Market Watch

Lucinda Chan, Division Director at Macquarie Private Wealth, discusses Macquarie's estimations for the impact on crop production, minerals and mining, coal as one  casualty and her outlook for prices and supply. She also discusses the impact on Baltic dry rates, the AUD, impact on foreign equities and whether there are any positives from the disaster. See omnystudio.com/listener for priv...

Palm oil processor and trader Intercontinental Specialty Fats Sdn Bhd CEO Usui San gave his views on a possible rebound of global palm oil output. Palm oil dropped for a fourth day on Wednesday to the lowest level in more than two weeks on speculation that a rebound in world output may ease supplies and pressure prices. CPO futures for March delivery slipped 1.4% to close at RM3,650 on Wednesday,...

HwangDBS Vickers Research analyst Hon Seow Mee spoke about her views on Top Glove's announcement about RM80m on expanding its nitrile glove business, including production of special products. She also explained why her industry and demand projects are lower than Top Glove's, and who are likely acquisition targets for Top Glove. HwangDBS has a fully valued call on  Top Glove with a Target Pric...

HSBC Singapore Chief India and Asean Economist Leif Eskesen gave his take on growth, monetary policy and inflation pressures in the Asian region. Growth for Asia will hold up quite well in 2011. Growth forecast for Non-Japan Asia in 2011 is 7.7 % versus estimated outcome of 9.1% for Non-Japan Asia in 2010. Slight slowdown compared to 2010 when region was recovering from 2009 global crisis. He also...

Non-Japan Asia’s (NJA) food price inflation in November was at its highest level in the past decade, except for 2007-08 when global food prices spiked to extraordinary heights. As such, it is no wonder that food price inflation is among the top concerns on investors’ minds. Credit Suisse Singapore Economist Wu Kun Lung gave his take on food inflation. Wheat and corn are the ones to wat...

Dodge Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers, New York, tells why he expects a slight pullback in the market this week. See omnystudio.com/listener for privacy information.

NextView Chief Market Strategist Benny Lee gave his opinion on whether the market rally will continue until Chinese New Year. The market normally expects a pre-CNY rally, but historical data shows no consistency in this pattern. Most of the time, the rally stops 2-3 weeks before CNY because most traders/investors would like to take profit before CNY. He sees the immediate resistance level at 1,580...

Tim Mulholland of China-America Capital Company gives his take on the downside risks of China's efforts to reign in inflation and to allow its Yuan to appreciate. He says the rally in recent days mirrors what happened in 2008 and credit risks in Europe and local municipalities in US are being overlooked by the market.  See omnystudio.com/listener for privacy information.

After major changes in the property industry dynamics in November last year, large property developers have been in the spotlight with a spillover effect on small to mid cap players. RHB Research Loong Kok Wen explained why she's bullish on the latter. With regards to the impact of the loan to value ratio, she's of the view that it's too soon to tell. RHB Research top picks for this segment are KS...

Clay Carter of Perennial Investment Partners expects the Chinese government will allow the Yuan to appreciate further this quarter, and attempts to micro manage bank lending are meant to control inflation but it would not derail economic growth. January could also be a good month for small caps in US. See omnystudio.com/listener for privacy information.

NextView Chief Market Strategist Benny Lee gave his views on where CPO prices are headed. Bullish crude palm oil price momentum this week could possibly test RM4,000 per ton resistance level. The current rally is an extended rally, as he expected it to end between RM3,600 to RM3,700. He reckons prices can fly for one or two more weeks. Market correction is possible once resistance of RM4,000 per t...

Malcolm E Polley of Stewart Capital Advisors tells us what to expect for jobless claims and non-farm payroll this week, and that he likes discretionary consumer stocks. It is possible that commodities like oil could hit another level of record prices and he would be looking out for peripheral commodities like gas that have not seen their prices spike up yet. See omnystudio.com/listener for privacy...

Dodge Dorland, Chairman and Chief Investment Officer of Landor and Fuest Capital Managers New York, tells us what sectors and stocks are expected to outperform in 2011. See omnystudio.com/listener for privacy information.

Clay Carter, Head of International Equities at Perennial Investment Partners, says the market may pull back in February or March after the present market rally. His top stock picks are Taiwan's Formosa Plastics and DirectTV in US, and he is bullish on the consumer sector in Asia. See omnystudio.com/listener for privacy information.

Dodge Dorland, Chairman and CIO at Landor Capital Management New York, says a further correction is to be expected in the short-term as investors take profit and close their books. The Fed may increase interest rate in 2H if unemployment falls to 9.1%. Hedge fund managers are buying European equities because they are seen to be relatively undervalued. Dorland also explains the impact of China's de...

Clay Carter, Head of International Equities at Perennial Investment Partners talks about investors on the ASX locking in gains for 2011. he forecasts that the market will perform better next year following the US market. He adds that when the stock market starts to perform next year, more investors will jump in. There has been softness in the economy and retail sales, so interest rates will n...

Dr Michael A. Yoshikami, President and Chief Investment Strategist of YCMNet Advisors talks about Chinese support for EU measures to tackle the debt crisis. He also talks about the rise in oil prices caused by the cold weather in Northern Europe and the US. He elaborates on his views that quantitative easing measures are good for the stock market in short term but will ultimately have a negative e...

Malcolm E. Polley, President and CIO of Stewart Capital Advisors gave his comments on the US as a 'stronghold of safety', based on its size and liquidity. He adds that the US dollar will continue to be the currency of choice for international trade, despite news that Russia and China will trade in their own currencies. On the Korean conflict, Malcolm doesn't think that it has as significant a...

Dodge O. Dorland, Chairman and CIO of Landor & Fuest Capital Managers, talks about the EU rescue fund and how investor expectations will be geared towards a developing resolution for the EU. He also believes there will be a positive momentum for the US rally and profit taking would only begin towards Mid-January next year. On US Treasuries, he believes that they are valued by the relative...

Tim Mulholland, Managing Director, China America Capital Company talks about expectations of the two-day EU summit and gives his comments on the Spain debt crisis. He also expects to see to some profit-taking on the US stock market as we approach the new year, and that the market will experience a slowdown going into 2011. On the US government taking BP to court, he thinks this...

David Taylor, Market Analyst and Commentator, CMC Markets see a rush into safe haven assets such as the US dollar and gold from the threat of a credit rating downgrade in Spain and Belgium. On the performance of commodities on Australian markets,  investors are cautious about impending US data and its effect on the Aussie dollar and commodities stocks. There has also been a lot of attention p...

Copper prices climbed to a record in London on Dec 14 and have jumped 24 per cent this year on speculation miners and recyclers are not producing enough supply to keep up with demand. Credit Agricole CIB Metals analyst Robin Bhar in London gave his views on what's next for the metal of the moment. Copper prices are rising on genuine demand and supply reasons, though undoubtedly there is some specu...

CIMB Futures GM Teoh predicts the market will enter into a bear trap phase this week; ie prices to soften giving the impression that bull run is over. Market sentiment in vegetable oil market globally is still bullish. He talked about factors contributing to bullish market sentiment: supply tightening due to the seasonal monsoon, strong demand from China, CPO production levels, and adverse weather...

Dr. Michael A. Yoshikami, President & Chief Investment Strategist of YCMNET Advisors talks about rising retail sales figures and the sustainability of economic growth going into 2011. He also comments on his year-end target for the S+P 500 index and equity growth expectations for 2011. He then comments on the resilience of the US banking sector to tighter capital requiremen...

Malcom E Polley, President and CIO of Stewart Capital Advisors, says that news of China reining in liquidity may not have a direct impact on US markets which is taking cues from domestic economic growth. While US markets were flat at Monday's close, and the Nasdaq ended its 8-day winning streak, Malcolm believes the market is probably just taking a rest. A signal of whether consumers have returned...