Market Watch

Joe Quinlan, Managing Director and Chief Market Strategist, US Trust-Bank of America Private Wealth Management in New York, discusses geopolitical risk and market complacency, central bank activity, Fed taper and rate movements, FOMC meeting expectations and M&A interpretation. See omnystudio.com/listener for privacy information.

Roshan Padamadan, the Singapore-based Fund Manager at Luminance Global Fund, a global unconstrained investment strategy with a focus on special situations, discusses what he thinks is the most risk-prone sector: airline stocks. He is short Singapore Airlines and Lufthansa Airlines on valuations. See omnystudio.com/listener for privacy information.

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses whether he is convinced that the US economy is underway, his ‘read’ of the Fed's continuation of Its taper ‘glide path’ at this week’s FOMC meeting, his views of the FOMC’s exit principles for QE’s unwinding, the Chinese yuan recording its...

Jimmy Koh, the Managing Director and Head of Investor Relations and Research at United Overseas Bank Ltd, discusses about Singapore's first quarter GDP of 2.3% exceeding the government's earlier estimate of 0.1% growth. Inflation is however creeping up. See omnystudio.com/listener for privacy information.

Irene Mia, the Regional Director for Latin America at The Economist Intelligence Unit, discusses the fundamentals of the Brazillian economy and if the World Cup will have a positive impact on the country. See omnystudio.com/listener for privacy information.

Andrew Wong, Chief Investment Officer for Equities in AmInvest talks about how Malaysia stacks up against its regional peers and what the outlook will be for the coming months. He also touches on the situation in Thailand and what sectors to look out for.  See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst, Options Express in Sydney, Australia, discusses the World Bank's comment that "now is the time to prepare for the next crisis", its list of developing countries for special attention, the Fed's ballooning balance sheet and Emirates' cancellation of its entire purchase of 70 Airbus A350 jets.  See omnystudio.com/listener for privacy information.

Today on  Warrants   Wednesday  we take a look at Scomi Energy's  warrants  and the recent news that it may actually get a risk service contract off Terengganu. The company has been in the red but recently returned to profitability. Now the question is whether the company can continue on its path. We also look at a new  warrant  for the week, from SapuraKencana P...

The listing of Samsung Everland addresses cross-holding issues that plague Samsung and may have ripple effects on Korean market valuations. Citic's asset transfer to Hong Kong listed Citic Pacific seeks to expose the state-owned enterprise (SOE) to international governance standards. See omnystudio.com/listener for privacy information.

Benny Lee, Chief Market Strategist for Jupiter Securities talks about how the market has been performing during the first half of 2014. He also comments about what the second half may look like and what sectors may perform. 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 jobs numbers, which seems to show that the US is back on track. He also talks about the ECB's move and what it means for markets as well as how 1H2014 has stood up to expectations.  See omnystudio.com/listener for privacy information.

Howie Lee, investment analyst for Phillip Futures talks about how Malaysia has done for the first half of 2014, compared to the regional markets. He talks about what sectors are worth a look and what the next two months may look like. See omnystudio.com/listener for privacy information.

Tim Mulholland, Managing Partner for China-America Capital Company in Chicago talks about the move into negative territory by ECB head Mario Draghi. He talks about the impact and what the markets will take away from it. He also talks about China's move to crackdown the use of commodities are collateral and whether it will have an effect on the economy. See omnystudio.com/listener for privacy infor...

The Jakarta Composite Index being valued at about 15x P/E ratio is more expensive than individual stocks suggest. This is because of the high weighting of expensive banking stocks. There are other stocks and sectors to look at. See omnystudio.com/listener for privacy information.

Australia's GDP for the first quarter grew at an annualised 3.5%, which is a strong contrast to the sluggish growth coming from the rest of the major economies See omnystudio.com/listener for privacy information.

Today on Warrant's Wednesday we take a look at YTL Power International Bhd's warrant and the recent announcement of a new power plant. Given that YTLP's power concession is ending soon, a new power project in the stable would prove good for earnings. We also take a look at the warrant for TSH Resources Bhd and its move to increase the size of its oil palm plantation, but outlook remains sketchy as...

Padini has the strong balance sheet to enable continued strong growth. Plus it is also trading cheaply. See omnystudio.com/listener for privacy information.

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York talks to us about how bonds have been performing. Bond prices have gone up and yields have gone down, a phenomenon that is counter-intuitive since the Fed cut back its bond buying programme.  See omnystudio.com/listener for privacy information.

Roshan Padamadan, fund manager for Luminance Global Fund talks about the outlook for milk prices, as soft commodities feel the heat from the changing weather patterns. He talks about how it affects milk companies and other FMCG entities both in Malaysia and globally. See omnystudio.com/listener for privacy information.

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses China's mini-stimulus measures and its official government manufacturing PMI, how its central government should behave next, sentiment on China, the Dow and the S&P again charting fresh highs and how he is advising his clients currently. See omnystudio.com/listener for privacy...

Suresh Ramanathan, Head of Regional Rates and FX Strategy for CIMB discusses his view of why he's bearish on the ringgit despite recent strength and blowout 1Q GDP number. See omnystudio.com/listener for privacy information.

Mikio Kumada with LGT Capital Partners in Hong Kong talks about the recent US GDP numbers and how they aren't as bad as some feared. He also touches on Japan's retail numbers, political tensions between China and its neighbours as well as whether investors have IPO fatigue. See omnystudio.com/listener for privacy information.

Today on Warrants Wednesday, in conjunction with Boustead Plantations launching its prospectus we take a look at Boustead Holdings Bhd's warrant and a snapshot of the company. In addition, with all the steel players up in arms with the government about what they see as dumping by the Chinese steel companies, we take a look at Malaysia Steelworks own warrant. See omnystudio.com/listener for privacy...

Kingsley Jones, Founder and Chief Investment Officer of Jevons Global in Sydney, discusses ECB President Mario Draghi's statements on fresh easing measures, US stock markets' charting fresh highs and US economic data points, Narendra Modi and India's narrowing current-account deficit. See omnystudio.com/listener for privacy information.

The coup in Thailand will still hold the country back but a stabilisation plan and a PM appointment hold out some hope. There are also many fairly established institutions that will guard Thailand's long term economic viability. See omnystudio.com/listener for privacy information.