Market Watch (BFM Media)

Carlos Casanova, Senior Economist at UBP, discusses risk appetite for Asian assets, as the Biden administration takes over the White House.

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As the year comes to an end, we take a look the best performing currencies in the Emerging Markets, as well as a 'duck' theme that Vishnu had in his latest report. Looking forward, Vishnu expects all economies in Asia but China to show a pick-up in growth in 2020 and 2021. What’s going to hold back the Chinese economy next year? Other than that, we also get into regional risk factors going forward and how this might affect Asian central banking and policy.

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Baidu’s share price rose on news that China's government approved its A.I model for the first time. Tina Teng, Markets Analyst at CMC Markets weighs in on if there are other AI opportunities in that market and if it's more hype than substance.

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Following the decision to exempt some US goods from further tariffs announced last year, we speak to Tim Mulholland, President of TJM Limited, Chicago, about whether this is a peace offering from Beijing, potential stimulus measures, and the OPEC announcement's effect on oil.

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The Hang Seng Index has underperformed other North Asian markets despite earlier optimism over the reopening of China. We speak to Peter Lewis, Founder and Director of Peter Lewis Consulting (China) Limited as to the reasons for this and why it pays to still keep an eye on this market.

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Japan heads to the polls on 27 October with early polls suggesting that LDP might lose their current majority. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank if that has any impact on the yen and the economy whilst also understanding the reason for the rate cut by the Bank of Thailand.

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India's broader stock market index Nifty 50 has risen by 18% from its YTD lows in June after being sold down for the earlier part of the year. Pramod Amthe, Head of Equity Research at Incred CGS CIMB, India tells us what the investment opportunities are and also if government policy has been pro-market.

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Global equity markets and also in the US are off to a great start in 2023. This was partly driven by the more modest US CPI print for December. But should investors exercise caution especially when earnings season has kicked off. A key a concern would be declining profit margins which may lead to compression of valuation multiples. For insights, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global.

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With talk that the Federal Reserve potentially cutting rates in 2023, what does this mean for Bank Negara's monetary normalisation program? We speak to Jesse Liew, Chief Investment Officer, Fixed Income ASEAN at Principal Southeast Asia for answer and what does this mean for the Malaysian bond market.

This Market Commentary is brought to you by Principal Asset Management

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2023 has been a volatile year for equity markets but will it pay to stay invested? Peter Lim, Chief Research Officer at Trident Analytics gives us his views whilst telling us which sectors will outperform on Bursa Malaysia.

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The earnings season of the Magnificent Seven has started with a tale of two halves. Alphabet doing better than expected while Tesla disappointed. We ask Jack Kouzi, Director for Strategy, VFS Group as to how to interpret these contrasting set of results and what does this mean for the sector overall.

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According to the Construction Industry Development Board (CIDB), total project awards rebounded 9% YoY to RM95.7 billion in 2021. So will 2022 be a better year for the construction sector? We ask Loong Chee Wei, Senior Associate Director at Affin Hwang Investment Bank Bhd.

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US markets remained volatile but is it time to look at markets? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management gives us his views as to what sectors to buy and avoid.

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Han Tan, Market Analyst with FXTM gives us an explanation of the recent Bank Negara Overnight Policy Rate decision while weighing in whether we might see more cuts before year end. We also ask him why the correlation between gold and equities has been disrupted as both asset classes have risen as the precious metal soars to USD1800 per oz.

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Instacart debut on the Nasdaq with their shares popped 40% to open at 42 dollars. Jack Kouzi, Director for Strategy at VFS Group tells us the prospects of these IPOs, and expectations from Fed meeting this week.

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After increasing rates by another 25 basis points this week, Federal Reserve chair Jerome Powell disclosed that the US central bank does not believe a recession is imminent this year. This means the past rate hikes have been effective despite inflation still above the 2% target. Tim Mulholland, President of TJM Limited, Chicago breaks down the reaction so far from equities to commodities and the factors behind it.

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Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management reminds us what are the risks to pay attention to when it comes to markets and the importance of ignoring the noise. He also gives us his view on where oil prices are heading and why.

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Share price gains for the Malaysian automotive sector have been decent in 2022 with most stocks showing gains led by Bermaz Auto which was up 35%. This is on the back of strong TIV sales for 11M22 which rose 45% yoy to 642,306 units underpinned by healthy backlog orders received prior to the sales and service tax (SST) holiday expiry on 30 June 2022. However, with a looming global recession and higher interest rates moving in 2023 coupled with the expiry of the SST holiday, how will the sector perform in 2023? For insights, we speak to Jim Lim Equity Analyst at RHB Investment Bank.

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Alexander Chia, Regional Head of Research at RHB Bank tells us which sectors and stocks to consider in anticipation of borders reopening. Also on how investors should move on the back of the release of latest GDP numbers last Friday. Image credit: Shutterstock.com

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Kingsley Jones, Chief Investment Officer, Jevons Global shares with us why US markets remained resilient despite high U.S jobs numbers. And as Australian Funds are pivoting from traditional sectors like banking and infrastructure into new ones like rare earths, where there is a choice between Explorers and Developers, we ask him on the difference between the two and his preference.

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The antitrust crackdown on Chinese tech giants has driven a massive sell-off. Are investors seeing this as a buying opportunity, or are they cautious of a falling knife situation? The Morning Run finds out from Jack Kouzi, Director of Strategy at VFS Group, who also weighs in on possible takeovers by US tech firms, and whether we are on the cusp of a super bull cycle.

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On the back of an emerging bull run in Asia and the US, we reach out to Tony Nash, CEO of Complete Intelligence, for his thoughts on whether or not this momentum can be maintained, oil prices, as well as the ECB's bond purchase programme.

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Malaysian equity markets have been impacted by the glove sector in 2021 but will 2022 see better performance for the FBMKLCI? Alexander Chia, Regional Head of Research at RHB Investment Bank tells us how to position our portfolio for the new year and what his top picks are.

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Jack Kouzi, Director of Strategy of VFS Group tells us what to expect from US equity markets after a very good run in 2019 and whether there will be phase 2 of a trade deal after phase 1 has been signed between US and China. He also weighed in that US economy remains in very good shape at least for the 1st quarter of 2020 with strong job data and consumption.

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Has China's reaction to the Ant IPO dented ambitions to compete with Wall Street?

The Morning Run speaks to Vishnu about this as well as his thoughts on:

- how the market is reacting to the close election,

- what to expect from the Fed rates,

- whether Singapore's manufacturing recovery is sustainable,

- and the geopolitics of OPEC+ and its impact on oil production.

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Carlos Casanova, Chief Asian Economist with Coface, reminds us that the sales tax hike coming this October might push Japan into recession like it did 5 years ago but ironically help the government to achieve its inflation target. He also tells us that China needs to do more to stimulate the economy via both monetary and fiscal policies but in a targeted manner to avoid any bubble.

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With better than expected job numbers, will the data dependent Federal Reserve change their dovish tilt? We speak to Kingsley Jones, Chief Investment Officer of Jevons Global for his take and thoughts on how markets could react.

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US markets rallied for the 2nd day on the back of good corporate results but is this just a dead cat bounce? Kingsley Jones, Chief Investment Officer at Jevons Global tells us whilst diving into the strength of the US Dollar.

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The Yen has weakened dramatically, hitting a 20-year low against the dollar. The last time the Bank of Japan intervened to support the Yen was in 1998 but how likely is the Japanese Central Bank to step in this time? Song Seng Wun, economist with CIMB Private Banking shares his analysis with us. Image credit: Shutterstock.com

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ASEAN was the laggard market in Asia, with Thailand, Malaysia and Singapore dragging the performance for the region compared to the likes of Japan and Korea. However will 2024 be a different story?  Andrew San, Head of ASEAN Equities, Amundi Malaysia gives us his outlook for regional equities.

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Vietnam is one of the rising star economies in Southeast Asia, with GDP growth projected between 5 to 6% this year. Its stock market has also outperformed the broader region, with returns up 14% on a year to date basis. However what do we know about their growing middle class? Lance Noble, Head of China Reality Research at CLSA tells us on the back of their recently released report and how they will contribute to the country’s growth story.

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Crude Palm Oil prices have rallied over the past 6 months, currently trading 6% higher on a year-to-date basis. However is there still upside to this critical edible oil and does this translate to better earnings for the listed planters? Hoe Lee Leng, Head of Regional Plantations, RHB Investment Bank gives her perspective whilst telling us her top picks for sector.

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What will the end of 2020 bring for the markets? Jeffrey Halley, Senior Market Analyst at OANDA, is optimistic about the overall trend that we will see in the Asian region, in oil prices, as well as in the performance of US equities, as the countdown to 2021 begins.

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US equities have hit record highs in recent days in anticipation of the signing of the Phase 1 trade deal, the Bank of England maintained interest rates 0.75%, but hinted at the possibility of rate cuts in the new year as Andrew Bailey has been named as Mark Carney's replacement to run the bank. Also, oil is ending the year on a high-note, with markets showing some bullishness for the year ahead, but are the risk factors to consider going ahead?

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At this stage of the market cycle, what is the best asset allocation? Kingsley Jones, Chief Investment Officer at Jevons Global tells us his preference between growth and cyclicals whilst weighing in on why the Australian equity market is a laggard compared to the US markets.

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Last month, Singapore's stock exchange saw its strongest performance in over a decade, on positive developments in the search for a Covid-19 vaccine. We speak to Geoff Howie, Market Strategist at the Singapore Exchange, about whether the easy money has already been made in Singapore's financial sector, the future of REITs, as well as whether we can continue to bank on this market rally.

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With China reopening its borders fully, what are the implications to its economy and to Hong Kong? These are questions we pose to Carlos Casanova, Senior Economist, UBP. We also ask if the era of King Dollar is over.

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As the 2 year US Treasury yield inverts against the 30 year, is this pointing towards a recession? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us how to position for that. Image credit: Unsplash.com

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Last year alone, approximately 14 million electric cars were sold, with BYD and Tesla fighting for the top spot in the sector. But even with price cuts, the overall market has dwindled. Ray Kwok, Director , CGS International Securities Hong Kong shares with us the future of the market and who might come to dominate.

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The meme stock rally is back, Tesla's shares took a hit, and oil and energy are on the rise. On top of that CNBC has reported that billionaire investor Bill Ackman’s SPAC is nearing a $40 billion deal to take Universal Music Group public. Tim Mulholland, President at TJM Limited, gets into all this on this edition of BFM's World Market Watch.

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Cathie Wood’s Ark Innovation fund has almost completely divested all exposure to China. We ask Jack Kouzi, Director for Strategy at VFS Group if he is following Cathie's footsteps especially in the tech space. We also ask him his first impressions of results from Alphabet and Microsoft.

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Despite the rise in Covid-19 cases in the US, US indexes charted a stellar run, rising almost 5% across the board. We speak to Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, to get his take on the seemingly contradictory performance, as well as his thoughts on Fed Chair Jerome Powell’s recent statement.

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The Bank of Japan took market by surprise with a shift to their monetary policy. What does this mean for the Yen?

Tony Nash, CEO of Complete Intelligence gives us his views whilst weighing in on the Fed fund rate after the slew of recent economic data.

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Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells what to expect after the phase one US-China trade deal, should we worry that US jobs growth in December was below expectations, his earnings outlook, and his concerns about UK’s economy.

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With US inflation accelerating, expectations for a more aggressive tapering program and higher rates earlier than expected are in the offing -- something which Carlos Casanova, Senior Economist, UBP, thinks might be a bad idea. Image credit: Unsplash.com

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In a year with more than 80 elections due to take place, have markets priced in the political risk. Laurent Lequeue, Independent Market Analyst gives us his answer whilst we delve into when the Fed will start cutting rates considering the spate of weak US economic data.

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All eyes will be on the US jobs report coming out on Friday. What are the expectations for unemployment data and what this means for the Fed's next moves? Tim Mulholland of TJM Limited gives us his take and discusses other trends moving markets.

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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.

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On this morning's Market Watch, we speak to Joe Quinlan, Chief Market Strategist at US Trust-Bank of America Private Wealth Management, about the effect that rising US-China tensions would have on the global economy, oil supply cuts, and the recovery in bond markets.

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Oil has been rising, while gold prices have been cooling, but where will these commodities go in 2020? OPEC+ looks like it will maintain existing supply and a Phase 1 deal has been agreed, will this be enough to support oil prices? And with this possible lower volatility, will gold continue to lose its shine amongst investors? We speak to Howie about these and more as we look forward to 2020.

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With macroeconomic data pointing to a slower economy in the US, is the Fed Fund terminal rate near? Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank gives us his views whist telling us the repercussions of rising oil prices on global growth.

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The Bursa Malaysia Construction Index has surged more than 50% over the past year, outperforming the benchmark FBM KLCI. Can the construction sector sustain this rally, and what are the potential headwinds that could derail its upward trajectory? For more insights, we speak with Adam Mohamed Rahim, Equity Research Analyst at RHB Research.

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With borders reopening and removal of almost all covid restrictions, what has the impact been on the gaming sector. Yin Shao Yang, Associate Director of Maybank Investment Bank gives us his call on the sector and top picks.

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OPEC + chose to maintain their oil supply cuts for the first half of the year, which means that roughly two million barrels a day of output cuts will remain in place until the end of June. This has pushed prices to USD90bbl. Kong Ho Meng, Senior Analyst at Uob Kay Hian Research tells us if these prices are sustainable and what impact it has on the domestic players.

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The trade wars between the US, China and the Eurozone seem to be gaining momentum. Tony Nash, CEO, Complete Intelligence, offers some insights, while also discussing European industrial activity.

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Alibaba's HK listing and the protests renting the city state asunder are among prime catalysts for markets this week. Tony Nash, CEO of Complete Intelligence, discusses.

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The Hong Kong equities market has been in the doldrums as its fortunes are tied closely to China. Worries over policy uncertainty, the unfolding Evergrande saga and slowing economic growth have been the main risks to the market. But is 2022 the year to relook at the equity market?

Tham Mun Hon, Head of Greater China Research at UOB Kay Hian gives us his investment outlook and top picks for the market.

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Carlos Casanova gives us an excellent roundup of markets in the US, oil price developments, China's manufacturing and his assessment of Malaysia's growth forecast.

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Critical CPI figures will be released this week and all eyes will be on that as it gives clues on how hawkish the Federal Reserve will be. Carlos Casanova, Senior Economist at UBP gives us his forecast of the terminal rate and is it too soon to even think of rate cuts.

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Fed minutes reveal that inflation is still a concern which suggests that rate hikes will continue while ratings agency Fitch is sounding the warning bell on 1st tier banks. Tony Nash, CEO of Complete Intelligence tells us what the repercussion of this are.

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Asean and Chinese central bankers have responded to the Wuhan Coronavirus by cutting rates and pumping money into the system. But will other major central bankers respond too? Carlos Casanova, Chief Asia Economist with Coface in Hong Kong tell us that they may spring into action if the global economy weakens. He also warns that currently the Chinese government is forecasting slower growth but that is only for 1st quarter 2020.

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US Big Tech have reported their financials with a mixed bag of results. Valuations remain lofty, so are there other buying opportunities? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management tells us that answer, whilst weighing in on Indian equities which had a very good run in 2023.

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The US has labelled Switzerland and Vietnam 'currency manipulators', and kept China on its watch list (much like Malaysia). We ask Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank, for his thoughts on that, US equities, the Bank of Japan, and more.

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The US economy’s fourth-quarter growth beat forecasts with GDP increasing 3.3% on an annualised basis. This means for all of 2023, the economy expanded 2.5%. Tim Mulholland, President at TJM Limited, Chicago, helps us analyse what this means for future action from the US Federal Reserve as underlying inflation also rose 2% for a second straight quarter, in line with its own target.

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Markets are expected to remain volatile as there is no certainty as to the Fed fund rate path. We ask Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management what is the investment strategy to adopt in light of this and if Japan equities remain an opportunity despite the appreciation of the Yen.

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The latest economic data from China that was released yesterday showed that both consumer and industrial sectors are contracting. But what does this mean for the Chinese economy and how should investors strategize moving forward? Meanwhile, in the US, would a soft landing be reached or would a recession take place? Joe Quinlan, Chief Market Strategist of US Trust-BOA Private Wealth Management shares his thoughts. Image credit: Pixabay.com

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As Vaccine Economics continue to dominate markets, are we seeing investors move into the rotational plays? Will the Fed and the ECB announce more stimulus? And seeing as November was such a good month for US equities - the Dow Jones and the S&P500 both charted double-digit gains - will this momentum carry us through into the last month of 2020? We ask Stephen Innes, Chief Global Market Strategist at Axi, about all of this and more.

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As we head into 2021, will we see more work-from-home stocks being used as a defensive play? The Morning Run speaks to Tony Nash for his perspective on this, as well as his views on financials and energy stocks, the Sterling, and tit-for-tat trade wars.

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It's been a mixed bag for US corporate earnings. But the picture is clearly bleak for Europe's banks, which might lead to a regulatory push to merge its weakest lenders.

Jack Kouzi, Director for Strategy, VFS Group, explains.

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Four of the Magnificent 7 will be releasing their results this week. We ask Yeap Jun Rong, Market Strategist at IG International for his expectations and if growth stocks are still the theme for this year and beyond.

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The fallout from the SVB and U.S banks seems to have spread to Europe with Deustche Bank the most recent target.

Tim Waterer, Chief Market Analyst at Kohle Capital Markets tells us if its too early to look at banking stocks whilst diving into what could be the safe haven assets to consider.

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Last Friday, Bank of Japan announced that it will keep its key short-term interest rate unchanged at -0.1% whilst for 10 year bond yields, staying pat at 0%.

So how will Japan equity market react to this and in 2022, can the Nikkei 225 surpass the 31-year high achieved back in Mid September this year?

We speak to Chern Yeh Kwok, Deputy Head of Asia Pacific Equities & Head of Japan Equities at Aberdeen Standard Investments.

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US inflation is moving in the right direction but still above the Federal Reserve targets of 2%, and the street will look for 1 more rate hike. The US Markets have priced in a lot of good news, but with the quarter 2 earning season underway, there could still be choppiness in the stock market in weeks ahead. To get more insights on US, Europe, and Japan markets, we speak with Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.

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Syifaa’ Mahsuri Ismail from Hong Leong Investment Bank shares with us the future of the plant-based diet market in Malaysia and how it translates in terms of outlook for the vegan market and consumer sector.

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Omicron has put a halt to the reopening of international borders. What impact will this have on the aviation sector? Ahmad Maghfur Usman, Equity Research Analyst at Nomura Malaysia gives us his views. Image credit: Shutterstock.com

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With Wall Street breaking a streak of eight consecutive weekly gains, we ask Clifford Bennett, Chief Economist, ACY Securities why did investors take money off the table and whether mounting longer term recessionary concerns are impacting short term investor sentiments

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How are markets reacting to the rising tide of uncertainty over the US-China trade deal and a slower global economy? We speak to Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, about the PBOC's latest easing move, Thailand's interest rate cut, and a decline in Japan's services sector activity.

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The S&P 500 is still closing at session highs despite the uncertainty over midterm elections and Fed pronouncements. Is this a sign that momentum is turning bullish? This is expected to also lift Asian equities. Should investors focus more on Asia given the strong current account surpluses and export oriented nature of most Asian countries? For insights, we speak to Paul Chew, Head of Research, Phillip Securities, a member of PhillipCapital.

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Bank Negara maintained its Overnight Policy Rate (OPR) at 3% during its last meeting. We speak to Jesse Liew of Principal Asset Management on factors that would impact monetary policy moving forward, as well as his views on the direction of the ringgit. 

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The S&P 500 has been on a bull run, but there's growing speculation that equity gains may be reaching a plateau. We ask Tony Nash of Complete Intelligence on the data indicators to watch, as well as the trends affecting commodities, cryptocurrencies and the Japanese asset market.

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Han Tan, Market Analyst with FXTM gives us an explanation of the recent Bank Negara Overnight Policy Rate decision while weighing in whether we might see more cuts before year end. We also ask him why the correlation between gold and equities has been disrupted as both asset classes have risen as the precious metal soars to USD1800 per oz.

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Market consensus is expecting a third consecutive year of double digit returns for the US equities in 2025, but are these predictions overly optimistic? Kelvin Wong of OANDA gives his reasons to stay cautious on US markets, including a potentially more hawkish Federal Reserve.

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China’s benchmark index, the CSI 300, has been on its longest losing run since 2012. What accounts for the weakness in market sentiment and how might the broader economic outlook impact trends moving forward? We get analysis from Jack Kouzi of VFS Group.

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With US inflation at a 40 year high of 7.9%, will the Fed dial back their monetary tightening plan? Tim Mulholland, President of TJM Limited in Chicago tells us whilst giving us a forecast of oil prices. Image credit: Unsplash.com

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As China's annual Two Sessions meetings take place this week, are there any signals that could revive foreign investor confidence in Chinese equities? We discuss this and other market trends with Joe Quinlan, Chief Market Strategist with the US Trust-BOA Private Wealth Management.

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What can we expect from this week's Big Tech earnings? Are tech stocks still a solid bet even as the vaccine rollout picks up? Joe Quinlan weighs in on this, as well as the possibility of a stock market bubble, expectations for the Fed meeting, and the energy sector under Biden's administration.

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US markets opened with a bang on the first day of trading. Is this the start of a January rally and can this momentum continue for the rest of 2022? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us. Image credit: Unsplash.com

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The GDP contribution from NIMP and NETR can be significant with strong tailwinds. So what are the sectors that stand to benefit despite the recently weak earnings season? Tushar Mohata, Head of Research, Nomura Malaysia gives us his views.

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As China looks like it may continue tightening regulatory scrutiny on its homegrown tech giants, how can investors weigh that risk against any potential reward? We ask Tim Mulholland, President of TJM Limited, Chicago for his thoughts, as well as for insight into whether the US tech tsunami is as unstoppable as it seems.

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With US interest rates peaking in 2023, it looks like the era of the king dollar is over. So then what is the investment strategy to adopt for 2023? Peter Esho, Co-Founder of Wealthi, a property investment platform, gives us his outlook and whether it is time for value to shine.

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Michele Schneider, Chief Strategist from Market Gauge, shares her perspective on the recent US jobless claims figures and whether this clarifies a US December rate cut by the Fed amid frothy valuations in the US stock market.

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Regional stock markets underperformed this year, with the MSCI Emerging Market ASEAN index down 6% year to date. But is it time to relook at these markets? Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management tells us whilst looking at other asset classes like Bitcoin, gold and bonds.

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US CPI rose by 0.5%, highest in 3 months. Will this change the pace of hikes by the Federal Reserve? Carlos Casanova, Senior Economist at UBP tells us his view whilst commenting on the incoming Bank of Japan Governor.

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How are markets reacting to the dissolution of Parliament? We discuss the outlook for equities with GE15 on the horizon with Anand Pathmakanthan of Maybank Investment Bank.

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As communities place more emphasis on preserving our environment, environmental, social, and governance (ESG) investments have become increasingly mainstream. Since demand has been strong, despite the Covid-19 pandemic, we speak to Alexander Chia, Regional Head of Research from RHB Investment Bank for more insight.

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China’s reopening has sparked hopes of a demand led boost that will soften any chance of a hard economic landing for G7 nations. But how realistic is this view and are the GDP expectations of 5 to 5.5% too optimistic for China? Also what is the read through of Bank Negara Malaysia keeping the OPR unchanged? For insights, we speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank.

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Palm oil prices have been on a bullish trend like all other commodities. Ong Chee Ting, Regional Plantation Analyst from Maybank Investment Bank tells us the reasons for this and whether it is sustainable. He also weighs in with his top picks for the sector.

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Hong Kong stocks rose for a third day yesterday as technology companies staged the biggest rebound in three weeks, but the Hang Seng index is still far off from its peak in February, having fallen around 10% since breaking past 30,000 points for the first time since May 2019.

Is this the time to bottom fish or is there more room to fall? The Morning Run speaks to Mun Hon Tham, Head of Greater China Research with UOB Kay Hian, to find out.

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The war in Ukraine might stretch till next year but how does this play out in the global recession scene and also what impact will this have in the global foreign currency setting? Clifford Bennett, Chief Economist at ACY Securities shares his view. Image credit: Pixabay.com

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