BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Is The Santa Rally Over?

Is The Santa Rally Over?

Kingsley Jones, Chief Investment Officer, Jevons Global

19-Dec-22 07:00

Is The Santa Rally Over?

The US market has rebounded strongly from the October lows but has since given back some gains. With an imminent recession and still hawkish Fed, it is more likely there will be more downside for US markets. Where should investors start to position their portfolios for a better risk reward profile? For answers, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global.


Image credit: Shutterstock

Produced by: Michael Gong

Presented by: Wong Shou Ning, Chong Tjen San, Philip See


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

Categories:  marketsinternational

Tags:  us marketsus federal reserveeconomic recession





Play / Pause

Listen now : BFM 89.9 -- The Business Station

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

Tim Waterer, Chief Market Analyst at KCM Trade 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. Azmi Hassan, Senior Fellow at the Nusantara Academy for Strategic Research shares his thoughts on political meetings held over the weekend.

7:45 AM

Morning Brief

Sulaiman Saheh of Rahim & Co discusses the outlook for Malaysia’s property market amid Johor’s residential boom and Kuala Lumpur’s office market challenges.

8:00 AM

The Breakfast Grille

Yeo Tien Seng, Executive Director of Guan Huat Seng Holdings Berhad discusses his company's upcoming listing on the ACE Market.

8:30 AM

Morning Brief

Cheah Wai Seng, Energy, Resources and Industrials Leader at Deloitte Malaysia, shares insights into Malaysia's energy utilisation and power availability.

8:45 AM

Morning Brief

Ragunath Kesavan, Former President of the Malaysian Bar Council, provides insight into the Attorney General’s Chamber's decision over Zahid Hamidi's Yayasan Akalbudi legal case.

9:00 AM

Opening Bell

(REPEAT) Tim Waterer, Chief Market Analyst at KCM Trade tells us where international markets are heading.

9:15 AM

Opening Bell

Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia discusses the impact of US tariffs on ports.

9:35 AM

Pinnacle Perspectives

Hamish Munro, CEO of IPSOS APEC, shares insights into Malaysians' expectations and sentiments heading into 2026.

10:05 AM

Open For Business

Sagtec Global’s Kevin Ng on listing on the NASDAQ, the 50% stock drop, and their planned expansion to "Robot-as-a-Service" and AI analytics for their F&B customers.

11:05 AM

P&L

Startups have speed; scale-ups have bureaucracy. But with the right AI tooling, can a mature company of hundreds fight with the agility of a solo founder in a garage? StoreHub’s Fong Wai Hong shares his experience.

12:00 PM

Enterprise Explores

IIAM’s Suhailah Abdulla and Philip Rao discuss their Risk in Focus 2026 report, getting into why cyber and AI breaches persist despite boards being aware of the risks.

2:05 PM

Discovery Hour

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

3:05 PM

Earth Matters

4:05 PM

Health & Living

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

Today I Learned

7:00 PM

Just For Kicks

8:00 PM

A Bit of Culture