Market Watch

Dodge O Dorland, Chairman and CIO at Landor & Fuest Capital Managers in New York talked about... - post-summit exuberance of Thursday fast evaporating - how worried is he about Italy - hopes for G20 meeting later this week - US' ISM Manufacturing numbers out on Tuesday - earnings he's watching in the US this week  See omnystudio.com/listener for privacy information.

Tim Mulholland, Managing Director, China-America Capital Company, discusses: - Breakthrough in EU talks; - Whether stocks rise justified; - That resolutions rather short on details; - Concerns over 'the big unknowns'; - US GDP numbers - 2.5%, in line with estimates; - Jobless claims; - Investing strategy. See omnystudio.com/listener for privacy information.

Joe Quinlan of US Trust-Bank of America Private Wealth Management says the European Financial Stability Fund may be leveraged to 2 trillion Euros to give the market confidence. Asking bondholders to take a severe haircut, 40-60%, may punish Italy and Spain and further push up sovereign debt yields to unmanageable levels unless the EFSF is sufficiently large. Given the volatility, Joe is recommendi...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, discusses: - Views on weekend EU Summit talks to address Eurozone debt issues; - Chances of private funds helping to beef up the EFSF; - Convincing Greek bondholders to take a bigger haircut than previously committed to; - Preventing contagion from spreading to holders of Italian and Spanish debt; - Pre...

Tim Mulholland, MD at China America Capital Company talked about... -  why there was little market impact from Muammar Qaddafi's capture - damages from Greek protests, and impact on this Sunday's summit - what he's expecting from this Sunday, Oct 23rd summit - Microsoft's results, which met estimates - jobless claims, existing home sales and Philadelphia fed survey See omnystudio.com/listener...

Alex Khor, corporate advisor for Sozo Global talked about plans for its cash pile, its dividend policy, sales to the Middle East and its plans to list in Singapore. He also talked about managing negative perceptions about food and China. See omnystudio.com/listener for privacy information.

Wu Kun Lung, Economist at EM Economic Research, Credit Suisse in Singapore talked about what he's expects Sept CPI and unemployment figures, which will be out this Friday, what the numbers may say about Malaysia's economy, forex risk to inflation and biggest risk to inflation.  See omnystudio.com/listener for privacy information.

Dr Michael A Yoshikami, Founder & CEO at YCMNET Advisors in San Francisco talked about - France risks losing its AAA credit rating - Goldman Sachs, 2nd time in 12 years that it announced a quarterly loss - why shares went up - Other US Results: Apple, Yahoo, Intel - Occupy Wall Street in its second month after going global last weekend - US data: PPI yesterday, CPI and housing starts today - C...

Ker Chung Yang, Commodity Analyst at Phillip Futures, Singapore talked about... - Germany crushing dreams of an ultimate solution come Oct 23rd - how much that is going to weigh on crude oil - outlook on demand for global crude - the IEA cut its forecast for global crude demand in 2012 - catalysts for this commodity - oil prices for the rest of the year - WTI crude futures may trend higher to $100...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York talked about... - Germany snuffing out dreams for a swift solution come Oct 23rd - Nouriel Roubini's views on eurozone issues; how EFSF needs to be more than 4x its current size to be effective - US results seasons: Citigroup, Wells Fargo, IBM - the biggest energy deal of the year: Kinder...

Benny Lee, Chief Market Strategist of Next View Sdn Bhd talked about... - what he's expecting for the FBM KLCI this week - CPO Futures, which ended at a two week high of RM2,906 on Friday,  expects more upside this week - what charts show for local plantation stocks - property stocks: YTL Land, Malton - stocks on his radar this week, with target prices See omnystudio.com/listener for privacy...

Dodge O Dorland, Chairman and CIO of Landor & Fuest Capital Managers, New York talked about... - outcome of G20 meeting over the weekend - whether the IMF should be handed more cash - Occupy Wall Street protests, which have spread across Western Europe, Asia, US and Canada with violence in Rome - levels expected for US markets, stocks that have been beat up that could present opportunities - o...

Tim Mulholland, MD at China-America Capital Company in Chicago talked about... -  US trade deficit, which was little changed in August at 45.6 billion   - US initial jobless claims unexpectedly fell 1,000 to 404,000 last week - whether overall, he's expecting a strong quarter - JP Morgan’s profits which beat estimates, due to an accounting gain - whether he views JP Morgan’s...

Though Slovakia said no to EFSF, China’s propping up its banks and Indonesia cut interest rates, why has the FBM KLCI been seemingly immune to bad news? We spoke to a few traders to get their take on this. See omnystudio.com/listener for privacy information.

Ben LeBrun, Markets Analyst at Options Xpress in Sydney talked about... - EU banks could shrink to hit capital rules - FOMC minutes, showing officials are deeply concerned about the economy - PepsiCo delivering solid 3rd quarter results and VIX has fallen below 30 for the first time since early August - Occupy Wall Street protests have gained support from Joseph Stiglitz and Paul Krugman - what he...

Alex Lu, Next Trade blogger and remisier with Kenanga IB talked about - bear rally on KLCI - possibly as high as 1,420 to 1,450 - Sime Darby and E&O shares post-SC's call that MGO is not necessary - what's driving volumes for Dutaland shares and its warrants, which was a laggard on the KL Plantation Index last week - Air Asia staging technical break-out yesterday - why he has a technical buy o...

Dr Michael A Yoshikami, Founder and CEO at YCMNET Advisors in San Francisco talked about... - Slovakia saying no to expansion of EFSF - Aluminium producer Alcoa's results, the first of US corporate results season - if and how it colours his view of economic activity - US Senate passed currency legislation, risk of trade war - China trade numbers on Thursday, CPI on Friday - what he's telling his c...

Suresh Ramanathan, CIMB Head of Regional Rates and FX Strategy talked about... - how US is likely to try managing the strengthening USD to retain competitiveness for their exports - US Senate voting on legislation to punish China for keeping its currency undervalued - his views on China undervaluing its Yuan, whether China is doing the right thing - whether RM's decline in last six months was due...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York talked about - whether he buys Angela Merkel's and Sarkozy's promise of a plan in 3 weeks - how long US markets' optimism will last - Dow Jones surged 200 points at open yesterday, S&P500 saw its biggest gain since Aug 23 - outlook for results season in the States, how much weight to p...

Kaladher Govindan, Head at TA Research gave is views on Budget 2012 ... - GDP growth forecast by govt of 5-6% for 2012 vs most other houses predicting less than 5% - neutral impact on FBM KLCI - response to Felda listing, impact on other plantation stocks - why MBSB excluded from list of favourite banks - why HOLD on Gamuda though MRT tender delayed - why he likes SP Setia and Mah Sing, despite re...

Dodge O. Dorland, Chairman and CIO of Landor & Fuest Capital Managers, New York talked about... - Angela Merkel and Nicolas Sarkozy giving themselves 3 weeks to devise a plan to recapitalise banks - whether the eurozone is muddling through, headed for a deeper monetary union or a break-up - expectations for US markets this week, given fairly positive economic data last week See omnystudio.com/...

Gerald@Gerry Ambrose, MD of Aberdeen Asset Management Malaysia talked about his expectations for BUdget 2012, impact on our competitiveness, how it affects his portfolio strategy and his wishlist. See omnystudio.com/listener for privacy information.

Tim Mulholland, MD at China-America Capital Company in Chicago talked about - the future of Jobs-less Apple - why markets aren't trading that much higher despite BOE adding more juice to their bond purchase plan and Trichet saying ECCB will buy covered bonds - whether he feels that European authorities are getting on top of the bloc's debts woes - Obama's unscheduled comments on the $447b jobs pac...

Ben LeBrun, Market Analyst at Options Xpress, Sydney talked about... - Dexia's rescue by the French and Belgium government - more 'bad banks' to come, with Moody's warning of more European downgrades - how he feels about EU officials working on plans to boost bank capital - why the lack of leadership from Europe - Apple's Iphone 4s disappointing fans, the beginning of the end of Apple? - what he's...

Ker Chung Yang, Commodity Analyst at Phillip Futures in Singapore talked about why he thinks crude palm oil demand is fundamentally strong, and that the market is oversold. Palm oil futures sank to a fresh one-year low on Tuesday on concerns a Greece default is inevitable, potentially unleashing a financial crisis which would drag the world into recession. CPO to trade between RM2,700-RM2,900 in t...