BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Reassessing Portfolio Allocations Amid Geopolitical Tensions

Reassessing Portfolio Allocations Amid Geopolitical Tensions

Laurent Lequeu, Independent Market Analyst and Writer, Macro Butler Newsletter

02-Oct-24 07:00

Reassessing Portfolio Allocations Amid Geopolitical Tensions

Developments overnight saw Iran launching missiles into Israel, increasing the temperature of what is happening in an already tense Middle East. China is off for the week for the Golden Week Holidays. Laurent Lequeu, an independent market analyst and writer at the Macro Butler Newsletter, shares his views on what he expects markets to look like and how to reposition your portfolio.


Image Credit: Shutterstock.com

Produced by: Jake Lim

Presented by: Wong Shou Ning, Keith Kam, Shazana Mokhtar


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

Categories:  marketsinternationaleconomy

Tags:  marketsgeopolitical tensions





Play / Pause

Listen now : Top 5 at 5

Today’s Shows



6:00 AM

The 6AM Stretch

7:00 AM

World Market Watch

Clifford Bennett, Independent Economist

7:15 AM

Morning Brief

7:30 AM

Morning Brief

Michael Cucek, Adjunct Professor, Department of Political Science, Temple University Japan Campus

7:45 AM

Top Story

Ahmad Yazid Othman, Senior Fellow, Majlis Tindakan Ekonomi Melayu (MTEM)

8:00 AM

The Breakfast Grille

Jean-Christophe Peaucelle, Counselor for Religious Affairs, French Ministry for Europe and Foreign Affairs

8:30 AM

Morning Brief

Datuk Chang Kim Loong, Honorary Secretary- General, National House Buyers Association (HBA)

8:45 AM

Morning Brief

Eng Kin Hoong, President of Malaysia Cross Border E-Commerce Association

9:00 AM

Opening Bell

(REPEAT) Clifford Bennett, Independent Economist

9:15 AM

Opening Bell

Chye Wen Fei, Research Analyst, HLIB Research

9:35 AM

BBC

Trending: Meet the anti-witch hunter

10:05 AM

Open For Business

Clarence Leong, Founder and CEO of EasyParcel

11:05 AM

P&L

Harvindar Singh, Managing Partner, Harvey & Associates

12:00 PM

Enterprise Explores

Norman Matthieu Vanhaecke, Group CEO, Cradle Fund and Renuka Sena, National Expert, WSA Malaysia

1:00 PM

The Breakfast Grille Repeat

2:05 PM

Discovery Hour

Brain Waves #3: Spatial Awareness; Dr Azlina Ahmad Annuar, Neurogeneticist

3:05 PM

Earth Matters

Tak Kenal Maka Tak Cinta: Bukit Wang, Kedah (Replay)

3:30 PM

Earth Matters

Macaranga Wrap-Up: October 2024, Wong Siew Lyn, Co-Founder, Macaranga

4:05 PM

Health & Living

NCD Chronicles #23: Eczema, The Itch That Disrupts Everything; Asyraf, Living With Eczema | Dato’ Dr Noor Zalmy Azizan, Consultant Dermatologist

5:00 PM

Top 5 at 5

7:00 PM

Just For Kicks

8:00 PM

GGWP

9:00 PM

Wavelength