Rapid developments coming out of the US have been keeping global markets and investors on their toes, but how will it impact the bond market here in Malaysia? Providing some perspective on whether there are opportunities here is Jesse Liew, Chief Investment Officer of Fixed Income, Southeast Asia, Principal Asset Management.

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Markets continued to remain volatile over the onslaught of tariff announcements and delays. We speak to Tim Mulholland, President, TJM Limited, Chicago as to how markets will trade in the coming weeks. We also reviewed the results of tech names like Broadcom and Marvel to see if tech deserves its expensive valuations.

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With the US government imposing but also flip-flopping the imposition of some tariffs, what impact does this have on its own economy and those in Asia? Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank gives us his perspective whilst weighing on the recent US dollar weakness.

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For Malaysia despite strong headline growth of 5.1% in 2024, there remains strong outflow of funds with the FBMKLCI down 4.6% on a YTD basis. Much of this decline can perhaps be explained to external factors like the strong US dollar and the impact of tariffs but does the recent result season give us reason to remain optimistic? Peter Kong, Head of Research, Kenanga Investment Bank tells us whilst giving us his top picks for Bursa Malaysia.

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The 25% tariffs on Mexico and Canada went into effect yesterday and its impact on the US economy and the rest of the world is yet unknown. We speak to Independent market analyst, Laurent Lequeu, who is also the Writer of The Macro Butler Newsletter for his views.

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Amid the shifting dynamics of the global economy including the possibility of the Federal Reserve holding rates higher for longer while central banks in Asia and Europe are looking to ease their monetary policies, where can investors look in terms of fixed income? Howe Chung Wan, Managing Director and Head of Asia Fixed Income, Principal Asset Management shares his perspective.

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The US market continues to drift downwards due to sluggish economic data and the imposition of 25% tariffs on Canada and Mexico. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management whether the "mood" of the market has changed and if so, how to position for that.

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With the US economy likely to see negative growth in 1st quarter and the impact of tariffs on Canada and Mexico still unknown, what will the Federal Reserve do with the Fed Fund rate? A question we pose to Clifford Bennett, Independent Economist whilst asking him about Asean economies.

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US President Donald Trump has confirmed that tariffs against Mexico and Canada will start on 4 March with an additional 10% tariffs on China. What impact will this have on global economies and trades? A question we pose to Yeap Jun Rong, Market Strategist at IG International whilst asking him about the divergent performance of ASEAN and North Asian markets.

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Tony Nash, CEO, Complete Intelligence unpacks the latest results from Nvidia and whether European and China market outperformance over the US can sustain for the rest of the year.

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