Market Watch

Mikio Kumada with LGT Capital Partners in Hong Kong talks about the upcoming earnings season and what sectors to keep an eye out for for the rest of the year and beyond. He also weighs in on the recent Portugal jitters and whether it will be long term. In addition, he also talks about China's softer trade numbers and movements in its property market.  See omnystudio.com/listener for privacy i...

The bond buying program will end in October according to the minutes of the last FOMC meeting. The language of the minutes also suggest that accomodative policy will continue given benign inflation. This ties in with the weak Eurozone economy as reflected by Germany's latest industrial production read.  Elsewhere Abenomics meet Abottnomics. 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 imperviousness of global markets to the main risks to market stability of geopolitics, (the possibility of) policy reversal and liquidity, the chances of a major oil shock, Joseph Stiglitz's comments that he is "very uncomfortable" with current stock market leve...

Share price of Malaysian Airlines have bounced substantially off its lows since Khazanah made privatisation statements. We discuss restructuring options for MAS as well as where fair valuations stand given recent developments.. See omnystudio.com/listener for privacy information.

Dodge O Dorland, chairman and chief investment officer for Landor & Fuest Capital Managers in New York talks about when a possible interest rate hike could come in the light of better economic numbers. He also talks about the US surpassing Saudi Arabia as an oil producer and whether it will help to quell fears of oil price fluctuations.  See omnystudio.com/listener for privacy information...

Indonesia’s central bank recently cut its full-year forecast to 5.1 percent. But presidential frontrunner Joko Widodo says he is confident the economy can grow more than 7 percent, while Prabowo Subianto plans to boost growth to as much as 10 percent. BFM asks Wellian Wiranto, economist at OCBC Bank, if these expectations reasonable and if the candidates actually deliver on their promises. W...

 Bharat Joshi, investment manager with Aberdeen Asset Management talks about the upcoming Indonesian elections, what the investors think of the differing policies and how it will impact Malaysia's relationship with its neighbour.  See omnystudio.com/listener for privacy information.

Ben Le Brun, Market Analyst with Options Express in Sydney talks about his outlook for the Aussie dollar which has been on an upward trend since late January — its already touched eight-month highs this week. Can it sustain the uptrend and perhaps even hit parity against the US dollar? He also shares his investing resolutions for the start of Australia’s new financial year. See omnystu...

On Warrants Wednesday we take a look at the warrants for Goh Ban Huat and China Stationary. GBH was suspended amid news that it was a possible RTO target and will venture into oil and gas, while China Stationary is under fire for delaying its accounts.  See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and Chief Executive Officer of Destination Wealth Management in San Francisco, discusses the performance of the first half, his outlook for the second, and how he’s positioning his portfolio for the rest for 2014.  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 talks about the health of the US and whether talk of the interest rate change will come sooner than expected. He also talks about M&A's being at an all time high and the implication on companies. He also comments on the moves being seen at the ECB. See omnystudio.com/liste...

Dodge O Dorland, chairman and chief investment officer of Landor & Fuest Capital Managers in New York talks about the geo-political tensions being one of the key components to keep an eye out as the first half of 2014 wraps up. He also discusses inflation in Japan and Mark Carney's moves to cool down housing.  See omnystudio.com/listener for privacy information.

Political stability and money flows from overseas workers have put the Philippines on a solid growth part with falling unemployment and a strong peso. But are there risks to the economy? See omnystudio.com/listener for privacy information.

Mikio Kumada with LGT Capital Partners in Hong Kong talks about the US GDP numbers coming in steeper than anticipated and what it means for the market. He also comments on China's diplomatic efforts with its neighbours and also puts his two cents in about the oil crisis. See omnystudio.com/listener for privacy information.

Econpile will debut trading on Monday, June 30. The stock was more heavily oversubscribed than recent IPOs. Positive construction sector growth factors and attractive valuations probably explain that. See omnystudio.com/listener for privacy information.

US first quarter GDP growth was revised down to -2.9% from the already surprising -1% previously. But investors are likely to ignore this. See omnystudio.com/listener for privacy information.

Today on Warrants Wednesday we take a look at Grand-Flo, a company that is in the business of data management and collaboration, which has decided to go into the business of property. While its normal for companies to diversify, this move into company draws some questions. We take a look at their warrant.  See omnystudio.com/listener for privacy information.

Manu Bhaskaran, Director of Centennial Group International and the Founding Director and Chief Executive Officer of Centennial Asia Advisors, Centennial Group Inc talks about the ever tempestuous situation in Iraq following the seizure of one of its biggest refineries. He also discusses the ongoing Indonesian elections. See omnystudio.com/listener for privacy information.

Ahmad Najib Nazlan, head of sukuk management for Amundi Malaysia talks about the possible standardisation of sukuk globally and what it means. He also discusses the possible growth in the sukuk market in Malaysia and what will drive it.  See omnystudio.com/listener for privacy information.

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses Fed rate comments, its prospective trajectory for policy rates, sectarian strife in Iraq and its impact on Brent crude oil prices and whether there is a plan on World Cup-related stocks. See omnystudio.com/listener for privacy information.

Tim Mulholland, managing partner for China-America Capital Company in Chicago talks about how the market is taking in the US economic data as the Fed continues to taper on schedule. He also comments on oil prices, the Iraq situation, China-UK ties and Shinzo Abe's resolve. See omnystudio.com/listener for privacy information.

Hanifah Hashim the head of Malaysia fixed income and sukuk for Franklin Templeton comes on to talk about the recent trends in sukuk regionally, as well as globally. She also talks about the increased appetite for Islamic funding and what it means See omnystudio.com/listener for privacy information.

Kingsley Jones, founder and chief investment officer of Jevons Global talks about the recent movements of the Federal Reserve, which is on track with its tapering programme. He also talks about the drop in direct foreign investment in China, Mark Carney's latest moves and the tussle between Russia and Ukraine.  See omnystudio.com/listener for privacy information.

In the wake of Iraq closing its biggest refinery, all eyes are on the oil prices. We take a look at SapuraKencana's warrants, even as the company announces a bumper crop of deals. We also take a gander at IJM Land, which is in the midst of privatisation.  See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and Chief Executive Officer, Destination Wealth Management in San Francisco, discusses the IMF cutting its U.S. GDP growth forecast, inflation and its key rate policy, its possible tightening policy and a brewing oil crisis in Iraq.  See omnystudio.com/listener for privacy information.