Market Watch

Peter Esho, Chief Market Analyst, City Index, Sydney, discusses: - European Central Bank President Mario Draghi's pledge - comfort levels; - Citigroup chief economist Willem Buiter - ascribing 90 percent chance of Greece leaving the euro zone over the next 12 to 18 months - feedback; - US applications for jobless benefits decreasing  - extent to which slowing economies in Europe and China wil...

The 2nd largest listed private healthcare group in the world, IHH Healthcare made its debut on Wednesday, July 25th on the FBM KLCI and SGX.  Kemp Dolliver, Head of Healthcare Research, Asia at Religare Capital Markets, Singapore talked about:  - whether there's limited upside to what's been described as one of the most expensive healthcare stocks in the world - room for g...

The Monetary Authority of Singapore released its annual report yesterday. Leong Wai Ho, Senior Regional Economist at Barclays Capital, Singapore talked about  - Singapore's revised inflation estimates to 4 to 4.5% - Singapore's growth may fall below 1% if US, Chinese and Europe economies worsen - continued strength in SGD - sectors at risk for possible retrenchment See omnystudio.com/lis...

Dr. Michael A. Yoshikami, Founder & CEO  at Destination Wealth Management in San Francisco, discusses: -- if more stimulus is expected from China in the coming months, despite data showing Chinese factory activity picked up in July  -- if things are worsening in the euro zone, following data that its private sector shrank for a sixth month in July  -- the likelihood that the blo...

Dr Shane Oliver, Chief Economist and Head of Investment Strategy at AMP Capital in Sydney, discusses: -- The recent escalation in Spanish yields -- If the Madrid government losing its battle to avoid a full-scale bailout -- The likely impact on the bloc? -- The IMF's warning that growth in the Chinese economy could be halved this year, due to the Eurozone crisis -- Implications on Australia, as Ch...

Public Bank’s 1H2012 profit was up 3%, ie within expectations. Even so, Alliance Research is the only house with a Sell call on this banking stalwart vs 14 Buy calls, according to Bloomberg's records.  Alliance Research Analyst Cheah King Yoong talks about: - how net interest margin compression is an industry-wide issue - sustainability of dividend yields  - why strength of Pu...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York. He discusses: -- How the Euro-crisis is escalating with Spanish borrowing costs at record highs and the sliding Euro -- If fears are legitimate that the Madrid government is losing its battle to avoid a full-scale bailout -- If the ban on short selling imposed by authorities in Spain and...

Benny Lee, Chief Market Strategist at Jupiter Securities talks about what's behind market's buoyancy in recent weeks, sees FBM KLCI approaching 1,650 and impact of Ramadan on the market. Immediate pullback though in coming days. Also discussed defensive stock Zhulian's chart and TNB's chart, as it announced a net profit of RM619m for 3Q2012. Ended with his approach and two trading ideas for this w...

Peter Boockvar, Equity Strategist and Sales Trader at NY-based Miller Tabak & Co, discusses: - US earnings - big consumer names coming up - expectations for disappointment - issues; - Markets behaviour - issues; - Data insights - flash PMI data expected - China and Europe; - Friday’s U.S. GDP report - thoughts; - Europe - euro sank and Spanish bond yields shot to record highs - issues. S...

OSK Research Analyst Mohammad Ashraf Abu Bakar talks about the proposed mercantile exchange in Malaysia. He discusses: - gold trading in Singapore - Singapore aspires to be Asia’s gold trading hub.  - what would be ideal for gold trading, based on what other mercantile exchanges are doing,  - other precious metals we'd be likely to see on the exchange - silver? - what wou...

Ben LeBrun, Market Analyst and Commentator at Options Express in Sydney discusses: -- his thoughts on Bernanke's Day Two testimony on Capitol Hill -- IMF's annual review of the Eurozone economy saying that the crisis has reached a "critical stage" -- Dr Doom economist Nouriel Roubini prediction that there'll be a "perfect storm" of five events will strike the global economy next year -- And finall...

RHB Research Analyst Loong Kok Wen talks about property developers in Johor who stand to gain the most from the SGD's strength against RM.  See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, discusses: (1) If he was surprised that Fed chairman Ben Bernanke offered no hint of further monetary easing (2) Even if there is another round of asset purchases, there is no guarantee it would have the desired effect (3) If the US economy could be dragged back into recession by two key threats – th...

Media Chinese International (MCIL) announced a special dividend of 41 sen per share in an exercise which will see RM700m distributed back to shareholders. OSK Research Analyst Mandy Teh talked about:  - how this affects the attractiveness of MCIL’s balance sheet. Net gearing bumped up 0.71 times from its prior net cash position.  - how prepared MCIL is for less good times - th...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York, discusses: --  His expectations of stimulus out of China, following second-quarter GDP data and comments by Premier Wen Jiabao to do more to boost growth. --  When he expects the impact of these measures to start kicking in --  What he thinks Fed chairman Ben Bernanke will...

Benny Lee, Chief Market Strategist at Jupiter Securities talks about - KLCI expected to trade within 1,620-1,640 this week - UM Land, which hit a 5-year high after news of its upcoming privatisation broke - top picks amongst plantation stocks, as a couple of research houses have cited Genting Plantation and IJM, while KLK was in the news over the weekend - Felda Global Venture Holdings - EPF is no...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, discusses: -- As the second quarter earnings season really kicks in this week, are companies with foreign business exposure looking decidedly riskier... -- Also, Ben Bernanke will be talking about economic issues before Congress this week. But with global equities riding a wave of stimulus and easing ex...

In the search for safe havens, should you consider an emotional asset class: art? What do you need to know about investing in this complex, opaque and unregulated market? We ask Artvest Partners Michael Plummer, Principal and co-Founder in New York. He talks about: -  art investment philosophy - art spotting - how to ‘value’ art - art auctions? - thoughts on art from Malaysia...

Tim Mulholland, Managing Partner of China-America Capital and Associate of Sweet Futures in Chicago, discusses: -- All the recent Central banks action all around the world have been busy trying to combat waning growth, but is it working? -- Have we reached the point of diminishing returns? -- Could China's latest GDP numbers be weak following a run of soft economic numbers this week? -- More polic...

Ben LeBrun, Market Analyst and Commentator at Options Express, discusses: - Australia’s Deputy PM and Treasurer Wayne Swan's responses to Andy Xie's comments that Australia’s economy is at risk of a Spain-like economic crisis; - Swan's strategy - budget back to surplus in 2012-2013, maintaining low unemployment, strong job creation & cultivating an investment pipeline in resources...

Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, discusses: --  The breakthrough decision on a Spanish banking bailout worth 100 billion euros, with 30 billion being released within a few weeks and Madrid given an extra year to get its budget deficit down to 3%. --  US Corporate guidance has been increasingly negative, investor expecations are...

CIMB Head of Regional Rates and FX Strategy, Suresh Ramanathan discusses: - more pain ahead for the euro, which hovered above two-year lows in Asia today - short term rally for the sterling, post BOE's QE move and keeping interest rates at a record low 0.5% - aussie dollar's momentum and the threat of China's Q2 GDP data  - what investors with exposure to these currencies should do See o...

Joe Quinlan, MD and Chief Market Strategist at New York-based US Trust-Bank of America Private Wealth Management, discusses: - Corporate outlooks at their most negative in four years, evidence of lackluster growth and a series of lowered expectations -- whether a bleak second-quarter earnings expected; - Evidence of slowing in China: export sector, Chinese vice premier Wang Qishan saying China wou...

FBM KLCI is expected to pullback, trade sideways with a bullish bias this week, says Benny Lee, Chief Market Strategist at Jupiter Securities. He also discussed:  - trading range for KLCI this week - further upside for Felda Global Ventures this week - two  trading ideas for this week  See omnystudio.com/listener for privacy information.

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, discusses: -- the concerted global effort by central banks to address the faltering economic growth -- Eurozone finance ministers's meeting to flesh out details of the measures they agreed on at the summit last month, and if markets will react positively on signs that there could be some stability...