MGS Demand Still Intact

Edward Toh, Chief Investment Officer, Fixed Income, Areca Capital

20-Oct-23 09:15

Pause
Embed

The fixed income market is highly correlated to macroeconomic forecast, debt and fiscal targets which makes the Budget 2024 particularly relevant. Edward Toh, CIO, Fixed Income, Areca Capital tells us if the government targets change his outlook and investment strategy especially since the yield differential between Malaysia and US continue to widen.

Brought to you by Mah Sing. Reinvent Spaces. Enhance Life.

Image credit: Shutterstock.com

Produced by: Wong Shou Ning

Presented by: Shazana Mokhtar, Wong Shou Ning

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

Categories: economy

Tags: budget 2024, belanjawan 2024, budget-2024-mahsing, fixed income, mgs,

Today’s Shows

11:00 AM

Best of Enterprise

(REPEAT) OpenMinds’ Jan Wong on Malaysia’s martech momentum, AI overload, and how poor tech stacks are breaking brands mid-campaign.

12:00 PM

Popcorn Culture

(REPEAT) A review of The Fantastic Four’s arrival in the MCU, followed by a discussion about characters that have been played by different actors.

1:00 PM

Cruise Control

(REPEAT) If you're in the market for a used, old school sports sedan, should you consider the Mitsubishi Lancer GT, or the Proton Inspira? Daniel Fernandez from dsf.my shares his thoughts!

2:00 PM

Matt-Splained

(REPEAT) Matt and Rich take their digital paranoia a step further, covering border controls, burner phones and authoritarian apps.

3:00 PM

Earth Matters

(REPEAT) The Malaysian Food Sovereignty Forum warns against proposed changes to the Protection of New Plant Varieties Act and the Plant Seed Quality Bill, citing a lack of engagement with farmers and civil society. FKMM Coordinator Nuritri Amir Bin Muhammad joins us to explain.

4:00 PM

Bar None

(REPEAT) We speak to Jeffrey Ross, the General Manager of Fresh Events Asia, ahead of the Redline Fitness Games, happening this weekend.

5:00 PM

BBC World Service

This episode of The Conversation features two women who are working in the field of robotics. What's life like in this industry?

PROGRAMMES