Market Watch

Malcolm E Polley, President and CIO of Stewart Capital Advisors, discusses EFPR data that shows investors have started putting money back into equity funds in the US and Europe and whether this is part of a longer trend, an outlook for US polls and indications that the Republicans are poised for enormous gains in the 2010 mid-term elections, the effect of Fed monetary easing on global currencies a...

ECM Libra gave its views on plantation giant IOI Corp, as its ECM Libra's top pick for the plantation sector. ECM Libra has a BUY call at RM7.22, which is the highest target price amongst research houses for this stock. ECM Libra expects CPO to remain at RM2,700 per metric tonne on average for 2011 and 2012. See omnystudio.com/listener for privacy information.

Clay Carter, Head of International Equities at Perennial Investment Partners, tells what to expect in this eventful week - mid-term elections on Tuesday, and FOMC's announcement on quantitative easing on Wednesday. See omnystudio.com/listener for privacy information.

Tim Mulholland, Managing Director, China-America Capital Company, Chicago, talks about the hotly debated second round of monetary easing in the US, known (affectionately) as QE2 and its effects on the dollar, the price of commodities like Oil and Gold, his impressions of the earnings season thus far and an outlook for stocks once the speculation on QE2 subsides. See omnystudio.com/listener for pri...

David Taylor, CMC Markets Sydney, believes interest rate is unlikely to be raised in Australia given the beningn inflation rate increase. If the US eases its monetary policy drastically, it's possible that the Aussie dollar may go beyond parity and become stronger than the greenback. The US market has seen a slight correction in anticipation that the Treasury repurchases would not be as significan...

Dr. Michael Yoshikami, chief investment strategist at YCM Net Advisors, USA, speaks about the US Treasury selling negative-rate bonds, PIMCO saying Greece is likely to default over the next three years, Warren Buffett moving a step closer to completing his succession plan, the US slipping to a historic low in the Global Corruption Index and whether emerging markets are underestimating the risks of...

Malcolm E Polley, President and CIO of Stewart Capital Advisors in Pennsylvania USA, talks about G20 finance chiefs vowing to avoid weakening currencies and finding new ways to further pressure China to allow faster gains in the yuan, whether the Dollar selloff going too far, too fast, whether the Fed is indirectly manipulating the dollar by its policy of quantitative easing, the risks of 'currenc...

OSK-DMG Asian Economist Enrico Tanuwidjaja spoke about Malaysia's Consumer Price Index figures for September 2010. Malaysia's inflation decelerated last month unexpectedly despite Hari Raya festivities that took place in September. Inflation came in at 1.8% yoy, below his forecast of 2.2% and consensus of 2.1% as the biggest component of the CPI basket, food (32%) grew less at 2.7% vis-a-vis Augus...

Lucinda Chan of Macquarie Private Wealth says there will probably be less pressure on China to revalue its Yuan but it's likely that China will do before the end of this year. The massive inflow of hot money into the region could give rise to asset bubbles and a 1997-like financial crisis in economies that are not structurally strong and it can be expected that central banks may intervene more pro...

David Taylor, Market Analyst and Commentator, CMC Markets, Sydney, comments on speculation that inflation in China is an even bigger problem than previously expected and China unexpectedly raising rates, his expectations for this weekend's G20 meeting in South Korea that will focus on the Yuan and the Dollar, as well as his take on the earnings and data season thus far in the US. See omnystudio.co...

Michael Yoshikami, chief investment strategist at YCM Net Advisors, discusses the repercussions of China raising rates for the first time since 2007, whether he was surprised at this move, his opinion on Treasury Secretary Timothy Geithner's vow that the US would not devalue the dollar for export advantage, and his prognosis for the G20 meet in South Korea, where the Chinese and U.S. currency valu...

For this week, 10 Dow components and 100 S&P 500 companies will be announcing its results. So far earnings have seen little disappointments and the market could continue to rally, according to Malcolm E Polley of Stewart Capital Advisors. On September production figures that fell unexpectedly, he says it could be a short-term problem. See omnystudio.com/listener for privacy information.

Standard & Poor Associate Director Alexander Chia gave his views on Budget 2011 and predicted how investors would react in the short term. He also named his top picks in light of Budget 2011. See omnystudio.com/listener for privacy information.

Tim Mulholland, Managing Director, China-America Capital Company, in Chicago, discusses Quantitative Easing #2, the crumbling dollar and the hot money entering Asia right now, the problem of inflation in Asia,  and whether the thematic trend of whether rising consumer demand in emerging Asian nations is fact or fiction. See omnystudio.com/listener for privacy information.

TA Research Head Kaladher Govindan expects a positive response from the private sector as incentives to take part in the Economic Transformation Programme are likely. Increase in excise duties for liquor sector likely as it has escaped rise for past few years. GST is only expected after 13th election, while no major impetus foreseen for man in the street from Budget 2011. It's possible that the go...

Budget 2011 reaction of: 1. Tai Lai Kok, Tax Partner at KPMG 2. Seow Choong Liang, Head of Investment and Strategy, Kenanga Investment Bank (start 9:22 minutes) 3. Gundy Cahyadi, Economist at OCBC Bank Singapore (start 18:43 minutes) 4. Yee Mei Hui, Analyst at Hwang-DBS Research (start 26:24 minutes) 5. Geoffrey Ng, CEO of Hong Leong Asset Management (start 29:19 minutes) See omnystudio.com/listen...

ECM Libra talked about the upcoming listing of Petronas' subsidiary, Malaysia Marine and Heavy Engineering (MMHE). The retail and institutional offering closed today (Oct 14).ECM Libra explained why its target price for MMHE is RM4.72, as compared to the institutional offer price of RM3.80. TA Research gave MMHE a target price of RM4.16 while RHB Research pegged it at RM4.   See omnystudio.co...

Hwang-DBS Investment Management Bhd Head of Equities Gan Eng Peng spoke about his hopes for Budget 2011, when GST would take off and the likelihood of reduced petrol subsidies. See omnystudio.com/listener for privacy information.

Dr. Michael Yoshi-kami, chief investment strategist at YCM Net Advisors, talks about the recent US market rally, and speculation about what the Federal Reserve might do, the impact on the market, the Dollar, the effect on Asian Emerging Markets, and which asset class looks the most attractive at this point in time. See omnystudio.com/listener for privacy information.

David Taylor of CMC Markets says Ben Bernanke's speech on Friday could give stronger confirmation on whether the Fed will buy more treasuries in early November, and there's a possibility that the Fed could make a record purchase. Given the choppy outlook for global markets, the Reserve Bank of Australia had put off raising interest rates. Taylor believes there would be a rate hike of at least...

Malcolm E Polley, President and CIO of Stewart Capital Advisors, tells whether he is for or against China on its Yuan policy, and whether a currency accord may be drafted in the upcoming G20 meeting to stop central banks from diversifying their reserves away from US dollars. See omnystudio.com/listener for privacy information.

Credit Suisse Head of India and South East Asia Economics Robert Prior-Wandesforde explained why the downside surprise in industrial production (IP) figures for August and its implications. A rate pause is likely to last for a year. Malaysian industrial production growth picked up to 4% on a year-on-year basis in August from an upwardly revised 3.4% in the previous month, but this was below market...

Clay Carter, Head of International Equities, Perennial Value Management, believes the disappointing employment data will give sufficient impetus to the Federal Researve to do quantitative easing from now till end of the year. The guidance given by the heavyweights like Intel and JP Morgan might not be too rosy this week - this suggests that earnings news might be a dampener but could be offset by...

Tim Mulholland, Managing Director, China-America Capital Company, talks about the Aussie dollar, which is at a record and near parity with the USD, that hot money is chasing emerging market currencies, the risks of devaluations and protectionism, global recovery efforts, high gold prices and whether global commodity markets are headed for a "significant correction" by year-end. See omnystudio.com/...

David Taylor, CMC Markets in Sydney, gives his outlook on gold and copper prices that have been climbing every day, and on non-farm payroll data. See omnystudio.com/listener for privacy information.