Market Watch

Meor Amri Meor Ayob, CEO of Bond Pricing Agency Malaysia gave an update on recent developments in the bond market and his reaction to Bank Negara's OPR hike to 2.75%. See omnystudio.com/listener for privacy information.

Tim Mulholland, Managing Director, China America Capital Company, tells whether he expects the reprieve in the market to be short-lived and what is the resistance level for the S&P500, and why the 10-year Treasury yield has dropped below 3%, which is a concern. He also gives his outlook on China's economy. See omnystudio.com/listener for privacy information.

David Taylor, CMC Markets, talks about the general feeling that the US govt has shot all its bullets fighting the financial crisis -- but pundits now reckon there should be a kitchen-sink strategy -- and how wise this strategy is. He also discusses whether the US is slipping back into recession, how bad he thinks the 2H will be for global stocks and and whether he foresees an end to Asian rate hik...

Wellian Wiranto, Asian Economist at HSBC Singapore talked about his expectations for Malaysia's Overnight Policy Rate (OPR). Bank Negara will hold its monetary policy meeting today to decide whether to nudge rates further to a more "normal" setting. See omnystudio.com/listener for privacy information.

Kaladher Govindan, TA Research Head spoke about whether IPOs are likely to be delayed due to weak market sentiment. At the end of the day, subscription rates depend on the yields offered and atttractiveness of pricing . See omnystudio.com/listener for privacy information.

Ooi Kok Hwa, Managing Partner of MRR Consulting talked about the state of the local stock market and the impact of low market volume on those who make a living from the stock market. See omnystudio.com/listener for privacy information.

Bharat Joshi, Assistant Investment Manager with Aberdeen Asset Management Sdn Bhd tells us what he thinks of soon-to-be-listed CapitaMalls Malaysia Trust, and compares it with Sunway REIT and potentially, IGB REITs. We also compare and contrast Singapore's REIT scene versus Malaysia's. See omnystudio.com/listener for privacy information.

Chris Eng, Head of OSK Research gave his views on Genting Malaysia's related party transactions, and his top stock picks for July on the local bourse. Genting Malaysia Bhd is acquiring Genting Singapore PLC's casino operations in the UK (Genting UK) for RM1.67 billion cash. Genting UK's operations consist of four companies - Nedby Ltd, Palomino Star Ltd, Palomino World Ltd and Genting Internationa...

Tim Mulholland, Managing Director at China-America Capital Company, says banks are relieved that the financial reform bill would not negatively impact them as much as what was originally envisaged though profits will be crimped slightly. He believes the bill is a populist one that does not really address the issues that caused the financial meltdown. In Europe, the market is still jittery as the m...

RHB Research Institute Head Lim Chee Sing talked about why he's not too worried about the market despite volatility in the second half of 2010. He also talks about the sectors he's positive on and why his year-end target for KLCI stays at 1,400. See omnystudio.com/listener for privacy information.

David Taylor, Market Analyst and Commentator at CMC Markets, says negative sentiment would continue to weigh on the markets. The superprofit tax on mining companies may still be imposed but possibly a lower rate. He has a neutral call on mining stocks for now. See omnystudio.com/listener for privacy information.

Tan Sri Clifford Francis Herbert, who sits on the board of AmBank Group, Shell Refining Company and Genting Malaysia, talked about corporate governance in action at BP*. He discussed how he would have handled the crisis, the importance of PR and ethical dealings. The interview was in conjunction with the SC-Bursa Corporate Governance week. *The oil leak disaster in the Gulf of Mexico was the large...

Teh Chi Chang, Director of Research at Maybank Research explained why the recent pessimism over TNB - he downgraded his BUY call to SELL in June, with a corresponding change in target price from RM11.80 to RM7.35. See omnystudio.com/listener for privacy information.

Rita Benoy Bushon, CEO of Minority Shareholder Watchdog Group (MSWG) talked about how auditors, shareholders and the media can play a role in upholding corporate governance. This interview was in conjunction with the SC-Bursa Corporate Governance Week. See omnystudio.com/listener for privacy information.

Lucinda Chan, Division Director at Macquarie Private Wealth in Sydney, says more announcements could be expected from Julia Gillard, Prime Minister of Australia on the super profits tax on mining companies and the emissions trading scheme. There is also the issue on asylum seakers that need to be resolved. Globally, on G-20 members' commitment to slash budget deficits by half within thre...

Michael Seow, Research Analyst at MIDF Research talked about the impact World Cup fever has had on the FBM KLCI. He discusses who has benefited the most and trading levels thus far. See omnystudio.com/listener for privacy information.

David Taylor, Market Analyst and Commentator at CMC Markets Sydney, says it's difficult to read what the Chinese government will do in managing its currency but it's likely that it would eventually cap excessive increase in the Yuan. On US' Federal Reserve's less bullish assessment of economic recovery - David says there appears to be reality in the market's assessment given the relative...

David Koay, Research Analyst at Fundsupermart Malaysia gave his views on the ringgit, as Bank Negara just announced that it did not expect to intervene in foreign exchange markets following China's announcement of a more flexible policy on the yuan. China said it will allow a more flexible yuan, signaling an end to the currency's two-year-old peg to the dollar, a week before a G20 summit. David ta...

Maybank IB Research Analyst Khair Mirza gave his views on Axiata Group, which is holding its AGM later today. Maybank has a HOLD call with target price of RM4.00 on Axiata. He talked about the India market, short term earnings surprises on the upside from Axiata's overseas subsidiaries and how Axiata will attract more subscribers as price cutting has minimal impact. See omnystudio.com/listener for...

Kenanga Research Analyst Mohd Amirullah bin Yaacob gave his views on Malaysia Airlines, which will hold its AGM later this morning. He gave his views on the outlook for jet fuel prices, the airline's load factor and passenger numbers. Kenanga has a HOLD call on MAS with a target of RM1.69. On a separate note, he also gave his views on the proposed consolidation of water assets in Selangor. The dea...

Lucinda Chan, Division Director at Macquarie Private Wealth in Sydney, tells us her expectations for the data to be released this week - existing and new home sales in May, jobless claims, and 1Q GDP growth. She expects the Federal Open Market Committee Meeting (FOMC) to leave interest rate unchanged. She believes there will be a kneejerk reaction to the removal of the Yuan peg. See omnystudio.com...

Bharat Joshi, Assistant Investment Manager at Aberdeen Asset Management Sdn Bhd gave his views on small planter United Plantations Bhd as the latter is holding their AGM tomorrow in Perak. He explained why he thinks palm oil would be the best place to be in the agricultural commodities space if the world economy gets better. He also discussed United Plantation's Fresh Fruit Bunches (FFB) yield ver...

David Taylor, Market Commentator, CMC Markets in Sydney, comments on news of Pimco's Mohamed El-Erian saying markets are very volatile, that they are now adjusting to a world of slower growth and multiple obstacles ahead. He also comments on El-Erian's view that markets are showing the distinct characteristics of Volatility, interconnectedness, political sensitivity, and improbable movements: he c...

Gan Eng Peng, Head of Equities at Hwang-DBS Investment Management Bhd explained why beleaguered Sime Darby should be broken up, and how.  See omnystudio.com/listener for privacy information.

Maxis Bhd Sandip Das and CFO Rossanna Rashidi provide updates on their data plans, topline growth, guidance on dividends, update on market share, and their views on network sharing. See omnystudio.com/listener for privacy information.