Market Watch

Michael A. Yoshikami, President, Chief Investment Strategist, YCMNET Advisors, talks about home sales and payrolls data, and whether they amountto a 'robust' recovery. He also discusses medium- to long-term global funds flow and their direction, whether equities (which are now at or near their tops) has more rooom to grow. He ends with a discussion on the viability of energy as an asset class. See...

Fund manager John Teoh expects trading on the market to be choppy this week due to spiking oil prices and poor US overnight market. Blue chips to be quite well supported by local funds. Foreign selling has been somewhat subsided, range bound trading this week. He also gave his views on oil prices, and why he favours the oil and gas sector. Top picks are Dayang and Dialog. See omnystudio.com/listen...

Malcolm Polley, CIO of Stewart Capital Advisors, talks about oIl at $106/barrel levels, fighting intensifying in Libya and lower oil output, the dangers of food price inflation, provides outlook on oil prices in Q2 and discusses the developed world’s diverging path towards policy normalization. See omnystudio.com/listener for privacy information.

Dodge Dorland from Landor & Fuest Capital Managers explains the market retreat on Friday and that volatility will be higher this coming week. Oil prices is expected to stay above $100 a barrel and inflation is expected to weigh on consumer sentiment. See omnystudio.com/listener for privacy information.

Jean Cheah, Sales Trader at DBS Vickers, talks about whether foreign funds are now back in developed markets, the effect of oil shocks and inflation on markets. See omnystudio.com/listener for privacy information.

Tim Mulholland at China-America Capital Company says non farm payroll data that is coming out on Friday would probably push the US market up. He disagrees with Ben Bernanke's statement that inflation is only temporary and rates his performance as poor for QE2. See omnystudio.com/listener for privacy information.

Ben Le Brun at CMC Markets in Sydney gives his outlook for GDP growth in 1Q and 2011, and says that the Reserve Bank of Australia's inflation target 2-3% may be too sanguine. He expects interest rate will be raised in August and the Aussie dollar to continue to rise thanks to hot money. See omnystudio.com/listener for privacy information.

Next View Sdn Bhd Chief Market Strategist Benny Lee says investors are concerned unrest in the Middle East may trigger a 2008-ish crisis. With gold prices rallying, and more countries involved in Mid East crisis, it may trigger commodities to bubble and burst again. Technical support between 1,450 to 1470, market headed towards this level. Due to current market sentiment, won't be accumulating sto...

Dodge Dorland at Landor & Fuest Capital Managers says the crisis in Libya will continue to weigh on sentiment due to the possibility of a prolonged shutdown of its oil facilities although oil producing countries can dip into its reserve inventory. Having said that ISM manufacturing data and non-farm payroll could provide a short reprive but it's likely that the data would not show fast enough...

Ben Le Brun, Market Analyst, CMC Markets Sydney, tells what investment opportunities in this chaos, and his outlook for oil prices. See omnystudio.com/listener for privacy information.

OSK DMG Asian Economist Enrico Tanuwidjaja sees Jan Consumer Price Index 2011 coming in at 2.4%, slightly elevated from the December figure. It'll be driven by food, which accounts for 30% of overall basket, as well as transport (16% of basket) due to rising prices. Global headline inflation for Jan 2011 seen at 7-8% mainly driven by big swings in emerging markets. Malaysia inflation forecast at 2...

Robert Pavlik, Chief Market Strategist at Banyan Partners in Florida, talks about the tensions in the Middle East, and discusses how high oil prices can go, the possibility of another global recession if oil keeps rising and at what levels will it start to get worrisome. He also talks about what he is advising clients to do in this period of rising inflation and further monetary tightening in Asia...

Malcolm E Polley of Stewart Capital Advisors says oil price could test $140 if demonstrations in Libya and other countries in Middle East/North Africa continue to get violent. And in Europe, the Christian Democrats' loss in the regional elections in Hamburg and the prospect of losing more regional elections may pressure Angela Merkel to reduce Germany's contribution to bai...

PWC Services LLP Tax Partner David Sandison based in Singapore commented on Singapore's Budget 2011 released last Friday, Feb 18th. The government has laid the foundation to move in the direction of raising incomes by 30% over 10 years, but whether target is achieved is open to speculation. Growth dividend is a good move, Budget 2011 also does a lot more to promote productivity and innovation - go...

Dodge Dorland of Landor & Fuest Capital Managers explains the implications for the US if China does appreciate its Yuan. He believes the market will continue to rally but demonstrations in the Middle East, if they get completely out of hand, would rattle the markets in the short-term. On higher borrowing than usual from the European Central Bank's emergency lending facility, it could be an ind...

Next View Sdn Bhd Chief Market Strategist Benny Lee talks about the uptrend stocks he likes, and counters he'd be liquidating. He also talks about his technical outlook for today, and when he's expecting a significant price rebound on the FBM KLCI. Stocks he's watching, as they have a fairly good uptrend, are IOI, UEM Land, Kulim and finance stocks like Maybank, CIMB and RHB. See omnystudio.com/li...

Tim Mulholland of China-America Capital Company says stocks are looking overbought, a correction is imminent, and inflation could be a concern as asset prices are rising. Meanwhile in Asia, food inflation is still a concern. See omnystudio.com/listener for privacy information.

Ben Le Brun, Market Analyst at CMC Markets Sydney, tells when he expects foreign money to flow back into emerging markets, and the immediate outlook for consumer demand in Australia and the impact of the floods and storms on the economy, and also broker calls on BHP Biliton which announced sterling results yesterday.  See omnystudio.com/listener for privacy information.

TA Research Economist Patricia Oh raised her Q410 GDP forecast to 5.1% YoY from her previous estimate of 3.2% given the higher than expected exports and overall trade balance during the final quarter of 2010. Consensus estimate for Q410 GDP growth is 4.6%. She also discusses her forecast for domestic demand for 2010 and 2011, and whether the ringgit's stellar performance last year is sustainable....

Michael Yoshikami of YCMNet Advisors gives his take on President Obama's budget for 2012, whether the market would correct further this week with more data coming out, and the impact of the anti-government clashes in Bahrain.  See omnystudio.com/listener for privacy information.

HDM Futures Sdn Bhd Futures Broker Representative Kelvin Ho views Monday's dip as temporary as latest figures from ITS, SGS and MPOB are bullish on crude palm oil (CPO) prices, and the upcoming Palm Oil Conference in early March will lend support to CPO prices. Palm oil futures dropped as much as 1% on Monday, with trading range-bound as investors booked profits. He also commented on export data f...

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, discusses positive forecasts for US retail sales in January and whether he agrees that US household spending, which accounts for about 70 percent of the economy, will keep growing. he also discusses whether a second round of monetary stimulus (worth $600 billion aimed at spurring growth and cutting unem...

Maybank IB Research Equity Markets Head of Retail Research Lee Cheng Hooi expects the FBM KLCI to remain quiet today. He reckons selling trend will be as long as foreign hedge funds want to exit the region. The more obvious downturn in the currencies - rupiah, pesos, dong - caused an acceleration of the blood-letting in the market in Asia Pac zone. He expects no volume on key blue chips today, vol...

Next View Sdn Bhd Chief Market Strategist Benny Lee says the FBM KLCI is overwhelmed by selling pressure. Volume this week was twice of last week's, indicating heavy selling in our market. Even so, underlying trend is still up. He views the key support level at 1,450-1470 so further downside correction expected. He expects more volatility for next two weeks before market direction is clear again....

Chicago-based China-America Capital Company Managing Director Tim Mulholland talked about Egypt's Mubarak refusal to resign, China buying overseas resource companies, China securing food and energy independence, and a stronger yuan. He also commented on Ben Bernanke viewing 4.5% economic growth in coming years as ambitious, and the sustainability of US market rally. See omnystudio.com/listener for...