Market Watch

Lynn Cheah, CEO of Eastspring Investment Bhd talks about - overall market outlook - investment strategies - opportunities: IPO's, business trusts - three sectors she's long on - three she's underweight on - IPOs of 2012 - Felda, Astro See omnystudio.com/listener for privacy information.

On World Market Watch today we have Mikio Kumada, Executive Director at LGT Capital Partners in Hong Kong Listen to the podcast to find out more about: -- The ECB's decision to leave its interest rates unchanged in its first meeting for 2013 -- If the worst of the downturn in the Eurozone may have already occurred and a recovery is on the cards -- Outlook for unpredictable economies llike Greece,...

Alliance Research analyst Arhnue Tan discusses: - anticipated MPOB, shipping data - out today - the case for CPO price recovery - likelihood of El Nino returning - call and top picks - sell call on Felda  See omnystudio.com/listener for privacy information.

On World Market Watch today we have Kingsley Jones, Founder and Chief Investment Officer of Jevons Global, a boutique investment advisory firm in Sydney, Australia. Listen to the podcast to find out more about: -- Outlook for the Australian stock market in 2013 -- Which sectors could outperform -- Preference amongst asset classes -- Global and domestic headwinds to look out for And finally, find o...

CIMB’s regional rates and fx strategist Suresh Ramanathan talks about - data, factors behind strengthening US economy - greenback's strength artifical? addresses concerns re: sovereign credit rating - yen: PM Shinzo Abe vowed to weaken the yen vs predictions of appreciating yen - vulnerability to corrective activity - how he's positioning his clients in these currencies  See omnystudio....

On World Market Watch today we have Dr. Michael A. Yoshikami, Founder & CEO of Destination Wealth Management in San Francisco. Listen to the podcast to find out more about: -- Outlook for fourth quarter earnings cycle -- Which sectors he will watching -- Outlook for broader market -- How much Washington's squabbles could have an impact on the market -- Trends and developments that he will be l...

Robert Prior-Wandesforde, Director of Asian Economics Research at Credit Suisse, Singapore talks about: - India making headlines of late - for all the wrong reasons  - growth assumptions - outlook for rupee, in light of India's current account deficit - sectors he's positive on  - preference - equities vs bonds  See omnystudio.com/listener for privacy information.

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York discusses the outlook for the market ahead of the fourth quarter earnings. How it is expected to colour sentiment, amid market talk that it will be unexciting. He also discusses what sectors to be looking at for the months ahead. See omnystudio.com/listener for privacy information.

Benny Lee, Chief Market Strategist at Jupiter Securities talks about : - likelihood of hitting yet another all-time high this week (KLCI did it thrice last week) - his best calls of 2012  - theme for this year - two picks for this week (hint: gaming and rubber glove) See omnystudio.com/listener for privacy information.

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses: - VIX Index plunging - implications; - Despite this - VIX forward futures contracts pointing to volatility; - Positive US data - S&P 500 at highest since December 2007 - better-than-expected ISM non-manufacturing index - jobs report;  - Jobs data - 155,000 new jobs - risi...

Hanifah Hashim, Head of Fixed Income at Franklin Templeton Malaysia on fixed income outlook - strategy, execution - thoughts on government bonds - launch of Exchange Traded Bonds and Sukuk next week aimed at retail investors     - on anticipated retail participation, as somewhat low in equity markets     - on how it's easier for government and corporates to raise from...

On World Market Watch today we have Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York. Listen to the podcast to find out more about: -- Chances of a a last-minute budget deal to be struck before the end-of-year fiscal cliff deadline -- The 3 biggest market surprises in 2012 -- The outlook for the first trading week of 2013 -- The Eurozone cr...

On World Market Watch today we have Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York. Listen to the podcast to find out more about: -- His impression of this year's holiday sales for retailers, as Christmas is just around the corner -- Just how much the 'fiscal cliff' talks have impacted consumer confidence -- How last month’s dreams...

Mikio Kumada global strategist at LGT Capital Management discusses: - Talks to avoid a U.S. fiscal crisis have apparently stalled: views;  - Whether the climate of goodwill has evaporated;  - Standard & Poor’s upgrade of Greece’s sovereign rating - chances - Eurozone countries climbing out of the abyss in 2013;  - How positioning clients for 2013.  See omnystudi...

Leong Wai Ho, Senior Regional Economist at Barclays Capital, Singapore talked about  - regional favs  - reduced systemic risks - where that leaves Malaysia - GDP - fav sectors - inflation, RM forecast - odds of KLCI having a panic attack, pre-fiscal cliff - foreigners perception of Malaysia See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst @ Options Express in Sydney, discusses: - Hope springs eternal for a Santa Rally -- unless Congress screws it up - Resolution hopes; - Contractionary nature of fiscal plan - views;  - Fed's near-zero interest rate policy - appeal for stocks;  - Among 2013's more interesting predictions: $1200 gold and $50 oil -- due to North American shale - views;  - Big...

Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California, discusses:  - Broad update - fiscal cliff talks;  - Views - Obama - offering to back up - tax hikes - concession;  - Sectoral picks - if cliff resolution;  - Oracle earnings - view - tech sector - outlook statements - view;  - Equities behaviour - S&P 500 just below...

David Ng, Chief Investment Officer at Hwang Investment Management talks about - risk of China overheating - KLCI benefiting from perception that it's a safe haven during volatile times  - impact of election risks on foreign shareholding on KLCI - recommendations See omnystudio.com/listener for privacy information.

Vincent Khoo, Head of Research at UOB Kay Hian Malaysia discusses  - assumptions for general election - winning party, how market will react etc.  - what to do pre-election and post election - preferred sectors, stocks - KLCI target  See omnystudio.com/listener for privacy information.

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York, discusses:  - US fiscal cliff - deal - appears close - issues;  - Clients - positioning; - December data - issues;  - Abe re-election - pacifist policy - fears of re-militarised Japan - US implications;  - U.S. defense cuts - "fiscal cliff" - Asia geopolitical con...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses: - Tax planning -  fiscal cliff concerns - raft of tax hikes; - Markets behaviour - S&P 500 +12 percent for the year - rationale - outlook; - December data - bearing on US markets; - Thin trading - smart money moves. See omnystudio.com/listener for privacy information.

Next trade blogger Alex Lu discusses: - where the FBM KLCI is headed - what's on his Christmas wishlist  - what he's gifting - sell list See omnystudio.com/listener for privacy information.

On World Market Watch today we have Tim Mulholland, Managing Partner of China-America Capital in Chicago. Listen to the podcast to find out more about: -- The fourth round of QE and the US Federal Reserve's move to keep interest rates pegged to the unemployment rate -- If the unemployment rate will continue to fall by about 1 percentage point, in line with a typical post-war mid-cycle expansion --...

SP Setia is pulling far, far ahead of the pack with new sales of RM4.2bn, an unprecedented feat for the sector. RHB Research Analyst Loong Kok Wen discusses - Tan Sri Liew to pare his entire 5.63% stake off by 2015 - private placement - price fixing when, how much - share price - high of RM4.10 in April, not a pretty chart since - trajectory moving forward- achievability of 2013 forecast of RM5.5b...

On World Market Watch today we have Kingsley Jones, Founder and Chief Investment Officer of Jevons Global, which is a boutique investment advisory firm in Sydney, Australia. Listen to the podcast to find out more about: -- the US Federal Reserve's surprising move to keep interest rates pegged to the unemployment rate -- if a fiscal cliff deal can actually be reached by the 31st December deadline,...