Yeak Chee Keong, Research Analyst at Maybank Kim Eng Singapore talks about the offshore and marine sector:
- offshore & marine sector still firmly on the upswing though SGX was at its lowest point for the year earlier this week. 
- why he thinks operating margins will trend upwards though consensus is for contraction 
- what Singapore yards offer that Chinese and Korean yards don’t
- factors that will sustain prices above the USD80 per barrel level
- why Sembcorp Marine preferred over Keppel 

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Daryl Guppy, Founder and CEO of Guppytraders.com, answers the following questions: 

- Pimco suggests that with high debt levels around the world the chances of a global recession in the next three to five years stand at more than 60 percent.At a pinch, that means it might happen around 2017. Do the years 1987, 1997 and 2007 ring a bell? 

- Does that mean risky assets have a lot more room left to soar between now and then? 

- How much has your opinion been altered by the Japanese governments surprise no-go on monetary policy this past weekend? 

- Talk of Fed tapering has seen the speculative capital flows, triggered by the U.S. Federal Reserve's ultra-loose monetary policy, fast exiting emerging market equities. .. How highly would you rate a return of this capital, given the fact that tapering means exactly that: a reduction, not an outright rescission.

- The tapering debate has further harmed the Aussie dollar. And its recent declines have everything to do with China's so-so economic performance and the attendant poor performance in resources. Do you however have a medium-term view on the Aussie dollar versus the USD? 

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Noelle Lim updates us on oil prices and the Middle East, fresh from the 17th Asia Oil & Gas Conference. Points covered include:

- Economic outlook by David Hewitt, MD of Equity Research at Credit Suisse in Spore

- oil prices - differing views by  Wood Mackenzie, energy research firm and Citibank

- risk in Middle East - Iran, Syria and Iraq

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On World Market Watch today Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California discusses:

- why the downward movement in indices following BoJ's unaltered position?

- If risk is off, why the strengthening Yen?

- what to do with bonds

- Low volatility dividend paying stocks

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Khoo Hsien Chun and Chan Shiao Mei discuss two warrants which were amongst those most active by value yesterday: 6181WB Malton and 7213 Hovid.

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Lee Cheng Hooi, Head of Retail research at Maybank Investment Bank talks about:

- whether KLCI will continue to be relatively sheltered compared to region's markets, which took a bad hit yesterday.

- three sell calls: BAT, SP Setia, Hong Leong Financial Group. He discusses support and resistance levels and downside targets. 

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Ian Wan, Alliance Research analyst talks about why he's downgraded the consumer sector. He addresses: 
- challenges such as GST, tariff hikes and subsidy rationalisation vs. inelastic demand for consumer goods
- downgrades for sin stocks  i.e. Carlsberg, GAB and BAT. marketing efforts to drive demand? 
- investors moving on to other sectors?
- Dutch Lady, MSM Malaysia and QL Resources - unrated?
- what would change his outlook

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PK Basu, Regional Head, Economics and Research at Maybank Kim Eng, Singapore talked about: 

- outcome of President Obama's and President Xi Jin Ping's two-day talks
- QE tapering - as soon as October?
- China trade, inflation, lending data and industrial production for May were below estimates. More of the same ahead? 
- safe havens 

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

- Still high unemployment will prevent a tapering of bond buying for now.

- Alan Greenspan CNBC interview reflects Bernanke on the right track.

- China seeing some weakness  - but stimulus response unlikely for now.

- China market is cheap but earnings are uncertain

- S&P500 P/E of 15x is high. US earnings are poor quality through falling costs but little revenue growth.

- Gold - buillion shows no sign of reversing bear trend

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Benny Lee, Chief Market Strategist at Jupiter Securities talks about:

- KLCI this week

- stocks in the news: Maxis, Dayang Enterprise, Johor and Penang property developers

- what he's considering this week

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