Market Watch

Peter Esho, Chief Market Analyst of City Index Asia Pacific in Sydney talked about - Ben Bernanke on Fed being prepared to take action - US dollar as safe haven for now, vs gold and euro - Warren Buffett raising his stake in Tesco - how to mimic Buffett -  investing in simple businesses - being bullish on Qantas Airlines, though IATA expects airline industry profits to fall by US$2billion in...

OSK Research Analyst Eing Kar Mei commented on speculation that PNB could be keen to bag Bonia. PNB currently holds 32.99% of Bonia.  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 - Greece, which pledged $8.8b in austerity measures to cut the 2012 deficit to 6.8% of GDP, which still misses the 6.5% mark set by the troika (EU, IMF and ECB) - Euro-region finance chiefs meeting again next week - how much to read into ISM Manufacturing for Sept which surpri...

Benny Lee, Chief Market Strategist at Next View Sdn Bhd is fairly pessimistic about the FBM KLCI this week, despite Budget 2012 this Friday. Not the time to speculate. Sees September as the start of a bigger correction. Mentioned expected trading range. See omnystudio.com/listener for privacy information.

Dodge O Dorland, Chairman and CIO of Landor & Fuest Capital Managers in New York talked about - George Soros' three-fold solution for avoiding another Great Depression - how Europe can grow - China's manufacturing index for September, - likelihood of a hard landing in China - data to watch out for this week, especially the September employment situation out this Friday - expectations for Q4 of...

Leong Wai Ho, Senior Regional Economist at Barclays Capital, Singapore talked about how sustainable growth in Emerging Markets is in the long run and how much insulation it has from eurozone headwinds. He also talked about his top three favourite Emerging Markets as well as recent developments in Malaysia's banking sector and property sector. See omnystudio.com/listener for privacy information.

Tim Mulholland, MD at China-America Capital Company in Chicago talked about... - German parliament backing an expansion of the euro area rescue fund's firepower - how much closer to saving Greece - enough to save the euro, future of the euro, new leadership at ECB - China PMI data today - US GDP grew 1.3% in Q2, more than estimated - recommendation to investors See omnystudio.com/listener for priv...

SP Setia has rejected PNB’s takeover offer as it “fundamentally undervalues” the company. PNB is offering RM3.90 per share, 40 sen above the last traded price of RM3.50, as well as 91 sen per warrants. RHB Research Analyst Loong Kok Wen talks about this, potential rival bidders and the property industry as a whole. RHB has upgraded their call on SP Setia to Market Perform with a...

Ben LeBrun, market analyst at Options Xpress in Sydney talks about... - Germany voting on Thursday on whether to back new powers for the eurozone's rescue fund - ECB meeting next week, what's going to happen to interest rates - whether Emerging Market equities will bounce back - Mark Mobius thinks so - volatility in Aussie markets - October typically marking an important turning point ahead of str...

Gan Eng Peng, Head of Equities at Hwang DBS Investment Management Bhd talked about - where he sees the market headed - what to do if you're stuck in the market - make sure stocks strong enough to endure a downturn - names stocks he thinks can survive a down turn - if you have cash, what now - how to protect what you have - what he wants for Budget 2012     See omnystudio.com/listener for...

Dr Michael A Yoshikami, Founder and CEO at YCMNET Advisors in San Francisco talked about - Berkshire Hathaway's share buyback programme - why Warren Buffett is doing this, instead of buying another stock - US data - new home sales and consumer confidence numbers - Greek PM won parliamentary backing for a property tax to meet deficit-reduction targets required to avoid default - impact on Greece an...

Chris Eng, OSK Head of Research talked about... - where the FBM KLCI is headed next, as it has sunk below OSK's non-recession minimum of 1,350 points - how long it'll take to find a bottom - top 3 bottom nibbling recommendations and why - RHB Cap, which fell 59 sen to RM7.13 and why CIMB was included in top ten bottom nibbling recommendations though OSK has a neutral call on this bank - what to do...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York talked about - US markets going up overnight - Indiscriminate selling of Emerging Markets, though IMF predicts growth in EM will be around 4 percentage points higher than the rich world this year and the next. He has a long term buy on EM, names his favourite countries within this region....

Benny Lee, Chief Market Strategist at Next View Sdn Bhd talked about how much further downside he sees to the FBM KLCI this week, potential game changers, shorting the market via index futures and what approach would be viable for those less comfy with shorting. Names blue chips that may be attractive in the long term. See omnystudio.com/listener for privacy information.

Dodge O Dorland, Chairman and CIO of Landor & Fuest Capital Managers in New York talked about - ongoing debacle at UBS - Sergio Ermotti is interim CEO, replacing Oswald Gruebel who has resigned over the $2.3b trading loss - view on financial stocks - data releases this week, including US GDP figures on Thursday - outlook for for US markets' performance this week - how he's keeping his head abo...

Troy Davig, Senior US Economist at Barclays Capital, New York talks about - how bad is it, really in the States - accuracy of 9.1% unemployment rate, public sector vs private sector - demystifies Operation Twist - why this instead of QE3 - way forward for the US economy, what needs changing in order for US to attract FDI - advice to his children See omnystudio.com/listener for privacy information.

Tim Mulholland, Managing Director at China America Capital Company in Chicago talked about - calling the bottom for US markets - dubs US leading economic indicators the misleading indicators - how quickly he expects a recovery in commodities - the environment his capital feels safer in - his advice for these bearish days See omnystudio.com/listener for privacy information.

Samuel Yang, Senior Research Analyst at Maybank IB Research discussed Berjaya Sports Toto's Q1 FY12 results - net profit increased 44% year-on-year to RM92.1m. Discusses details of results, road bumps ahead. In terms of gaming patterns during difficult times, noted that in 2009, number forecast operators (NFO's) industry's revenue increased 2% as a whole. BST boasts an attractive net dividend yiel...

Peter Esho, Chief Market Analyst at City Index Asia Pacific in Sydney talks about the outcome of the FOMC meeting, drills down into why and which energy and mineral stocks he likes and reveals the composition of his portfolio.     See omnystudio.com/listener for privacy information.

Dato' FD Iskandar, Group MD/CEO of Glomac Bhd talks about - his outlook for the property market - Glomac's landbank and GDV of projects - investing overseas - confidence in repeating record earnings of FY11 - dividend outlook for 2012 Property developer Glomac Bhd had earlier reported a revenue of RM597m for FY11, the highest in the last five years.   See omnystudio.com/listener for privacy i...

Daryl Guppy, founder and CEO of Guppytraders.com talks about - European equity markets (DAX, FTSE) after S&P downgraded Italy's debt rating - very little as downgrade was baked into the cake - where gold is headed in the short term - short term pullbacks are potentially buying opportunities - US markets' reaction to Obama's comments and FOMC's meeting thus far - not impressed, support and resi...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York talked about - demanding austerity vs boosting confidence in the Eurozone, and how Europe should balance the two - possible solutions from the US Fed Comm, which is having another extended meeting Sept 20-21 - US President Barack Obama's $1.5 trillion in tax increases, which mostly target...

Dodge Dorland of Landor & Fuest Capital Managers discusses the possible outcomes of the FOMC and Europeans' meetings and the direction of the market this week. See omnystudio.com/listener for privacy information.

Suresh Kumar Ramanathan, CIMB Head of Regional Rates and Forex Strategy talks about what's next for Asian currencies. Earlier this week, traders reported heavy fund selling of Asian currencies. Markets are on guard ahead of a possible downgrade of Italy. Discussion covered Yuan, Swiss Franc, AUD, SGD and RM.   See omnystudio.com/listener for privacy information.

Daryl Guppy, Founder and Director at Guppytraders.com in Darwin talked about - L-shaped recovery for the US markets - market is moving rapidly between 10,800 to 11,600 - quite volatile - FTSE, DAX not reacting as much as expected to news of Moody's downgrade of 2 French banks and European Commissions options for intro of euro area bonds - Aussie's S&P ASX 200 following US market, very strong m...