Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank expresses cautious optimism as we express market exuberance over the US-China agreement to lower tariffs for 90 days. Does he share the same level of optimism on the current trade war ceasefire between China and US?



Image Credit: Shutterstock.com 

Vishnu Varathan, Head of Economics &amp; Strategy, Mizuho Bank expresses cautious optimism as we express market exuberance over the US-China agreement to lower tariffs for 90 days. Does he share the same level of optimism on the current trade war ceasefire between China and US?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

Opportunism Bounds, Optimism Creeps

As the conflict in Iran pushes oil prices above USD100, we’ve seen the ringgit remaining resilient compared to regional peers like South Korea, where the won has crashed to a record low. Which currencies will we see emerging as the winners and losers in the coming weeks and months? We discuss this with Stephen Chiu, Chief Asia FX and Rates Strategist, Bloomberg Intelligence.

As the conflict in Iran pushes oil prices above USD100, we’ve seen the ringgit remaining resilient compared to regional peers like South Korea, where the won has crashed to a record low. Which currencies will we see emerging as the winners and losers in the coming weeks and months? We discuss this with Stephen Chiu, Chief Asia FX and Rates Strategist, Bloomberg Intelligence.

Ringgit Maintains Momentum in 2026

Day 20 into the United States-Israel war on Iran, Brent crude oil futures have again surged to almost USD110 a barrel, the greenback has registered more gains. However, the ringgit is also at its strongest in 5 years against the Singapore dollar. Vishnu Varathan of Mizuho Bank shares his insights into the latest market movements.

Day 20 into the United States-Israel war on Iran, Brent crude oil futures have again surged to almost USD110 a barrel, the greenback has registered more gains. However, the ringgit is also at its strongest in 5 years against the Singapore dollar. Vishnu Varathan of Mizuho Bank shares his insights into the latest market movements.

West Asia War, Impact On Currencies

Oil prices continue to be in the forefront of investors’ minds as Brent crude oil price hovers around the USD100 level. How does this impact the outlook for the US economy and what's the allocation strategy to consider? We discuss this with independent market analyst Laurent Lequeu.

Oil prices continue to be in the forefront of investors’ minds as Brent crude oil price hovers around the USD100 level. How does this impact the outlook for the US economy and what's the allocation strategy to consider? We discuss this with independent market analyst Laurent Lequeu.

Opportunism Bounds, Optimism Creeps

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