Market Watch

Dodge O Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York talked about - the States - hiring ground to a near halt last month, and as a share of output, the 1.4 trillion dollar budget gap expected for the fiscal year ending in September is one of the largest since World War Two - what if the Fed Government doles out an aggressive dose of austerity -...

Catcha Media Bhd founder and Group CEO Patrick Grove tells us why he stands by growth projections for online advertising though Bank Negara surprised market observers by holding OPR steady at 3%, plans to have Catcha's 14 magazine titles available in iPad-friendly formats and why Malaysia's Ace Market instead of revisiting Singapore. In year 2000, Catcha's IPO on the Singapore Stock Exchange was d...

Tim Mulholland, MD at China-America Capital Company in Chicago discussed - Warren Buffett's suggestion that corporate America could help prevent a US default by pre-paying its September quarterly taxes. Buffett also said Congress is playing a "silly" game of "Russian Roulette" by threatening not to raise the nation's debt limit as it debates deficit reduction - expectations for US employment situa...

Tune Talk CEO Jason Lo told us what he thought of the MVNO industry, and the company's financials, including average revenue per user (ARPU). See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst and Commentator at CMC Markets in Sydney talked about - how big any required restructuring would be for Ireland and Portugal - who should bear the cost - why RBA has left the cash rate at 4.75% since November 2010 - Aussie fast-food group Collins Food's plans to raise up to A$238m in an initial share offering, which would make it the largest IPO in the local market this...

Paul Donovan, MD of Global Economics, UBS Investment Bank in London, gave his views on China's property market. BFM also discussed UOB Kay Hian Hong Kong's views on the China property market. The research house has maintained a Market Weight call on the sector this week, and suggested accumulating quality counters that are still offering good value, especially Agile, KWG and SOHO China. See omnyst...

Dr Michael A Yoshikami, CEO and Founder of YCMNet Advisors in San Francisco, California talked about: - striking similarities between US and Europe's dilemmas, what's the way out for both - how worried that Spain will be next, after Moody's cut Portugal's credit rating to Ba2, two notches into junk territory - possibility of trying new cures, such as a drive towards protectionism and capital contr...

Financial blogger Alex Lu of Next Trade talked about - whether the FBM KLCI is likely to stay at its new high range - how rallies on the ground affect markets - referred to Malaysia in Sept 2008 and Thailand last month - his top three picks for the medium term - Genting Malaysia, MNRB and PBA, though low volumes in the last two   See omnystudio.com/listener for privacy information.

Malcolm E Polley, President and CIO of Stewart Capital Advisors, in Indiana, Pennyslvania talked about - Republicans may accept a 'mini' deal with the Obama administration to raise the debt limit - how effective QE2 has been in boosting the economy - Nestle's talks with China's biggest confectioner by market value, Hsu Fu Chi - trading approach for this quarter - why comfortable with telecoms and...

Dodge Dorland of Landor & Fuest Capital Managers expects the US markets to correct this week after a sterling performance last week.  See omnystudio.com/listener for privacy information.

TA Research Head Kaladher Govindan talked about - when elections will be called - he tells us why he thinks it'll be in 1H 2012 - Economic Transformation Programme (ETP) theme - small and mid-cap players - likely to continue outperforming bigger caps, his favourites - favourite defensives - healthcare, education, also gaming and brewery - what stocks to consider if you're looking for consistent ca...

Tim Mulholland, Managing Director at China-America Capital Company in Chicago talked about - Risk of S&P downgrading US debt from AAA to D if the government fails to up the debt limit. The US government has raised the debt ceiling at the last minute the last 78 times more or less since 1960 - Actual implementation of the final austerity bill approved in Greece - China expressing confidence tha...

Masafumi Yamamoto, Chief Forex Strategist at Barclays Bank in Tokyo tells us why he's optimistic about the Euro, whether ECB's Jean Claude Trichet's proposal for a euro-area finance ministry is plausible and what his short to medium term, and long term outlook for the Euro is. See omnystudio.com/listener for privacy information.

Ben LeBrun, Market Analyst and Commentator at CMC Markets in Sydney talked about - outcome of the Greek vote: 1 out of 2 measures approved, major Wall Street indexes was higher on the Greek vote, euro rose 0.4% at $1.44 against the dollar. - Jim Rogers' view that a failure to boost food production fast enough may lead to shortages to the point where we're going to have no food at any price at time...

Dr Michael A Yoshikami, CEO and Founder of YCMNET Advisors in California talked about - strikes in Greece being the end of this phase, though austerity measures would not be a long term solution - Christine Lagarde being a very good choice for head of IMF - US-India talks - what's significant is both sides are talking - his favourite emerging markets and what he's telling clients this week See omn...

Malcolm E Polley, President and CIO of Stewart Capital Advisors, Pennsylvania talked about - billionaire investor George Soros' proposed Plan B to solve the Greek debt crisis - Greece's parliament to approve a new spate of austerity measures worth more than 28 billion euros - how he sees this playing out - commodities declined to their lowest level since January, trimming gains in commodities this...

Benny Lee, Chief Market Strategist at Next View Sdn Bhd talked about why Equine Capital is on his radar. Would wait for a few weeks first before getting into MSM Malaysia Holdings, Felda's sugar processing unit. Trading range for KLCI to stay sideways this week, from 1,555 to 1,570. See omnystudio.com/listener for privacy information.

Dodge O Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York talked about: - when US economy will improve, as US 1Q2011 GDP came in at 1.9% and the Fed reduced its estimate for 2011 growth from 3.1 to 3.3% to 2.7% to 2.9% - what both sides need to give in to, in order the debt ceiling to be raised from the current 14.3 trillion dollar level - data he's...

R&A Telecommunication Group Chief Operating Officer Nesakumar Retnasamy - biggest risk is commodity fluctuations, but customers understand - project turnaround takes from 3 to 6 months, payment from customers comes in within 45-60 days - R&A has hit 50% of its RM8.8m profit target for the year, so he's very confident of fulfilling profit guarantee. - ends with why they have no dividend pol...

Tim Mulholland, MD at China-America Capital Company in Chicago talked about - US data - jobless claims only showed a modest improvement in employment ahead, new homes sales fell modestly while inventory remains at historical lows combined with recent data. - sees a definite slowing trend in US. very few bright spots in the economy. - China - though hard landing seems unlikely, its factory sector b...

TA Research Economist Patricia Oh expects May CPI to come in at 3.2%, forecasts CPI at 3.5% for 2011. Also talked about indicators - leading index, coincident index and lagging index - which suggest tougher economic conditions in Q2 and early Q3 amid strengthening external headwinds. No rate hikes in July, expects another 50bps hike to 3.5% by end of 2011. See omnystudio.com/listener for privacy i...

Ben LeBrun, Market Analyst and Commentator at CMC Markets in Sydney talked about - No surprises from FOMC Meeting, and disappointed by lack of QE3 package. Talked about possible steps Fed could take to bolster the recovery. - Apple's new iPhone 5 in September - whether to buy stock, depends on whether Apple can continue to innovate - no indication that they can't. Feels Apple is at a high price ri...

Dr Michael A Yoshikami, President & Chief Investment Strategist at YCMNET Advisors in San Francisco, talked about - the Greek crisis unfolding - Greek PM had survived the confidence vote, but it's no guarantee that Greece will be able to pass new austerity measures on June 28th - upcoming FOMC statement - weight placed on sales of existing US homes - advice to clients under current circumstanc...

Benny Lee, Chief Market Strategist at Next View Sdn Bhd say though overall global markets are bearish, FBM KLCI has been supported quite well for the past two months. Also talked about Crude Palm Oil (CPO) numbers, as exports for June 1-20 rose 22% to 970,000 according to cargo surveyor Intertek. Expects CPO to rebound to RM3,200 this week, for longer term expects CPO to be at RM2,800. Though he's...

Malcolm E Polley, President and CIO of Stewart Capital Advisors in Indiana expects Eurozone to ultimately extend financing to Greece as it doesn't want to hurt the euro. Discussed how Greece would able to generate revenue, and how raising taxes is bound to anger people. Expects Greece troubles to last for the next few years.  Eurozone finance ministers' postponed a final decision to extend 12...