John Cheong, Investment Analyst at Maybank Kim Eng, Singapore talks about:
- interesting trends in investment flows by industry in Asia ex-Japan
- Maybank Kim Eng's Head of Research in Vietnam, Michael Kokalari says that he expects Vietnam to capture foreign fund flows from the relatively expensive TIPM markets - any evidence of that?
- Bursa Malaysia has been making moves to boost participation in securities borrowing and lending in the local mkt, which facilitates short-selling. Difficulty shorting individual stocks has frequently been cited by foreign investors as one reason why they avoid KLCI.
- Would improvement in the ability of institutional investors to short actually lead to improved liquidity and foreign participation in the M’sian market? Or impact likely to be minimal?
- Foreign fund flows are a closely monitored metric by market participants… but what evidence is there that they really provide useful signals for investors
- In your latest 'Ebbs & Flows' report, you mention that global equity flows surged to a new high on Ben Bernanke's assurance that the Fed's “highly accommodative” policy will continue. But with most Economists excpecting the Fed to start tapering in September, are investors getting too enthusiastic?
Sanjay Mathur, Chief Economist for Southeast Asia and India, ANZ Bank
7:45 AM
Morning Brief
Ong Kian Ming, Former Deputy Minister, International Trade and Industry
8:00 AM
The Breakfast Grille
Dr. Tara Beteille, World Bank Lead Economist & Program Leader (Human Development)
8:30 AM
Morning Brief
Ng Zhu Hann, CEO & Founder, Tradeview Capital
8:45 AM
Morning Brief
9:00 AM
Opening Bell
9:15 AM
Opening Bell
9:35 AM
What's the Focus
10:05 AM
Open For Business
Lakshita Wijerathne, CEO of Eutech Cybernetic
11:00 AM
Mattsplained
Matt Armitage, Founder, Kulturpop
12:00 PM
Enterprise Explores
Arun Menon, Managing Director, Ipsos Malaysia
1:00 PM
The Breakfast Grille Repeat
Dr. Tara Beteille, World Bank Lead Economist & Program Leader (Human Development)
2:05 PM
Front Row
Forged by Time: Ono Kang's Visual Diary, Dato’ Sri Bernard Chandran, Founder, ArtisFair | Ono Kang, Visual Artist
3:05 PM
Good Things
Prof Mazlan on Reaching for the Stars, Prof Emeritus Tan Sri Dr Mazlan Othman, Astrophysicist and Senior Fellow, Academy of Sciences Malaysia
4:05 PM
Health & Living
Doctor in the House: Doctor in the House: Can Malaysia Be A Regional Hub for Clinical Trials?, Dr George Lee, Consultant Urologist | Dr Mohamed Elwakil, Country President, Novartis Malaysia | Dr Akhmal Yusof, Chief Executive Officer, Clinical Research Malaysia
5:00 PM
Top 5 at 5
6:00 PM
Inside Story
7:30 PM
Just For Kicks
9:00 PM
A Bit of Culture
Dating App Etiquette; Kam Raslan | Dhanya Nair | Sudais Ferhard