Market Watch

Mikio Kumada from LGT Capital Partners, Hong Kong talks about the end of the US Shutdown and whether the markets will react positively in the months to follow. However, in the midst of the "circus" he talks about the current earnings season and whether the emerging markets are on the mend. He also comments on Hong Kong's decision to hold firmly to its US peg. See omnystudi...

Howard Wong, Head of Research at Maybank Kim Eng, Hong Kong talks about: - expectations for the Hang Seng 'til end of the year - surprises in the past ten months  - risk appetite on the Hang Seng index - sectors that could do well in the next six months to a year BFM's Khoo Hsien Chun speaks with him. See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst at Options Express in Sydney discusses the looming specter of high debt even after a deal on the debt ceiling has been reached and the impact of the deal on the Australian dollar. In addition, he gives his opinion on the Royal Bank of Australia's intentions behind having a weak Australian dollar. See omnystudio.com/listener for privacy information.

We discuss warrants 5014CI MAHB and 6181 Malton in this week's episode.  See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder & CEO of Destination Wealth Management, San Francisco, talks about the ongoing US debt crisis: whether bankers can do anything to allay market fears, Fitch’s negative watch on the US credit rating and the effects on emerging markets.  See omnystudio.com/listener for privacy information.

Lee Cheng Hooi, Regional Chartist at Maybank Kim Eng talks about whether the KLCI is likely to move into downward correction or continue its uptrend. He also discusses his three buy picks ie Inari, MAHB and Dayang Enterprise. He explains how a triple time frame works as well. BFM's Khoo Hsien Chun speaks with him. See omnystudio.com/listener for privacy information.

Lee Yen Ling, analyst at Maybank IB Research talks about Top Glove's privatisation of Medi-Flex, its offer price and Top Glove's Q4 results. Hold at RM6.20 retained. BFM's Khoo Hsien Chun speaks with her. See omnystudio.com/listener for privacy information.

Benny Lee, Chief Market Strategist at Jupiter Securities discusses where the KLCI is headed, as well as where CPO prices are headed. He talks about stocks in the news i.e. Top Glove and K&N Kenanga. He also talks about what he's up to this week, as well as some plantation stocks he's watching. See omnystudio.com/listener for privacy information.

On International Market Watch Dodge O Dorland,  Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, speaks to us about the ongoing impasse in Congress. After markets were given false hope on Friday he discusses what to expect in market movements today, the doomsday scenario and how to prepare one's portfolio for a possible default. He also talks about why...

Tan Chee Tat, investment analyst at Phillip Futures, Singapore talks about recent MPOB data, and expectations for crude palm oil (CPO). He covers: - implications of MPOB data  - estimates for crude oil prices - demand outlook - impact of forex  - weather forecast - price range  See omnystudio.com/listener for privacy information.

Ong Seng Yeow, Research Director at Maybank Kim Eng, talks about: - IT sector being the best performer weekly as well as ytd (7%) on MSCI Asia ex-Japan - Korea and Taiwan reported outflows of USD144m and USD25m in the first week of October  - Also on the MSCI Asia ex-Japan, defensives such as consumer discretionary, healthcare and telcos outperformed other sectors on a weekly and YTD basis -...

On International Market Watch Tim Mulholland, Managing Partner of China-America Capital Company in Chicago, joins us to discuss Janet Yellen's appointment. He gives us his opinions on whether she's the right person for the job and her ability to influence the FOMC, going on to talk about China and whether foreign reserves can be used as "policy buffer". Tim reveals his very interesting stance...

Eric Chow, Senior Fund Manager at Value Partners Hong Kong, talks about the Chinese stocks he favours. This is part two of the interview at the SALT Conference in Singapore. See omnystudio.com/listener for privacy information.

Maria Lapiz,  Head of Research, Maybank Kim Eng Thailand talks about the 2 trillion baht loan to overhaul Thailand’s infrastructure which is being debated in parliament. We discuss scenarios whereby the loan is passed, and what happens if it doesn't.  With global warming well underway, she also talks about how best companies - and savvy investors - could position themselves. S...

Ben LeBrun, Market Analyst @ Options Express in Sydney, discusses Janet Yellen nomination, impact to markets, US reporting season, China ‘rebalancing’ policy, Australian stock market and rates outlook. See omnystudio.com/listener for privacy information.

Eric Chow, Senior Fund Manager at Value Partners Hong Kong whose portfolio is overweight on China talks about the sectors he likes. This is part one of the interview at the SALT Conference in Singapore. See omnystudio.com/listener for privacy information.

On International Market Watch Dr. Michael A. Yoshikami,  Founder & CEO of Destination Wealth Management in San Francisco joins us to discuss consumer confidence in the US and Chinese and Japanese anxiety over a default on US Treasuries. He comments on Japan’s Government Pension Investment Fund and its overexposure to bonds, Japan's  64% year on year fall in current account bala...

Lee Cheng Hooi, Regional Chartist at Maybank Kim Eng talks about where the broader market is headed and three technical buys on the KLCI: QL Resources, Gas Malaysia and TAS Offshore. BFM's Khoo Hsien Chun speaks with him. See omnystudio.com/listener for privacy information.

Jens Nordvig, the global head of forex strategy at Nomura Securities, and author of the book 'The Fall of the Euro" gives his currency outlook at the SALT Conference for hedge fund managers in Singapore. See omnystudio.com/listener for privacy information.

It looks like the deep-water Gulf of Mexico has rebounded to become the fastest growing offshore market in the world. Based on analysts’ estimates, producers will need USD16bn worth of additional rigs to handle expanded drilling in the Gulf of Mexico. Tan Chin Poh, Head of Retail Research at Maybank Kim Eng, Singapore talks about: - potential here - financial impact of SGX-listed Keppel Corp...

On International Market Watch today Joe Quinlan,  MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York discusses the people's views on the two political parties in the USA, whether investors should look at gold given the stand off in Congress, one of the effects being the lack of economic data to guide markets. He is, however, optimistic about the E...

Benny Lee, Chief Market Strategist at Jupiter Securities expects sideways trading on the KLCI between 1,760 to 1,790. He also discusses stocks in the news, including Notion VTec which is venturing into silver mining in Australia and Top Glove, which releases Q4 results this Friday.  He is looking at counters with higher activity such as Weida, Ho Hup and Farlim Group.  See omnystudio.com...

Desmond Chng, analyst at Maybank IB Research talks about MPHB Capital, which he recently initiated coverage on with a Buy at RM2.12. Areas covered include: - premium growth projected for its general insurance business - contribution from its property segment, which has four acres of prime land in KL CBD, as well as property in Johor - main risk to assumptions - details on valuation method BFM's Kh...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York discusses: - Implications of failure to raise the borrowing limit by 17 Oct - Bank of America: "agreement is almost impossible as long as Obamacare is on the table" and impasse - US military spend vis-a-vis massive debt issues - Goldman Sachs: Congress' failure to strike budget deal "nothing...

Hamish Pepper, currency strategist at Barclays Capital, Singapore talks about:  - privately, senior Republicans predicted that the closure would last at least a week. What’s your house assumption? - nobody wants to hold USD now, so it seems -is that the right strategy to pursue? - best trade against the dollar?  - given the shutdown and the drama in the states, euro remains in...