Market Watch

Simon Hopkins, Chief Executive of Milltrust International talks about generating real return, hedging against inflation and his approach to 2014. He was in town recently for the ASEAN Wealth Management Summit.  See omnystudio.com/listener for privacy information.

It's deja vu as Alan Greenspan, ex Fed Chairman weighs in on the bubble debate. Plus: Will markets be spooked by Diaoyu/Senkaku? See omnystudio.com/listener for privacy information.

Luz Lorenzo, Head of Research and Economist at Maybank Kim Eng, the Philippines talks about: - impact of a natural disaster on GDP - the Philippines’ Q3 GDP rose 7% yoy, the slowest in more than a year. What full year growth could look like.  - reconstruction efforts should spur economic activity and subsequently, GDP in 2014 - the Philippines’ national finances are in good shape?...

A look into the latest economic figures from the US plus what's been affecting the Australian market. See omnystudio.com/listener for privacy information.

Gary Dugan, Chief Investment Officer for Asia & Middle East, Coutts & Co Ltd talked about investment opportunities - the Philippines, Thailand, Malaysia - forex - attractive, dangerous - commodities - approach He was in town for FT's ASEAN Wealth Management Summit recently.  Coutts & Co Ltd is a private bank and wealth manager. It is one of the world’s oldest banks (founded...

Howard Wong, Head of Research at Maybank Kim Eng, Hong Kong talked about China’s reform:  - has enough been done to give the private sector more opportunity to invest in state-owned enterprises (SOEs) and in areas such as banking - one of the pledges included allowing the market to decide prices of utilities such as water, electricity and resources such as oil, natural gas and tran...

We look at IJM Corp 3336CQ  warrants and Maybulk 5077CK warrants in this week's episode. IJM Corp had released quarterly results recently, while Maybulk's due to release results this week.  See omnystudio.com/listener for privacy information.

We talk to Michael Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco about current valuations of US stocks, low volatility index, differentiation occuring between taper and interest rates movements, the impact of China buying less foreign reserves on US interest rate and its implications for China's economic competitiveness. See omnystudio.com/listener for priv...

 Lee Cheng Hooi, Regional Chartist at Maybank Kim Eng talks about where the broader market is headed and three technical buys: Kossan Rubber Industries, GHL Systems and Inari Amertron. BFM's Khoo Hsien Chun speaks with him. See omnystudio.com/listener for privacy information.

Robert Pavlik, Chief Market Strategist at Banyan Partners in New York discusses Iran's nuclear accord, its impact on Gold and other markets, record highs being posted for the Dow and S&P, John Hussman's views that equity markets are in overvalued territory, the Fed taper and Bitcoins as a viable alternative to the dollar, with money printing and the devaluing of fiat currencies. See omnystudio...

RHB Research analyst Loong Kok Wen talks about UEM Sunrise’s Q3 results: - versus expectations, aside from land sales  - UEM Sunrise fast achieving its KPIs?  - property cooling measures from Budget 2014  - property curbs on foreigners in terms of tax and curbs on transfer of ownership  - the change in Johor’s weekend days to Friday- Saturday - launch of two project...

Benny Lee, Chief Market Strategist of Jupiter Securities: - broader market ie KLCI - more solid this week, or jitters ahead? - potential market catalysts: - results season: UEM Sunrise, Wellcall, Maybulk, Eksons, Genting, Sime Darby for starters - what he's up to this week See omnystudio.com/listener for privacy information.

Robert Levitt, CEO of Levitt Capital Management talks about how the outlook remains cloudy for the markets as they mull over a future without QE. He also addresses the situation in Europe if negative rates become a reality as well as whether the re-emergence of the tensions between China and Japan will shake the economy.  See omnystudio.com/listener for privacy information.

Tan Chi Wei, analyst at Maybank Investment Bank discusses TimedotCom’s q3 results: - Time dotCom’s Q3 core net profit was overall in line, excluding the RM7m dividend income from Digi - what else stood out amongst the results? Noted that your call and target price remained unchanged at RM4.40. - details on new possibilities with an emphasis on regional wholesales bandwidth, internation...

Mohshin Aziz, analyst at Maybank Investment Bank talks about 3Q2013 results for the aviation sector:  - MAS disappointed, AirAsia’s was slightly below while Air Asia surprised positively. Impact on forecasts for 2013. - yield deterioration - likelihood of airlines calling a truce on the fare war - main revenue driver for next year - primary risk to the business - looks like MAHB's the b...

Mikio Kumada from LGT Capital Partners in Hong Kong talks about the worries concerning China's banking system, the most recent concern that the smaller banks will inevitably fail. He also addresses the performance of the Yuan as well as the question as to whether investing in emerging markets will offer some protection against inflation.  See omnystudio.com/listener for privacy information.

Looks like easy monetary policy will continue. Record Japanese IPOs and record bitcoin price may be a reflection of that. See omnystudio.com/listener for privacy information.

HwangDBS Analyst Quah He Wei discusses TSH Resources' 3Q2013:  - core profit beat expectations at RM40.9m.  Likely to continue? - plans for additional RM195m cash to its war chest from the disposal of its 16% stake in Pontian United Plantations - outlook for CPO prices - Palm Kernel prices boosted by recent Typhoon Haiyan - Call and target price for TSH Resources See omnystudio.com/liste...

Dr. Michael A. Yoshikami, Founder & CEO of Destination Wealth Management in San Francisco talks about the landscape for 2014 and whether the markets are really ready for the taper (despite the numerous warnings beforehand). He also talks about China's changes in policy and question marks over the price of gold. See omnystudio.com/listener for privacy information.

We discuss 7108WA MK Petra Perdana warrants hot on the heels of Perdana Petroleum's Q3 results, followed by Sersol Bhd's warrants 0055WA MK Sersol Technologies. The latter was amongst the most actively traded warrants the day before.  See omnystudio.com/listener for privacy information.

Lee Cheng Hooi, Regional Chartist at Maybank Kim Eng talks about where the KLCI is headed this week, and three technical buys: SapuraKencana Petroleum, PIE Industrial and Wellcall Holdings. BFM's Khoo Hsien Chun speaks with him. See omnystudio.com/listener for privacy information.

Jerry Lee, RHB Research analyst talks about Malaysia Airlines' (MAS) Q3 results. MAS reported a yoy net loss of RM375m for Q3, on the back of a 12.7% increase in revenue to RM3.9bn. Notably, MAS Q3 core net loss was more than 4x higher than previous year's. He discussed: - other key points from the results - impact of massive fair discounting on yields - maintaining MAS' market share - load factor...

Tan Sze Chiah, Head of Retail Research at Maybank Investment Bank talks about: - Seremban-based property developer Matrix Concepts Q3 results, which are due to be released today and potentially a dividend pay-out - what else he likes about Matrix Concepts, aside from its net cash position - risks such as recent measures in Budget 2014 to curb property speculation, volatile external environment - a...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York talks about what to expect for the first half of 2014 for the US. He also discusses possible deflation in Europe and what are the deeper implications of the Dubai Airshow. See omnystudio.com/listener for privacy information.

Alex Lu, next trade blogger talks about where the KLCI is headed this week. He also covers stocks in the news - Bumi Armada, KPJ Healthcare and Magna Prima. He also touches on some of the companies which are due to issue results this week: MAS, IOI, Media Prima, JTI, UMW. He ends with what he's recommending to his clients.  See omnystudio.com/listener for privacy information.