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

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

Bursa Malaysia, Time For Foreigners To Return

The Labour party led by Keir Starmer is projected to return to power in the UK but what economic challenges await him and why is the Pound so strong despite the changing of the guard. Shane Oliver, Chief Economist, AMP Capital gives us his perspective whilst weighing in when the Fed will start raising rates and by how much.


Image Credit: Shutterstock.com

The Labour party led by Keir Starmer is projected to return to power in the UK but what economic challenges await him and why is the Pound so strong despite the changing of the guard. Shane Oliver, Chief Economist, AMP Capital gives us his perspective whilst weighing in when the Fed will start raising rates and by how much. Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://Shutterstock.com">Shutterstock.com</a>

What Economic Headaches Await UK's Keir Starmer

In 2022, roughly 460 Terawatt hours were consumed globally by data centers and that figure could double by 2026, equal to that of Japan’s entire electricity use. With utility companies standing to benefit significantly from datacenter electricity demand. Will Malaysian utility companies stand to benefit too? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia gives us his perspective.


Image Credit: fanjianhua / freepik.com

In 2022, roughly 460 Terawatt hours were consumed globally by data centers and that figure could double by 2026, equal to that of Japan’s entire electricity use. With utility companies standing to benefit significantly from datacenter electricity demand. Will Malaysian utility companies stand to benefit too? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia gives us his perspective. Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.freepik.com/author/fanjianhua">fanjianhua</a> / <a target="_blank" rel="noopener noreferrer nofollow" href="http://freepik.com">freepik.com</a>

Data Centres Powering Up Utility Companies 

Tesla and Nvidia are polar opposites amongst the Magnificent Seven with Nivida the tech darling but with both seeing price correction, is it time for a relook? Tony Nash, CEO, Complete Intelligence gives us his perspective whilst we also try to interpret the Fed Minutes as to when a rate cut will happen.



Image Credit: freepik.com

Tesla and Nvidia are polar opposites amongst the Magnificent Seven with Nivida the tech darling but with both seeing price correction, is it time for a relook? Tony Nash, CEO, Complete Intelligence gives us his perspective whilst we also try to interpret the Fed Minutes as to when a rate cut will happen.Image Credit: freepik.com

Bursa Malaysia, Time For Foreigners To Return

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