Market Watch

Peter Yang, Principal at Kiasu Trader.com talks about expectations for KLCI and why he's bullish on DRB Hicom. See omnystudio.com/listener for privacy information.

Tim Mulholland, Managing Director, China-America Capital Company, Chicago, discusses: - Brazil - slash - interest rates - larger-than-expected 75 basis points - auxiliary engines falter; - BRIC issues - strong currencies - inflation - deficits - real-estate bubbles; - China - decelerating - 7.5 per cent; - Greek - bond swap deal - what's at stake. See omnystudio.com/listener for privacy informatio...

Today we speak with Ben LeBrun, Market Analyst and Commentator at Options Express in Sydney. He speaks about how Australia's economy expanded at half the pace economists forecast last quarter. Ben also discusses if the can the argument be made for a further rate cut, and when he sees this happening. Also find out his outlook for the Aussie dollar.  See omnystudio.com/listener for pr...

  Today on Market Watch, Dr. Michael A. Yoshikami, Founder & CEO of Destination Wealth Management discusses:   Of Oil How much will the impact of rising oil prices will affect US GDP growth   Of China : The repercussions of China cutting its growth forecast to just 7.5% (the first time since 2004 that the annual target has dropped below 8%)   And then there's Greece :...

Andrew Wong, Chief Investment Officer for Equities at Aminvestment Bank talked about... - when the liquidity party's ending - further scope for foreign inflows into Emerging Asian markets  - why Aminvestment's year end target for KLCI's at 1,700 - favourite defensive stocks: PetChem and Axiata  - asset allocation: in equity vs cash   See omnystudio.com/listener for privacy informati...

Today on Market Watch, Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers discusses: Stocks in the past week hit several key milestones: The S&P 500 was up for eight of the last nine weeks, the Dow closed above the 13,000 mark for the first time since May 2008, and the Nasdaq at one point crossed the 3,000 level and is trading at its highest since 20...

Bernard Ching,  Head of Alliance Research talks about - 4Q2011 results season, sectors that were outperformed vs the ones that tanked, - discussed quickest way out for Malaysia Airlines, which reported disappointing results Given its depleted shareholder equity, MAS risks being classified as a PN17 company, which could occur if the auditors express a modified opinion with emphasis on its...

On Market Watch today, Tim Mulholland, Managing Director of China-America Capital Company in Chicago discusses: -- His outlook on economic data released: jobless claims numbers show that the jobs sector still has its momentum and January consumer spending reflected post-holiday effect -- Tim shares whaat he found interesting in US Fed Reserve Chairman Ben Bernanke's testimony, who faced lawmakers...

TA Research Head Kaladher Govindan talks about - likelihood of a market correction - elections @ GE 13 - not until Felda Listing - catalysts for the market  - top buys - defensives and cyclicals the way to go  See omnystudio.com/listener for privacy information.

On Market Watch today, Ben LeBrun, Market Analyst and Commentator at Options Express in Sydney discusses: -- A sizable 4.6% drop in construction work for the last quarter, reversing an 11.7 percent rise in the September quarter. Ben says it was seasonal factors were in play in the Dec quearter, with the holidays.  -- It may have a a slightly negative knock-on effect into GDP nu...

Alex Khor, Acting Financial Controller at China-based food manufacturer Sozo Global, listed on Bursa Malaysia addresses the following: - two CFO's have resigned in 2011 (31 May and 31 Dec) - what's going on - concerns on transparency and corporate governance - its share price, last closed at 61.5 sen, vs net asset per share at 91 sen, EPS at 24.15 sen. listed in Dec 2010 at 80 sen - secondary...

Philippe Ithurbide, Global Head of Research at Amundi Asset Management, discusses: - ECB - second round - quantitative easing - global recovery; - Utility of funds: loans - balance sheets bolstering - opinion; - Angela Merkel - summit meeting Brussels March 1-2 - voting speculation - bailout firewall size; - Greece - growth potential - austerity emasures - chance of withdrawal; - Amundi message to...

Carlsberg Brewery (M) Bhd Managing Director Soren Ravn discusses the company's dividend, price hike, and targets for 2012. Its share price is at its highest this millenium.  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: - G-20 resistance to Eurozone firewall - Germany - Merkel role; - Jim O’Neill: Europe “doesn’t really need any outside money .. It needs their own policy makers, especially Germany, to show leadership." - whether German resistance has added some discipline - f...

Benny Lee, Chief Market Strategist at Next View Sdn Bhd talked about ... - FBM KLCI displaying double top pattern, immediate resistance and support levels at 1,565 and 1,550 - Axiata near all time high - what charts show for this stock, which announced a surprisingly high dividend payout for 2011 - a 60% payout ratio, double that of last year's 30% - Oriental Holdings' share price rose as much as...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, discusses: - Iran oil crisis - markets - pricing; - Eurozone - “firewall” - contagion - Germany - brinkmanship; - BRIC - Eurozone - bailouts - bond yields; - Australia - Labour Party - Polls - resources prices - national elections. See omnystudio.com/listener for privacy information.

Tim Mulholland, Managing Director, China-America Capital Company, Chicago discusses: - In the US, two separate proposals for tax plan reforms from Obama and Romney; - Criticisms that Obama's plan does not address the minimum tax on overseas profits, which critics say disadvantages its own US firms competing globally; - Why Obama has ignored this issue; - In Germany, resistance to its participating...

Jeremy Goh, Analyst at Alliance Research talked about IJM Corp (NEUTRAL at RM6.58) - Sungai-Buloh Kajang MRT line, West Coast Expressway, LEKAS highway and why he's keener on Mudajaya (BUY at RM4.43) , though dividend yield is in the 1% region.  See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst and Commentator at Options Express in Sydney, discusses: - Iran - risk of a military conflict rising; - Greece - bailout bandage - contagion; - Asian exporters - China - manufacturing - contagion; - Nouriel Roubini - markets tough 2012; - Foreign minister Kevin Rudd - resigned - polls - political instability. See omnystudio.com/listener for privacy information.

Peter Yang, Principal at KiasuTrader.com gave his views on Compugates, Wah Seong and Coastal Contracts. See omnystudio.com/listener for privacy information.

On today's Market Watch, we spoke to Dr. Michael A. Yoshikami, Founder & CEO at YCMNET Advisors in San Francisco. He discusses: -- what he thinks of the terms that have been agreed for the second bailout -- why Greece will probably eventually default in an orderly fashion -- the "bailout band-aid" has probably bought the country a year or two -- the lack of participation from the IMF and...

Ker Chung Yang, Investment Analyst at Phillip Futures, Singapore talked about crude palm oil futures, which hit an 8-month high of RM3,260 yesterday. Discussed droughts in Argentina and Brazil, and the impact of Eurozone troubles on CPO demand levels in Europe.  Resistance levels for CPO at RM3,300, RM3,450 and support levels for CPO at RM3,000, RM2,900. See omnystudio.com/listener for privac...

Daryl Guppy CEO Guppytraders.com discusses: - Risk assets jumping - China loosening monetary policy - optimism Greek bail-out deal - More to come or take some money off the table; - Oil, around $121/barrel - eight-month high - What the charts say; - What he trading right now - the themes he is playing. See omnystudio.com/listener for privacy information.

On today's Market Watch, we spoke to Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers. He discusses:  -- Why there could be a hint of spring in the air -- a sign of sunnier days for the US economy. Positive data caused US stocks rallied last week. S&P 500 Index is just two points shy from erasing its losses since April 2011. Dodge says the lac...

Tim Mulholland, Managing Director, China-America Capital Company, Chicago, discusses: - More reductions by China of US T-Bills - Eurozone rescue - conditions; - Europe - Greece - more brinkmanship - whether default; - How Greece could have brought Europe nearly to its knees. See omnystudio.com/listener for privacy information.