Cash Flow from Australia

Sean Fenton, Portfolio Manager at Tribeca Investment Partners shares his top stock picks for the Australian market, including Bradken, Sims Group and Incitec Pivot.

Gita Wirjawan, Trade Minister of Indonesia is comfortable with the country's current inflation rates and believes the economy can grow further this year.

Adrian Mowat, Chief Asian and Emerging Markets Equity Strategist, JP Morgan Securities says higher-than-expected CPI data could impact the recent rally in Chinese stocks.

Brian Jackson, Senior Emerging Markets Strategist at RBC Capital Markets, discusses Canada's increasing commodity exports to China. He adds Canada is playing catch up with Brazil and Australia who have seen exports to China triple over the last 5 years.

Kingsley Jones, Founder and CIO at Jevons Global, says despite the diamond market experiencing GFC woes, luxury brands are seeing major acquisition activity and good results on the back of growth in China and Brazil. He adds premium brand Harry Winston will see more margin from the luxury segment over time.

Nicki Hutley, director of economics at KPMG, says the rate pause by the RBA is a good signal to not be overly bearish at this point.

David Baker, managing partner at Baker Steel Capital Managers, says he is expecting a pullback in gold prices and sees support around the $1,660 level.

Mark Matthews, head of Asia research at Bank Julius Baer, like Taiwanese equities and says selected tech stocks will do well on the back of a recovery in the PC sector.