Market Watch

Mah Sing's Q3 results were ahead of consensus, with YTD new sales a strong RM2.2bn.  RHB Research Analyst Loong Kok Wen talked about: - land bank development; likelihood of securing more landbanks before year end - likelihood of a Dijaya-Mah Sing merger - three top picks for the property sector. Hint: excludes Mah Sing.  See omnystudio.com/listener for privacy information.

Benny Lee, Chief Market Strategist at Jupiter Securities expects the FBM KLCI to be bearish this week, resistance at 1,632, support at 1,600. Also talked about:  - two stocks to watch amongst the slew of quarterly results this week  - two break-out stocks  See omnystudio.com/listener for privacy information.

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, gives us tips on how investors should be positioned, given shortened work week for the US and the race for Washington to reach a deal to avoid the fiscal cliff. Eurozone jitters have re-emerged, as this week looks set for fresh trouble when EU leaders will be meeting to forge a deal on Greec...

Tim Mulholland, Managing Partner of China-America Capital in Chicago, discusses investor sentiment as talks on the fiscal cliff commence in Washington. He also talks of China's new top leadership, which has just been unveiled, and if we are likely to see significant reforms come out from the new line-up. Finally, new GDP data has shown that the eurozone is officially back in recession, with &ldquo...

Daryl Guppy, Founder and Director of Guppytraders.com , discusses: - US overtake Saudi Arabia and Russia to become the world’s largest global oil producer by the second half of this decade - implications - oil prices; - Implications - US economic growth; - Stock market sentiment remains weak - outlook Asian stocks for the rest of the week; - Fiscal cliff - asset dumping; - Expected S&P c...

Bearish bias is to linger on KLCI, says Benny Lee, Chief Market Strategist at Jupiter Securities, based on charts. Names an airline stock and rubber glove stock he's bullish on and ruminates about smoky outlook for tobacco boys. See omnystudio.com/listener for privacy information.

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers discusses the looming fiscal cliff and expectations for the negotiations on the spending cuts and tak hikes. He also shares his expectations for the week ahead, as there will be lots of manufacturing, monetary policy and inflationary data for investors to digest this week. And finally, the world will als...

Tan Teng Boo, fund manager at iCapital.biz on  - his future plans  - corporate governance - his views on Andrew Pegge, co-founder of hedge fund Laxey Partners Ltd. See omnystudio.com/listener for privacy information.

HwangDBS Vickers Research analyst June Ng discusses Gas Malaysia' Q3 results and  - risks, including political risk - why Gas Malaysia pays more for gas than PetChem and the power sector - why she prefers PetGas to Gas Malaysia HwangDBS Vickers Research has a Buy call on Gas Msia at RM2.62. See omnystudio.com/listener for privacy information.

Peter Esho, Chief Market Analyst at City Index in Sydney, discusses: - Obama re-election - cloud of uncertainty in markets; - Markets - impact; - Fiscal cliff - Democrats / Republican divide; - Australian views - Obama. See omnystudio.com/listener for privacy information.

Alliance Research analyst Ian Wan comments on Hartalega's 2Q results - its net profit rose 27% due to lower raw material costs. Also discusses:  - raised its target price for the nitrile glove maker - Plant-6 coming on board in 2H - impact of Latexx Partners and Semperit on rubber glove industry - margin compression - raw material prices - names other rubber glove stocks he likes See omn...

Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California, discusses; - US Elections view - fiscal cliff, jobs and the economy and taxes; - Markets rallying overnight - whether back to a 'risk-on' approach; - China - Communist Party - leadership change - - impact Sino-US relations - fractious relationship - Renminbi manufactured 'cheapness'; - Eurozone...

OSK Research Analyst Danny Chan on  - John Frediksen, chairman and president of Seadrill sitting on board of SapuraKencana - he rarely sits on boards of companies outside his stable - impact on financial statements - management insights - risks: labour shortage and cost savings yet to emerge - when we can expect more light on the latter, from management  SapuraKencana proposed to buy &nb...

Benny Lee, Chief Market Strategist at Jupiter Securities talked about where the KLCI is headed, stocks to buy and sectors to sell. See omnystudio.com/listener for privacy information.

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, discusses: - U.S. Oct jobs report; - Opinion - divided - Obama's efficacy - jobs creation during his term in office; - US Presidential Elections - neck and neck race; - Whether the outcome - offer the clarity the market craves - fiscal challenges; - One concern - no clear winner (as in the 2000 election...

Tim Mulholland, Managing Partner of China-America Capital in Chicago, discusses:  - US Employment data;  - Influence on Nov. 6 US elections;  - Mitt Romney's assertions that Obama’s policies have held back hiring;  - Views - election - whether Obama to get another term;  - Damage from Hurricane Sandy - prospects - QE Sandy;  - Chinese Purchasing Manufacturing In...

Derivatives specialist and author Satyajit Das gives his take on what’s ahead for the global economy and what it means for Malaysia. See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst at Options Express in Sydney discusses National Australia Bank's report card. He also talks about the US presidential market and China's once-in-a-decade leadership change. See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California discusses where investors should begin when trading resumes on Wednesday, following Hurricane Sandy's impact on the east coast. He also talks about which sectors are expected to be hit hardest by the storm and the impact of Sandy on energy and commodity markets. And one week to the elections, Mi...

Thomas Lim, Managing Director, Daibochi Plastic and Packaging Industry Bhd talked about  - training staff and tweaking machinery to meet requirements of non F&B sector ie medical gloves and tobacco sector  - wastage control  - reliance on foreign labour - his take on Scientex's proposed acquisition of GW Plastics' assets - likelihood of going this route - odds of loss of key cus...

Alex Lu, Next Trade blogger sees the KLCI as a very selective market. Tells investors how and where to position themselves in order to benefit from the current run. See omnystudio.com/listener for privacy information.

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, talks about how light trading is expected ahead of Hurricane Sandy and the run-up to the presidential elections on November 6th. He also breaks down Friday's GDP numbers for us, which came in at 2% for the third quarter. Finally, Dodge discusses the employment report for October which will b...

Dr Shane Oliver, Chief Economist and Head of Investment Strategy at AMP Capital in Sydney discusses: -- if there is likely to be another rate cut in November, following the unexpected rise in the underlying inflation rate in Australia -- if policymakers should be concerned about the rising inflation -- his advice to investors ahead of the US presidential elections and the looming 'fiscal cliff' --...

OSK Research analyst Ahmad Maghfur Usman commented on Malaysia Airports (MAHB) 3rd quarter 2012 results. Raised target price from RM7.53 to RM8. Also touched on: - dividend reinvestment plan - KLIA2 on track for April/May 2013 - passenger growth, flight traffic growth - international retailers coming in - forecast 2013 core earnings  See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, founder & CEO of Destination Wealth Management in San Francisco discusses his thoughts on yesterday's debate and market's reaction.  He discusses Facebook's report card, after the company reported its second earnings as a public company. And finally, the New York Times had reported that Ben Bernanke may not stand for a third term. What will this mean for eco...