Market Watch

Dodge O. Dorland looks into what will influence the decision on Jan 29's Fed Meeting in a background of dicey employment numbers and the emerging market rout. See omnystudio.com/listener for privacy information.

Bharat Joshi, Investment Manager of the Malaysian Equity Fund at Aberdeen Asset Managers gives us his picks of listed Malaysian banks See omnystudio.com/listener for privacy information.

Alexander Chia  Head of Research at RHB assesses the market impact of the National Automotive Policy (NAP) See omnystudio.com/listener for privacy information.

Ben LeBrun, Analyst with Option Xpress in Sydney talks about the movement of the Australian currency and the recent CPI figures and what it all means. He also talks about the recent cold snap affecting commodity prices and the importance of looking at China's PMI figures. See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California, discusses Standard Chartered as a takeover target, Anheuser-Busch InBev's interest in Oriental Brewery, China's 255bn CNY injection, and Chinese contagion worries. See omnystudio.com/listener for privacy information.

Roshan Padamadan, fund manager at Luminance Global Fund, discusses investing ideas in developed and developing markets, premised on fundamentals that are unencumbered by macreconomic developments. See omnystudio.com/listener for privacy information.

Wong Chew Hann, Head of Research at Maybank Investment Bank talks about some of her stock picks for the year: - whether her bullishness on Gamuda since last year continues. Are you as bullish on it this year, or more in love with any other construction stock? - consumer stocks, with price hikes, and inevitable belt-tightening - Time dot Com cited as top value pick - why this, versus other telco st...

Dodge O. Dorland of Landor & Fuest Capital Managers, New York discusses whether European banks will pass the ECB stress test and whether they are better quality than US banks. See omnystudio.com/listener for privacy information.

Ben Le Brun talks about how leading views of China's collapse is at odds with a strong Yuan. See omnystudio.com/listener for privacy information.

Maria Lapiz,  Head of Institutional Research at Maybank Kim Eng, Thailand talks about the ongoing situation in Thailand and what it means for investors. Having lived in Thailand for the past 25 years, she explains if, how and why protests seem different this time. Points covered include: - global investors sold a net $6.2 billion of Thai equities in 2013, the most since Bloomberg began compil...

The George Soros vs Jim Rogers view of China is discussed. The former famously made $2b breaking the Bank of England. Will his negative opinion of China be right this time? See omnystudio.com/listener for privacy information.

We discuss 5983CC MK MBM Resources and 8664CM MK SP Setia warrants in this week's episode.  See omnystudio.com/listener for privacy information.

Luz Lorenzo, Head of Research at Maybank Kim Eng, the Philippines talks about her outlook for the Philippines:  - the Philippines stock market underperformed recently, raising concerns about Bangko Sentral rate hikes in the months ahead. Should we be concerned, or are fears inflated? - the Philippines saw an increase in net FDI inflows of 35% to USD3.4bn in Jan-Oct 2013. This comes in the wak...

Benny Lee, Chief Market Strategist at Jupiter Securities talks about: - broader market -  KLCI widely expected to stage an oversold bounce this week  - YTL Power’s a frontrunner in the bid for an RM11bn project to build a coal fired power plant that will be awarded soon. chart-wise? -outlook for CPO prices, post MPOB data - what he's up to this week  See omnystudio.com/listene...

Desmond Chng, analyst at Maybank Investment Bank talks about: - How would you rate the ability of the corporate sector to pick up slack in consumer loans? - Report mentioned that 2013 saw local banks outperform their regional peers on a relative basis, due to volatility in Indonesia and Thailand - but how did our banks perform versus Singapore? - As much of this outperformance has been reflected i...

Dodge Dorland dives into Intel, the Fiat-Chrysler impending IPO and banking stocks. See omnystudio.com/listener for privacy information.

David Ng, derivative product specialist at Phillip Futures Malaysia talks about crude palm oil: - implications of Libya situation - conversion of other agri land for palm oil production in Indonesia - hiccups toIndonesia government achieving its 5 year plan to increase palm oil output - weak soy prices in US and China markets  - expectations for MPOB and USDA reports, out later today  -...

Alexander Garthoff, Institutional Product Manager at Maybank Kim Eng, Hong Kong talks about his outlook and strategy for Vietnam in 2014: - why he's more positive on Vietnam’s economy - Vietnam’s valuations vs the rest of the region - Vietnam Asset Management Corporation's role and impact - top picks BFM's Khoo Hsien Chun speaks with him. See omnystudio.com/listener for privacy informa...

Fed chairmen have voiced doubts over the benefits of prolonged QE. Does this mean a much faster taper? Ben (Le Brun) talks about (Ben) Bernanke. See omnystudio.com/listener for privacy information.

Steven Chan of Maybank Kim Eng, Hong Kong talks about  - why OCBC is buying Wing Hang  - whether OCBC is paying too much for it - DBS' acquisition of Dao Heng, and whether OCBC can succeed  - why he recommends switching to Dah Sing Banking Group and Dah Sing Financial  BFM's Khoo Hsien Chun speaks with him.  See omnystudio.com/listener for privacy information.

We look at 1619C3 MK DRB Hicom CW14 and 5199 WA MK MYR Hibiscus Petroleum CW14 in this week's episode.  See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California, discusses China's recent steps to curb shadow banking, Japan's consumption tax hike and its fast-falling currency, plus Janet Yellen's role as new Fed President. See omnystudio.com/listener for privacy information.

Tee Sze Chiah, Head of Retail Research at Maybank Investment Bank talks about fund flows on the KLCI, what retail investors can do and what he's watching. BFM's Khoo Hsien Chun speaks with him.  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 slowing Chinese manufacturing data, its swelling debt levels and China's new rules aimed at containing risks in its shadow finance sector. He also chats about new highs on US stocks in the context of the Fed taper and his 2014 outlook for the S&P. See omnystudio.com/listener...

Mohshin Aziz, analyst at Maybank Investment Bank talks about the aviation sector in 2014:  - highlights to look forward to  - Kuala Lumpur projected to be a bigger aviation hub than Singapore and Hong Kong - the best way to invest in this space - amongst the airlines - Air Asia still the firm favourite? BFM's Khoo Hsien Chun speaks with him.  See omnystudio.com/listener for pri...