Market Watch Podcast
1) Not All AI Stocks are Winners
The tech sector is a tale of two halves with stellar results from Micron but disappointing numbers from Oracle and Broadcom. We ask Dilin Wu, Research Strategist, Pepperstone if this is the end of the...Show More
2) Is the AI Fairy Tale Over?
As the year comes to a close, the selling on AI stocks remains unabated. We ask Tony Nash, CEO, Complete Intelligence, if it's time to sell tech names that have benefitted from this theme. We also ask...Show More
3) 2026, Time for Small-Mid Cap Stocks?
On year to date basis, the FTSE Bursa Malaysia Small Cap Index is down 13%. However are valuations in this space too attractive to ignore? Lee Meng Horng, Senior Analyst, RHB Investment Bank tells us ...Show More
4) Appreciating Asian Currencies in 2026
The China yuan hit a 14-month high against the USD even as the latest data show China’s economic growth stalling. Will the yuan continue to appreciate? Carlos Casanova, Senior Economist, UBP gives us ...Show More
5) Don't Rule out a Santa Rally
All eyes will be on the labour market report that will come out later today as investors take direction from that as to the health of the economy. Joe Quinlan, Chief Market Strategist, US Trust-BOA Pr...Show More
6) Doesn't Matter which Kevin is Fed Chair
As 2026 draws to a close, US markets are shaky with S&P 500 down 0.6% while the Nasdaq was down 1.6% last week Kingsley Jones, Chief Investment Officer, Jevons Global gives us his perspective on ...Show More
7) Is the Fed Rate Cut Priced in?
The reaction by the US market was largely muted following the dovish cut by the Federal Reserve. Tim Mulholland, President, TJM Limited tells us if this was priced in and were there surprises from Cha...Show More
8) No Surprises, Fed Cuts Rates by 25bps
The FOMC cut rates by 25bps as expected but more interesting is the press conference that followed with comments from Jerome Powell. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us...Show More
9) 2026, Another Good Year for Markets
The US market has been trading in a tight range just below its all time high in recent days. We speak David Dietze, Chief Investment Strategist at Dietze Wealth Management Group as to whether the rall...Show More
10) American exceptionalism, A Theme For 2026
With a Santa rally expected, thanks to a Fed rate cut but will the markets continue to do well in 2026? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what to ex...Show More