Market Watch

 Suresh Ramanathan, CIMB Head of Regional Rates and Forex Strategy talks about:  - his contrarian view on US - why Fed won't buy USD45bn treasuries. - greenback levels, dollar's rep as safe haven  -game over for Mario - rate cut from ECB - euro forecast  - japan in a recession, Dec 16 elections - yen as safe haven?  - tourists headed to Japan - buy yen now or wait?  S...

Peter Esho, Chief Market Analyst at City Index in Sydney, discusses:  - Europe as a better investment strategy to the US - fiscal cliff concerns;  - Asian stocks - solid run this year - upside expectations;  - 'Safe havens' - soaring demand for gold coins - issues. 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: - Italian Prime Minister Mario Monti planning to resign - former premier Silvio Berlusconi to run for office again; - Political turmoil - Europe’s debt crisis; - 'Fiscal cliff' - progress report; - Santa Claus Rally - equity markets - outlook; - Federal Reserve's last pol...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses: - November's jobs report; - 2 million people losing their unemployment benefits; - China industrial output and retail sales growth; - US stock market - trade outlook - fiscal cliff. See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst at Options Express, over in Sydney discusses: -- The RBA's move to lower the official cash rate target by 25 basis points to 3 percent  -- The Aussie dollar's resilience, despite the cut -- If the big four banks will pass on the full rate cut  -- The Chinese stock rally yesterday, after China’s new leadership pledged to boost “urbanisation”.&n...

Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California, discusses: - Comments - Bank of America CEO Brian Moynihan - uncertainty has already hurt business spending - no resolution by year-end presents not only a near-term recession risk but also the possibility of longer negative effects; - Japan's elections - gross government debt to GDP ratio of 2...

Nomura International Chief economist for Asia ex-Japan Robert Subbaraman talks about  - countries with the highest risk of overheating - how central banks will balance raising rates vs hot money inflows - favourite economies in Asia ex-Japan  See omnystudio.com/listener for privacy information.

Supermax Bhd Founder cum Group MD DS Stanley Thai talks about: - overseas expansion - plans in South America - Chicago warehouse - progress, completion date - supply chain management - impact of pending general elections See omnystudio.com/listener for privacy information.

Jupiter Securities' Chief Market Strategist Benny Lee expects choppy conditions on the KLCI, bullish days only come pre-CNY.  Tells us at which point he thinks the rally will be capped. Also discussed whether investors should attempt shorting KLCI Futures if the market rebounds. Ends with his read on Telekom Malaysia's charts.  See omnystudio.com/listener for privacy informatio...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses: - Fiscal cliff - - House Speaker John Boehner quoted as saying, "there's a stalemate" on fiscal cliff talks and "Right now, we're almost nowhere." - extent of concern; - Obama: pressing for an extension of Bush-era tax cuts only for individuals making less than $200,000 or familie...

Tim Mulholland, Managing Partner of China-America Capital in Chicago discusses: -- the fiscal cliff and how markets switch between risk on and risk off, depending on optimistic or pessimistic comments from cliff officials -- the best case (and worst case) scenario for equities -- US GDP numbers and the sustainability of the pace of expansion -- which sectors are interesting, as we move into Decemb...

RHB Research analyst Alexander Chia comments on Tan Chong's Q3 results. Also talks about: - Almera - capacity to dent Proton's sales - revisions to New Automotive Policy - overall call and top pick for the sector - reaction to news that DRB-Hicom not selling Lotus See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst at Options Express in Sydney discusses: -- the Eurogroup's deal on Greece  -- markets' hypersensitivity towards comments on the 'fiscal clifff'  --  how investors should be positioned as Washington races to reach a deal -- outlook for Australian stocks -- outlook for the country's economy See omnystudio.com/listener for privacy information.

After Tambun Indah Bhd's stellar Q3 performance, Managing Director Teh Kiak Seng updates us on: - projects in Batu Kawan, Simpang Ampat area - how it's planning to leverage on Penang Second Bridge - share price performance two years post-IPO - update on dividend policy - min 40% of net profit - raising its profile amongst research houses - currently, as per Bloomberg's records, only TA Research co...

Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California, discusses: - OECD slashing global growth forecasts  warning risk serious global recession - corelation fiscal cliff; - Positive US housing data -- sentiment;  - Outlook for stocks -- bullishness reports; - Chances of US recession in 2013 - OECD - lowered forecasts; - Greece bailout pr...

Though Wah Seong's Q3 was a letdown, OSK Research analyst Danny Chan remains bullish still. Discusses:  - how far off from full-year forecast - order book expansion - North Malay Basin, Turkmenistan, Gorgon - capacity constraints - oil prices - Wah Seong's 27% stake in Petra Energy - what investors should do See omnystudio.com/listener for privacy information.

Peter Boockvar, Equity Strategist at Miller Tabak & Co. in New York, discusses: - Strong Thanksgiving retail sales - whether brightening mood for America retailers; - 35 or so days before the fiscal cliff kicks in - major developments; - Potential 'fiscal cliff disappointment' - some form of fiscal contraction - issues; - Markets-wise - mood - cautious - strategy. See omnystudio.com/listener f...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses: - The latest EU summit - long-term budget - stalemate - implications: economy, public investments, self confidence; - Implications - latest tranche - aid for Greece; - Implications - British exit; - Brazil - fresh corruption scandal - governance issues. See omnystudio.com/listener...

Benny Lee, Chief Market Strategist at Jupiter Securities is pretty dour on the market this week. Possibly as low as 1,540. Names two sectors he wouldn't touch with a ten-foot pole.  See omnystudio.com/listener for privacy information.

Alliance Research Analyst Toh Woo Kim talks about Media Prima's Q3 results. Discusses: - adex outlook for rest of the year - plans to expand non adex-based revenue in 3-5 years' time - impact of collective agreement on NSTP's cost side - dividend pay-out of 6 sen so far - how much more to go - neutral call on sector, and media prima, at RM2.52. Only buy call on MCIL.  Media Prima's net profit...

Mikio Kumada, global strategist at LGT Capital Management in Singapore, discusses: - China - November HSBC Flash Purchasing Managers Index - 13-month high - hard landing; - Implications: Asia - exporting Southeast Asian nations; - Europe - Spain - bonds sale - 2013 bailout - implications - rest of Europe; - Europe PMI - - on course for its weakest quarter since 2009 - austerity - failure - issues;...

On AirAsia Q3 results, OSK Research analyst Ahmad Maghfur Usman discusses rationale behind lowered target price, though Buy call maintained. Also talks about: - profit levels at Thai AirAsia - market overreaction to Malindo - yield compression, risk of severe competition - near term share price catalysts - slowing industry traffic growth - why AirAsia's not headed to India in a big way Tan Sri Ton...

Ben LeBrun, Market Analyst @ Options Express in Sydney, Australia, discusses: - Greek debt crisis - Eurozone “negligence” for delaying decision on how to address his long-term debt pile; - European debt issue; - “Fiscal cliff.” - deal - chances; - Market - sentiment - HP - accounting scandal - 2011 acquisition Autonomy - writedown $8.8bn; - Japan - biggest ever monthly trad...

Malaysia Marine & Heavy Engineering (MMHE) posted its worst quarterly performance ever, on the back of provisions for Cendor FPSO project and JV losses.  Quah He Wen, analyst at HwangDBS Vickers Research discusses - MMHE's Q3 results - bright spots - Malikai - whether provisioning was overly conservative - odds of clinching new projects eg Damar and Diyabekir - how fortunes have worsened...

Dr. Michael A. Yoshikami, Founder & CEO of Destination Wealth Management in San Francisco, talks about the 'fiscal clifff' and shares with us tips on how investors should be positioned as Washington races to reach a deal. He also discusses the Eurozone crisis and how the EU and the IMF is struggling to bridge their differences over how to bring Greece's debts back to a manageable level. To wra...