Developments overnight saw Iran launching missiles into Israel, increasing the temperature of what is happening in an already tense Middle East. China is off for the week for the Golden Week Holidays. Laurent Lequeu, an independent market analyst and writer at the Macro Butler Newsletter, shares his views on what he expects markets to look like and how to reposition your portfolio.

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September is typically a bad month for markets but this proved otherwise this year. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as to why and what this means for markets for the rest of 2024. We also ask if China is still the place to invest after the recent rally.

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Malaysia’s Big Four glove stocks surged as much as 30% in a single trading day on September 17th, after the US announced increased tariffs on Chinese gloves. Oong Chun Sung, Equity Research Analyst at RHB Research shares his insights into the long-term prospects of this sector and the headwinds to look out for.

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Last week, we saw US data indicating slowing inflation, China announcing a stimulus package which has sent the Shanghai and Hong Kong stock markets rallying, and the Reserve Bank of Australia keeping interest rates unchanged. Tim Waterer, Chief Market Analyst at KCM Trade, takes stock of these developments and how they might dictate market direction.

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September 2024 is poised to be the busiest month for IPOs in India in 14 years. The Reserve Bank of India attributes this surge in activity to heightened interest in SME IPOs, with oversubscriptions reaching record levels. Pramod Amthe, Head of Institutional Equity Research at InCred Capital, joins us to unpack the IPO boom in one of the world’s most closely watched emerging markets.

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China announced a monetary policy stimulus package this week, coupled with the promise of stronger policy support. Are the latest measures sufficient to deal with the deflationary pressures and the beleaguered property sector? Song Seng Wun of CGS International Securities weighs in.

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The US energy sector has seen positive price action, with Vistra Corp and Constellation Energy coming out as top performers on the S&P 500. Can energy stocks that supply power to data centres replace tech stocks for the AI trade? Tony Nash of Complete Intelligence weighs in on this and more.

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The transportation sector has encountered several challenges in the first half of this year, including supply chain disruptions, the Red Sea crisis, and adverse weather conditions in Asia. These factors have been reflected in the mixed earnings of key players. Will the second half of the year provide some relief? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia, shares his analysis.

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The transportation sector has encountered several challenges in the first half of this year, including supply chain disruptions, the Red Sea crisis, and adverse weather conditions in Asia. These factors have been reflected in the mixed earnings of key players. Will the second half of the year provide some relief? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia, shares his analysis.

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Malaysian Real Estate Investment Trusts have recorded a 7% year-to-date rise on the Bursa Malaysia REIT Index in 2024. Jessica Low, a senior analyst at MIDF Research, provides her insights into the outlook for these asset classes and whether or not the current positive momentum still has legs.

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