Market Watch

Tim Mulholland, Managing Director of China America Capital Company, believes the market will dip further with the S&P500 going below 1,000 in September and by year end. Yields on 10 year Treasury Notes have been falling, signalling a slowdown and higher risk of deflation. See omnystudio.com/listener for privacy information.

TA Research Analyst James Ratnam gave his predictions for Sime Darby's fourth quarter financial results, which will be announced later today, alongside its results for the forensic audit investigations. TA Research has a HOLD call with a Target Price of RM8.95. See omnystudio.com/listener for privacy information.

David Taylor, Market Analyst at CMC Markets, says there is still no clear indication on whether it will be the Labour or Coalition who will form the government. Results would probably be known in another week's time. The Australian stock market is still range trading. In the US, he expects a fall in GDP data. See omnystudio.com/listener for privacy information.

OSK Research Analyst Jeffrey Tan gave his predictions for Axiata's second quarter results. OSK has a BUY call with a Target Price of RM4.80. He expects a strong second quarter for Axiata, and a joint bid with Samart Corp in Thailand's upcoming auction of 3G mobile licences. He is of the view that there's better value in Axiata, versus XL Axiata. See omnystudio.com/listener for privacy information.

Michael Yoshikami, President and Chief Investment Strategist of YCMNET Advisors, discusses the plunge in July home sales data, the prospect of a Japan-style period of stagflation, the outlook for corporate earnings, gold and tech as "preferred" havens and thin US trading volumes. See omnystudio.com/listener for privacy information.

HwangDBS Vickers Research Analyst Chong Tjen-San talked about his expectations for Malaysian Resources Corp Bhd (MRCB)'s second quarter results, which will be released later today. HwangDBS has a BUY call with a Target Price of RM2.25 on MRCB. See omnystudio.com/listener for privacy information.

Malcolm E Polley, President and CIO of Stewart Capital Advisors, believes economic data to be announced this week will be disappointing (existing home sales, durable goods orders and GDP data) but does not expect it to weigh that heavily on the markets. As for Europe, it is following US' lead - at this point, he does not expect recovery to be robust. See omnystudio.com/listener for privacy informa...

UOB Kay Hian Malaysia's Head of Research Vincent Khoo spoke about his expectations for Proton Holding's 1st quarter results for FYE March 31, 2011. He gave his views on how close Proton is to achieving its KPIs, buying trends for the rest of 2010 and consolidation of production at Tanjong Malim. UOB has a BUY call on the stock with a target price of RM5.45. See omnystudio.com/listener for privacy...

Lucinda Chan, Division Director at Macquarie Private Wealth in Sydney, says investors are likely to stay on the sidelines until there is a clearer indication on who will form the government in Australia. The market is likely to react positively if the Coalition takes over. On Japan, she expects there could be measures to ease monetary policy given the strengthening Yen. See omnystudio.com/listener...

CIMB Investment Bank Rates & FX Strategist Suresh Ramanathan gave his views on the likelihood of further appreciation of the ringgit and whether the rise in the ringgit is sustainable. He also commented on whether it's a prelude to allowing the ringgit to trade overseas and if interest rates will stay at 2.75% until end 2010. The ringgit rocketed to a 13-year high yesterday, after Bank Negara...

OSK Research Ahmad Maghfur Usman talked about MISC Bhd's financial results for Q1. He touched on intra-Asian trade and MMHE's widely-anticipated listing exercise by the fourth quarter of this year. The country's largest shipping company posted a year-on-year increase of 83.3% in net profit to RM427.98m for the first quarter ended June 30, 2010 (1QFY11) from a year earlier due to improved business...

Tim Mulholland, Managing Director at China-America Capital Company, talks about why the market is not ready for General Motors and believes it's a matter of time AIG will go to the IPO market. The new high in jobless claims (highest in nine months), among other indicators, suggest that there is a strong likelihood US would slip into recessionary mode in the second half of the year. See o...

HSBC Singapore Asian Economist Wellian Wiranto talked about Malaysia's Q2 GDP figures, which beat market expectations at 8.9% year-on-year. He also commented on July's CPI data and whether Bank Negara is likely to maintain interest rates at 2.75% throughout 2010. See omnystudio.com/listener for privacy information.

David Taylor, Market Analyst and Commentator at CMC Markets, talks about BHP Biliton's hostile bid for Potash and the impending voting in Australia. See omnystudio.com/listener for privacy information.

Maybank IB Research Analyst Mohshin Aziz gave his views on Malaysia Airports Holdings Bhd's (MAHB) results for 2Q/1H ended June 30, 2010. The airport operator recorded a net profit of RM132.11m in the first half of the financial year ended June 30, 2010. He talked about whether it was within their expectations, impact of FRS139, revenue growth and competing with Singapore's Changi Airport. Maybank...

Clay Carter, Head of International Equities at Perennial Value Management in Sydney, Australia, discusses the significance of China passing Japan as the world's second-biggest economy, and the problems that experts say face China,  such as faltering demand for exports, rising wages and the risk of bad loans from record lending. He also discusses US plans for an IPO for General Motors and conf...

Kenanga Research Analyst Mohd Amirullah bin Yaacob gave his reaction to national carrier Malaysia Airlines' second quarter ended June 30, 2010 (2QFY10) results. He also drew a comparison with how other regional carriers manage their fuel costs and his outlook for MAS for the rest of the year. Kenanga Research maintained its HOLD recommendation on MAS but upgraded target price from RM1.69 to RM2.04...

Malcolm E Polley, President and CIO of Stewart Capital Advisors, does not believe the Federal Reserve should take an unconventional route by increasing interest rate to spur borrowing as the economy is not ready for it. He does not believe the risk of deflation is widespread and the situation is different from the Greenspan era of early credit. On the outcome of Tuesday's conference on the US hous...

Lucinda Chan, Division Director at Macquarie Private Wealth, expects weak data for housing market, housing starts and jobless claims in the US. In Australia, she says the market would react positively if the Liberal Coalition won but a hung parliament, which is a possibility, would not be positive for the market. See omnystudio.com/listener for privacy information.

David Taylor, Market Analyst and Commentator, CMC Markets, Sydney, talks about the Fed's moves to massage on the Treasury market using the Treasury market, discusses why stock markets as well as bond markets keep rising and assesses the risk of growth slowing to a pace that leaves unemployment high and the risk that deflation occurs. See omnystudio.com/listener for privacy information.

Malcolm Polley, President and CIO of Stewart Capital Advisors, Pennsylvania, talks about H1N1 and how this affects health stocks; the FOMC and PIMCO's comments that there's little else the central bank can do now to help the economy recover; the effect of slowing global growth on crude oil prices. See omnystudio.com/listener for privacy information.

Lucinda Chan, Division Director at Macquarie Private Wealth, Sydney, dscusses the pros and cons of suggestions that the U.S likely won't need another round of fiscal stimulus, provides a short term view of global stocks this week and ends with a view of upcoming Australian elections. See omnystudio.com/listener for privacy information.

Capital Dynamics Sdn Bhd MD Tan Teng Boo talked about what he hopes to achieve via icapital.biz Bhd's Investor Day 2010, who his investment heros are and the return rates on his funds. See omnystudio.com/listener for privacy information.

Clay Carter, Head, International Equities, Perennial Value Management, Sydney, talks about US unemployment, how a decelerating US economy affects stock markets, upcoming Australia elections. He ends with a view on China's financial sector. See omnystudio.com/listener for privacy information.

Christopher Wong, Senior Investment Manager, Aberdeen Asset Management Asia Limited in Singapore, discusses, Malaysia's export numbers, whether this spells a period of slowing growth for Southeast nations, his opinion of the direction of interest rates, and what it means for stock markets. He also discusses Aberdeen's holdings in Public Bank, CIMB and DiGi and his views of recent visits to Genting...