Market Watch

It's all about the economy and we look at house prices, earnings and income equality. 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 Japan's largest-ever trade deficit, Shinzo Abe’s stimulus policies, Russia's imminent entry to recession, its impact on China, Japan and Europe, the possibility henceforth of a 'European QE' and Alibaba's valuations and investibility. See omnystudio.com/listen...

We discuss floor valuation for MAS. Mohshin Aziz, Analyst at Maybank Investment Bank also feels Malaysia Airports is expensive, has rising debt and interest costs as well as concerns on the speedy ORAT procedure for KLIA2 See omnystudio.com/listener for privacy information.

The release of numbers out of the US point over the past week point to an economy that is on a recovery path. The US may pick up the slack of China's slowdown. See omnystudio.com/listener for privacy information.

Tim Mulholland, Managing Partner of China-America Capital Company in Chicago talks about the ongoing earnings season and what to look out for in the coming weeks. He also addresses China's GDP numbers and the outlook for the major currencies. See omnystudio.com/listener for privacy information.

Asia's voracious demand for energy while at the same time falling short of production opens up opportunity in the oil and gas space. See omnystudio.com/listener for privacy information.

The latest low inflation numbers reported by US and Eurozone reflects central banks' struggle to reflate their economies. This has also had a negative bearing on the price of gold. See omnystudio.com/listener for privacy information.

On Warrants Wednesday we take a look at two companies that were listed in November 2013, namely Karex Bhd and Berjaya Auto Bhd. Both of their share prices have hit historical highs in the past couple of weeks, have their warrants done the same? See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and Chief Executive Officer, Destination Wealth Management in San Francisco, discusses caution in the market, China data deluge, China broad M2 money supply missing forecasts, questions remain around China's growth, the three week-long selldown in the tech 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 what to expect as the first quarter earnings season kicks off. He also gives his views on Mario Draghi's comments that more easing would be on the cards if the Euro continues to strengthen. See omnystudio.com/listener for privacy information.

Today on Warrants Wednesday, we take a look at how the recent possible listing of one of Malaysian Bulk Carriers Bhd's subsidiaries in Singapore and what it means for the share price. In addition, the water issue continues to rage and we take a look at Puncak Niaga Holdings Bhd after both the mother share and the warrants took a dip yesterday. 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 recent rout in global tech stocks, caution in Asia and Europe markets, IMF's views that there is now only a "substantial decline" in the risk of a renewed global crisis, which developed-market equity markets look the most promising and funds movement into so-called "cyclic...

Dodge O Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York talks about the latest US job numbers and whether its too early to call it a recovery. He also touches on the situation in Ukraine and whether its a contagion risk and whether the emerging markets currencies will hold firm against the dollar. See omnystudio.com/listener for privacy information...

Deficit numbers have soared and jobless claims has gone up but Tim Mulholland, Managing Director of China-America Capital Company, Chicago believes that the US is headed for a stronger footing See omnystudio.com/listener for privacy information.

Ben Le Brun, Market Analyst with Options Express in Sydney talks about the recent shuttering of plants in Australia and what the outlook is for the employment situation down under. He speaks also about the recent bond sale in Australia and what to expect in the second quarter. See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and Chief Executive Officer, Destination Wealth Management in San Francisco, discusses US March manufacturing data, the progress of Abenomics and the possibility of the European Central Bank turning to quantitative easing by buying corporate bonds. See omnystudio.com/listener for privacy information.

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management  talks about the spate of up coming IPOs and what sectors they seem to be targeting. He also talks about Japan's tax hike and what it will mean for the economy See omnystudio.com/listener for privacy information.

Dodge O Dorland explores whether there are shades of the 2000 dotcom bust in the hit taken by tech stocks last week. We also take a look at the Japanese consumption taxes which will be implemented in a few days time and the Taiwan protests of China. See omnystudio.com/listener for privacy information.

Manu Bhaskaran, Founding Director and Chief Executive Officer of Centennial Asia Advisors talks about China's current state of affairs and the implications of its increasing labor cost. See omnystudio.com/listener for privacy information.

Ben Le Brun talks about the fall of the S&P 500 and King Digital's price slump below their IPO. Also, the property and ore prices in Australia. See omnystudio.com/listener for privacy information.

On Warrants Wednesday we talk about Tune Ins Bhd, and how the stock is doing a year on after its listing and what the analysts views on it are. We also touch briefly on Zhulian Corp Bhd, whose share price has seen some weakness. See omnystudio.com/listener for privacy information.

Dr Michael A Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco talks about the recent spate of IPOs entering the US market and what this indicates in term of sentiment. He also talks about what could interrupt the current bullishness of the market and what he thinks of the Alibaba IPO. See omnystudio.com/listener for privacy information.

Petronas reported a 6% production growth last year but there are beginning to be warning signs in the oil & gas sector despite the positive backdrop. See omnystudio.com/listener for privacy information.

The seasonal cold spell would probably not have a lasting effect on US growth. Banks and the housing sector set the backdrop for US outlook. This also raises questions of whether valuations are expensive. See omnystudio.com/listener for privacy information.

Last week, Bank Negara Malaysia's Governor,Tan Sri Dr Zeti Akhtar widened Malaysia's GDP growth range from 5% - 5.5% to 4.5% - 5.5%. We ask Dr. V.Anantha Nageswaran, Chief Economist and Investment strategist of Lumen Capital Investors what this implies. See omnystudio.com/listener for privacy information.