Market Watch

Tee Sze Chiah, Head of Retail Research at Maybank Investment Bank talks about the National Automotive Policy (NAP) which is scheduled to be announced next month:  - mandatory inspection for vehicles - similar policies in neighbouring countries - impact of power hike, petrol hike, toll hike and GST in April 2015 on vehicle demand - likelihood of abolishment of AP policy - wishlist  - stoc...

Head of Alliance Research, Bernard Ching discusses how 2013 was and what's next for 2014:  - the year that was - catalysts for earnings growth momentum in 2014 - strategy for 2014 - sectors that seem popular are the ones related to ETP, oil and gas - which ones  he likes - top buys See omnystudio.com/listener for privacy information.

Simon Qian, analyst at Maybank Kim Eng, Hong Kong talks about Ctrip.com International, China’s largest online travel agent. He discusses:  - its business model - dealing with intense competition in the online travel space, especially from Qunar and Baidu - Ctrip.com's margins vs its peers  - its in a net cash position, PEs in the 30something range though, and expected to come...

Ben LeBrun, Market Analyst @ Options Express in Sydney discusses U.S. Congressional negotiators reaching a budget accord and its implications for equity markets, S&P's lowering of its U.S. growth forecast, taper speculation and CNBC's forecasts for Asia in 2014. See omnystudio.com/listener for privacy information.

Alvin Liew, Senior Economist at UOB Singapore talks about his outlook for 2014:  - China morphing into an end consumer, with a focus on domestic consumption - this still holds despite single-digit growth forecast of 7.5% in 2014? - how SEA can benefit from China morphing into an end consumer?  - how to benefit from increasing intra-regional trade, with China targeting USD1 trillion by 20...

Tee Sze Chiah, Head of Retail Research at Maybank Investment Bank talks about his outlook for the banking sector come 2014. He addresses: - earnings drivers in 2014 - segments that could shine next year- corporates, Islamic - likelihood of a repeat of negative factors of 2013 in 2014 - impact of AMMB’s RM120m exposure to Blumont, Asiasons, LionGold in Singapore - top picks: AMMB, HL Financia...

Khoo Hsien Chun speaks with Jahangir Aziz, Head of Emerging Asia Economics at JP Morgan, Singapore about some overall themes he's anticipating next year, whether China's growth is slowing, the countries with the sunniest outlooks, potential problems with inflation trends, turmoil in the Thai economy and his recommendations. See omnystudio.com/listener for privacy information.

Democrats and Republicans are trashing out a new deal for the budget which took the S&P500 to new highs. See omnystudio.com/listener for privacy information.

Benjamin Oh, analyst at Maybank Kim Eng, Singapore talks about the recent riot in Singapore and his outlook for 2014:  - STI's underperformance in 2013 - what the street expects in 2014 - themes/catalysts - sectors that could outperform - star picks BFM's Khoo Hsien Chun speaks with him.  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 reality of an early Fed taper, as well as the mixed signals coming from Europe. He also talks about the WTO agreement and how its a positive step forward given the difficulties in getting everyone to agree. See omnystudio.com/listener for privacy information.

Samuel Yin talks about Astro's Q3 2014 results: - quick take on 9M2014 results - update on market share of TV adex and radio adex - power hike, petrol hike dampening consumer sentiment - impact on revenue - which programs are the most popular - hint: it's not foreign content - higher content cost - FIFA World Cup and BPL - outlook for Astro - top pick for the sector - outlook for media sector BFM'...

Joyce Liu, investment analyst at Phillip Futures, Singapore talks about gold:  - gold price peaked more than two years ago and has dropped by more than a third since. how much lower? - is the worst over for precious metals? - any reason for gold prices to rebound? - recommendations See omnystudio.com/listener for privacy information.

Tee Sze Chiah, Head of Retail Research at Maybank Investment Bank  talks about:  - KLCI registering positive returns in December for the past five years - this December should be no exception? -  suggested stocks to ride on  - reaction to news of buyout offer for Help International - water-related stocks in the limelight  BFM's Khoo Hsien Chun speaks with him.  See om...

Tim Mulholland, Managing Director of China-America Capital Company talks about the recent crackdown by China's central bank on the use of virtual currency Bitcoin by Chinese financial institutions. He also talks about how to expect more of the same from the US market, and whether the economic numbers are strong enough to sustain during 2014. See omnystudio.com/listener for privacy information.

Maria Lapiz, Co-Head of Research, Maybank Kim Eng Thailand talks about the economic implications of the protests in Thailand, which have been paused today for the King's birthday. She also discusses: - how it differs from previous protests - Bank of Thailand reduced rates by 25 basis points when inflation is going up 1.92% in Nov. Panic mode? - year to date, the Stock Exchange of Thailand has been...

Alan Chua, Executive VP and Portfolio Manager at Templeton Global Equity Group, Singapore talks about his outlook for2014 and recommended strategy.  He tells us why he's keen on pharmaceuticals, biotech and financials, as well as which ones.  See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst @ Options Express in Sydney talks about whether the Australian Reserve Bank needs to do more after economic growth came in slower than expected. He also talks about China's growing attempts to branch out, and whether the WTO still matters in a world of bilateral blocs and partners. See omnystudio.com/listener for privacy information.

We discuss TNB's warrants 5347C4 Mk and 5347C5 MK after the tariff hike announcement sent TNB's shares soaring to RM12.60 yesterday.  See omnystudio.com/listener for privacy information.

The expansionary numbers shown by the purchasing managers' indices (PMI) across the world may not necessarily mean the world economy is out of the woods. Plus, Japan takes the QE idea up a few notches. See omnystudio.com/listener for privacy information.

Suresh Ramanathan, CIMB Head of Regional Rates and FX  strategy talks about the ringgit forecast for year end and 2014, North Asia and South Asia currencies, which one's he's bullish on, US dollar and his recommendations.  See omnystudio.com/listener for privacy information.

Suhaimi Ilias, Group Chief Economist at Maybank Investment Bank talks about Tenaga's tariff hike, which is effective 1st January 2014. He discusses his reaction, potential impact on rates and GDP and impact on Malaysia's credit rating.  BFM's Khoo Hsien Chun speaks with him.  See omnystudio.com/listener for privacy information.

Joe Quinlan, MD and Chief Market Strategist at the US Trust-Bank of America Private Wealth Management in New York talks about the recent ISM figures for America and whether people should pull back on their worrying. He also talks about China's increasingly public investment face and says that people should expect more of that in the coming year. See omnystudio.com/listener for privacy information.

Benny Lee, Chief Market Strategist at Jupiter Securities talks about:  - KLCI's behaviour, considering global market strength and UMNO General Assembly this week - Syariah-compliant list - excludes the likes of Bumi Armada, Dutch Lady Milk Industries, Tan Chong -  interesting names, chart-wise? - CPO prices  - what next for the last month of the year. - stocks he's watching - not bu...

Wong Chew Hann, Head of Research at Maybank Investment Bank talks about Q3 results season:  - how companies performed - upgrades - downgrades  - impact on outlook for rest of the year - SC's syariah compliant list BFM's Khoo Hsien Chun spoke with her.  See omnystudio.com/listener for privacy information.

Thanksgiving and Black Friday retail numbers were mild but there may be some interesting investments. See omnystudio.com/listener for privacy information.