Market Watch

Ben Le Brun, Market Analyst at CMC Markets, talks about the LSE agreeing to buy Canada's TMX Group and his thoughts on the impact on mining shares, China's raising its rates for the 3rd time since October and any concerns that this might hurt business Down Under. See omnystudio.com/listener for privacy information.

UOB KayHian Research Head Vincent Khoo commented on Multi-Purpose Holdings Bhd (MPHB) proposal to buy the remaining 49% equity stake in Magnum Holdings Sdn Bhd for RM1.6 billion. He is of the view that the market may be slightly disappointed that there was no announcement about listing of Magnum, as would like to see value of assets unlocked. Though MPHB may be a proxy for Magnum at this stage, an...

Next View Sdn Bhd Chief Market Strategist Benny Lee says January figures from MPOB and export data from Intertek Testing Services, which is anticipated to be lower than expected, is already factored into prices for the past two weeks. Bullish sentiment to stay from March to May assuming rains persist in Malaysia and Indonesia. If Egypt's political crisis continues unabated, commodity prices may ri...

Dr. Michael A. Yoshikami, President & Chief Investment Strategist at YCMNET Advisors in California, talks about how European stocks seem to be shrugging off China’s raising interest rates yet again-- the third time since October -- and whether he shares widespread concern that global growth may slow as a result. He also addresses speculation that other economies, especially those largely...

Malcolm E Polley of Stewart Capital Advisors says the market will continue to push upwards as long as employment and consumer spending figures show a convincing rebound. The increase in credit use in December for the first time since 2008 could be attributable to the Christmas shopping and for non-revolving debts like mortgages. More than 70% of the 300+ companies that reported their earnings have...

HSBC Singapore Asian Economist Wellian Wiranto talked about the components driving Indonesia's Q4 2010 6.9% GDP growth - domestic consumption, investment and government spending. Commodity prices played a key role in supporting exports receipts as well as supporting the consumption spree in the outer islands of Indonesia. HSBC continues to see strong growth for 2011 at 6.4% for the year, with upsi...

Dodge Dorland of Landor & Fuest Capital Managers in US explains the job numbers, and what he expects Ben Bernanke would say to the Host Budget Committee. He believes the focus of Wall Street this week is on earnings unless the crisis in Egypt escalates. See omnystudio.com/listener for privacy information.

Ben Le Brun, Market Analyst at CMC Markets in Sydney, gives his immediate outlook for the S&P500 and Dow, and expectations of job data, and the potential impact on the Australian markets due to Cyclone Yasi which is heading towards Queensland coast. See omnystudio.com/listener for privacy information.

Dodge Dorland, Chairman and CIO of Landor & Fuest Capital Managers, expects a market pullback this week due to the Egypt unrest but it will be an opportunity to pick up some oil and gas stocks. See omnystudio.com/listener for privacy information.

Tim Mulholland of China-America Capital Company does not expect much surprises in GDP for 4Q, and on rotation play, he says to stick with large cap plays rather than small caps. Also stay away from consumer stocks. See omnystudio.com/listener for privacy information.

NextVIEW Chief Market Strategist Benny Lee gave his views on the FBM KLCI. The market was bearish whole of this week, and went below the short term moving average support level. This was in tandem with other markets as foreign funds were taking profit. Fundamentalists and technical analysts have differing views on plantations - fundamentalists think the crude palm oil (CPO) price has potential ups...

ECM Libra Head of Research Bernard Ching views the recent slide in the FBM KLCI as a minor correction after a good run in previous weeks. He likes the oil and gas sector as it would benefit from capex expansion cycle. He explains why SapuraCrest is his top pick in this sector. Other favourites are laggards in property sector such as Mah Sing and Sunway. He feels that SP Setia's positive factors ha...

Fundsupermart Research Analyst Yeoh Mei Kei says that fundamentals are intact despite the recent slide on the FBM KLCI. She thinks the FBM KLCI will drift to 1,510 by end of this week. Favourite sectors are banking, plantation and oil and gas. See omnystudio.com/listener for privacy information.

Clay Carter, Head of International Equities at Perennial Investment Partners, says the $400 billion budget cut would not have a significant impact on the pace of economic growth because the cuts will be spread out over a number of years. But as a result of this, the cuts are insufficiently drastic to contain fiscal deficit. The British economy can expect a bumpy ride ahead. And as for China - inte...

CIMB Head of Regional Rates and FX Strategy Suresh Ramanathan gave his views on whether the rise in the ringgit is sustainable, repercussions from a surprise contraction in the British economy, Bank Negara's likely moves, and ringgit forecast for the first half of 2011. See omnystudio.com/listener for privacy information.

Dr Michael Yoshikami, President and Chief Investment Strategist at YCMNet Advisors, believes it's unlikely that President Obama will reintroduce the Homeland Investment Act, and will instead focus on economic stimulus measures. FOMC is expected to maintain the same posture this Wednesday. Yoshikami believes the fed fund futures traders are ahead of itself by one year in expecta...

New York based Blue Phoenix Inc Chief Commodity Strategist John J. Licata thinks it's not too late for investors to get in on the commodities bull run. He'd buy coal and crude oil on dips. Crude oil to reach triple digits by middle of this summer. Uranium is interesting as prices have increased from $40 to nearly $70 in a couple of months, noting the need for clean energy worldwide which could lea...

CLSA Asia-Pacific Markets published its annual Feng Shui Index report, a tongue in cheek take on what the Year of the Rabbit holds. BFM featured what's in store for the 12 zodiac signs in terms of wealth.  See omnystudio.com/listener for privacy information.

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, discussions suggestions that Western governments are concealing the extent of inflation and what investors should do to avoid any problems. He also talks about the management and boardroom issues at heavy hitters like Apple, Google and Hewlett-Packard and his expectations for President Obama's annual St...

Dr. Michael A. Yoshikami, President & Chief Investment Strategist at YCMNET Advisors talks about academicians' comments that “Jobs equals trade equals China,” on the eve of Hu Jintao's visit to the US. He also comments about US and China's disagreements on a whole host of issues from human rights to intellectual property rights and China’s currency and how these issues compli...

Malcolm E Polley, President and CIO of Stewart Capital Advisors, Pennsylvania, discusses the Yuan, which is again under the spotlight and whether he thinks the Yuan is "vastly weaker" than it should be, or is in fact "vastly undervalued", what he makes of Hu Jintao's comments on the future role of US dollar, early indications of inflation creeping into US and UK markets, and whether Steve Jobs' co...

Dodge Dorland of Landor & Fuest Capital Managers New York tells the risk of a limited default by the US and the likelihood of it losing its AAA status if it does not trim its fiscal deficit. He also comments on whether the market is overbought given that it has reached its highest level since 2007, and also whether this would be a strong reporting season. See omnystudio.com/listener for privac...

New York-based FXCM Inc Technical Strategist Joel Kruger doesn't expect dollar selling to be sustained, due to overall strength in US data and as Fed considers possibility of raising interest rates. Where the Euro is concerned, he doesn't expect significant gains in the Euro beyond 1.35, more likely to see a resumption of dollar buying. More of the same for yuan-dollar going forward despite China'...

NextView Sdn Bhd Chief Market Strategist Benny Lee is of the view that the market still has one more week to rally and to extend its up trend to 1,580- 1,600. Regarding Affin Holdings' rising to a 10-year high of RM3.59 on Wednesday, charts show the rally for Affin started two weeks ago, with surge in volume for 3 straight days. It's a case of price leading the news. Charts show the price and volu...

Tim Mulholland, Managing Director, China-America Capital Company, Chicago, discusses US data either just released or about to be released such as Consumer Confidence - Mortgage Applications - - Initial Jobless Claims - inflation - and the picture it tells of the state of US economy. He also comments on so-called green shoots in US commercial real estate, his outlook on US shares, given Spain under...