Market Watch

David Koay, analyst at fundsupermart.com, on why Malaysia remains defensive market despite sovereign debt crisis which has dampened global market sentiment. See omnystudio.com/listener for privacy information.

Lucinda Chan, Division Director at Macquarie Private Wealth in Sydney, shares her views about Australia's budget, and the proposed mining tax, and whether it's a good time to buy Thai equities, and what's contributing to the pound sterling decline, and if there will be continued downward pressure on the Euro. See omnystudio.com/listener for privacy information.

Tim Mulholland, China America Capital Company says the euro needs to fall further possibly to $1.80/Euro range. Euro countries need to cut budget faster. Don't expect China to reach hard landing. See omnystudio.com/listener for privacy information.

Suhaimi Ilias, Chief Economist at Maybank Investment Bank expects GDP growth to moderate in subsequent quarters. Interest rate could gradually go up to 3.5%. Believes Asia is still resilient despite sovereign debt crisis in Eurozone. See omnystudio.com/listener for privacy information.

Views from James Yang, Asset Allocation Product Specialist at BNP Paribas Investment Partners Hong Kong. Assumes decoupling. More overweight on emerging markets, specifically Taiwan, South Korea and Russia. Cautious on China in near term. Malaysia - long-term favour due to rising exports especially palm oil sector but still important to diversify. See omnystudio.com/listener for privacy...

Bank Negara will announce Q1 GDP 2010 figures later today. HSBC Singapore Senior Asian Economist Robert Prior Wandesforde talks about why he expects strong figures, and his outlook for Malaysia's economy for the rest of 2010. See omnystudio.com/listener for privacy information.

Reasons for shortlived feel good factor after EU announced its $1 trillion emergency fund. Did ECB do the right thing by saying it will purchase more government debts? On China - there could be over-reaction to April's inflation data and does not believe that this is sufficient basis for the government to raise interest rates and appreciate the yuan in the near term. See omnystudio.com/listen...

Malcolm E Polley, CIO of Stewart Capital Advisors, comments on a $960 billion loan plan to end the Eurozone's sovereign-debt crisis, developments on the UK elections, and an outlook for Asian and US stocks. See omnystudio.com/listener for privacy information.

Lucinda Chan, Division Director at Macquarie Private Wealth Syndey, hopes that the EU's emergency fund proposal will provide the much stabilishing factor for the markets but it does not necessarily stop speculators from continuing to bet against the Euro. Asia markets are likely to see some short-term volatility especially with China's credit tightening. The cost of funding for companies have also...

Tim Mulholland, Managing Director, China-America Capital Company, Chicago discusses the problems inthe Eurozone and the corelation with Asia, a very real chance of a hung Parliament in the UK, whether there are premature hopes in the US for a consumer rebound, and how someof Asia's biggest IPOs are being pulled. See omnystudio.com/listener for privacy information.

David Taylor, Market Analyst and Commentator, CMC Markets, Sydney, talks about global stocks plunging over concern over Greece’s problems, and its relevance to Asia. He also comments on this threat of “grave contagion  effects” in the euro area and what this mean for the rest of the world / Asia? He also adds comments on the best way to play this panic! See omnystudio.com/li...

OSK Research analyst Ahmad Maghfur Osman comments on the latest developments in the Proton-VW tieup and speculation of a possible merger between Proton, DRB and even Perodua. See omnystudio.com/listener for privacy information.

Stewart Slater, CIO of GS Wealth, Singapore, talks about UK elections, Dr Doom Marc Faber talking up the chances of a crash in China later this year -- again -- and the maxim, 'sell in may and go away', and its relevance to underperforming Asian markets this year See omnystudio.com/listener for privacy information.

Malcolm E Polley, President and CIO, Stewart Capital Advisors, talks about whether the US economy appears to be gathering steam and whether the US economy will fly as and when the economy creates more jobs. He also discusses Warren Buffet's upcoming trip to Japan and China against comments by his partner Charlie Munger that the main trouble with China is the corruption. Polley ends with comments o...

David Taylor, Market Analyst and Commentator at CMC Markets in Sydney, Australia, comments on concerns that a bailout for Greece is becoming undoable, the unwillingness of the market to fund governments, with bond yields shooting, how bad sentiment is in the Eurozone right now, and the knock-on effects on markets in Asian and the United States. See omnystudio.com/listener for privacy information.

Stewart Slater, CIO of GS Wealth, says countries like Italy, Spain and Iceland, will be impacted by the downgrades of Greece and Portugal. On the UK elections, he says there is still no clear indication on who would lead as Britons tend to be fickle voters. On the Goldman Sachs inquiry, he believes the bank would eventually reach a settlement with SEC to close the case. See omnystudio.com/listener...

Malcolm E Polley, President and CIO of Stewart Capital Advisors, Pennsylvania, USA  talks about Goldman's collusion in shorting the housing market and the spectre of greed and fear. He also discusses U.S. stocks apparently remaining the cheapest in two decades, news that investor sentiment is turning from pessimism to optimism, and ends with thoughts on how precarious he thinks the Eurozone i...

Tim Mulholland, Managing Director of China America Capital Company, says excessive financial regulation won't help Wall Street nor the economy. And on the direction of the market, he says earnings for this quarter would be as good as it gets when the effects of the stimulus measures wear off in 2H.   See omnystudio.com/listener for privacy information.

Malcolm E Polley, President and CIO of Stewart Capital Advisors, expects Goldman Sachs to be probed on allegations of fraud in promoting subprime mortgages. Goldman Sachs had made money while other banks made losses. On whether Germany would exit the European Union to avoid bailing out Greece, Malcolm says it's unlikely at this point. See omnystudio.com/listener for privacy information.

David Taylor, Market Commentator at CMC Markets, Sydney, gives us insights into Prime Minister Kevin Rudd's challenges in pushing through reforms and his chances of winning the elections. On US - Ben Bernanke's statement in Congress did not reveal much if interest rates will be raised sooner than expected. David believes it would be done end of 2010 as economic indicators need to show firmer signs...

Stewart Slater, CIO at GS Wealth, says the more political pressure US puts on the Chinese government to revalue the Yuan, the more the Chinese will resist. He does not expect the Chinese to revalue the currency in the immediate term especially now that China has recorded its first trade deficit in March. If China revalues its currency, regional currencies like the Kor...

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.