Squawk Box Asia

More

• 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.

• Boeing Problems to Be Resolved in Q1: Pro 

  

  Peter Arment, MD for Industrials Equity Research, Sterne Agee says Boeing faces headline risks due to its 787 troubles but says the problems will be resolved in Q1.

• Boeing's Battery Problems Are a Big Issue: Pro 

  

  Scott Nations, Chief Investment Officer & President, NationsShares says the 787 lithium-ion battery problem is a much bigger issue for Boeing than people think. He says Boeing may have to re-engineer its Dreamliner.

• Markets Dodged a Bullet, for Now 

  

  Scott Nations, Chief Investment Officer & President, NationsShares says investors have dodged a bullet despite U.S. Q4 GDP showing a shock contraction and that Friday's jobs numbers could confirm a slowdown. He says the VIX gathering strength is a cause for concern.

• Asia's Property Sector: On the Mend? 

  

  David Green-Morgan, Global Capital Markets Research Director, Jones Lang Lasalle says the region's property sector got a drubbing last year, but is likely to rebound in 2013.

• Boeing's Dreamliner: ANA's Profit Nightmare? 

  

  Nicholas Cunningham, Transport Analyst, Macquarie expects a 1% impact on ANA's operating earnings if the Dreamliner remains grounded each month. He discusses the relationship between ANA, JAL, and Boeing.

• Improving India's Credit Rating 

  

  Tony Stringer, MD & COO, Global Sovereigns and Supranationals, Fitch Ratings says concerns over India's structural issues and pace of reforms must be addressed before Fitch can raise its outlook on India.

• Is a Credit Crisis Coming to China? 

  

  Paul Krake, Founder, View from the Peak: Macro Strategies warns of a credit crisis in China. He says the composition of growth is skewed and reforms aren't taking place quickly enough.