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?
Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank
7:15 AM
Morning Brief
7:30 AM
Morning Brief
Saktiandi Supaat, Head of FX Research, Global Markets, Maybank Group
7:45 AM
Morning Brief
Dr Rafidah Abdullah, Consultant Nephrologist, Hospital Putrajaya
8:00 AM
The Breakfast Grille
H.E Dr. Joachim Bergström, Ambassador of Sweden to Malaysia
8:30 AM
Morning Brief
Deepa George, Managing Consultant, MYHRC Services
8:45 AM
Morning Brief
Dato' Seri Wong Siew Hai, President, Malaysia Semiconductor Industry Association
9:00 AM
Opening Bell
9:15 AM
Opening Bell
Jesse Liew, Chief Investment Officer, Fixed Income, Principal Southeast Asia
9:35 AM
Ringgit & Sense
Nor Fazlina, Chief Executive Officer, Maybank Trustees Berhad
10:05 AM
Open For Business
Ooi Boon Sheng, CEO, Web Bytes
11:05 AM
Tech Talk
Praveen Kumar, Vice President for Asia Pacific at Rocket Software
12:00 PM
Enterprise Explores
Norman Vanhaecke, Group CEO, Cradle Fund
1:00 PM
The Breakfast Grille Repeat
Megat Zariman, President, Velesto Energy Bhd
2:05 PM
Beyond the Ballot Box
Unpacking the Israel-Iran Conflict, Dr Assal Rad, Scholar of Middle East History
3:05 PM
Live & Learn
19 Cammies, And Counting! Low Ngai Yuen, President, Kakiseni
3:30 PM
Live & Learn
Sambut Gong with Gangsapura, Teuku Umar Ilany and Nur Diyana Nadirah, Founders, Gangsapura
4:05 PM
Health & Living
Public Health: Diabetes - Get More Than You Bargained For, Azrul Mohd Khalib, CEO, Galen Centre for Health and Social Policy | Dr Feisul Mustapha, Director, Perak State Health Department | Prof Dr Rohana Abdul Ghani, Consultant Endocrinologist, Universiti Teknologi Mara & President, Malaysian Obesity Society