Equities Dimming In The Land Of The Rising Sun

Andrew Jackson, Head of Equity Strategy, Ortus Advisors, Ortus Advisors

21-Apr-25 09:15

Equities Dimming In The Land Of The Rising Sun

Pause
Embed

The Nikkei 225 is down more than 13% on a year to date basis, after two good consecutive years of outperformance. Andrew Jackson, Head of Equity Strategy, Ortus Advisors tells us what investment strategy to adopt and the buy ideas to consider.

Image Credit: Shutterstock.com

Produced by: Wong Shou Ning

Presented by: Philip See, Shazana Mokhtar, Wong Shou Ning

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

Categories: markets, economy, international, government, politics, investments

Tags: japan equity markets, investing strategy, tariffs,

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

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management 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

Dr Malcolm David of the Australia Strategic Policy Institute discusses takeaways from the Shangri-La dialogue.

7:45 AM

Morning Brief

Adib Zalkapli of Viewfinder Global Affairs shares insights on Tengku Datuk Seri Utama Zafrul Tengku Abdul Aziz’s switch from UMNO to PKR and its impact on Malaysia’s politics.

8:00 AM

The Breakfast Grille

Hoe Kian Choon, CEO of CUCKOO International, shares insights on the company’s IPO, growth plans, and market outlook ahead of its largest Bursa Malaysia Main Market listing in seven months this June.

8:30 AM

Morning Brief

We speak to Ariff Adi Putera Anwar of the Institute for Development Studies on what Sabahans truly think of the federal government and the upcoming state elections.

8:45 AM

Morning Brief

(REPEAT) We dive into the local and international news that matters to you.

9:00 AM

Opening Bell

(REPEAT) World Market Watch: Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management 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

Dhana Raj Markandu, ISIS Malaysia, discusses developments on the ASEAN Power Grid.

10:05 AM

Open For Business

Jean Tan, Co-Founder and Chief Ecosystem Officer of Atoz Carbon Cycle Platform explains how microalgae can do more than capture carbon, help crops grow better, improve soil health and support the food chain – all through one integrated system.

11:00 AM

Marketing Mojo

Rita Silva, Senior Manager of Scientific Communications and Brand Engagement at DECIEM, discusses the science behind skincare innovation, why beauty pricing is often misleading, and how The Ordinary is challenging industry norms.

12:00 PM

Enterprise Explores

In today’s conversation, we’re exploring the decline in consumer confidence and global reputation of the United States with Ganesan Periakarruppan, Principal at Ipsos Strategy3 Malaysia.

1:00 PM

The Breakfast Grille Repeat

Hoe Kian Choon, Chief Executive Officer, CUCKOO Malaysia.

2:05 PM

Discovery Hour

We go behind the scenes of our health system, to explore the various components that make it work effectively.

3:05 PM

Beyond the Ballot Box

tbc

4:05 PM

Health & Living

We look at the kinds of trouble that people get into when they dive into a new sport without proper preparation.

5:00 PM

Top 5 at 5

6:00 PM

Talkback Tuesday

8:00 PM

BBC World Service

PROGRAMMES