The merger between Chi Mei Optoelectronics and Innolux will bring some economies of scale for the combined entity, says Seow Hock Hin, senior VP of institutional sales at MF Global. He analyzes the deal, with CNBC's Emily Chan.
"Whilst this liquidity is in the market, the market continues to rise, assets will continue to reflate. But it is important to get a reality check because this market will carry on until such time as we start paying the bill for that asset reflation," Andy Hartwill from Quasar said Thursday.
The yen traded close to a 14-year high against the dollar Thursday. Daragh Maher from Calyon told CNBC it would be a "ministry of finance decision" to take steps to monitor the yen's strength. He sees the dollar-yen testing further lows.