BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Reassessing Portfolio Allocations Amid Geopolitical Tensions

Reassessing Portfolio Allocations Amid Geopolitical Tensions

Laurent Lequeu, Independent Market Analyst and Writer, Macro Butler Newsletter

02-Oct-24 07:00

Reassessing Portfolio Allocations Amid Geopolitical Tensions

Developments overnight saw Iran launching missiles into Israel, increasing the temperature of what is happening in an already tense Middle East. China is off for the week for the Golden Week Holidays. Laurent Lequeu, an independent market analyst and writer at the Macro Butler Newsletter, shares his views on what he expects markets to look like and how to reposition your portfolio.


Image Credit: Shutterstock.com

Produced by: Jake Lim

Presented by: Wong Shou Ning, Keith Kam, Shazana Mokhtar


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

Categories:  marketsinternationaleconomy

Tags:  marketsgeopolitical tensions





Play / Pause

Listen now : BFM 89.9 -- The Business Station

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 Sonia Mycak, Research Fellow, ANU Centre for European Studies discusses the Ukraine-Russia peace plan.

7:45 AM

Morning Brief

Pankaj Kumar, Managing Director of Datametrics Research & Information Centre, talks about the SC’s proposed overhaul of Malaysia’s Main and ACE Market listing rules.

8:00 AM

The Breakfast Grille

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

8:30 AM

Morning Brief

Dr. Renard Siew, Climate Change and Sustainability Expert discusses the outcomes of COP30.

8:45 AM

Morning Brief

Dato’ Dr. Ahmad Faizal Mohd Perdaus, President of Mercy Malaysia, talks to us about the ongoing flooding throughout Malaysia.

9:00 AM

Opening Bell

(REPEAT) 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

Kevin Lee, CGS International’s Group Head of Sustainability discusses the benefits, challenges, and potential of nuclear energy in Malaysia.

10:05 AM

Open For Business

Diana Kam, Chief Executive Officer, Asia Pacific, Venturebeam

11:00 AM

Marketing Mojo

12:00 PM

Enterprise Explores

Mike Way, Head Coach, Harvard University’s Squash Programme, and Bharati Suresh Chand, Founder, Global Edge Pharma & Global Edge Consultancy

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

With the 2025 Sabah state elections just around the corner, Tindak Malaysia shares insights drawn from decades of electoral patterns and constituency shifts.

4:05 PM

Health & Living

From holding racquets to lifting weights, we explore how exercise can lead to hand and wrist injuries and what can be done to prevent them.

5:00 PM

Top 5 at 5

6:00 PM

Talkback Tuesday