Reading Global Market Signals

China's economy is losing momentum, central banks are weighing their next moves, and geopolitical tensions continue to reshape energy markets. Laurent Lequeu, Independent Market Analyst & Writer at the Macro Butler newsletter joins us to unpack the forces driving the global economy and what investo…

Malaysia's Tech Sector: Still Room to Run?

The Malaysian tech sector has been riding the global AI wave, with its fortunes closely tied to demand for AI-related products. But the big question is: can this strong spending on AI continue, and will our local tech players keep reaping the rewards? To get some insights, we speak with Lee Meng Ho…

The Fed, The AI Wobble, And Where Asia Goes Next

US GDP and core PCE data landed this week, and markets clawed back ground after the post-FOMC selloff, though sentiment in semiconductor and AI stocks remains fragile. The conversation unpacks what the data says about US inflation and growth, where the Fed goes from here, and why Singapore's Strait…

Where Are Asia's Best Investment Opportunities?

Artificial intelligence continues to dominate investor attention especially in Asia. Given the recent volatility in North Asian tech hardware and with China's AI ambitions, where should investors allocate capital next? Will China and Singapore markets continue to outperform? Click here to find o…

Can China's AI Rally Go the Distance?

China's technology sector has found a new source of optimism after memory chipmaker CXMT's blockbuster stock market debut reignited interest in the country's AI and semiconductor ambitions. But with global technology stocks facing valuation pressures and China's broader economy still uneven, invest…

Asia Markets Face a Policy Crossroads

Investors are navigating a pivotal week for Asian markets, with the Federal Reserve weighing its next move, fresh US tariffs threatening regional trade, and China preparing to signal its economic priorities at the mid-year Politburo meeting. At the same time, leadership uncertainty at Bank Indonesi…

Markets Stage Turnaround But AI Still Faltering

World equity markets recovered on the back of three nights of relative lull in the US-Iran war, although concern over AI and tech prospects kept the Nasdaq in negative territory for four straight sessions. Hebe Chen, a senior market analyst at Vantage Market, share her insights along with expectati…

Malaysia's Auto Market Shifts Up a Gear

Malaysia's automotive sector has continued to outperform expectations, with vehicle sales rising in the first half of the year despite economic uncertainty. National brands remain dominant, but Chinese automakers are rapidly gaining market share while electric and hybrid vehicle adoption continues …

Markets Reassess the AI Boom

Investors are becoming less willing to overlook soaring AI spending by Big Tech, even as companies continue to post strong revenue growth - this is evident from the performance of the Nasdaq recently. Kingsley Jones, Chief Investment Officer at Jevons Global, share his perspectives on this and more…

Markets Navigate Oil, Fed and Tariff Risks

Investors are balancing a resilient US economy against rising geopolitical and policy risks, with higher oil prices, shifting Federal Reserve expectations, and renewed tariff uncertainty all shaping market sentiment. Semiconductor stocks have rebounded after a sharp sell-off, but questions remain o…