Market Tips: Where the Real Banking Rally Is

Global stocks were down Wednesday, after poor results from U.S. aluminum producer Alcoa dragged Wall Street lower and sparked fears of a disappointing earnings season. Experts tell CNBC they see value in banks in China and Singapore, but stress caution when approaching markets.

The Importance of Being Cautious

One must still be cautious when approaching the markets, says Nicholas Yeo, investment manager at Aberdeen Asset Management. He airs his doubt on the sustainability of this market rally to CNBC.

Dollar-Yen May Test 98 This Week

Although Masafumi Yamamoto, head of FX strategy, Japan at the Royal Bank of Scotland expects the yen to remain weak, he sees the dollar falling to 98 yen ahead of the Easter holidays.

Good Sentiment in China

The trading sentiment is good in China, says Alex Wong, director of asset management at Ample Capital. He tells CNBC why he doesn't see much downside in the short-term period.

Singapore Banks Will Survive

Singapore banks will survive the downturn and turn in profits, says Alfred Chan, associate director, financial institutions at Fitch Ratings.

Soft Commodity Drivers

Wealth increases in China and India drive the soft commodities market, says Craig Swanger, executive director of Macquarie Global Investments.

Alcoa's Cost Reductions Make Stock a 'Buy'

Charles Bradford, metals analyst at Bradford Research has a 'buy' rating on Alcoa despite its second straight quarterly loss. He reviews the results and gives his outlook for aluminum demand.

Australian Miners are Gold

Lihir Gold and and Newcrest Mining are the gold miners Colin Whitehead, analyst at Fat Prophets is bullish on.

The A-H Share Premium

The A-H Share premium is going to shrink in the short term, says Chi Lo, director of investment research at Ping An of China Asset Management.