Nvidia's results were better than expected whilst the guidance remained positive. However, the share price was down 5%. Does this suggest that the AI theme has peaked? Tim Waterer, Chief Market Analyst, KCM Trade, gives us his answer whilst we also try and understand why the Australian dollar continues to appreciate.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Nvidia reported results that beat street expectations. We get first-hand reactions from Tony Nash, CEO, Complete Intelligence as to whether this means the AI theme is alive and well. We also look at results from Salesforce and ask if the casualties are the software providers instead.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

President Donald Trump’s 10% global tariff took effect yesterday but what impact will it have on Asia? Which countries stand to benefit from this or potentially lose out? Carlos Casanova, Senior Economist, UBP gives us his perspective whilst we weigh in on what might be discussed during Trump's visit to Beijing at end March.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Wall Street fell sharply overnight on fears around AI disruptions to various industries and President Donald Trump lashing out at the US Supreme Court while looking for ways to still raise his global tariffs. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, shares his views on how to strategise.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

The immediate reaction of the Malaysian market to tariffs  has been muted despite the uncertainty.  What then can we expect in the coming days as governments around the world respond to the global tariffs of 15%? Imran Yusof, Head of Research, MBSB Research

gives us his answers.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

The Supreme Court struck down President Donald Trump's tariffs. This was quickly replaced with 15% global tariffs. What then are the implications on the US economy and global capital markets? Kingsley Jones, Chief Investment Officer, Jevons Global gives us his perspective.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Bursa Malaysia requires Main and ACE Market listed companies to disclose sustainability statements, focusing on material economic, environmental, and social risks. However, how many companies link sustainability to pay? Peter Kong, Head of Research, Kenanga Investment Bank tells us if such moves benefit their share price.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

The possibility of the US launching attacks on Iran is sending Brent crude oil prices higher over disruption concerns. How might markets respond as the situation unfolds? We discuss this and other market trends with independent analyst Laurent Lequeu.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

The Fed Minutes reveal a split FOMC over the pace and quantum of rate cuts. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank the new Fed Chair, Kevin Walsh will be able to push through cuts that US President Donald Trump would like. We also ask about the direction of the Japanese yen and economy after the reappointment of Prime Minister Taikaichi.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.

Last week, Minister for Finance and Prime Minister Lawrence Wong unveiled Singapore’s Budget 2026, outlining fiscal measures amid a mixed global economic environment. The Budget spans household and business support, longer-term capability building and targeted initiatives - but what does this mean for its equity market? We ask Thilan Wickramasinghe, Head of Equity Research at Maybank Securities, Singapore.

Image Credit: Shutterstock.com

See omnystudio.com/listener for privacy information.