Market Watch

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, New York discusses his outlook for US manufacturing production in 2014 and the effects of China allowing its local governments to issue bonds as a way of rolling over their debt defaults. See omnystudio.com/listener for privacy information.

Tim Mulholland, Managing Director of China-America Capital Company, Chicago talks about his views for the prospects of markets, the S&P 500, and gold and silver. See omnystudio.com/listener for privacy information.

Julian Ng talks to Suhaimi Ilias, Chief Economist at Maybank Investment Bank about the impact of price hikes to the Malaysian economy in the coming year. See omnystudio.com/listener for privacy information.

Tee Sze Chiah, Head of Retail Research at Maybank Investment Bank, discusses Visit Malaysia Year 2014, the target to attract 28m visitors and the sectors and companies which stand to benefit the most. 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 Chinese Premier Li Keqiang's comments that his government will keep liquidity at an appropriate level in 2014 to "maintain the stability of financial markets" and the broader economy, and especially in light of upcoming Chinese purchasing managers' index (PMI) data.  He also...

Lee Cheng Hooi, Regional Chartist, Research and Economics, Maybank Investment Bank Bhd, discusses his short-term outlook for the KLCI, whether there will be a pre-CNY rally and offers a view on the january contract for KLCI Futures. See omnystudio.com/listener for privacy information.

Dodge Dorland of Landor & Fuest Capital Managers, New York reveals his top three picks for 2014, and advises investors to stay away from bonds and real estate investment trusts. See omnystudio.com/listener for privacy information.

Samuel Yin, analyst at Maybank Investment Bank talks us through his buy call on Genting Malaysia and its RM5 billion expansion, its most ambitious to date. Target price RM4.80. See omnystudio.com/listener for privacy information.

Ong Seng Yeow, Executive Director, Maybank Kim Eng Research in Singapore, discusses China's marine transport sector, Singapore banks and Singapore aviation services. See omnystudio.com/listener for privacy information.

Mikio Kumada, Executive Director at LGT Capital Partners in Hong Kong, discusses his equity market strategy for 2014, strategy for other investment classes, whether the Fed may yet resume QE, the Yen-Dollar cross rates and offers a view on gold prices. See omnystudio.com/listener for privacy information.

Alexander Garthoff of Maybank- Kim Eng investment bank talks about their research note on Universal Robina Corp, a Philippines Consumer stock. 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 talks about the the recent positive US consumer numbers, which end 2013 for the US economy on a high note. He also talks about spiking interbank rates in China and whether it is a short-term phenomenon. See omnystudio.com/listener for privacy information.

Tan Chin Poh of Maybank Kim Eng Research in Singapore talks about the strength of the Singapore Dollar and how it impacts not only the Singapore Stock Exchange but also its regional neighbours. He also talks about whether investors can expect a rally as 2014 dawns. See omnystudio.com/listener for privacy information.

Wong Chew Hann, Head of Research at Maybank Investment Bank talks about how the market behaved the past year in the wake of the GE. She also talks about what sectors were hot for the year and what the year ahead looks like. See omnystudio.com/listener for privacy information.

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses Mexico ending its state monopolies on oil production and the implications for oil prices, North American economic growth and US foreign policy towards the Middle East. He also talks about US Q3 GDP numbers, the effect on the Fed's taper plans and whether he was surprised by the str...

Tee Sze Chiah, Head of Retail Research at Maybank Investment Bank talks about:  - US Fed Reserve taper - is this premature?  - implications for KLCI and retail investors? - back home, the Securities Commission has revised SPAC guidelines. Initial reaction? - looks like it doesn’t have retrospective effect - chances are we might see fewer SPACs coming on board next year? - whether r...

Tim Mulholland, Managing Partner of China-America Capital Company in Chicago, USA, discusses the Fed decision to reduce its monthly bond purchases from $85b to $75b, Bernanke's pledge to keep interest rates low, US housing starts, China’s new-home prices at new highs in November, and fears of a Chinese bubble. He also talks about India's central bank leaving its key lending rate unchanged an...

Ben Le Brun gives his thoughts on how the markets would react to the Fed's decision to reducing its bond-buying programme by US$10b to $75b a month as well as how this would impact gold prices. See omnystudio.com/listener for privacy information.

Tuyen Nguyen, Head of Retail Research at Maybank Kim Eng, Vietnam talks about her outlook for 2014: - bearish or bullish - expectations for Ho Chi Minh stock index  - top picks - Marc Faber's call for investors to go with cash instead  BFM's Khoo Hsien Chun speaks with her.  See omnystudio.com/listener for privacy information.

Lee Cheng Hooi, Regional Chartist at Maybank Investment Bank talks about where the KLCI is headed after its latest all-time high of 1,851.9 and his three technical buys: Datasonic, Matrix Concepts and TSH Resources. He ends with his outlook for 2014.    BFM's Khoo Hsien Chun speaks with him.  See omnystudio.com/listener for privacy information.

Joe Quinlan of US Trust-Bank of America Private Wealth Management, New York discusses  Japan’s Tankan survey results beating expectations and its implications for Abenomics. See omnystudio.com/listener for privacy information.

Jigar Shah, Head of Research at Maybank Kim Eng, India talks about:    - India’s benchmark Sensex share index hit an all-time high last week, boosted by the US taper plans, and India politics. Was that irrational exuberance, or will we be seeing more of that come 2014? - Another bank expects India’s IPO market to reopen next year, if Indian stock valuations are sustained, and...

Abe needs to sustain his popularity to keep Abenomics alive. India market celebrates BJP victories - will it last? Increasing acceptance of taper will also raise tactical questions on the greater emerging market strategy. See omnystudio.com/listener for privacy information.

Wong Chew Hann, Head of Research at Maybank Investment Bank talks about: - theme for 2014 - recommended strategies - favourite sectors - plantation sector outlook with weak demand from China and India - top picks - what to avoid BFM's Khoo Hsien Chun speaks with her. See omnystudio.com/listener for privacy information.

Mikio Kumada, Executive Director of LGT Capital Partners, Hong Kong discusses China's mixed picture on policies, the yuan getting closer to market-determined exchange rates and its effects - will it mean less competitive exports and sale of US treasuries? See omnystudio.com/listener for privacy information.