Squawk Box Asia

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• Obama Is Serious About Asia  Monday, 19 Nov 2012 | 7:40 PM ET

  

  Hugh White, Professor of Strategic Studies, Australia National University says Obama's swing through Southeast Asia re-affirms his commitment to the region while bringing to light the rivalry between the U.S. & China.

• Nintendo's Wii U, Too Late to the Game: Pro  Monday, 19 Nov 2012 | 7:30 PM ET

  

  Ajay Sunder, Senior Director, Telecoms, Asia Pacific, Frost & Sullivan thinks Nintendo may a bit too late to the game with their new Wii U console, especially with the rise of mobile gaming.

• France: The Next Domino to Fall?  Monday, 19 Nov 2012 | 7:10 PM ET

  

  Clem Chambers, CEO, ADVFN says Moody's downgrade of France's credit rating is expected. He adds that it's likely that after Spain and Italy, the markets will start to attack France.

• High Spending Costs Are Well-Justified: Sunshine Oilsands  Monday, 19 Nov 2012 | 6:40 PM ET

  

  Songning Shen, Founder & Co-Chairman, Sunshine Oilsands explains how high spending costs will yield future profits since the money will be used to ramp up production efforts.

• Euro Should Push Higher on Greek Aid: Strategist  Monday, 19 Nov 2012 | 6:30 PM ET

  

  Sean Callow, Senior Currency Strategist, Westpac Bank says a further tranche of Greek aid could help push the Euro higher. He adds that investors should sell into the currency at 1.29.

• Fundamentals of Oil Still Bearish: Platts  Monday, 19 Nov 2012 | 6:15 PM ET

  

  John Kingston, Director of News at Platts says that the conflict between Israel and Hamas won't result in an oil shock and that the fundamentals for oil remain bearish.

• Europe's Troubles Moving Into Core Countries: Economist  Monday, 19 Nov 2012 | 6:10 PM ET

  

  Paul Bloxham, Chief Economist for Australia and New Zealand, HSBC says France's rating downgrade is a sign that a peripheral euro zone country story is moving to the core countries, and that Europe's debt woes will be around for quite some time.

• Oil Prices Won't Skyrocket Unless Tensions Escalate: Analyst  Monday, 19 Nov 2012 | 5:40 PM ET

  

  David Lennox, Resources Analyst, Fat Prophets thinks it would take considerable escalation of tensions in the Gaza Strip before oil prices skyrocket, as the area is away from oil supply and routes.

• Germany Won't Follow With a Downgrade  Monday, 19 Nov 2012 | 5:30 PM ET

  

  Jacob Kirkegaard, Research Fellow, Peterson Institute for International Economics (PIIE) says it is highly unlikely that Germany will be downgraded following a ratings cut on France. He says this downgrade doesn't change the fundamental outlook of the euro area.

• Start of a Cycle of Downgrades?  Monday, 19 Nov 2012 | 5:20 PM ET

  

  Ben Lichtenstein, President, Tradersaudio.com thinks the recent French ratings downgrade could lead to a repetitious cycle of further downgrades, including one for the U.S.

• France Ratings Downgrade A Wake-up Call: Pro  Monday, 19 Nov 2012 | 5:10 PM ET

  

  Scott Redler, Chief Strategic Officer, T3live.com says France's ratings downgrade was a wake-up call and that it might take the steam out of the recent U.S. market rally.

• Consider US & Europe Consumer Plays: UBS  Sunday, 18 Nov 2012 | 7:50 PM ET

  

  Kelvin Tay, Regional CIO, Southern APAC, at UBS Wealth Management explains how investors can profit from Asia's changing demographics. He says investors should not rule out consumer plays in the U.S. and Europe.

• Riding Asia's Silver 'Tsunami'  Sunday, 18 Nov 2012 | 7:40 PM ET

  

  Asia is home to the world's largest youth population, but the region is also bracing itself for a silver tsunami in the coming years. CNBC's Sri Jegarajah finds out how firms are preparing for a maturing elder-care market.

• Obama's Asia Pivot Strategy Is Real: Strategist  Sunday, 18 Nov 2012 | 7:35 PM ET

  

  Sean King, Senior Vice President at Park Strategies, says U.S. President Obama's trip to Southeast Asia demonstrates America's commitment to the region.

• Japan's Leadership Challenge  Sunday, 18 Nov 2012 | 7:20 PM ET

  

  Tomohiko Taniguchi, Special Guest Professor from the Graduate School of SDM, Keio University discusses the future of the Bank of Japan and the development of the energy policy under a Shinzo Abe-led government.

• Markets to Remain on Tenterhooks: Pro  Sunday, 18 Nov 2012 | 7:10 PM ET

  

  Kelvin Tay, Regional CIO, Southern APAC, at UBS Wealth Management thinks that investor caution will prevail until there is a definite solution to the "fiscal cliff." He advises investors to look at high-yielding stocks.

• Yen's Moves to Depend on BOJ's Future  Sunday, 18 Nov 2012 | 6:30 PM ET

  

  Brian Jackson, Global FX Strategist, Coutts expects the yen to weaken over the next 6-9 months. He adds that the scenario will depend on a LDP victory and its subsequent influence on the BOJ.

• Investors Should Watch Asia's Cyclical Sector  Sunday, 18 Nov 2012 | 6:20 PM ET

  

  Fan Cheuk Wan, Head of Research, Asia Pacific, Credit Suisse Private Banking says the region's domestic-driven cyclical sector is attractively priced and will benefit from growth in Asia.

• Fund Flows into Emerging Markets  Sunday, 18 Nov 2012 | 6:10 PM ET

  

  Fan Cheuk Wan, Head of Research, Asia Pacific, at Credit Suisse Private Banking says a solution to the U.S. fiscal cliff will likely curb the outflow of North American equity funds, but she sees a sustained momentum and flow of funds into emerging markets and Asian equities.

• Outlook of North America's Energy Market  Sunday, 18 Nov 2012 | 5:40 PM ET

  

  Gaurav Sodhi, Resources Analyst, Intelligent Investor explains why North America is going to be more important than the Middle East when it comes to the future of the global energy market.