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Market Watch

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

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All Episodes

7:20

Rabobank Stays Sweet on Sugar

Market Watch ·

2011/05/20

Adam Tomlinson, Director of Food & Agribusiness Research and Advisory at Rabobank International talked about how he sees the broader commodities theme affecting sugar prices, and more specifically, the impact of crude oil and the dollar on the sugar market. Sugar prices are balancing, the curve is quite flat, forecasts for next 12 months sugar prices stay at low 20 cents per pound mark. On an annual basis global supply still relatively low, 13% below the five year average, supporting the price

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4:09

Barclays: Last Rate Hike Come Jul, Dollar to RM at...

Market Watch ·

2011/05/19

Rahul Bajoria, Regional Economist at Barclays Capital Singapore explained that Malaysia's Q1 GDP came in at 4.6%, lower than market consensus of 4.9% due to stronger net imports. Though investment growth decelerated to +6.5% (from +10% in 4Q10) despite the government's economic transformation initiatives, Bajoria thinks it's still decent and expects investment growth to increase. He still expects a 25bps rate hike in July, which he thinks will be the last hike for 2011. Inflation to range between

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9:25

Kahn Effect on Greek Debt Talks, and Why Sit on...

Market Watch ·

2011/05/19

Ben Le Brun, market analyst and commentator at Sydney told us how IMF MD Dominique Strauss Kahn's current situation would affect ongoing Greece talks, and how likely Greece is to restructure its debts. He also gave us an update on what stocks markets in the region have been focusing on in the last few days, and on take-over talks in the Aussie media sector between Austar and Foxtel. Where the Aussie dollar is concerned, he thinks its best to sit on the sidelines until there's direction, considering

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4:29

Of Raising the Debt Ceiling, Agri Commodities and...

Market Watch ·

2011/05/18

Dr Michael A Yoshikami, YCMNET Advisors, San Francisco expects US' debt ceiling to go up this week. He's not surprised by US housing starts and manufacturing falling in April, though majority were, expects slow recovery to continue. To watch data on unemployment, high oil prices and manufacturing figures closely. On world stocks hitting a one-month low on Tuesday, he's of the view that commodities still hold promise. He explains why he likes gold, and food/agricultural commodities like rice, corn,

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7:46

Defaults At Bay?

Market Watch ·

2011/05/18

Dodge Dorland of Landor & Fuest Capital Managers explains the consequences if Greece leaves the Euro and whether the US is likely to default on its bond payments as it hits its debt limit.See omnystudio.com/listener for privacy information.

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6:25

Of Wire Tapping and Mosaic Theory in Rajaratnam's...

Market Watch ·

2011/05/13

Raj Rajaratnam, co-founder of Galleon Group LLC was found guilty of all 14 counts against him in the largest insider-trading trial in a generation. Aberdeen Asset Management Sdn Bhd Managing Director Gerald Ambrose thinks it's cathartic, and good to see such results. No shockwaves through the local industry as it's rather remote, and likelihood of such a verdict is low. Also discussed wire tapping, within a controlled scope and mosaic theory defence. Compared the local industry in the 90's with what

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5:33

Time to Go Shopping? RHB Research on Pavilion, UOA,...

Market Watch ·

2011/05/12

RHB Research Analyst Loong Kok Wen would rather wait for Pavilion KL's draft prospectus before comparing Pavilion REIT with Sunway REIT. Timing of Pavilion REIT listing to capture property market upcycle, and raise funds for further expansion. Inflationary pressure could deter consumer spending, but impact of inflation on tenants' performance could be mitigated. External demand growth to pick up from US and China in second half of this year. Domestically, noted that retails sales were poor in 2008.

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8:00

CMC Markets: China Economy Still Going Strong

Market Watch ·

2011/05/12

Ben LeBrun of CMC Markets in Sydney gave his views on the US government monthly budget deficit, and the unsurprising Aussie budget, rating the latter a 5 out of 10. Sees long term sustained growth in China and hopes for a stronger yuan. Interesting to note that Asian stock markets brushed off Chinese data but US was focusing heavily on this. Recommends copper stocks despite recent concerns, BHP and Rio Tinto in the medium term to long term. See omnystudio.com/listener for privacy information.

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7:16

Why Buy Glencore Amidst Commodities Rout

Market Watch ·

2011/05/11

Helen Lau, Senior Analyst at UOB Kay Hian (Hong Kong) Research, tells us why recent volatility in the commodities market and China demand reflecting weak demand won't affect Glencore's IPO. Also talked about Glencore's famously opaque management style, as well as market talk about Glencore buying stake in Kazzinc and Xstrata. She's keen on Glencore and is buying into it. Investors could buy in the secondary market after listing if they're unable to get their hands on Glencore shares now. No close

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7:55

Of Microsoft Shares, Stocks to Drop and a Stronger Yuan

Market Watch ·

2011/05/11

Robert Pavlik, Chief Market Strategist at Banyan Partners in Palm Beach Gardens, Florida - reaction to Microsoft buying Skype Technologies for $8.5 billion cash to gain the world's most popular Web-calling service. He explains why he's not keen on Microsoft shares, and would rather buy other tech stocks such as Qualcom, JDS, Baidu and Visa. He also talked about China's hefty trade surplus in April of $11.4 b, and how there's minimal impact on markets from US and China talks. Other topics discussed

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7:49

Non Japan Asia is All Right

Market Watch ·

2011/05/10

Robert Prior-Wandesforde, Head of India and South East Asia Economics at Credit Suisse, Singapore gave us an update on how Non-Japan Asia economy is doing; looking at inflation and growth rates. He also explained why he expects all the central banks within the region to increase rates by at least another 50 basis points over the rest of the year, with a focus on the Reserve Bank of India's volatile rate movements. Areas discussed included the impact of drought in southern China on food price

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6:52

Greek Drama, Fertilizer and China Inflation

Market Watch ·

2011/05/10

Malcolm Polley, President and CIO of Stewart Capital Advisors in Pennsylvania is not surprised by S&P cutting Greece's credit rating to B, and expects collateral to be required at some point for Greece to get out of the economic jam they're in. Single Greek currency would be substantially weaker than an EU currency with Greece as a member. He also talked about whether the price of commodities has gone too far relative to underlying demand, and about the commodity super-cycle. Where oil is

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5:08

RHB Research: Why Timber is Terrific

Market Watch ·

2011/05/09

RHB Research Analyst Toh Woo Kim talked about concession hectarage for individual timber companies, demand and supply dynamics in the timber sector. He also discussed his expectations for log and plywood price patterns. Demand in Japan is rather guess work based, but used Kobe earthquake as a guide. He also talked about the risk of bad weather, particleboard and MDF as substitutes for plywood. and India and China demand patterns. He also explained why Ta Ann (target price:RM8.44) and Jaya Tiasa

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7:01

Of Commodities Correction, Greek Debt Dilemma and...

Market Watch ·

2011/05/09

Dodge Dorland, Landor & Fuest Capital Managers in New York views last week's commodities reverse as a correction, and discussed the divergence between commodities and stocks. Regarding EU officials possibly requiring Greece to provide collateral for aid, he views this as the only solution to Greece's dilemma. He also talked about expectations for data for the week ahead - retail sales, producer and consumer price index. And as there are quite a number of results out this week, will be watching

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3:23

Bank Negara Stays Ahead of the Curve

Market Watch ·

2011/05/06

HSBC Asian Economist Wellian Wiranto in Singapore is of the view that BNM is keeping its reputation for being ahead of the curve with pre-emptive policies. Predicts further upticks in inflation prints in coming months and higher chance of appreciation in RM. Still see growth as being very strong and steady, above 5% for 2011 and 2012. Might see soft patch in export print in coming months due to Jap quake. Bank Negara raised the Overnight Policy Rate (OPR) by 25 basis points to 3%, as well as upping

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5:27

June Swoon Looms Soon

Market Watch ·

2011/05/06

Tim Mulholland, MD of China-America Capital Company, Chicago talked about why commodities plunged the most since 2009 - what started the ball rolling, why the panic. Commenting on recent jobless claims figures, real economy and asset inflation have diverged, and how unemployment is a structural problem in the States. He likened the debt ceiling issue to playing with fire in the dynamite factory and discussed the looming May 16 deadline. Could send markets into tailspin if handled improperly. Also

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3:34

Of Interest Rate Hikes and the Local Bond Market

Market Watch ·

2011/05/05

BPAM Pricing Manager Paige Tan talked about why the market is divided over expectations of whether Bank Negara will raise rates at its MPC meeting today. If rates go up, short end of yield curve more vulnerable to adjustment. Short tenure notes may have a downward revaluation. Whether investors would take money out of the bond market if interest rates go up, depends on their investment strategy. Coupon payments come into play as well. See omnystudio.com/listener for privacy information.

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7:19

Why Aussie Banking Stocks Rock l Chi-X to Hang Tough

Market Watch ·

2011/05/05

Ben LeBrun of CMC Markets, Sydney expects some form of slowdown for Australia's economy, following signs of economic slowdown in China. He goes on to tell us why he likes Aussie banking stocks though Westpac and ANZ Banking Group have warned that credit growth is likely to remain weak. Aussie retail sales figures for March, out later today, are expected to continue theme of soft consumer spending, but expecting a slow recovery. Though Chi-X has been given the green light, ending ASX Group's

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3:47

Sell in May But Don't Go Away l CPO Trading Sideways

Market Watch ·

2011/05/04

Benny Lee of Next View Sdn Bhd on KLCI explains why he'd sell in May, but not go away. FBM KLCI trading range from 1,525 to 1,545 for this week. He recommends staying out until the market shows clear direction. Wait until break out above the resistance level of 1,540. No impact from Singapore elections as results are rather predictable. Crude palm oil (CPO) trading around average; price moving sideways for past one month. If price stays above RM3,200 per tonne, he expects more sideways trading. He

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5:19

US Economy Recovery - Slow, Sure and Sluggish

Market Watch ·

2011/05/04

Dr Michael A Yoshikami of YCMNet Advisors in San Francisco expects positive after effects from Osama's death, and reminded us to not underestimate partisan politics in the States. He also talked about the impact of bin Laden's death on defense stocks. He also discussed his expectations for initial jobless claims and unemployment rate for April 2011, and his take on General Motors' sales, which exceeded expectations ie up by 27%. Looking at factory order growth for March, as well as GM's latest

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6,063 results

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