Is It Time To Bargain Hunt?

Vasu Menon, Vice President and Senior Investment Strategist, OCBC Bank Singapore

11-Jan-19 07:35

Pause
Embed

We speak to Vasu about global stocks today. The MSCI All-Country World Index is up about 8% since Christmas and the S&P 500 had its best 10-day performance in 10 years - what does this all indicate? We also speak to him about the FAANG stocks and the 2019 concerns with the tech sector. Previously, we've discussed China's economic slowdown and today we also get Vasu's two-cents on the matter and also what other options he thinks the PBOC has regarding the slowdown.

Presented by: Julian Ng, Khoo Hsu Chuang

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

Categories: Personal Finance, Investments, Financial Literacy, Business Analysis, Trends and Forecasts, Markets

Tags: China, FAANG, tech, global stocks, economic slowdown, trade talks, S&P 500, MSCI, PBOC,

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

Kingsley Jones, Chief Investment Officer, Jevons Global 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 Afzanizam Abdul Rashid, Chief Economist at Bank Muamalat discussing on Malaysia's economy outlook and its risks.

7:45 AM

Morning Brief

Nik Nazmi, MP for Setiawangsa provides insight into Maimunah Sharif's unexpected exit as KL Mayor.

8:00 AM

The Breakfast Grille

H.E. Daniela Ortega Menendez discusses Brazil’s growing ties with Southeast Asia, including Malaysia, COP30 in Belém and BRICS developments.

8:30 AM

Morning Brief

Prof. Dr. Lee Kuok Tiung of Universiti Malaysia Sabah weighs in on Sabah’s state election, where 596 candidates vie for 73 seats.

8:45 AM

Morning Brief

Trang Lê, Country Head of JLL Vietnam explains how Vietnam's land and housing rules are changing, just as Malaysian developers get more involved.

9:00 AM

Opening Bell

(REPEAT) Kingsley Jones, Chief Investment Officer, Jevons Global 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

Pinnacle Perspectives

Vo Thanh Tai and Patrick Gwyther of LexisNexis Risk Solutions discuss strategies for combating fraud and digital scams across the region.

10:05 AM

Open For Business

11:05 AM

P&L

12:00 PM

Enterprise Explores

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

Earth Matters

Discover how the Shorebirds Peninsular Malaysia Project is helping Malaysians see and protect overlooked shorebirds.

4:05 PM

Health & Living

What happens when your blood pressure spikes uncontrollably? How can you take better care of your health, without sacrificing the food you love? Tune in to find out.

5:00 PM

Top 5 at 5

6:00 PM

Today I Learned

7:00 PM

Just For Kicks

8:00 PM

A Bit of Culture

PROGRAMMES