jones, Founder and Chief Investment Officer, Jevons Global helps us pick apart US markets and gives his perspective on tech, healthcare and commodities as we enter the 2nd half of 2023Image by: Shutterstock

With US markets facing increasing volatility whilst corporate earnings are likely to remain soft until 2024. Where should we park our money? Tim Mulholland, President, TJM Limited weighs in on this whilst also telling his expectations with regards to Fed rate hikes.Image by: Shutterstock

Indonesia for the 1st quarter recorded GDP growth of 5% as domestic demand remained resilient and strong fundamentals. But yet the (JCI) The Jakarta Stock Price Index has declined by more than 2% on a year to date basis, but it is still one of the better performing markets in Asean compared to Thailand and Malaysia. We check in with Jerry Goh, Investment Manager at ABERDEEN for the economic outlook and investment ideas.Image by: Shutterstock

Tech mega caps rallied last evening despite recent warnings that valuations are the too rich by notable research outfits. We ask Jack Kouzi, Director for Strategy at VFS Group if he is a bull or bear for tech or if there other investment opportunities that we should ignoreImage by: Shutterstock

Andrew Krei, Co-chief Investment Officer at Crescent Grove Advisors gives his perspective on how share markets will fare in the coming weeks with U.S stocks pulling back as recessionary fears take centre stage after successive weeks of gainsImage by: Shutterstock

The Bursa Malaysia consumer Index has declined by 6.7% on a year to date basis, almost in tandem with performance of the FBMKLCI which is down by 7%. With no themes emerging, is this a case of just the fundamentals of each company and will the 2nd half of 2023 tell a different story? We discuss the outlook for consumer stocks with Soong Wei Siang, from RHB Investment bank, and get his top picks for the consumer sector.Image by: Shutterstock

With Wall Street breaking a streak of eight consecutive weekly gains, we ask Clifford Bennett, Chief Economist, ACY Securities why did investors take money off the table and whether mounting longer term recessionary concerns are impacting short term investor sentimentsImage by: Shutterstock

The Nifty 50 is only up 4% on a year to date basis but is the more upside to the market when there are a plethora of economic positives going for the world's most populous country. We speak to Pramod Amthe, Head of Research, Incred to find outImage by: Shutterstock

The Bank of England surprised markets with a 50bps hike on the back of inflation with the Governor citing that further increases can be expected. We speak to Hebe Chen, Market Analyst at IG International for her reactions and also where major currencies are headed.Image by: Shutterstock

Despite a return of -1% for the STI on a year to date basis no thanks to the weak performance of the banking and property sectors, are there still reasons to be positive on Singapore? Thilan Wickramasinghe, Head of Research Singapore at Maybank Investment Banking Group Research shares his ideas with us.Image by: Shutterstock

Fed Chairman Jerome Powell maintained his hawkish stance warning that hikes were still imminent during his semi annual briefing to congress but can the economy withstand more hikes especially the housing sector. Tony Nash, CEO of Complete Intelligence tells us.Image by: Shutterstock

The PBOC cut their one and five year loan prime rate by 10 basis points yesterday. We check in with Carlos Casanova, Senior Economist at UBP on his reaction to this and what he expects from Fed Chair, Jerome Powell's Semi Annual Report to Congress.Image by: Shutterstock

The Malaysian bond market has been volatile in line with the divergent monetary policies of global central banks. However with the Fed likely to take a hawkish pause at the next FOMC, what impact will that have on our domestic bond. We speak to Ang Beng Kuan, Head of Investments at Hong Leong Islamic Asset Management for the best fixed income investment strategy to adopt in these current markets.Image by: unsplash

Despite the S&P500 recovering all the losses last year no thanks to 10 successive Fed Fund hikes, are there still legs to this rally? Tim Waterer, Chief Market Analyst at KCM Trade tells us his views whilst also noting that some central banks remain dovish and why.Image by: Shutterstock

Malaysia and Thailand have ambitious tourist arrival targets which should benefit the transport sector. But which stocks are the best proxy to this? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia tells us whilst giving us his view on ports against a backdrop of slowing global tradeImage by: Shutterstock

All things related to AI have rallied since the beginning of the year but are there any gems yet to be discovered? Kingsley Jones, Founder and Chief Investment Officer, of Jevons Global tells us whilst explaining the recent strength of the Australian dollar.Image by: Unsplash

The Federal Reserve took a pause. The European Central Bank has taken a hike. And China is making cuts. The 3 biggest economies have all made different decisions this week, though all were in line with expectations. We speak with Tim Mulholland, President, TJM Limited on what it means for markets moving forward.Image by: Shutterstock

As expected, the Fed paused but also warned that their hawkish stance is here to stay for a few years. Vishnu Varathan, Head of Economics & Strategy, Mizuho helps us unpack one of the most important meetings in the economic calendar whilst explaining why the Singapore dollar against the Ringgit has a hit another new high.Image by: Shutterstock

Global markets are a tale of two halves with US in bull market territory while China which was supposed to rally this year, has been disappointing. We check in with Patrick Chang, Chief Investment Officer for Equities at Principal Southeast Asia as to whether there will be reversal of flows and what are the other investment opportunities in this region.This market outlook is brought to you by Principal Malaysia.

With the lowest inflation figure since March 2021 at 4%, will the Fed pause in June's FOMC meeting? Jack Kouzi, Director for Strategy, VFS Group gives us his expectation whilst taking a hard and long look as to why Apple share price continues to inch higher.Image by: Shutterstock

Foreign shareholding has been dwindling lower since the 25% highs last seen during GFC. Jeremy Goh, Head of Research at Hong Leong Investment Bank for the reasons why and what would be the catalysts for them to relook at our markets. We also review the recently concluded result season and what are his investment ideas for 2023.Image by: Shutterstock

Markets are waiting with bated breath for the FOMC decision on Wednesday as to whether there will be another rate hike. We ask Song Seng Wun, Economist at CIMB Private Banking as to what goes behind the thinking of the Fed officials. We also ask his expectations for BOJ's monetary policy too as they meet on Friday.Image by: Shutterstock

The FOMC meets this week with most economist expecting a rate pause. We speak to Yeap Jun Rong, Market Strategist at IG International as to whether he is in that camp. We also ask why the Singapore dollar has been appreciating and is that momentum sustainable.Image by: Shutterstock

Cryptocurrencies have become a more mainstream asset class in recent years although prices have been very volatile. Peter Esho, Co-Founder of Wealthi helps us understand its value and the role in can play in a diversified portfolio.Image by: Shutterstock

Swap contracts are pointing towards a Fed rate hike in July. In fact, treasuries are starting to invert again while equity markets continue to be strong. Tony Nash, CEO, Complete Intelligence helps us understand why bonds are pointing towards a recession while equities are not.

The Hong Kong and China markets have been a disappointment despite expectation of a rally . We ask Peter Lewis, Director of Peter Lewis Consulting (China) Limited the reasons for this and what to expect for the rest of 2023Image by: Shutterstock

China's macroeconomic data suggest that economic recovery has been mixed. We ask Carlos Casanova, Senior Economist, UBP the reasons for this despite the initial euphoria. We also ask if measures such as lowering deposit rates will have a positive impact on their economy.Image by: Shutterstock

Corporate result season in Malaysia has just come to an end. We speak to Imran Yusof, Head of Research at MIDF Amanah Investment Bank whether this will change his year end forecast for FBMKLCI and FBM70. We also ask what investment strategy works in these markets and his top picks.Image by: Shutterstock

The S&P500 was in bull market territory for a short while with the index up 20% from recent low's before returning its gain. We ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management why are markets moving like this. We also ask about China's economy recovery and how correlated it is to Asean equity performance.Image by: Shutterstock

The FTSE Bursa Malaysia Small Cap Index has only registered a decline of less than 1% compared to the broader FBM KLCI which is down by close to 7% on a year to date basis. We check in with Lee Meng Horng, Head of RHB Malaysia Small Cap Research on how to pick the small cap winners on the back of their recently published 2023 Small Cap Jewel Report.Image by: Shutterstock

Despite a debt crisis averted, where are markets heading? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management warns that markets may actually be heading for a correction as valuations are expensive whilst technology is a crowded trade.Image by: Shutterstock

A debt crisis appears to have been narrowly avoided in the US but the uncertainty has weighed on currencies. We speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank to understand the correlations with a focus on the pound, yen, singapore dollar and of course, the ringgit.Image by: Shutterstock

A debt crisis appears to have been narrowly avoided in the US but the uncertainty has weighed on currencies. We speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank to understand the correlations with a focus on the pound, yen, singapore dollar and of course, the ringgit.Image by: Shutterstock

The Nasdaq continues to rally, up 25% on a YTD basis but on closer examination, it's thanks to just a handful of names like Apple, Nvidia and Microsoft. Should we be worried?  Jack Kouzi, Director for Strategy, VFS Group tells us his perspective whilst weighing in who else is a beneficiary of fund flow into AI.Image by: Shutterstock