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Market Watch

BFM Media
Federal Reserve
Artificial Intelligence
United States
Oil Prices
China
Oil
Inflation
Malaysia
Gold
Japan
US Dollar
Tariffs
Semiconductors
US Economy
Iran
S&P 500
Singapore
Iran War
Silver
US Markets

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.

PublishesDailyEpisodes6146Founded12 years ago
Number of ListenersCategories
Business NewsBusinessNews

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Artwork for Market Watch

Latest Episodes

The G20 has wrapped up against a backdrop of geopolitical tensions, trade disputes and rising global bond yields, with US Treasury Secretary Scott Bessent arguing that economic growth is the best answer to America’s mounting debt burden. Meanwhile, m... more

Fresh US economic data, rising global bond yields and renewed Middle East tensions are giving investors plenty to contend with as September gets underway. Meanwhile, Kevin Warsh’s hawkish Jackson Hole message has kept another Federal Reserve rate hik... more

Kevin Warsh has used his first Jackson Hole address as Fed Chair to put the fight against inflation firmly back at the centre of monetary policy, raising expectations that another rate hike could come as soon as September. Meanwhile, renewed US-Iran ... more

Malaysia’s banking sector has just wrapped up its second-quarter 2026 earnings season, offering fresh insights into how the country’s largest lenders are navigating current operating conditions. Chin Jin Han, Research Analyst at Affin Hwang Investmen... more

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Recent Guests

Chai Sze Xiang
Chief Marketing Officer
AIA Malaysia
Episode: US Stagnation, Central Banks & Gold Breakout
Dr. Scott Adam Edwards
Senior Lecturer in the Department of International and Strategic Studies
University of Malaya
Episode: Black Sea Attacks Threaten Global Trade
Tim Water
Chief Market Analyst at KCM Trade
KCM Trade
Episode: Central Banks Keep Markets Guessing
Joseph Schroker
Chief Investment Officer at Nova Point Capital
Nova Point Capital
Episode: Can US Equities Keep Defying the Risks?
Imran Yassin Yusof
Head of Research at MBSB Research
MBSB Research
Episode: Are Foreign Funds Returning to Bursa?
Zhong Yang Chan
Head of Research at CoinGecko
CoinGecko
Episode: Bitcoin’s 50% Dip: Did AI Steal Crypto’s Thunder?
Terence Ng
Associate Director of Equities at AIIMAN Asset Management
AIIMAN Asset Management
Episode: Korea Pullback: Buy the Dip or Wait and See?
Song Seng Woon
Economic Advisor at the Singapore Digital Assets Exchange (SDACs)
Singapore Digital Assets Exchange (SDACs)
Episode: The Fed, The AI Wobble, And Where Asia Goes Next
Patrick Chang
Chief Investment Officer of Segment and Propositions at CIMB
CIMB
Episode: Where Are Asia's Best Investment Opportunities?

Hosts

Roshan Kanesan
Host of The Morning Run
Keith Kam
Co-host of The Morning Run
Rich Bradbury
Host of The Morning Run; market updates and interviews
Frankie Lim
Co-host on The Morning Run

Reviews

3.6 out of 5 stars from 54 ratings
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    Apple Podcasts
    4
    Ariellxy
    Singapore9 years ago

Listeners Say

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

The mix of macro briefings and guest interviews is valuable for investors.
Guests bring senior-market expertise and practical macro insights.
Coverage is data-driven with emphasis on AI and regional markets.
Sponsor mentions are integrated but not overbearing.

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Talking Points

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What's Moving Markets : Treasuries, Oil & Results
Q: What would you be looking out for in the results and the management guidance?
The key areas to watch include same-store sales, consumer spending signals, and whether earnings momentum can be sustained post-summer; guidance will indicate if the consumer is stabilizing or deteriorating and whether the Fed may delay rate hikes.
Tame CPI Reading In The US, Will The Fed Cut Interest Rate?
Q: Let's start off with US equities then, because they remained buoyant as major US indices trade at or near record highs. Do you think investors should take some profit, or should they stay invested and let the winners run?
Tony Nash suggests a rotation is ongoing, with some profits prudent in tech and AI-related positions, while continuing to back beneficiaries of AI productivity gains; overall stance is to monitor company results and potential productivity improvements before making bigger moves.
Can US Equities Keep Defying the Risks?
Q: What is the near-term outlook for US equities given the earnings backdrop and geopolitical tensions?
Schroker emphasizes that earnings growth has been robust, supporting upside in equities, but cautions that multiple expansion is unlikely to keep pace if geopolitics remain volatile, so investors should rely on fundamentals and a broadened set of growth drivers beyond AI.
Singapore Banks: Are the Premiums Justified?
Q: What were the key positives and the negatives you took away from the announcements?
Positives include a shift in earnings mix toward wealth and advisory services, higher asset quality resilience, and AI-driven productivity improvements that should lift efficiency and growth. Negatives center on ongoing compression in net interest margins as rates ease, though offset by balance sheet management and loan growth. Overall, earnings visibility remains solid due to multiple favorable drivers, but execution risk and bank-specific dynamics mean outlooks differ by institution.
Are Foreign Funds Returning to Bursa?
Q: What is your outlook for Malaysian equities for the rest of the year?
Imran shares a cautious yet optimistic target trajectory, suggesting a possible move toward 1,800 points if rate hikes stay subdued, but maintaining a constructive view if US rates rise as anticipated.

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Frequently Asked Questions About Market Watch

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

Markets-focused discussions spotlight how macro data, central bank signals, and geopolitical developments ripple through equities, fixed income, and currencies. Episodes frequently feature leading analysts and policymakers who unpack flow dynamics, AI-driven capex, sector rotations, and regional variations, with practical takeaways for investors navigating volatility and policy shifts. A notable strength is the mix of in-depth guest expertise and host-led market briefings, offering both macro context and actionable ideas. The show often weaves timely sponsor and cross-promotion elements into the conversation, indicating a newsroom-style, real-time market briefing cadence.

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Which podcasts are similar to Market Watch?

These podcasts share a similar audience with Market Watch:

1. Morning Brief
2. FT News Briefing
3. What's the Focus
4. The Economics Show
5. The Psychology of Money with Morgan Housel

How many episodes of Market Watch are there?

Market Watch launched 12 years ago and published 6146 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. Chai Sze Xiang
2. Dr. Scott Adam Edwards
3. Tim Water
4. Joseph Schroker
5. Imran Yassin Yusof
6. Zhong Yang Chan
7. Terence Ng
8. Song Seng Woon

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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