Market Watch

On World Market Watch today Dr Michael A. Yoshikami,  founder and CEO of Destination Wealth Management in San Francisco discusses: - QE tapering and how little that will effect markets - US recovery making Europe look better than it is - talk of new highs sending stocks even higher - being careful with stock picks, don't let euphoria blind you - inflation is lurking, be prepared See omnystudi...

Joyce Liu, Investment Analyst at Phillip Futures, Singapore talks about:  - Warren Buffett not wanting gold, even at $800 whilst billionaire john paulson is still holding gold as a hedge against inflation, even after losing 27% in his Gold Fund last month. Her take on gold  - Indian physical gold buying slowing after the Akshaya Tritiya celebration - physical gold buying in China  -...

PK Basu, Regional Head of Economics and Research at Maybank Kim Eng, discusses:  - China data (factory output growth, FAI, retail sales), and what the Chinese government will do next - whether China's growth recovery is on track  - implications of last week's rate cuts from central banks of Vietnam, Korea and Australia  - Malaysia Q1 GDP consensus at 5.4%, and what he's expecting fr...

On World Market Watch today we have Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York. He speaks of the Wall Street Journal's article on how Federal Reserve officials have reportedly mapped out a strategy for winding down the monthly $85 billion dollar bond-buying program, and how that had equity markets spooked. He also discusses changes...

Desmond Chng, analyst at Maybank Investment Bank talks about Hong Leong Bank's Q3 results. He discusses:  - how 9 month cumulative stacked up against full year forecast  - loan to deposit ratios, and NIMs  - Hong Leong getting as much action as it should? - harmonising lending practices of hong leong bank and eon bank post 2011 merger  - awaiting Datuk Yvonne Chia's replacement...

Benny Lee, Chief Market Strategist at Jupiter Securities talks about what the KLCI will be like this week, after last week's volatility and rally at Kelana Jaya stadium. He also discusses:  - palm oil inventory eased below the 2 million tonne mark in April - CPO price outlook - view on plantation stocks? IOI was in the limelight last week, due to talk about IOI properties being relisted separ...

On World Market Watch today Dodge O Dorland Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses: - G7 support for Bank of Japan policies - Currency devaluation. What's going to bring this to an end? - Whether countries should be left to get their house in order or is a more coordinated approach required? - Banks still too big to fail but might be nec...

Rahul Bajoria, Economist at Barclays Singapore gives us his take on GE13 results and impact on perception of Malaysia’s economy. He discusses: - changes anticipated, in terms of economic policies  - impact on assumptions for rates, GDP forecast - longevity and efficacy of project implementation, especially for ETP See omnystudio.com/listener for privacy information.

Benny Lee, Chief Market Strategist at Jupiter Securities gives us his views on: - BN retaining majority despite losing the popular vote - reaction to the results  - KLCI initial reaction - soaring, it’s 1,814, 1,826! - KLCI for the week - euphoria to be sustained?   - politically linked stocks (construction, oil & gas, banks) to hold on, or sink like submarines?  - tr...

Lee Cheng Hooi, Head of Retail Research anticipates chart patterns the week of trading on KLCI post-GE13. Names three stocks he's selling.  See omnystudio.com/listener for privacy information.

Desmond Chng, analyst at Maybank Investment Bank brings us up to speed on Bank Negara's March statistics. He discusses: - his interpretation of BNM statistics for March - most encouraging stat - best performing loan growth area and impact on loan growth projection for 2013 - likelihood of strong recovery in loan growth in the next few months - cost containment at banks - asset quality&nb...

Jigar Shah, Head of Research at Maybank Kim Eng, India discusses India's auto sector.  He covers: - impact of yen's depreciation on automakers in India - vehicles produced in India for local market vs export market - why SUVs, pick-up trucks and high-end motorcycles are most popular - Which top three brands dominate the market (and why - prestige, fuel milage etc)?  - 7 auto stocks on yo...

Liaw Thong Jung, analyst at Maybank Investment Bank talks about Perisai Petroleum, which recently released Q1 results. He discusses the following: - Perisai hit a 52-week high of RM1.38 on Thursday, 2 sen away from your target price. 14x PE vs industry PE of 17.98  -  still looks ok? - Perisai’s clients aside from Petronas- division with the best margin - if the one year extension...

Mikio Kumada, Executive Director at LGT Capital Partners in Hong Kong, discusses: - credibility of Chinese data - who's next in line for a rate cut - no sign of bubbles in the equity markets - what developing South East Asian economies need to do to protect themselves - how to get money into the economy instead of just building bubbles in equities and bonds - staying invested but where?? See omnys...

On World Market Watch today Ben LeBrun, Market Analyst at Options Express in Sydney, discusses the Reserve Bank of Australia's 0.25% interest rate cut:  - how long until things improve? - another rate cut coming - changes to Australia as a one Trick Pony - relationship with China See omnystudio.com/listener for privacy information.

James Koh, analyst at Maybank Kim Eng, Singapore talks about SGX-listed Yongnam Holdings. He discusses: - projects gallery includes HK and Spore MRT, high rises, airports and power plants.  pillars in place?   - dealing with legal situation in Myanmar  - about the management of Yongnam Holdings, which hold 16% of its shares - snapshot of how Yongnam Holdings’ key indicators sh...

Kaladher Govindan, TA Research Head talks about the impact of last night's rally at Kelana Jaya stadium on the stock market, as well as the Umno General Assembly at the end of the year.  He also discusses: - foreign funds in the game, but locals seem to hesitate? - attention shifting to mid-caps and smaller-caps too - a wise move? - CIMB has seen an incredible run-up in its share price, surge...

Sim Han Qiang, investment analyst at Phillip Futures gives us an update on CPO futures, including:  - Indonesia lowering export tax for CPO, whilst Malaysia's remains stat at 4.5%  - whether market has fully processed this - when impact will be felt from B5 biodiesel mandate and B10 - MPOA considering leaving RSPO - price catalysts for CPO - short term CPO forecast  See omnystudio.c...

We take a look at E&O (3417 CL) and Petronas Dagangan (5681CG) warrants in this week's episode of Wednesday Warrants.  See omnystudio.com/listener for privacy information.

Wong Chew Hann, Head of Research at Maybank Investment Bank talks about the likelihood of raising the KLCI target again - it just raised its target from 1,710 to 1,815 earlier this week. Also talked about:  - delaying the tough decisions: subsidy rationalisation, GST - strategy, sans political overhang - top picks across industries - areas of concern with Umno General Assembly at year end. BF...

On World Market Watch today Dr Michael A. Yoshikami,  founder and CEO of Destination Wealth Management in San Francisco discusses: - cheap money keeping stocks up - cyclical stocks a good option - Warren Buffett rebuffing media but Disney/Discovery good bets - housing market not back to normal in the US - lasting impact of financial crisis on the poor and young See omnystudio.com/listener for...

PK Basu, Regional Head of Economics and Research at Maybank Kim Eng, Singapore talks about: - rate cuts by central banks in ECB and India. More rate cuts ahead?  - US data: April non-farm payrolls, unemployment rate, non-manufacturing  ISM numbers - Malaysia's GE13 - what the results mean - Indonesia's Q1 GDP and S&P downgraded outlook for Indonesia  See omnystudio.com/listener...

Tan Teng Boo, CEO at Capital Dynamics Asset Management Sdn. Bhd talks about:  - relief rally turning out to be more of a knee-jerk reaction - expectations of the market for the next quarter - politically-linked industries - construction, oil & gas and property sectors widely touted as the winners to watch. what he's watching closely for upside - certainty of BN rule for the next five year...

On World Market Watch today Dodge O Dorland Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses: - what next for the Fed's QE programme after April's job creation numbers - aversion of the Spring swoon? - cyclical stocks should be preferred to defensive ones - being bearish on the economy but not on valuations - better use of liquidity in the economy...

On World Market Watch today Bill Diviney, Currency Strategist of Barclays in Tokyo, discusses:  - how low the Yen will go - emerging market bonds, the emerging basket favourite? - the Aussie dollar dilemma - why the Loonie rules   See omnystudio.com/listener for privacy information.