Market Watch

Ian Wan, Alliance Research analyst talks about why he's downgraded the consumer sector. He addresses:  - challenges such as GST, tariff hikes and subsidy rationalisation vs. inelastic demand for consumer goods - downgrades for sin stocks  i.e. Carlsberg, GAB and BAT. marketing efforts to drive demand?  - investors moving on to other sectors? - Dutch Lady, MSM Malaysia and QL Re...

PK Basu, Regional Head, Economics and Research at Maybank Kim Eng, Singapore talked about:  - outcome of President Obama's and President Xi Jin Ping's two-day talks - QE tapering - as soon as October? - China trade, inflation, lending data and industrial production for May were below estimates. More of the same ahead?  - safe havens  See omnystudio.com/listener for privacy informati...

On World Market Watch Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, New York discusses : - Still high unemployment will prevent a tapering of bond buying for now. - Alan Greenspan CNBC interview reflects Bernanke on the right track. - China seeing some weakness  - but stimulus response unlikely for now. - China market is cheap but earnings are...

Benny Lee, Chief Market Strategist at Jupiter Securities talks about: - KLCI this week - stocks in the news: Maxis, Dayang Enterprise, Johor and Penang property developers - what he's considering this week See omnystudio.com/listener for privacy information.

Wong Chew Hann, Head of Research at Maybank Investment Bank discussed the oil and gas sector, including:  - opacity of Petronas' results -  risk of unrest escalating - Iran nuclear talks, Libya’s political chaos  - key indicators to look out for when assessing oil and gas companies - how to get better comfort level with the sector, as it's hard to 'kick tyres' per se - her top...

Vincent Khoo, Head of Research at UOB Kay Hian Malaysia gives us his assessment of the recent first quarter results season: - foreign funds were net buyers - risk of them fleeing and our market levels with it?  - likelihood of corporate earnings growth being sustained above recent trends - surprises in Q1 reports - any fresh themes emerging - favours selective beneficiaries of post-GE and ETP...

Wong Chew Hann, Head of Research at Maybank Investment Bank talks about 1Q2013 results, including: - key signs in Q1 earnings that convinced her to raise year end KLCI target from 1,815 to 1,840 - one or two disappointing sectors - one or two stars to catch hold of, sectors and names her favourites  - high conviction calls Mah Sing, MISC and MAHB BFM's Khoo Hsien Chun speaks with her.  S...

On World Market Watch Mikio Kumada, Executive Director at LGT Capital Partners in Hong Kong, discusses: - Japanese markets consolidating - technical indicators - Chinese fundamentals supporting current valuations - technical improvements amidst declines in Chinese markets - all eyes on US job reports and Chinese data set - the big picture more important than economic data sets See omnystudio.com/l...

Ahmad Maghfur Usman, RHB Research analyst talks about delay of KLIA2: - who is responsible - MAHB? - how bad is the delay compared to other airport projects - likelihood of further delay and cost overruns - opportunity to get invested in MAHB? - solving space issue at LCCT - call and target price for MAHB and Air Asia See omnystudio.com/listener for privacy information.

Maria Lapiz, Head of Institutional Research at Maybank Kim Eng, Thailand discusses how the Stock Exchange of Thailand (SET) has been doing, including:  - Thailand’s stock exchange lost $769m in the last two weeks of may - warranted? More of the same?  - buying opportunity? - consider consumers and big caps? - top picks See omnystudio.com/listener for privacy information.

Ben Le Brun, market analyst at Options Express, Sydney talks about the recent selldown in emerging markets - is it time to consider emerging markets equities and bonds after the selldown? - not quite seen the bottom yet so can still wait - currencies have been hard hit but this is not quite Asian Financial Crisis  - US QE has prevented emerging markets currencies from weakening  - perhap...

FT Columnist John Plender talks about corporate governance issues, including: - multiple hats worn by board members - when corporate governance and political governance collide - related party transactions, especially with family-owned firms - overregulation of market - integrity of financial reporting - encouraging clarity in pension funds See omnystudio.com/listener for privacy information.

Lee Cheng Hooi, Head of Retail research at Maybank Investment Bank discusses where the KLCI is headed after trading sideways for the past week. He elaborates on a couple of buy and sell calls he's making as well.  BFM's Khoo Hsien Chun speaks with him.  See omnystudio.com/listener for privacy information.

 Hamish Pepper, Forex Strategist at Barclays Capital, Singapore talks about:  - yen spooking dealers last week - likely direction - speculators betting in favour of greenback - bullishness on the dollar - RBA rate decision - whether AUD would continue to take a beating - rm direction, considering low commodity prices and potential QE tapering - how investors should position themselves&nb...

PK Basu, Regional Head, Economics and Research at Maybank Kim Eng talks about:  - China's May PMI, and how the country's leaders are likely to respond - US ISM manufacturing shrinking  - Eurozone PMI manufacturing numbers contracting - why Indonesia inflation numbers were low - how worrying is Indonesia's trade deficit - the second highest on record.  See omnystudio.com/listener for...

P Gunasegaram, the Founding Editor and Publisher of KiniBiz, the business and finance portal, discusses:  Talking points 1. The shadow banking institutions, the non-banks - In a nutshell, NBFIs approved 600,000 personal financing loans totalling RM43 billion in 2012, which is up almost 64% from a year ago, in contrast to banks which gave out only about RM19 billion, down about 6%. - Average p...

On World Market Watch today Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York discusses: - valuations in Asian markets - South East Asian asset bubbles - US unexpected contraction in manufacturing data - Non-farm payroll reports coming out Friday - the end of the commodities supercycle? See omnystudio.com/listener for privacy information.

Wong Chew Hann, Head of Research at Maybank Investment Bank talked about Kimlun Corp:  - Kimlun's strengths vs other construction players  - order book size, and potential - construction and pre-cast concrete as a percentage of project costs - target price of RM2.50 See omnystudio.com/listener for privacy information.

On World Market Watch today Dodge O Dorland of Landor and Fuest Capital Managers in New York discusses: - whether investors are playing the waiting game - PE ratios and its component parts - changes in China model from outward to inward looking - data to look out for in the coming week. Possible overstatement of April employment figures See omnystudio.com/listener for privacy information.

Alison Fok, Investment Analyst Maybank Investment Bank, Singapore talks about : - Singapore retail sector; - Singapore retail stocks - reasons to take another look; - Stocks recommended in the Singapore retail space - mixture of local and regional :      - Courts Asia      - Sheng Shiong Group      - OSIM      - Super Group - Valuati...

On World Market Watch Mikio Kumada, Executive Director at LGT Capital Partners in Hong Kong, discusses: - whether the Nikkei has further to fall - risk back on but only another temporary phase - Philippines sustaining growth rates - Brazil's consumer led modern economy - lower growth to come for BRIC nations See omnystudio.com/listener for privacy information.

Ivan Li Deputy Head of Investment Advisory of Maybank Kim Eng Investment Bank, Hong Kong discusses : - The International Monetary Fund lowered its forecasts for China’s growth - making “decisive” policy changes - policy fixes that China needs. - China's banking system - worrying - thoughts on how China is handling this - China - property bubble - progress. - Preferred sectors and...

On World Market Watch today we have Ben LeBrun, Market Analyst at Options Express in Sydney He talks about the outlook for the Australian dollar and the flash points that could potential impact its movements. We also ask him if markets are pricing in a June rate cut as there will be an RBA meeting next week. Finally, Ben weighes the pros and cons for switching from banking to mining stocks, given...

Lee Cheng Hooi, Head of Retail research at Maybank Investment Bank talks about  the m ovements in the global and regional market will affect the local market and he's three favorite stocks :   Favco, Hua Yang, Kim Lun.  See omnystudio.com/listener for privacy information.

Today on World Market Watch Lucinda Chan,  Division Director & Head of Asian Business at Macquarie Private Wealth in Sydney, Australia  discusses: - Risk is back on as Bernanke confuses the market with comments last week - A reality check for a market with stretched valuations - only paper impact for medium to long term investors - Yahoo and its acquisition spree - David Jones of Aus...