BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Emerging Markets - Emerging Havens in Escalating Trade Row?

Emerging Markets - Emerging Havens in Escalating Trade Row?

Kingsley Jones, Founder and Chief Investment Officer, Jevons Global, Sydney

09-Apr-18 07:35

Emerging Markets - Emerging Havens in Escalating Trade Row?

Stocks in the US ended last week with a deep selloff, as concerns over a tense trade stand-off continued following President Trump's instructions for officials to consider a further US$100 billion of tariffs against China, confident that China will be first to buckle.


Against this backdrop, how will markets react this week?


We also discuss how some investors are seeing emerging markets as havens in the midst of the trade row.


We further talk about Nine West as it joins a growing list of US retailers that have filed for bankruptcy. What should investors do in the midst of this growing trend? Who are the winners and losers here?


We ask Kingsley this.

Listen in.

Presented by: Joyce Goh


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

Categories: 

Tags:  Trade WarUS DollarsCurrenciesEuroPoundYenAUDEmerging MarketsAerospace And DefenseSemiconductors





Play / Pause

Listen now : P&L: See Toh Kean Yaw, Founding Partner of Kairous Capital & Wang...

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. Rohan Gunaratna, RSIS discusses the escalation of violence between Israel and Iran.

7:45 AM

Morning Brief

Oliver Wee Hiang Chyn of MBAM weighs in on how the upcoming SST implementation is set to reshape the construction landscape.

8:00 AM

The Breakfast Grille

Dr Amjad Rabi of UM & Sharmila Sekaran of VOC discuss the eradication of child labour.

8:30 AM

Morning Brief

Adib Zalkapli discusses the news of a PN-leadership restructuring, the denial of such by PAS and the internal workings in the opposition.

8:45 AM

Morning Brief

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

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

Ahmad Maghfur of Nomura Malaysia discusses the investment strategy for the transportation sector.

9:35 AM

Pinnacle Perspectives

Prof. Amy Edmondson of Harvard Business School discusses how leaders can rethink failure to drive learning and innovation.

10:05 AM

Open For Business

Edrea Lee of Vespid, a one-stop interactive personal finance learning mobile app platform, joins us to break down how she started this platform in the midst of finishing her studies, the tech behind that platform that is said to gamify personal finance literacy as well as the growth opportunities ahead for this startup that’s still in its infancy.

11:05 AM

P&L

See Toh Kean Yaw, Founding Partner of Kairous Capital & Wang Ti, Partner at Kairous Capital

12:00 PM

Enterprise Explores

Dr. Clive Tan, Founding Member of the Precision Public Health Asia Society, and Assoc. Prof. Dr. Dhesi Baha Raja, Consultant Public Health Physician with Monash University Malaysia & the Co-chair of the Precision Public Health Asia (PPHA) 2025 Conference, discuss how this field is being applied across the region, the breakthroughs already taking place, and the safeguards we need as healthcare becomes more data-driven.

1:00 PM

The Breakfast Grille Repeat

Dr Amjad Rabi of UM & Sharmila Sekaran of VOC discuss the eradication of child labour.

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Earth Matters

Malaysia’s disasters show the need for better preparedness — we speak to experts on how Malaysians are building resilience, and what more needs to be done.

4:05 PM

Health & Living

A study found that taxi drivers and ambulance workers have lower risks of developing Alzheimer’s disease. We explore if your job could improve your brain health.

5:00 PM

Top 5 at 5

6:00 PM

Today I Learned

How have fathers changed in today’s modern families? Are they still the silent and strong provider, or are they more involved in parenting now?

7:00 PM

BBC World Service

8:00 PM

A Bit of Culture