BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Staying Cautiously Optimistic 

Staying Cautiously Optimistic 

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management

22-Jul-25 07:00

Staying Cautiously Optimistic 

The S&P500 hit 6300, a new all-time high. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as to what investment strategy to adopt since valuations are expensive. We also dive in the impact on Japanese equities after the LDP lost in the Japanese Upper House elections.

Image Credit: Shutterstock.com

Produced by: Jake Lim

Presented by: Keith Kam, Wong Shou Ning


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

Categories:  marketseconomyinvestmentsinternationalpolitics

Tags:  japan equity marketsldpJapan upper house electionsinvestment strategy





Play / Pause

Listen now : Top 5 at 5

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

Carlos Casanova, Senior Economist, UBP 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

Trung Ghi, Head of Energy & Utilities Practice, Arthur D. Little, Asia Pacific on the rare earth global supply chain.

7:45 AM

Morning Brief

Prof. James Chin of the University of Tasmania weighs in on Sabah’s 40% revenue ruling.

8:00 AM

The Breakfast Grille

Frank Wee of Insights Analytics Bhd shares the company’s next growth phase ahead of its Bursa ACE Market listing.

8:30 AM

Morning Brief

Dr. Khoo Ying Hooi, Universiti Malaya discusses expectations for the ASEAN Summit.

8:45 AM

Morning Brief

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

9:00 AM

Opening Bell

(REPEAT) Carlos Casanova, Senior Economist, UBP tells us where international markets are heading.

9:15 AM

Opening Bell

We take a look at the FBM KLCI as well as regional capital markets.

9:35 AM

The Property Show

Kelvin Yip, President of MIEA discusses how the industry is working to raise standards amid fraud and illegal practices.

10:05 AM

Open For Business

Keong Chun Chieh, Founder & CEO, IGL Coatings

11:00 AM

The Workplace

David Barr, CEO - Offshoring, Robert Walters

12:00 PM

Enterprise Explores

Aparna Bharadwaj, Managing Director & Senior Partner; and Global Leader of BCG’s Global Advantage Practice

1:00 PM

The Breakfast Grille Repeat

Our flagship show, we feature both game-changers and groundbreakers in the hot seat.

2:05 PM

Discovery Hour

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

3:05 PM

Earth Matters

4:05 PM

Health & Living

5:00 PM

Top 5 at 5

6:00 PM

Big Issue

7:00 PM

Stories of KL

We speak to Jeffrey Lim about keeping film alive through Kanta Studio, and how analogue photography helps preserve the city’s visual memory.

8:00 PM

Cruise Control

Daniel Fernandez, Managing Editor, dsf.my