Squawk Box Asia

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• Political Dysfunction to Cost US Economy: Pro  Wednesday, 2 Jan 2013 | 5:10 PM ET

  

  Bill Smith, President, SAM Advisors says the recent deal-making in Washington is symptomatic of how broken U.S. policy-making is. He adds that economic growth is likely to remain subdued.

• Beware the Monster When the Rally Ends: Chartist  Wednesday, 2 Jan 2013 | 5:05 PM ET

  

  Daryl Guppy, CEO, Guppytraders.com says Wall Street's monster rally will not last. He says the Dow could test 13,900 and then retreat back towards 13,400.

• Positioning for the New Year  Tuesday, 1 Jan 2013 | 7:50 PM ET

  

  Michael Yoshikami, CEO & Founder of Destination Wealth Management sees a risk-on environment in 2013. He shares his investment strategy for the new year.

• A Higher Bid For Fraser & Neave?  Tuesday, 1 Jan 2013 | 7:40 PM ET

  

  Roger Tan, CEO, SIAS Research says F&N's share is worth between S$8.50 and $11.50 each, and that TCC can afford to increase its bid.

• End of Oversupply in Shipping: Credit Suisse  Tuesday, 1 Jan 2013 | 7:35 PM ET

  

  Timothy Ross, Head of Asia Pacific Transport Research, Credit Suisse says the shipping industry is at the end of 7-8 years of oversupply, but it will be a few more years before the excess can be absorbed.

• Playing US Markets Through ETFs  Tuesday, 1 Jan 2013 | 7:15 PM ET

  

  Michael Yoshikami, CEO & Founder, Destination Wealth Management discusses his portfolio weightings, explaining why he is focused on ETFs and emerging markets.

• No Certainty Over Fiscal Cliff Deal  Tuesday, 1 Jan 2013 | 7:10 PM ET

  

  Rudolph Penner, Institute Fellow, Tax Policy Centre says the deal reached by U.S. Vice President Joe Biden and Senate Minority Leader involves no spending cuts, and says it is uncertain that it will be passed by the House of Representatives.

• Does Pyongyang's Call For Peace Signal Reform?  Tuesday, 1 Jan 2013 | 6:40 PM ET

  

  Michael Raska, Research Fellow, Institute of Defence and Strategic Studies, RSIS, NTU does not believe Kim Jong-un's call to end the confrontation with South Korea will necessarily translate into reform.

• Safety Bid Into US Dollar?  Tuesday, 1 Jan 2013 | 6:30 PM ET

  

  Richard Yetsenga, Head of Global Markets Research, ANZ says a U.S. fiscal cliff agreement is slipping away, but he doesn't think investors will be buying into the U.S. dollar as a safety bid.

• China Off to Solid Start in 2013: ANZ  Tuesday, 1 Jan 2013 | 6:20 PM ET

  

  Richard Yetsenga, Head of Global Markets Research, ANZ says the latest official PMI data shows that China's economy is off to a strong start. He adds that the CNY is emerging as a stand out currency.

• US Congress Inaction to Affect Currencies  Tuesday, 1 Jan 2013 | 6:12 PM ET

  

  Kathy Lien, MD, BK Asset Management expects the U.S. dollar to rise against high-beta currencies as investors punish U.S. lawmakers for their lack of inaction.

• Precious Metals to Outperform in 2013  Tuesday, 1 Jan 2013 | 5:45 PM ET

  

  Andrew Su, CEO, Compass Global Markets says every other commodity market will experience significant falls this year. He expects gold prices to reach record highs in the next few quarters.

• What Do US Markets Want in 2013?  Tuesday, 1 Jan 2013 | 5:35 PM ET

  

  David Dietze, President & Chief Investment Strategist, Point View Wealth Management thinks U.S. markets would like to have more stimulus and certainty over fiscal cliff legislation.

• On the Edge of the 'Fiscal Cliff'  Tuesday, 1 Jan 2013 | 5:30 PM ET

  

  Martin Lakos, Division Director, Macquarie Private Wealth explores the prospects of the U.S. economy as it stands on the brink of falling off the 'fiscal cliff'.

• Don't Discount Cyclical Stocks: Yoshikami  Tuesday, 1 Jan 2013 | 5:20 PM ET

  

  Michael Yoshikami, CEO & Founder at Destination Wealth Management says investors should expect slower U.S. growth. But he adds that they should not be discounting cyclical stocks like Apple.

• Markets to Prevail Despite 'Fiscal Cliff': Pro  Tuesday, 1 Jan 2013 | 5:10 PM ET

  

  Michael Yoshikami, CEO & Founder, Destination Wealth Management expresses optimism over market resilience as he sees room for tax hikes & spending cuts.

• Asia’s Stock Rally Could Hit a ‘Cliff’ in Early 2013 Sunday, 30 Dec 2012 | 10:10 PM ET

  

  Asian stocks have made hefty gains this year despite global economic uncertainty, but in the weeks ahead, analysts warn against a possible pull-back in equities if the U.S. is unable to avert the "fiscal cliff" – a series of tax hikes and spending cuts that could tip the world's largest economy into recession.

• 2013 Travel Trends   Sunday, 30 Dec 2012 | 7:50 PM ET

  

  Aaron Hung, Director of Partnerships, APAC, TripAdvisor shares his recipe for success and sheds light on what keeps the website going one step ahead of its competition.

• Bullish Outlook for Corporate Bonds  Sunday, 30 Dec 2012 | 7:45 PM ET

  

  Steve Goldman, Managing Director, Kapstream Capital remains optimistic on corporate bonds. Speaking of Europe, he says that ECB action has helped reduce tail risks, leaving a benign environment for EU bonds.

• 2013 Outlook for Fixed Income   Sunday, 30 Dec 2012 | 7:30 PM ET

  

  Steve Goldman, Managing Director, Kapstream Capital says that volatility will rule the roost in 2013 for bond markets, with no dramatic move expected in U.S. Treasurys.