Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management reminds us what are the risks to pay attention to when it comes to markets and the importance of ignoring the noise. He also gives us his view on where oil prices are heading and why.Image credit: Shutterstock

With borders reopening and removal of almost all covid restrictions, what has the impact been on the gaming sector. Yin Shao Yang, Associate Director of Maybank Investment Bank gives us his call on the sector and top picks.Image credit: Shutterstock

2023 has been a volatile year for equity markets but will it pay to stay invested? Peter Lim, Chief Research Officer at Trident Analytics gives us his views whilst telling us which sectors will outperform on Bursa Malaysia.Image credit: Shutterstock

The FBMKLCI is once again one the worst performing markets in Asia, down close to 5% on a year to date basis. However it is time to deploy cash and what are the rerating catalysts? Kenny Yee, Head of Research, Rakuten Trade tells us his views whilst giving us some investment ideas for 2023.Image credit: Shutterstock

All eyes will be on the critical US job data as it gives us a clue as to how close we are to the terminal rate which has become challenging to forecast as the macroeconomic data is mixed. Tim Mulholland, President of TJM Limited in Chicago tells where to park our money in these confusing times.Image credit: Shutterstock

The Singapore Urban Redevelopment Authority (URA) reported that private home prices in Singapore increased by 3.2 percent in the first quarter of 2023. Is this positive price momentum sustainable and are commercial properties also seeing a recovery? Ken Foong, analyst at Bloomberg Intelligence gives us an update.Image credit: Shutterstock

With macroeconomic data pointing to a slower economy in the US, is the Fed Fund terminal rate near? Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank gives us his views whist telling us the repercussions of rising oil prices on global growth.Image credit: Shutterstock

With Bursa Malaysia Finance Index down by 4.4% on a year to date, we get more insights from Chan Jit Hoong, Analyst, Hong Leong Investment Bank on whether it is time to relook at this sector and whether the fundamentals point to undervaluation as the dust settles on the mini banking crisis.Image credit: Shutterstock

Nasdaq has rallied 16% on a year to date basis despite the hawkish Fed Monetary policy. We ask Jack Kouzi, Director for Strategy, VFS Group if we should stay a tech bull or is it time to lock in those gains.Image credit: Shutterstock

OPEC+ surprised markets by cutting oil by another 1.1mn barrels a day. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us what impact it has on inflation and whether it makes the job of the Federal Reserve and ECB much harder.Image credit: Shutterstock

Once again the Malaysian equity market as measured by the FBMKLCI remains one of the most unloved markets in Asia. Imran Yusof, Head of Research at MIDF Amanah Investment Bank gives us the reasons for this whilst giving us the outlook for the rest of the year and his top picks for the market.Image credit: Shutterstock

Markets continue to inch up despite the strong inflation figure. What is the recent for this disconnect and can it continue? Stephen Innes, Managing Partner at SPI Asset Management explains why.Image credit: Shutterstock

The Indonesian capital markets wrapped up 2022 on a high note, doing much better than other markets. However in 2023 some of that shine seems to have rubbed away with a flat performance on a year to date basis. Jerry Goh, ASIA Equities, Investment Manager, ABRDN gives us his outlook for Indonesian equities.Image credit: Shutterstock

Clifford Bennett from ACY Securities helps us distill the impact of the banking crisis on markets in the short and mid term as the Fed weighs how it will balance financial stability and rising inflation.Image credit: Shutterstock

The Hang Seng Index has underperformed other North Asian markets despite earlier optimism over the reopening of China. We speak to Peter Lewis, Founder and Director of Peter Lewis Consulting (China) Limited as to the reasons for this and why it pays to still keep an eye on this market.Image credit: Shutterstock

The Nasdaq is up 14% on a year to date basis despite the economic slowdown, the banking crisis and the persistent Fed Hawkish policy. Tony Nash, CEO of Complete Intelligence helps explain why and also if gold, yen and the US dollar remain safe haven assets.Image credit: Shutterstock

Oil prices remained volatile in 2023 with WTI starting the year at USD80bbl to then tumble to a low of USD67 bbl recently in mid March. Since then oil prices have recovered somewhat but is this recovery sustainable? Tj Liaw, Regional Head of Oil and Gas at Maybank Investment Bank gives us his oil price outlook and who will the winners of this price rally.Image credit: Shutterstock

The banking crisis continues to unfold but what are the repercussions to Asia? Carlos Casanova, Senior Economist at UBP explains this to us while giving us his forecast of Hong Kong's growth for 2023.Image credit: Shutterstock

The fallout from the SVB and U.S banks seems to have spread to Europe with Deustche Bank the most recent target. Tim Waterer, Chief Market Analyst at Kohle Capital Markets tells us if its too early to look at banking stocks whilst diving into what could be the safe haven assets to consider.

The swift collapse of SVB and then Signature Bank took markets by surprise with fixed income and equity markets going into freefall. This was then followed by the fire sale of CS to UBS. What repercussion has this had on the credit market? Ang Beng Kuan, Head of Investments, Hong Leong Islamic Asset Management tells us the answer whilst telling us if there are investment opportunities from this.Image credit: Shutterstock

Kingsley Jones, Chief Investment Officer, Jevons Global helps us understand what the recent banking turmoil taking place all around the world will impact markets and which sectors will be more prone to a credit crunch.Image credit: Shutterstock

The transport sector is seeing clearer skies thanks to the reopening of borders and persistent demand for global air travel. Where are the brightest spots for investment in the industry? We discuss the outlook for the transport sector with Ahmad Maghfur Usman of Nomura.Image credit: Shutterstock

We speak to Tim Mulholland, President, TJM Limited, Chicago about the implications of the recent rate hike by the Fed and whether we expect to see more in the coming months following the collapse of SVB and Signature.Image credit: Shutterstock

The KL REIT sector appears to have shaken off the pandemic slump, with the index up around 2% on a year-to-date basis. Would REITs be the safe haven amid the present market turmoil? We discuss the outlook for Malaysian REITs with Jessica Low of MIDF ResearchImage credit: Shutterstock

The US Federal Reserve has raised interest rates by a quarter percentage point making this its ninth hike since March 2022. and it also indicated that it may be near the end of its rate-hiking cycle. It also warned that the fight against inflation remains ongoing while assuring that the banking system remains resilient despite recent bank collapses. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank takes us through how markets reacted to these developments.Image credit: Shutterstock

The banking crises in the US and Europe sparked a continued appetite for exposure to precious metals, especially gold. Will safe haven flows remain the the key trade for precious metals amid the uncertain macro backdrop? We discuss the outlook for metals with Zhu Yi of Bloomberg Intelligence.Image credit: Shutterstock

Global equity markets have been roiled by news of bank collapses, potentially higher interest rates and the geopolitical rumblings. In the past week alone, major indices have move 2 to 3 percent either way on any given day. Jack Kouzi, Director for Strategy for VFS Group talks to us about what opportunities might be out there ahead of what the US Federal Reserve might decide on its interest rate regime.Image credit: Shutterstock

The past week has been volatile for the US dollar. How will Fed policy direction affect currency markets moving forward? We track the trajectory of global currencies amid the banking sector turmoil and central bank rate hikes with Saktiandi Supaat of Maybank Investment Banking Group.Image credit: Karolina Grabowska

The dust from the dramas surrounding Silicon Valley Bank, Signature Bank and Crédit Suisse that had roiled markets for over a week appears to have abated. Investors now look set to refocus on whether or not the US Federal Reserve intends to raise rates and by how much. Song Seng Wun and economist at CIMB Private Banking helps us navigate the noise on what to expect in the coming days.Image credit: Shutterstock

The Straits Times Index (STI) was the outperformer last year among ASEAN indices, but it is down 2% on a year-to-date basis at present. We discuss the headwinds buffeting Singapore stocks as well as potential investment opportunities with Geoff Howie of SGX.

Following last week's turbulence in the banking sector and UBS's recent acquisition with Credit Suisse, we get analysis on where markets are heading this week with Stephen Innes, Managing Partner, SPI Asset Management. Photo credit: EPA-EFE

Sticking to the transport theme, we discuss the outlook for the Malaysian automotive sector with Daniel Wong of Hong Leong Investment Bank.Image credit: Shutterstock

In another hit to the banking sector, Credit Suisse shares plunged on the back of concerns over liquidity. Will the USD$54 billion lifeline provided by the Swiss central bank assuage investor concerns? We discuss the financial sector fall out with Walter Todd of Greenwood Capital.Image credit: Shutterstock

It has been a choppy trading week particularly for financial stocks this week with the collapse of Silicon Valley Bank, Signature Bank and Silvergate Bank - and then concerns over the 160-year-old Crédit Suisse which caused its shares to tank. Yeap Jun Rong, Market Strategist at IG International, breaks down these stories for us to help see beyond the dust that has yet to settle.Image credit: Shutterstock

With fortunes of the Malaysian tech sector highly correlated to global demand for semiconductors, what is the impact of the current cycle downturn and is there potential for technology stocks to stage a sustained comeback? Desmond Chong of UOB Kay Hian gives us his outlook for Malaysian tech.Image credit: Shutterstock

Asian markets plunged on Tuesday following the crash on Wall Street and Europe precipitate by the failures of Silicon Valley Bank, Signature Bank and Silvergate Bank. Carlos Casanova, Senior Economist at UBP breaks down how these developments might impact Asian equities and more, with Wall Street subsequently staging a recovery.Image credit: Shutterstock

Malaysia expects the domestic construction sector to increase by 6.1% this year, supported by improved performance in all sub-sectors. The construction industry also saw a 10% growth on-year for the final quarter of 2022. However, there was little focus on the sector in Budget 2023 and instead there were announcements that some directly-negotiated contracts will be cancelled and retendered. We speake with Loong Chee Wei, Senior Associate Director, Affin Hwang Investment Bank, to get his input on what to expect.Image credit: Shutterstock

Markets are still reverberating from the collapse of Silicon Valley Bank, with regional banks taking a hit over stability concerns. We discuss the response of the Fed and US regulators to limit spillover effects, as well as how this affects monetary policy moving forward with Joe Quinlan of the US Trust-BOA Private Wealth Management.Image credit: Shutterstock

We speak to Kingsley Jones, Chief Investment Officer, Jevons Global on what impact will the Silicon Valley Bank collapse have on major U.S financial names as well as gauge the spillover effect on other sectors like technology.Image credit: Shutterstock

Tim Mulholland, President of TJM Limited helps us unpack the multiple paradoxes that come with markets in the doldrums amidst expectations of rising interest rates as markets anticipate the next jobs figures.Image credit: Shutterstock

Volatility appears to be the trend du jour as investors navigate the will they won't they question of whether or not central banks will raise rates and by how much. Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management, breaks down what he sees might be opportunities in the current climate across the US, China, Hong Kong and Japan.Image credit: Shutterstock

With the banking sector a critical barometer of the economy, we discuss the outlook for the banking sector with Nabil Thoo, Research Analyst at RHB Investment Bank.Image credit: Shutterstock

Despite the tech heavy NASDAQ composite registering two straight months of growth thus far, Jack Kouzi from VFS strategy is less sanguine on its mid-term outlook.Image credit: Shutterstock

Oil prices and the sector had a good year in 2022. However, Brent crude oil futures are flat YTD at US$85/barrel. This in spite of oil pundits earlier in the year calling for prices to reach US$100/barrel which was supposed to be underpinned by strong demand from a China reopening. What does this mean for oil prices in the medium term and is the sector still in favour from an investment perspective? For insights, we speak to Ho Pei Hwa, Regional Energy Analyst, DBS Bank.Image credit: Shutterstock

A raft of economic data will be released in the U.S this week, from employment, factory orders to non-farm payrolls. Which would be the most important that will impact the Fed's future monetary policy direction and in turn affect markets? For answers, we speak to Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.Image credit: Shutterstock

The FBM KLCI's performance has been disappointing which is down 3% YTD. This has been in line with other regional markets due to the strong and resilient data coming out from the US which has pushed the terminal Fed Funds Rate forecast to 5.6%. The retabling of Budget 2023 with a record RM388.1bn allocation has also failed to excite the market. How should investors be thinking about their portfolios moving into 2023 and which stocks should they be focusing on? For insights, we speak to Anand Pathmakanthan, Regional Head of Research at Maybank Investment Banking Group.Image credit: Shutterstock

The U.S Dollar has strengthened in tandem with U.S Treasury yields. With the Fed remaining hawkish on rates, is the reign of King Dollar prolonged? Stephen Innes, Managing Partner at SPI Asset Management tells us whilst giving us his views on Japan's economy.Image credit: Shutterstock

2023 appears to be the year for North Asia with the Japanese, Korean and the Chinese markets outperforming on a year to date basis. What then does mean for Singapore equities? Thilan Wickramasinghe, Head of Research, Singapore and Head Regional Financials, Maybank Investment Bank gives us his views whilst diving into the recent results of the listed banks in that city state.Image credit: Shutterstock

Australia’s fourth quarter GDP grew at 0.5%, below market expectations due to slower housing spending. Is this lucky country finally heading to a recession? Clifford Bennett, Chief Economist of ACY Securities tells us his views. We also ask if it's time to look at precious metals, in particular gold.Image credit: Shutterstock

Still hot US inflation data and the buoyant jobs numbers in February has pushed the Fed Fund Terminal Rate expectations to 5.6% from 4.9% a month ago. What then will the impact be on global growth and does this change the narrative in terms of asset allocation? Ooi Boon Peng, Vice Chairman of Eastspring Investments Singapore gives us his views.Image credit: Shutterstock

February was a bad month for U.S equities after a good start, with the Dow and S&P 500 losing 4% and 2.6% respectively. Where are markets heading in March and what will be the catalysts that will drive markets.? We ask Tony Nash, CEO of Complete Intelligence this question and more.Image credit: Shutterstock

China’s most important political gathering, the “Two Sessions”kicks off this weekend. What new economic policies can we expect, and how will it align with the central themes set out in their 14th Five Year Plan? Investors will certainly be keeping their eyes open for insights which could provide clues on the market direction. For insights, we speak to Carlos Casanova, Senior Economist, UBP.Image credit: Shutterstock

In a span of a month the terminal fed funds rate have moved up 50bps to 5.4% and may even move up further. This is dependent on future inflation data where the recent PCE was higher than expected. How will this impact asset allocation for investors? For answers we speak to Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.Image credit: Shutterstock

Budget 2023 was certainly expansionary with a RM388.1bn allocation which is the highest ever. The key highlight was an even larger allocation of RM99b for development expenditure while the B40 and M40 were net beneficiaries with lower taxes and cash handouts. How will Malaysia's equity market react to the Budget and more importantly which sectors and stocks look to benefit? For answers, we speak to Jeremy Goh, Head of Research, Hong Leong Investment Bank.Image credit: Shutterstock

US markets took a dive on Friday with economist expecting the Federal Reserve to move the terminal rate to 5.4%. What does this mean for risk on assets? Kingsley Jones, Chief Investment Officer at Jevons Global gives us his views whilst telling us the odd for Australia to fall into a recession.Image credit: Shutterstock

Personal consumption expenditure, the Fed’s preferred price gauge will be released later today but is likely to point to the Fed remaining hawkish. Tim Mulholland, President of TJM Limited tells us if this will result in a hard landing for US economy. We also ask him why the diverging performance between Nasdaq and the S&P500.Image credit: Shutterstock

Federal Reserve officials at their most recent meeting indicated that there are signs that inflation is coming down, but not enough to counter the need for more interest rate increases. However, on the more positive side most members of the Fed favour rate hike increases of 25bps going forward but the terminal rate could be pushed to 5.25-5.5%. What will this mean for markets in the immediate term? For some insights, we speak to Vishnu Varathan, Head of Economics & Strategy, at Mizuho Bank.Image credit: Shutterstock

Global markets have given up a fair of its gains seen in January. This is on concerns on the strong data coming out of the US so far which points to more rate hikes by the Fed. More importantly, a Fed pivot will unlikely happen this year. Also, should investors be focusing more of their investments in developing markets like China? For answers, we speak to Jack Kouzi, Director for Strategy, VFS Group.Image credit: Shutterstock

After stronger than expected CPI and PPI numbers, the Fed seems to be struggling to contain inflationary pressures. We ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management what does this mean for the terminal rate and why does the Fed still keep to it's 2% inflation target.Image credit: Shutterstock

For 2023, equities have generally been on an uptrend driven by better earnings delivery from companies and better than expected economic data. However, recent data on inflation, employment and the producers price index have spooked markets. Recently St Louis Fed President James Bullard alluded to a possible 50bp increase in rates at the next meeting. What will this mean for global equities and bonds? For insights, we speak to Yeap Jun Rong, Market Strategist, IG International.Image credit: Shutterstock

US retail sales in January jumped the most in 2 years and homebuilder sentiment rose in February by most since 2020 whilst US inflation rose by 0.5%. Should the Fed have been more aggressive and gone for a 50bp at the last meeting? Also Cisco's recent results beat expectations and is this a good indicator of strong spending on tech infrastructure and the revival of old tech? We speak to Tony Nash, CEO, Complete Intelligence.Image credit: Shutterstock

RHB Research released an interesting regional report recently which was titled ‘ESG Diamonds in the Rough’, where the best companies that met the criteria based on ROEs, low gearing levels, cheaper valuations vs peers and a credible ESG score above the country's median were picked. Alexander Chia, Regional Head of Regional Equity Research, RHB Investment Bank helps us understand the methodology and what are the best picks in Asean.Image credit: Shutterstock

US CPI rose by 0.5%, highest in 3 months. Will this change the pace of hikes by the Federal Reserve? Carlos Casanova, Senior Economist at UBP tells us his view whilst commenting on the incoming Bank of Japan Governor.Image credit: Shutterstock

US CPI will be released later, we speak to Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management as to his expectations and how that will impact the pace of rate hikes. We also ask him as to why UK equities are outperforming depsite the weak economic outlook.

Regional stock markets were off to a great start in 2023 where most markets show outperformance in January. Since then markets have given up some gains largely due to the hot US January jobs report. Meanwhile, the FBM KLCI Index has lagged its regional counterparts and is down slightly YTD. What does 2023 hold for the Asia Equity Markets and should investors be looking abroad to other markets to diversify their portfolios? For answers we speak to Simon Lim, Head of Equities, Hong Leong Asset Management.Image credit: Shutterstock

Markets took a stumble last week, we ask Kingsley Jones, Chief Investment Officer, Jevons Global if this a precursor of further correction. We also ask him for his views whether there will be significant change to Japan's monetary policy if monetary policy expert Kazuo Ueda is the next central bank governor.Image credit: Shutterstock

The recent job numbers from the US has thrown a spanner in the works for equity markets. This may lead to more rate hikes from the Fed Funds and lead to a higher terminal rate. Also is the retail participation in the US stock market still buoyant which may lead to more Meme stocks in play? For insights, we speak to Tim Mulholland, President, TJM Limited, in Chicago.Image credit: Shutterstock

Inflation was on the rise in 2022 impacting the wallets of Malaysians. However not all listed consumer stocks were negatively. Syifaa' Mahsuri Ismail, equity analyst from Hong Leong Investment Bank tells us why whilst giving us an outlook for this sector in 2023 and what names to pick.Image credit: Shutterstock

China reopening of its economy and borders early this year will certainly see the economy on track for better growth in 2023. Will the recovery be a V or U shaped? Also how should investors be reading the recent comments from the FED on further rate hikes and what will be the terminal rate? For answers, we speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank.Image credit: Shutterstock

Jack Kouzi, Director of Strategy for VFS Group tries to help us understand what is exactly happening with US Markets following a series of engagements with Fed Chair Powell as he helps us navigate whether the recent geopolitical tensions between US - China will have any bearing on markets.Image credit: Shutterstock

The recent blockbuster U.S January payroll numbers shook market perceptions and quashed expectations that the Fed may be finished with rate hikes. This has caused the market to pullback from the January highs but this may be a buying opportunity for investors. For  insights we speak to Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.Image credit: Shutterstock

The KL Construction Index kicked off 2023 on a strong footing, up 8% on a year-to-date basis. However the outperformance has mostly been seen among smaller cap names, while the larger capitalisation companies like Gamuda, IJM and Sunway Construction have been laggards. With Budget 2023 on the horizon, what's the outlook of the sector over the next half-year? Loong Chee Wei of Affin Hwang Investment Bank gives us his analysis and top picks.Image credit: Shutterstock

The market continues to rally on the lower 25bp increase in rates by the FED and better than expected results from some tech giants like Meta has boosted the performance of Nasdaq. But is the market getting ahead of itself given that fundamentals have not changed too much. For insights we speak to Clifford Bennett, Chief Economist, ACY Securities.Image credit: Shutterstock

US markets continued its strong trend seen in January and rallied further on news that the Fed has increased interest rates by a smaller quantum of 25bp yesterday. The statement by the Fed was quite hawkish but that the press conference was more dovish because Powell acknowledged it would take time for the full effect of rate rises to feed through to the economy. What will this mean for markets in 2023? For insights we speak to Tony Nash, CEO, Complete Intelligence.Image credit: Shutterstock

Global equity markets have started the year strongly with most showing gains. While fund flows have been more apparent in China and emerging markets, US and European markets have also showed relatively strong performance as talks on a recession have fizzled out. With the Fed also likely at the tail end of its tightening cycle, bonds look to be back in favour. However, all eyes will be on February 1 when the Fed meets where there is still a possibility of a higher 50 bp increase. What would this then mean for the rally in stocks and bonds which we have seen so far? For insights, we speak to Stephanie Leung, CIO, Stashaway.Image credit: Shutterstock

Tech heavyweights like Meta, Apple and Alphabet are expected to release results this week. Earnings are expected to be soft but this is likely priced in and investors would be more concerned with the guidance given. The FOMC meeting also starts on February 1 and expectations are for a 25 bp increase but more importantly will be the guidance given on future rate increases. For more insights on this, we speak to Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.Image credit: Shutterstock

STI is up by 5% on YTD basis but can this positive momentum be sustained? Geoff Howie, Market Strategist, Singapore Exchange gives us that answer whilst examining the REIT sector in detail.Image credit: Shutterstock

As the Chinese markets reopen after the week long Lunar Year Break, we ask Kingsley Jones, Chief Investment Officer at Jevons Global how the markets will behave in 2023. We are dive into the reopening themes and what are the investment opportunities.Image credit: Shutterstock

4Q US GDP surprised on the upside with 2.9% growth but still slowed from 3.2% in 3Q. However, is this just an blip and is the economy is weaker than expected when we dissect the numbers further? Additionally are earnings for 2023 still too lofty and will there be further cuts? For insights we speak to Tim Mulholland, President, TJM Limited.Image credit: Shutterstock

China’s reopening has sparked hopes of a demand led boost that will soften any chance of a hard economic landing for G7 nations. But how realistic is this view and are the GDP expectations of 5 to 5.5% too optimistic for China? Also what is the read through of Bank Negara Malaysia keeping the OPR unchanged? For insights, we speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank.Image credit: Shutterstock

The CSI300 is one of the best performing markets in Asia, while the Hang Seng Index is having an even better run. We ask Jack Kouzi, Director for Strategy at VFS Group if this rally has legs and what sectors will offer best exposure to China's reopening theme.Image credit: Shutterstock

Markets are still expected to be volatile in 2023 but what is the best investment strategy to adopt? Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management recommends a barbell approach whilst telling us where to find alpha.Image credit: Shutterstock

The Bank of Japan took market by surprise with a shift to their monetary policy. What does this mean for the Yen? Tony Nash, CEO of Complete Intelligence gives us his views whilst weighing in on the Fed fund rate after the slew of recent economic data.

China released a slew of economic data; GDP, retail sales, industrial production, new loans and unemployment. What do these macro data points tell us about the state of the economy currently and in 2023? Carlos Casanova, Senior Economist at UBP helps us unpack this.Image credit: Shutterstock

The Treasury Department warned that the U.S. will reach the debt limit on January 19 and will need extraordinary measures from Congress to avoid a default. How concerned should financial markets be with this upcoming event? Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management tells us.Image credit: Shutterstock

Global equity markets and also in the US are off to a great start in 2023. This was partly driven by the more modest US CPI print for December. But should investors exercise caution especially when earnings season has kicked off. A key a concern would be declining profit margins which may lead to compression of valuation multiples. For insights, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global.Image credit: Shutterstock

December's CPI figure was better than expected but will this be enough to convince the Federal Reserve to be less hawkish. Tim Mulholland, President, of TJM Limited in Chicago  tell us his answer whilst giving us his ideas if you are a China bull.Image credit: Shutterstock

Markets have been rallying despite the Fed cautioning against unwarranted easing in financial conditions. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank tells us if it is a good idea to bet against the Federal Reserve and his expectations of the all important CPI figure.Image credit: Shutterstock

The Nasdaq index has fallen more than 30% in 2022 but is up YTD in 2023. Is it time to relook at some of the larger and more established tech names like Apple and Amazon? Also, with China's reopening, what sectors should investors be focused on? For insights, we speak to Jack Kouzi, Director for Strategy, VFS Group.Image credit: Shutterstock

Share price gains for the Malaysian automotive sector have been decent in 2022 with most stocks showing gains led by Bermaz Auto which was up 35%. This is on the back of strong TIV sales for 11M22 which rose 45% yoy to 642,306 units underpinned by healthy backlog orders received prior to the sales and service tax (SST) holiday expiry on 30 June 2022. However, with a looming global recession and higher interest rates moving in 2023 coupled with the expiry of the SST holiday, how will the sector perform in 2023? For insights, we speak to Jim Lim Equity Analyst at RHB Investment Bank.Image credit: Shutterstock

The market is currently pricing in a rate cut in the US for 2023 which may be too optimistic given the Fed has remained steadfast in its fight against inflation. However, the silver lining is China reopening which has happened faster than expected may help lift global growth. What does all this mean for global economies? For insights, we speak to Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.Image credit: Shutterstock

The Hong Kong and Chinese equity markets have been the outperformers among Asian markets on a year to date basis no thanks to China ending their covid zero strategy. We ask Tan Teng Boo CEO of Capital Dynamics Group what are the best proxies buys for this theme and his views on other Asian markets.Image credit: Shutterstock

America's employers added a solid 223,000 jobs in December. Although it was a decent gain, it was the lowest monthly increase in two years. Does this mean the job market has begun to cool off and what does this mean for terminal Feds Fund Rate? Also, what does a China reopening mean for the Australian dollar and its currency? For insights, we speak to Clifford Bennett, Chief Economist, ACY Securities.Image credit: Shutterstock

Gloves were the darling sector in 2020, where every company involved in its manufacturing saw its share prices jump by multiple times, no thanks to the pandemic that created a global shortage. Fast forward two years later, the sector is plagued by overcapacity, falling average selling prices with even the larger players in the red. What then does the future hold for the glove sector and is it time for investors to perhaps be taking a more contrarian view on the sector? For insights, we speak to Sophie Chua, Equity Analyst at Hong Leong Investment Bank.Image credit: Shutterstock.com

US markets are off to a rocky start as the Fed remains firm in its commitment to bring down inflation to 2%. This is in spite of the Fed Funds Futures pricing a rate cut this year. Should investors now be positioning for value stocks given the long standing underperformance and only switch to growth once a Fed pivot is clearer? For insights we speak to Walter Todd, President and Chief Investment Officer, Greenwood Capital.Image credit: Shutterstock

The performance for M-REITs have been rather resilient for 2022 even in a rising interest rate environment, where Bank Negara Malaysia has raised the Overnight Policy Rate by 100 bps. Jessica Low, Senior Analyst at MIDF Amanah Investment Bank tells us her outlook for 2023 and what are her top picks.Image credit: Shutterstock

The minutes from December’s FOMC meeting have been released. Tony Nash, CEO of Complete Intelligence gives us his insights on what this means for the pace of rate hikes in the US. He also gives us his views on oil price as the black gold has fallen by 9% in the last two trading days.Image credit: Shutterstock

The transportation sector ended mixed for 2022 on Bursa Malaysia, with only Malaysia Airports chalking up gains of 10%. Meanwhile, developed markets such as the US and EU seem likely to face recession this year. While China’s reopening is positive, there are also concerns on bottlenecks, with rising Covid-19 cases and testing requirements. How should investors position for exposure to the transportation sector and which stocks they should buy? For insights, we speak to Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia.Image credit: Shutterstock.com

China reopening will certainly lift commodities demand such as lithium and iron ore which may be positive for Australia and commodity related stocks. Given funds are still generally underweight China equities, should investors start nibbling and what sectors and stocks should they be focusing on? For insights, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global.Image credit: Shutterstock

2022 was generally unkind to equity markets, especially developed markets like the US which had its worst performance since 2008. This caused a selldown globally and of course Malaysia was not spared. But as we head into 2023, Malaysia looks more stable politically and with a China reopening, will there be catalysts that would cause a rerating of the market? For answers we speak to Alexander Chia, Regional Head of Research, RHB Investment Bank.Image credit: Shutterstock.com