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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.
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Tourism: Aim for Value Over Volume
Foreign tourist arrivals have returned to Malaysia, reaching 26.6 million in 2025 and surpassing pre-pandemic levels of 26.1 million in 2019. However,...
Markets Weigh Oil, Rates and Risk
Global markets are navigating a complex mix of geopolitical tensions, resilient economic data, and shifting expectations for interest rates. Despite r...
Asian Equities & AI: Where is It Heading Towards?
The artificial intelligence boom has fuelled a rally in Asian stock markets to record highs as investors rushed to join the AI bandwagon. But the rece...
Tech Stocks : Correction or Something More?
Wall Street chalked up another red day with equities pressured by elevated crude oil prices thanks to the US-Israel war on Iran, while tech stocks con...
Markets in the Red : War and an AI Sell-off
The past week saw equities slump as the US-Iran war escalated and investors sold of tech and AI stocks. Laurent Lequeu, Independent Market Analyst & W...
Cement And Aluminium: The Unsexy Backbone Of The Build-Out
AI and data centres may grab the headlines, but someone has to supply the concrete and metal to build them. RHB Investment Bank has an Overweight call...
Earnings, AI & Geopolitical Risks
What can we expect from Wall Street's earnings season to AI-driven chip stocks, oil prices and US interest rates expectations? Tim Waterer of KCM Trad...
US Inflation Outlook in the Midst of War
US equities managed to register gains on comments from the Federal Reserve indicating that inflation may have peaked and should be edging down in comi...
Markets Brace for Middle East Shock
Renewed tensions in the Middle East have pushed oil prices higher, reviving concerns over inflation, interest rates, and the global growth outlook. Ye...
US Bank Bonanza Sets Tone for Q2 Earnings Season
The major US banks reported blockbuster earnings this week, driven by investment banking, capital markets and trading. How much will this be reflected...
Malaysia's Utilities Sector Powering Ahead
Malaysia's utilities sector is poised for a bright future, as a result of rising capital expenditure and increasing electricity demand, with consumpti...
Gulf Escalation Puts Pressure on US Fed
The resumption of a US blockade in the Strait of Hormuz and military strikes in the Gulf threatens to send oil prices soaring once again. How will thi...
Hyperscaler Capex A Barometer for Chip Momentum
SK Hynix's debut on the Nasdaq last Friday was the biggest IPO by a foreign company on record raising USD$26.5 billion. What factors will influence th...
Markets Shrug Off War — Should They?
Wall Street barely flinched this week, even as US strikes on Iran pushed oil higher and rattled the Strait of Hormuz. Tim Mulholland of TJM Limited in...
Inflation Outlook & Interest Rates
The US Federal Reserve's minutes for its June meeting has been released indicating that the central bank remains divided over the future path of inter...
Can Airlines Stay Profitable as Costs Soar?
Global airlines continue to benefit from resilient travel demand, but surging fuel prices, supply chain disruptions, and aircraft delivery delays are...
Can Europe Keep Beating the US?
Global markets are entering a new phase as investors weigh diverging economic and policy trends across major economies. Japan is grappling with mixed...
Tech, Crude Oil, Equities : What's Moving Markets?
There appears to have been a rotation back into tech, AI and semiconductor stocks, leading the Dow Jones to hit a new record again. Joe Quinlan, Chief...
US Markets: Healthy Sector Rotation in Play
The Dow Jones closed last week at record highs; in contrast the S&P 500 and Nasdaq have been in a consolidation pattern for the past month. What are t...
Markets Rotate as Global Growth Diverges
Global markets are sending mixed signals, with US blue chips pushing to new highs even as technology stocks lose momentum. Investors are also weighing...
Can the US Market Regain Momentum?
Investors are weighing a mixed picture for the US economy, with manufacturing continuing to expand, inflation remaining a concern, and markets searchi...
Japanese Yen Falls to New Lows
The Japanese yen has weakened to its lowest level since 1986 against the US dollar, despite signs of strength elsewhere in the economy. What's the thr...
Is It Time to Broaden Beyond Big Tech?
US markets have steadied after a bout of volatility, helped by easing geopolitical tensions and lower oil prices. As investors look to the second half...
Are Markets Misreading the Risks?
As oil prices retreat to pre-Iran war levels, a vital question emerges: Are markets accurately pricing the reality of crude flows through the Strait o...
Markets Shrug Off Inflation Warning
US inflation has climbed to its highest level in three years, yet markets have remained remarkably resilient. Strong economic data, easing oil prices,...
Crude Oil, Gold Respond To War News
Spot gold is now trading at its lowest in a year while Brent crude oil futures have gone back to Feb 27 levels, the day before the US and Israel attac...
Is AI Mania Coming to an End?
The overnight global sell-off in tech and AI stocks has reignited questions about the longevity of the AI-led bull run. Are these early signs that the...
Will US Inflation Resolve Itself?
The US Fed Chair Kevin Warsh in his first meeting gave hawkish signals as to the interest rate trajectory, but is a hike imminent? Joseph Sroka of Nov...
Has the Stagflation Threat Passed?
Falling oil prices and easing tensions in the Middle East have reduced fears that the global economy could slide into stagflation. Yet investors still...
From War Risk to Rate Risk
Markets have welcomed the signing of the US-Iran peace agreement, with investors rotating back into risk assets as concerns over energy supplies and g...
Asia's Rally Returns as Oil Fears Fade
Asian markets have regained momentum after easing tensions in the Middle East helped drive oil prices lower and improve investor sentiment. At the sam...
Can Markets Sustain the Post-Peace Rally?
Markets are reassessing the outlook after the Federal Reserve held rates steady and signs emerged of a possible peace agreement between the United Sta...
Markets Cheer Peace, But What's Next?
Global markets have rallied after reports of a peace agreement between the United States and Iran, easing concerns over energy supplies and helping dr...
Have Markets Fully Priced in the Gulf Ceasefire?
Global markets were positive at the end of last week on the back of the SpaceX IPO and signals of an imminent US-Iran ceasefire deal. Have the markets...
Tech Stocks Gain, Iran Deal "Likely", What's Next?
The likelihood of a solution to the war in Iran sparked a rebound in the markets, led by tech stocks that have been sold off in the past few sessions....
Emergency Rate Hike Puts Indonesia Under Pressure
Indonesia’s central bank has delivered its first off-cycle interest rate hike in eight years after the rupiah fell to record lows against the US dolla...
Tech-led Selloff Fails To Rebound : What Next?
World markets ended in the deep red with the selloff on semiconductor, tech and AI plays continuing. Consumer price results from the US also indicate...
Q1 Earnings Under Pressure?
The 1Q2026 earnings season has now wrapped, and while the period is traditionally softer due to festive holidays, this quarter saw an even more compre...
Tech Rebound Fails, Markets Falter Again
Wall Street stocks appear to be struggling to find its footing following last week's tumble as investors remain nervous that the AI-driven run in chip...
Markets Recover, Uncertainties Remain
Wall Street staged a mild tech-related recovery following a more than 5% decline on the Nasdaq, over the previous three sessions. Joe Quinlan, Chief M...