In 2022, roughly 460 Terawatt hours were consumed globally by data centers and that figure could double by 2026, equal to that of Japan’s entire electricity use. With utility companies standing to benefit significantly from datacenter electricity demand. Will Malaysian utility companies stand to benefit too? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia gives us his perspective.

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Tesla and Nvidia are polar opposites amongst the Magnificent Seven with Nivida the tech darling but with both seeing price correction, is it time for a relook? Tony Nash, CEO, Complete Intelligence gives us his perspective whilst we also try to interpret the Fed Minutes as to when a rate cut will happen.

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There has been a series of mixed US economic data which has led to volatility in the US bond market with sharp swings in yield. We ask Song Seng Wun, Economic Advisor, CGS International Securities, Singapore to help us to distill rumour from fact to have a better sense of where the global economy is heading.

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The FBMKLCI has continued to outperform other ASEAN markets save for Vietnam in 2024. We ask Jeremy Goh, Head of Research, Hong Leong Investment Bank if the markets can still rally even after a year-to-date return of 10% and what investment strategy to adopt.

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There are concerns that cracks in the economy are starting to show with US Treasuries reacting as yields have risen of late above 4.5%. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if that means the Federal Reserve will raise rates sooner rather than later. We also ask what is the best asset allocation strategy to adopt  in the 2nd half of this year as US markets have already rallied with the S&P500  and Nasdaq up by 14% and 19% respectively.

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The S&P 500, Nasdaq and the Nikkei closed the first half of 2024 in double-digit positive territory.  Are US and Japan equities still the preferred markets for the second half of the year? We get views and strategy suggestions from Kingsley Jones of Jevons Global. 

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The total industry volume (TIV) data for the first five months of 2024 indicate that the auto sector is on track to achieve its TIV projections of 740,000 vehicles this year. However with two years of record sales in Malaysia, the likelihood that petrol subsidies will be removed and rising cost of living pressure, could sales ultimately disappoint in the 2nd half of the year? We discuss the outlook for the automotive sector with Syahril Hanafiah of RHB Investment Bank.

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2024 started on the right note for the Malaysian equity market with a year-to-date gain of 9%. Only beaten by Vietnam but doing much better than other ASEAN markets like Singapore, Philippines, Thailand and Indonesia, Imran Yusof, Head of Research, MIDF gives us the outlook for the rest of the year and what stocks to pay attention to.

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Stock market sentiments have been somewhat mixed ahead of the release of May PCE data, the Fed's preferred inflation gauge. Why are investors being cautious and what's the best portfolio strategy ahead of US November elections? We discuss these trends with Tim Mulholland of TJM Limited.

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Japanese Yen is under pressure due to US dollar strength, hitting a new low since 1996. Are we getting closer to a possible rate hike by the Bank of Japan? We discuss this and other trends with Vishnu Varathan of Mizuho Bank.

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