Market Watch

Chen Wai-Yee, author of Neuroinvesting: Build a New Investing Brain discusses: - taper terror on hold, equities and bond markets up, how should we be managing emotions now, curbing excitability? - great investors who manage their emotions well - how to cultivate better instincts - or feel for the market - managing, and making the most of fear See omnystudio.com/listener for privacy information.

Desmond Chng, analyst at Maybank Investment Bank talks about: - how much harder is it to meet the new, tighter Shariah screening benchmarks, effective November - implications for  share prices, especially when these rulings affect insti investors more than retail investors - chance to pick up non compliant stocks that have fundamentals intact - surely SapuraKencana would be considered shariah...

On International Market Watch today Mikio Kumada  Executive Director at LGT Capital Partners in Hong Kong discusses: - "non-tapering": a mistake? - the debt ceiling and effects on the economy - his call on the commencement of tapering - Asian markets and non-taper - Asia's relative growth versus developed markets - whether Shanghai could overtake HK - shifting asset allocation to Europe and p...

Suresh Ramanathan, Head of Regional Rates and Forex at CIMB talks about: - US Fed non-taper event  - implications for USD - whether forecast of 5.5% gain for dollar over the next ten months - when tapering could begin  - what it means for Emerging Market currencies - India headed towards a BOP crisis - risk of contagion from India and Indonesia’s currencies - continued underperform...

On International Market Watch today Ben LeBrun, Market Analyst at Options Express in Sydney discusses: - Tony Abbott's challenge in balancing the books - Australia's fiscal and monetary policies - the long and short term view on budget deficits - RBA's role in the economy - QE and its impact on the strength of the AUD - a bubble in the property market in Australia? - bricks and mortar as an invest...

Luz Lorenzo, Head of Research at Maybank Kim Eng, the Philippines talks about: - the Philippines is poised to be among the five fastest-growing economies globally in 2013 and 2014, according to Bloomberg surveys. Spot on? - impact of Fed taper non-event - outlook for the peso - damage from floods at end August - what investors should do. BFM's Khoo Hsien Chun speaks with her.  See omnystudio....

Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California, answers the following questions: - Stocks are increasingly appearing wary, with the end of Summers rally giving way to an autumn of QE caution. Investors appear to be tweaking positions ahead of the Federal Reserves decision on whether to begin tapering its asset purchase programme. Is this war...

We discuss Hovid's (7213WB MK Hovid) and Hap Seng Consolidated's (3034WA MK Hap Seng Consolidated) warrants in this week's episode of  Warrants Wednesday .  See omnystudio.com/listener for privacy information.

Lee Cheng Hooi, Head of Retail research Maybank Investment Bank talks about where the KLCI's headed before Fed Reserve's all-important meeting and three technical buys: Hap Seng Consolidated, Focal Aims Holdings and Apollo Food Holdings. BFM's Khoo Hsien Chun speaks with him. See omnystudio.com/listener for privacy information.

Alex Lu, nexttrade blogger talks about where the KLCI is headed this week, three stocks in the news - Focal Aims Holdings, Tropicana, Sumatec Resources. He also talks about what he's up to this week.  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 the following questions:   - In India, the crisis of confidence appears to have eased considerably, with the rupee staging a major turnaround, up around 9% against the U.S. dollar since the end of August.  To what extent does this raise hopes that Asia's No.3 economy m...

Benjamin Oh, analyst at Maybank Kim Eng, Singapore talks about: - MAS’ stricter credit card and unsecured card rules - the rise of pawnshops in Singapore - SGX-listed: Maxi- Cash, MoneyMax Financial Services - which banks present the best growth opportunities - strengths in fee income and geographical reach BFM's Khoo Hsien Chun speaks with him. See omnystudio.com/listener for privacy inform...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York, discusses the following questions: - In India, the crisis of confidence appears to have eased considerably, with the rupee staging a major turnaround, up around 9 percent against the U.S. dollar since the end of August. To what extent does this raise hopes that Asia's No.3 economy may be...

Ong Seng Yeow, Research Director at Maybank Kim Eng, Singapore discusses: - mild outflows from AEJ of USD0.6bn - evidence of more confidence? - Verizon’s massive $49bn bond sale attracted strong demand - excess liquidity in the system? - Msia posted a staggering 5.5% outflows as a % of total AUMs, in reaction to the government's imposition of a fuel hike. Knee-jerk? - where’s the smart...

On International Market Watch today Tim Mulholland, Managing Partner of China-America Capital Company in Chicago discusses: - why corporate bonds are favoured - likelihood of China's economic reform and timing - job cuts in the US signs of shortlived recovery? - shareholder value currently compromised - no end in sight for QE See omnystudio.com/listener for privacy information.

  Ben LeBrun, Market Analyst of Option Xpress, gives his views on recent issues covering Australia:   - The Australian dollar’s response following increased optimism that Syria may avoid US air strikes and reports of China’s higher industrial production. - Tony Abbott's statement that Australia is “open for businesses”. - Consumers increased confidence in Australi...

Warren Lau, regional tech analyst at Maybank Kim Eng, Hong Kong talks about the implications of Apple's two new iPhones on China's market. BFM's Khoo Hsien Chun speaks with him. See omnystudio.com/listener for privacy information.

Alliance Research analyst Toh Woo Kim discusses Astro's 2Q2014 results: - new transponders - growth prospects: subscriber base, ARPU and share of adex - conversion to high definition (HD) decoders and premium content - uptick in Astro’s churn rate - changes to call and target price if any. See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California, discusses the following questions: - Asian stocks are flying again, buoyed by strong Chinese export data. Are you convinced that China is stabilising? - Analysts now reckon that China’s strong run of form should help the government hit its target of 7.5 per cent growth this year. Is this...

We discuss Sersol warrants and IJM's warrants in this week's episode of Wednesday Warrants.  See omnystudio.com/listener for privacy information.

Lee Cheng Hooi, Head of Retail Research at Maybank Investment Bank expects markets to be lifted by the Dow and China industrial output growing. He tells us where he expects resistance and support levels to be at.  He discusses his three buy calls: Supermax, Kossan Rubber Industries and Datasonic. BFM's Khoo Hsien Chun speaks with him. See omnystudio.com/listener for privacy information.

Ng Sem Guan, RHB Research analyst talks about Lafarge Malayan Cement: - how much it will spend on capex - expects the government to revive previously announced projects though government is talking about announcing project sequencing  - with weakening ringgit, how much is it hedged against USD - forecast for coal prices - impact of fuel hike on Lafarge - Neutral call at RM8.78 - how it compar...

Tan Chin Poh, Head of Retail Research at Maybank Kim Eng, Singapore talks about the possibility of 1997-98 Asian Financial Crisis redux. He also explains why he's advising investors to switch from bonds to equities, though the current environment remains unsupportive of an equity rally. He also talks about opportunities in the equity space. BFM's Khoo Hsien Chun speaks with him. See omnystudio.com...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York, answers the following questions: - A survey by Boston Consulting Group found foreigners much more upbeat about US economic prospects compared to Americans themselves. What do u think? Especially in light of where Americans view the economy is right now? - The new Australian PM, Tony Abbot...

Desmond Chng, analyst at Maybank Investment Bank talks about 2Q2013 results for banks: - more misses than hits amongst banks’ results for 2Q13 - benefits that flowed through from ETP and how much more anticipated for 2H - adjustments to earnings forecasts - why AMMB's his number one fav - why Public Bank, Malaysia’s most efficient bank, is a Hold call  - view on Affin and Hwang de...