On World Market Watch today Bill Diviney, Currency Strategist of Barclays in Tokyo, discusses: 

- how low the Yen will go

- emerging market bonds, the emerging basket favourite?

- the Aussie dollar dilemma

- why the Loonie rules

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Steve Hagger, Country Manager for Credit Suisse , discusses:

- BN retains its 56-year-old grip on government - implications for Malaysia from a markets perspective? 

- Opposition leader Datuk Seri Anwar Ibrahim has vowed to fight the result, alleging widespread fraud. Does this throw some uncertainty on the situation?

- The Malaysian Insider writes that Barisan Nasional has retained its seat in government despite losing the popular vote for the first time since 1969. Implications.

- Meredith Weiss, associate professor of political science at State University of New York, said the national result “leaves Malaysia more fragmented”. From the standpoint of the nation being divided due to the existence of the National Economic Policy; do you agree?

- This result however means fears of a hung Parliament has not occurred. How conifdent are you that the Najib administration will now go on to rein in the fiscal deficit such as to reduce subsidies and introduce a goods and services tax? 

- Discusses how the swing in the Chinese vote might be addressed by UMNO in its next party elections, slated for sometime in 2013

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Teng Chee Wai
CEO of
Hwang Investment Management Bhd., discusses:

- BN retains its 56-year-old grip on government - implications for Malaysia from a markets perspective? 

- Opposition leader Datuk Seri Anwar Ibrahim has vowed to fight the result, alleging widespread fraud. Does this throw some uncertainty on the situation?

- The Malaysian Insider writes that Barisan Nasional has retained its seat in government despite losing the popular vote for the first time since 1969. Implications.

- Meredith Weiss, associate professor of political science at State University of New York, said the national result “leaves Malaysia more fragmented”. From the standpoint of the nation being divided due to the existence of the National Economic Policy; do you agree?

- This result however means fears of a hung Parliament has not occurred. How conifdent are you that the Najib administration will now go on to rein in the fiscal deficit such as to reduce subsidies and introduce a goods and services tax? 

- Discusses how the swing in the Chinese vote might be addressed by UMNO in its next party elections, slated for sometime in 2013.

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RHB Research Analyst Ahmad Maghfur Usman talks about MAHB: 

- KLIA2 to fling its doors open 28 June? 

- to adjust target price downwards from RM7.23 to RM6.50 in the event of a delay - buying opportunity? 

- potential cost overrun in the event of a delay

- though Q1 was a good start, is it sustainable? 

- too many airports in its portfolio - it has stakes in airports overseas, eg in Turkey and India  - the most profitable vs the least  

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

- higher prices for car owners at the petrol pump in Indonesia come early May. How will the govt ease the pain? 

- repercussions through the economy

- liquidity in Asia - generating the best reaction possible? 

- US GDP rose 2.5% q/q in Q1, and inflation appears flat and FOMC rate decision on May 1st - join the dots. 

BFM's Khoo Hsien Chun speaks with him. 

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

- U.S. companies have easily beaten expectations for Q1 earnings so far this reporting season, but nearly half of the members of the S&P 500 are yet to announce results.
What are your expectations? Will they be as robust?
- This has been good enough for markets though: the S&P is up 11% already this year .. How much higher can it go?
- The Fed is also speaking this week; it is expected to repeat its dovish message, with many expecting it to say it will continue to insulate the economy. Do you think it will?
- There is also a sizable economic calendar coming,with ISM manufacturing data for the US on Wednesday, PMI manufacturing reports for the eurozone and China on Thursday.
- With Asia on the receiving end of strong capital inflows risks stemming from rapid credit growth and rising asset prices have accelerated.

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Benny Lee, Chief Market Strategist at Jupiter Securities expects the market to trade sideways this week in the four trading days leading up to GE13.

He discusses market behaviour post-GE, and a few stocks: 
- Daibochi, which hit 52-week highs last Thursday and Friday after posting record Q1 profit

- short-term plays: Puncak and LBS

- mid-to-long-term play: Telekom Msia and IJM Corp 

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Wong Chew Hann, Head of Research at Maybank Investment Bank talks about the rationale for upgrading IJM Corp from Hold to Buy at RM6.10.

She discusses: 

- Kuantan Port expansion 

- impact on trade

- construction of West Coast Expressway

- 6,200 acres landbank with potential GDV of RM38bn. Portion closest to being developed

- details on valuation method

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

- Dozens of S&P 500 companies report this week in a heavy week of earnings (including Facebook, GM, MasterCard, Merck and Pfizer). What is your take on the earnings season so far and more importantly, what is the take on the economic picture? 

- Proportion of rally thus far that is artificial and entirely led by by stimulus 

- How highly would you rate the risk of a pullback right now due

- The Fed is also speaking this week; it is expected to repeat its dovish message, with many expecting it to provide a potential safety net for markets facing a wave of earnings and the important April jobs report. Do you think it will? 

- There is also a sizable economic calendar coming,with ISM manufacturing data for the US on Wednesday, PMI manufacturing reports for the euro zone and China on Thursday. The week then ends with Friday's U.S. employment report, expected to show 150,000 new nonfarm payrolls in April, according to Thomson Reuters.What are your expectations for each of these reports? 

- Markets are also on high alert for a possible quarter-point rate cut from the European Central Bank on Thursday. Some are even suggesting that the ECB should embark on a bond-buying program. In either scenario, how do u rate the possibilities? 

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Daibochi Plastic & Packaging Bhd Exec Director Low Jin Wei discusses: 

- details on packaging for surgical gloves 

- impact of avian flu 

- serving the electronics and tobacco

- prices of polyester film and oriented polypropylene (OPP) film  

- progress of the new plant in Malacca

- dividend guidance for 2013

- guidance for Q2

Daibochi shares were at a 52-week high today of RM3.15 after announcing a record quarter in 1Q13 net profit-wise. 

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