Market Watch

Arhnue Tan, Analyst for Alliance Research, discusses the prospects of TH Heavy Engineering Bhd and the company's outlook for the coming year. She discusses the colour of TH Heavy's orderbook and what will be the catalysts for the company going forward See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst, Options Express in Sydney, discusses earnings quality of BHP together with their dividend-paying ability See omnystudio.com/listener for privacy information.

Today on Warrants Wednesday, we look at LBS Bina's decision to buy into loss-making VTI Vintage Bhd, through a placement exercise that includes warrants. We look at LBS' own warrants and how the company has performed over the years. In addition, awash in a sea of Call Warrants, today we take a look at what a Put Warrant is. See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and Chief Executive Officer, Destination Wealth Management in San Francisco, discusses the upcoming Fed minutes, the future of Quantitative Easing, the two consecutively weak employment reports, the effectiveness of Brent crude, which critics claim is a "broken" benchmark and further calls to fully internationalise China's currency. See omnystudio.com/listener for...

Wellian Wiranto, economist from OCBC Bank, gives more granularity into the recently released 4Q GDP which surprised on the upside. In particular private consumption is still strong amid high household debt. It also remains to be seen whether private investment which came in strongly bodes well for FDI. See omnystudio.com/listener for privacy information.

John Vail, Chief Global Strategist of Nikko Asset Mangement, discusses valuation and further catalysts in the Japanese market. See omnystudio.com/listener for privacy information.

Francis Eng, Chief Investment Officer at UOB Asset Management, discusses whether the KLCI is overpriced at 17x PER and the question of whether small cap companies in Malaysia have been overpriced. See omnystudio.com/listener for privacy information.

Roshan Padamadan, Fund Manager from Luminance Global Fund, dissects what it means from a market perspective when Malaysia is labelled a middle-income trap and how this affects investment strategy. See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst, Options Express in Sydney, discusses the rebound in prices, the Aussie resource sector his views of commodities in general, and China's January trade data. See omnystudio.com/listener for privacy information.

Today on Warrants Wednesday, we take a look at the financial and oil&gas sector. The financial sector is poised to see headwinds going forward, while we also look at the behemoth that is SapuraKencana as it completes its acquisition deals. See omnystudio.com/listener for privacy information.

Dr Michael A Yoshikami, founder and chief executive officer of Destination Wealth Management in San Francisco discusses new Fed Chair Janet Yellen's first monetary policy speech and the key takeaways. He also talks about fears of deflation in Europe and whether the UK economy is back in vogue. See omnystudio.com/listener for privacy information.

Suresh Ramanathan, Head of Regional Rates and FX Strategy at CIMB, discusses interest rates projections, the  Ringgit vis-a-vis the SGD and Malaysia's debt. See omnystudio.com/listener for privacy information.

A look into the posturings of China and Japan in the territorial disputes and how this will affect markets 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 odd job numbers, which was the result of the bad weather at the end of 2013, and whether it would end up affecting the Fed's decision to cut back on taper. He also talks about the weakness seen in China's banking system and whether the government is doing enough to stem...

Tim Mulholland, Managing Partner for China-America Capital Company in Chicago talks about the European Central Bank's "Will They or Won't They" stance on the interest rates. He also talks about how the reaction to China's weaker economic figures is somewhat overblown and what is there to look for ahead. See omnystudio.com/listener for privacy information.

Patrick Chang Head of ASEAN equities at BNP Paribas gives us his views on opportunities in Thailand and Indonesia in a background of political turmoil and emerging market volatility. See omnystudio.com/listener for privacy information.

Discretionaries are in the spotlight. So is the Australian Dollar after the RBA departed from it's longstanding accomodative stance. See omnystudio.com/listener for privacy information.

For this Warrants  Wednesday  we look at AirAsia X and Coastal Contracts. AirAsia X has just been awarded its Air Operator's Certificate for Thailand, and is preparing itself for its expansion. Coastal Contracts is seen positively by analysts, as it attempts to beef up its order book. See omnystudio.com/listener for privacy information.

Dr Michael A Yoshikami, founder and chief executive officer of Destination Wealth Management in San Francisco talks about whether it is time to bottom-fish the emerging markets as well as the increasing appeal of Wall Street as the US starts to show economic recovery. He also talks about the sell down on the Nikkei and as to how he is positioning his portfolio for the coming months. See omnystudio...

Joe Quinlan, the Managing Director and Chief Market Strategist, US Trust-Bank of America Private Wealth Management in New York talks about Dow Jones' stumble on weaker economic data and whether it will be a persistent issue. He also talks about the improving economic conditions in Europe, as well as current rout the emerging markets are going through.  See omnystudio.com/listener for privacy...

Joyce Liu, investment analyst at Philip Futures, Singapore talks about gold: -is the worst over for gold? -competitiveness of COMEX in comparison with gold contracts around the world. -recommendations See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California talks about the recent fragility of the emerging markets following disappointing economic numbers and unexpected interest rate spikes. He answers whether this will be enough to convince the Fed to re-think the taper and whether there will be more nasty surprises in the offing. See omnystudio.com...

Benny Lee, technical analyst at Jupiter Securities looks at the historical behaviour of the local stock market prior to or after Chinese New Year plus stock recommendations. 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, discusses the recent slide in emerging markets currencies, global investor concerns with the China shadow banking sector, the US taper and the effect if at all on his equity market strategy for 2014. See omnystudio.com/listener for privacy information.

Suresh Ramanathan, Head of Regional Rates and FX Strategy at CIMB, discusses the recent emerging market currency rout, implications for Asian currencies, Thai baht and its domestic concerns, the Indonesian rupiah (and outlook) as well as the Ringgit vis-a-vis the SGD.  See omnystudio.com/listener for privacy information.