Squawk Box Asia

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• State of the US Economy 

  

  David Mann, Head Regional Research, Asia, Standard Chartered discusses what the latest non-farm payrolls data mean for the U.S. economy. He adds that signs of strength in the U.S. will give investors more reasons to invest.

• Insuring Against Severe Weather 

  

  Shivan Subramaniam, CEO, FM Global explains how his company insures commercial real estate. He discusses his firm's, and the sector's response in the face of Hurricane Sandy & Cyclone Oswald.

• Will North Asia Shine in 2013? 

  

  Khiem Do, Head of Asian Multi-Asset, Baring Asset Management, Hong Kong explains why the marginal money will chase the North Asian markets. He adds that Taiwan and South Korea will be the exception to this trend this year.

• The New Market Order 

  

  Khiem Do, Head of Asian Multi-Asset, Baring Asset Management, Hong Kong explains why a lot of asset classes have reached all-time highs, especially equities. He cites the current liquidity-induced environment as a key reason.

• Reading China's Economic Signs 

  

  Jian Chang, China Economist, Barclays says China's manufacturing and non-manufacturing PMIs show that domestic demand is strong. She cautions though, that the imminent Lunar New Year may distort future data reads.

• China's Shrinking Labor Force 

  

  China's labor force is showing signs of decline. And as CNBC's Eunice Yoon finds out, that does not bode well for the country's economic development.

• The Great Rotation: Currency Impact 

  

  Greg Gibbs, Senior Currency Strategist, RBS discusses the effects "the great rotation" has on the currency markets. He adds that the Aussie dollar has seen some weakness.

• The Great Rotation: Fact or Fiction? 

  

  David Mann, Head Regional Research, Asia, Standard Chartered sees a more positive outlook this year for equities compared with bonds. He says the global liquidity push could result in investors taking more risks.

• Developments in China's Labor Market 

  

  David Mann, Head Regional Research, Asia, Standard Chartered discusses the developments in China's labor patterns. He says businesses along China's coastal areas are seeking alternatives elsewhere in the country.

• Oil Markets are Well-Supplied: Pro 

  

  Dominic Schnider, Head Commodity Research, UBS Wealth Management is bearish on Brent crude as he says oil markets are well-supplied. He says that's why recent geopolitical tensions in the Middle East did not trigger a spike in oil prices.

• Argentina's Sovereign Debt Woes - Not An Isolated Story 

  

  Kingsley Jones, Founder and CIO, Jevons Global says countries with high levels of sovereign debt is an ongoing story. He says Argentina may not be the only country trying to find ways to lessen its debt burden.

• 3% Yield on 10-Year UST is Fair: Pro 

  

  Kingsley Jones, Founder and CIO, Jevons Global says bond markets have had a surprisingly long run of low yields and says 3% is a fair rate for U.S. 10-year treasury bond in the long term.

• Solid US Jobs Growth Trend to Continue: Pro 

  

  Bob Baur, MD & Chief Global Economist, Principal Global Investors says the upward revision of U.S. employment data shows good evidence of solid job growth. He expects the trend to continue.

• 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.