Cash Flow from Australia

Siva Govindasamy, Asia Managing Editor, Flightglobal says unfair competition is a key challenge for domestic carriers given Air India's articifically low fares. He likes Jet & IndiGo as they are well-positioned for future profits.

Chandran Nair, Founder and CEO, Global Institute For Tomorrow (GIFT), says Asian consumers cannot save the world and that the region must re-define the concept of capitalism in an Asian context.

Rob Subbaraman, Chief Asia Economist, Nomura discusses the implications of a sharp slowdown in the West on Asian economies. He adds that China, Indonesia and the Philippines would be the most resilient.

Mark Matthews, Head of Research Asia, Bank Julius Baer warns there's a lot of policy risk in the month ahead, and that June could be a bad month for equity investors.

Geoff Lewis, Global Market Strategist, J.P. Morgan Asset Management is underweight on Australian stocks, and overweight on US equity markets because he believes the American economy will strengthen in the second half.

Erwan Rambourg, Head of Consumer and Retail, HSBC explains why he sees upside in stocks of Prada and Coach.

Schlomo Tidhar, CEO, Singapore Diamond Exchange says investments in diamonds are less volatile than equities or precious metals like gold and platinum.

Nicholas Smith, Director and Strategist, CLSA says JGB demand is a result of unwillingness by traders to buy European bonds due to the deteriorating outlook there.