BFM 89.9

HIGHLIGHTS 
Podcast  >  Caijin  >  财今股视  >  税后新格局,基金经理减持马股,增持美股、中港股?

税后新格局,基金经理减持马股,增持美股、中港股?

29-Jul-25 19:00

税后新格局,基金经理减持马股,增持美股、中港股?

对等关税陆续开奖,我国也和美国紧锣密鼓磋商,这一期「财今股视」,我们请来了基金经理和我们谈: · 8月1日对等关税大限逼近,在这之后我们该如何布局,避免“解放日”被血洗的惨剧? · 美国对多国课重税,我国的税率也微升1%,为何马股表现平平,美股却气势如虹? · 马股、美股、中港股之外,还有什么市场能让我们“捡便宜”?

照片取自:mitrade/com

Produced by: 余伟建

Presented by: 余伟建


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:  news

Tags:  tariffsus-china-tradestock-market-analysismalaysia-stocks





Play / Pause

Listen now : Marketing Mojo: Mimrah Mahmood, Vice President, Enterprise, Asia Pacific, Meltwater [Repeat]

Today’s Shows



6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Catherine Lim, Bloomberg Intelligence gives us an update on Chinese consumer sentiment.

7:45 AM

Morning Brief

Prof. Dr. Ong Kian Ming, former MITI Deputy Minister discusses the RCEP Summit and US-Malaysia trade deal.

8:00 AM

The Breakfast Grille

Mark Carney, Prime Minister of Canada speaks at the ASEAN Business and Investment Summit about Canada’s ties with ASEAN.

8:30 AM

Morning Brief

Dr Syaza Shukri of IIUM discusses the rising tension in Bersatu as dissatisfaction with Tan Sri Muhyiddin Yassin’s leadership grows.

8:45 AM

Morning Brief

Angeline Tan, analyst at ISIS Malaysia discusses US-China trade tensions and talks.

9:00 AM

Opening Bell

(REPEAT) Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter tells us where international markets are heading.

9:15 AM

Opening Bell

(REPEAT) We take a look at the FBM KLCI as well as regional capital markets.

9:35 AM

People, Planet, Profit

Datuk Muhamad Guntor Mansor Tobeng of Gading Kencana discusses the progress and gaps in implementing National Energy Transition Roadmap (NETR).

10:05 AM

Open For Business

Alvin Andrew, CEO &Founder, FUBIZO

11:00 AM

Marketing Mojo

Mimrah Mahmood, Vice President, Enterprise, Asia Pacific, Meltwater [Repeat]

12:00 PM

Enterprise Explores

Dr Carmelo Ferlito, CEO, Center for Market Education & Dr. Veerinderjeet Singh, Senior Advisor on Tax Policy, KPMG Malaysia

1:00 PM

The Breakfast Grille Repeat

Our flagship show, we feature both game-changers and groundbreakers in the hot seat.

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Beyond the Ballot Box

4:05 PM

Health & Living

5:00 PM

Top 5 at 5

6:00 PM

Talkback Tuesday

8:00 PM

BBC World Service