BFM 89.9

Podcast  >  Morning Run  >  Market Watch  >  Persistent Outflow Trends in Asia ex-Japan and Short Selling in Malaysia

Persistent Outflow Trends in Asia ex-Japan and Short Selling in Malaysia

John Cheong

27-Jul-13 01:25

Persistent Outflow Trends in Asia ex-Japan and Short Selling in Malaysia

John Cheong, Investment Analyst at Maybank Kim Eng, Singapore talks about: 
- interesting trends in investment flows by industry in Asia ex-Japan
        
- Maybank Kim Eng's Head of Research in Vietnam, Michael Kokalari says that he expects Vietnam to capture foreign fund flows from the relatively expensive TIPM markets - any evidence of that?
- Bursa Malaysia has been making moves to boost participation in securities borrowing and lending in the local mkt, which facilitates short-selling. Difficulty shorting individual stocks has frequently been cited by foreign investors as one reason why they avoid KLCI.
         - Would improvement in the ability of institutional investors to short actually lead to improved liquidity and foreign participation in the M’sian market? Or impact likely to be minimal?
- Foreign fund flows are a closely monitored metric by market participants… but what evidence is there that they really provide useful signals for investors
        
- In your latest 'Ebbs & Flows' report, you mention that global equity flows surged to a new high on Ben Bernanke's assurance that the Fed's “highly accommodative” policy will continue. But with most Economists excpecting the Fed to start tapering in September, are investors getting too enthusiastic?


Download the BFM mobile app. Stay at home and stay up-to-date.

Tags:  morning fixfund flowsaseanjapanEconomy, Markets


Share this podcast




Play / Pause

Listen now : Earth Matters (REPEAT): The ABC's of Biodiversity - Sunda Clouded Leopard; Chrishen...

Today’s Shows



10:00 AM

Pick of the Pops (REPEAT)

Epi456 - Hits From The 60s to 80s

12:00 PM

Bar None (REPEAT)

Birmingham 2022 - Report Card; Haresh Deol, twentytwo13.my

1:00 PM

Ringgit & Sense (REPEAT)

Dating And Money, What To Look Out For And What To Say; Suraya Zainudin, Founder, ringgitohringgit.com

1:30 PM

The Property Show (REPEAT)

How Affordable Is Affordable Housing In Malaysia?; Dr Suraya Ismail, , Director of Research, Khazanah Research Institute (KRI)

2:00 PM

Cruise Control (REPEAT)

Serena S Hybrid, an MPV Like No Other; Daniel Fernandez, Managing Editor, dsf.my

3:00 PM

By the Book (REPEAT)

Judging A Book By Its Cover

4:00 PM

The Bigger Picture (REPEAT)

Does the Happiness Index Reflect People’s Wellbeing?; James Chai, Visiting Fellow, ISEAS – Yusof Ishak Institute

5:00 PM

TED Radio Hour

6:00 PM

Earth Matters (REPEAT)

The ABC's of Biodiversity - Sunda Clouded Leopard; Chrishen Gomez, Biologist, Wildlife Conservation Research Unit (WildCRU), University of Oxford

7:00 PM

Back To Back (REPEAT)

EP32 - Marvin Gaye

8:00 PM

Track By Track (REPEAT)

9:00 PM

The Selector