Podcast Episodes
Back to Search
AI And The Impact On Malaysian Healthcare Sector
A key trend in healthcare is the growing use of Artificial Intelligence (AI), expected to transform the sector in various ways. Given these developme…
2 years, 3 months ago
Japan's Multiple Economic Challenges
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 ch…
2 years, 3 months ago
The Auto Sector Is Revved Up
The auto sector is in fifth gear with the Malaysian Automotive Association (MAA) boosting its 2024 vehicle sales forecast to 765,000 units. Daniel Wo…
2 years, 3 months ago
In China Or US, Tech Is Still A Buy
The earnings season of the Magnificent Seven has started with a tale of two halves. Alphabet doing better than expected while Tesla disappointed. We …
2 years, 3 months ago
US Tech Still Miles Ahead
With Joe Biden pulling out of the US Presidential race, political risk has increased for markets. We ask Joe Quinlan, Chief Market Strategist, US Tru…
2 years, 3 months ago
Geopolitical Risk Heightens With Biden Out
Overnight, President Joe Biden has pulled out of the presidential race. Laurent Lequeue, Independent Market Analyst and Writer of The Macro Butler Ne…
2 years, 3 months ago
Tech Rally In Malaysia Still Has Legs
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 Chon…
2 years, 3 months ago
Trump Trade Dominates Markets
Global stocks have been in flux following heightened projections that Donald Trump could return to the White House, with tech stocks particularly tak…
2 years, 3 months ago
Will Trumponomics Thwart The Tech Trajectory?
Tech stocks plunged overnight on the back of comments by Republican presidential nominee Donald Trump on future policies. What does this mean for the…
2 years, 3 months ago
Stay Overweight In Taiwan And India
Asian markets are a tale of two halves with Japan, Taiwan, Vietnam and Malaysia doing much better than the likes of Indonesia and Thailand. We speak…
2 years, 3 months ago