Cash Flow from Australia

Greg Fraser, Senior Industrials Analyst, Fat Prophets expects the Australia equity markets to head higher this year and likes Telstra, Energy Action & Gold Road right now.

Marc Einstein, Industry Manager, Frost & Sullivan thinks that the 4G rollout in Asia will benefit Samsung in the long term even though he is still bullish on Apple.

Luke Chandler, Director - Soft Commodity Markets Research, Rabobank belives that demand from emerging markets is likely to stay strong & will support prices this year.

Manpreet Gill, Senior Investment Strategist, Standard Chartered likes China & broader EM equities because of the possibility of additional quantitative easing in the US & potentially Europe.

Chi Lo, CEO of HFT Investment Management explains why he thinks there will not be a hard landing in China this year, but says that the property sector will be a key risk factor.

James Thom, Investment Manager at Aberdeen Asset Management says that South East Asia is looking good compared to the region. He also talks about why he is positive on Indonesian equities for this year.

Neale Anderson, Telecom & Media Analyst for Asia-Pacific at HSBC talks about how investors can play the tech space, and says that 4G launches are gathering momentum in Asia.

Shailaja Nair, Senior Managing Editor at Platts says that going forward, geopolitical events will affect the price of oil more than fundamental supply and demand. She also says that the closure of the Strait of Hormuz would significantly hit North Asian consumers.