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



11:00 AM

Best of Enterprise

(REPEAT) Vivek Ramachandran, Founder and CEO of SquareX, shares how the company is using its $20M Series A funding to tackle browser-based cyber threats, and why this focus could reshape the cybersecurity landscape.

12:00 PM

BBC World Service

This week on Science in Action - China's mission to bring back pieces of a mysterious asteroid that might be from our moon, new laser technology that can read text from over a kilometer away, and how ancient Incan string records could reveal climate secrets.

1:00 PM

A Bit of Culture

(REPEAT) It’s an “At The Movies” episode of A Bit of Culture as Kam, Mikey and Sudais talk about snacks at the cinemas, silent films and Tom Cruise!

2:00 PM

Ringgit & Sense

(REPEAT) Yuvarajan Periyan, Uno Adviser’s Sdn. Bhd. talks about things to consider when buying or renting a home.

2:30 PM

The Property Show

(REPEAT) Yap Zer Ken of Plush Services gives us the 101 on how to start a successful short-term rental space.

3:00 PM

Best of The Bigger Picture

(REPEAT) A researcher from India shares insights into how the state of Kerala is eradicating poverty.

4:00 PM

Best of Evening Edition

(REPEAT) What exactly makes kuih, kuih? And in an age of mass production, are we losing the heart of what makes kuih special? We unpack this with a seasoned cooking instructor.

5:00 PM

BBC World Service

This episode of The Inquiry looks at whether we have seen a breakthrough in preventing genetic diseases.