Market Watch

Wong Chew Hann, Head of Research at Maybank Investment Bank talks about water stocks: - assumptions for when the whole water issue will be resolved - stocks that have been seeing trading interest are Puncak Niaga, KPS and Gamuda, Jaks Resources too. premature? - Maybank IB Research keen on Engtex Group, which makes ductile iron pipes. Why DI pipes preferred. - Net gearing  at 90% in 2011 and...

Mikio Kumada, Executive Director of LGT Capital Partners, discusses overnight European developments. - ECB chief Mario Draghi's interest rate stance after the fallout in Portguese political scene - Is there a divergence between Euro technocrats and political realities? - "Egyptian premium" in oil prices - Emerging markets - good time to buy? See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst at Options Express in Sydney discusses some of market headlines. - Egypt and Portugal effects on Euro and others - Angela Merkal's influence on Euro policy - USD strength - carry trades still reversing - US labour report - Weak AUD despite RBA leaving interest rates unchanged See omnystudio.com/listener for privacy information.

Chen Fan Fai, Chief Investment Officer at Eastspring Investments talks about: - surprises in 1H2013 - outlook, considering weak economic fundamentals in Asia and risk of a hard landing in China - assumptions for KLCI over the next five years  - preferred sectors - asset class he's more optimistic about: equities, bonds, money market - why its Asia Pac equity fund is struggling to meet with &n...

John Cheong of Maybank Kim Eng, Singapore about Cordlife Group: - recent acquisitions in the Philippines, Indonesia and India - scale, how is it funded, earnings accretion  - presence in Malaysia?  - religious reservations amongst practising Muslims - approaching customers - margins - risks involved eg power failure - competition  - target price, valuation See omnystudio.com/listene...

We take a closer look at Yee Lee and Spritzer on this week's episode of Wednesday Warrants.  See omnystudio.com/listener for privacy information.

On World Market Watch today Dr. Michael A.  Yoshikami , Founder and CEO of Destination Wealth Management in San Francisco, California discusses: - US non farm payroll figures out Friday - volatile or orderly trading? - the ECB meeting on Thursday - why there are so many dollar bulls - Mark Carney's impact on the value of the pound - Australia's hold on cash rates and chances of a recession th...

Lee Cheng Hooi, Head of Retail research at Maybank Investment Bank talks about the KLCI for the next week and 2H2013 and three buys: Hap Seng, Yee Lee and Spritzer.  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: - Comments on US June ISM - Payroll expectations - Good time to buy treasuries? - Angela Merkel's re-election bid and Euro policy - Eurozone PMI - stabilisation in Spain and Italy See omnystudio.com/listener for privacy information.

Alexander Chia, Head of RHB Research talks about what the next six months holds for the KLCI: - 1H2013 vs. expectations - optimism post-GE13, considering QE tapering, Budget 2014 and UMNO General Assembly - SCORE favourites - preferred sectors besides banking - sectors he's less keen on aside from telco sector and auto, including property - plantations seem to have fallen out of favour of late, an...

PK Basu, Regional Head of Economics and Research at Maybank Kim Eng, discusses China's shadow banking system:  -ballpark figure of size of China's shadow banking system - effectiveness of efforts to curb shadow banking - new curbs said to lag innovation, and only cover banks. tighter controls required? - benefits smaller businesses, as it gives them access to micro financing. Wouldn't th...

Benny Lee, Chief Market Strategist at Jupiter Securities discusses:  - overall trend for KLCI for 2H2013 - further rebound this week?  - explains why he favours the telco sector - names three favourite stocks  See omnystudio.com/listener for privacy information.

Wong Chew Hann, Head of Research at Maybank Investment Bank talks about her outlook for 2H2013: -  themes, and impact, if any from QE tapering, UMNO general assembly, Budget 2014 - any potential positive surprises - favoured sectors: banking, property, construction, O&G - sectors to avoid - top buys within these sectors: Banking, Property, Constrution, Oil & Gas, Consumer, Transport&n...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York discusses similarities between today and 1994 when Alan Greenspan started raising interest rates. - Difference between 2013 and 1994 - On the lookout to buy stocks? - US$23b outflow in bonds - US Payroll numbers out this week - implications on recovery path - Gold at $1200/oz is below product...

Chong Tjen San, analyst at Hwang DBS Vickers Research discusses Gamuda’s results: - how Gamuda’s annualised 9 months 2013 core profit compare to full year forecast  - guidance for Q4  - progress of MRT project, KVMRT line 2 (SSP line) and appointment as project development partner (PDP)  - update on property ventures in Penang, Klang Valley and Iskandar - potential for s...

Tan Chin Poh, Head of Retail Research, Maybank Kim Eng S'pore talks about: -  why Singapore bond yields are steepening;  highest since 2010 - what's most worrying for Singapore, with  SGD dollar weakening - when trading volumes would recover from rate scandal in Singapore - MAS's reaction See omnystudio.com/listener for privacy information.

Joyce Liu, investment analyst at Phillip Futures, Singapore discusses recent events and various aspects of the gold market: - where the bottom is, it's almost at a 3 year low - break-even point for gold miners  - whether China or India is more likely to come back into gold - both seem reticent of late - if you have gold, sell now or wait - how long before prices recover - UBS advising stay aw...

Alex Garthoff, head of research at Maybank Kim Eng, Hong Kong talks about prevailing uncertainty in the market, the state of Hong Kong's economy, preferred sectors and advice to clients.  See omnystudio.com/listener for privacy information.

On International Market Watch today  Kingsley Jones, Founder and Chief Investment Officer of Jevons Global  in Sydney  discusses: - American Treasury yields a greater threat to Asian markets than Chinese liquidity concerns - how much more outflow from Asia and Emerging Markets - the long term view on Asia - what else to watch out for apart from Chinese liquidity and American Treasur...

Lee Cheng Hooi, Head of Retail Research at Maybank Investment Bank talks about:  - the KLCI, which ended at a seven week low yesterday  - stocks which he has a sell call on:  - BAT - MRCB - HLFG See omnystudio.com/listener for privacy information.

We look at TH Heavy Engineering and Inari in this week's installment of Wednesday Warrants.  See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California, answers the following questions:  - Fears of a liquidity crunch have driven Chinese stocks into bear market territory - it seems as if reforms are being prioritised over short-term growth. However, do u fret that the Chinese govt has gone too far, hurting medium-term earnings prospect...

PK Basu, Regional Head, Economics and Research at Maybank Kim Eng talked about:  - whether the Fed is making a policy error by emphasising when it's tapering QE - being as clear as possible about the circumstances instead - how much looser would monetary policy be in China - central bank said it may adjust monetary policy as needed - how worried should we be about the prevalence of shadow fin...

Joe Quinlan,  MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York discusses: - Are we in a bear market? - Is China in a bear market or just being prudent? - Equities will outperform bonds going forward - Europe - dissapointments in failure to agree about how to bail out banks. See omnystudio.com/listener for privacy information.

RHB Research analyst Ngo Siew Teng discusses tissue paper maker NTPM, which reported FY13 results recently. Areas covered include:  - baby diapers Diapex, which was credited with increasing revenue - estimates for exports, which currently account for 30% of sales  - expansion in Vietnam - estimates for pulp and recyclable paper prices  - impact of minimum wage implementation on cost...