Market Watch

Howie Lee, Investment Analyst, Phillip Futures, discusses the downtrend in Indonesian market, , President Joko Widodo's planned economic reforms and his promises of transformation, the Indonesian rupiah, Fed rate tightening and capital outflows. See omnystudio.com/listener for privacy information.

Tim Mulholland, Managing Partner of China-America Capital Company, Chicago, discusses the European Central Bank's review and stress testing of 130 banks' balance sheets, market indifference to this development, German and French manufacturing data, Caterpillar's share buyback flattering its Q3 numbers, the health of US corporate earnings in general, bumpy initial jobless claims data, the Fed's foc...

The Morning Run team takes a gander at the recent news surrounding the steel players and see what the analysts are saying about the likes of Ann Joo and MASTEEL. See omnystudio.com/listener for privacy information.

Third quarter results were in line with analysts' estimates. The stock is expensive but support by a capital management policy. See omnystudio.com/listener for privacy information.

Joe Quinlan, managing director and chief market strategist of US Trust-Bank of America Private Wealth Management, gives his views on China's upcoming fourth plenum and what it might bring. He also gives his opinion on the current US market conditions, Eurozone concerns and Japan's Abe cabinet shuffle. See omnystudio.com/listener for privacy information.

Markets rebound after St Louise Fed president James Bullard said that the Fed's bond-buying programme should continue due to rising deflationary risks. On the back of falling yields and rising risk expectations we ask whether stocks are still a buy. See omnystudio.com/listener for privacy information.

Singapore isn't spared in this sellout. Is there light at the end of the tunnel? See omnystudio.com/listener for privacy information.

Ben LeBrun, market analyst with Options Express in Sydney gives his view on whether the softer oil prices are a bane or boon. He also talks about what potential impact could be from worries in the Eurozone, Australia's property markets and the rolling US stock markets. See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and Chief Executive Officer, Destination Wealth Management in San Francisco, discusses the raft of problems plaguing global markets (Ebola, faltering German / Euro industrial production, bear-market oil prices and a strong dollar), the dollar's rise and underlying US fundamentals, US corporate earnings as a bright spark, US jobs outlook, the US economy's resilienc...

Ho Woei Chen, economist for United Overseas Bank Ltd gives her take on Budget 2015, what were the highlights and what stayed status quo. She also comments on what could potentially derail the government's GDP targets 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 the poor external environment, the recent strong jobs report, Fed rate increases and timetable, a short-term market view, what it needs to find its footing and whether he thinks the Fed is justified in being concerned over the U.S. economy's ability to withstand for...

Dodge O Dorland, chairman and chief investment officer of Landor & Fuest Capital Managers in New York gives his view on whether it will prove to be another tumultuous week following the IMF's pessimistic view on global economic recovery. He also gives his take on whether the Eurozone's gloom will spread to the UK and whether, following Alibaba, investors have IPO fatigue. See omnystudio.com/li...

Tim Mulholland, Managing Partner, China-America Capital Company, in Italy, discusses the US share market's bipolarity behaviour, its forward guidance about future interest rates and how investors are digesting the Fed's rates disclosure policy when read against geopolitical tensions and weak European growth. See omnystudio.com/listener for privacy information.

Dr. Shankaran Nambiar, Senior Fellow, Malaysian Institute of Economic Research talks about the upcoming budget, gives his take on what is needed to come out and what is expected to come out. See omnystudio.com/listener for privacy information.

The Fed is caught between committing to policy which is too easy and guidance that reflect tightening. Nevertheless, the US cheered the release of yesterday's minutes. See omnystudio.com/listener for privacy information.

We take a look at warrants of sectors that may see some lift according to an analyst report, which include oil and gas as well as construction driven by the government's continued ETP programme. However, on the flip side, sectors such as the consumer segment and automotive may see some bad news according to a report by AllianceDBS  See omnystudio.com/listener for privacy information.

IMF has cut its global growth forecast which also comes on news of German industrial output suffering its biggest monthly decline in 5 years. See omnystudio.com/listener for privacy information.

Singapore will undergo a series of structural adjustments to enhance the competitiveness of its economy through less dependence of foreign labour. The nation's economy grew at a moderate pace of 3.1% arising from smaller net exports. See omnystudio.com/listener for privacy information.

There is more evidence of the US economy turning around with higher employment numbers despite falling labour participation rates. See omnystudio.com/listener for privacy information.

Continued strength of the USD is causing weakness in Asean currencies. The question is how much havoc this will cause. See omnystudio.com/listener for privacy information.

Kingsley Jones, Founder and Chief Investment Officer of Jevons Global, discusses the ECB's leaving left interest rates unchanged, HK/China strife from an open capital market standpoint, and lower oil prices See omnystudio.com/listener for privacy information.

The cocktail of strong USD and weak China is throwing the commodity markets into a bear market. The read on China itself, on how they will handle the Hong Kong protests and the kind of signals they are sending about stimulating the economy, is still tentative. See omnystudio.com/listener for privacy information.

Wellian Wiranto, economist for OCBC Bank talks about the speed bumps that Indonesian president-elect Jokowi could face. He talks about what is first on Jokowi's to-do list, and dissect the recent Indonesian plantation bill and what it will mean for Malaysian plantation companies. See omnystudio.com/listener for privacy information.

We take a look at the warrants for Goh Ban Huat and SKP Resources. Goh Ban Huat saw its share price take a hit on the news that it isn't going into oil and gas. SKP Resources, which is currently suspended, is said to be a target for consolidation with Tecnic Group Bhd. See omnystudio.com/listener for privacy information.

The HSI fell almost 2% with the ongoing demonstrations in Hong Kong. This adds another layer of risk premium to China investments on top of the economic slowdown, shadow banking and governance issues. See omnystudio.com/listener for privacy information.