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Portfolio Matters

Barclays's Knapp Says Financial Shares Are `Dead Money' March 15 (Bloomberg) -- Barry Knapp, head of U.S. equity strategy at Barclays Capital, talks with Bloomberg's Carol Massar and Matt Miller about the outlook for financial shares.   Play Watch

Citigroup's Wieting Says Investor Optimism Not Very Deep March 15 (Bloomberg) -- Steven Wieting, managing director of economic and market analysis at Citigroup Global Markets Inc., talks with Bloomberg's Carol Massar about the U.S. economy and financial markets.   Play Watch

Levkovich Advises `High-Quality' Stocks for Individuals March 15 (Bloomberg) -- Tobias Levkovich, chief U.S. equity strategist for Citigroup Inc., talks with Bloomberg's Lori Rothman and Mark Crumpton about his stock-market analysis and investment strategy.   Play Watch

Levkovich Discusses Investor Sentiment, Cash Holdings March 15 (Bloomberg) -- Tobias Levkovich, chief U.S. equity strategist for Citigroup Inc., talks with Bloomberg's Lori Rothman and Mark Crumpton about investor sentiment and cash holdings. (This is an excerpt of the full interview. Source: Bloomberg)   Play Watch

Michael Holland Likes IBM, Intel, Google, Microsoft March 15 (Bloomberg) -- Michael Holland, chairman of Holland & Co., talks with Bloomberg's Carol Massar and Jon Erlichman about the outlook for stocks and his investment recommendations. (Source: Bloomberg)   Play Watch

CCLA's Bevan Recommends Apple, Amgen and Novo Nordisk March 15 (Bloomberg) -- James Bevan, chief investment officer at CCLA Investment Management, talks about his equities strategy.   Play Watch

JPMorgan's Mowat Says China's Bank Stocks `Undervalued' March 15 (Bloomberg) -- Adrian Mowat, JPMorgan Chase & Co.'s chief Asian and emerging-market strategist, talks with Bloomberg's Haslinda Amin about his investment strategy for Asian stocks.   Play Watch

MF Global's Burmester Discusses Australian Stocks March 15 (Bloomberg) -- Nick Burmester, head of hedge fund sales at MF Global Australia, talks with Bloomberg's Susan Li about the outlook for Australian stocks. (This is an excerpt of the full interview. Source: Bloomberg)   Play Watch

MF Global's Burmester Says Avoid Iron Ore Producers March 15 (Bloomberg) -- Nick Burmester, head of hedge fund sales at MF Global Australia, talks with Bloomberg's Susan Li about the outlook for Australian stocks and his investment strategy. (Source: Bloomberg)   Play Watch

SG Asset's Fong Says China Property `Boom' to Continue March 14 (Bloomberg) -- Winson Fong, managing director at SG Asset Management H.K. Ltd., talks with Bloomberg's Susan Li about the outlook for China's property market.   Play Watch

SG Asset's Fong Discusses Chinese Consumer Stocks March 14 (Bloomberg) -- Winson Fong, managing director at SG Asset Management H.K. Ltd., talks with Bloomberg's Susan Li about his investment strategy for Chinese stocks. (This is an excerpt of the full interview. Source: Bloomberg)   Play Watch

Songyos Says Thai Politics Have Limited Impact on Stocks March 14 (Bloomberg) -- Songyos Kulvichien, senior executive vice president at Country Group Securities Pcl., talks with Bloomberg's Susan Li about Thailand's political disputes and their impact on the nation's stock market.   Play Watch


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