Market Watch

In light of the developing CIMB - RHB - MBSB merger, we give a roundup on what the analyst recommendations on the other banks in the industry. See omnystudio.com/listener for privacy information.

Benny Lee expects the strong USD and export-tax holiday to support plantation sector performance. See omnystudio.com/listener for privacy information.

Ahead of Budget 2015 and given the government's efforts to widen the tax base, IT services will continue to benefit from not only this but expansion into other government-related digital businesses. See omnystudio.com/listener for privacy information.

The US government needs to do more to bring back offshore money that is trying to avoid taxes included reducing tax rates.  Also, a look into sentiment in the tech sector after snafu in Apple's latest iPhone 6.  China's central bank governor speculated replacement won't result in any policy change. See omnystudio.com/listener for privacy information.

Based on the dissatisfied comments from investors, BHP has decided to transfer "Newco" from South Africa to London. BHP itself rose in London trade as investors cheered the move. Longer term outlook for coal is, however, smoky. See omnystudio.com/listener for privacy information.

On Warrants Wednesday we take a look at the warrants for Sona Petroleum and Matrix Concepts. Sona says it is confident of getting approval of its qualifying asset from the Securities Commission, while Matrix Concepts is aiming to generate RM170 million in GDV from its 2015 financial year onwards. See omnystudio.com/listener for privacy information.

Asean is economically strong enough to withstand the tide of outflows as a result of rising US interest rates. India is a rising force but throwing their weight behind Asean in the disputed water issue with China may not be at the top of their priorities. See omnystudio.com/listener for privacy information.

Joe Quinlan, managing director and chief market strategist for US Trust-Bank of America Private Wealth Managing, gives his view on what catalysts investors will look for after Alibaba's stellar debut. He talks about earnings and how Europe sentiment will weigh heavily going forward. He also gives his take on China and the upcoming flash PMI numbers and whether there will be additional stimulus mea...

Roshan Francis Padamadan, Fund Manager at Singapore-based Luminance Global Fund, discusses Alibaba's IPO, Yahoo and Softbank's stakes and activity in Alibaba and potential governance concerns in the Chinese e-commerce giant. See omnystudio.com/listener for privacy information.

Dodge O. Dorland, chairman and chief investment officer of Landor & Fuest Capital Managers, gives his take on the stellar debut of Alibaba and what to look out for beyond the enthusiasm. He also comments on how the outcome of the Scottish Referendum will change the UK's current economic policy, the lack of take-up for Mario Draghi's QE and the ongoing political tension between China and Japan....

Mikio Kumada, Executive Director, LGT Capital Partners, Hong Kong, discusses the Scottish referendum, the Fed's balancing act between keeping the "considerable period" language versus its rate forecasts, and Alibaba's upcoming IPO. See omnystudio.com/listener for privacy information.

The next Monetary Policy Committee (MPC) meeting will be in November and if data from now till then are soft, analysts' expect interest rates to be on hold at 3.25% till next year. Some are also expecting a short term rally in the bond market. See omnystudio.com/listener for privacy information.

Avtar Sandu, Senior Commodities Manager from Phillip Futures talks about his outlook on CPO, the impact he sees from Malaysia exempting the export tax for the next couple of months as well as global demand trends. See omnystudio.com/listener for privacy information.

The Fed has used accommodative language again to signal that interest rates may stay low for as long as it takes to get the US economy going. Ben LeBrun thinks otherwise. See omnystudio.com/listener for privacy information.

The Morning Run team gives a snapshot of what to look out for this week including whether Janet Yellen goes hawkish or dovish, stimulus for China and whether "William Wallace" sentiment will prevail in Scotland. See omnystudio.com/listener for privacy information.

The dollar-yen trade which weakened the yen substantially is either the result of Abenomics or the believe by traders that USD is likely to strengthen from rising interest rates. Brent crude has also fallen through the $100 mark for the first time in 2 years. We look at implications See omnystudio.com/listener for privacy information.

Mohshin Aziz, analyst with Maybank Investment Bank gives his take on the drop in passenger numbers for MAHB and his outlook for the airlines over the next couple of quarters. He also weighs in on MAS' restructuring and the question of overcapacity. Mohshin Aziz, analyst with Maybank Investment Bank gives his take on the drop in passenger numbers for MAHB and his outlook for the airlines over the n...

How effective are sanctions in general and specifically to get Russia in line? Tim Mulholland also shares how he thinks the tech sector will perform with news of the launch of the new Apple's Phone 6 and Watch. See omnystudio.com/listener for privacy information.

On Local Market Watch, we take a look at the recent spate of news coming out on the plantation sector. From stockpiles to tax exemptions, we give RHB's take on it on a recent report. See omnystudio.com/listener for privacy information.

The British pound tumbled since polls reflected a sharp increase in the Yes vote. This may add to the problems in the Eurozone. The world is also apparently running out of zinc. See omnystudio.com/listener for privacy information.

On Warrants  Wednesday,  we take a look at the warrants of Berjaya Auto and Esthetics International following some recent news announcements.  See omnystudio.com/listener for privacy information.

Daryl Guppy of Guppytraders.com discusses downtrends for the Aussie dollar, gold and silver, and uptrends for the Dow and S&P. 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 Goldmans' market bullishness, the themes driving that optimism, the ECB and Mario Draghi's contributions via its rate cuts and a potential QE, rising US Treasury yields, the Scottish referendum (and the impact on global bonds) and the upcoming Alibaba IPO. See omnys...

The Indonesian President is against imposing shareholding limit as this may raise the threat of litigation. Some Malaysian plantation companies may breathe a sigh of relief on this news. See omnystudio.com/listener for privacy information.

Benny Lee, chief market strategist with Jupiter Securities, talks about whether the recent bull run in the market will continue on until the end of the year. He also gives his comment on whether interest rate fears will impact sentiment. See omnystudio.com/listener for privacy information.