BFM | Market Watch
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Dovish or hawkish? Over or underweight? We speak to analysts to understand how decisions and events affect key markets across the world.
BFM | Market Watch
5h ago
Geopolitical tensions and Fed Fund rate cuts remain the preoccupation of markets in recent days but the sharp correction has put into question whether the US rally is over. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective and does this mean that its time to consider safe haven assets.
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BFM | Market Watch
1d ago
Chinese equities have recovered from the low's seen in early March driven by a series of market popular measures and better economic data. However is this mini rally sustainable. Yu Junqiang, Fund Manager for Equities from Hong Leong Asset Management tells us whilst diving into the best investment strategy to adopt.
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BFM | Market Watch
1d ago
Three major banks reported their results with all sounding more cautious of the outlook. Will this be reflected in the rest of US result season and what does this say about the economy. Clifford Bennett, Independent Economist tells us whilst we ask whether there will be any fallout in markets from Iran's attacks on Israel.
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BFM | Market Watch
4d ago
Result season starts in the US with high expectations for the earnings growth of the magnificent 7. Tony Nash, CEO, Complete Intelligence tells us if there is a likelihood for disappointment and what would be the consequence of it ..read more
BFM | Market Watch
1w ago
With US March job numbers and manufacturing data exceeding expectations and further denting hopes of an early rate cut, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global about whether this is time to shift your portfolio in US equities.
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BFM | Market Watch
1w ago
The world's largest democracy heads for elections this April. Will that derail the strong outperformance of India's equity markets? Pramod Amthe, Head Of Institutional Equity Research at InCred Capital tells us whilst weighing in the decision of the RBI on their REPO rate.
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BFM | Market Watch
1w ago
Markets corrected sharply in anticipation that the Federal Reserve may not be cutting rates as aggressively in 2024, no thanks to a hot economy and sticky inflation. Tim Mulholland, President, TJM Limited, Chicago tells us what this means for markets and if there are other assets to consider.
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BFM | Market Watch
1w ago
OPEC + chose to maintain their oil supply cuts for the first half of the year, which means that roughly two million barrels a day of output cuts will remain in place until the end of June. This has pushed prices to USD90bbl. Kong Ho Meng, Senior Analyst at Uob Kay Hian Research tells us if these prices are sustainable and what impact it has on the domestic players ..read more
BFM | Market Watch
1w ago
Fed Chair Jerome Powell has reiterated that the central bank is on track to cutting rates this year although the pace and quantum remain uncertain. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank gives us his perspective on this and why is gold hitting record highs if the market is in high risk mode.
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BFM | Market Watch
1w ago
China's manufacturing PMI in March exceeded expectations, coming on the back of upbeat export and retail sales data. How sustainable is this trend? Jack Kouzi of VFS Group weighs in on the outlook for Chinese equities and the names worth buying into.
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