Market Watch

On today's episode of Warrants Wednesday, we discuss two warrants of Mah Sing and Sunway each.  See omnystudio.com/listener for privacy information.

  RHB Research executive director Lim Chee Sing talks about:  - how to transform election risk into opportunities - how to leverage on factors in our favour - emergence of a new investment cycle, long term/gestation infra-related projects and resilient consumer spending - whether he expects (like everyone else) the market to fall once elections are called - three fav sectors, top picks i...

Joe Quinlan, the MD and chief market strategist for the US Trust-Bank of America Private Wealth Management in New York, talks about what is next for the US markets following the long Easter break as the first quarter earnings season looms on the horizon. He also talks about:  -  US market going through a bout of profit taking and what to expect; - No risk of contagion in Europe yet, but...

BFM's Khoo Hsien Chun speaks with Benny Lee, Chief Market Strategist at Jupiter Securities about: - more profit-taking on the KLCI? Continued impact of election overhang. describes chart patterns.  - Gamuda: two year high of RM4.14 last Thursday, fell 2% on profit taking on Fri morning after Q2. chart trend and long term price target.  - Cypark, post 1Q2013 results - speculative play: wh...

On World Market Watch today we have Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York He tells us what he expects from the US economy in 2013 and why he thinks the S&P500 has risen as far as it has. He also suggests alternative investments for those who have lost faith in bank savings accounts. See omnystudio.com/listener for privacy inf...

Mikio Kumada, Executive Director of LGT Capital Partners, talks about the recent move by the Chinese authorities to stress test the banks. Although he doesn't expect a completely clean bill of health, he does not foresee any nasty surprises. Other talking points include: - Eurozone worries are back, and the threat of breakup is once more in the headlines; - He also talks about what safe harbours i...

Yeoh Mei Kei, Senior Analyst at fundsupermart.com talks about Indonesia: - The Jakarta Composite Index has been steadily rising since last June, and even more steeply so since January. Too expensive to get in?  - The fuel subsidy policy is back on the table, most likely small impact for the economy and immaterial for the stock market?  - The middle class consumer theme has been very popu...

Joyce Liu, Investment analyst at Philip Futures, Singapore talks about gold:  - central banks of Russia, France and Greece adding to their gold holdings - routine?  - how to read oscillator and RSI charts, and self-fulfilling prophecies. oversold?   - as gold is trading in a downward trend channel, good time to buy at these levels? explains pattern and breakpoints.  - gold fore...

Ben LeBrun, with Options Express in Sydney, talks about the latest Cyprus bailout, and whether the worry is overdone or underdone. He also talked about: -   How it has shown that the problems in Eurozone may take years to solve - That despite a record tear, the Australian market appears to be bumping against the ceiling - China's banks, despite some worries, do seem intent on spreading their...

Bill Diviney Foreign Currency Strategist at Barclays in Tokyo, Japan, discusses:  - US Data - on the up and up - views of euphoria;  - Implications: US share market - USD;  - S&P 500 - averseness to breaching all-time high - views;  - Whether shares fear - terms Cyprus' bailout bailout deal - become a template - future bailout deals See omnystudio.com/listener for privacy i...

Alliance Research analyst Arhnue Tan discusses the following involving the oil & gas sector:  - upside for West Sepat field vs Pengerang  - susceptibility to political risk - possible downside risks - top oil & gas pick; big cap and small caps  See omnystudio.com/listener for privacy information.

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management, talks on Market Watch about the recent crisis taking place in Cyprus. At the eleventh hour Cyprus and the EU managed to draft out a bailout deal, which he sees as the beginning rather than the end of the issue. He also talks about: - How banks in the EU still remain fairly fragile and about the risk...

BFM's Khoo Hsien Chun speaks with Benny Lee, Chief Market Strategist at Jupiter Securities about: - FBM KLCI's behaviour this week - critical levels - Maybank vs CIMB's price charts - Muhibbah Engineering: JV received a RM202m contract for noise barriers - Glomac, Maybank IB Research's top pick for the property sector - chart pattern  - CPO in the news again - IOI citing RM2,900 by year end,...

On World Market Watch today we have Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York He gives us an update on Cyprus and hopes for a last-minute bailout reprieve. He also discusses if investors are truly worried that if Cyprus bailout failure would shake stocks. And finally, Dodge gives us a taste of what to expect this week, given it is th...

RHB Research analyst Alexander Chia discusses the following in relation to the auto sector:  - how recent Feb stats affected TIV forecast for year end - attempts to quantify election risk - impact of ASEAN integration on industry, and consumers - brands leading the non-national car segment - best way to play this theme See omnystudio.com/listener for privacy information.

On World Market Watch today we have Tim Mulholland, Managing Partner of China-America Capital Company in Chicago. He discusses the European Central Bank's Monday deadline for Cyprus to agree to a bailout plan. The ECB had announced that it has agreed to continue supplying emergency funding to Cyprus's banks until next Monday. But if the bailout hasn't been agreed by then, the ECB would then step a...

On World Market Watch today, we have Lucinda Chan, Division Director & Head of Asian Business at Macquarie Private Wealth in Sydney, Australia She discusses: -- the next move for Cyprus, after the parliament has rejected the bailout proposal -- if Russia could be the 'white knight' for Cyprus -- why the EU was Cyprus to fund a part of its own rescue package, when those terms were not asked of...

Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California, discusses:  - Cypriot bailout impasse - repercussions if policy of burden-sharing does not reach its desired objective; - Germany - election year - risk of political posturing in addressing Cyprus - further aggravating the financial crisis - spooking the markets; - Recovering US economy -...

Barclays Capital Singapore economist Leong Wai Ho talks about: - ETP scorecard surpassed targets, with the most visible impact being the 24.8% jump in nominal private investments to RM139.5bn, exceeding the target by 9.1%. Overall, happy noises?  - Misses included: - Talents returning to Malaysia in 2012 was 920, 23% below the target of 1200. But commendable progress. How this affects product...

Lim Sue Lin of Hwang DBS Vickers Research talks about: - likelihood of speculated privatisation scheme coming to pass - possible pricing. Average P/BV for previous banking M&As is about 1.8x.  - why RHB merging with MBSB could be more likely this time around - significant benefits of such a merger - call and target price for RHB - overweight call on the financial services sector ,names he...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York, discusses:  - Cypriot bailout plan;  - Sanctity of bank deposits in Europe - Europe having "too many objectives and too few instruments" - Europe's political system is "failing Europe.";  - Standard and Poor's view: high risk that Spain, Italy, Portugal and France will not...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses:  - The Ides of March nearly upon us -- whether expect US Stocks to sustain their upward momentum, given the four housing reports due out in the coming week and the Fed’s two-day meeting, which ends with the release of its policy statement, economic forecasts and a press...

Benny Lee, Chief Market Strategist at Jupiter Securities discussed:  - broader market to continue its downside this week? speculation that elections may be called Thursday or following Monday.  - charts of following stocks:   - talk of RHB going private - up 10 sen in early morning trade.   - SP Setia - in the news with its succession plan  - Astro results out la...

Alliance Research analyst Ian Wan discusses Top Glove's Q2 results:  - reaction to results - impact of minimum wage  - update on gas supply situation - aggressive expansion plans in Emerging Markets - top picks for the sector - recent purchase of ICON  building - trading buy retained at RM6.13.  See omnystudio.com/listener for privacy information.

Mikio Kumada, executive director at LGT Capital Partners in Hong Kong, talk about whether the Asian markets can sustain as they saw weakness despite positive news from the US. He also talks about - The recent moves in Hong Kong and China to cool their property market in fears of a bubble; - How despite the mixed economic data, there is still potential in the Eurozone, although fatigue over the iss...