Squawk Box Asia
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Stocks and bonds have been hit hard in the past month by fears about when U.S. monetary stimulus will end and remain at risk of further heavy pummeling even if the Fed sheds light this week on its policies, analysts say.
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Brian White, Managing Director & Senior Analyst for IT Hardware, Networking & Tech Supply Chain, Topeka Capital Markets says Michael Dell wants to focus on the enterprise market and make a bigger push into cloud computing without the scrutiny of its PC business.
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David Whiston, Senior Auto Equity Analyst, Morningstar is positive on Toyota's outlook. He says the weakening yen is a key part of their forward guidance and their key U.S. market is going through a growth phase.
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Peter Schiff, CEO, Euro Pacific Capital says the U.S. government is being vindictive by going after S&P over its ratings on mortgage bonds. He sounds caution on the triple-A ratings on U.S. treasuries.
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Peter Schiff, CEO, Euro Pacific Capital says the Dow hitting 14,000 is not a big deal as the U.S. dollar has lost a lot of its value. He says don't sit on cash, especially not the USD and JPY.
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A sharp sell-off in equity markets and other risk assets on renewed jitters over Europe has investors scurrying for safe-haven assets once more. But don't bet on this being the start of a big "risk off" trade, analysts say.
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Peter Harbison, Executive Chairman, CAPA says the groundings of the Boeing 787s will inevitably impact Japanese airlines on new routes. He explains how Boeing's 787 will ultimately benefit Japanese carriers such as JAL and ANA.
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Chi Lo, Senior Strategist, Greater China, BNP Paribas Investment Partners explains why he thinks China's A-shares market will stage a sustained recovery in 2013. He expects local sentiment to improve as economic data points to a recovery.
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Andre De Silva, Head of Asia-Pacific Rates, HSBC Global Research says the selloff in peripheral euro zone markets is a correction and not the start of a trend.
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Aaron Kessler, Senior VP, Equity Research & Internet Analyst, Raymond James & Associates says Baidu's dominance in China's search market is unlikely to crumble, even as its competitors gain popularity.
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Sean Callow, Senior Currency Strategist, Westpac Bank says political developments in Spain and Italy are adding to the uncertainty over the euro. He adds that the fall in euro/ Swiss franc is a sign of market jitters.
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Nick Maroutsos, Founder & Managing Director, Kapstream Capital says it is important to use rating agencies with a pinch of salt. Ratings agencies are a backward indicator rather than a forward-looking one, he adds.
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Nick Maroutsos, Founder & Managing Director, Kapstream Capital says he is looking to go long in risk assets. He expects long-term yields to rise and advises maintaining short-duration bond portfolios.
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Scott Redler, Chief Strategic Officer, T3live.com advises investors to take a neutral position in the stock markets and he explains why.
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Mike Harrowell, Senior Resources Analyst, BBY sees gold hitting $1,700/oz momentarily in the short term. He says gold prices tend to go up if there is fear about growth and will trend down conversely.
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Motley Fool Analyst Isaac Pino says Yum Brands' Q4 earnings are not impressive. He warns of near term pressure due to a chicken scare in China, but is positive on the company's long-term outlook.
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Scott Redler, Chief Strategic Officer, T3live.com lists the possible catalysts that could lead to markets breaching their 21- and 8-day moving averages.
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Scott Redler, Chief Strategic Officer, T3live.com says a rise in Italian and Spanish bond yields are worth watching but are unlikely to derail the macroeconomic recovery. He says investors should make trades based on moving averages.
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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.
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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.
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Khiem Do, Head of Asian Multi-Asset, Baring Asset Management, Hong Kong explains why marginal money will chase the North Asian markets. He adds that Taiwan and South Korea will be the exception to this trend this year.
About Squawk Box Asia
Contact Squawk Box Asia
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Email: squawk@cnbcasia.com
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Showtimes
Asia Pacific
Monday - Friday, 06:00 - 09:00 SIN/HKAustralia
Monday - Friday, 08:00 - 11:00 AEST
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Part of the CNBC Asia team since 1993, Soong is one of the founding anchors and co-anchor of CNBC Asia's "Squawk Box."
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Based at CNBC's Hong Kong studios, Bernie Lo covers core business day programming, co-anchoring Squawk Box Asia and anchoring The Call.
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Oake is a financial news anchor and producer as well as an independent journalist who anchors exclusively for CNBC Asia Pacific.
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