BFM 89.9

HIGHLIGHTS 
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?


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: 

Tags:  morning fixfund flowsaseanjapan





Play / Pause

Listen now : BFM 89.9 -- The Business Station

Today’s Shows



6:00 AM

The 6AM Stretch

7:00 AM

World Market Watch

Tim Mulholland, President, TJM Limited, Chicago

7:15 AM

Morning Brief

7:30 AM

Morning Brief

7:45 AM

Top Story

Dr. Afzanizam Abdul Rashid, Chief Economist, Bank Muamalat (

8:00 AM

The Breakfast Grille

Hamdan Abdul Majeed, Managing Director, Think City

8:30 AM

Morning Brief

Datuk Mumtaz Ali, Chairman, Save Kuala Lumpur

8:45 AM

Morning Brief

Richard McGregor, Senior Fellow at Lowey Institute

9:00 AM

Opening Bell

[REPEAT] Tim Mulholland, President, TJM Limited, Chicago

9:15 AM

Opening Bell

Adrian Loh, Head Of Research at UOB Kay Hian Singapore

9:35 AM

What's the Focus

10:05 AM

Open For Business

Ivan Alias, Senior Vice President of Corporate Business Development, Merchantrade Asia

11:00 AM

Mattsplained

Matt Armitage, Founder, Kulturpop

12:00 PM

Enterprise Explores

Kapil Bonde, Senior Market Evangelist, Adjust

1:00 PM

The Breakfast Grille Repeat

Hamdan Abdul Majeed, Managing Director, Think City

2:05 PM

Discovery Hour

Lingo Episode #2: Is Singlish a language? [REPEAT]; Gwee Li Sui, Poet | Gurmit Singh, Comedian

3:05 PM

Front Row

Jungle Jungle; Rahel Joseph, Gallery Director, Ilham Gallery

3:20 PM

Front Row

If There is An Afterlife, I Hope It’s Your Version Instead of Mine; Asyraf Syahir Najib, Founder, Writer & Artistic Director, EJKLS Seni | Myrra Baity, cast member

4:05 PM

Health & Living

Doctor in the House: Are There Carcinogens In Our Makeup?; Dr George Lee, Consultant Urologist | Prof Dr Cheong Sok Ching, Chief Scientific Officer, Cancer Research Malaysia

5:00 PM

Top 5 at 5

6:00 PM

Popcorn Culture - House of the Dragon S2 Pt 1, and Power Struggles

7:00 PM

BBC Programming

7:30 PM

Just For Kicks

La Roja vs The Three Lions - The Battle to Conquer Europe; Asran Rozain | Bob Holmes | Gogulan Dorairajoo

9:00 PM

A Bit of Culture

The Etiquette of Splitting A Bill; Kam Raslan | Sheryll Paul | Hafiz Noor Shams