Market Watch

The performance of India’s and China’s equity markets are a tale of two halves. The Nifty 50 achieves a return of close to 15% while the CSI 300 is down 1% on a year-to-date basis. Ken Wong, Client Portfolio Manager, Asian Equities at Eastspring Investments tells us what is their strategy for both markets and what the opportunities are.Image Credit: shutterstock.com

All bets are for a Fed rate cut in September with markets already pivoting against backdrop of lower rates. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as to which sectors will benefit and which don't.Image Credit: Shutterstock.com

The Nikkei 225 has corrected by more than 8% from its peak while the Yen continues to strengthen against King Dollar as the unwind trade persists. We ask Kingsley Jones, Chief Investment Officer, Jevons Global if this is the time to take money off the table or is the outlook still positive.Image Credit: shutterstock.com

A key trend in healthcare is the growing use of Artificial Intelligence (AI), expected to transform the sector in various ways. Given these developments, what are the prospects for Malaysia's healthcare sector and which listed companies stand to benefit? Imran Yusof, Head of Research at MIDF Investment Bank gives us those answers.Image Credit: freepik.com

Starting from its peak, the Nasdaq 100 has corrected by more than 7%. Is the tech rally being affected by the recent disappointing results from Tesla and Alphabet? Tim Mulholland, President, TJM Limited from Chicago gives us his perspective whilst weighing in on the Japanese equity market.Image Credit: freepik.com

The Yen has rallied the most since May as investors unwind the carry trade. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank what challenges this puts on the Bank of Japan as they attempt to raise rates and taper their bond purchasing program.Image Credit: shutterstock.com

The auto sector is in fifth gear with the Malaysian Automotive Association (MAA) boosting its 2024 vehicle sales forecast to 765,000 units. Daniel Wong, Analyst at Hong Leong Investment Bank tells us the reasons for this uptick in sales. We also dive into which of the listed companies stand to benefit.Image Credit: shutterstock.com

The earnings season of the Magnificent Seven has started with a tale of two halves. Alphabet doing better than expected while Tesla disappointed. We ask Jack Kouzi, Director for Strategy, VFS Group as to how to interpret these contrasting set of results and what does this mean for the sector overall.Image Credit: Shutterstock.com

With Joe Biden pulling out of the US Presidential race, political risk has increased for markets. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, how markets will react till November and what safe haven assets to consider.Image Credit: shutterstock.com

The Bursa Malaysia Technology Index is up more than 20%, outperforming the broader FBMKLCI taking its cue from the US tech stock. We ask Desmond Chong, Head of Research, UOB Kay Hian Securities Malaysia if there are still legs to this rally and which of the listed companies will emerge winners.Image Credit: Shutterstock.com