Squawk Box Asia

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• Euro Zone Stabilization Key to Global Economy: Pro 

  

  Jimmy Koh, Head of Research & Investor Relations, UOB says the world would be in a better place if the euro zone could contain liquidity shocks. He adds that excess liquidity from the West is flowing into Asia.

• ASEAN's Bright Spot: The Philippines?  

  

  Prakriti Sofat, Regional Economist, Barclays explains why she's optimistic on the Philippine economy. She expects the country's central bank to hike rates by 25 bps later this year.

• Risks Facing the Global Economy 

  

  Jimmy Koh, Head of Research & Investor Relations, UOB discusses the risks facing the global economy. He explores the problems facing China's economy.

• China Needs a 'Clean Revolution' 

  

  Wu Changhua, Greater China Director, The Climate Group discusses China's pollution problem. She welcomes suggestions by China's new leaders to make environmental and energy conservation a top priority.

• More Upside Ahead for the Euro? 

  

  Ed Ponsi, Managing Director, Barchetta Capital Management thinks the euro has room to hit $1.37. He explains that sector rotation out of U.S. bonds into European stocks will fuel the euro rally.

• Asian Emphasis in Asset Allocation: Pro 

  

  Stephen Davies, CEO, Javelin Wealth Management says he had reduced his cash weights and remains fully weighted on equities, with an emphasis on Asia and emerging markets.

• The Great Rotation 

  

  Stephen Davies, CEO, Javelin Wealth Management says talk of a great rotation out of bonds into equities has been overdone. He expects non-farm payroll numbers to show the U.S. economy is ticking over but not growing excessively.

• Buy on Shallow Pullbacks in Commodities: Analyst 

  

  Ric Spooner, Chief Market Analyst, CMC Markets says commodity traders are waiting for shallow pull-backs to buy. He says base metal prices reflect a reasonable demand-supply balance.

• US Unemployment Is Structural, Not Cyclical 

  

  Adolfo Laurenti, MD & Deputy Chief Economist, Mesirow Financial says U.S. unemployment is a structural rather than cyclical problem. He expects Friday's payrolls data to show 150,000 to 175,000 jobs were created in January.

• Positive Outlook for US Markets 

  

  Michael Crofton, President & CEO, Philadelphia Trust Company says U.S. stock markets are likely to rally 7-8 percent this year. He expects the market to do well ahead of budget talks in March, when some pull-back is likely.

• The Psyche of the Chinese Consumer 

  

  David Kuo, Director, The Motley Fool explores what will motivate buying trends among Chinese consumers. He adds that gaining exposure though luxury goods makers like Burberry is a good strategy.

• Hiring Trends in 2013 

  

  Paul Endacott, Managing Director, Ambition discusses the latest hiring trends in Asia, especially within the financial services sector. He adds that a lot of jobs are being shifted from Singapore & Hong Kong.

• Facebook: A Stock to Own? 

  

  Victor Anthony, Senior Analyst, Internet & Media, Topeka Capital Markets says Facebook's latest quarterly earnings were a good solid beat. He discusses the future of Facebook's mobile platform.

• Is the Blackberry 10 a Game Changer? 

  

  Jan Dawson, Chief Telecoms Analyst, Ovum says RIM's new phones are exciting developments, but adds that it's unlikely to be a huge competitor to either Google's Android or Apple's iPhone.

• Pratt & Whitney Boosts Presence in Asia 

  

  David Hess, President, Pratt & Whitney discusses his firm's expansion plans in Singapore. He also expresses confidence that Boeing will be able to sort through the issues with the Dreamliner.

• US GDP Contraction Only Transitory: UBS 

  

  Mansoor Mohi-uddin, Chief Currency Strategist, UBS says the U.S. Q4 GDP data was impacted by fiscal austerity. He adds that the non-farm payrolls are the key data point to watch.

• Defending Against a Market Pullback 

  

  David Kuo, Director, The Motley Fool says it is hard to predict when markets will pullback and says he constantly adds money to his holdings. He explains why Burberry is one of his picks.

• US GDP Contraction Is Not Temporary Blip: Expert 

  

  David Kuo, Director, The Motley Fool says the Fed will start firing up its printing press again. He says the shock contraction in U.S. Q1 GDP is not a temporary blip.

• Nok Air Spreads Its Wings 

  

  Patee Sarasin, CEO, Nok Air says the company plans to list on the Bangkok Stock Exchange in Q3. It hopes to raise about THB3-4 billion to fund its international expansion plans.

• Monetary Easing to Boost Commodities: Pro 

  

  Gaurav Sodhi, Resources Analyst at Intelligent Investor says commodity markets move in tandem with monetary policy. He says a negative surprise from the key jobs data on Friday may be good for commodities as would imply further stimulus efforts from the Fed.