Market Watch

Today on Market Watch, we speak to Tim Mulholland, Managing Director of China-America Capital Company in Chicago. He discusses: --  His read on US GDP numbers & jobless claims, in relation to the state of the US recovery --  Spain's expected budget. Pursuing harsh public spending cuts at a time when the economy is again on the brink of recession will not easy for the central bank, on...

Today on Market Watch, we speak to Ben LeBrun, Market Analyst at Options Express in Sydney. He discusses:  -- the S&P ASX200 touching four-month highs, passing the 4300-point mark  -- how he would play the rally -- outlook for Aussie dollar and if the RBA could cut rates next week -- comments on the RBA's latest report card on the banking system and Ben's pick for banking stocks See...

Manoj Vohra, Director for Asia Pacific at the Economist Intelligence Unit, talks about crude oil shocks and what it means for the economy: -  risk of a renewed slowdown in the middle of this year  -  alternate sources for oil for Msia if Iran scenario worsens - Saudi Arabia  -  perception of Malaysia with elections looming See omnystudio.com/listener for privacy informatio...

Today on Market Watch we speak to Dr. Michael A. Yoshikami, Founder & CEO at Destination Wealth Management in San Francisco. He discusses the need to boost the firepower of the Eurozone's rescue fund to at least 1 trillion Euros, and if there is a risk of being "too big to fail". In the US, Michael says although consumer confidence data and S&P/Case-Shiller home price showed the US ec...

Today on Market Watch, we spoke to Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York: (1)  He discusses US Fed Chairman Ben Bernanke's comments on the strength of US labour market (2)  Bernanke has also warned that any further improvements in unemployment will require faster economic growth than that of the past year. Does Joe t...

With PM indicating elections are very soon, TA Research Head Kaladher Govindan talked about  - market patterns leading up to previous elections - EP Manufacturing buying a highway, SP Setia being bought over, what it signifies  - his approach when elections are announced, after elections - sectors he'd stay away from for now  - favourite water stocks  See omnystudio.com/listene...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, discusses: - Europe - fears of contagion - Spanish borrowing costs - growth/austerity conundrum; - Spain - shaky banking sector; - Oil imports - growth impact - recession fears; - Saudis - statements - oil prices @ $100/barrel; - 2Q Outlook See omnystudio.com/listener for privacy information.

Next View's Chief Market Strategist, Benny Lee says the FBM KLCI is still bullish, though weak momentum this week. Expects sideways trading with upwards bias next week. Discussed his trading ideas:  i. Air Asia: support at RM3.55, resistance at RM4.20-RM4.50. no strong selling pressure for past few weeks. chance of rebound to next resistance levels.  ii. JCY International:expec...

Today on Market Watch, we speak to Tim Mulholland, Managing Director, China-America Capital Company in Chicago. -- He discusses why markets fell despite the injection of good news ( jobless claims in US last week fell to the lowest level in four years -- reinforcing signs the labour market is picking up) and is this has boosted the refuge appeal of US Treasuries.  -- On the Eurozone, Tim...

Rahul Bajoria, Economist at Barclays Capital, Singapore talks about:  - Barclays' growth projection for 2012 Msia (5%) vs BNM (4%-5%) and Ministry of Finance (5%-6%) - threat of global commodity prices (oil shocks) and downside risk to Chinese economy to growth forecast - expectations for OPR  - household debt levels  in Msia vs regional peers (borrowers with monthly income of RM3,0...

Today on Market Watch, we speak to Ben LeBrun, Market Analyst and Commentator at Options Express in Sydney. He discuss: -- How markets have been spoked by BHP Billiton's comments that the the rate of growth for China’s steel industry was flattening. He points out that BHP's capex in iron ore is still at AUS$10bil. This could also suggest that we could see the emergence of urbanisat...

Today on Market Watch we speak to Robert Levitt, the Chief Investment Officer and founder of US-based Levitt Capital Management.  Robert discusses why he thinks the US economy is on 'steriods', as well as his outlook on the Eurozone crisis. On China, Robert talks about why China is less competitive today than it was 10 years ago. He says Malaysia stands to gain from the slowdow...

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 whether the rally in the US stock market still has legs and the recent increase in the Bank of America Merrill Lynch's oil price forecast. And over in the Eurozone, Joe sheds some light on the Greek CDS auction, and if Portugal will req...

CLSA Head of Thematic Research, Amar Gill gives us a regional perspective on the following:  - impact of US, Eurozone risk on ASEAN growth - how much of FDI headed to SEA would target Malaysia - how much of a concern inflation is - ASEAN trading link - possible targets for M&A in financial sector - Malaysians' buying power vs Singaporeans - how and when gap will be narrowed  See omny...

Today on Market Watch, we speak to Dodge O. Dorland, Chairman and Chief Investment Officer of Landor and Fuest Capital Managers. He discusses whether the US stock markets are on the upswing or if a correction is on the horizon. He also shares his expectations on the flurry of housing data due out this week, and talks about FedEx's quarterly report as a bellwether for the broader US economy. ...

Craig Chan, Head of FX Strategy, Asia ex-Japan, at Nomura Singapore talks about - expectations for the Yuan, after China Premier Wen Jiabao said he'd let the currency float more freely - risk appetite for Emerging Market currencies - USD-RM, questions sustainability of dollar strength - near term risk for RM, why possibly USD/RM at 3 in six months See omnystudio.com/listener for privacy informatio...

Tim Mulholland, Managing Director, China-America Capital Company, Chicago, discusses: - Strong US data - good times back US; - China - Japan - Hong Kong - increasing US Treasury holdings - interpret; - Major selloff in bonds - whether Fed - further quantitative easing; - “The big debate" - whether beginning massive switch out of Treasurys and bonds and into equities; - Apple - Jobs' Departur...

OSK Research Head Chris Eng, talked about managing election risk, short term and long term, and whether it's too late to get on the consumer stock bandwagon. Discussed:  - Padini - at RM1.50 today, OSK Research target price at RM1.80 - Johore Tin - OSK Research is the only house with a BUY call on this stock at RM1.51 - QL Resources - OSK Research has a BUY call on this stock at RM3.64 He als...

Today on Market Watch, we speak to Ben LeBrun, Market Analyst and Commentator at Options Express in Sydney. He discusses: --  Moody's warned that the growth in demand for steel in China was set to slow to 5.7 percent this year, nearly half of the average of the last three years. Analysts expect that the slowdown will have a major effect on Australian coal and iron ore exports, which account f...

Fadhli Ikram,  Vice President/Head of Islamic & Institutional Dealings at Jupiter Securities on expectations for KLCI today, why he likes Catcha Media despite low volumes, property websites mushrooming and Dutch Lady, even at 52-week highs.  See omnystudio.com/listener for privacy information.

Today on Market Watch, Michael A. Yoshikami, Founder & CEO of Destination Wealth Management in San Francisco discusses: --  Retail sales recorded their largest gain in five months in February, up 1.1%, despite rising gas prices. Economists say the February numbers will have them raising their estimates for first quarter GDP. Michael says the data reflects an improving economy, partic...

Ahmad Maghfur Usman, OSK Research Analyst talked about his upgraded call for the automotive sector from Underweight to Neutral. Addressed DRB Hicom's denial of plans to re-badge any car models into Proton, not much upside to this sector, vehicle sales for the year, why UMW (BUY at RM7.88) and MBM Resources (BUY at RM5.34) are his top picks.  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: - US Data - upturn - jobs market - recovery issues; - Impressions - US equities trading - thinnest levels in 2012; - Chinese hints - Yuan - approaching fair value - thereby halting its six-year appreciation; - Europe - Portuguese yielding <13 percent - Why; - Airbus - six l...

Benny Lee, Chief Market Strategist at Next View Sdn Bhd talked about... - KLCI this week - power sector - indicators for TNB and YTL Power  - China Stationery Ltd - may fall lower than debut price of 98 sen - stocks he's keen on : Versatile Creative, Bonia and Press Metal   See omnystudio.com/listener for privacy information.

Today on Market Watch, Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers discusses:  (1)  The Federal Reserve's meeting this week will be against the backdrop of an improving employment picture. Market watchers say it unlikely for the Fed to announce further monetary stimulus. But it also introduces an emerging conundrum – with labour ma...