Market Watch

Joe Quinlan, Managing Director and Chief Market Strategist, US Trust-Bank of America Private Wealth Management in New York, discusses hedge funds, for the first time, losing money for three consecutive months despite being in a rising market. He offers a view on the "sharp rotation in the US size and growth/value trades", provides some comments on emerging market stocks, the rebound in high curren...

Mohshin Aziz, analyst with Maybank Investment Bank gives his take on the latest spate of airline earnings. He talks about how yields in Malaysia eroded more than compared to its neighbours, how the Thai unrest will impact the airlines and what a breakup could cost MAS. See omnystudio.com/listener for privacy information.

Daryly Guppy, CEO and founder of Guppytraders.com talks about the technical trends in the Dow Jones and S&P 500. He also gives his take on the US dollar and the Euro, as well as what the trends are for precious metals. See omnystudio.com/listener for privacy information.

Tim Mulholland, managing partner for China-America Capital Company in Chicago talks about the recent gas agreement between Russia and China, and whether this will impact the already fragile relationship the former has with US and Europe. He also gives his take on the recent spate of retail earnings as well as earnings in general and what the surge of interest in China's dim sum bonds means. See om...

MAS, Air Asia and Air Asia X have been heavily traded with sharp price movements. Benny Lee, Chief Market Strategist of Jupiter Securities takes a technical look into this as well as the KL market and plantation sector. See omnystudio.com/listener for privacy information.

Narendra Modi's BJP achieved India's strongest election showing in three decades on the back of his strong investment credentials. The outright majority obviates coalition politics that may give him a firmer hand in policy. However challenges abound. See omnystudio.com/listener for privacy information.

Malaysia recorded a surprisingly strong Q1 GDP of 6.2%. There are increasing expectations that interest rates would go up as a result of this especially given the background of high domestic debt. However, Wan Suhaimie, Head Economist , Kenanga Investment Bank thinks that it's not so simple. See omnystudio.com/listener for privacy information.

Howie Lee, Investment Analyst from Phillip Futures talks about the recent weakening of the SGD and how it has performed compared to the other ASEAN currencies. He talks about the how the SGD has performed versus the MYR and what the outlook for both are. See omnystudio.com/listener for privacy information.

Google and Apple have agreed to stop all lawsuits against each other. But Apple will continue to sue Samsung, the biggest user of Google's Android operating system. Meanwhile AT&T bids for DirecTV amid FCC's recent ruling that had big implications for net neutrality. See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst with Options Express in Sydney talks about the recent announcement by the Australian government about its budget cuts. He also comments on the earnings of the Australian banks as well as what sectors in general will stand up best under the austere budget.  See omnystudio.com/listener for privacy information.

 Given the recent spate of news on plantations we are looking at KLK and Felda Global warrants. Among the news that is affecting plantations includes possibility of drought and El-Nino, where the impact might be felt later in the year, as well as the tax issue in Indonesia. See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and Chief Executive Officer, Destination Wealth Management in San Francisco, discusses China slowdown fears and concerns that its real estate bubble is deflating and the possible implications for its financial system. He also discusses his outlook for global stocks in the shape of the FTSE All-World equity index and which sectors and companies he thinks might be r...

Tim Mulholland, Managing Director of China-America Capital Company weighs in on Alibaba's IPO as the prospectus reveals potential interest conflict between Jack Ma and Alibaba and if this could affect pricing.    See omnystudio.com/listener for privacy information.

Jeffrey Halley, Senior Market Analyst with OANDA discusses if investors will be dumping stocks and running off to enjoy the summer during this pandemic, and how will the new Covid-19 wave affect Southeast Asian markets. Meanwhile demand for junk bonds has skyrocketed. Halley outlines his concerns and what it signals about the markets. See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst for Options Express in Sydney talks about the performance of the Australian market following the tech rout in the US. He also comments as to whether this will deter the listing of Alibaba, set to be among the biggest on record. He also discusses the strong Australian dollar and China's interest in mining assets. See omnystudio.com/listener for privacy information.

Dr Michael A Yoshikami, founder and CEO of Destination Wealth Management in San Francisco comments on the tech rout and whether the companies involved are overvalued. He also talks about whether the posturing in Ukraine will continue and about China's investment in natural resources. 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 speaks to us about the apparent shrugging off of weak Chinese manufacturing data, China's PPP, Indonesia's claim to have emerged from the "Fragile Five" and the rise of the Dow Jones. See omnystudio.com/listener for privacy information.

Benny Lee, technical analyst with with Jupiter Securities talks about whether the FBMKLCI, which is already at high levels, can climb further. He also discusses about plantation stocks and what the new regulations in Indonesia will impact CPO prices as well as the weakening ringgit. See omnystudio.com/listener for privacy information.

US added about 288,000 jobs in April, pushing unemployment down to 6.3% but participation rate is fallen further to 62.8%, it's lowest level since March 1978. In the meantime the FOMC has also cut bond-buying by another $10b/month to $45b in an indication that the Fed may be more confident about the economy. See omnystudio.com/listener for privacy information.

We take a look into key drivers of the somewhat related sectors of banking and property. See omnystudio.com/listener for privacy information.

Mikio Kumada, LGT Capital Partners, Hong Kong talks about the recent spate of economic news coming out of the US and UK and whether it is to be believed. He also speaks on whether the recent surge of interest back into the emerging markets will be sustainable. See omnystudio.com/listener for privacy information.

A look into overstated assets, Deutsche Bank's Q1 net profit of 1.1 billion euros and Nokia's better than expected net profit a midst the appointment of a new CEO. See omnystudio.com/listener for privacy information.

Charges against Yingluck are going to create a political vacuum that will hamper a Thai recovery this year. This is a pity since it is a country that holds much resilience and strategic advantages. See omnystudio.com/listener for privacy information.

We take a look at the implications of Japanese MNCs' sellout of Indian interests. Chinese banks which reported first quarter results are trading at cheap valuations. Do India and China still offer hope from an investment viewpoint? See omnystudio.com/listener for privacy information.

China's first quarter GDP was 7.4%, better than what many analysts expected. The country needs to navigate issues like shadow banking and property sector speculation. We expand discussion to whether emerging markets as a whole is good investment. See omnystudio.com/listener for privacy information.