Market rebounded sharply this week with the AI theme back in play. We ask Tim Waterer, Chief Market Analyst, KCM Trade if this theme continues in 2026 and if a Fed cut is a foregone conclusion. 



Image Credit: Shutterstock.com

Market rebounded sharply this week with the AI theme back in play. We ask Tim Waterer, Chief Market Analyst, KCM Trade if this theme continues in 2026 and if a Fed cut is a foregone&nbsp;conclusion. 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 Theme to Continue in 2026

How will snap elections affect the Japanese and Thai economies? We speak with Carlos Casanova, Senior Economist at UBP, about the expected impact, as well as other developments in Asian markets.

How will snap elections affect the Japanese and Thai economies? We speak with Carlos Casanova, Senior Economist at UBP, about the expected impact, as well as other developments in Asian markets.

Do Snap Elections Affect Economies?

US markets rallied despite the Federal prosecutors opening a criminal investigation into Federal Reserve chair Jerome Powell. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management why and if markets will continue to rally. We also ask about the banking results that will be released later this week and if the good news is already in the price.



Image Credit: Shutterstock

US markets rallied despite the Federal prosecutors opening a criminal investigation into Federal Reserve chair Jerome Powell. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management why and if markets will continue to rally. We also ask about the banking results that will be released later this week and if the good news is already in the price.Image Credit: Shutterstock

Markets Rally Despite Geopolitics And Fed Debacle 

The petrochemical sector has suffered from global overcapacity for the past few years due to the Chinese players leading to margin pressure and even consolidation. Is the sector at a turning point yet? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia gives us his perspective whilst we ask about Capital A's regularisation plan.



Image Credit: Shutterstock.com

The petrochemical sector has suffered from global overcapacity for the past few years due to the Chinese players leading to margin pressure and even consolidation. Is the sector at a turning point yet? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia gives us his perspective whilst we ask about Capital A's regularisation plan.Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://Shutterstock.com">Shutterstock.com</a>

AI Theme to Continue in 2026

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