Although US earnings season has been generally been positive, corporate guidance has been more conservative. Tony Nash, CEO, Complete Intelligence tells us what this means for equity returns. We also try and dissect EV stocks to discern if there is value even amongst the Chinese auto players.



Image Credit: Shutterstock.com

Although US earnings season has been generally been positive, corporate guidance has been more conservative. Tony Nash, CEO, Complete Intelligence tells us what this means for equity returns. We also try and dissect EV stocks to discern if there is value even amongst the Chinese auto players.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

Muted Guidance Points To A Slowdown In US Earnings

Why have markets reacted positively to the hawkish tone of the Federal Reserve? How will Elon Musk's approved $56 billion pay package impact the share price of Tesla? We discuss this and more with Tim Mulholland of TJM Limited.


Image Credit: shutterstock.com

Why have markets reacted positively to the hawkish tone of the Federal Reserve? How will Elon Musk's approved $56 billion pay package impact the share price of Tesla? We discuss this and more with Tim Mulholland of TJM Limited. Image Credit: shutterstock.com

Shareholders Back Musk Pay Package

Prime Minister Datuk Seri Anwar Ibrahim has revealed that Malaysia has approved approximately RM115 billion worth of investments in data centres and cloud services. This is part of the country’s push to be a sustainable Artificial Intelligence Data Centre destination in South East Asia. We speak to Adam Mohamed Rahim, Equity Research Analyst, RHB Research for which contractors will stand to benefit from this trend.



Image Credit: freepik.com 

Prime Minister Datuk Seri Anwar Ibrahim has revealed that Malaysia has approved approximately RM115 billion worth of investments in data centres and cloud services. This is part of the country’s push to be a sustainable Artificial Intelligence Data Centre destination in South East Asia. We speak to Adam Mohamed Rahim, Equity Research Analyst, RHB Research for which contractors will stand to benefit from this trend.Image Credit: freepik.com

Data Centres, A Game Changer For Malaysian Contractors 

It was a big day of data releases, with May's Consumer Price Index (CPI) followed by the Federal Reserve holding rates flat albeit signalling one rate cut this year. We unpack the implications of this with Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank and the timing of this cut considering the November US elections.



Image Credit: stockgiu / freepik.com

It was a big day of data releases, with May's Consumer Price Index (CPI) followed by the Federal Reserve holding rates flat albeit signalling one rate cut this year. We unpack the implications of this with Vishnu Varathan, Head of Economics &amp; Strategy, Mizuho Bank and the timing of this cut considering the November US elections.Image Credit: stockgiu / <a target="_blank" rel="noopener noreferrer nofollow" href="http://freepik.com">freepik.com</a>

Muted Guidance Points To A Slowdown In US Earnings

In 1 playlist(s)

Market Watch

Social links

Follow podcast

Recent clips