Why have markets reacted positively to the hawkish tone of the Federal Reserve? How will Elon Musk's approved $56 billion pay package impact the share price of Tesla? We discuss this and more with Tim Mulholland of TJM Limited.

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Prime Minister Datuk Seri Anwar Ibrahim has revealed that Malaysia has approved approximately RM115 billion worth of investments in data centres and cloud services. This is part of the country’s push to be a sustainable Artificial Intelligence Data Centre destination in South East Asia. We speak to Adam Mohamed Rahim, Equity Research Analyst, RHB Research for which contractors will stand to benefit from this trend.

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It was a big day of data releases, with May's Consumer Price Index (CPI) followed by the Federal Reserve holding rates flat albeit signalling one rate cut this year. We unpack the implications of this with Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank and the timing of this cut considering the November US elections.

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Vietnam is one of the rising star economies in Southeast Asia, with GDP growth projected between 5 to 6% this year. Its stock market has also outperformed the broader region, with returns up 14% on a year to date basis. However what do we know about their growing middle class? Lance Noble, Head of China Reality Research at CLSA tells us on the back of their recently released report and how they will contribute to the country’s growth story.

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Apple share price rallied 7% yesterday albeit not immediately after their Worldwide Developers Conference (WWDC) event which took place on Monday. We ask Jack Kouzi, Director for Strategy, VFS Group why the delayed reaction and are their AI announcements the much needed catalyst after a sluggish performance this year.

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This week, there is a flurry of US data which will point to if the Federal Reserve has got a handle on inflation. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective and what this means for the Fed Fund rate whilst weighing in on the defensive options.

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First quarter result season for banks has just concluded. Chan Jit Hoong, Senior Analyst, Hong Leong Investment Bank tells us about the quality of earnings and if we can expect any negative surprises for 2024 whilst weighing in on his top buy ideas.

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The Bursa Malaysia Property Index is up 30% on a year-to-date basis, so are there legs to this rally? Does the recently concluded result season give us clues on this? Jessica Low, Analyst, MIDF Research tells us and what are her top picks to the sector.

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US non-farm payrolls came in at 272,000 in May, beating consensus forecast of 190,000, while wages rose 4.1% YoY, an uptick from April’s 3.9% increase. Is the US economy too strong and what does this mean for the Fed Fund rate. We ask Tim Waterer, Chief Market Analyst, KCM Trade for his views on this and whether the AI investment theme is relevant.

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In a year where there are at least 40 elections with the UK, EU and of course the US heading to the polls, should election risk factor into the investment strategy? Kingsley Jones, Chief Investment Officer at Jevons Global tells us his perspective while weighing in on the recent share price surge of Nvidia and if this means that tech is overvalued.

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