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For Malaysian Equities, Cheap Is Not Enough, Visibility Counts
For Malaysia despite strong headline growth of 5.1% in 2024, there remains strong outflow of funds with the FBMKLCI down 4.6% on a YTD basis. Much of…
1 year, 8 months ago
And All Out Tariff War Benefits No One
The 25% tariffs on Mexico and Canada went into effect yesterday and its impact on the US economy and the rest of the world is yet unknown. We speak t…
1 year, 8 months ago
Potential Bright Spots For Fixed Income
Amid the shifting dynamics of the global economy including the possibility of the Federal Reserve holding rates higher for longer while central banks…
1 year, 8 months ago
Mood Change For US Markets
The US market continues to drift downwards due to sluggish economic data and the imposition of 25% tariffs on Canada and Mexico. We ask Joe Quinlan, …
1 year, 8 months ago
US Economy Dips In 1Q
With the US economy likely to see negative growth in 1st quarter and the impact of tariffs on Canada and Mexico still unknown, what will the Federal …
1 year, 8 months ago
Daily Tariff Confusion by Trump
US President Donald Trump has confirmed that tariffs against Mexico and Canada will start on 4 March with an additional 10% tariffs on China. What im…
1 year, 8 months ago
US Markets Underperformance Could Turn
Tony Nash, CEO, Complete Intelligence unpacks the latest results from Nvidia and whether European and China market outperformance over the US can sus…
1 year, 8 months ago
Tariffs Starting To Impact US Consumer Confidence
U.S. consumer confidence dropped in February while 12-month inflation expectations surged. We ask
Carlos Casanova, Senior Economist, UBP as to why the…
1 year, 8 months ago
US Exceptionalism, Still Present But Less Shiny
Since President Donald Trump was inaugurated, US equities have underperformed its European and North Asian counterparts. We ask Joe Quinlan, Chief Ma…
1 year, 8 months ago
For Malaysian Equities, Keep Your Eyes On Palm Oil And Tech
The FBMKLCI has started on a weak note with a decline of more than 3%. We ask Peter Lim, Chief Research Officer at Trident Analytics if we should rem…
1 year, 8 months ago