Podcast Episodes
Back to Search
More Upside For Construction
The Bursa Malaysia Construction Index has surged more than 50% over the past year, outperforming the benchmark FBM KLCI. Can the construction sector …
1 year, 10 months ago
Inflation Back In The Spotlight
US labour data is due at the end of the week, but the focus for the US Federal Reserve will likely be on inflation in determining their next course o…
1 year, 10 months ago
Are Markets Too Optimistic About Fed Policy Trajectory?
Market consensus is expecting a third consecutive year of double digit returns for the US equities in 2025, but are these predictions overly optimist…
1 year, 10 months ago
AI Data Centres Expected To Generate Multiplier Effect
Artificial Intelligence was a very strong theme in equity markets last year, exemplified by Nvidia's skyrocketing share price. But how would this the…
1 year, 10 months ago
Double Digit Gains For S&P500 In 2025?
Tony Nash, CEO of Complete Intelligence helps us navigate the first week of 2025 as he contrasts the differing fortunes between the Uniter States and…
1 year, 10 months ago
First 10 Days Reveal 2025 Trade Trends
US markets ended 2024 on a muted note; what explains the sluggishness going into the new year and what themes will shape the investment landscape? We…
1 year, 10 months ago
A Recap Of The FBM-KLCI And A Look Ahead
The FBM-KLCI is on track to ending the year with at least a 12% gain, likely the first time in 3 year that equity markets are ending on a positive no…
1 year, 10 months ago
Investing Strategies For 2025 As Trump 2.0 Begins
As a Santa Claus rally failed to materialise with the close of 2024, how would investors strategise their positions in light of president-elect Donal…
1 year, 10 months ago
Expect More M&A Deals In 2025
Tim Mulholland, President of TJM Limited, unpacks the latest initial jobless numbers claims and reflects on whether 2025 will be the year for more M&…
1 year, 10 months ago
Beware Inflation In 2025
US inflation is expected to trend upwards in 2025, but what does that mean for equity markets? Independent market analyst Laurent Lequeu weighs in wi…
1 year, 10 months ago