Due to time differences, businesses have seen a dip in earnings during the World Cup season from previous years, says Allan Zeman, Chairman of Lan Kwai Fong Holdings.» Read More
David Degaris, Director & Senior Economist of NAB Global Markets Research and Matthew Circosta, Economist at Moody's Analytics go head to head over the prospects for Australia's economy outside its mining sector. Circosta sees green shoots in the domestic economy while Degaris is still concerned about Australia's transition away from the mining and resources sector.
Peter Lunzer, CEO & CIO of Lunzer Wine Investments says many markets have realized that there is value in holding a physical commodity such as wine as opposed to cash. He addresses the challenges of investing in wine.
Will Oswald, Global Head of FICC Research at Standard Chartered is expecting some of the extra liquidity from BOJ's recent easing to flow into high yield emerging market debt. He says some of the institutional money will go into the Nikkei.
Tai Hui, Chief Market Strategist Asia at J.P. Morgan Funds, expects more regulatory changes for China over six to 12 months, but adds that all the new money coming in is not helping.
Jim Sinegal, Director of Banking Equity Research at Morningstar, expects to see encouraging signs for U.S. banks' earnings in the first quarter.
The chairman of the largest owner of industrial real estate in Japan says demand has been booming thanks to "Abenomics."
Rune Bjerke, Group Chief Executive Officer at DnB Bank, says the bank is making solid profit and he remains optimistic that the ongoing supreme court case will be sorted out soon with clients well compensated.
Andrew Rickards, CEO at Yoma Strategic Holdings, explains his firm's investment into Myanmar's telco industry while mobile penetration is still at 10%.
Robert Prior-Wandesforde, Director of Asia Economics at Credit Suisse, warns that ASEAN economies are heating up while central banks are focusing on inflation and not doing what they should be - raising rates.
Bill Maldonado, CIO, Asia Pacific at HSBC Global Asset Management, explains why panic drove most of the Asian money into defensives, and why it stayed there.
Given the accommodative central bank policy across the board where should investors be putting their money for assured returns, Ramin Toloui, Global Co-head for Emerging Markets at PIMCO gives his preferred investment strategy.
Brian White, Managing Director & Senior Analyst for IT Hardware, Networking & Tech Supply Chain at Topeka Capital Markets says Apple's stock is going through a bottoming process. He thinks the opening up of new market opportunities will help propel Apple's stock higher.
Kunal Bahl, Co-Founder & CEO of online market portal Snapdeal, explains the company's roadmap to take the online Indian marketplace global.
Tim Condon, Head of Research, Asia at ING Financial Markets says North Asia is facing stiff headwinds. He thinks developed market assets will be the trading theme for 2013 due to aggressive easing by the Fed and the BOJ.
It's a long stretch to set this as a target, but any sustained breakout above 102 has 111 as the next target, says this chartist.
Karim Raslan, Group CEO of KRA Group says the key issues dominating Malaysia's upcoming elections will be socioeconomic. He says the campaigns are about redressing Malaysians at the bottom of the socioeconomic scale.
Frederic Neumann, MD & Co-Head of Asian Economics Research at HSBC, says the Japanese currency could go to as much as 130 versus the dollar if the Bank of Japan continues its liquidity pumping measures.
Sophia Chan, Under Secretary of the Food & Health Bureau in Hong Kong, says there is no case of the latest strain of bird flu virus in the city, but is stepping up prevention and surveillance.
Stuart Oakley, Managing Director, Asian Currency Trading at Nomura says to be long USD/JPY is the best trade in town. He is anticipating a lot of capital to flow out of Japan on the back of BOJ's aggressive easing steps.
Anil Gupta, Professor of Global Strategy and Entrepreneurship at University of Maryland, says the picture for Wal-Mart in India is looking brighter from a policy point of view, but the entrenched bureaucracy is a different story.