Market Watch

Dodge O Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York talks about the recent run in the S&P and what will continue to drive it. He also talks about what could be the possible announcements from President Obama's visit to Europe and whether additional sanctions loom on the horizon. See omnystudio.com/listener for privacy information.

Tim Mulholland, Managing Partner, China-America Capital Company in Chicago, comments on the recent announcements from the Federal Reserve about a change in interest rates sooner than expected. He also talks about the recent changes in China and whether the dust has truly settled in Crimea and Russia. See omnystudio.com/listener for privacy information.

Bharat Joshi, Investment Manager for Aberdeen Asset Management talks about the recent spate of buying by the property companies and whether there is a chance of oversupply in the market. He talks about the outlook for the rest of the year and what pockets of value he still sees. See omnystudio.com/listener for privacy information.

We talk to Dr Michael A Yoshikami, founder and CEO of Destination Wealth Management in San Francisco over Russia's annexing of Crimea and what the economic implications will be. We also talk about recent moves by the China central bank concerning the Yuan and the impact on the economy. See omnystudio.com/listener for privacy information.

This week we look at Kian Joo, which has been in the news following interest by Toyota Tsusho Corp and whether the board's decision to go the legal route will have an impact on the share price. We also revisit Coastal Contracts, which has seen both its mother share price and warrants share price climb on improved earnings visibility. 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 Crimean crisis, China's decision to double the yuan's daily trading range to 2 percent, its implications for Emerging Asian currencies (ringgit included), upcoming FOMC meeting, the federal funds rate and whether the Fed completely abandons its quantitative guid...

Andrew Wong Yoke Leong, Chief Investment Officer of Equities at AmInvest gives us an idea of what is affecting Asean markets these days. Also how investors would deal with issues of governance and contract sanctity after Kian Joo directors ruled out talking with TTC and after the government sent mixed signals of invoking WASIA on water players. See omnystudio.com/listener for privacy inf...

Investors are battling government in the latter's attempt to overhaul the US mortgage sector. This has led to sharp falls in the mortgage agencies share prices. See omnystudio.com/listener for privacy information.

Yuan's weakening suggests an accomodative signal by China but would this lead to competitive currency devaluations in the region? Also an update of whether a more aggressive wage policy can reverse devaluation in Japan. See omnystudio.com/listener for privacy information.

Joyce Liu, Investment Analyst at  Philip Futures looks into Ukrainian impact on Gold, Oil and Base Metals See omnystudio.com/listener for privacy information.

Joe Quinlan, Managing Director and Chief Market Strategist of US Trust-Bank of America Private Wealth Management in New York, discusses the possibility of another round of the currency wars last seen in Asia in 2010, the blooming cold war between Japan and China, Japan's still-tepid economy, how he think the BOJ will react and the US market's now 5-years-old bull market, which some sceptics have d...

The unwinding of carry trades will exacerbate downside yuan movements. Prospects of regional competitive devaluations are also high. Plus strengthening of the ringgit opens some trading opportunities. See omnystudio.com/listener for privacy information.

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, New York takes us through the political and economic implications the almost US$4 trillion budget unveiled by Obama last week. Also a quick work on Ukraine. See omnystudio.com/listener for privacy information.

Something we don't do often enough on our local market watch - talking about the state of the bond market. Hanifah Hasim, Head of Malaysia Fixed Income and Sukuk at Franklin Templeton Investments takes us through that today. See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and Chief Executive Officer, Destination Wealth Management in San Francisco, discusses a possible repeat of the Cold War, significance of Ukraine to the world economy, buying opprtunities and positive data. See omnystudio.com/listener for privacy information.

Today we look at warrants related to water stocks, namely Puncak Niaga Holdings Bhd and Engtex Group Bhd. Following the resolution of the water issue, a number of water stocks saw a jump, however it was unable to be sustained. So we take a look at three warrants and what the prospects of the companies are. 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 the march of Russia into Ukraine and what it means or the global economy. He also talks about the Chinese Yuan and weaker economic figures and whether people should worry as well as what to look out for as the first quarter comes to a close See omnystudio.com/listener for privacy...

Technical readings for FBMKLCI, water stocks (Puncak, KPS, Engtex) and CPO. See omnystudio.com/listener for privacy information.

Vasu Menon, Vice President of Wealth Management at OCBC talks to us about the salient features of the recent Singapore budget which seeks to address some of the more glaring socio-economic grouses. See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and Chief Executive Officer, Destination Wealth Management in San Francisco, discusses Chinese yuan decline, Home Depot and Macy's report earnings, home price and consumer confidence data in relation to the S&P 500 for another run at yet another all-time high. He also discusses oil prices and suspended trading on Mt Gox, the troubled Bitcoin exchange. See omny...

Today on Warrants Wednesday we look at Global Oriental's prospects as the company embarks on a rights issue that comes with warrants. We look at the company's numbers and its future plans. In addition, we also take a look at call-warrants that are leveraged on big name overseas companies such as Google. See omnystudio.com/listener for privacy information.

Grant Bowers, Portfolio Manager, Franklin U.S. Opportunities Fund, Franklin Templeton Investments, discusses upcoming US economic data: Weekly jobless claims, Chicago Purchasing Managers Index and February ISM manufacturing index and employment reports. He also offers broad views on the US economy, the Chinese yuan's recent decline (its biggest weekly loss against the U.S. dollar in over three yea...

Dodge O Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York talks about the situation in Ukraine and what will the economic implications be. He also discusses potential catalysts for the emerging markets, the US as well as Europe. See omnystudio.com/listener for privacy information.

Patrick Chang , Head of ASEAN Equities at BNP Paribas Investment Partners Malaysia gives some clarity on how Wilmar's buying policy will affect plantations stocks as well as outlook for the sector. See omnystudio.com/listener for privacy information.

Robert Pavlik, Chief Market Strategist for Banyan Partners, LLC, in New York talks about the economic numbers coming out of the US and whether it is of concern or due to the freak weather. He also talks about the unrest in the Ukraine and the fall out from the protests as well as on Mark Zuckerberg's Whatsapp purchase. See omnystudio.com/listener for privacy information.