The S&P 500, Nasdaq and the Nikkei closed the first half of 2024 in double-digit positive territory.  Are US and Japan equities still the preferred markets for the second half of the year? We get views and strategy suggestions from Kingsley Jones of Jevons Global. 



Image Credit: Shutterstock.com

The S&amp;P 500, Nasdaq and the Nikkei closed the first half of 2024 in double-digit positive territory.&nbsp; Are US and Japan equities still the preferred markets for the second half of the year? We get views and strategy suggestions from Kingsley Jones of Jevons Global.&nbsp;Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://Shutterstock.com">Shutterstock.com</a>

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Market Watch

2H2024 Strategy: Commodities, Defensive Stocks And Mega Tech

There has been a series of mixed US economic data which has led to volatility in the US bond market with sharp swings in yield. We ask Song Seng Wun, Economic Advisor, CGS International Securities, Singapore to help us to distill rumour from fact to have a better sense of where the global economy is heading.

Image Credit: freepik.com

There has been a series of mixed US economic data which has led to volatility in the US bond market with sharp swings in yield. We ask Song Seng Wun, Economic Advisor, CGS International Securities, Singapore to help us to distill rumour from fact to have a better sense of where the global economy is heading. Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://freepik.com">freepik.com</a>

Ignore The Confusing Mixed Data 

The FBMKLCI has continued to outperform other ASEAN markets save for Vietnam in 2024.  We ask Jeremy Goh, Head of Research, Hong Leong Investment Bank if the markets can still rally even after a year-to-date return of 10% and what investment strategy to adopt. 



Image Credit: shutterstock.com 

The FBMKLCI has continued to outperform other ASEAN markets save for Vietnam in 2024. We ask Jeremy Goh, Head of Research, Hong Leong Investment Bank if the markets can still rally even after a year-to-date return of 10% and what investment strategy to adopt. Image Credit: shutterstock.com

Bursa Malaysia, Time For Foreigners To Return

There are concerns that cracks in the economy are starting to show with US Treasuries reacting as yields have risen of late above 4.5%. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if that means the Federal Reserve will raise rates sooner rather than later. We also ask what is the best asset allocation strategy to adopt  in the 2nd half of this year as US markets have already rallied with the S&P500  and Nasdaq up by 14% and 19% respectively.

Image Credit: pvproductions / Freepik.com

There are concerns that cracks in the economy are starting to show with US Treasuries reacting as yields have risen of late above 4.5%. We ask&nbsp;Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if that means the Federal Reserve will raise rates sooner rather than later. We also ask what is the best asset allocation strategy to adopt&nbsp; in the 2nd half of this year as US markets have already rallied with the S&amp;P500&nbsp; and Nasdaq up by 14% and 19% respectively. Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.freepik.com/author/pvproductions">pvproductions</a> / Freepik.com

2H2024 Strategy: Commodities, Defensive Stocks And Mega Tech

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