BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  2H2024 Strategy: Commodities, Defensive Stocks And Mega Tech

2H2024 Strategy: Commodities, Defensive Stocks And Mega Tech

Kingsley Jones, Chief Investment Officer, Jevons Global

01-Jul-24 07:00

2H2024 Strategy: Commodities, Defensive Stocks And Mega Tech

The S&P 500, Nasdaq and the Nikkei closed the first half of 2024 in double-digit positive territory.  Are US and Japan equities still the preferred markets for the second half of the year? We get views and strategy suggestions from Kingsley Jones of Jevons Global. 

Image Credit: Shutterstock.com

Produced by: Tun Hizami Hashim

Presented by: Keith Kam, Shazana Mokhtar


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

Categories:  marketseconomypoliticsinternational

Tags:  stock marketjapanese yenus presidential debatenikkeinasdaqs&p500





Play / Pause

Listen now : Morning Brief: Alfred Dy, Head of The Philippines Research, CLSA discusses the...

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

Tim Waterer of KCM Trade 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. Christine de Clercy of Trent University analyzes how Mark Carney’s leadership could reshape Canada’s political landscape, given his banking expertise and lack of political experience.

7:45 AM

Morning Brief

Alfred Dy, Head of The Philippines Research, CLSA discusses the outlook and opportunities to be had in the Filipino equities market.

8:00 AM

The Breakfast Grille

Rafiq Razali of Media Prima speaks about the firm’s strategies to circumvent the evaporating profits of legacy media.

8:30 AM

Morning Brief

Farlina Said of ISIS Malaysia unpacks Malaysia’s million-dollar deal with British chip giant, Arm Holdings.

8:45 AM

Morning Brief

Prof. Tricia Yeoh, Assoc Prof of Practice, from Uni of Nottingham Malaysia's School of Politics & Intl Relations joins us to share her analysis and outlook from the prospective partnership between Petros and Petronas.

9:00 AM

Opening Bell

(REPEAT) Tim Waterer of KCM Trade 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

We cover the latest news and views in the ESG space to help businesses thrive with impact.

10:05 AM

Open For Business

Sasha Tan, Founder and Principal Brand Strategist, The Brand Shaper

11:00 AM

Marketing Mojo

Ditching Jargons: How To Turn A LinkedIn Post Into A Career?

12:00 PM

Enterprise Explores

1:00 PM

The Breakfast Grille Repeat

Rafiq Razali of Media Prima speaks about the firm’s strategies to circumvent the evaporating profits of legacy media.

2:05 PM

Discovery Hour

3:05 PM

Beyond the Ballot Box

We speak to the APPGM on Racial and Religious Harmony about building a united Malaysia.

4:05 PM

Health & Living

What does a geriatrician do? We explore their role in an ageing population and why more doctors should pursue this specialisation.

5:00 PM

Top 5 at 5

6:00 PM

Talkback Tuesday

8:00 PM

Bar None