Market Watch
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Podcast Overview
<p>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.</p>
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Publishing Since
1/1/1970
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Recent Episodes
July 19, 2026
Markets in the Red : War and an AI Sell-off
<p>The past week saw equities slump as the US-Iran war escalated and investors sold of tech and AI stocks. Laurent Lequeu, Independent Market Analyst & Writer at the Macro Butler Newsletter, shares his insights into equity markets as well as commodities in the weeks ahead.<br><br>Image Credit: Shutterstock</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
July 16, 2026
Cement And Aluminium: The Unsexy Backbone Of The Build-Out
<p>AI and data centres may grab the headlines, but someone has to supply the concrete and metal to build them. RHB Investment Bank has an Overweight call on Malaysia's basic materials sector, with top picks Press Metal and Malayan Cement offering an estimated 25–37% upside. Equity analyst Iftaar Rusli walks us through how a 4% stronger ringgit cuts both ways for producers, why Indonesia's coal regulations matter for Malayan Cement's margins, and whether post-war reconstruction in the Middle East could be the sector's next big order book.<br><br>Image Credit: Shutterstock</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
July 16, 2026
Earnings, AI & Geopolitical Risks
<p>What can we expect from Wall Street's earnings season to AI-driven chip stocks, oil prices and US interest rates expectations? Tim Waterer of KCM Trade breaks down the key themes shaping global markets and what investors should be watching next.<br><br>Image Credit: Shutterstock</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
5,958 total episodes available
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Frequently asked questions
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- What is Market Watch?
<p>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.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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