BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Emerging Markets - Emerging Havens in Escalating Trade Row?

Emerging Markets - Emerging Havens in Escalating Trade Row?

Kingsley Jones, Founder and Chief Investment Officer, Jevons Global, Sydney

09-Apr-18 07:35

Emerging Markets - Emerging Havens in Escalating Trade Row?

Stocks in the US ended last week with a deep selloff, as concerns over a tense trade stand-off continued following President Trump's instructions for officials to consider a further US$100 billion of tariffs against China, confident that China will be first to buckle.


Against this backdrop, how will markets react this week?


We also discuss how some investors are seeing emerging markets as havens in the midst of the trade row.


We further talk about Nine West as it joins a growing list of US retailers that have filed for bankruptcy. What should investors do in the midst of this growing trend? Who are the winners and losers here?


We ask Kingsley this.

Listen in.

Presented by: Joyce Goh


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: 

Tags:  Trade WarUS DollarsCurrenciesEuroPoundYenAUDEmerging MarketsAerospace And DefenseSemiconductors





Play / Pause

Listen now : The Workplace: Sharmini Ann Jacob, Executive Director of Business Transformation (People &...

Today’s Shows



6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Dr Kathryn Robison, Lecturer in American Studies, United States Studies Centre, University of Sydney on the United Stated partial government shutdown and political tension.

7:45 AM

Morning Brief

Danesh Prakash Chacko of TINDAK weighs in on whether limiting the PM’s tenure and electing KL’s mayor could strengthen governance and trust.

8:00 AM

The Breakfast Grille

Alex Ong, Executive Director of Hock Soon Capital, discusses the future of its poultry business on its way to the Main Market.

8:30 AM

Morning Brief

Ravi Kittane, Partner at Ernst & Young Consulting, discusses the digital banks' business in Malaysia and the region.

8:45 AM

Morning Brief

(REPEAT) We dive into the local and international news that matters to you.

9:00 AM

Opening Bell

(REPEAT) Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us where international markets are heading.

9:15 AM

Opening Bell

Mohd Fadzerin Arrifin, Equity Analyst, BIMB Securities Research discusses Malaysia's property and REIT sectors.

9:35 AM

The Property Show

Dr. Tan Loke Mun, Principal of DrTanLM Architect, assesses KL's River of Life project 15 years on.

10:05 AM

Open For Business

Buzz ditched its green-tech BeeBag idea after hitting a scaling wall, for “commerce media,” turning fintech apps into ad channels. We unpack the kill signal behind the pivot, why item-level purchase data is the real moat, and whether your banking app is about to become the next big billboard

11:00 AM

The Workplace

Sharmini Ann Jacob, Executive Director of Business Transformation (People & Change), KPMG Malaysia

12:00 PM

Enterprise Explores

What happens when the cost of intelligence hits zero? Peng T. Ong joins us to explore the "Economic Singularity." From the "Star Trek vs. Wall-E" future to the death of inflation, we ask: how do we survive the end of work, and what is the "human premium" in a world of automated abundance?

1:00 PM

The Breakfast Grille Repeat

Alex Ong, Executive Director of Hock Soon Capital, discusses the future of its poultry business on its way to the Main Market.

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Earth Matters

This World Wetlands Day, we explore Kuala Selangor Nature Park, where mangroves, mudflats, and wildlife thrive just minutes from the city.

4:05 PM

Health & Living

“I’m overstimulated”. By now, we’ve probably heard or seen someone say this but what does it actually mean to be overstimulated? How do you know if that’s what you’re feeling like?

5:00 PM

Top 5 at 5

A countdown of the 5 biggest stories of the day, to catch you up on all you need to know!

6:00 PM

Big Issue

7:00 PM

Stories of KL

We learn about the art of Kavadi making with father-son artisans K Sivarajah and Sathish Raja.

8:00 PM

Cruise Control

Daniel took the new 2026 Proton Saga MC3 out for a ride and share his thoughts on this car and its larger meaning to Malaysians.