Be Brave & Buy The Iran War Losers

Global markets fell sharply following the Iran attacks but have since recovered somewhat. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management how to navigate these volatile markets and if there are actually buying opportunities whilst we also ask where oil prices ar…

US & Israel Attack Iran : Risk-Off Or Buying Opportunities?

The United States and Israel have attacked Iran, killing its Supreme Leader in the process, driving up crude oil, gold and silver among other commodities. Independent market analyst Laurent Lequeu shares his views on what to expect as this fresh conflict in the Middle East injects more new uncertai…

Has the AI Theme Peaked?

Nvidia's results were better than expected whilst the guidance remained positive. However, the share price was down 5%. Does this suggest that the AI theme has peaked? Tim Waterer, Chief Market Analyst, KCM Trade, gives us his answer whilst we also try and understand why the Australian dollar conti…

Nvidia Restoring Faith In AI

Nvidia reported results that beat street expectations. We get first-hand reactions from Tony Nash, CEO, Complete Intelligence as to whether this means the AI theme is alive and well. We also look at results from Salesforce and ask if the casualties are the software providers instead. Image Credit…

Still Early Days Yet for Impact of Global Tariffs on Asia

President Donald Trump’s 10% global tariff took effect yesterday but what impact will it have on Asia? Which countries stand to benefit from this or potentially lose out? Carlos Casanova, Senior Economist, UBP gives us his perspective whilst we weigh in on what might be discussed during Trump's vis…

Equities Down, Time For Reassessment

Wall Street fell sharply overnight on fears around AI disruptions to various industries and President Donald Trump lashing out at the US Supreme Court while looking for ways to still raise his global tariffs. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, shares his…

Impact of US Tariffs on Malaysia's Economy and Equity Markets

The immediate reaction of the Malaysian market to tariffs  has been muted despite the uncertainty.  What then can we expect in the coming days as governments around the world respond to the global tariffs of 15%? Imran Yusof, Head of Research, MBSB Research gives us his answers. Image Credit: …

Tariff Uncertainty and its Impact on Markets

The Supreme Court struck down President Donald Trump's tariffs. This was quickly replaced with 15% global tariffs. What then are the implications on the US economy and global capital markets? Kingsley Jones, Chief Investment Officer, Jevons Global gives us his perspective. Image Credit: Shutte…

The Payoff of Linking Sustainability To Pay in Malaysia

Bursa Malaysia requires Main and ACE Market listed companies to disclose sustainability statements, focusing on material economic, environmental, and social risks. However, how many companies link sustainability to pay? Peter Kong, Head of Research, Kenanga Investment Bank tells us if such moves be…

Geopolitical Tensions Drive Oil Price Upwards

The possibility of the US launching attacks on Iran is sending Brent crude oil prices higher over disruption concerns. How might markets respond as the situation unfolds? We discuss this and other market trends with independent analyst Laurent Lequeu. Image Credit: Shutterstock.com