Market Watch

Ben LeBrun, Market Analyst and Commentator  in Options Xpress, Sydney talked about... - European bond auctions overnight - gold sliding below $1,600 an ounce - where's the $2,000 an ounce for gold that was widely expected - oil production levels, post-OPEC meeting in Vienna - China's theme for next year is "progress and stability" - measures and impact on Australia and Asian region - best cou...

Dr Michael A Yoshikami, Founder and CEO at YCMNet Advisors in San Francisco discussed... - outcome of US Fed Reserve's final meeting of the year - abandoning QE3? - US retail sales numbers for Nov - hopes for Beijing's economic growth strategy for 2012 - favourite Malaysian stocks: MMHE and AirAsia - what's on his Christmas shopping list See omnystudio.com/listener for privacy information.

Joseph Quinlan, MD and Chief Market Strategist at US Trust - Bank of America Private Wealth Management in New York talked about... - how close are we to the end of the Eurozone crisis, volatility in the markets - sectors that would survive and thrive - two big meetings to watch this week: FOMC meeting on Tuesday and OPEC meeting on Wednesday - what to do if oil prices fall 10% - what he's advising...

Dodge O Dorland, Chairman and Chief Investment Officer at Landor & Fuest Capital Managers, New York talked about... - implications of Dec 9th summit outcome for businesses and investors on this side of the planet - David Cameron's decision to go it alone - price of no influence in Europe - likelihood of deep Euro-area recession - what could perform well as a result of EU outcome - Russia has t...

Daryl Guppy, technical analyst, founder of Guppytraders.com in Sydney talked about... - Eurozone markets ahead of Dec 9th summit - Shanghai Composite Index and Hang Seng Index ahead of China inflation data today - what's in store for the KLCI for week ahead and year end - impact of flight to safety on gold prices - where he's placing his money this Christmas season See omnystudio.com/listener for...

Malaysia will be hit harder than its Asian peers by the economic crisis in Europe due to its relatively weak public finances and dependence on commodities, according to the Asian team of Nomura International. We speak with Michael Kurtz, the chief asia equity strategist for Asia ex-Japan at Nomura International to get the details. See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst at Options Xpress in Sydney talked about - Eurozone 11th hour negotiations may include running two separate funds, Berlin's pessimism - ECB rate cut expected - Aussie GDP for Q3 came in at 1%, above market expectations for Q4 and 2011 overall - Aussie rate cut of 25bps, impact on banks, likely to pass on to consumers? - expectations for China inflation figures See omnyst...

Dr. Michael A. Yoshikami, Founder and CEO of YCMNET Advisors in San Francisco, California talked about - S&P's warning of a rating downgrade for the 15 euro-area nations - Dec 9th Eurozone summit - Citigroup cuts 4,500 jobs - possibility of a year end stock market rally     See omnystudio.com/listener for privacy information.

Proton Holdings' share price went from RM2.70 to RM4.94 in a month. Proton's share price slumped yesterday to RM4.31 and is another 3 percent down today, with retailers queueing to exit. We speak with OSK Research analyst Ahmad Maghfur Usman about this.   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 talked about... - Italy's cabinet has approved Mario Monti's $40b package of additional emergency economic measures - winning the unions over, as they've declared the package "indigestible" - impact on Asian markets - whether last week's rally will continue - commodities trading giant Carg...

Dodge Dorland, Chairman and CIO at Landor & Fuest Capital Managers, New York talked about... - taking a closer look at US employment data for Nov, which showed unemployment fell below 9% to 8.6% - S&P 500 had its best week since March 2009 with a gain of 7%, whether sustainable at these levels - Angela Merkel vowing to build fiscal union, how effective the "grand bargain" would be - hits a...

A coalition of Six Central Banks rode to the rescue of the Eurozone. How does this affect Asia? We spoke with INSEAD Deputy Dean of Faculty and Research/ Professor of Economics Ilian Mihov. See omnystudio.com/listener for privacy information.

Tim Mulholland, MD at China-America Capital Company in Chicago talked about... -  Mario Draghi calling for "fiscal compact" - for ECB to cut rates or expand help for the Eurozone banking system - how it affects Asia - road ahead for China, as manufacturing activity in Nov slowed, while Beijing cut its reserve ratio - areas he's interested in China - healthcare, IT and agriculture, why - how B...

Ben LeBrun, Market Analyst at Options Xpress, Sydney discussed - relief at coalition of six central banks led by the Fed - Eurozone inflation at 3-year high and unemployment at its highest in more than 13 years - China's surprise cutting of reserve ratio to 21% - impact on Aussie markets, which hit a one-week high on Wednesday - on New Hope Coal, which has received quite a number of take-over prop...

Dr Michael A Yoshikami, CEO and Founder of YCMNet Advisors, San Francisco talked about... - outcome of the Eurozone Finance Ministers meetings, a positive start - US markets in line for a breather from the downdraft - not placing much weight on US consumer confidence number, as fast-changing data - surprised that oil is as high as $110 per barrel now, thinks this is peak, doesn't expect it to hit...

Benny Lee, Chief Market Strategist at Next View Sdn Bhd talked about... - FBM KLCI to go sideways, levels at 1,420 and 1455 - oversold counters at the mo: CIMB, PetChem, MRCB, and Supermax - Sime Darby's chart patterns, as the conglomerate reported Q1 net profit rose 64%, and plantation stocks - MAHB, as KLIA2 cost overruns and new MD as early as Jan in the news - he'd be cautious on accumulating...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York talked about... - US markets this week - US data: new home sales, expectations for consumer confidenc, look out for employment numbers this friday - why he likes pharmaceuticals, lukewarm on telcos - euro's demise? base case is euro survives, bullish - what he's advising clients this week...

Ben Jones, Western Europe analyst with the Economist Intelligence Unit, London talked about the German debt "disaster", why the fuss over the Eurozone when Eurozone debt is less than US debt, what a credible solution would be, and what it means for Asian economies. See omnystudio.com/listener for privacy information.

Chinese Vice Premier Wang Qi Shan warned of a grim global economic outlook; predicting a long term recession. We spoke to Sun Jun Wei, Economist at HSBC Beijing about the shape and form of financial reforms, recent labour unrest, China spending $1.7trillion on strategic sectors, and what it all means for Asian economies and Malaysia, in particular. See omnystudio.com/listener for privacy informati...

Ben LeBrun, Market Analyst at Options Xpress in Sydney talked about... -  German bond 'disaster' overnight - US economic data: durable goods orders, personal income and outlays, jobless claims - impact of Chinese manufacturing data shrinking the most in 32 months in November - expectations for Aussie shares, which closed at 7-week low on Wednesday - any bright spots See omnystudio.com/listene...

When Dutch Lady Milk Industries MD Bas Van Den Berg was on the Breakfast Grille on 22 June 2010, the share price was RM12.50. It has gone up by 90% in the past 1.5 years to hit a 52-week high of RM23.80 yesterday. We talked about - the stock's fundamentals, - what could be driving this rise,  and - what analysts have said about this stock from a fundamental, and technical perspective. Potenti...

Dr Michael A Yoshikami, founder and CEO of YCMNet Advisors in San Francisco, has over $1.1b assets under management, and more than 25 years experience in investment. Dr Yoshikami was named as one of Barron’s Top 100 financial advisors in 2009,2010 and 2011. On this episode of Market Watch, he talked about: - US GDP for Q3, which came in below expectations at 2% - FOMC minutes - optimistic/pe...

CIMB Head of Regional Rates and FX Strategy, Suresh Ramanathan talked about - how the Ringgit supports the recent GDP figures - RM weakening from 3.14 on Nov 11 to 3.18 today - in next 3-6 months, sees the RM more than 3.30, at 3.40 in Q1 - best way to hedge against forex risk if you have borrowings in USD - most important thing to note re:euro, target - what he'd suggest for retail investors keen...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York talked about... - expecting strong Q4 for US economy, despite debt supercommittee failing to agree on cuts - flight to safety in US equity markets - watching for Dec 9th in Eurozone - best way to protect savings - oulook on gold, which fell 2.5% on equity sell off on Monday, its worst 1-da...

Benny Lee, Chief Market Strategist at Next View Sdn Bhd talked about - why the FBM KLCI didn't hit 1,500 last week, which was what was predicted the week before - weak momentum, strong resistance - KLCI chart forming triangle pattern - Benalec and JCY, which have been in the headlines of late - bullish on CPO futures this week at RM3,400, though mild correction expected. it closed at 5-month high...