BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  China Sentiment Warms As Export Data Brightens

China Sentiment Warms As Export Data Brightens

Joe Quinlan

10-Sep-13 09:30

China Sentiment Warms As Export Data Brightens
Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York, answers the following questions:     - A survey by Boston Consulting Group found foreigners much more upbeat about US economic prospects compared to Americans themselves.   What do u think? Especially in light of where Americans view the economy is right now?     - The new Australian PM, Tony Abbot has pledged to repeal Australia's carbon tax and reduce its foreign spending.   How do you think this will affect investment in Australia?    - That being said, while Abbott's economic policies are not expected to differ too much from Labor's, some reckon with the election now over, confidence will be boosted, and investment plans that were on hold before the election should now be implemented.  Do u agree?     - China’s August exports rose 7.2% from a year ago (ahead of consensus’ 6%) - with Chinese stocks surging 3.5 percent on Monday.  Has sentiment towards China turned a corner?    - However, imports only rose 7% (vs. consensus 11.3%) -- and attention now shifts towards August industrial production, fixed asset investment and retail sales numbers;   How equivocal do u think this data will prove to be, in terms of indicating a stabilising China     - And with Tokyo having been awarded the right to host the 2020 Olympics, does this global event remove the "value trap" as Nomura suggests it does?    - According to Nomura, national stock markets appreciated in six out of the last seven cases of venue selection - and increases the probability of reaching their year-end Nikkei target of 18,000, which is 27 percent above current levels.   Is this too much of a stretch?    - Wall Street’s biggest firms, including BlackRock and Goldman Sachs, are predicting intensifying bond losses in emerging markets, where borrowing costs have already soared to the highest in more than four years versus U.S. corporate debt  Does this mean the worst is still to come in terms of flows out of emerging mkts?

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

Categories: 

Tags:  market watchjoe quinlan





Play / Pause

Listen now : BFM 89.9 -- The Business Station

Today’s Shows



6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Kingsley Jones, Chief Investment Officer, Jevons Global tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Chua Hak Bin, Regional Co-Head, Macro Research, Maybank IBG gives us the economic and trade outlook for ASEAN in 2026.

7:45 AM

Morning Brief

Professor Tricia Yeoh, Associate Professor of Practice at the University of Nottingham Malaysia's School of Politics & International Relations, voices concerns with the social media ban for under-16s.

8:00 AM

The Breakfast Grille

Shafinaz Salim, Acting CEO, Futurise talks about the company's role in the National Regulatory Sandbox.

8:30 AM

Morning Brief

Dr. Michael Montesano of ISEAS unpacks the stakes behind Thailand’s early elections.

8:45 AM

Morning Brief

Professor Amrahi Buang, President of the Malaysian Pharmacists Society, sheds light on the contract pharmacist fallout and its wider implications.

9:00 AM

Opening Bell

(REPEAT) Kingsley Jones, Chief Investment Officer, Jevons Global tells us where international markets are heading.

9:15 AM

Opening Bell

(REPEAT) We take a look at the FBM KLCI as well as regional capital markets.

9:35 AM

Pinnacle Perspectives

Iesa Morshidi, Director of Workforce Management at PwC discusses Hopes and Fears Survey 2025.

10:05 AM

Open For Business

Johnny Tin, Founder, Arkmind

11:05 AM

P&L

Derrick Leong, Lawyer & Crypto Enthusiast

12:00 PM

Enterprise Explores

Sage Khor, Technical Lead, Trend Micro

1:00 PM

The Breakfast Grille Repeat

Shafinaz Salim, Acting CEO, Futurise talks about the company's role in the National Regulatory Sandbox.

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Earth Matters

We find out more about The Beach School in Port Dickson, which teaches people of all ages coastal awareness, conservation, and hands-on nature learning.

4:05 PM

Health & Living

Ever thought about whether you need a social media detox but don’t know if you can do it? We speak to a psychologist on why it might be a good idea and how you can start.

5:00 PM

Top 5 at 5

6:00 PM

Today I Learned

7:00 PM

Just For Kicks

8:00 PM

A Bit of Culture