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Updated:  New York, May 12 18:31
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Uri Landesman of ING Likes Russia, Brazil, Taiwan May 12 (Bloomberg) -- Uri Landesman, who helps manage $5.5 billion as head of global growth and international equities at ING Groep NV's asset management unit, talks with Bloomberg's Matt Miller in New York about equities in India and other emerging markets, including Brazil and Russia. Investors are punishing stocks in India more than in any of the other largest emerging markets as government measures to curb inflation cut profits at companies from Steel Authority of India Ltd. to Grasim Industries Ltd. (Source: Bloomberg)   Play Watch

Hartmann of Altavest Sees Oil Topping Out in Mid $130's May 12 (Bloomberg) -- Thomas Hartmann, a commodity analyst at Altavest Worldwide Trading Inc., talks with Bloomberg's Pimm Fox from Irvine, California, about factors affecting crude oil prices, global supply and demand issues, and overview of the corn and wheat markets. (Source: Bloomberg)   Play Watch

Cliggott Likes Wal-Mart, Costco, Procter & Gamble May 12 (Bloomberg) -- Douglas Cliggott, chief investment officer at Dover Management LLC, talks with Bloomberg's Rhonda Schaffler in New York about the outlook for U.S. corporate earnings, impact of inflation on economic and profit growth, Federal Reserve monetary policy and Cliggott's investment strategy. (Source: Bloomberg)   Play Watch

Cronin Says Putnam Favors Financial, Consumer Stocks May 12 (Bloomberg) -- Kevin Cronin, who helps oversee $173 billion as head of investments at Putnam Investments, talks with Bloomberg's Betty Liu from Boston about his investment strategy, including opportunities in financial and consumer stocks, and the possible impact of crude oil prices on stocks. (Source: Bloomberg)   Play Watch

Kevin Rendino Says Financials Bottoming; Likes Xerox May 12 (Bloomberg) -- Kevin Rendino, who helps oversee about $16 billion as a senior fund manager at BlackRock Inc., talks with Bloomberg's Betty Liu in New York about Citigroup Inc.'s business strategy, the outlook for the financial industry and his recommendation of Bristol-Myers Squibb Co. and Xerox Corp. (Source: Bloomberg)   Play Watch

Ryan Says UBS Questions Earnings Momentum of Financials May 12 (Bloomberg) -- Mike Ryan, head of wealth management research for the Americas at UBS Financial Services Inc., talks with Bloomberg's Carol Massar from New York about the outlook for U.S. financial-services company shares, the economy and investment strategy. (Source: Bloomberg)   Play Watch

Kotecha of Calyon Says Pound `Oversold,' Expects Rebound May 12 (Bloomberg) -- Mitul Kotecha, head of currency strategy at Calyon, talks with Bloomberg's Naga Munchetty from London about the outlook for U.K. interest rates and his forecast for the dollar, pound and yen. U.K. producer prices climbed at the fastest annual pace since at least 1986 in April as raw-material costs jumped, adding to the case for the Bank of England to moderate the pace of interest-rate cuts. (Source: Bloomberg)   Play Watch

Gimbel of Carret Favors China Oil, Retail Investments May 12 (Bloomberg) -- Donald Gimbel, senior managing director at Carret & Co., talks about the outlook for the Chinese economy and his strategy for investing in the country. Gimbel, who helps to manage about $2 billion, speaks with Bloomberg's Sara Walker and Mark Barton from Sydney. (Source: Bloomberg)   Play Watch

Lynch of Schroder Favors Utilities, Oil-Services Stocks May 12 (Bloomberg) -- Andy Lynch, a portfolio manager who oversees $2.9 billion at Schroder Investment Management Ltd., talks with Bloomberg's Sara Walker and Mark Barton in London about the outlook for banks, ArcelorMittal and his investment strategy. Arcelor, the world's largest steelmaker, reports first-quarter earnings on May 14. (This report is an excerpt. Source: Bloomberg)   Play Watch

Kidman Says St. George Bid Is `Good Move' by Westpac May 12 (Bloomberg) -- Matthew Kidman, who helps manage the equivalent of $350 million, including Westpac Banking Corp. shares, at Wilson Asset Management in Sydney, talks with Bloomberg's Susan Li about Westpac's unsolicited offer to buy St. George Bank Ltd. The merger would create Australia's second-largest bank. (Source: Bloomberg)   Play Watch

Ha, Economist, Expects China's Exports to `Moderate' May 11 (Bloomberg) -- Ha Jiming, chief Asia economist at China International Capital Corp., talks with Bloomberg's Susan Li from Beijing about the outlook for China's exports and economy, and the appreciation of the nation's currency. China's export growth cooled in April and the trade surplus was little changed as economies around the world weakened, giving the government room to maintain a slower pace of yuan gains. (Source: Bloomberg)   Play Watch

De Lavigne Likes Agricultural Feedstocks, Fertilizers May 11 (Bloomberg) -- Chris de Lavigne, global vice president at Frost & Sullivan Inc., talks with Bloomberg's Catherine Yang from Singapore about the outlook for crude oil prices, and his investment strategy for the biofuel industry. (Source: Bloomberg)   Play Watch


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