The first trading day of September in the US was the worst since August 5, partly spooked by the ISM manufacturing data that missed forecasts. How are markets factoring expectations for September rate cuts by the Federal Reserve? We get analysis from Vishnu Varathan of Mizuho Bank.


Image Credit: Shutterstock

The first trading day of September in the US was the worst since August 5, partly spooked by the ISM manufacturing data that missed forecasts. How are markets factoring expectations for September rate cuts by the Federal Reserve? We get analysis from Vishnu Varathan of Mizuho Bank. Image Credit: Shutterstock

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

Is The Fed Behind The Curve With Rate Cuts?

China’s national development and reform commission announced a series of fiscal measures but do they go far enough to resolve some of the structural issues the country faces? Carlos Casanova, Senior Economist at UBP give us his perspective whilst we also discuss the Yen which has been volatile of late.



Image Credit: shutterstock.com

China’s national development and reform commission announced a series of fiscal measures but do they go far enough to resolve some of the structural issues the country faces? Carlos Casanova, Senior Economist at UBP give us his perspective whilst we also discuss the Yen which has been volatile of late.Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://shutterstock.com">shutterstock.com</a>

Waking Up China With Stimulus

The FTSE ASEAN 40 index is up by over 11% YTD but the bloc have not performed uniformly well with Indonesia and Thailand the laggards while Philippines, Malaysia and Singapore were the outperformers. We ask Khoo Hsien Liang, Senior Portfolio Manager, AHAM Capital for which markets will continue to outperform and why.



Image Credit: shutterstock.com

The FTSE ASEAN 40 index is up by over 11% YTD but the bloc have not performed uniformly well with Indonesia and Thailand the laggards while Philippines, Malaysia and Singapore were the outperformers. We ask Khoo Hsien Liang, Senior Portfolio Manager, AHAM Capital for which markets will continue to outperform and why.Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://shutterstock.com">shutterstock.com</a>

ASEAN Equities: Who Is Leading The Way? 

Chinese equities markets reopen after the Golden Week Holiday. If the performance of the Hang Seng Index is an indicator of what is to come, will Chinese markets rally further? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective whilst we also ask what we can expect on the upcoming US result season.

Image Credit: Shutterstock.com

Chinese equities markets reopen after the Golden Week Holiday. If the performance of the Hang Seng Index is an indicator of what is to come, will Chinese markets rally further? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective whilst we also ask what we can expect on the upcoming US result season. Image Credit: Shutterstock.com

Is The Fed Behind The Curve With Rate Cuts?

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