Asia Video

Why Carnival isn't feeling a weak-oil boost

Arnold Donald, president & CEO of Carnival Corporation, discusses how the cruise ship operator is seeking a balance between the effects of cheaper oil and a stronger U.S. dollar.

Disney saw a 'blockbuster quarter': Analyst

Vasily Karasyov, senior analyst for Media at Sterne Agee, discusses Disney's first-quarter earnings and explains why there is a delay in the opening of its Shanghai-based theme park.

How cheaper oil has skewed US auto sales   Tue, 3 Feb '15 | 6:43 PM ET
How cheaper oil has skewed US auto sales

Sales of gas-guzzlers from General Motors, Ford and Fiat Chrysler are rising due to lower petrol prices, says David Kudla, CEO & chief investment strategist at Mainstay Capital Management.

Why are oil bulls back in the game?   Tue, 3 Feb '15 | 6:32 PM ET
Why are oil bulls regaining confidence?

John Carey, executive vice president & portfolio manager at Pioneer Investments, discusses the rebound in crude oil prices despite the imbalance between supply and demand.

All systems go for US stocks? Maybe not yet: Pro

David Malpass, president of Encima Global, says the outlook for U.S. equities this year remains dependent on the domestic economy, which has seen patchy data this week.

An EM crisis is brewing, says this expert   Tue, 3 Feb '15 | 5:51 PM ET
An EM crisis is brewing, says this expert

Atul Lele, CIO of Deltec International Group, says slowing U.S. dollar liquidity growth and falling commodity prices could spark a crisis in emerging markets this year.

UBS says oil is poised for a comeback   Tue, 3 Feb '15 | 5:35 PM ET
UBS says oil is poised for a comeback

After an aggressive selloff for the past 7 months, $59 a barrel remains an inappropriate long term price, which makes it an attractive entry point, says Daniel Morgan, global commodities analyst at UBS.

Are US markets looking 'bubble-ish'?   Tue, 3 Feb '15 | 5:23 PM ET
Are US markets looking 'bubble-ish'?

Meb Faber, CIO of Cambria Investment Management, says U.S. stocks are approaching the end of the bull run, with valuations becoming increasingly expensive.

Disney Q1 earnings 'balanced and strong': Pro

Martin Pyykkonen, managing director of Rosenblatt Securities, says strong performances from "Frozen" merchandise sales and theme parks helped the firm to beat earnings estimates.

Obama's budget plan 'not a good deal': Pro   Tue, 3 Feb '15 | 12:51 AM ET
Obama's budget plan 'not a good deal': Pro

Christian Whiton, principal at DC International Advisory, discusses U.S. President Barack Obama's calls for a one-time, 14 percent tax on profits held overseas by companies.

'Window for rate cut is closing in Asia': ANZ

Glenn Maguire, chief economist, Asia Pacific at ANZ, says the window for a rate cut in Asia is closing hence if central banks do not cut interest rates by June, they are likely to be on hold for the rest of 2015.

Reading Exxon Mobil's Q4 earnings   Tue, 3 Feb '15 | 12:25 AM ET
Reading Exxon Mobil's Q4 earnings

Gaurav Sodhi, resources analyst at Intelligent Investor, says the fall in earnings was modest compared to the rout in oil markets, but markets were surprised by the firm's announcement to increase production.

RBI stands pat on interest rates, what's next?

Glenn Maguire, chief economist, Asia Pacific at ANZ, says the Reserve Bank of India's decision was within expectations. Moving forward, focus will fall on the Union budget for clues on India's fiscal policy outlook.

Greek negotiations could roil markets: Strategist

David Shairp, managing director, senior strategist and portfolio manager at JP Morgan Asset Management, says the start of a "protracted negotiation" between Greece and the rest of Europe will unsettle markets in the short term.

This analyst has a 'buy' call on Macau gaming shares

After months of being battered by China's anti-graft campaign, Macau's gaming revenues are seeing a period of stabilization, says Grant Govertson, principal analyst at Union Gaming.

Lenovo's big challenge ahead   Mon, 2 Feb '15 | 10:46 PM ET
Lenovo's big challenge ahead

After better-than-expected third-quarter revenue, Lenovo's decision to re-launch Motorola into China will be its biggest challenge ahead, says Jean-Louis Lafayeedney, Technology Analyst at SG-Ji.

Is Obama's budget plan headed in the wrong direction?

Veronique De Rugy, senior research fellow at the Mercatus Center, George Mason University, says U.S. President Barack Obama should be focusing on tax reform, rather than targeting corporate overseas earnings.

Lamy: 'TTIP is a long haul negotiation'   Mon, 2 Feb '15 | 9:31 PM ET
Lamy: 'TTIP is a long haul negotiation'

Pascal Lamy, former director-general at the World Trade organization from September 2006-August 2013, discuss the challenges for the world's biggest-ever free trade deal, the Transatlantic Trade and Investment Partnership (TTIP).

Merk: Oil collapse isn't all good for the US

Axel Merk, President and Chief Investment Officer at Merk Investments, says falling oil prices paint a mixed picture for the U.S. economy, with negative effects like job cuts in the oil and gas sector.

After rate cut, Australia's housing at risk: HSBC

Paul Bloxham, chief economist for Australia and New Zealand at HSBC, says Australia's housing sector is at risk of entering bubble territory after the central bank's rate cut on Tuesday.

No rate cut from RBA today: StanChart   Mon, 2 Feb '15 | 9:49 PM ET
No rate cut today by RBA: StanChart

Callum Henderson, global head of FX Research at Standard Chartered Bank, explains why he is bucking the trend to expect the Australian central bank to stand pat on interest rates.

Here's why Lenovo had an 'impressive' Q3   Mon, 2 Feb '15 | 8:47 PM ET
Here's why Lenovo had an 'impressive' Q3

Alex Ng, Equity Research, Vice President - China Technology at China Merchants Securities, says Lenovo's revenue growth outpaced ballooning expenses related to the acquisition of U.S. brand Motorola.

Asian rate cuts good news for investors: Pro

Binay Chandgothia, MD, Portfolio Manager at Principal Global Investors, says the trend of interest rate cuts in Asia will be positive for both equity and bond investors.

China's shadow banking: Not as risky as you think?

Christian Edelmann, Global Head of Corporate & Institutional Banking and Wealth & Asset Management at Oliver Wyman, explains why the size of China's shadow banking sector has been overestimated.

Factors that could sway oil prices   Mon, 2 Feb '15 | 7:50 PM ET
Factors that could sway oil prices

David McAlvany, CEO of McAlvany Financial Group, says the possibility of slowing demand on the back of faltering global growth, along with brewing geopolitics, could exacerbate the downside in crude oil prices.

Is a RBA rate cut imminent?   Mon, 2 Feb '15 | 7:31 PM ET
Is a RBA rate cut imminent?

Scott Haslem, chief economist at UBS, expects the Reserve Bank of Australia to trim 50 basis points off its cash rates by the first half of the year, likely during its March and May policy meetings.

RBA will cut rates, but by how much?   Mon, 2 Feb '15 | 6:43 PM ET
RBA will cut rates, but by how much?

To surprise the market, the Australian central bank will need to announce a 50-basis-point interest rate cut, says Daniel Tenengauzer, head of Global FX & EM Strategy at Royal Bank of Canada.

Melco Crown: 'We're in Manilla for the long haul'

Lawrence Ho, co-chairman & CEO of Melco Crown Entertainment and James Packer, co-chairman of Melco Crown Entertainment, discuss the firm's decision to open a billion dollar casino resort in Manila.

Will oil-price rebound help to lift stock markets?

Sam Stovall, managing director for U.S. Equity Strategy at S&P Capital IQ, says crude oil prices may be seeing a counter-trend rally and explains what that means for U.S. equities.

Beware, more pain ahead for the Aussie dollar

Factors like lower commodity prices and a stronger U.S. dollar will exert pressure on the Australian currency in the medium to long term, says Elias Haddad, senior currency strategist at Commonwealth Bank.

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