John Cheong, Investment Analyst at Maybank Kim Eng, Singapore talks about:
- interesting trends in investment flows by industry in Asia ex-Japan
- Maybank Kim Eng's Head of Research in Vietnam, Michael Kokalari says that he expects Vietnam to capture foreign fund flows from the relatively expensive TIPM markets - any evidence of that?
- Bursa Malaysia has been making moves to boost participation in securities borrowing and lending in the local mkt, which facilitates short-selling. Difficulty shorting individual stocks has frequently been cited by foreign investors as one reason why they avoid KLCI.
- Would improvement in the ability of institutional investors to short actually lead to improved liquidity and foreign participation in the M’sian market? Or impact likely to be minimal?
- Foreign fund flows are a closely monitored metric by market participants… but what evidence is there that they really provide useful signals for investors
- In your latest 'Ebbs & Flows' report, you mention that global equity flows surged to a new high on Ben Bernanke's assurance that the Fed's “highly accommodative” policy will continue. But with most Economists excpecting the Fed to start tapering in September, are investors getting too enthusiastic?
Thought-provoking discussions on ideas, people and events shaping our lives.
7:00 AM
World Market Watch
Laurent Lequeu of The Macro Butler Newsletter 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. Adrian Ang of the S. Rajaratnam School of International Studies discusses the political implications of the LA protests.
7:45 AM
Morning Brief
Datuk William Ng of SAMENTA voices concern as the expanded SST threatens to raise costs and complicate compliance for SMEs.
8:00 AM
The Breakfast Grille
KPKT Minister Nga Kor Ming speaks about Malaysia's presidency of the UN-Habitat General Assembly for the 2025–2029 term and the Urban Renewal Bill.
8:45 AM
Morning Brief
Lawyer Kee Hui Yee discusses the legalities of government-instated travel bans.
9:00 AM
Opening Bell
World Market Watch: Laurent Lequeu of The Macro Butler Newsletter tells us where international markets are heading.
9:15 AM
Opening Bell
Eddy Do, Hong Leong Investment Bank shares his outlook for Malaysia's banking sector.
9:35 AM
The Property Show
Yap Zer Ken of Plush Services gives us the 101 on how to start a successful short-term rental space.
10:05 AM
Open For Business
Dato’ Ronnie Chong, Managing Director of Absolute Protech Sports, shares how this Malaysian brand grew into a global badminton player, and why pickleball might be its next big move.
11:00 AM
The Workplace
Camelia Loh, Founder & CEO of Kabel, joins us to talk about the growing disconnect in the workplace, what “quiet quitting” is really telling us, and why traditional engagement strategies are no longer enough. From the role of empathetic leadership to what Millennials and Gen Z truly want at work, we explore what’s changed, what still matters, and how companies can rebuild trust and connection in a way that actually sticks. Camelia also shares how Kabel has reimagined work culture to engage young talent, and what she’s learned about the real meaning of employer branding—beyond the perks and buzzwords.
12:00 PM
Enterprise Explores
1:00 PM
The Breakfast Grille Repeat
KPKT Minister Nga Kor Ming speaks about Malaysia's presidency of the UN-Habitat General Assembly for the 2025–2029 term and the Urban Renewal Bill.
2:05 PM
Discovery Hour
An eclectic selection of BBC shows, curated with variety in mind.
3:05 PM
Earth Matters
Today on the show, we explore artivism - where art meets activism to reimagine our environmental future. Joining us are the creators of a Malaysia-based initiative using art to inspire change: Dr Thomas Smith, Dr Felicia Liu, and Jakob van Klang.
4:05 PM
Health & Living
tbc
5:00 PM
Top 5 at 5
6:00 PM
Good Things
Anson Thomas, a former Indian hockey goalkeeper and customs officer, has dedicated 30 years to rescuing over 800 women and children from human trafficking, often at personal risk. We hear about his motivations, rescue experiences, and how he assists survivors in rebuilding their lives.