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

Carlos Casanova, Senior Economist, UBP, 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

Gary Ng of Natixis Corporate & Investment Banking joins us to unpack China's Q2 economic figures, including its GDP growth rate.

7:45 AM

Morning Brief

Farlina Said, Senior Analyst at ISIS Malaysia discusses the latest export regulations for US-origin high-performance AI chips

8:00 AM

The Breakfast Grille

Kamalam Kurup Krishnan of ASM Automation Group shares the group’s purpose for listing and whether investors should buy its stock.

8:30 AM

Morning Brief

Dr Alexey Muraviev of Curtin University discusses what Trump’s 50-day tariff threat and NATO arms plan could mean for the war.

8:45 AM

Morning Brief

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

9:00 AM

Opening Bell

(REPEAT) Carlos Casanova, Senior Economist, UBP, 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

The Property Show

Adrianta Aziz of the Malaysian Institute of Architects (PAM) discusses what defines sustainable architecture.

10:05 AM

Open For Business

Shieldbase AI CEO Diego Rojas on how their unified platform helps enterprises tame 'AI chaos' and securely manage their entire AI stack.

11:00 AM

The Workplace

Why is succession planning a board's duty, not just an HR task? ICDM's Michele Kythe Lim and Tunku Alizakri discuss building a leadership pipeline.

12:00 PM

Enterprise Explores

1:00 PM

The Breakfast Grille

Kamalam Kurup Krishnan of ASM Automation Group shares the group’s purpose for listing and whether investors should buy its stock.

2:05 PM

Discovery Hour

3:05 PM

Earth Matters

A proposed mega reclamation in Melaka promises growth, but at what cost? We speak to two experts about the ecological and community risks at stake.

4:05 PM

Health & Living

“Core” vs “abs” - what’s the difference? We get the expert to explain why it’s important to have good core strength to be fit.

5:00 PM

Top 5 at 5

6:00 PM

Good Things

Want to do your part for Mother Nature but don’t know where to start? Listen to learn how a group of young people are empowering their peers to stand up and do what’s right through their mentorship programme.

7:00 PM

Made in Malaysia

We talk about where the pensol comes from, its significance and what it means for cultural expression.

8:00 PM

Cruise Control

Fancy a used Mini Cooper? Make sure you pick the right one. Daniel Fernandez will guide you on which one to pick.

PROGRAMMES