Market Watch

Mikio Kumada, Executive Director of LGT Capital Partners, answers on: - US government shutdown - US mortgage applications down around 60% from their peak in April - Debt ceiling - Obama cancelling SEA trips - Asian Development Bank ( ADB)  cuts in 2013 forecasts for China See omnystudio.com/listener for privacy information.

Mohshin Aziz, analyst at Maybank Investment Bank talks about the aviation sector:  - the most daunting challenge for the sector - Visit Malaysia Year 2014's possible impact - why no longer as bullish on MAS - why bullish on Air Asia X; anticipating a turnaround. Still no dividends. - comparing local vs regional aviation sector - view on MAHB BFM's Khoo Hsien Chun speaks with him. See omnystud...

Chan Ken Yew, Head of Kenanga Research talks about: - outlook for Q4 for KLCI - main risks - suggested strategy - recommended sectors - oil and gas, rubber gloves, utilities - sectors he's staying away from - stock picks See omnystudio.com/listener for privacy information.

Michael Kokalari, Head of Research at Maybank Kim Eng, Vietnam talks about: - new reforms announced by Vietnam's PM during his recent trip to the States - whether it is doing enough to move the country forward - which sectors are thriving, despite Vietnam's economy facing its most severe slump in at least a decade - plans to devalue the dong by as much as 2% by year end - what worries him most abo...

On International Market Watch today Ben LeBrun, Market Analyst at Options Express in Sydney joins us to discuss the Australian economy and the RBA holding benchmark rates. He also talks about the US shutdown and debt ceiling. Is now the time to buy? See omnystudio.com/listener for privacy information.

We discuss SapuraKencana ( 5218CK) and Engtex Group (ENGTW1) warrants in this week's episode of Warrants Wednesday.  See omnystudio.com/listener for privacy information.

On International Market Watch today Dr Michael A. Yoshikami,  Founder & CEO of Destination Wealth Management in San Francisco gives us his views. He addresses the US government shut down and the even bigger issue of the debt ceiling - bringing into question the ability of the US government to meet its future financial obligations and the likelihood, and impact, of the government inflating...

Lee Cheng Hooi, Regional Chartist at Maybank Kim Eng talks about where he thinks KLCI will go, considering the partial US government shutdown yesterday. He also tells us about his three technical buy calls: Inari, Kossan Rubber and Focal Aims. BFM's Khoo Hsien Chun speaks with him. See omnystudio.com/listener for privacy information.

Suhaimi Ilias, Chief Economist at Maybank Investment Bank discusses: - impact in the event of the US government shut down - QE taper chatter affecting ASEAN - most competitive countries in ASEAN - mitigating impact from Japan, China and India? - UMNO General Assembly and Budget 2014 to have greater impact, comparatively BFM's Khoo Hsien Chun speaks with him. See omnystudio.com/listener for privacy...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York, discusses: - US government shutdown as the debt ceiling deadline approaches    - Whether there will be a last minute fix    - Investment implications    - Whether it is a precursor to the govt missing interest payments on Treasuries    - Whether est...

Dodge O Dorland,   Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses the following points for today's International Market Watch: - Impending shutdown of the US government if the US Senate and House of Representatives don't find a compromise - Veto: a short term solution - W here the US budget will go - Rally in Treasury notes See omnystu...

Benny Lee, Chief Market Strategist at Jupiter Securities talked about the KLCI this week, as well as : - impact of BAT's price hike on share price   - QL Resources - CIMB research suggests switching to this as it has more resilient earnings, it’s also one of RHB Research’s top picks for the consumer sector - impact of Maybank’s Tengku Zafrul leaving on its share price ...

Wong Chew Hann, Head of Research at Maybank Investment Bank talks about Gamuda's results, including: - how each sector performed: construction, property development, water and toll expressways - MRT 1 and MRT 2 - stellar showing to continue, for 2014? - target price of RM5.30 unchanged, how it compares with industry peers. BFM's Khoo Hsien Chun speaks with her. See omnystudio.com/listener for priv...

Jeremy Goh, analyst at Alliance Research talks about Gamuda's Q4 results, and why it's still his top pick. He covers:   -  some of the key figures. - details on MRT 2 - restructuring of water assets  - key takeaways from management update - target price reduced slightly from RM5.84 to RM5.66    See omnystudio.com/listener for privacy information.

Alex Garthoff, Institutional Product Manager at Maybank Kim Eng, Hong Kong talks about Bolina: - maintaining margins - addressing production cost inflation, a changing competitive landscape and potential property tightening measures - majority shareholders hold 69% - how much of a deterrent should that be? - remedying capacity constraints - A&P strategy for its own-brand business? - buy at HKD...

On International Market Watch today Tim Mulholland, Managing Partner of China-America Capital Company in Chicago, discusses: - debt ceiling in focus - not expecting a repeat of anything like 2011 negotiations - US consumer recovery - real income back to 1989 levels - US property prices - China PMI improvement - private sector economy doing just as well as state-owned companies - policies re: rebal...

Ngo Siew Teng, RHB Research analyst talks about: - AEON's fundamentals - AEON being really illiquid, with major shareholders holding 82% of shares - impact of fuel hikes, and potentially more subsidy cuts in Budget 2014, alongside GST on the sector - stocks with exposure to Indonesia and the Philippines, as they have the most attractive consumer sectors in the ASEAN region - companies that could b...

Alex Latzer, regional Metals & Mining team lead at Maybank Kim Eng, Hong Kong talks about the rationale behind his bullish outlook for metals and the mining sector, and which markets would have the strongest demand. He also discusses the main issues faced by the sector as well as his three buy calls: Chalco, Jiangxi Copper and Shen Hua. BFM's Khoo Hsien Chun speaks with him. See omnystudio.com...

On International Market Watch today Robert Levitt, CEO of Levitt Capital Management, discusses: - need to get off the heroin feed that is QE3 - Fed historically optimistic compared to reality - risk moved to the US re: debt ceiling - growth and risk statistics are positive - Japan and Europe on the mend with growth - China and emerging markets to grow following European recovery - expect investors...

We look at 5199WA MK Hibiscus Petroleum and 0060WA MK The Media Shoppe warrants in this week's episode of  Warrants Wednesday .  See omnystudio.com/listener for privacy information.

Lee Cheng Hooi, Head of Retail Research at Mybank Investment Bank talks about where the KLCI is headed, after being rather subdued yesterday. He tells us why his three technical buys - Boilermech, MAHB and Stemlife - have room to go further after  all three  hit 52-week highs yesterday. BFM's Khoo Hsien Chun speaks with him. See omnystudio.com/listener for privacy information.

Bobby Lu, analyst at Maybank Kim Eng, Singapore talks about: - likelihood of tapering later this year - how should EM prepare for the end of historically loose monetary policies - names potential beneficiaries on SGX in the short term ie REITs and F&B stocks BFM's Khoo Hsien Chun speaks with him. See omnystudio.com/listener for privacy information.

Benny Lee, Chief Market Strategist at Jupiter Securities talks about KLCI being on a steady bullish trend, but could correct this week.  He also talks about:  - SP Setia - Wah Seong - Felda - what he's up to this week. See omnystudio.com/listener for privacy information.

Wong Chew Hann, Head of Research at Maybank Investment Bank talks about the impact of subsidy rationalisation thus far on construction outfits, glovemakers, media sector, consumer sector. Aside from the government, and our credit rating, she tells us why it's win-win in the long run.  BFM's Khoo Hsien Chun speaks with her. See omnystudio.com/listener for privacy information.

On International Market Watch today Dodge O Dorland,   Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses: - uncertainty reflected in markets - Federal Reserve "guidance" creating more confusion - Agreement on debt ceiling and budget negotiations not a cause for concern - impact on US economic growth depending on time taken to come to agre...