DATE PROGRAMMES PODCAST
15-Aug-16 Market Watch
(07:07 AM)
Going Macro-Independent
Roshan Padamadan, Fund Manager at Luminance Global Fund, shares why he’s looking at macro-independent companies and why China’s commercial real estate remains a concern.
29-Jul-16 Market Watch
(07:07 AM)
Holes in China’s Wall
Roshan Padamadan of Luminance Global Fund, has just come back from Guangzhou in China with wry observations about the true state of the Chinese economy and its property sector. Spoiler alert: it ain’t pretty.
13-Jul-16 Market Watch
(07:07 AM)
Net Short for the First Time in Years
Roshan Padamadan, fund manager of Luminance Global Fund shares the reasons he’s bearish on the global markets and why, for the first time, his fund is net short the market.
15-Jun-16 Market Watch
(07:07 AM)
Take India with a Pinch of Salt
While Brexit and China would be challenging issues for the FOMC over the next two days, India is scaling new growth heights. But Roshan Padamadan is doubtful about India’s numbers.
10-May-16 Market Watch
(07:07 AM)
Vietnam Focuses On State Companies
Vietnam stands to gain from entering global free trade agreements like the TPP. However large firms are still state-owned and much of the economy is in private hands which proves to be an obstacle for public investors to participate in Vietnam’s growth story. Listen to Roshan Padamadan, Fund Manager at Luminance Global Fund as he enlightens us on this, and more.
4-May-16 Market Watch
(07:00 AM)
Negative Interest Rates Not Boosting Lending
World markets remain speculative due to the negative interest rate policies. Roshan Padamadan of Luminance is taking a long position but only selectively in certain markets.
12-Apr-16 Market Watch
(09:20 AM)
Asean Infra A Beneficiary of Cheap Steel
Rock bottom steel prices should be good news for Asean nations’ heavy infrastructural spend. At the margins are anti-dumping sentiments.
29-Mar-16 Market Watch
(09:20 AM)
Indonesia Powers Through Infrastructure
Listen to Roshan Padamadan, Fund Manager of Luminance Global Fund explain how Indonesia plans to raise funds to finance the various infrastructure projects there.
22-Feb-16 Market Watch
(09:20 AM)
Consumer Play In US Market
Roshan Padamadan, Fund Manager at Luminance Global Fund, discusses the rise of the consumer stocks in the US. He also explains the change of guard at China’s Securities Commission, and provides an overview on commodities as well as ASEAN market developments.
4-Feb-16 Market Watch
(09:20 AM)
Liquidity Management In India
Roshan Padamadan of Luminance Global Fund explains the recent move by the Reserve Bank of India to manage liquidity in the market.
8-Jan-16 Market Watch
(09:20 AM)
Regional Market Reaction to Paris shooting
We ask Roshan Padamadan, Fund Manager at Luminance Global Fund on how local markets are reacting to an incident on the first year anniversary of the Charlie Hebdo massacre in France. We also look at commodity prices and their outlook amidst this geopolitical uncertainty.
8-Dec-15 Market Watch
(09:20 AM)
The Search for IPO ’Brave Hearts’
Roshan Padamadan, Fund Manager at Luminance Global Fund in Singapore expects a tough 2016 for emerging markets, but he is on the lookout for the elusive “brave hearts” – companies which are planning to go for IPO in the middle of such market turmoil.
17-Nov-15 Market Watch
(09:20 AM)
ASEAN Market Reaction to Paris Attack
We ask Roshan Padamadan, Fund Manager at Luminance Global Fund on how local markets are reacting to the terrorist attack in France. We also look at commodity prices and their outlook amidst this security uncertainty.
15-Oct-15 Market Watch
(09:20 AM)
Malaysia & Vietnam Biggest Winners of TPP
Roshan Padamadan, fund manager at Luminance Global Fund in Singapore discusses the countries and sectors that stand to benefit from the Trans Pacific Partnership Agreement. Listen to the podcast to find out how investors should position themselves to profit from this deal.
22-Sep-15 Market Watch
(09:20 AM)
The Great China Risk
The Fed’s anxiousness on weak global growth, read China, was enough to delay an interest rate rise. Things will continue to be rocky for emerging markets.
4-Sep-15 Market Watch
(09:20 AM)
Seeking Opportunities in a Distressed CPO Sector
Roshan Padamadan, fund manager at Luminance Global Fund, talks about the impact of on ASEAN-wide currency devaluations on the palm oil sector and whether investing situations have arisen as a result of the pending Fed rate rise.
12-Aug-15 Market Watch
(09:15 AM)
Yuan Purposely Brought Down By China’s Central Bank
– How will China’s Yuan devaluation affect our Ringgit?
– How will it affect regional currencies?
– What does this mean to China’s exports and imports?
– Will we see a greater China from this?
20-Jul-15 Market Watch
(09:15 AM)
Emerging Markets Economics
Philippines, Indonesia, India, and China. What do they have in common?
22-Jul-15 Market Watch
(09:07 AM)
Tracking the MERS Impact on Markets
Thailand would be one of the most exposed markets to MERS fears given the high level of tourism there. Roshan also recommends investing in cash over equities in the short term.
19-May-15 Market Watch
(09:20 AM)
Post-GST Effects for Malaysia 2015 GDP Growth
1Q GDP growth for Malaysia at 5.6% was above expectations due to the pre-GST buying. The absence of this in the next few quarters would be offset to a certain extent by construction projects.
21-Apr-15 Market Watch
(09:20 AM)
Too Hot to Handle, Too Cold to Hold
Roshan Francis Padamadan, Fund Manager, Singapore-based Luminance Global Fund, discusses the very frothy Hong Kong and China stock markets.

2-Apr-15

Market Watch
(09:20 AM)

Consumer Sector: GST and Beyond

We look into the effects of GST on consumer companies’ earnings as well as longer term trends in the sector.

17-Mar-15

Market Watch
(09:20 AM)

Opportunities in Weak Oil and Slowing Property

Roshan Francis Padamadan, Fund Manager, Luminance Global Fund, talks about opportunities among oil & gas service providers and a slowing Singapore property market.

16-Feb-15

Market Watch
(09:20 AM)

Malaysia Strong Numbers Not Sustainable

Malaysia’s 2014 GDP growth of 6% is the strongest since 2010. This was driven largely by the growth in money supply and may not be sustainable.

26-Dec-14

Market Watch
(09:20 AM)

The Uneven Oil Slick

Roshan Francis Padamadan, fund manager for Luminance Global Fund gives his take on the winners and losers of the oil and gas sector. He talks about what companies he is long on, which companies could possibly lose out and …

2-Dec-14

Market Watch
(09:23 AM)

Asean Gainers and Losers of Oil Price Crash

The Malaysian oil & gas service providers have fallen sharply enough to make valuations attractive. While risks in the sector remain high, there are also opportunities in the region.

28-Oct-14

Market Watch
(07:30 AM)

Weathering the Outflows for Malaysia

Foreign investors comprise a big part of Bursa trades. Headwinds that are coming from major interest rate and currency events abroad will be impactful.

22-Sep-14

Market Watch
(07:30 AM)

Alibaba and China Firms, a Daily Leap of Faith

Roshan Francis Padamadan, Fund Manager at Singapore-based Luminance Global Fund, discusses Alibaba’s IPO, Yahoo and Softbank’s stakes and activity in Alibaba and potential governance concerns in the Chinese e-commerce giant.

11-Aug-14

Market Watch
(07:30 AM)

Ebola Impact on Asean Markets

We assess one of the many fears that are gripping the world not to mention investors. Travel related stocks will be affected. In this vein it is also good timing that MAS will be nationalised.

10-Jul-14

Market Watch
(07:30 AM)

Is Any Asean Market Undervalued?

Roshan Francis Padamadan, fund manager for Luminance Global Fund talks about whether he sees any market in ASEAN as undervalued or do all look expensive. He also talks about the sectors and stocks he prefers and the recent spate of M&As taking place.

 


16-Jun-14

Market Watch
(07:30 AM)

No More Difficult a Sector than Airlines

Roshan Padamadan, the Singapore-based Fund Manager at Luminance Global Fund, a global unconstrained investment strategy with a focus on special situations, discusses what he thinks is the most risk-prone sector: airline stocks. He is short Singapore Airlines and Lufthansa Airlines on valuations.

 


2-Jun-14

Market Watch
(07:30 AM)

Got Milk?

Roshan Padamadan, fund manager for Luminance Global Fund talks about the outlook for milk prices, as soft commodities feel the heat from the changing weather patterns. He talks about how it affects milk companies and other FMCG entities both in Malaysia and globally.

 


12-May-14

Market Watch
(07:30 AM)

Thai Outlook After Yingluck’s Ouster

Roshan Francis Padamadan, Fund Manager, Luminance Global Fund / Swiss-Asia Financial Services, discusses the Thai outlook after Yingluck’s Ouster.

 


8-Apr-14

Market Watch
(07:30 AM)

In Special Situations, Value Lies Deep Within

Roshan Francis Padamadan, Fund Manager, Luminance Global Fund / Swiss-Asia Financial Services, discusses special situations and in particular, stocks like Kian Joo / Can One, Wing Hang Bank, New World China and Essar Energy, which are stocks undergoing privatisations and buyout transactions.

 


13-Mar-14

Market Watch
(07:30 AM)

Impact of China’s Slowdown on Asean

Roshan Padamadan, Fund Manager, Luminance Global Fund

 


13-Feb-14

Market Watch
(07:30 AM)

FBMKLCI’s Relative Positioning to the Region

Roshan Padamadan, Fund Manager from Luminance Global Fund, dissects what it means from a market perspective when Malaysia is labelled a middle-income trap and how this affects investment strategy.

 


21-Jan-14

Market Watch
(07:30 AM)

Pockets of Macro-Agnostic Stocks in Canada, China, Hedge Fund Says

Roshan Padamadan, fund manager at Luminance Global Fund, discusses investing ideas in developed and developing markets, premised on fundamentals that are unencumbered by macreconomic developments.