Squawk Box Asia

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• Big Moves on Yen Crosses: Strategist  Thursday, 20 Dec 2012 | 6:30 PM ET

  

  Michael Woolfolk, MD & Senior Currency Strategist, BNY Mellon says there is profit-taking on the short yen position following the BOJ's policy decision, foreseeing big moves in all of the yen crosses.

• Asian and European Equities Look Attractive   Thursday, 20 Dec 2012 | 6:15 PM ET

  

  Hans Goetti, Chief Investment Officer Asia, Finaport says that most European equities are cheap and Asian stocks are also poised to do will as inflows increase.

• Deal or No Deal, US Will See a Fiscal Drag   Thursday, 20 Dec 2012 | 6:10 PM ET

  

  Hans Goetti, Chief Investment Officer Asia, Finaport says that regardless of the outcome on Capitol Hill, there will be a fiscal drag on the economy.

• Inflation to Help Gold Hit $1,900/oz: Pro  Thursday, 20 Dec 2012 | 5:40 PM ET

  

  Tom Price, Global Commodity Analyst, UBS says that gold will hit $1,900 an ounce as he says the current inflationary environment will support the precious metal.

• When It Comes to Japan, Think Long-Term: Expert  Thursday, 20 Dec 2012 | 5:30 PM ET

  

  Thomas Byrne, Senior Vice President, Asia Pacific & Middle East, Moody's Sovereign Risk Group says he's not too worried about Japan in the short term as along as the country can boost growth in the long run.

• The Gold Bug, Will it Last?  Thursday, 20 Dec 2012 | 5:20 PM ET

  

  John Hummel, President & Principal, AIS Group believes there's a lot of skepticism on the market but as a long term investor, he remains bullish due to gold's relative strength as a financial asset.

• Investors, Don't Forget About Commodities: Pro  Thursday, 20 Dec 2012 | 5:10 PM ET

  

  John Hummel, President & Principal, AIS Group believes investors should include commodities in their portfolio due to growing infrastructure demand in the developing world.

• Reverting to 'Old Japan'?   Wednesday, 19 Dec 2012 | 8:15 PM ET

  

  Mark Konyn, CEO, Cathay Conning Asset Management (CCAM) says that there's a risk of going back to the "old Japan", where the government stimulated growth through easier monetary policies.

• ACCC: Slight Benefits From Qantas-Emirates Deal  Wednesday, 19 Dec 2012 | 7:40 PM ET

  

  Rod Sims, Chairman of the Australian Competition and Consumer Commission says the regulatory body granted conditional approval to the Qantas-Emirates deal because the benefits arising from the alliance are modest.

• BOJ Will Commit To Low Rates, For Now  Wednesday, 19 Dec 2012 | 7:30 PM ET

  

  Takuji Okubo, Principal and Chief Economist, Japan Macro Advisors expects the Bank of Japan to commit to not raising interest rates until the country realizes a 1% inflation rate.

• Polarization in the South Korean Electorate  Wednesday, 19 Dec 2012 | 7:25 PM ET

  

  Rodger Baker, VP of Strategic Intelligence, Stratfor says Park Geun-hye has to deal with the polarization of the South Korean electorate, given she had a 70% differential in votes between regions.

• Outlining the Shift From Monetary To Fiscal Policy  Wednesday, 19 Dec 2012 | 7:10 PM ET

  

  David Carbon, MD, Economics & Currencies, DBS says monetary policy has reached its limits and it now comes down to fiscal policy to boost the U.S. and European economies.

• Should You Jump Into US Property Stocks?  Wednesday, 19 Dec 2012 | 6:50 PM ET

  

  Stephen Davies, CEO, Javelin Wealth Management discusses his top sector picks for 2013. He says the fundamentals of the U.S. property market are improving and foresees double digit returns on the sector.

• Can Hong Kong Top the IPO Leagues Again?  Wednesday, 19 Dec 2012 | 6:40 PM ET

  

  Edmond Chan, Group Partner, PriceWaterhouseCoopers Hong Kong Capital Markets Services says the situation for Hong Kong's IPO market next year will be similar to 2012 as investors remain cautious about the economic outlook.

• Yen to Pull Back to 81 in 6 Months: Pro  Wednesday, 19 Dec 2012 | 6:30 PM ET

  

  David Greene, Senior Corp FX Dealer, Western Union Business Solutions says he expects the USD/JPY to pare back to 81 over the next 6 months as expectations over the BOJ's easing measures settle down.

• New PM, New Japan?   Wednesday, 19 Dec 2012 | 6:20 PM ET

  

  Stephen Davies, CEO, Javelin Wealth Management outlines why despite a change in government, not much else will change in the world's third-largest economy.

• Equities or Bonds in 2013?   Wednesday, 19 Dec 2012 | 6:10 PM ET

  

  Stephen Davies, CEO, Javelin Wealth Mgmt recommends having a well diversified portfolio as fixed income is overcrowded and interest rates remain low through next year.

• 12%-15% Return For Gold in 2013: Expert  Wednesday, 19 Dec 2012 | 5:40 PM ET

  

  David Mcalvany, CEO, McAlvany Financial Group explains why gold will still bring in returns next year as demand from both investors and central banks will continue to hold up

• US - China Trade Conflict, The New Normal   Wednesday, 19 Dec 2012 | 5:30 PM ET

  

  Evan Feigenbaum, Senior Associate, the Carnegie Endowment for International Peace says trade conflicts between the U.S. and China is now the new normal as the two nations face domestic structural adjustments.

• Time for Income Investing   Wednesday, 19 Dec 2012 | 5:20 PM ET

  

  Mebane Faber, CIO of Cambria Investment Management recommends looking at dividend stocks as U.S. taxes are likely to go up.