Market Watch

On World Market Watch today we have Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California He talks about the strengthening US economy, following data that consumer confidence was the highest in 5 years and the real-estate market picking up speed. He also discusses the portion of government debt in his portfolio, after Treasurys 10-year note yield c...

PK Basu, Regional Head of Economics and Research at Maybank Kim Eng, talks about:  - Ben Bernanke in congressional testimony - bond buying wouldn’t stop until US unemployment comes down - markets fall last week; - China - May’s Purchasing Managers’ Index fell for the first time in 7 months to 49.6, below the 50 pts level signifying contraction - thoughts; - Singapore - posit...

On World Market Watch today Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York discusses: - the fall of the Nikkei last week - volatile yields on JGB bonds - US stocks recovery in the coming week - Labour participation rates and other indicators for the Fed to consider - prolonged economic recovery possibly inducing fatigue See omnystudio.com...

Wong Chew Haan, Head of Research at Maybank Investment Bank discusses about the key takeaways from markteting trip to US-UK : - Key takeaways from the trip. - The percentage of foreign trading on Bursa prior to elections - level of interest reported by your clients. - Their sentiments on the political situation in Malaysia. - Valuations - Malaysia now vs History - Malaysia valuations compare with...

Melisa Idris speaks with Benny Lee, Chief Market Strategist at Jupiter Securities. He discusses his outlook for the KLCI this week and if trading momentum will slow due to the two-week school holiday break. He also talks about some companies that have his interest, as they announce their results this week. And finally, find out why Supermax is on Benny's radar this week! Should it be on yours too?...

Desmond Chng, analyst at Maybank Investment Bank discusses the following with regards to AMMB Holdings' FY13 results: - key ratios vs industry - loan growth vs industry - increased overhead expenses from incorporating MBF Cards and Kurnia  - mitigating factors - Kurnia and MBF cards to contribute positively to earnings in FY14 - Updates on AMMB in negotiations to acquire HwangDBS IB. and a po...

Ong Seng Yeow, Research Director at Maybank Kim Eng discusses: - how and where liquidity is flowing to - avoiding burns eg- Philippine stocks tumbled from a record on thursday morning after valuations reached a 9-year high, KLCI corrects after a fortnight of gains. How do you stay safe, while still maximising returns? - how a small time retail investor with limited bullets can compete with cash-ri...

Arhnue Tan, analyst at Alliance Research discusses the oil and gas sector:  - UMW's upcoming O&G IPO - likely winners from North Malay Basin tender - contract wins, aside from Dayang Enterprise and possibly Bumi Armada - quarterly results from O&G thus far  - favourite O&G stock  See omnystudio.com/listener for privacy information.

Michael Kokalari, Head of Research at Maybank Kim Eng, Vietnam talks about:  - Vietnam's stock market - recent rise sustainable?  -  USD1.4 bn package for low income segment and social housing projects - progress on solving Vietnam's NPL issue - National Assembly meeting - issues See omnystudio.com/listener for privacy information.

  Today on World Market Watch Kingsley Jones, Founder and Chief Investment Officer of Jevons Global in Sydney discusses: - Japanese stocks and whether exports will start to lift - Australian woes and impact of the recent budget - likelihood of global harmonisation on corporate taxes - how corporations could react to changes in the tax landscape See omnystudio.com/listener for privacy informat...

 Lee Cheng Hooi, Head of Retail research at Maybank Investment Bank talks about where the KLCI is headed since it closed near its all-time high yesterday, and it's Wesak this Friday and school holidays next week. He tells us why he is still keen on these three stocks, though they've hit 52-week highs: Plenitude, Wing Tai and QL Resources.  See omnystudio.com/listener for privacy informat...

We look at MRCB's 1651CS warrant and UMW's 4588CP warrant in this week's episode of Warrants Wednesday.  See omnystudio.com/listener for privacy information.

On World Market Watch today we have Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California He discusses: -- Concerns that markets are overextended and due for an imminent pullback, given the stock market’s string of record highs -- If fundamentals have kept up with the market rally -- Goldman Sachs raising its year-end target for the S&P 5...

Benny Lee, Chief Market Strategist at Jupiter Securities talks about:  - KLCI patterns this week - Gabungan AQRS' chart, as it plans to buy back up to 10% of its own shares - fresh themes - construction/Iskandar, oil & gas and Penang property have been peddled for awhile - positioning before/after results season - 2nd liner plays See omnystudio.com/listener for privacy information.

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: - what corporates will do with cash piles - improved Q2 earnings results? - moving from government bonds to equities - more than just cheap money driving prices - bar-belled investments to protect investors See omnystudio.com/listener for privacy info...

Harvard University Professor Dwight Perkins discusses China's slowing economy and what it means for Malaysia. Issues brought up include:  - criticism that China's economy relies too heavily on unsustainable investment - domestic consumption as a share of GDP - income gap between urbanites and rural folk - impact on pattern of investment demand in East Asia - impact on Malaysia Previous positi...

PK Basu, Regional Head of Economics and Research at Maybank Kim Eng, talks about:  - Thailand's q1 GDP surprised on the downside, coming in at 5.3% vs consensus 6%, on the back of lower exports-  rate cut soon? - Shinzo Abe's three arrows on target? - Rate expectations for BOJ target rate n external trade numbers - upcoming details for Singapore Q1GDP. IP and inflation data for April wil...

On World Market Watch today we have Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York He discusses: -- The continued upward momentum of equities, with both the Dow and the S&P 500 hitting fresh highs and posting four straight weeks of gains -- Concerns of a  pullback in equity markets -- Technical levels to watch -- The Federal Rese...

Hanifah Hashim, Head of Fixed Income at Franklin Templeton Investments discusses the following: - slower GDP in 1Q13, but robust domestic demand suggests no urgency in cutting interest rates. status quo for growth forecast? - impact of cabinet line-upon the bond market - how investors are reacting to the influx of supply in Asia this month - how investors should position themselves in the bond mar...

Tim Mulholland, Managing Partner of China-America Capital Company in Chicago, on International Market Watch discusses:  - China's massive corporate bond market - divergence of economic fundamentals and market movements - Japanese companies taking time before joining consumers in spending - Gold's slide - whether the Bloomberg debacle has changed anything for terminal users See omnystudio.com/...

Yee Mei Hui, analyst at DBS Vickers talks about IOI Corp's plans to list IOI Properties and whether investors should consider the non-renounceable restricted offer for sale (ROS). She also addresses how it's making a reappearance on the stock market after being taken off the market in 2009. DBS Vickers upgraded IOI Corp from Hold to Buy at RM5.46.  See omnystudio.com/listener for privacy...

Luz Lorenzo, Economist and Head of Research at Maybank Kim Eng, the Philippines talks about:  - reaction to electionresults - Joseph Estrada back as mayor of Manila, a dozen years after being overthrown from his presidential post  - likelihood of faster implementation of projects - preferred sectors, and how’s this affected by the elections? specific winners within the infrastructu...

On World Market Watch today we have Ben LeBrun, Market Analyst at Options Express in Sydney. He discusses his overall take on the sixth federal budget and which sectors could potentially be impacted. He also shares his outlook for the Australian dollar and precious metals. See omnystudio.com/listener for privacy information.

Lee Cheng Hooi, Head of Retail Research at Maybank Investment Bank discusses where the market is headed this week, after closing at record highs on Monday (1,787.90) AND Tuesday (1,788). He suggests three stocks to buy:  - Dialog: mostly flat lined, hit 52-week high of RM2.81 - Sunway: soared from RM2.87 in early May to RM3.65 at last close. 52-week high of 3.84 on 14 May - Wah Seong: lo...

In this week's edition of Wednesday Warrants, we discuss Cliq Energy 5234 WA MK (Cliq Energy - CW29) and  Gamuda GAMW17. See omnystudio.com/listener for privacy information.