Hamish Pepper, Currency Strategist at Barclays Capital, Singapore discusses: 
- Japan GDP for Q2 missed growth forecast - could bad news be good news for yen after all?

- estimates for US data this week: retail sales, industrial production, housing starts and anticipated impact on the dollar? 

- India IP data out yesterday, with CPI as well, wholesale prices later in the week. Overall expectations for India’s economy and rupee? 

- RBI came up with measures late last week to reduce liquidity. Impact on rupee? Seems rupee has depreciated a lot as it is under immense pressure from the large current account deficit. 

- risk of continued portfolio outflows in India

- where the smart money is headed

- BOE gave detailed fwd guidance  - what would you suggest investors do with regards to the sterling? 

- rm strengthened  yesterday - catch-up buying after holidays, but weakness to persist? 

- recommendation to clients

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Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York

- whether Developed Markets bull run still has legs after hitting new highs

- is it the right time to go into Emerging Markets?

- is there a calm before a storm in the Eurozone?

- technology sector

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Ong Chee Ting, analyst at Maybank Investment Bank talks about TSH Resources:

* main pushback from investors in HK on the company?

* interest in the sector appears to have died down given the slump in CPO prices…       

  - any indication in HK that it has picked up at all?       

  - catalysts for the CPO price?

* Hold rating on TSH, so which plantation counter should investors consider buying instead?

* his view on whether the proposed takeover of Pontian, in which TSH has a stake, represents a good deal for FGV

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Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York discusses:

- S&P500 valuations hitting a 3-year high of about 15x. 

- The recent announced merger between the Omnicom and Publicis Group advertising conglomerates - impact on ad industry

 - Investigation into JP Morgan and BoA for sub-prime related offences

- 75% of S&P companies reported quarterly earnings that beat analysts' expectations

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Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California, discusses the following questions: 

- Manufacturing activity in the BRIC nations have fallen to a new post-financial crisis low in July - clearly, these markets are not yet feeling a lift from stabilizing demand in developed economies of the U.S., Europe and Japan.What will be needed for these catalysts to occur?

- HSBC reckons that with manufacturers seeing new export orders contract for a fourth consecutive month in July, there are even signs that domestic headwinds for emerging markets' growth are "stiffening" as well.What do u think? And how much worse will it get before a corner is turned? 

- We in non-China Asia are concerned of the contagion effect of a slowing China.With production at Chinese manufacturers down for the second month in a row in July, how much of a potential drag is China on Asian economies?

- Australia -- which has cut its interest rates to a record low of 2.5 percent (and the eighth rate cut since November 2011), reflects perfectly the impact of a slowing China. The AUD versus the USD is hovering around 90cents to the dollar, and 85cent-levels and lower are now being spoken of.Is the AUD a pure short from here on in? 

- Barack Obama has endorsed sweeping reforms of the housing market that would sharply reduce the government’s financial exposure in a crisis, renewing his call for mortgage loan giants Fannie Mae and Freddie Mac to be reduced in size and for private investors to take on more housing risk.

> How do you see markets reacting to such an announcement?

> To what extent does this go towards abating a repeat of the sub-prime mortgage crisis?

- Short- and medium-term view of US equities 

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Suhaimi Ilias, Chief Economist at Maybank Investment Bank discusses:

- whether Malaysia's high debt levels be in focus for the rest of the year

- whether there will be any major announcements in the budget in October

- Malaysia's recovery fuelled by exports?

- whether a weak ringgit is good for Malaysia

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Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York, discusses the following questions: 

- The westwards flow of money continues: U.S. equity funds saw a record inflow of $40.3 billion in July, as the S&P 500 and Dow Jones Industrial Average scale new heights. Earnings valuations and / or "Invincible summer" aside, do you expect more inflows into equity markets? 

- Bloomberg reported that US private equity players are saying now is the time to exit investments as stocks rally and interest rates start to riseFortress’ principal Pete Briger, was quoted as saying, “this is a better time for selling our existing investments than making new investments"Where could the next play be?

- Jezz Bezos' $250million purchase of Washington Post

- There is a view that the Eurozone could be the next destination for QE-type hot money flow, with its economies recovering. Markit's Eurozone Composite Purchasing Managers Index (PMI) indicates growth for the first time since January 2012. Do you buy into this theme? 

- If so where do the best returns lie? Equities? Debt? Currencies? Specifics? 

- Despite Bernanke's statements to address the slide in 10-Yr US Treasury yields, there is a view that the long-term trend continues to be bearish, as more hot money returns Stateside. This could have huge implications for the rest of the world, not to mention the potential threat to the US housing market, which is key What's the next move for Bernanke? 

- Suggestions that Beijing may relax its one-child policy by the end of 2013 could have significant ramifications, such as on its working age population, which has already peaked, or a rebalancing of the economy towards a more consumption-driven model. But there are downsides too, such as a potential decline in the savings rate, which may weigh on investment growth. Do you have a view on this nascent development?

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On International Market Watch today Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York discusses:

- impact of lower than expected July job numbers

- inflation target

- investors and traders differing approach for August

- historical correlation between government bond yields and nominal GDP

- why the lack of market response to LDP's Upper House victory in Japan

- whether to expect reassuring commitment from Govenor Kuroda

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Desmond Chng of Maybank Investment Bank discusses BIMB's proposal to acquire the remaining 49% stake in Bank Islam from Dubai Financial Group.

He talks about:

--  the potential impact to financials

--  price comparison with other banking M&As

-- the impact of full warrant dilution

-- the marginally raised target price

--  what investors should do

BFM's Melisa Idris speaks with him. 

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On International Market Watch today Tim Mulholland, Managing Partner of China-America Capital Company in Chicago discusses:

- expectations for Chinese Q2 earnings season

- can lower GDP growth sustain profitability growth for corporates in China

- attractive "buy" sectors in China now

- China's PMI still showing growth despite trading partners contracting

- change in methodology of calculating US GDP 

- implied weakness in the US?

- is now the time to buy into the TIPs (Thailand, Indonesia, Philippines)

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