Market Watch

Joe Quinlan of US Trust Bank of America in New York says Greece would probably be bailed out by institutions like IMF that will provide the funding and it is conceivable to think Greece may leave the Euro. On China, he thinks Beijing can avert a soft landing through a combination of pump priming efforts and monetary easing.  See omnystudio.com/listener for privacy information.

Khazanah sold its 43% stake in Proton to DRB Hicom at RM5.50 per share; a 6% premium to Proton’s last closing price. Proton is the largest corporate deal in Khazanah's divestment campaign, which started more than a year ago when it sold a 32% stake in Pos Malaysia, also to DRB-Hicom. Ahmad Maghfur Usman, Analyst at OSK Research talked about the level of transparency in the entire process, wh...

Dodge Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, discusses: - S&P downgrading France and Austria as well as seven nations not in that top tier, among them Italy and Spain; - Views on chances of a possible dilution of the €500bn European Stability Mechanism; - Merkel's description as "urgent" the swift implementation of these measures; - S&P'...

Eddy Wong, Fundsupermart.com Research Manager for Hong Kong talks about - his bullish view on the tech sector, how it's affected by Apple's decision to keep iPhone 4s sales online in China after crowds turned rowdy - why he's positive on China mainland banks and insurers, despite economic slowdown and heavy govt involvement See omnystudio.com/listener for privacy information.

Tim Mulholland, MD at China-America Capital Company in Chicago talked about... - solid Spanish bond auctions, firm sale of Italian short term bills  - ECB President Mario Draghi's comments and what more ECB can do - US jobless claims rose more than expected,  Dec retail sales growth barely budged - how much weight on these - optimistic/pessimistic re:China's Dec inflation @ 4.1% YoY...

Ben LeBrun, Market Analyst at Options Xpress in Sydney talked about... - the US Fed Reserve's latest Beige Book - South African miner Exxaro set to buy African Iron for AUD388m - Cyclone Heidi resulted in port and offshore oil field closures - impact on Aussie miners' bottomlines - Eurozone: German economy contracted in Q4, Italian and Spanish bond auctions end this week - advice to clients this w...

Daibochi Plastic & Packaging Bhd Executive Director Geoff Low Jin Wei updated us on efforts to expand into healthcare, E&E and secure contracts from MNC's in Thailand and Australia. Also talked about outlook for crude oil prices as 70-75% of raw material is derived from crude oil. As he's 3rd generation in the business, he ended with how his role may expand this year.  Daibochi Plasti...

Dr Michael A Yoshikami, Founder & CEO of YCMNET Advisors in San Francisco talked about... - US earnings season: companies to report mood is stabilising, though Philips, Siemens and Tiffany have warned of weak Q4 profits - what he's bullish on in the States: technology, defensive, staples, financial services - China's sluggish imports in December, policy intervention - positive impact on commod...

Peter Yang, Principal of stock chartists www.kiasutrader.com, talks abut Proton, Multi-Purpose Holdings and Gamuda See omnystudio.com/listener for privacy information.

Ace-market listed Inari Bhd  rose to the highest level in 2 months after it proposed to acquire 100% in Amertron, an EMS provider. The stock was up 2.5 sen to close at 40 sen yesterday. Inari MD Dr Tan Seng Chuan shed more light on how the proposed acquisition would triple its revenue, its outlook for the optoelectronics sector and addressed any risk of the proposed acquisition not takin...

Joseph Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York talked about... - Merkel and Sarkozy have finally met - Joe's reaction, what's next and market reaction  - Alcoa, one of the world's largest aluminium producers, reported a 4th quarter loss of $191m; its 1st quarterly loss in more than 2 years  - one investment theme for this...

Suresh Ramanathan, CIMB Head of Regional Rates and FX Strategy talked about... -  the Merkel-Sarkozy summit: not much expected from it - dollar, which strengthened to the highest level in 15 months vs the euro - impact of upcoming US elections in November  -trading range of USD vs RM in short term -  target remains at 3.40 for 2012 Q1.  See omnystudio.com/listener for priv...

Dodge O Dorland, Chairman and CIO of Landor & Fuest Capital Managers, New York talked about... - US unemployment fell to 8.5% in December, but labour force participation remains at 6.4% - US debt vs GDP for 2011 is estimated at more than 100%, alongside fairly positive economic data - the start of US corporate earnings season: watching Alcoa on Monday and JP Morgan on Friday - the event of the...

Alex Lu, Next Trade Blogger tells us why the consumer sector could be the next theme play, consumer favourites, packaging stocks and which ones he'd consider.  Stocks discussed: Dutch Lady, Nestle, Carlsberg, GAB, NTPM, Cocoaland, Muda Holdings, Three-A Resources See omnystudio.com/listener for privacy information.

Tim Mulholland, MD at China-America Capital Company in Chicago talked about... - France's bond sales, what it denotes for market sentiment  - US jobless claims fell 15,000, evidence that US economy's recovery is on track? - employment situation on Friday - investment themes for this year - sensible asset allocation for retail investors here  See omnystudio.com/listener for privacy inform...

Ben LeBrun, Market Analyst & Commentator at Options Xpress, Sydney talked about... - Recent German bond sales which had an average yield of 1.93% - Eurozone PMI data - expects mild recession in Eurozone with quick bounce - Aussie stocks rose two days in a row, with big miners leading the way - how convinced is he by the Aussie rally, with copper prices falling - Names where he's putting his mo...

Dr Michael A Yoshikami, Founder & CEO at YCMNET Advisors in San Francisco talked about... - US stocks climbed on the 1st trading day of the year, sending the DJIA to the highest level since July - Merkel and Sarkozy's meet next week - worst over for Eurozone? - Biggest challenges of this year -Optimism re:Singapore though Q4 GDP shrank - According to Merrill Lynch, equity weighting of UK and E...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York, discusses: - Sarkozy and Merkel warning that 2012 is likely going to be tougher than 2011; - Views of European leaders meeting on January 9 to discuss proposal amendments for commonly-issued eurozone bonds; - Waning South Korea exports and a possible China slowdown; - Whether Asia is as i...

Tim Mulholland, Managing Director, China-America Capital Company in Chicago, discusses: - 2012 U.S. presidential elections - expectations; - China bad loans - pricing appeal to other lenders; - Indications - outlooks of Chinese economic health; - 2012 Predictions on Dollar, Yen, equities. See omnystudio.com/listener for privacy information.

Dr. Michael A. Yoshikami, Founder & CEO  at YCMNET Advisors in San Francisco, discusses: - Record demand for U.S. government bonds in 2011 - outlook for dollar next year; - Whether the outperformance of T-Bills in 2011 surprised him; - Home prices in U.S. falling at a slower pace as an indication on the economic front; - Unemployment data and 2012 outlook; - US Christmas holiday sales. Se...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York, discusses: - China's warning to the European Union to abandon its controversial carbon tax on airlines on pain of a global trade war; - Chinese central bank intervention to support the yuan and weakening Chinese export demand; - Whether Obama and co. is happy with the Yuan rise; - Outlook...

Tim Mulholland of China-America Capital Company says ECB's cheap loans should mainly be used by weak banks in Europe to shore up their capital and it is unlikely that these funds would find its way to emerging markets, causing asset prices there to rise. This unlike the impact of US' quantitative easing programme. See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst at Options Express in Sydney, discusses: - News out of North Korea that the new leader will have to share power with an uncle and the military - how markets will react; - This "free money" that the ECB is offering European banks - whether another short-term cash infusion; - Ramifications following this transfusion; - Views on recent US home data; - Oracle's poor earnings...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, discusses: - American companies and private equity groups doing deals in sectors ranging from industrial rentals to communications equipment; - The dollar's new status as a 'Safe' Haven?   - Gold: down nearly 9 percent to its lowest in almost three months and below its 200-day moving average f...

Tim Mulholland, MD at China-America Capital Company in Chicago talked about... -  jobless benefits dropped to a 3-1/2 year low last week and factory activity in New York scaled a seven-month high in December - whether German Chancellor Angela Merkel’s domestic political troubles will hamper Eurozone progress - Chow Tai Fook, the world’s largest listed jewelry chain disappointed on...