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Portfolio Matters

Aegon's Fraser Sees `Watered Down' European Bank Rules March 17 (Bloomberg) -- Stuart Fraser, head of European equities at Aegon Asset Management, talks with Bloomberg's Rodney Jefferson about capital rules being imposed on European banks.   Play Watch

Taifook's Lee Prefers China Unicom Over China Mobile March 17 (Bloomberg) -- Alex Lee, an analyst at Taifook Securities in Hong Kong, talks with Bloomberg's Susan Li about the outlook for China Mobile Ltd.'s financial results and competition with China Unicom (Hong Kong) Ltd. (Source: Bloomberg)   Play Watch

ANZ Bank's Clear Says Bulk Commodities in `Sweet Spot' March 17 (Bloomberg) -- Geoff Clear, head of Asia commodities at Australia & New Zealand Banking Group Ltd. in Singapore, talks with Bloomberg's Susan Li about his investment strategy for global commodities.   Play Watch

Kotecha Sees Japan Shifting Towards `Weaker Yen Bias' March 16 (Bloomberg) -- Mitul Kotecha, head of global foreign-exchange strategy for Credit Agricole CIB, talks with Bloomberg's Haslinda Amin and Patricia Lui about the outlook for Bank of Japan monetary policy and its impact on the yen.   Play Watch

Stephen Weiss Discusses `The Billion Dollar Mistake' March 16 (Bloomberg) -- Stephen Weiss of Leerink Swann & Co and author of "The Billion Dollar Mistake" talks with Bloomberg's Pimm Fox about learning from the investment mistakes of others. (Source: Bloomberg)   Play Watch

Henssler's Parrish Says U.S. Industrials to Lead Market March 16 (Bloomberg) -- Ted Parrish, director of investments at Henssler Financial Group, and Michael Gurka, trader for Global Asset Strategist at Neural Markets LLC, talk with Bloomberg's Carol Massar about the performance of the U.S. equity market and investment strategy. (Source: Bloomberg)   Play Watch

Merk Says Letting Yuan Appreciate Is in China's Interest March 16 (Bloomberg) -- Axel Merk, president of Merk Investments LLC, talks with Bloomberg's Mark Crumpton and Lori Rothman about China's currency policy.   Play Watch

Legg Mason's Hagstrom Likes Microsoft, Pepsi, Allergan March 16 (Bloomberg) -- Robert Hagstrom, a portfolio manager at Legg Mason Capital Management, talks with Bloomberg's Betty Liu, Jon Erlichman and Adam Johnson about his recommendations of PepsiCo Inc., Microsoft Inc., and Allergan Inc.   Play Watch

Legg Mason's Hagstrom Discusses Stock Market, Strategy March 16 (Bloomberg) -- Robert Hagstrom, a fund manager at Legg Mason Capital Management, talks with Bloomberg's Betty Liu Jon Erlichman and Adam Johnson about the outlook for stocks and investment strategy. (This is an excerpt of the full interview. Source: Bloomberg)   Play Watch

Curium's Fenton Sees Continued Volatility in Commodities March 16 (Bloomberg) -- Colin Fenton, chief executive officer of Curium Capital Advisors, talks with Bloomberg's Erik Schatzker about the outlook for volatility in commodities.   Play Watch

Pedley Recommends Chinese Stocks, Emerging Market Debt March 16 (Bloomberg) -- Benjamin Pedley, managing director of LGT Investment Management Ltd., talks with Bloomberg's Haslinda Amin, Paul Gordon and Mike Firn about the outlook for the global economy, financial markets and his investment strategy.   Play Watch

CCB's So Discusses Hong Kong, China Stocks, PBC Policy March 16 (Bloomberg) -- Peter So, Hong Kong-based head of research at CCB International, a unit of China’s second-largest bank, talks with Bloomberg's Susan Li about his investment strategy for mainland Chinese and Hong Kong stocks.   Play Watch


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