Market Watch

Maybank Investment Bank's head of equity & commodity derivatives group, Ng Ee Fang comes on Warrants Wednesday to talk about competition in the structured warrant market among the issuers, what more can be done to develop the market and how Malaysia's warrant market stacks up regionally. See omnystudio.com/listener for privacy information.

After the tepid response for the European Commission's EUR300b plus kickstarter project, investors are doubtful what the ECB can do when they meet in a few days. Cash holdings of bond funds are also reaching highs in the US suggesting that equity may still be the only game in town. See omnystudio.com/listener for privacy information.

The Malaysian oil & gas service providers have fallen sharply enough to make valuations attractive. While risks in the sector remain high, there are also opportunities in the region. See omnystudio.com/listener for privacy information.

More details of shopping over the Thanksgiving period showed very weak retail spending. But this may not necessarily derail strong US GDP growth which is 70% consumption driven. Also, will falling oil prices put more money into people's pockets? See omnystudio.com/listener for privacy information.

Dodge O Dorland, chairman and chief investment officer for Landor & Fuest Capital Managers talks about the pains of low oil prices and whether it marks the end of the US shale gas producers. He also talks about what to expect for the coming year, whether the Eurozone will continue to disappoint and whether 2015 will continue to be the year of USA See omnystudio.com/listener for privacy informa...

Bharat Joshi, investment manager for Aberdeen Asset Management talks about the outlook 2015, whether the worst is over or yet to come. He talks about the possible bright spots as well as where are the possible dips. See omnystudio.com/listener for privacy information.

The European Union wants to jumpstart the European economy with EUR63b seed money to hopefully attract over EUR250b in investments. But this may not be enough. See omnystudio.com/listener for privacy information.

Asean's economic performance has moved in all directions this year due to the political events in Thailand and Indonesia. The question is also whether Asean can benefit from the strong growth reported by the US recently. See omnystudio.com/listener for privacy information.

Ben LeBrun, market analyst with Options Express in Sydney gives his view on reports that point to investment in Australia's mining sector, the country's largest growth driver, falling by 40% over the next few years. He talks about whether Australia is on the right path to diversifying its economy, bullishness in the US. See omnystudio.com/listener for privacy information.

Ng Ee Fang, head of the equity & commodity derivatives group for Maybank Investment Bank joins us on Warrants Wednesday to give a local issuer's perspective on the current warrant landscape. Maybank is one of the main issuers of structured warrants in the market, and as such we discuss issues of take-up, competition and the factors behind choosing what warrants get listed. See omnystudio.com/l...

Daryl Guppy, Founder and CEO of Guppytraders.com, talks about: > USD direction versus major currencies but specifically JPY > USD-MYR > Gold prices over a 12-month period in view of the strong USD > US stocks, particularly the S&P, even with the strong recent run-up > Nikkei over a 12-month period, having factored in slow growth, snap elections, looming postponement of second tr...

Joe Quinlan, Managing Director and Chief Market Strategist, US Trust-Bank of America Private Wealth Management in New York, discusses: - China's rate cut - Slowing China GDP - Impact on Asia/ASEAN and rate reaction - Strong USD and funds flow impact - Effects of the US shale revolution, impact on trade flows and economic relations See omnystudio.com/listener for privacy information.

Benny Lee, chief market strategist for Jupiter Securities, gives his view Malaysia's cooling 3Q14 export numbers and whether this will be the trend over the next couple of quarters. He also gives his assessment of the market trends this year and what sectors did better than expected. See omnystudio.com/listener for privacy information.

Petronas which is set to re-evaluate its RM 300 billion capex programme will have major spillover effects for the oil & gas industry. Chris Eng also discusses the FPSO segment which is showing resilience but remains cautious over the Brazil market. See omnystudio.com/listener for privacy information.

Tim Mulholland, managing partner for China-America Capital Company talks about whether the market is experiencing fatigue as the year ends, and whether the upcoming Black Friday event will prove a barometer for consumer appetite. He also comments on China's flash PMI, Shinzo Abe's chances and the recent moves by Eurozone banks. See omnystudio.com/listener for privacy information.

Avtar Sandu, senior commodities manager for Phillip Futures, gives his view on the recent developments on the CPO front, including the possibility of India imposing higher import tax on edible oils. He also talks about the future prospects of the industry and what will help to underpin prices going forward. See omnystudio.com/listener for privacy information.

We conclude our three-part talk with Macquarie's head of derivatives for SEA, Barnaby Matthews. This week he talks about warrants as a hedging tool and the risks involved and what are the most common misconceptions about warrants. See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and Chief Executive Officer, Destination Wealth Management in San Francisco, discusses the ramifications of yet-lower oil prices, Japan's economic woes, its snap elections, an emerging notion that a multi-year bull market may be about to occur, US corporate sentiment and whether there will be a meaningful rally into Christmas. See omnystudio.com/listener for priva...

Suan Teck Kin, senior economist with United Overseas Bank talks about Malaysia assuming chairmanship of ASEAN next year and what challenges it will bring. He talks about the outlook for ASEAN in general and what more can be done beyond just lowering tariff barriers. See omnystudio.com/listener for privacy information.

Joe Quinlan, Managing Director and Chief Market Strategist, US Trust-Bank of America Private Wealth Management in New York, discusses Japanese Q3 GDP, possible snap elections in Japan, the Dollar-Yen outlook, the Shanghai-Hong Kong stock connect, China's capital controls, the internationalisation of the renminbi, and emerging notions of a pending full-scale global stock market boom. See omnystudio...

Malaysia recorded a 5.6% third quarter GDP growth, down from the second quarter's 6.4%. Nevertheless brokers seem to be upbeat that forward growth will remain at the 5-6% level. See omnystudio.com/listener for privacy information.

The release of Japan's third quarter GDP growth will be closely watched. A low number may spur Abe to call for snap elections which is a way to seek further endorsement for Abenomics and another dreaded consumption tax hike. Meanwhile Berkshire buys Duracell and US oil-related stocks tank. See omnystudio.com/listener for privacy information.

Asean has managed to fulfil a lot of its targets especially in the area of tariff removal. However huge challenges wlll come from the aspiration of free labour movement. See omnystudio.com/listener for privacy information.

Tim Mulholland, managing partner for China-America Capital Company gives his take on the Shanghai-Hong Kong stock connect as well as what the current weaker data coming out of China means for the economy. He also talks about how the low oil prices will be a blessing to some, and a curse to others. See omnystudio.com/listener for privacy information.

Wellian Wiranto, economist for OCBC Bank gives his take on the recent APEC meeting and what may or may not come out of it. He also talks about the Malaysian economy holding steady and what are the potential storm clouds ahead. See omnystudio.com/listener for privacy information.