Rephonic
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Market Watch

BFM Media
United States
Federal Reserve
Artificial Intelligence
Oil Prices
Oil
China
Gold
Japan
Inflation
Malaysia
Singapore
US Dollar
Iran
Tariffs
Ringgit
Geopolitics
Nvidia
Iran War
Bank Of Japan
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.

PublishesDailyEpisodes6170Founded12 years ago
Number of ListenersCategories
Business NewsBusinessNews

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Artwork for Market Watch

Latest Episodes

Despite a temporary US-China agreement on reciprocal tariff reductions and 10-year Treasury yields reaching 5.23%, global markets face mounting pressure from sticky inflation and rising geopolitical tensions. Laurent Lequeu, Independent Market Analys... more

Market Watch - Sep 25, 2026See omnystudio.com/listener for privacy information.

The Fed has raised rates and says they'll stay high for longer, and Treasury yields are at levels not seen in years. So is that bad news for stocks, and does the AI growth story still hold up? We speak to Patrick Chang, Chief Investment Officer, Segm... more

The Federal Reserve and Bank of Japan have both raised interest rates, putting renewed pressure on Asian central banks as the US dollar remains strong. Meanwhile, China is grappling with weak domestic demand and record-low loan growth even as the yua... more

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Recent Guests

Maliana Shahruddin
Senior Equity Analyst at BIMB Securities
BIMB Securities
Episode: Why Aren’t Healthcare Stocks Keeping Up?
Vishnu Varadhan
Head of Economics and Strategy at Mizuhobank (Mizuho Bank)
Mizuhobank / Mizuhо Bank
Episode: Market Watch - Sep 17, 2026
Neha Singh
Founder and Managing Director of Tracxn
Tracxn
Episode: The US$11.5 Billion Data Centre Rush
James Ying
Client Portfolio Manager at East Spring Investments
East Spring Investments, Singapore
Episode: Market Watch - Sep 15, 2026
Laurent Lacour
Independent market analyst and writer at the Macro Butler Newsletter
Macro Butler Newsletter
Episode: Are Markets Heading for a Stagflation Shock?
Toh Wooh Kim
Senior Analyst at Hong Leong Investment Bank
Hong Leong Investment Bank
Episode: Can Malaysia’s Tech Rally Keep Running?
Dillin Wu
Research Strategist at Pepperstone
Pepperstone
Episode: Can Equities Keep Rising as Rates Climb?
Redzah Abdul-Rahman
Head of Research at BIMB Securities
BIMB Securities
Episode: Malaysia’s Data Centre Boom Hits Its Limits
Chin Jin Han
Research analyst at Affin Hwang Investment Bank
Affin Hwang Investment Bank
Episode: Inside Malaysian Banks' Q2 Earnings

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
  • Up jhbbbybynbbuy Byyyy u Year

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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.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Can Markets Handle 5% Treasury Yields?
Q: If that move is largely priced in, is the bigger question now whether this is a one-off increase or the beginning of another tightening cycle?
The consensus suggests a likely 25 basis point hike, but the bigger question is how persistent the hawkish tone will be after the move and whether this signals a broader tightening cycle.
S-REIT Had Good Earnings, But Bad Share Prices
Q: Krishna, between the PurePlay data center REITs and REITs that have data centers as part of a diversified portfolio, could you give us a sense for which is delivering stronger performance right now and perhaps why?
PurePlay data center REITs are delivering stronger distribution growth due to debt headroom and favorable cost of capital, while diversified REITs face portfolio-wide weaknesses that dilute gains; overall, data-center tailwinds and selective asset growth are helping the best performers outperform.
Market Watch - Sep 15, 2026
Q: For global investors, what opportunities do Japanese equities offer relative to other markets amid the AI investment cycle?
Japanese equities provide a diversified exposure beyond a single AI theme, with leadership in components like semiconductors, materials, and automation, and offer a more attractive valuation compared to US tech, potentially delivering a favorable risk-reward.
Market Watch - Sep 15, 2026
Q: Which sectors emerged as the key winners and losers in the first quarter earnings season, and what were the main drivers of performance?
The breadth of earnings growth was broad across most sectors, with autos, electrical equipment, and banks among the stronger performers while utilities and airlines lagged due to higher fuel costs; overall a broad-based improvement supported by AI-related demand.
The US$11.5 Billion Data Centre Rush
Q: Neha, why might sovereign wealth funds, pension funds and infrastructure investors be particularly interested in data center assets, given their rise recently?
They are attracted because these assets offer more bond-like stability and long-term, predictable cash flows, with large ticket sizes suitable for global investors, and they are stepping into construction-stage risk to secure future operational earnings.

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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. What's the Focus
3. Ringgit and Sense
4. The Breakfast Grille
5. CNBC's "Fast Money"

How many episodes of Market Watch are there?

Market Watch launched 12 years ago and published 6170 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. Maliana Shahruddin
2. Vishnu Varadhan
3. Neha Singh
4. James Ying
5. Laurent Lacour
6. Toh Wooh Kim
7. Dillin Wu
8. Redzah Abdul-Rahman

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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