Market Watch

Alex Lu, next trade blogger talks about - FBM KLCI this week  - Old Town shares at record high on Friday of RM1.55, AEON Credit at historic high of RM9.18 - MMC Corp and Gamuda - surprising chart patterns, drifting lower, possible buying opportunity at these levels  - trading ideas: KEuro and UOA Development - how accurate technical analysis has proved to be for him over the years ...

Vincent Khoo, Head of UOB Kay Hian Research tells us why Muhibbah and Favelle Favco are worth a closer look amongst construction stocks, as bigger contractors are fairly valued and upside is muted, in his view.  See omnystudio.com/listener for privacy information.

Today on Market Watch we speak to Tim Mulholland, the Managing Director of China-America Capital Company in Chicago. He discusses: --  yesterday's Spainish bond sales --  macroeconomic data that came out overnight: jobless claims, existing home sales, and also Philadelphia fed Survey --  the scorecard for 1Q corporate earnigns --   which is the stronger driver for market d...

HwangDBS Vickers analyst Lim Sue Lin updates us on developments in the banking sector - risks with regional expansion - indonesia banking landscape  - Public Bank Q1 results - new MD at AMMB - recommendations See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst and Commentator at Options Express in Sydney, discusses: - US market - good short-term momentum - strong corporate earnings - whether expects momentum to continue; - Flipside - woes - tepid data - euro zone debt woes - worries soft landing China; - Aussie economy - markets - outlook; - Spainish bond auction -- Pimco co-founder Bill Gross: "artificially controlled market"...

CIMB Head of Regional Rates and FX Strategy Suresh Ramanathan talked about the widened Renminbi - USD band, Yuan's direction and his recommendation to exporters to China.  He remains unconvinced of the USD's direction, awaiting April data, March data was disappointing.  Also recommended what businesses with USD dealings should do.  See omnystudio.com/listener for privacy inform...

Today on Market Watch we speak to Dr. Michael A. Yoshikami, Founder & CEO at Destination Wealth Management in San Francisco. He discusses:  -- The US Housing Starts Report and the Industrial production numbers. We ask him if the numbers are reflective of how one could characterize the strength of the US economic recovery – i.e. in limbo, in that middling range that's neither fast no...

Lynette Tan, Investment Analyst at Phillip Futures, Singapore tells us why more volatility is expected for gold in Q2 2012. Sticks with gold forecast of $2,000 by August, though expecting gold prices to dip in Q2. Silver to continue to be volatile, may go above $40 in 2012.  See omnystudio.com/listener for privacy information.

Today on Market Watch, we spoke to Mikio Kumada, Global Strategist at LGT Capital Management in Singapore. LGT Capital Management has been singled out “Best Multi-Asset Fund House“ in Switzerland in 2012, and manages more than 20 billion Swiss Francs worth of assets. Mikio discusses: --  His outlook for Spain, after its debt yields broke above the 6 percent psychological...

Benny Lee, private trader and market strategist expects more market  caution, KLCI to trade sideways with a bullish bias. He explains why he has a Technical Buy on Mulpha and JCY. Also discussed Brahim Holdings, which hit a 52-week high of RM1.36 on last Friday (13 April).  See omnystudio.com/listener for privacy information.

Today on Market Watch, we speak to Dr Shane Oliver, the Chief Economist and Head of Investment Strategy at AMP Capital in Sydney. He discusses: -- his outlook on Spain, after last week European markets were battered by mounting worries over Spain's banking sector and fiscal outlook -- He also discusses his read on China's GDP numbers. The 8.1 percent headline number was greeted with relief by...

Today on Market Watch we speak to Ben LeBrun, Market Analyst and Commentator at Options Express. He discusses: - China reporting a return to a trade surplus in March  - Expectations for Chinese GDP - Outlook for commodities following the IMF's warning to commodity exporters to brace for lower prices given weak global economic activity - Expectations for Aussie stock market following four...

Alexander Chia, RHB Analyst talked about recent developments in education stocks:  - Masterskill - garnering Ekuinas' interest, six Sell calls, competition from KPJ Healthcare's nursing college - catalysts in the education sector - views on SEGI, likelihood of GO - why neutral on this sector, top pick is SEGI.  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 shares his expectations for the first-quarter earnings season, which kicks off this week, and which sectors he likes. There's also a busy US economic calendar this week, which includes the Fed’s Beige Book on current economic conditions, du...

Benny Lee, Chief Market Strategist at Jupiter Securities expects a pullback on the FBM KLCI this week, support at 1,585 and resistance at 1,600. No potential catalysts on the horizon, though external trade and industrial production figures due this week are expected to improve. No surge expected either from Hartalega despite news of RM1.5b project under the ETP. Tells us why he's keeping a close e...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, discusses: - Disappointing March US jobs data - doubts - health - American economic recovery; - Whether - however - positives from US unemployment rate - fell from 8.3 to 8.2 per cent; - Outlook - April - May - US jobs numbers - expectations; - Impact: Obama re-election campaign. See omnystudio.com/list...

TA Research Head Kaladher Govindan talks about Special Purpose Acquisition Companies (SPACs). At least four are said to be in the works.  - market appetite for SPACs - corporate governance issues - shareholders' power to hold management accountable  - research houses to cover SPACs? - how to assess SPACs See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst and Commentator at Options Express, discusses: - US monthly employment report; - Implications - QE3; - Spanish government debt auction - revived tensions - eurozone sovereign bonds; - "Sell in May and go away" - outlook - US stocks. See omnystudio.com/listener for privacy information.

Today on Market Watch we speak to Tim Mulholland, Managing Director of China-America Capital Company in Chicago. He discusses the risk of Spain's high bond yields and the impact to global markets. Tim also shares his outlook on Us equities, as well as his expectations for the March jobs report, ahead of the long weekend. See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder & CEO at Destination Wealth Management in San Francisco, discusses: - Expectations - more quantitative easing; - Minutes - Fed meeting; - US - Engine of growth; - Dollar - outlook; See omnystudio.com/listener for privacy information.

Alex Lu, nexttrade blogger talked about the FBM KLCI, which hit a new high of 1,603.96 on Monday.  - expects market to hold at these levels. but market doesn't seem enthusiastic overall, investors cautious.  - impact of ETP Annual Report 2011 on the market  - based on charts, Alliance Financial Group could go up to RM4.10 - keeping an eye on banking stocks: CIMB, AMMB, Public B...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York, discusses: - Significance - monthly US jobs report; - Q2 - equities-market performance - outlook; - Threats - US recovery - high petrol prices - weaker growth eurozone - hard landing China; - QE3 - possibility. See omnystudio.com/listener for privacy information.

Chris Eng, Head of OSK Research talked about ... - March market performance - was within expectations - risk of retracement in the market  - recommends specific buys in construction, oil and gas: MMC, Kencana, Dialog - cautious on banking, though bullish on it in the longer term - commented briefly on DBS receving approval to start negotiations with Temasek to take over Temasek's stake in All...

Today on Market Watch, we speak to Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers. He discusses:  -- Outlook for Q2 -- Key risks Dodge will be looking out for -- His Q2 investment strategy -- The week ahead will be data-heavy: On Wednesday, ISM will release service figures, and there'll be weekly jobless claims on Thursday. Then, on Fr...

Bernard Ching, Head of Alliance Research talks to us about his approach to the stock market for Q2 2012:  - Q1 better than expected - outlook for Q2, with less risk of global meltdown, more liquidity in the system: focus on fundamentals  - top sectors, why and picks within those sectors:   - construction: Gamuda at RM4.77, Mudajaya at RM4.53   - oil & gas: SapuraCrest at RM...