Market Watch

Dodge O. Dorland, chairman and chief investment officer of Landor & Fuest Capital Managers, gives his take on the uneasy truce between Russia and the Ukraine and whether this will placate investors. He also talks about disappointing US job numbers, Mario Draghi's latest comments and the moment of reckoning for Abenomics. See omnystudio.com/listener for privacy information.

The Bank of Japan upheld its massive stimulus policy under Abenomics in the hopes of reflating the nation. And Europe which cut interest rates may also be on the verge of their own QE a la United States. See omnystudio.com/listener for privacy information.

Ben LeBrun, market analyst with Options Express in Sydney gives his take on the recent developments by Australian central bank and how long he expects rates to hold. He also gives his take on the repeal of the controversial mining tax, US enthusiasm and the direction of bond yields. See omnystudio.com/listener for privacy information.

The changes in rules for ownership of plantation companies and banks as well as the ban on ore exports will probably spook investors in the short term but is probably heading the direction of safeguarding Indonesia's strategic resources over the long term. Support from investors continue to be sustained as the JCI hits all-time highs despite the resolve in reducing fuel subsidies. See omnystudio.c...

The S&P 500 Index which saw its best run since February took a tumble together with energy products, but only slightly as investors are unfazed despite current conflicts in Ukraine, as well as trade sanctions. See omnystudio.com/listener for privacy information.

On Warrants Wednesday, we take a gander at the warrants of both Telekom Malaysia and its sister company Axiata. Both have recently announced their results, so we take a look of how they did and how their share prices have reacted since. See omnystudio.com/listener for privacy information.

Patrick Chang, head of ASEAN equities for BNP Paribas Investment Partners Malaysia, talks about the re-entry of funds into the emerging markets following the S&P 500 highs. He also comments on what markets he is keeping an eye on and what sectors he expects to perform. See omnystudio.com/listener for privacy information.

Joe Quinlan, Managing Director and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York City, discusses recent poorer-than-expected Chinese data, calls for Beijing to ramp up government stimulus measures, heightened expectations for a further rise in non-performing assets, similarly poor Japan data and a view of Shinzo Abe's policies. Quinlan also discusses Ukr...

Ben LeBrun, market analyst with Options Express talks about how long the current euphoria in the market will last. He also gives his take on China's crackdown on foreign companies as well as the developments coming out of Jackson Hole. See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and Chief Executive Officer, Destination Wealth Management in San Francisco, discusses what we can expect from the world's third largest economy in terms of the impact its April consumption tax hike has had on the Japan, as well as if the US is firmly on the recovery track. See omnystudio.com/listener for privacy information.

On Warrants  Wednesday  we take a look at Felda Global and TSH, which could see an impact from a potential rule change in company ownership in Indonesia. As CPO prices continue to soften, we take a look at the 2Q earnings of both and how their prospects are shaping up.  See omnystudio.com/listener for privacy information.

Kingsley Jones, founder and chief investment officer of Jevons Global, gives his take on the comments coming out of Jackson Hole, Wyoming and what impact this will have on sentiment. Even as the S&P 500 hits new highs, he gives his comments on what sectors to keep an eye on as well the developments taking place in Japan and China.  See omnystudio.com/listener for privacy information.

Howie Lee, investment analyst with Phillip Futures gives his view on investors recent flight to the safety of oil and gold and whether this is the trend in SEA. He talks about the overarching concern of interest rate hikes and how prices of gold and oil will trend in the coming months.  See omnystudio.com/listener for privacy information.

Fed Minutes revealed that policy support will continue. There were positive data for unemployment benefits as well. See omnystudio.com/listener for privacy information.

The market will be abuzz with whether BHP Billiton's restructuring would result in some sort of capital management move. This also suggests the attraction of Rio Tinto. See omnystudio.com/listener for privacy information.

On Warrants  Wednesday  we take a look at the latest SPAC warrant to make it on the bourse, namely Reach Energy's warrants. Although the mother share is trading lower than its IPO price the warrants have been flying. We also take a gander at Takaso's warrants on the back of the news that new shareholders have emerged in the company.  See omnystudio.com/listener for privacy informati...

Positive housing numbers in the US keep the Dow Jones bouyant, but Asia will probably have to look closer into the BHP deal   See omnystudio.com/listener for privacy information.

Overnight markets in US and Europe get optimistic about a meeting between the Ukrainian and Russian sides. We discuss whether this is a bottom-of-barrel scraping scenario   See omnystudio.com/listener for privacy information.

The Morning Run Crew discusses a research report that analyses the impact of Indonesia's limits on plantation ownership   See omnystudio.com/listener for privacy information.

Tim Mulholland, Managing Partner, China-America Capital Company in Chicago, talks about the credit situation in China and how the shadow financial system continues to be a concern. He talks about whether this will impact the growth targets of the Asian economies that depend on China. He also comments about the patchy performance of the US stock market and what theme will dominate in the coming mon...

Mohshin Aziz, analyst with Maybank Investment bank talks about MAS' privatisation, what needs to be done and whether it will go through. He also touches on the outlook for the airlines regionally in the light of softer results from Cathay Pacific and SIA.  See omnystudio.com/listener for privacy information.

Ben LeBrun, market analyst with Options Express in Sydney talks about after the mid-year lull what catalysts are likely to move the market. He also talks about the situation concerning China's credit, interest rate changes for Australia and what Japan's disappointing GDP numbers could mean.  See omnystudio.com/listener for privacy information.

On Warrants  Wednesday  we look at two companies who are on the privatisation track, namely MAS and TMC Life Sciences. We take a look at how their warrants have performed since both the corporate exercises were announced.  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 his stocks views as a result of geopolitical events, a weakening Europe, European and German GDP numbers due out, Italy's recession and weak German factory data. He also talks about optimum cash levels. See omnystudio.com/listener for privacy information.

US's decision to attach Iraq will add to the geo-political tensions. However, the US market seems to be brushing this off if last week's strength is anything to go by. See omnystudio.com/listener for privacy information.