Dodge O Dorland, Chairman and CIO of Landor & Fuest Capital Managers in New York talked about:

- whether the recent soft patch for the global economy a temporary setback or a sign of a new trend

- whether he agrees with former Fed Chairman Alan Greenspan that all we need is the return of the confidence fairy

- concrete, achievable ways to restore confidence

- Greenspan thinks a Greek default is almost inevitable - Dodge tells us how investors can position themselves in the event that happens

- what's next for Spain as it's vulnerable to changes in market sentiment

- whether oil is likely to stay around $93 a barrel, where he sees oil prices in the short term

- US data this week - his expectations. GDP figures will be most closely watched number for this week.

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Phillip Futures commodity analyst Ong Yi Ling in Singapore tells us whether the price of the precious metal really hit $5,000 an ounce though, quadruple the current price.

It’s been said that gold could hit a whopping $5,000 an ounce as more central banks become net buyers of gold - currently central banks hold 11% of their reserves in gold, while china has only 1.6% of its reserves in gold.

Gold rose about 3% over the past four weeks on a slew of dismal US economic data.

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Tim Mulholland, MD at China-America Capital Company in Chicago talked about:

GREECE

- whether the reform programme is crushing the economy

- possible paths to a rescue (Germany and ECB disagree, while IMF won't be able to tap the markets in 2012)

- what happens if Spain gets swept into the crisis

- how investors should leverage on a Greek 'accident scenario'

 

US

- economic data - housing starts, jobless claims, Philadelphia Fed survey - whether the economy is in recovery mode

- Pandora Media - it fell below its IPO price due to concerns it can't maintain the market value gained on its first day of trading

 

He ends with trading opportunities in the near term.

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UOB Kay Hian Research Analyst Sylvia Wong Hong Kong says a sharp fall in the property market would be hard to predict, possible triggers would be imported. She tells us why she would prefer HK landlords and would avoid stocks of HK developers for now. She names a few of her favourite counters amongst mainland developers: big caps and potential dark horses amongst smaller ones. 

Standard & Poor had warned that the Hong Kong property market may be at risk of a sharp correction. Even so, property plays extended their recent outperformance yesterday.

 

 

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Ben LeBrun, Market Analyst and Commentator at CMC Markets in Sydney talked about

- disappointing data from States: May industrial production was weaker-than-expected while core consumer price figures signaled the biggest rise in nearly three years

- BNP Paribas, Societe Generale and Credit Agricole may have their credit ratings cut by Moody's due to their investments in Greece

- S&P revising its industry outlook for China's real estate development sector to negative from stable

- speculation that Australian brewer Foster's Group may be a takeover target, whether you should buy, sell or hold this stock

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ACE-Market listed XOX Bhd has been making headlines for all the wrong reasons. Its share price tanked 35% on Gong Day - opened at 73 sen (issue price was 80 sen). Price hit a low of 45 sen on 13 June. XOX Bhd MD and CEO Ng Kok Heng tells us what's going on.

 

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

- Greece: what compromises need to be made for the euro-area finance ministers to agree on a bailout model, whether Greece will be ejected from the Euro

- Gold: why he won't be adding it to his portfolio, but he likes precious metals, such as silver and rare earth. hang on to gold though, if you already have it. he tells us how he's playing this trend, and whether there's any danger of a mining bubble.

- US Obama's warning of another financial crisis if US fails to raise the national debt ceiling. expects ceiling to go up, just how much drama surrounding it.

- US market data - no surprises from wholesale prices in May and consumer spending figures, what he's anticipating from rest of data announcements this week

US economy can still hit 3% growth in Q3, Q4

- China's inflation rose in May to 5.5 per cent, the highest in almost 3 years, prompting China to raise its bank reserve ratio by 50 basis points. Even so, he is still keen on the China story, and says it's a cyclical slowdown coming in China, story still tight. He told us how he would take part in the China story, still.

Expects at least 7-8% growth this year.

He ends with the one must-have item for every investor's portfolio.

 

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TA Research Head Kaladher Govindan comments on ETP  projects announced yesterday worth RM2.8 billion.

- Long run, positive for the economy, ETP stuff to improve demand

- Agrees with PM's GDP growth estimate of 6% this year though other economists are having doubts about GDP figures, anticipating 5.5%.

- Of all the projects announced, he tells us why he likes refinery and petrochemical integrated development (RAPID) best.

 

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Malcolm Polley, President and CIO of Stewart Capital Advisors in Indiana talks about Nouriel Roubini's prediction that a perfect storm will stunt growth from 2013.

Malcolm still keen on China story, but invest in companies which benefit from growth in China, ie not necessarily investing in China directly. He also explained why he won't be buying the yuan, though he believes it's undervalued. 

He likes raw material producers (steel, copper, timber) and energy plays, but as these are very cyclical plays,  so learn to invest for the long term story. 

He's keen on fertilisers; potassium and nitrogen based ones, though they have not much control over raw material prices.

On agri land, he likes it but hard for individual investors to invest in, arable land declining at a rapid rate.

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Next View Sdn Bhd Chief Market Strategist Benny Lee on

- when he expects a recovery in plantation counters, which were weight down by May palm oil stocks rising to their highest in 16 months

- RHB Bank, Alliance Financial Group - best course of action as per his charts

- why Ranhill and Yinson Holdings are his top picks for this week

   - Ranhill - price sliding since hitting 81.5 sen on April 5th

   - Yinson Holdings - share price fairly flat in April, climbing since May, hit 12 month high of RM1.74 on June 9, closed at RM1.66 last Friday.

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