Squawk Box Asia

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• More Chance of Failing to Avoid 'Fiscal Cliff': Pro  Tuesday, 11 Dec 2012 | 7:10 PM ET

  

  Ajay Kapur, Asian Head of Equity Strategy, Deutsche Bank sees the probability of failure in averting the "fiscal cliff" increased to 40% from 30%. He says Democrats have more political capital when it comes to "fiscal cliff" negotiations.

• Japan Needs to Deregulate Protected Sectors: Pro  Tuesday, 11 Dec 2012 | 6:50 PM ET

  

  Richard Jerram, Chief Economist, Bank of Singapore says there is no real discussion in Japan about how to fix the problems of the last 20 years. He says Japan needs to deregulate its protected sectors, and the DPJ might be taking that more seriously than the LDP.

• Keeping Japan's Manufacturing Industry Alive  Tuesday, 11 Dec 2012 | 6:40 PM ET

  

  Japan has fallen into a technical recession just as the country is heading to the polls. With the economy weighing heavily on voters' minds, CNBC's Kaori Enjoji takes a closer look at the country's prized manufacturing industry.

• Fiscal Cliff: Not a Big Deal  Tuesday, 11 Dec 2012 | 6:30 PM ET

  

  Richard Yetsenga, Head of Global Markets Research, ANZ says the fiscal cliff might not be as big a deal as people think, and that it is keeping people away from trading currencies. He expects the U.S. dollar to weaken into the year end.

• Challenges Facing Asia in 2013   Tuesday, 11 Dec 2012 | 6:15 PM ET

  

  Rajiv Biswas, Senior Director and Asia Pacific Chief Economist, IHS Global Insight says that prospects for emerging Asia remain bright but investors need to get used to slower growth from China.

• Easier to Pass Tax Cut Bill Then Fix 'Cliff': Pro  Tuesday, 11 Dec 2012 | 6:10 PM ET

  

  Richard Jerram, Chief Economist, Bank of Singapore says that U.S. lawmakers are more concerned about their political future than the risks of running over the cliff.

• The Shale Gas Boom   Tuesday, 11 Dec 2012 | 5:40 PM ET

  

  Warren Gilman, Chairman and CEO, CEF Holdings says that the shale gas boom could hit energy prices in the long run.

• Fed's Ability to Offset Fiscal Cliff Is Limited   Tuesday, 11 Dec 2012 | 5:30 PM ET

  

  Steven Wieting, US Economist, Citigroup says that the Fed's ability to offset the fiscal cliff is quite limited.

• Reroute From Bonds to Equity?  Tuesday, 11 Dec 2012 | 5:20 PM ET

  

  Bill Stone, Chief Investment Strategist, PNC Asset Management Group says it is possible that there will be a re-routing of investments from bonds to equities soon.

• No Longer Overweight on Stocks: Pro   Tuesday, 11 Dec 2012 | 5:10 PM ET

  

  Bill Stone, Chief Investment Strategist, PNC Asset Management Group says that his firm has brought down their view on equities from overweight to baseline.

• 2013: A Year of Transition to Stronger Growth?  Monday, 10 Dec 2012 | 7:45 PM ET

  

  Steve Brice, Chief Investment Strategist, Standard Chartered explains why 2013 will be a year of transition towards stronger growth in 2014.

• Asian Investors More Risk-Prone in Real Estate  Monday, 10 Dec 2012 | 7:35 PM ET

  

  Paul Guest, Regional Head of Research & Strategy, LaSalle Investment Management says Asian investors take more risk in real estate investments, identifying shopping malls and hotels as yielding the best returns.

• TCC to Attain Better Synergies From F&N: Pro  Monday, 10 Dec 2012 | 7:20 PM ET

  

  Vikram Chakravarty, Partner and Head of Strategy and Corporate Finance Asia, A.T. Kearney explains why TCC Assets can achieve better synergies from a takeover than OUE.

• Equities the Best Asset Class in 2013?  Monday, 10 Dec 2012 | 7:10 PM ET

  

  Steve Brice, Chief Investment Strategist, Standard Chartered says equities will be the best performing asset class in 2013. He is especially positive on U.S. and Asian equities.

• Equities Favorable, Beware Bonds: Pro  Monday, 10 Dec 2012 | 6:50 PM ET

  

  Gary Dugan, CIO, Asia & Middle East, Coutts likes equities, and says investors should let go of the security offered by bonds. He warns of about 10-15% in capital losses on junk bonds.

• Asia is Undergoing a Recovery, Just Not Japan  Monday, 10 Dec 2012 | 6:40 PM ET

  

  Klaus Baader, Chief Economist, Asia Pacific, Société Générale says that Asia is undergoing a cyclical recovery but the region is still embedded in a structural slowdown.

• Short AUD/CAD: Strategist  Monday, 10 Dec 2012 | 6:30 PM ET

  

  Sean Callow, Senior Currency Strategist, Westpac Bank says with the RBA cutting rates and the Bank of Canada keeping rates on hold, now is the best time to short this currency cross.

• Asia Banks to Exercise Moderation in 2013: IDC  Monday, 10 Dec 2012 | 6:15 PM ET

  

  Michael Araneta, Consulting & Research Director, IDC Financial Insights Asia Pacific says Asian banks will spend 2013 focused on their home markets as they fill the vacuum left by European banks.

• 2013: Return of Growth?  Monday, 10 Dec 2012 | 6:10 PM ET

  

  Gary Dugan, CIO, Asia & Middle East, Coutts says there's room for optimism going into 2013. He says there's evidence of growth returning to economies like the U.S. and even the Euro zone.

• No Help From China For Base Metal Prices: Pro  Monday, 10 Dec 2012 | 5:45 PM ET

  

  John Kilduff, Founding Partner, Again Capital says that China's base metal prices will remain under pressure going into 2013 given the recent dismal trade data.