Market Watch

BFM's Khoo Hsien Chun speaks with Pandu Anugrah of Maybank Kim Eng, Indonesia about Express Transindo Utama aka Taxi: - business model - narrowing the gap with market leader Blue Bird - taxi tariff - lowest taxi penetration in the region - valuation - DCF method See omnystudio.com/listener for privacy information.

Joyce Liu, investment analyst at Phillip Futures, Singapore talked about:  - how much further could gold fall (fell 9% on April 15, the most since 1983) - golden buying opportunity - recent China Q1 GDP numbers, China's appetite for gold - political instability in Korea - forecast range for gold See omnystudio.com/listener for privacy information.

On World Market Watch today Ben LeBrun, Market Analyst at Options Express in Sydney, discusses:  - Chinese local government debts. What will central government do about it and does it pose a risk? - The sustainability of the current Chinese economic growth of 7.7% - Where the smart money is going after recent rollercoaster movements in equity and gold markets - The weakest link of the global...

Lee Cheng Hooi, Head of Retail Research at Maybank IB talks about:  - KLCI outlook,  - three buy calls - charts, support and resistance levels etc: i. Boilermech ii. Guocoland iii. Ingress See omnystudio.com/listener for privacy information.

Ian Wan, Alliance Research analyst discusses the following with regards to the glove sector:  - likelihood of avian flu worsening - total glove exports from Msia to China - key earnings drivers intact? - PEs of various players  - top pick - Kossan - details See omnystudio.com/listener for privacy information.

We discuss KSL Warrant (5038WA MK KSL Holdings Bhd-CW16) and DRB Hicom Warrant (1619CV MK DRB-Hicom CIMB Bank-CW14) in this week's episode of Warrants Wednesday.  See omnystudio.com/listener for privacy information.

On today's World Market Watch we ask Dr Michael A. Yoshikami, Founder & CEO of Destination Wealth Management, San Francisco for his view on: - the US economy both in the short and long term - gold prices and its recent movements - the weakness, or lack thereof, of the Japanese Yen See omnystudio.com/listener for privacy information.

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses:  - US data - economic soft patch - spooked commodities - equities outlook;  - Outlook: 'tapering' - Fed bond-buying program;  - Escalating tensions in North Korea;  - G20 meeting - cut debt ceiling to 60 percent of GDP - views. See omnystudio.com/listener for p...

Jupiter Securities Chief Market Strategist Benny Lee discusses:  - KLCI near ceiling, describes recent chart patterns and what it means for the stock market this week - timing your market entry  - opportunities for rubber glove makers - names two buying opportunities:  - KNM - price chart patterns, breakout levels  - Benalec - high of RM1.30 last week, moved to RM1.21 last Frid...

We run through what various research houses (CIMB, UOBKH, RHB) are saying about palm oil inventory levels, regulations in Indonesia and top picks.  See omnystudio.com/listener for privacy information.

Mikio Kumada, Executive Director at LGT Capital Partners in Hong Kong, discusses : - Christine Lagarde's comments - record global stock markets - "improvements in financial markets have not translated into improvements in the real economy.'  - views;  "developing countries need to beef up bank supervision, restrict credit to fast-growing areas, impose capital requirements that change wit...

Ben LeBrun, Market Analyst @ Options Express in Sydney, discusses:  - China trade and export - (too) robust data - questionability;  - George Soros - Eurozone - austerity "does not work" - Germany should consider leaving the euro;  - Germany should also drop opposition to "Eurobonds" – or leave the euro - views;  - Fed's bond-buying program - March jobs data - outlook. Se...

Suresh Kumar Ramanathan, CIMB Head of Regional Rates and Forex discusses recent forex movements: - dollar has been strengthening vs north asian currencies - spillover into ASEAN currencies soon?  - dollar hit a new 4 year high, stalled just shy of Y100 - expected levels from here on - baht jumped most in 5 years on Tuesday, breaching 29 per dollar for the first time since 1997. expectations f...

Khoo Hsien Chun and Nadia Hassan take a closer look at warrants - Boustead 2771CI  and Top Glove 7113CM. See omnystudio.com/listener for privacy information.

Michael A Yoshikami, founder and CEO of Destination Wealth Management in San Francisco, talks about the upcoming budge to be announced by US President Barack Obama this week. He says that the main issue will be the proposed budget cuts, which he says will face some headwinds. He also talks about: - The upcoming earnings season, where he says that investors should look to stocks that also double as...

Joe Quinlan, MD and Chief Market Strategist for the US Trust-Bank of America for Private Wealth Management, talks about the recent weaker economic data for the US and the downbeat earnings. He says: - Despite the softer figures, the US economy remains strong. He also gives an outlook for the earnings that was kicked off by Alcoa; - How its still too early to see whether the new austerity measures...

Ahmad Maghfur Usman of RHB Research on revised offer for MISC:  - 20 sen more - keeping good companies on the stock market  - making the offer more attractive  - EPF to accept?  - alternatives for investors keen on the shipping industry BFM's Khoo Hsien Chun speaks with him.  See omnystudio.com/listener for privacy information.

Benny Lee, Chief Market Strategist at Jupiter Securities thinks FBM KLCI is still in a bullish mood; names support and resistance levels. He also reveals three speculative plays to consider: E&O, WCT Eng and Wah Seong. See omnystudio.com/listener for privacy information.

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses:  - March jobs data - analysis US jobs market;  - Resultant pressure - White House and Congress to reach a deal on US fiscal policy - views;  - Strength - US stock market - views;  - Short-term market strategy - sell in May and go away. See omnystudio.com/listen...

Tim Mulholland, Managing Partner of China-America Capital Company in Chicago gives us his views on global economic issues. - The unprecedented move from the BOJ - China being well placed for economic slow down  - What to expect in Q2 this year See omnystudio.com/listener for privacy information.

TA Research chartist Stephen Soo discusses where the US stock markets are headed, three stocks he's buying and one he's selling. Khoo Hsien Chun speaks with him.  Khoo Hsien Chun speaks with him.  See omnystudio.com/listener for privacy information.

Dennis Lim, Co-Chief Executive Officer at Templeton Asset Management Limited (Singapore) discusses : - Asia - nearly everyone's bullish, but potential areas of concern - strategy - key investment theme - pricing in election risk for KLCI - what investors should do - preferred sectors  - gold - buy, sell, percentage allocation to portfolio BFM's Khoo Hsien Chun speaks with him. See omnystudio....

Khoo Hsien Chun speaks to Alex Lu, nexttrade blogger, on how the FBM KLCI reacted to the PM’s announcement of the dissolution of Parliament yesterday, and what to expect in the days leading up to the polls. He also discusses what investors should do, his favourite sectors and top picks. See omnystudio.com/listener for privacy information.

On World Market Watch today we have Kingsley Jones, Founder and Chief Investment Officer of Jevons Global in Sydney, Australia. There are a number of central bank meetings this week: the ECB has a policy meeting, while in Asia, there is the first official get-together of the new BoJ board -- and the first with Haruhiko Kuroda as governor.  Kingsley Jones shares with us his expectations for th...

  Michael A Yoshikami, founder and CEO of Destination Wealth Management, talks about the raft of central bank meetings taking place this week. He is expecting the market to remain in a holding pattern.  - The first quarter has wrapped up and he talks about the sectors that will be in focus; - Comments about the implications from the tension brewing in North Korea; - Environmental issues...