China’s second quarter GDP growth slowed to 4.7%, the weakest in five quarters. Will efforts to boost high-tech manufacturing lead to stronger growth in the second half, and can any policy be expected from the ongoing Third Plenum? We get insights from Carlos Casanova of UBP.


Image Credit: Shutterstock.com

China’s second quarter GDP growth slowed to 4.7%, the weakest in five quarters. Will efforts to boost high-tech manufacturing lead to stronger growth in the second half, and can any policy be expected from the ongoing Third Plenum? We get insights from Carlos Casanova of UBP. Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://Shutterstock.com">Shutterstock.com</a>

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

What Not to Expect from China's Third Plenum

With US markets hitting another record high, we try to distinguish if this is the Trump effect or backed by more fundamental reasons. Michele Schneider, Chief Strategist at Market-Gauge, breaks it down for us whilst giving us her impression of China's GDP figures.



Image Credit: shutterstock.com

With US markets hitting another record high, we try to distinguish if this is the Trump effect or backed by more fundamental reasons. Michele Schneider, Chief Strategist at Market-Gauge, breaks it down for us whilst giving us her impression of China's GDP figures.Image Credit: shutterstock.com

Its Always Good To Take Some Profits

The construction sector has outperformed the broader market with the KL Construction Index up more than 50% on a year to date basis, beating the FBMKLCI return of 11%. We ask  Loong Chee Wei, Head of Research for Affin Hwang Investment Bank Bhd if there are still legs to this rally and what are the companies that will benefit from the raft of new projects.



Image Credit: shutterstock.com

The construction sector has outperformed the broader market with the KL Construction Index up more than 50% on a year to date basis, beating the FBMKLCI return of 11%. We ask&nbsp; Loong Chee Wei, Head of Research for Affin Hwang Investment Bank Bhd&nbsp;if there are still legs to this rally and what are the companies that will benefit from the raft of new projects.Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://shutterstock.com">shutterstock.com</a>

The Construction Sector Rally Is Still Building Up

There are signs that the US equity rally is broadening out to other sectors. Is this time to sell tech and rotate into the laggards? Peter Lim, Founder & Chief Research Officer, Trident Analytics Sdn Bhd gives us his perspective whilst also weighing in on China's market performance.

Image Credit: Shutterstock.com

There are signs that the US equity rally is broadening out to other sectors. Is this time to sell tech and rotate into the laggards?&nbsp;Peter Lim, Founder &amp; Chief Research Officer, Trident Analytics Sdn Bhd gives us his perspective whilst also weighing in on China's market performance. Image Credit: Shutterstock.com

What Not to Expect from China's Third Plenum

In 1 playlist(s)

Market Watch

Social links

Follow podcast

Recent clips