Have The Markets Overpriced a Phase 1 Deal?

Dodge Dorland, Chief Investment Officer, Landor Wealth Management

04-Dec-19 07:00

Have The Markets Overpriced a Phase 1 Deal?

Pause
Embed

Another day another development in the trade war, this time with President Trump suggesting that he is no rush to ink a deal. We get Dodge's thoughts on this, whether Apple still has room to run in the stock market as well as whether it's time to take some money off the table on the back of the market's performance so far this year. The Morning Run also gets into possible reactions to China's 'unreliable entities' list and whether Boeing looks like a better investment option as the US looks at expanding tariffs on EU products.

Presented by: Lyn Mak, Wong Shou Ning, Roshan Kanesan

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

Categories: Politics, Law and Legal Matters, Investments

Tags: Trump's Trade Tantrum, Apple, US Markets, Unreliable Entities, Boeing, Airbus, President Trump, Phase 1,

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

Pramod Anthe, Head of Institutional Equity Research at InCred Capital, discusses outlook of India's equities in 2026.

7:45 AM

Morning Brief

Independent Business Writer P. Gunasegaram weighs in on the High Court’s decision rejecting former Prime Minister Dato’ Sri Najib Razak’s bid for house arrest.

8:00 AM

The Breakfast Grille

We revisit conversations on the Breakfast Grille in the past year about global trade and tariffs.

8:30 AM

Morning Brief

Dato' Seri Wong Siew Hai, President of the Malaysia Semiconductor Industry Association (MSIA) gives us an outlook for the sector in 2026.

8:45 AM

Morning Brief

(REPEAT) Independent Business Writer P. Gunasegaram weighs in on the High Court’s decision rejecting former Prime Minister Dato’ Sri Najib Razak’s bid for house arrest.

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) Pramod Anthe, Head of Institutional Equity Research at InCred Capital, discusses outlook of India's equities in 2026.

9:35 AM

People, Planet, Profit

We replay the 18th November episode on boosting Malaysia’s climate and disaster resilience with Avtandil Mekudishvili of PlanRadar.

10:05 AM

Open For Business

11:00 AM

Marketing Mojo

1:00 PM

The Breakfast Grille Repeat

We revisit conversations on the Breakfast Grille in the past year about global trade and tariffs

2:05 PM

Discovery Hour

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

3:05 PM

Beyond the Ballot Box

In this Best of 2025 replay, we revisit a conversation with Professor Edmund Terence Gomez on corruption and Malaysia’s political–GLC complex.

4:05 PM

Health & Living

In this ‘Best of 2025’ replay, we speak to mental health advocates about how stigma continues to persist in our society.

5:00 PM

Top 5 at 5

A countdown of the 5 biggest stories of the day, to catch you up on all you need to know!

6:00 PM

Talkback Tuesday

PROGRAMMES