Market Watch

Mikio Kumada, Singapore-based Global Strategist at LGT Capital Management, discusses: - Moody's downgrade - 16 Spanich banks; - ECB's 'Chicken' Game with European nations; - Weak US manufacturing data - US QE3 possibilities - comparative vis-a-vis overall data picture - interpretation - Selloff - emerging market currencies - India’s rupee, Indonesia’s rupiah, and South Korea won; - &ls...

Ben LeBrun, market commentator at Options Express in Sydney discusses; - Greek exit concerns - rout - Asia and global stocks - outlook; - US Fed comments - fear - bank ‘run’ - whether new easing mode; - Views of upcoming US data - housing starts - building permits - and major retailers (Target, Staples and Abercrombie and Fitch); See omnystudio.com/listener for privacy information.

SapuraKencana Petroleum (SKP) made its debut on Bursa Malaysia this morning. It's the second largest non-Petronas service provider, and 26th largest stock by full market cap. SKP covers 90% of the oilfield services value chain.  However, there are concerns about demand destruction considering Greek woes, slowing China and fragile US economy. OSK Research analyst Jason Yap tells...

Ker Chung Yang, Investment Analyst at Phillip Futures, Singapore comments on crude palm oil (CPO) price which fell RM125 on Monday and since rebounded. Discusses how sustainable rebound is, what recent Intertek and Societe Generale data mean and impact of FELDA listing on CPO prices.  See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder & CEO at Destination Wealth Management, discusses: - German GDP - above expectations - views; - Europe - recession - growth versus austerity debate; - Greek exit - contagion - precursor breakup of the Euro; - Initial views - U.S. retail sales - consumption. See omnystudio.com/listener for privacy information.

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, discusses: - Europe - talks - massive devaluation euro - tied to dollar at parity - whether palatable; - Possible Greek exit - Euro; - China - implications - weakening global economy; - China - cutting bank cash reserves - key takeaways: dependence on the global economy; - Markets outlook: Europe woes -...

Benny Lee, Chief Market Strategist at Jupiter Securities sees the KLCI on a short term downtrend this week. On talk that elections would be called this week, he expects elections come end June/July.  With the jury out on plantation stocks, he's of the view the latter's overbought. Staying out of the market this week. See omnystudio.com/listener for privacy information.

Tim Mulholland, Managing Partner of China-America Capital and an Associate of Sweet Futures in Chicago, discusses: - Fed Chairman Ben Bernanke as saying many businesses and consumers are finding it easier to borrow - views - implications for the economy; - Whether Fed's effort to take a "balanced approach" in supervising banks are working out; - Cisco pointing to "cautious spending" in Europe amid...

Today on Market Watch, Ben LeBrun, Market Analyst and Commentator at Options Express in Sydney. He discusses:  -- Australia's new budget, which is projecting a razor thin surplus of $1.5 billion. Find out who is most set to gain from it, and who will feel the most pain. -- How the surplus target could provide some support for the Australia's bonds and currency -- The situation in Gr...

Dr. Michael A. Yoshikami, Founder & CEO of Destination Wealth Management, discusses: - View that the Federal Reserve will embark on a new quantitative easing policy sometime in the next 60 days; - US economic data - weak points; - Views of Q1 earnings season - quality - revenue growth - margin expansion - outlook statements; - Equities market outlook - Eurozone issues: Greece and French electi...

Lim Sue Lin, analyst at Hwang DBS Vickers Research talks about - M&A's in the financial sector - RHB-OSK, AMG Insurance to acquire Kurnia Insurans, CIMB's acquisition of RBS' Asia-Pac cash equities  - AA Anthony in MBO talks with MPHB - takeover of MBSB - top picks: Maybank, Hong Leong See omnystudio.com/listener for privacy information.

Today on Market watch, we speak to Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York. He discusses: -- In the US, if the weak jobs data (which showed a slowdown in jobs growth for April) will have bearing on what the Fed will do next -- Over in Europe, Nicolas Sarkozy has been defeated by Francois Hollande, France's first Socialist p...

Benny Lee, Chief Market Strategist at Jupiter Securities reckons it's going to be a tough week for the FBM KLCI, resistance and support levels at 1,590 and 1,570 respectively, tells us why.  With Masterskill in the Edge Weekly on how the former could distribute a generous dividend payout, Benny runs through Masterskill's chart with us.  Two trading ideas from him this week:  i. Coas...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, discusses: - The April jobs report - as being far worse than Wall Street expected; - Expectations for more data coming: weekly jobless claims, producer inflation data and trade data; - Whether fears mounting - start of a summer swoon; - Oil prices - free fall; - Companies earnings - quality thus far - o...

Nick Verdi, Currency Strategist at Barclays Capital, Singapore talks about  - Asian currencies, which fell yesterday on dismal US and EU data - expectations for the USD - RM to consolidate - continued appreciation for Renmenbi  See omnystudio.com/listener for privacy information.

Tim Mulholland, Managing Partner of China-America Capital and Associate of Sweet Futures in Chicago, discusses: - Earnings season - quality of earnings; - Analyses retail sales, ISM non-manufacturing data and weekly jobless claims; - ECB holding - interest rate 1.0 percent - wait-and-see stance - weak recent economic data; - Facebook IPO - debut - state of sentiment - equity markets. See omnystudi...

Ahmad Maghfur Usman,  OSK Research analyst talked about the aborted MAS-AirAsia share-swap deal: - how it affects his confidence in GLCs - MAS' cost cutting exercise - collaborations - to push through?  - readiness for ASEAN Open Sky Policy in 2015 - maintain Buy on AirAsia at RM4.57, Sell on MAS at RM0.90 See omnystudio.com/listener for privacy information.

Today on Market Watch, we speak to Ben LeBrun, Market Analyst and Commentator at Options Express in Sydney.  He discusses:  --  The unexpected super-sized rate cut by the Reserve Bank of Australia, by as much as 50 basis points on Tuesday. Markets had only been expecting a 25 basis point cut. --  The rate cut also has many investors wondering what it means to their po...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, discusses: - The tension between better-than-expected corporate profits and the bulls on Wall Street versus bearish economic and European news;   - The need for quality earnings out of the US; - Outlook for US rate hikes; - Friday’s April jobs report - expectations; - Spanish credit ratings a...

On today's Market Watch, we speak to Tim Mulholland, Managing Director of China-America Capital Company, Chicago. He discusses: --  if the stock market is in line for a bigger correction or if it's just a temporary pause that will push the market to new highs --  his thoughts on the Fed's wait-and-see mode --  how the just-released data for jobless claims staying near the 2012...

Today on Market Watch, we speak to Dr Shane Oliver, Chief Economist and Head of Investment Strategy at AMP Capital in Sydney. He discusses: -- How Britain's economy unexpectedly shrank by 0.2 percent in the first quarter of this year, sliding back into techinical recession as construction activity and industrial output fell. Did he see this dip in the GDP coming? -- Dr Oliver also discusses the ke...

Rahul Bajoria, Economist at Barclays Capital, Singapore talked about auto sector in Emerging Asia: - improving outlook for auto exporting economies such as Korea, Japan and Thailand - Thailand better prepared for adverse weather this time around - demand picking up in China, despite fear of economic slowdown - privatisation of Proton  See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder & CEO of Destination Wealth Management, discusses: - The old superstition - sell in May and go away - whether sharp drops main indexes a sign of premature selling; - Poor economic data in Europe - Long-Term Refinancing Operations - implications; - US - mixed signals - rate increase timing. See omnystudio.com/listener for privacy information.

Jeremy Goh, Alliance Research analyst talked about Mudajaya's dependence on Coal India Limited, his estimates for annual operating cashflow generated by Powergen IPP, the dynamics of the coal sector in India and possibilities with Myanmar's economy opening up. Ends with why his BUY call's not going to be revised upwards to a STRONG BUY call anytime soon.  See omnystudio.com/listener for priva...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management, discusses: - Eurozone economic activity contracting unexpected sharply; - Implications: (expected) 2H recovery; - France and Germany: drops in data - continued ascension of Socialism - implications Franco-German cooperation solving Eurozone problems; - China also showing manufacturing weakness - impl...