Market Watch

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York   - August job numbers below expectations: how will this affect taper decision - Is taper overdoing "weaning"at the expense of the economy - Larry Summers vs Janet Yellen for Fed Chairperson See omnystudio.com/listener for privacy information.

Arhnue Tan, analyst at Alliance Research updates us on Deleum: - how it brought its maintenance, repair and overhaul (MRO) back into the black - progress and details of Pan Malaysia slickline contract - sectoral themes that Deleum could benefit from - key challenge facing Deleum - expectations for 2H2013 and valuation See omnystudio.com/listener for privacy information.

Bank Negara maintained OPR at 3% at yesterday's MPC meeting. Suhaimi Ilias, Chief Economist at Maybank Investment Bank discusses what could become of OPR in 2014, as well as: - lowered GDP growth forecast of 4.5-5.5% - impact on ringgit - political resolve to implement PM's reform agenda - what it'll take for Malaysia' economy to fulfill its potential BFM's Khoo Hsien Chun speaks with him. See omn...

Michael Kokalari, Head of Research at Maybank Kim Eng, Vietnam talks about:    - risks to the Vietnam Stock Index: the devaluation in the dong, bubble in the local gold market and QE tapering concerns - time to bargain hunt? - the expected increase in Foreign Ownership Limits  - top three picks and why BFM's Khoo Hsien Chun speaks with him.  See omnystudio.com/listener for priv...

Alia Arwina, analyst at RHB Research talks about KLCC Stapled Group: - update on future developments - finding new tenants as there's a glut of commercial space - incentives for people to move there - possible acquisition targets - KLCCSS vs other REITs   She has a neutral call on the stock at RM6.90.  See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst @ Options Express in Sydney, discusses the following questions: - Last year described as “probably the sexiest destination in the emerging markets”… Indonesia is fast losing favour with investors, as the JCI has slumped 22% from its highs Is it time for investors for be brave and buy into Indonesia? - Marc Faber is advising investors to rotate out of g...

Robert Pavlik, Chief Market Strategist at New York-based Banyan Partners, discusses: - Re Fed succession: analysts reckon that if Larry Summers replaces Ben Bernanke as Fed chairman in January, any scaling back in the central bank's asset-purchase program would be ramped up by the hawkish Summers. - And it would deal a further blow to battered emerging markets. - What's your view on this? - The ma...

Santitarn Sathirathai, Economist at Credit Suisse, Singapore talks about the recent fuel price hike in Malaysia: - RON 95 and diesel prices were raised, but the government is also expected to announce an increase in cash payouts i.e. BR1M during Budget 2014. So how effective would this price hike be  towards narrowing the fiscal deficit? - this move could add to headline inflation, as the inc...

Ong Chee Ting, analyst at Maybank Investment Bank talks about: - how Q2 results for plantations stack up, considering how low expectations have been for plantations of late - how to reduce tree stress - how those concentrated on downstream operations performed - outlook for commodities, CPO, considering QE taper terror, and funds flowing out of EM - Maybank IB Research upgraded Genting Plantations...

Lee Choong Kit,  Senior Dealer, Phillip Futures Singapore talks about gold: - QE taper terror and possible air strike in Syria - base case scenario for gold - to consider silver or palladium instead - best way to profit from gold See omnystudio.com/listener for privacy information.

Peter Miller, CEO of Tune Insurance Holdings Bhd discusses his outlook for 2H2013, including: - airline tie-ups - new markets - where most of the growth is coming from - strategy for transforming non-life unit - when acquisition of stake in PT Batavia Mitratama in Indonesia will be completed - potential M&A opportunities - plan to reduce claims ratio - dividend payout for 2013, 2014 See omnyst...

Jerry Lee, analyst at RHB Research discussed Media Prima's and Media Chinese International's quarterly results which were released yesterday. He also touches on the challenges facing the sector and his sector top pick.  See omnystudio.com/listener for privacy information.

Jacqueline Ko, analyst at Maybank Kim Eng, Hong Kong talks about why her top picks for the consumer sector are baby products maker Goodbaby International and sanitary ware maker Bolina. BFM's Khoo Hsien Chun speaks with her.  See omnystudio.com/listener for privacy information.

On International Market Watch Kingsley Jones, Founder and Chief Investment Officer of Jevons Global in Sydney discusses: - how best to play the fears of a US invasion of Syria - time to run or invest in ASEAN stocks - any hopes for Billabong - watching the US mortgage market - tapering a case of Hotel California for the Fed? See omnystudio.com/listener for privacy information.

Lee Cheng Hooi, Head of Retail Research at Maybank Investment Bank talks about how low the KLCI could go, as well as three technical sells: Old Town, Cypark Resources and Sumatec Resources.  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:  - Singapore’s PM Lee National Day Rally speech - effectiveness of proposed policies   - how the government plans to pay for this   - potential beneficiaries of the latest policy announcements  - top three favourite companies BFM's Khoo Hsien Chun speaks with him.  See omnystudio.com/listener for privacy in...

Kossan Rubber Industries Managing Director Dato Lim Kuang Sia discusses its 2Q2013 results as well as the following:  - details re:technical rubber products (TRP) division: products, industries and countries that customers are from - how much this division contributes to revenue, percentage-wise - how does strengthening of US economy help Kossan, if at all - the creation of “InTouch&rdq...

Suresh Ramanathan, CIMB Head of Regional Rates and Forex talks about:  - rm at 3-year low of 3.3095. How much lower?  - India's rupee - vulnerable to further selling?  - policy makers not determined to arrest the falls - chances of Indonesia's rupiah improving -  are we witnessing the start of an EM currency crisis? ala ASEAN meltdown in 1997/98, or the Mexican peso crisis of 1...

Wong Chew Hann, Head of Research at Maybank Investment Bank about QL Resources’ Q1 results including:  - how it measured up against her expectations - how Bank Negara's lower GDP figures affects her assumptions for QL, if at all - expansion into egg production in Indonesia and Vietnam - impact of soybean futures and corn futures price on raw mat costs for QL - re: QL's PE versus Nestle...

On International Market Watch  Mikio Kumada, Executive Director at LGT Capital Partners in Hong Kong discusses: - signs of tapering in September - positioning for tapering - EM slowdown balanced by G7 return to growth - implications of a sustained fall in the Indian Rupee on the region - PMI data from G7 moving in tandem - Marc Faber's prediction of a market crash See omnystudio.com/listener...

Kingsley Jones, Founder and Chief Investment Officer of Jevons Global in Sydney - Australia's exposure to emerging market rout - BHP Billiton US$2.6bn potash project in Canada - Plays in commodities space - Europe contrarian trade See omnystudio.com/listener for privacy information.

On International Market Watch Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco discusses: - Sell off in equities and bonds, where the money is going now - preparing for tapering - Emerging markets still important element in portfolio  - Focus on JP Morgan not unfair - Possible further slide in JP Morgan's share price - positive view on US financial s...

Lee Cheng Hooi, Head of Retail Research at Maybank Investment Bank talks about persistent weakness on the KLCI and three sell calls from a technical basis: MRCB, Dialog and UEM Sunrise. He also talks about when's a good time to start bargain-hunting. He ends with his view on if and when's best to leave,   if you're still in the market. BFM's Khoo Hsien Chun speaks with him.  See omn...

Ivan Li, Deputy Head of Investment Advisory of Maybank Kim Eng, Hong Kong talks about:  - impact of Everbright Securities’ glitch on wider confidence/sentiment in the stock indexes. Possibility of stricter regulatory measures in future?  - could it affect plans to restart IPOs later this year and the proposed launch of a government futures trading market - Li Ka-Shing plans to sell...

Robert Pavlik, Chief Market Strategist at Banyan Partners in New York - Possibly small tapering of US$10b in September - Fund flows into risky debt for higher yields - High risk of Indian contagion See omnystudio.com/listener for privacy information.