Bfm :: Market Watch

Global volatility from Trump’s tariffs, unresolved trade tensions, and an expiring suspension period have shaken confidence in markets, leaving investors asking what investment approach they should adopt. James Cheo, Chief Investment Officer, Southeast Asia and India at HSBC Global Private Banking & Wealth shares his perspective.

Data released overnight include US retail sales which showed a 0.9% decline, more than the 0.6% forecast by economists. Additionally, the FOMC meeting will happen tonight amid volatile commodity prices. Carlos Casanova, Senior Economist at UBP, helps us unpack these issues and more.Image Credit: Shutterstock.com

With the Israel-Iran conflict entering a fifth day, markets appear to have settled after price spikes in gold and crude oil. Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management, shares his insights into what sectors to look at, including real estate.Image Credit: Shutterstock.com

Malaysia’s transportation sector has experienced much volatility so far this year, on the back of brewing US - China trade tensions and ongoing Middle East wars. However, these developments do not detract from Malaysia’s solid economic fundamentals. So, which transportation stocks should investors consider in these turbulent times? For insights, we turn to Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia.Image Credit: Shutterstock.com

Kingsley Jones, Chief Investment Officer, Jevons Global offers potential opportunities, beyond cash, on the back of increased market volatility on the back of escalation of the Israel-Iran conflict.Image Credit: Shutterstock.com

The US and China have said that a trade truce is in place, but is it real or just a pause? Tim Mulholland, President of TJM Limited in Chicago shares his insights into what trading and investment strategies he is currently employing.Image Credit: Shutterstock.com

The trade talks in London appear to have ended on a positive note but what does this mean for the global economy?Tim Waterer, Chief Market Analyst, KCM Trade tell us his view and weighs in on the health of the US economy.Image Credit: Shutterstock.com

On the back of the recently concluded result season, what is the outlook of the banking sector? Eddy Do, Senior Equity Research Analyst at Hong Leong Investment Bank gives us his perspective whilst we ask what are his top buy ideas for this sector.Image Credit: Shutterstock.com

With inflation data out later today and last week's job numbers, how soon with the Federal Reserve cut rates? A pertinent question we pose to Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter. We also ask what are the safe haven assets if markets were to correct.Image Credit: Shutterstock.com

The health services sector is a key contributor to Malaysia’s economy, accounting for 2.1% of GDP in 2023 but what does the recently concluded result season tell us about the companies involved? Among the listed players, what are the buying opportunities. Nursuhaiza Hashim, Equity Research Analyst, BIMB Securities gives us her persective.Image Credit: Shutterstock.com

The Hang Seng Index is in bull market territory, up more than 20% on a year to date basis. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tell us if there are more legs to this rally and what sectors we should pay attention to.image Credit: Shutterstock.com

Hong Kong’s equity markets are booming in 2025, up more than 18% on a year to date basis. In fact, it's the best performing in Asia. What explains this strong Hang Seng rally and renewed investor confidence? Peter Lewis, Director, Peter Lewis Consulting Limited shares his thoughts.Image Credit: Shutterstock.com

What do recent US jobs data and JPMorgan Global Composite PMI indicate about the markets and global economy? Jingyi Pan, Economics Associate Director of PMI Team, S&P Global Intelligence shares her insights.Image Credit: Shutterstock.com

On a year to date basis, the Bursa Construction Index is down -3% but can we expect a turnaround in the sector? Adam Mohamed Rahim, Equity Research Analyst, RHB Investment Bank tells us what are the catalysts for the sector and his top buy ideas.Image Credit: Shutterstock.com

With tariff uncertainty and mixed data, what is the investment strategy to adopt? Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors gives us her perspective whilst weighing in on when the the Fed will pull the trigger to cut rates.Image Credit: Shutterstock.com

The local FBM KLCI has shed nearly 9% since the start of the year. But was this decline reflected in the earnings of Malaysian corporates? We wrap up and unpack the first-quarter earnings season with Imran Yusof, Head of Research at MIDF.Image Credit: Shutterstock.com

From surprise earnings in the discount retail sector to changing forecasts for the U.S. dollar, Tony Nash, CEO of Complete Intelligence unpacks what these developments reveal about inflation and consumer sentiment. He also delves into the latest PMI data and how investors are recalibrating in a volatile yet opportunity-filled environment.Image Credit: Shutterstock.com

The Singapore Straits Times Index remains relatively buoyant compared to other indices in the region amidst global economic uncertainty. Can the positive momentum be sustained? We discuss trends in Singapore equities with Geoff Howie of SGX.Image Credit: Shutterstock.com

The FBMKLCI has pulled back from its May highs, and global trade tensions are heating up. Peter Lim, Chief Research Officer at Trident Analytics, however remains cautiously optimistic, as he assesses the impact of renewed US steel tariffs on Malaysian exporters, and explore which sectors are proving resilient amidst global headwinds.Image Credit: Shutterstock.com

US President Donald Trump has announced a series of tariffs on steel and aluminum. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management for how disruptive this will be to the economy. We also ask him if the US debt ceiling will be an issue and what impact it has on the bond market.Image Credit: Shutterstock.com