Market Watch

There had been something of a population around the Kajang area also known as South KL. We talk about some of the drivers and ideas for investors.   See omnystudio.com/listener for privacy information.

It's a wonder whether the Ukrainian rhetoric has been factored into markets. Fox abandons Time-Warner. Strikes in Aussie port that is the world's biggest handler of bulk commodities. China's crackdown on tech companies may hurt foreign investments. See omnystudio.com/listener for privacy information.

Helen Tan, Head of Equities, Pacific Mutual Fund, discusses US markets rout last week, weakening sentiment, Malaysian market resilience, sectoral, thematic ideas and ongoing RHB-CIMB-MBSB talks. 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 last week's rout and the chances of a summer selloff, shaky sentiment, the importance of economic performance and corporate earnings growth, cash holdings and market alternatives in volatile times. See omnystudio.com/listener for privacy information.

Dodge O. Dorland, CEO of CIO of Landor & Fuest Capital Managers, discusses last week's market selloff, the bailout of embattled Portugese lender Banco Espirito Santo and the lack of market impact due to Argentina's debt default. See omnystudio.com/listener for privacy information.

We look closer into the kind of policies that investors want to see implemented in Indonesia compared to the pre-election rhetoric. We also compare the economies of Malaysia and Indonesia and discuss which would do better. See omnystudio.com/listener for privacy information.

Wall St fell sharply last night despite US reporting a 2Q healthy GDP growth of 4%. The Argentinian bond default added to the bad news. See omnystudio.com/listener for privacy information.

We look at how gold and palladium can be safe havens during times of geopolitical uncertainties. See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and Chief Executive Officer, Destination Wealth Management in San Francisco, discusses Q2 earnings, the health of the US corporate sector, the impact of declining public investment on growth, the influence this will have on central banks to normalise monetary policy, this week's FOMC meeting, the recent runup in EM stocks, HK-USD Peg and China's very cheap valuati...

Bank Negara's interest rate rise is expected to add to the strength of the ringgit. The market is already looking for another 25bp rate hike but we look at the implications of this to the broader economy. See omnystudio.com/listener for privacy information.

Grant Bowers, portfolio manager for Franklin US Opportunities Fund for Franklin Templeton Investments gives his take on the march of the US economy and the possible revision on interest rates. He comments on how geopolitical tension weighs on sentiment and how the current earnings season is shaping up. See omnystudio.com/listener for privacy information.

Bharat Joshi, investment manager with Aberdeen Asset Management talks about the recently concluded Indonesian elections and how investor sentiment is reacting to Jokowi's win. He also talks about what sectors to keep an eye out for the year to come.  See omnystudio.com/listener for privacy information.

The tech and internet world is abuzz with good earnings. Apple has hit a new high since 2012, driving overall S&P to new highs. Also helping is IMF's belief that the US should keep interest rates low.  Down Under, Credit Suisse says Australia's shrinking stock market is a buy signal. See omnystudio.com/listener for privacy information.

Today on Warrants  Wednesday  we take a look at Sona Petroleum's warrants. Sona, a SPAC recently announced the acquisition of its qualifying asset and as a result there was interest in its share price. We take a look at its warrant, which has come down a little since the start of the week. In addition, we do a roundup of all the telco warrants in the wake of the Big Three releasing their...

Dr. Michael A. Yoshikami, Founder and Chief Executive Officer, Destination Wealth Management in San Francisco, discusses EM market resilience in the face of Russian markets turbulence, market complacency and the possibility of investors being punished for this blasÈ attitude, and safe havens like 10y US Treasuries and gold. 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 market complacency despite simmering geopolitical tensions, potential impact of US mid-term elections, the S&P's 70 sovereign and corporate credit rating downgrades and its focus on Emerging Markets like Argentina, Russia, South Africa and Brazil.  See omnys...

Lim Sue Lin, analyst with AllianceDBS gives her comments on a potential CIMB-RHB-MBSB merger and what it might mean for the banking industry as a whole. She also addresses Nazir Razak's comments on how the merger may not happen if there are unfavourable risks and gives her outlook for the sector.  See omnystudio.com/listener for privacy information.

Dodge O Dorland, chairman and chief investment officer of Landor & Fuest Capital Managers in New York talks about the recent geopolitical uncertainty following the incidents in Gaza and the loss of MH17. He comments on what it might mean for investors, whether further sanctions are in the future of Russia. He also gives his take on the current earnings season in the US See omnystudio.com/liste...

The tragedy brings to the fore geopolitical risks and expensive valuations of the markets. See omnystudio.com/listener for privacy information.

We look into Rupert Murdoch's overture on Time Warner. In other news, some US banks shine and China grows 7.5%. See omnystudio.com/listener for privacy information.

Ho Woei Chen, economist for United Overseas Bank Ltd talks about the current growth trajectory of the Indonesian economy and what are the catalysts that could drive its growth, and what could potentially derail it. She also comments on the fuel subsidy issue and whether there will be a change in monetary policy. See omnystudio.com/listener for privacy information.

For this week's Warrant Wednesday, we take a look at two companies that are making the news, namely Sumatec Resources Bhd and CIMB Group Holdings Bhd and their warrants. Sumatec is in the midst of transforming itself out of its PN17 state by acquiring a new business. As for CIMB, it together with RHB and MBSB are in talks to potentially form a mega bank, so we take a look at whether their warrants...

Dr. Michael A. Yoshikami, Founder and Chief Executive Officer, Destination Wealth Management in San Francisco, discusses Fed Chair Janet Yellen?s testimony to Congress in terms of clarity over its QE exit strategy and the current regime of ultra-low rates. He also discusses Yellen's comments view on monetary policy facing "significant limitations" as a tool to promote financial stability, and his...

Benny Lee, chief market strategist for Jupiter Securities talks about what to expect during the 3Q of 2014 and what catalysts to keep an eye out for. He also talks about what sectors may draw interest in the coming months.  See omnystudio.com/listener for privacy information.

We saw many technology stocks last week falling sharply inlcuding Netflix and Pandora. Cynk Technology was also suspended by the SEC after jumping 36,000%. And Apple was singled out by China for threatening national security. We discuss some ideas in the tech space. See omnystudio.com/listener for privacy information.