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
Tim Mulholland of TJM Limited, Chicago 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
Steve Durose of Fitch Ratings weighs in as the firm downgrades its 2025 outlook for the APAC tech sector to ‘deteriorating’.
7:45 AM
Morning Brief
Brendan Sobie, Independent Analyst and Consultant, Sobie Aviation discusses the challenges that low cost carriers are facing.
8:00 AM
The Breakfast Grille
Professor Dr. Barry Winn, Vice Chancellor and President, Taylor's University, discusses trends in K-12 education, parents' expectations and student outcomes, income generation, and more.
8:30 AM
Morning Brief
Dato' Malik Imtiaz Sarwar discusses the silence in regards to the extension of the tenures of Malaysia's top judges.
8:45 AM
Morning Brief
We speak to Sebastian Strangio of The Diplomat about the recent clash at the border of Cambodia and Thailand which has left a soldier dead.
9:00 AM
Opening Bell
Tim Mulholland of TJM Limited, Chicago 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
What's The Focus
We wrap up the week’s biggest conversations to keep you in the know.
10:05 AM
Open For Business
Mascon Technologies, a Singapore-based Maritime Tech start-up founded in 2022 aims to help digitise, verify and simplify the work done on the ships - quite literally - and in the office. We speak with Mascon’s CEO and Co-Founder, Hakim Sanwan, about their inception story, the challenges of building a tech company in the maritime sector, their ambitions ahead, and how Mascon is positioning itself within a complex and traditional industry.
11:00 AM
Mattsplained
12:00 PM
Enterprise Explores
1:00 PM
The Breakfast Grille Repeat
Professor Dr. Barry Winn, Vice Chancellor and President, Taylor's University, discusses trends in K-12 education, parents' expectations and student outcomes, income generation, and more.
2:05 PM
Discovery Hour
An eclectic selection of BBC shows, curated with variety in mind.
3:05 PM
Front Row
tbc
3:20 PM
Front Row
tbc
4:05 PM
Health & Living
Is there a single test for all the cancers out there? Is there truth to blood tests that claim to test for multiple cancers? We speak to an expert to find out.
5:00 PM
Top 5 at 5
6:00 PM
Popcorn Culture
Reviews of Ballerina and Thug Life, followed by a discussion on gangster films, and their appeal.