US markets staged a huge rebound on Friday as the Dow Jones Industrial hit 50,000 points for the first time. Kingsley Jones, Chief Investment Officer, Jevons Global tells us if he expects the rally to continue and how else we can invest in the AI boom other than the obvious hyperscalers.

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JCI is the worst performing market in Asia on the back of an MSCI warning and freeze which was compounded by a Moody's outlook cut. We ask Jeremy Goh, Head of Research, HLIB if Malaysia is at risk of suffering the same fate and if not, what are the top equity buy ideas.

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The capex spend by Microsoft, Amazon and Alphabet has spooked markets with hundreds of billions spent with less clarity on monisation. Tim Mulholland, President, TJM Limited tells us if the market dip is an opportunity to buy. We also ask if gold's bull run has ended.

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Singapore has started 2026 on the right note with the STI up 6% on a year to date basis. We ask Geoff Howie, Market Strategist, Singapore Exchange if the market has legs to the rally and is it time for property stocks to rerate.

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AI stocks were sold down in the past few days with investors switching into cyclicals and utilities. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter as to why and if this is a start of a trend. We also ask him his views on the Japanese economy and yen ahead of their elections.

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After months of speculation, Kevin Warsh has been nominated as Fed chair but is he more a dove or hawk? Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank gives us his insights whilst explaining the recent dollar weakness.

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Budget 2026 reinforces the MADANI government’s push for targeted projects to drive residential property growth especially in the affordable segment. We ask  Mohd Fadzerin Arrifin, Equity Analyst, BIMB Securities if this is a rerating catalyst for the property sector whilst we also take a look at Reits and which stand to benefit from the interest rate cycle.

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Markets reacted nervously to the nomination of Kevin Warsh as Fed Chair. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management how markets and the US dollar will react to this and his view on the recent correction of AI related stocks.

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Despite Japanese Prime Minister Sanae Takaichi's attempts to calm financial markets, the Yen and JCG continue to be volatile. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank if these attempts are futile whilst we also ask what is the outlook for other Asian currencies.

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Although global rubber glove demand is expected to grow around 8% this year, and production volumes are improving with valuations remaining attractive, companies still face headwinds across key markets. We ask Eddy Do, Senior Equity Research Analyst, RHB Investment Bank as to whether the sector is due for a re-rating and what his top buy ideas are.

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