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Market Watch

BFM Media
Federal Reserve
Inflation
Middle East Tensions
Gold
US Markets
Tesla
Oil Prices
Oil
China
Chinese Equities
Interest Rates
US Dollar
Brent Crude
Investment Strategies
Magnificent 7
US Banks
US Stock Market
Hong Leong Asset Management
Goldman Sachs
US Economy

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

PublishesDailyEpisodes6020Founded12 years ago
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Latest Episodes

Uncertainty remains the theme as a fragile two-week ceasefire between Iran and the US remains in focus, despite a blockade of Iranian ports and vessels by the American navy. Peter Lim, Chief Research Officer, Trident Analytics, share his take on the ... more

After a strong rally earlier in the year that saw the FBM-KLCI breach 1,700 points for the first time in seven years, the market appears to have entered a consolidation phase. As the index hovers near this multi-year high, Ng Zhu Hann, CEO & Founder,... more

Weekend developments in the US-Israel war in Iran continue to dictate the direction of commodities and equities markets, following the failure of both sides to advance the two-week ceasefire. Kingsley Jones, the Chief Investment Officer at Jevons Glo... more

Equity markets managed to remain buoyant with the latest developments in the West Asia conflict offering (very fragile) hope that would see the stabilisation of crude oil prices. Tim Waterer, Chief Market Analyst at KCM Trade, also discusses Australi... more

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Recent Guests

Dr. Cassey Lee
Principal Fellow and Coordinator of the Regional Economic Studies Programme
ISEAS–Yusof Ishak Institute
Episode: Malaysia's Approach to Tackling the Energy Crisis
Sabariah Akhair
Analyst at BIMB Securities Research
BIMB Securities Research
Episode: Iran War Key Risk to Malaysia's Consumer Sector Outlook
Sathia Varqa
Co-founder of Palm Oil Analytics
Palm Oil Analytics
Episode: Geopolitical Premium on CPO
Han Liu
Co-founder of Heligen Capital
Heligen Capital
Episode: Ringgit Maintains Momentum in 2026
Nabil Zainoodin
Equity Research Analyst
BIMB Securities
Episode: Data Centers Still Driving Construction Growth
Thilan Wickramasinghe
Head of Equity Research at Maybank Securities Singapore
Maybank Securities
Episode: Winners & Losers of the Singapore Budget 2026
Mohd Fadzerin Arrifin
Equity analyst at BIMB Securities Research
BIMB Securities Research
Episode: Policies In Place for The Property and Reit Sectors
Stefan Angrick
Head of Japan Economics
Moody's Analytics
Episode: Japanese Bonds and Yen Volatility Rocks Markets
Ahmad Maghfur Usman
Equity analyst at Nomura Malaysia
Nomura Malaysia
Episode: Petrochemical Sector, Recovery in Sight

Hosts

Wong Shaoning
Co-Host of the podcast, introduces various topics and guests
Shazana Mokdar
Co-host and contributes to discussions and guest introductions
Keith Kam
Co-host who engages with guests and discussions

Reviews

3.6 out of 5 stars from 54 ratings
  • Up jhbbbybynbbuy Byyyy u Year

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    Apple Podcasts
    4
    Ariellxy
    Singapore8 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Hosts provide a balanced view on financial topics.
Informative discussions with expert insights.
Engaging conversations that highlight important economic indicators.
Great analysis on market trends and implications.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Markets Rise, Messaging Mixed, What Next?
Q: Why aren't investors more worried about the risk of escalation in the Iran War?
The guest explains that markets are navigating uncertainty with volatility likely to stay elevated; investors are watching the fog of war and social media signals, which keeps a lid on complacency but also creates opportunities in energy and defense as beneficiaries of the conflict.
Ceasefire Announced, Markets Recover : But For How Long?
Q: The FOMC minutes were released yesterday. What do they tell us about the Fed's stance on interest rates?
The minutes show a divided Fed with factions favoring more accommodative, dovish policy versus those worried about inflation; a new chair (a Trump appointee) may tilt policy toward a more dovish stance, but not toward zero rates yet.
Ceasefire Announced, Markets Recover : But For How Long?
Q: What sectors would you be paying attention to in the short-to-medium term given this backdrop?
Reopening-related plays like global logistics and shippers, consumer discretionary as petrol prices potentially ease, and technology tied to supply chains; longer term, aerospace and defense may benefit as budgets and priorities shift.
Ceasefire Announced, Markets Recover : But For How Long?
Q: So, the US and Iran have agreed to a ceasefire while both sides work on a peace agreement. What do you think investors should be looking out for in the next two weeks?
The near term will be volatile and uncertain; investors should watch for tangible movement in physical trade routes and insurance logistics, plus early signals on whether the ceasefire holds, with attention to maritime security and actual shipping flows.
Malaysia's Approach to Tackling the Energy Crisis
Q: Good morning, Cassey. How would you assess Malaysia's vulnerability to an emerging energy crisis, given the Middle East conflict? And what are the economic costs of maintaining sufficient preparedness?
Cassey Lee explains that Malaysia faces both direct and indirect effects: higher import costs for refined oil and broader inflationary pressures on goods, with vulnerable households likely to bear the brunt if the conflict lasts longer or energy prices stay elevated; the costs include a significant subsidy burden and potential GDP impact depending on duration.

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Frequently Asked Questions About Market Watch

What is Market Watch about and what kind of topics does it cover?

Content focuses on market trends, investment strategies, and the implications of geopolitical events on asset classes. Listeners can expect in-depth discussions with various finance experts, analysts, and strategists who provide insights into financial markets, equity research, and emerging economic indicators. A notable feature is the variety of perspectives offered, highlighting not only local but also international viewpoints, making it particularly valuable for investors looking to navigate complex market conditions.

The format typically includes expert commentary on recent news affecting markets, earnings reports, and the resulting investor sentiment. This podcast uniquely combines technical analysis with broader economic discussions,... more

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Which podcasts are similar to Market Watch?

These podcasts share a similar audience with Market Watch:

1. Morning Brief
2. Here's Why
3. The Markets
4. Bloomberg Daybreak: Asia Edition
5. The Property Show

How many episodes of Market Watch are there?

Market Watch launched 12 years ago and published 6020 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Market Watch?

Recent guests on Market Watch include:

1. Dr. Cassey Lee
2. Sabariah Akhair
3. Sathia Varqa
4. Han Liu
5. Nabil Zainoodin
6. Thilan Wickramasinghe
7. Mohd Fadzerin Arrifin
8. Stefan Angrick

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