Latest news with #RaisahRasid
Business Times
14-07-2025
- Business
- Business Times
What Asia's Markets Are Really Reacting To
US tariffs are back with a vengeance, and this time they're aimed squarely at Asia. But in a surprising twist, markets across the region are powering ahead, brushing off policy threats and hitting record highs. Is the optimism justified, or are investors simply done holding their breath? In this week's Market Focus Weekly from The Business Times, host Emily Liu is joined by Raisah Rasid, global market strategist at JP Morgan Asset Management, to decode the latest round of tariff drama, investor sentiment, and why Japan and Malaysia may be more resilient than they appear. Why listen? Because tariffs are rising, but fear isn't Despite looming August deadlines and harsh new terms, especially for Vietnam and Japan, investors aren't panicking. Rasid explains why. Because Japan's deflation era may be ending Wage growth is up, consumer sentiment is steady, and the Bank of Japan is signalling action. The domestic story is finally turning. Because Malaysia is walking a tightrope With rates cut for the first time in five years, Malaysia is bracing for tech sector headwinds while betting on subsidies and investment to hold the line. A NEWSLETTER FOR YOU Friday, 8.30 am Asean Business Business insights centering on South-east Asia's fast-growing economies. Sign Up Sign Up Because copper just surged overnight A 50 percent tariff on copper imports shocked markets. Supply is tight, demand is rising, and prices may stay high for longer than expected. Market Focus Weekly delivers clear, timely insight on the stories shaping Asia's markets. Listen now at . Have feedback or an episode idea? Email the team at btpodcasts@ --- Written and hosted by: Emily Liu (emilyliu@ Produced and edited by: Howie Lim & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Daily and rate us on: Channel: Amazon: Apple Podcasts: Spotify: YouTube Music: Website: Feedback to: btpodcasts@ Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: BT Correspondents at: BT Podcasts at: BT Branded Podcasts at: BT Lens On:
Business Times
11-07-2025
- Business
- Business Times
Market Focus Weekly: What Asia's Markets Are Really Reacting To
US tariffs are back with a vengeance, and this time they're aimed squarely at Asia. But in a surprising twist, markets across the region are powering ahead, brushing off policy threats and hitting record highs. Is the optimism justified, or are investors simply done holding their breath? In this week's Market Focus Weekly from The Business Times, host Emily Liu is joined by Raisah Rasid, global market strategist at JP Morgan Asset Management, to decode the latest round of tariff drama, investor sentiment, and why Japan and Malaysia may be more resilient than they appear. Why listen? Because tariffs are rising, but fear isn't Despite looming August deadlines and harsh new terms, especially for Vietnam and Japan, investors aren't panicking. Rasid explains why. Because Japan's deflation era may be ending Wage growth is up, consumer sentiment is steady, and the Bank of Japan is signalling action. The domestic story is finally turning. Because Malaysia is walking a tightrope With rates cut for the first time in five years, Malaysia is bracing for tech sector headwinds while betting on subsidies and investment to hold the line. A NEWSLETTER FOR YOU Friday, 8.30 am Asean Business Business insights centering on South-east Asia's fast-growing economies. Sign Up Sign Up Because copper just surged overnight A 50 percent tariff on copper imports shocked markets. Supply is tight, demand is rising, and prices may stay high for longer than expected. Market Focus Weekly delivers clear, timely insight on the stories shaping Asia's markets. Listen now at . Have feedback or an episode idea? Email the team at btpodcasts@ --- Written and hosted by: Emily Liu (emilyliu@ Produced and edited by: Howie Lim & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Daily and rate us on: Channel: Amazon: Apple Podcasts: Spotify: YouTube Music: Website: Feedback to: btpodcasts@ Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: BT Correspondents at: BT Podcasts at: BT Branded Podcasts at: BT Lens On:
RTHK
20-05-2025
- Business
- RTHK
HK stocks end the day near a two-month high
HK stocks end the day near a two-month high The Hang Seng Index ended the day up 348.76 points, or 1.49 percent, near a two-month high at 23,681.48. File photo: RTHK Mainland Chinese and Hong Kong stocks rose broadly on Tuesday, led by healthcare and consumer shares, as market sentiment improved after Beijing cut key lending rates for the first time since October. In Hong Kong, the benchmark Hang Seng Index ended the day up 348.76 points, or 1.49 percent, at 23,681.48, hovering near a two-month high. The Hang Seng China Enterprises Index rose 1.52 percent to end at 8,589.08 while the Hang Seng Tech Index rose 1.15 percent to end at 5,315.56. At the close, China's blue-chip CSI300 Index was up 0.5 percent, while the Shanghai Composite Index gained 0.4 percent. China cut benchmark lending rates for the first time in seven months on Tuesday, while major state banks lowered deposit rates as authorities work to ease monetary policy to help buffer the economy from the impact of the Sino-US trade war. With the recent substantial progress in the US-China tariff negotiations and the announcement of rate cuts, market uncertainty has eased and risk appetite has rebounded, TF Securities said in a note. Healthcare stocks listed in Hong Kong and mainland A-shares advanced 2.6 percent and 1.4 percent, respectively. Shares of biotech firm 3SBIO surged more than 30 percent, after the firm signed a licensing deal with US drugmaker Pfizer. The consumer sector was another outperformer, with Hang Seng SCHK Consumer Discretionary Index gaining 1.2 percent. Raisah Rasid, global market strategist at JP Morgan Asset Management, said China's comprehensive monetary stimulus package "underscores its focus on stimulating domestic growth and countering external downside risks". She suggested investors diversify exposure with companies that supported by domestic consumption in Asia. The smaller Shenzhen index ended up 0.8 percent and the start-up board ChiNext Composite index was higher by 0.77 percent. (Reuters/Xinhua)
RTHK
20-05-2025
- Business
- RTHK
HK stocks end the day near a two-month high
HK stocks end the day near a two-month high The Hang Seng Index ended the day up 348.76 points, or 1.49 percent, near a two-month high at 23,681.48. File photo: RTHK Mainland Chinese and Hong Kong stocks rose broadly on Tuesday, led by healthcare and consumer shares, as market sentiment improved after Beijing cut key lending rates for the first time since October. In Hong Kong, the benchmark Hang Seng Index ended the day up 348.76 points, or 1.49 percent, at 23,681.48, hovering near a two-month high. The Hang Seng China Enterprises Index rose 1.52 percent to end at 8,589.08 while the Hang Seng Tech Index rose 1.15 percent to end at 5,315.56. At the close, China's blue-chip CSI300 Index was up 0.5 percent, while the Shanghai Composite Index gained 0.4 percent. China cut benchmark lending rates for the first time in seven months on Tuesday, while major state banks lowered deposit rates as authorities work to ease monetary policy to help buffer the economy from the impact of the Sino-US trade war. With the recent substantial progress in the US-China tariff negotiations and the announcement of rate cuts, market uncertainty has eased and risk appetite has rebounded, TF Securities said in a note. Healthcare stocks listed in Hong Kong and mainland A-shares advanced 2.6 percent and 1.4 percent, respectively. Shares of biotech firm 3SBIO surged more than 30 percent, after the firm signed a licensing deal with US drugmaker Pfizer. The consumer sector was another outperformer, with Hang Seng SCHK Consumer Discretionary Index gaining 1.2 percent. Raisah Rasid, global market strategist at JP Morgan Asset Management, said China's comprehensive monetary stimulus package "underscores its focus on stimulating domestic growth and countering external downside risks". She suggested investors diversify exposure with companies that supported by domestic consumption in Asia. The smaller Shenzhen index ended up 0.8 percent and the start-up board ChiNext Composite index was higher by 0.77 percent. (Reuters/Xinhua)
