BFM Media
Market Watch
Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.
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Episodes
Warrants Wednesday - Affin and IOI 13.03.2013 5:40
Khoo Hsien Chun and Nadia Hassan discuss Affin warrants and IOI warrants. See omnystudio.com/listener for privacy information.
Retailers Yet to Join US Bull Market Frenzy. So Will They? 13.03.2013 5:25
Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California, discusses: - Bulls going berserk: whether rally still has legs; - DWM's strategy this past fortnight; - Rally as 'hated' - very little accompanying euphoria - implications: from behavioural, psychological standpoint; - Data-wise - strong monthly jobs report - talk - Fed...
Don't Fight the dollar/yen Train 12.03.2013 7:11
Suresh Ramanthan, CIMB's Head of Regional Rates and FX Strategy speaks with BFM's Khoo Hsien Chun about - how recent economic data from China colours his view of currencies in the Asian region - SGD weakening since late Feb. In the past month, high of 2.5116 low of 2.484. What’s contributing to SGD weakness? - what he's anticipating from MAS’ meeting next month - dollar ste...
High Chance of 1,680 on the KLCI 11.03.2013 8:02
The FBM KLCI could pull back early this week, says Benny Lee, Chief Market Strategist at Jupiter Securities. In this episode of Market Watch, he also discusses: - support, resistance levels for the KLCI this week - whether to return to the market or stay out - bearish CPO predictions from last week's Palm Oil Conference - two short term trading ideas: DRB Hicom and Genting Malaysia See omnyst...
Retail to be Telling as the Bull Charges 11.03.2013 9:24
Dodge O Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, talks about the curren bull run in the market and whether it is sustainble as well as the raft of economic data coming out this week will have an impact. He says: - Of all the economic indicators coming out this week, retail sales will prove an indicator of sentiment. He also points out that earnings fro...
What's Next for Record High Stocks? 06.03.2013 10:13
On World Market Watch today we have Ben LeBrun, Market Analyst at Options Express in Sydney He discusses: -- Australia's GDP numbers -- China's targeet of annual growth and Premier Wen Jiabao's unusual warning -- If the global stock rally has legs -- Expectations for the central bank meetings this week -- The future of Japan's monetary policy, with Haruhiko Kuroda as the new BoJ chief See omnystud...
Yen keeps on trucking, but US is a safe haven 06.03.2013 7:43
On Market Watch, Bill Diviney FX Strategist for Barclays Cap in Tokyo, talks about how currencies have recently grabbed the spotlight. He talks about how the weakening Japanese Yen may have an impact on its neighbours. He also discusses: - How talks of a currency war seem to be overblown. - How if looking for a safe haven, the US dollar still remains the currency of choice. - The futur...
Slow Recovery still On the Cards 05.03.2013 6:03
Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management, talks about the recently passed sequestration crisis, commenting that it really won't be able to derail the US ecomomy, amid the backdrop of good economic numbers. He also comments on: - How earnings will continue to be the big marker for investors in the market, which continues to flirt with record...
Cautiously Optimistic, Waiting for Break-Outs 04.03.2013 5:57
Next trade blogger Alex Lu elaborates on his view of KLCI - neither bear nor bull - why the stock market hasn't fallen - politics - local, US, Eurozone - what he's telling clients - recommends two sectors, themes, name stocks he's waiting for a break-out from - sectors he's reducing his holdings on See omnystudio.com/listener for privacy information.
Breaking the Negative Feedback Loop in Eurozone 04.03.2013 9:24
Dr Peter Bekx, Director of International Economic and Financial Affairs in the European Commission's Directorate General for Economic and Financial Affairs gives us an analysis of the eurozone sovereign debt crisis. He discusses breaking the negative feedback loop, impact of Italy's elections and what next for the euro with BFM's Khoo Hsien Chun. See omnystudio.com/listener for privacy infor...
Media Chinese International 3Q12: Festive boost tempered by rising labour cost 01.03.2013 7:08
Alliance Research analyst Toh Woo Kim talked about Media Chinese International's Q3 results. net profit in its third quarter fell 22.6% year-on-year due to the impact of rising operating expenses, despite a marginal rise in revenue. Woo Kim discussed: - first nine months for FY2012 - adex outlook for Malaysia - update on expansion plans in ASEAN and Greater China - rising operating expenses&...
Haruhiko Kuroda Could Mark a New Phase in Japan's Monetary Policy 28.02.2013 8:27
On World Market Watch today we have Mikio Kumada, Executive Director at LGT Capital Partners in Hong Kong He discusses: -- the expected impact from the sequestration that will kick in on March 1st -- if market jitters on the Italian political impasse have passed -- Japanese Prime Minister Shinzo Abe's nomination of Haruhiko Kuroda, as the next governor of the Bank of Japan -- The future of Japan&r...
Commendable Show by Mah Sing 28.02.2013 7:09
Loong Kok Wen, RHB Research Analyst discusses Mah Sing's Q4 results and: - 2012 as a whole for the property developer - details of the six new projects its rolling out this year, worth RM3.7bn - Mah Sing's ability at creating brand loyalty - valuation after adjusting for rights issue and bonus issue - call remains neutral with reduced target price from RM2.43 to RM2.11 (after adjusting for r...
Watching Washington and Italy 27.02.2013 8:51
On World Market Watch today we have Ben LeBrun, Market Analyst at Options Express in Sydney He discusses: -- if there could be more volatility ahead for the stock market, following fiscal and political developments in Washington and Europe -- Ben Benanke's statements that QE is here to stay -- if traditional safe havens like gold and the yen is back in favour -- his expectations of how the sequest...
Warrants Wednesday - Gamuda and UMW 27.02.2013 6:00
On this week's edition of Warrants Wednesday, Khoo Hsien Chun and Nadia Hassan talk about Gamuda and UMW warrants as well as news surrounding these companies. See omnystudio.com/listener for privacy information.
Italian and Sequestration Headwinds hit Market 26.02.2013 9:11
Dr Michael A Yoshikami, founder and CEO of Destination Wealth Management, talks on this morning's Market Watch about the recent headwinds seen in the market following the uncertain outcome of the Italian general election. He also discusses: - How he feels the correction is just a blip and that the market is still fundamentally sound. - However, the sequestration issue will still continue to...
Has yen's downtrend run its course? 26.02.2013 7:05
Hamish Pepper, Currency Strategist at Barclays Capital, Singapore about: - impact of a weak yen on trade, investment and capital flows - likelihood of yen’s rapid depreciation setting off currency devaluation across Asia - how long will a weaker yen stay - how will Asian peers cope with a weaker yen - yen’s depreciation will be positive for which countries in our region...
Playing the Waiting Game 25.02.2013 6:27
Benny Lee, Chief Market Strategist at Jupiter Securities talks about - selling opportunities on the FBM KLCI - in the thick of results' season, three that are interesting: - IOI, Maybank, YTL Power - staying away for now? - done seling? See omnystudio.com/listener for privacy information.
Calm Before The Sequestration Storm? 24.02.2013 10:29
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 looming deadline for sequestration at the end of the week and if investors should brace for volatility -- market expectation for a compromise to be reached in Washington -- if Ben Bernanke's speech to Congress on Tues...
Risk-less Equities and Sequestration Issues 22.02.2013 8:05
Tim Mulholland, managing partner of China-America Capital Company in Chicago talks about the recent pullback in the US market following the Fed's minutes that hinted towards the QE taps being turned off. As a result, the Dow Jones and the S&P fell for two straight days. He talks about: - How he thinks that the market is due for a correction, it has not had a 10% contraction in 15 months. - He...
Mixed Markets and Equities still in Focus 21.02.2013 7:37
Kingsley Jones, founder and Chief Investment Officer of Jevons Global talks about the recent heat streak the Australian market has been on, but warns that the markets appear to be mixed. On Market Watch he also talks about: - How they are still bullish on equities in the coming months. - How investors are now putting their money to work. - About new industries in the US that might see some interes...
Warrants Wednesday - MBSB and Wah Seong 20.02.2013 4:44
Khoo Hsien Chun and Nadia Hassan talk about MBSB and Wah Seong warrants in this week's episode of Warrants Wednesday. See omnystudio.com/listener for privacy information.
US Economy stumbles to Recovery so say the Numbers 20.02.2013 8:35
Dr Michael A Yoshikami, founder & CEO of Destination Wealth Management in San Francisco addresses the current concerns in the US economy as earnings taper off and more economic numbers flows in. In this morning's Market Watch he speaks about: - How the figures will show that the US economy is stumbling to recovery. - How the bulk of earnings results have come out but the guidance has bee...
US Market Overbought? 18.02.2013 9:39
The US stock market is at a multi-year high, shrugging off news of the sequester. Is it overbought? Dodge Dorland of Landor & Fuest Capital Managers in New York comments. See omnystudio.com/listener for privacy information.
Bullishness in markets to persist despite Eurozone fears 15.02.2013 9:27
On Market Watch Mikio Kumada, the executive director at LGT Capital Partners in Hong Kong talks about the recent bull run in the US markets, which has sparked fears of a possible steep pullback. However Mikio feels that the bull run will continue and any correction will be mild. He also comments on: - How economic concerns will continue to be one of the main themes in the US. - How Eurozone...
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