Artificial Intelligence was a very strong theme in equity markets last year, exemplified by Nvidia's skyrocketing share price. But how would this theme translate for Malaysian equities?  We discuss the stocks that stand to benefit from the AI trend with Peter Kong, Head of Research at Kenanga Investment Bank.



Image Credit: Shutterstock.com 

Artificial Intelligence was a very strong theme in equity markets last year, exemplified by Nvidia's skyrocketing share price. But how would this&nbsp;theme&nbsp;translate for Malaysian equities?&nbsp; We discuss the stocks that stand to benefit from the AI trend with Peter Kong, Head of Research at Kenanga Investment Bank.Image Credit: Shutterstock.com

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

 AI Data Centres Expected To Generate Multiplier Effect

The FBM-KLCI has sagged 14% on a year-to-date basis in anticipation of exorbitant US tariffs of 24%. Where are the defensive pockets in Malaysian equities that can withstand the present volatility? We get analysis from Imran Yusof of MIDF.



Image Credit: Shutterstock.com 

The FBM-KLCI has sagged 14% on a year-to-date basis in anticipation of exorbitant US tariffs of 24%. Where are the defensive&nbsp;pockets in Malaysian equities that can withstand the present volatility? We get analysis from Imran Yusof of MIDF.Image Credit: Shutterstock.com&nbsp;

Domestic Plays To Weather Global Volatility

With US reciprocal tariffs set to come into force this week, economists are revising their growth estimates for the global economy. We discuss how tariffs will impact monetary and fiscal policy-making in Asia with Carlos Casanova of UBP.



Image Credit: Shutterstock.com

With US reciprocal tariffs set to come into force this week, economists are revising their growth estimates for the global economy. We discuss how tariffs will impact monetary and fiscal policy-making in Asia with Carlos Casanova of UBP.Image Credit: Shutterstock.com

Stagflation Ahead For US Economy?

The Indonesian equity market had been closed for the Eid holidays which meant that it was unscathed by the tariff announcements. However with it due to reopen today, we ask Jerry Goh Asia Equities Investment Director, Aberdeen Investments for his views on how markets will react and what are the pain points the economy faces due to the tariffs.



Image Credit: Shutterstock.com

The Indonesian equity market had been closed for the Eid holidays which meant that it was unscathed by the tariff announcements. However with it due to reopen today, we ask Jerry Goh Asia Equities Investment Director, Aberdeen Investments for his views on how markets will react and what are the pain points the economy faces due to the tariffs.Image Credit: Shutterstock.com

AI Data Centres Expected To Generate Multiplier Effect

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