Market Watch

Main Board listed industrial rubber hose maker Wellcall Holdings Bhd ED Alex Chew talked about - impact of a Greek default: not too worried as he's confident that business is resilient - how profit margins increase when sales decrease - Wellcall's dividend policy pay out of 50% - they paid out 98% last year, and whether that will continue this year and next - outlook for rubber prices - not a fami...

Dr Michael A. Yoshikami, Founder & CEO at YCMNET Advisors in San Francisco talked about - how soon and how likely's a Greek default and why - who would be the beneficiaries, if any - where to hide safely from Greek woes - safe places to be in Asia - his favourite commodities to be in right now See omnystudio.com/listener for privacy information.

Benny Lee, Chief Market Strategist at Next View Sdn Bhd talked about - weak rebound for KLCI today, expects it to end in the negative for this week - support resistance levels at 1,420-1,460 -  why it's better to stay around and fish in the very short term - telco stocks: telcos just agreed to defer charging 6% service tax for prepaid users  - Mah Sing: KWAP has emerged as a substantial...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York talked about - how and when he sees the ECB reaching a consensus on tackling its budget woes - an ideal replacement for Jurgen Stark would be flexible, pragmatic and eschew default - his concern regarding Athens looking to raise 2b Euros via a property tax - likelihood of Greek default - n...

Ahmad Maghfur Osman, Analyst at OSK Research talks about Malaysia Airlines' trade unions' unhappiness with MAS- Air Asia deal, and tells us more about Sapphire Airlines. Collective agreement between MAS and trade unions ended 31 August. He sees low possibility of a strike; but if it were to happen, MAS stands to lose a few million RM in revenue per day, based on RM6bil revenue per annum. He reckon...

Dodge O Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York talked about - his reaction to US President Obama's "American Jobs' Act" - talk that French banks may be downgraded due to their Greek debt holdings - G7 vowing to to support banks but not offering specific steps, and differing emphasis on Europe's debt crisis - PIMCO suggests Europe needs to...

Wu Kung Lun, Economist at Credit Suisse in Singapore talked about... - how long he sees interest rates on hold for: foreseeable future, - the likelihood of a rate cut, - the ringgit and his favourite Asian currency, and - when he thinks elections will be held in Malaysia.  Bank Negara was the fourth Central Bank to leave rates on hold yesterday. See omnystudio.com/listener for privacy informa...

Jeffrey Tan, Deputy Head of Research at OSK Research assessed Digi's 1-for-10 share split and capital management initiatives. He also names his top pick for the telco sector. See omnystudio.com/listener for privacy information.

Tim Mulholland, MD at China-America Capital Company in Chicago talked about Ben Bernanke, Obama and Jean-Claude Trichet's recent comments and China saying the yuan will be convertible by 2015. He ends with what he's advising his clients to do now. See omnystudio.com/listener for privacy information.

Fadhli Zil Ikram, Senior Dealer at Jupiter Securities talked about telcos. Declined to comment on Digi, whose shares are suspended for an announcement later this morning. He likes Telekom and Axiata. See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst and Commentator at CMC Markets in Sydney talked about - where the money will come from for the proposed $300b injection for the US economy - what he's expecting from US President Barack Obama, Ben Bernanke and Jean Claude Trichet - Down Under: his view on PM Julia Gillard's intention to revive cap and trade - why he's big on Aussie coal stocks See omnystudio.com/listener...

Dr Michael A Yoshikami, founder and CEO at YCMNET Advisors in San Francisco talked about - how much worse things will get in the eurozone before they get better,  - eurozone turmoil: major source of volatility, pressure global banks, drives oil higher as fear reigns - how the newly imposed ceiling on the Swiss franc affecting gold - positive momentum to gold prices, $2,000 per ounce at year e...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York talks about... - how likely is a return to recession for the major economies - what investors should do now, with fear dominating the market - US government suing banks - how it's likely to play out - what he's hoping to hear from US President Barack Obama and Ben Bernanke this Thursday -...

Tim Mulholland of China America Capital Company gives us his take for September, traditionally a bad month. The bright spot would be economic stimulus measures but it will cost the government.  See omnystudio.com/listener for privacy information.

Dodge O Dorland, Chairman and CIO of Landor & Fuest Capital Managers in New York talks about - Ben Bernanke's much awaited speech at Jackson Hole and what's next for the US economy - impact of Hurricane Irene, which caused an estimated $3 billion in damage - economic data to watch out for this week - what he's most heavy-weighted in, looking at his portfolio, and why See omnystudio.com/listene...

Leong Wai Ho, Economist at Barclays Capital in Singapore talks about what he's anticipating from Fed Chairman Ben Bernanke at Jackson Hole this Friday. See omnystudio.com/listener for privacy information.

Tim Mulholland, Managing Director at China-America Capital Company talked about... - whether investors hoping for more stimulus from Ben Bernanke at Jackson Hole will be disappointed - whether he see's monetary policy and fiscal policy working together - what the markets need on a global scale - Warren Buffett's Berkshire Hathaway will spend $5 billion on Bank of America's shares - Buffett as whit...

Ker Chung Yang, Commodities Analyst at Phillip Futures in Singapore talked about market speculation that the Indonesian govermment may announce changes to its export tax post-Raya and what he's expecting from Ben Bernanke this Friday, and the possible impact on CPO prices. See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst and Commentator at CMC Markets in Sydney talks about... - Apple CEO Steve Jobs resigning, COO Tim Cook to be successor - what he's hoping to get out of US Fed Chairman Ben Bernanke at Jackson Hole this Friday - Why the Nikkei 225 Stock Average hardly flinched when Moody's lowered its debt rating for Japan to Aa3, the same level as China's, contrasting with US stock marke...

OSK Research Analyst Ahmad Maghfur Uzman disccuses AirAsia and Malaysia Airlines' results for Q2 2011. AirAsia posted a 47.6% decline in net profit to RM104.25m for Q2 ended June 30th compared to the same period a year ago on higher fuel costs while MAS announced a net loss of RM527m due to higher fuel costs and doesn't expect profit for 2011. He talked about... - jet fuel prices - AirAsia's load...

Dr Michael A Yoshikami, Founder & CEO at YCMNET Advisors in San Francisco: - Not optimistic, though US President Obama has been talking with Warren Buffett about how to boost job creation and spur growth - his advice to Obama - his feel for what Fed Chairman Ben Bernanke at Jackson Hole will say this Friday - what he expects ECB president Jean-Claude Trichet to say, also on Friday - his recomm...

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York talked about: - US markets, any rays of sunshine - bargain hunters to return - oversold opportunities on US markets - across the board, mentions consumer staples, energy, industrials, stay away from financials - expectations for Ben Bernanke's speech on Friday, what if the much hoped-for s...

Benny Lee, Chief Market Strategist at Next View Sdn Bhd talked about volatility this week and what the charts show for TSH, which reported a record pre-tax profit for Q2. He also discussed what the charts show for other companies reporting results this week: Air Asia, MAS, IOI and Sime Darby. No indication of rebound as yet on the FBM KLCI. See omnystudio.com/listener for privacy information.

Dodge O Dorland, Chief Investment Officer at Landor & Fuest Capital Managers in New York talked about - where he expects US stock markets to head this week, as eurozones issues are expected to have more of an impact since earnings season in US draw to a close - key takeaway from guidance provided by US companies last week - why he's keen on hedge funds, though they did badly in August - econom...

Peter Esho, Chief Market Analyst at City Index Asia Pacific in Sydney talked about - the best place to put your money to fight a downturn - that ride out low growth (like infrastructure), leveraged to inflation, and low capitalised types - his only favourite stock in Malaysia is Petronas Chemicals for now, tells us why - various ways to play the gold theme, including emerging gold producer - G-Res...