Market Watch

Dodge Dorland, Chairman and CIO of Landor & Fuest Capital Managers talked about... - expectations for US markets this week - it's said that Wall St could see a technical rebound this week - likelihood of Q4 rally in US and Asia, factors driving this - outcome of negotiations over the weekend by the US deficit "Supercommittee" - data forecast for US existing home sales, GDP and FOMC minutes - w...

Rahul Bajoria, Economist at Barclays Capital, Singapore expects Malaysia's Q3 GDP figures to come in at 4.7%, talked about strength of domestic consumption and whether he's expecting a rate cut come Q1 2012.   See omnystudio.com/listener for privacy information.

Peter Esho, Chief Market Analyst, City Index Asia Pacific, Sydney discussed - Eurozone troubles - Spain's borrowing costs surged to a euro-era record - US data: housing starts, jobless claims and Philadelphia Fed Survey - outlook for AUD, which fell close to parity on Wednesday - top favs on S&P ASX 200 - partial to "boring" stocks like Qantas, Telstra, Fortescue - 50% of his personal portfoli...

Ben LeBrun, Market Analyst at Options Xpress in Sydney talked about... - US stocks falling as Fitch says Europe a Risk to American Banks - traders saying ECB buying Italian, Spanish and Portugese bonds - how much longer can ECB continue? - US CPI and IP numbers - outlook for the S&P ASX 200 index See omnystudio.com/listener for privacy information.

Wah Seong Corp's results for the first 9 months in FY2011 beat consensus expectations  - net profit jumped to RM90.85m from RM31.2m in 2010, on the back of revenue RM1.37b. ECM Libra Research tells us more about what was behind the improved PBT contribution, interprets guidance given and updates on domestic order book and the Australian LNG tender. Despite stellar results, she explains why sh...

Prestariang Bhd CEO and Founder Dr Abu Hasan Ismail talked about its Q3 2011 results, new contracts and plans for its cash pile. Prestariang has declared interim dividend of 4 sen per share and has a dividend policy of 50%. See omnystudio.com/listener for privacy information.

Dr Michael A Yoshikami, Founder and CEO at YCMNet Advisors says give Italy's Monti a chance - if Italian bond yields are still high in 3-4 months, that would be worrying. He also talked about Spain, impact on gold and oil and expected year end global equity rally (sans Eurozone). Touches on hits and misses during the year.  See omnystudio.com/listener for privacy information.

Douglas McWilliams, Chief Executive and Founder at Centre for Economics and Business Research, CEBR in London talked about the impact of eurozone troubles on Asia-based balance sheets, and how Asia can mitigate risks involved. See omnystudio.com/listener for privacy information.

Benny Lee, Technical Analyst at Nextview, expects the FBM KLCI to go beyond 1500 benchmark this week on the back of continued strong buying momentum. Commodity-related stocks could be in focus. See omnystudio.com/listener for privacy information.

Dodge Dorland of Landor & Fuest Capital Managers expect the worst is over the short-term but in the long-term, it remains to be seen if both Italy and Greece can pass through its reforms and if they do, economic growth will still be affected. Spain could be the next target of bearish bond investors. See omnystudio.com/listener for privacy information.

Alex Lu, Next Trade blogger and remisier at Kenanga Investment Bank talked about investors going where angels fear to trade - penny stocks. Talked about two questions to ask yourself before participating in penny stocks. Heavy trading in penny stocks caused volume on the KLCI to balloon to 2.6 billion units on Thursday. See omnystudio.com/listener for privacy information.

Tim Mulholland, MD at China-America Capital Company in Chicago talked about... - Greece's new leading man, Papademos - HSBC reports warn of European spillover into Asia's credit growth and domestic demand. what investors should do then - funds performance - who is outperforming the market - mistakes he's made this year - what investors should look out for before committing to investing in any fund...

Ong Yi Ling, Investment Analyst talked about gold as a safehaven from eurozone troubles. Noted that bull run for gold has lasted a decade, now in its 11th year. Forecast stays at $2,000 an ounce in 2012. Ended with how the man in the street can invest in silver. See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst and Commentator at Options Xpress, Sydney talked about... - Italy bond yields at 7.5%, despite news that Berlusconi's leaving - why this number is significant - markets bracing for a major meltdown - Aussie markets reaction to eurozone woes - China data release yesterday - CPI, IP and retail sales figures- kudos to Chinese authorities - Aussie retailer Myer Holdings' res...

Suresh Ramanathan, CIMB Head of Regional Rates and FX Strategy talks about - whether local businesses should hedge ALL their exposure in Euro, USD - most cost effective way of doing so, in context of exports and importers with USD, Euro dealings - whether businesses should borrow in USD, Euro, risks to keep in mind - should investors keep ALL their savings in RM - what to do if you're looking for...

Dr Michael A. Yoshikami, Founder & CEO at YCMNET Advisors in San Francisco talked about... - Italy's Berlusconi offered to resign after austerity passes, what's next on the cards for Italy - Greece missed its self-imposed deadline for appointing a new leader. Who he's partial to for upcoming elections - preferred safe haven: gold is a safe trade - key investment strategy for working class inve...

Benny Lee, Chief Market Strategist at Next View Sdn Bhd talked about ... - trading on FBM KLCI between 1,460 to 1,500 - Sapuracrest Petroleum - local healthcare stocks - KPJ Healthcare and Apex Healthcare - what he's telling his friends to buy - amongst plantation stocks, likes IOI best at the mo 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: - best case scenario for Italy - Berlusconi leaves - what's in Italy's immediate feature - preferred bomb shelter for his assets - China steelmakers, as Shanghai Securities News said the government will release a five-year plan to develop the industry - why he's bullish on Ma...

Tim Mulholland, Managing Director, China-America Capital Company, discusses: - Greek PM Papandreou's referendum - subsequent U-Turn; - Disorderly Greek default - implications of Eurozone Greek exit; - Fed cutting US growth forecasts; - Possibility of further easing; - Trend of “risk off” - whether Asian exporters should hedge - buy spot dollar. See omnystudio.com/listener for privacy i...

Ben LeBrun, Market Analyst at Options Xpress, Sydney talked about - Merkel, Sarkozy saying no more aid until Greece decides on Euro - FOMC Meeting - did not announce more monetary easing but left the door open - RBA's surprise rate cut - La Nina's return, which could send prices of coal, cattle and coffee up. How this affects his portfolio - bright spots on the ASX 200 See omnystudio.com/listener...

Fadhli Zil Ikram, Senior Dealer with Jupiter Securities expects KLCI to trade between 1,530 - 1,448. Tells us why he's big on PetChem (target price RM8.12) and Kulim (target price RM4.35).   See omnystudio.com/listener for privacy information.

Robert Pavlik, Chief Market Strategist at Banyan Partners, New York talked about - the Greek bombshell overnight, looking at a disorderly default - scenario for the markets - US ISM numbers overnight - US results including Anadarko Petro and Pfizer - how he's protecting himself from volatility - likes US consumer discretionary, tech, industrial and financial stocks, names favourites See omnystudio...

Masafumi Yamamoto, Chief FX Strategist of Barclays Bank in Tokyo sheds light on the Yen. Japan sold the Yen for the second time in less than 3 months after it hit yet another record high against the dollar yesterday. He also talked about the likelihood of other Asian central banks following suit, speculation that Japan may set a Swiss-style floor for the Dollar/Yen and impact on post-quake recover...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York talked about... - US stocks slumping, giving the S&P500 index its biggest decline in almost a month - Oct rally hardly making it to Nov - Futures brokerage MF Global Holdings filed for bankruptcy protection following bad bets on eurozone debt - canary in the coalmine? - out of 160 comp...

Benny Lee, Chief Market Strategist at Next View Sdn Bhd talked about - pullback expected for KLCI early this week, overall positive on the market - support and resistance at 1,470 and 1,500 for KLCI - sees MAHB at RM7, though immediate pullback expected for its share price - what his charts show for TNB, which announced 4th quarter net losses last Friday - Hibiscus Petroleum, which recently bought...